<?xml version="1.0" encoding="UTF-8"?>
<rss xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:podcast="https://podcastindex.org/namespace/1.0" xmlns:media="http://search.yahoo.com/mrss/" version="2.0"><channel><title>All-In with Chamath, Jason, Sacks &amp; Friedberg</title><link>https://www.spreaker.com/podcast/all-in-with-chamath-jason-sacks-friedberg--7373615</link><description><![CDATA[Industry veterans, degenerate gamblers &amp; besties Chamath Palihapitiya, Jason Calacanis, David Sacks &amp; David Friedberg cover all things economic, tech, political, social &amp; poker.]]></description><atom:link href="https://www.spreaker.com/show/7373615/episodes/feed" rel="self" type="application/rss+xml"/><language>en</language><category>Technology</category><copyright>Copyright gasder</copyright><image><url>https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg</url><title>All-In with Chamath, Jason, Sacks &amp; Friedberg</title><link>https://www.spreaker.com/podcast/all-in-with-chamath-jason-sacks-friedberg--7373615</link></image><lastBuildDate>Wed, 23 Sep 2026 02:24:31 +0000</lastBuildDate><itunes:author>gasder</itunes:author><itunes:owner><itunes:name>gasder</itunes:name><itunes:email>feeds@spreaker.com</itunes:email></itunes:owner><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:subtitle>Industry veterans, degenerate gamblers &amp; besties Chamath Palihapitiya, Jason Calacanis, David Sacks &amp; David Friedberg cover all things economic, tech, political, social &amp; poker.</itunes:subtitle><itunes:summary><![CDATA[Industry veterans, degenerate gamblers &amp; besties Chamath Palihapitiya, Jason Calacanis, David Sacks &amp; David Friedberg cover all things economic, tech, political, social &amp; poker.]]></itunes:summary><itunes:category text="Technology"/><itunes:category text="Business"><itunes:category text="Entrepreneurship"/></itunes:category><itunes:explicit>true</itunes:explicit><podcast:guid>a40fb253-2418-5c77-a591-881fd594ab2d</podcast:guid><itunes:type>episodic</itunes:type><item><title>Steve Hilton &amp; Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud &amp; CA Republicans</title><link>https://www.spreaker.com/episode/steve-hilton-spencer-pratt-fixing-california-cheaper-gas-ballot-fraud-ca-republicans--75307895</link><description><![CDATA[(0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat &amp; who really writes the laws (12:09) The path to victory: the persuadable voter, the cost-of-living pitch &amp; the case against Becerra (21:46) Spencer Pratt joins: the message that cut through &amp; the LA race that flipped (26:58) The city up close: the parks, small business &amp; who the rules actually reward (36:54) Ballot harvesting, voter ID &amp; whether the system is rigged or just legal (47:13) The Palisades: the empty reservoirs, suing the state &amp; what Spencer does next   Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   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/@allin   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg   #allin #tech #news  ]]></description><guid isPermaLink="false">5f8aeed3-a44e-46ce-8d55-244a1c95e602</guid><pubDate>Wed, 23 Sep 2026 01:44:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75307895/hilstonpratt_ais26_audio_v200.mp3" length="80308394" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat &amp;amp; who really writes the laws (12:09) The path to victory: the persuadable voter, the cost-of-living pitch &amp;amp; the case against Becerra (21:46)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat &amp; who really writes the laws (12:09) The path to victory: the persuadable voter, the cost-of-living pitch &amp; the case against Becerra (21:46) Spencer Pratt joins: the message that cut through &amp; the LA race that flipped (26:58) The city up close: the parks, small business &amp; who the rules actually reward (36:54) Ballot harvesting, voter ID &amp; whether the system is rigged or just legal (47:13) The Palisades: the empty reservoirs, suing the state &amp; what Spencer does next   Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   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/@allin   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg   #allin #tech #news  ]]></itunes:summary><itunes:duration>3344</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/386530a3a1bcd9c6869ac062f279ac8b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, &amp; Revolutionizing the Engine</title><link>https://www.spreaker.com/episode/blake-scholl-why-plane-speed-stalled-supersonic-commercial-flight-revolutionizing-the-engine--75293878</link><description><![CDATA[(0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom &amp; legalizing supersonic flight (7:59)  The pivot to powering data centers (10:38) Jason joins: data center demand, private jets &amp; what winning looks like   Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   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/@allin   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg   #allin #tech #news  ]]></description><guid isPermaLink="false">ebe0e737-5995-476f-8d20-673400e3ec13</guid><pubDate>Tue, 22 Sep 2026 09:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75293878/blake_scholl_ais26_audio_v99.mp3" length="25462076" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom &amp;amp; legalizing supersonic flight (7:59)  The pivot to powering data centers (10:38) Jason joins: data center demand, private jets &amp;amp; what winning looks like   Thanks to our partners for...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom &amp; legalizing supersonic flight (7:59)  The pivot to powering data centers (10:38) Jason joins: data center demand, private jets &amp; what winning looks like   Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   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/@allin   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg   #allin #tech #news  ]]></itunes:summary><itunes:duration>1060</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/05d5854f7c6ab2779346b786c78372e0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Naveen Rao: 4D Computing, AI's Energy Wall &amp; Beating Biology</title><link>https://www.spreaker.com/episode/naveen-rao-4d-computing-ai-s-energy-wall-beating-biology--75286975</link><description><![CDATA[(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts &amp; the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems &amp; a new kind of machine (19:46) Chamath joins: the path to product, porting existing models &amp; building the team   Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   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/@allin   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg   #allin #tech #news  ]]></description><guid isPermaLink="false">053073fc-e856-48e9-9312-74082d4761ee</guid><pubDate>Mon, 21 Sep 2026 21:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75286975/naveen_rao_ais26_audio_v100.mp3" length="32549135" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts &amp;amp; the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems &amp;amp; a new kind of machine (19:46) Chamath joins: the path...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts &amp; the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems &amp; a new kind of machine (19:46) Chamath joins: the path to product, porting existing models &amp; building the team   Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   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/@allin   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg   #allin #tech #news  ]]></itunes:summary><itunes:duration>1355</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/05a2042cde1a41b0c8a0b97839d3e6bf.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 &amp; the $50B Game Ad Market</title><link>https://www.spreaker.com/episode/adam-foroughi-applovin-ceo-surviving-a-92-drawdown-ads-as-ml-1-0-the-50b-game-ad-market--75266743</link><description><![CDATA[(0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search &amp; is your phone listening? (10:04) IPO tumble &amp; becoming your own best investor (16:00) Privacy rules, Apple's crackdown &amp; how agents change people's shopping (20:00) How a lean team beats the giants, margin moats &amp; building in China   Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   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/@allin   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>   #allin #tech #news]]></description><guid isPermaLink="false">a2a542d5-2feb-441a-a523-910e16c2d193</guid><pubDate>Sun, 20 Sep 2026 20:49:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75266743/adam_foroughi_ais26_audio_v88.mp3" length="34403871" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search &amp;amp; is your phone listening? (10:04) IPO tumble &amp;amp; becoming your own best investor (16:00) Privacy rules, Apple's crackdown &amp;amp; how agents change people's shopping (20:00) How a...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search &amp; is your phone listening? (10:04) IPO tumble &amp; becoming your own best investor (16:00) Privacy rules, Apple's crackdown &amp; how agents change people's shopping (20:00) How a lean team beats the giants, margin moats &amp; building in China   Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   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/@allin   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>   #allin #tech #news]]></itunes:summary><itunes:duration>1432</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4abf82b352e4ecbddf1dce41d0bf1e29.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bill Gurley: Searching for Feynman</title><link>https://www.spreaker.com/episode/bill-gurley-searching-for-feynman--75243305</link><description><![CDATA[(0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research:<br /> <a href="https://www.p3.institute/searching_for_feynman_resource_links.html" target="_blank" rel="noreferrer noopener">  https://www.p3.institute/searching_for_feynman_resource_links.html</a> Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   Follow Bill: <a href="https://x.com/bgurley" target="_blank" rel="noreferrer noopener">https://x.com/bgurley</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">703e0913-cd78-4eb9-96d1-546c89a6aa07</guid><pubDate>Sat, 19 Sep 2026 00:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243305/ais26_gurley_ch_v2.mp3" length="55394553" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research:
 https://www.p3.institute/searching_for_feynman_resource_links.html Thanks...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research:<br /> <a href="https://www.p3.institute/searching_for_feynman_resource_links.html" target="_blank" rel="noreferrer noopener">  https://www.p3.institute/searching_for_feynman_resource_links.html</a> Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   Follow Bill: <a href="https://x.com/bgurley" target="_blank" rel="noreferrer noopener">https://x.com/bgurley</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl"...]]></itunes:summary><itunes:duration>2309</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4e76c16f9f8bcd08aaf7b353074e2fab.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Jared Isaacman: A New Era for NASA and American Space Exploration</title><link>https://www.spreaker.com/episode/jared-isaacman-a-new-era-for-nasa-and-american-space-exploration--75243306</link><description><![CDATA[(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space (32:43) Allocating capital toward scientific discovery and deep space research (35:46) Space Race 2.0: China and Russia Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference.  <a href="https://iren.com" target="_blank" rel="noreferrer noopener">https://iren.com</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Jared Isaacman: <a href="https://x.com/rookisaacman" target="_blank" rel="noreferrer noopener">https://x.com/rookisaacman</a> <a href="https://x.com/NASAAdmin" target="_blank" rel="noreferrer noopener">https://x.com/NASAAdmin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">665f827a-937f-42e3-a4a5-6f2d6c7e50fd</guid><pubDate>Fri, 18 Sep 2026 15:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243306/ais26_jaredisaacman_ch.mp3" length="55519253" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and...</itunes:subtitle><itunes:summary><![CDATA[(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space (32:43) Allocating capital toward scientific discovery and deep space research (35:46) Space Race 2.0: China and Russia Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference.  <a href="https://iren.com" target="_blank" rel="noreferrer noopener">https://iren.com</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Jared Isaacman: <a href="https://x.com/rookisaacman" target="_blank" rel="noreferrer noopener">https://x.com/rookisaacman</a> <a href="https://x.com/NASAAdmin" target="_blank" rel="noreferrer noopener">https://x.com/NASAAdmin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a...]]></itunes:summary><itunes:duration>2314</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/034bb0db336dcfd29cbd288fa30047a2.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nick Shirley: Exposing Government Fraud, Suing California &amp; Taking on the Media</title><link>https://www.spreaker.com/episode/nick-shirley-exposing-government-fraud-suing-california-taking-on-the-media--75243326</link><description><![CDATA[(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests (17:03) How he got into investigative journalism and finding fraud (23:32) Selective journalism and why Nick is a major threat to mainstream outlets (27:34) What's next for Nick: Investigating welfare fraud, building his platform Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Nick Shirley: <a href="https://x.com/nickshirleyy" target="_blank" rel="noreferrer noopener">https://x.com/nickshirleyy</a> <a href="https://www.youtube.com/@NickShirley" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@NickShirley</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">5014b8b5-272a-4169-83d3-5b0ebf8c30c0</guid><pubDate>Fri, 18 Sep 2026 00:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243326/ais26_nickshirley_ch.mp3" length="46848394" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests (17:03) How he got into investigative journalism and...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests (17:03) How he got into investigative journalism and finding fraud (23:32) Selective journalism and why Nick is a major threat to mainstream outlets (27:34) What's next for Nick: Investigating welfare fraud, building his platform Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Nick Shirley: <a href="https://x.com/nickshirleyy" target="_blank" rel="noreferrer noopener">https://x.com/nickshirleyy</a> <a href="https://www.youtube.com/@NickShirley" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@NickShirley</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn:...]]></itunes:summary><itunes:duration>1952</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b4819693ff0485d6550c66b403e11399.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom &amp; Meta's Future</title><link>https://www.spreaker.com/episode/meta-s-dina-powell-mccormick-the-case-for-data-centers-backlash-ai-job-boom-meta-s-future--75243319</link><description><![CDATA[(0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns (19:57) America's Workforce Academy, the job growth in re-industrializing America (26:58) Meta's recent social media settlement, new rules for teens (35:25) Meta glasses and Zuck's AI strategy Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Dina: <a href="https://x.com/DinaPowellMcC" target="_blank" rel="noreferrer noopener">https://x.com/DinaPowellMcC</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">3ee9866a-23a5-447b-a584-b1c167a23b58</guid><pubDate>Thu, 17 Sep 2026 16:54:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243319/ais26_dina_ch.mp3" length="63154679" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How Meta is alleviating data center concerns: pollution, electricity, water,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns (19:57) America's Workforce Academy, the job growth in re-industrializing America (26:58) Meta's recent social media settlement, new rules for teens (35:25) Meta glasses and Zuck's AI strategy Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Dina: <a href="https://x.com/DinaPowellMcC" target="_blank" rel="noreferrer noopener">https://x.com/DinaPowellMcC</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro...]]></itunes:summary><itunes:duration>2632</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/862fd660aac20f7cdfce84807a0c6b74.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq &amp; AI's Take Off Problem</title><link>https://www.spreaker.com/episode/brad-gerstner-no-ai-bubble-semis-eat-the-nasdaq-ai-s-take-off-problem--75243339</link><description><![CDATA[(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist &amp; The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com" target="_blank" rel="noreferrer noopener">https://iren.com</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>   Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> https://x.com/yung_spielburg]]></description><guid isPermaLink="false">f225e979-78f3-4508-95fe-79293b3ff678</guid><pubDate>Thu, 17 Sep 2026 03:04:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243339/brad_g_ais26_audio_v9k.mp3" length="26204929" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist &amp;amp; The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist &amp; The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com" target="_blank" rel="noreferrer noopener">https://iren.com</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a>   Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>   Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> https://x.com/yung_spielburg]]></itunes:summary><itunes:duration>1090</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d0d3051e11e0266aa68a76bf49705bd6.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse &amp; the Midterms</title><link>https://www.spreaker.com/episode/jd-vance-on-ai-entitlement-fraud-iran-war-israel-h-1b-abuse-the-midterms--75243320</link><description><![CDATA[(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ of fraud in federal spending (21:48) Relationship with Israel, rational foreign policy (25:19) JD Vance's midterms message Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Vice President Vance:<br /> <a href="https://x.com/JDVance" target="_blank" rel="noreferrer noopener">https://x.com/JDVance</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">cea835d1-fb37-4f07-a91e-356e7e5c8fca</guid><pubDate>Tue, 15 Sep 2026 20:46:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243320/ais26_vance_ch.mp3" length="39637795" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ of fraud in federal spending (21:48) Relationship with Israel, rational foreign policy (25:19) JD Vance's midterms message Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Vice President Vance:<br /> <a href="https://x.com/JDVance" target="_blank" rel="noreferrer noopener">https://x.com/JDVance</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank"...]]></itunes:summary><itunes:duration>1652</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c75efe19edf65c1ff2421217949edad0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan &amp; Who Wins AI</title><link>https://www.spreaker.com/episode/satya-nadella-on-the-ai-doomer-slowdown-microsoft-s-master-plan-who-wins-ai--75243327</link><description><![CDATA[(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives for frontier lab doomerism, where the AI profits are (22:45) Microsoft's master plan for AI, how they are allocating capital (31:00) China's slow down, changing AI perception, data center benefits Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Satya: <a href="https://x.com/satyanadella" target="_blank" rel="noreferrer noopener">https://x.com/satyanadella</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">b72632fc-68fc-41b3-a88c-fdca9e1cf2db</guid><pubDate>Tue, 15 Sep 2026 17:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243327/ais26_satya_ch.mp3" length="52625643" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives for...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives for frontier lab doomerism, where the AI profits are (22:45) Microsoft's master plan for AI, how they are allocating capital (31:00) China's slow down, changing AI perception, data center benefits Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Satya: <a href="https://x.com/satyanadella" target="_blank" rel="noreferrer noopener">https://x.com/satyanadella</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl"...]]></itunes:summary><itunes:duration>2193</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9239a365a4a62aa6f5cd0c90794b92c8.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Elon Musk &amp; Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger</title><link>https://www.spreaker.com/episode/elon-musk-gwynne-shotwell-on-ai-risks-and-peer-review-starship-terafab-spacex-tesla-merger--75243333</link><description><![CDATA[(0:00) SpaceX's Gwynne Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X (13:43) Direct to cell with Starlink, retiring rockets, competition (18:34) Data centers in space (22:00) Management at SpaceX (27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right" (36:53) Elon and Gwynne on their working relationship, Starship's future (46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX (52:51) Lying AIs, how to do AI peer review right Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com/" target="_blank" rel="noreferrer noopener"></a><a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Gwynne: <a href="https://x.com/Gwynne_Shotwell" target="_blank" rel="noreferrer noopener">https://x.com/Gwynne_Shotwell</a> Follow Elon: <a href="https://x.com/elonmusk" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">e23cdf18-6528-458c-adff-dea4d619dcb3</guid><pubDate>Tue, 15 Sep 2026 03:42:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243333/gwynne_elon_ais26_ch.mp3" length="61829281" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) SpaceX's Gwynne Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X (13:43) Direct to cell with Starlink, retiring rockets, competition...</itunes:subtitle><itunes:summary><![CDATA[(0:00) SpaceX's Gwynne Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X (13:43) Direct to cell with Starlink, retiring rockets, competition (18:34) Data centers in space (22:00) Management at SpaceX (27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right" (36:53) Elon and Gwynne on their working relationship, Starship's future (46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX (52:51) Lying AIs, how to do AI peer review right Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com/" target="_blank" rel="noreferrer noopener"></a><a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Gwynne: <a href="https://x.com/Gwynne_Shotwell" target="_blank" rel="noreferrer noopener">https://x.com/Gwynne_Shotwell</a> Follow Elon: <a href="https://x.com/elonmusk" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod"...]]></itunes:summary><itunes:duration>3865</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d784cf54694d414234706b796e11af17.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)</title><link>https://www.spreaker.com/episode/jensen-huang-the-doomer-hoax-superintelligence-is-here-and-the-future-of-ai-ft-president-trump--75243317</link><description><![CDATA[(0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05) Hugging Face acquisition, future of Open Source, and the race with China (22:58) President Trump calls in live to discuss the Doomer Hoax (31:29) The AI boom and Nvidia's capital allocation strategy (40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com/" target="_blank" rel="noreferrer noopener"></a><a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Jensen: <a href="https://x.com/JensenHuang" target="_blank" rel="noreferrer noopener">https://x.com/JensenHuang</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">7bdf1a10-126c-402c-9320-6678149a2aff</guid><pubDate>Mon, 14 Sep 2026 21:24:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243317/ais26_jensen_ch.mp3" length="67350090" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05) Hugging Face acquisition, future of Open Source, and the race with China...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05) Hugging Face acquisition, future of Open Source, and the race with China (22:58) President Trump calls in live to discuss the Doomer Hoax (31:29) The AI boom and Nvidia's capital allocation strategy (40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. <a href="http://oracle.com/ai" target="_blank" rel="noreferrer noopener">http://oracle.com/ai</a> EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. <a href="http://www.ey.com" target="_blank" rel="noreferrer noopener">http://www.ey.com</a> Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. <a href="http://www.meta.com/" target="_blank" rel="noreferrer noopener"></a><a href="http://www.meta.com" target="_blank" rel="noreferrer noopener">http://www.meta.com</a> Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. <a href="https://keelinfra.com/" target="_blank" rel="noreferrer noopener">https://keelinfra.com/</a> Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. <a href="http://airwallex.com" target="_blank" rel="noreferrer noopener">http://airwallex.com</a> PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit <a href="https://www.paypal.com" target="_blank" rel="noreferrer noopener">https://www.paypal.com</a> Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. <a href="https://startup.google.com/" target="_blank" rel="noreferrer noopener">https://startup.google.com/</a> Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: <a href="https://research.socialcapital.com/allin" target="_blank" rel="noreferrer noopener">https://research.socialcapital.com/allin</a> Follow Jensen: <a href="https://x.com/JensenHuang" target="_blank" rel="noreferrer noopener">https://x.com/JensenHuang</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a...]]></itunes:summary><itunes:duration>2807</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/852bb3bb0f8379b98756c21d6163238f.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse</title><link>https://www.spreaker.com/episode/ai-kills-everybody-or-doomer-psyop-openai-s-math-breakthrough-nike-s-200b-collapse--75243311</link><description><![CDATA[(0:00) Bestie intros! (0:35) AI Doomsday: Valid concern or Doomer psyop? (33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO (58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own data? (1:19:55) Nike removed from S&amp;P 100 after stock tanks 80%: What went wrong? Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/hilbertspaess/status/2097476196791709843" target="_blank" rel="noreferrer noopener">https://x.com/hilbertspaess/status/2097476196791709843</a> <a href="https://x.com/EvanHub/status/2097497037956891126" target="_blank" rel="noreferrer noopener">https://x.com/EvanHub/status/2097497037956891126</a> <a href="https://x.com/BernieSanders/status/2097705093520863568" target="_blank" rel="noreferrer noopener">https://x.com/BernieSanders/status/2097705093520863568</a> <a href="https://x.com/GovPritzker/status/2097715871309312220" target="_blank" rel="noreferrer noopener">https://x.com/GovPritzker/status/2097715871309312220</a> <a href="https://x.com/DavidSacks/status/2097861539491463331" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2097861539491463331</a> <a href="https://www.youtube.com/watch?v=e_ZDQKq2F08" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=e_ZDQKq2F08</a> <a href="https://x.com/DavidSacks/status/2097861539491463331" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2097861539491463331</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://x.com/bgurley/status/2097690522437444050" target="_blank" rel="noreferrer noopener">https://x.com/bgurley/status/2097690522437444050</a> <a href="https://x.com/polynoamial/status/2097381286193316203" target="_blank" rel="noreferrer noopener">https://x.com/polynoamial/status/2097381286193316203</a> <a href="https://x.com/OpenAI/status/2097374640582668336" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/2097374640582668336</a> <a href="https://x.com/OpenAI/status/2097375276384567642" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/2097375276384567642</a> <a href="https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html</a> <a href="https://x.com/libsoftiktok/status/2096970501017010461" target="_blank" rel="noreferrer noopener">https://x.com/libsoftiktok/status/2096970501017010461</a> <a href="https://x.com/spencerpratt/status/2096390079132360936" target="_blank" rel="noreferrer noopener">https://x.com/spencerpratt/status/2096390079132360936</a> <a href="https://x.com/DrEliDavid/status/2096519550103691364" target="_blank" rel="noreferrer noopener">https://x.com/DrEliDavid/status/2096519550103691364</a>]]></description><guid isPermaLink="false">a089255b-32f1-4957-af7d-4c5b3ab018f4</guid><pubDate>Fri, 11 Sep 2026 23:32:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243311/allin_e289_ch.mp3" length="138157548" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (0:35) AI Doomsday: Valid concern or Doomer psyop? (33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO (58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (0:35) AI Doomsday: Valid concern or Doomer psyop? (33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO (58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own data? (1:19:55) Nike removed from S&amp;P 100 after stock tanks 80%: What went wrong? Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/hilbertspaess/status/2097476196791709843" target="_blank" rel="noreferrer noopener">https://x.com/hilbertspaess/status/2097476196791709843</a> <a href="https://x.com/EvanHub/status/2097497037956891126" target="_blank" rel="noreferrer noopener">https://x.com/EvanHub/status/2097497037956891126</a> <a href="https://x.com/BernieSanders/status/2097705093520863568" target="_blank" rel="noreferrer noopener">https://x.com/BernieSanders/status/2097705093520863568</a> <a href="https://x.com/GovPritzker/status/2097715871309312220" target="_blank" rel="noreferrer noopener">https://x.com/GovPritzker/status/2097715871309312220</a> <a href="https://x.com/DavidSacks/status/2097861539491463331" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2097861539491463331</a> <a href="https://www.youtube.com/watch?v=e_ZDQKq2F08" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=e_ZDQKq2F08</a> <a href="https://x.com/DavidSacks/status/2097861539491463331" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2097861539491463331</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://x.com/bgurley/status/2097690522437444050" target="_blank" rel="noreferrer noopener">https://x.com/bgurley/status/2097690522437444050</a> <a href="https://x.com/polynoamial/status/2097381286193316203" target="_blank" rel="noreferrer noopener">https://x.com/polynoamial/status/2097381286193316203</a> <a href="https://x.com/OpenAI/status/2097374640582668336" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/2097374640582668336</a> <a href="https://x.com/OpenAI/status/2097375276384567642" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/2097375276384567642</a> <a href="https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html</a> <a href="https://x.com/libsoftiktok/status/2096970501017010461" target="_blank" rel="noreferrer noopener">https://x.com/libsoftiktok/status/2096970501017010461</a>...]]></itunes:summary><itunes:duration>5757</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/75b3a82d8867f657008c427883cde924.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools &amp; Venezuela Oil Deal</title><link>https://www.spreaker.com/episode/gpt-6-hits-agi-tech-euphoria-2-0-sf-mansion-shortage-nyc-bans-ai-in-schools-venezuela-oil-deal--75243351</link><description><![CDATA[(0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban (37:03) EAs, AI-brained influencers, and the conflicts of interest (59:26) Mamdani bans AI in NYC schools K-8  (1:18:58) US-Venezuela oil deal   The All-In Summit is only 1 week away! You won't want to miss it: <a href="https://theallinsummit.com/" target="_blank" rel="noreferrer noopener">https://theallinsummit.com</a>   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/@allin   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://openai.com/index/gpt-6-astra  https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi  https://www.axios.com/2026/09/03/axios-interview-sam-altmans-sobering-siren  https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026  https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027 https://x.com/chamath/status/2095511879951192279 https://x.com/Jason/status/2095521697411514626  https://scale.stanford.edu/research-in-action/understanding-evidence-base-ai-k12-education  https://www.politico.com/news/2026/09/02/trumps-seen-the-data-center-polling-and-he-still-supports-them-01061244  https://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716  ]]></description><guid isPermaLink="false">a3cf57b6-0471-4554-a7e1-a41345c06d96</guid><pubDate>Fri, 04 Sep 2026 23:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243351/e288_audio_v102.mp3" length="138198432" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban (37:03) EAs, AI-brained...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban (37:03) EAs, AI-brained influencers, and the conflicts of interest (59:26) Mamdani bans AI in NYC schools K-8  (1:18:58) US-Venezuela oil deal   The All-In Summit is only 1 week away! You won't want to miss it: <a href="https://theallinsummit.com/" target="_blank" rel="noreferrer noopener">https://theallinsummit.com</a>   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/@allin   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://openai.com/index/gpt-6-astra  https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi  https://www.axios.com/2026/09/03/axios-interview-sam-altmans-sobering-siren  https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026  https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027 https://x.com/chamath/status/2095511879951192279 https://x.com/Jason/status/2095521697411514626  https://scale.stanford.edu/research-in-action/understanding-evidence-base-ai-k12-education  https://www.politico.com/news/2026/09/02/trumps-seen-the-data-center-polling-and-he-still-supports-them-01061244  https://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716  ]]></itunes:summary><itunes:duration>5516</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0542b1032ae0468277fbacf0acfe3654.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine</title><link>https://www.spreaker.com/episode/nvidia-s-historic-quarter-saas-comeback-bessent-vs-druck-america-s-debt-crisis-cancer-vaccine--75243313</link><description><![CDATA[(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market interference (1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed (1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules (1:22:52) Science Corner: Moderna's mRNA cancer vaccine Come hang with the Besties at the All-In Summit | September 13-15: <a href="http://theallinsummit.com" target="_blank" rel="noreferrer noopener">http://theallinsummit.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html</a> <a href="https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html</a> <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027</a> <a href="https://polymarket.com/event/largest-company-end-of-december-2026" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/largest-company-end-of-december-2026</a> <a href="https://www.cnbc.com/2026/08/18/treasury-yields-.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2026/08/18/treasury-yields-.html</a> <a href="https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html</a> <a href="https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes</a> <a href="https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74" target="_blank" rel="noreferrer noopener">https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74</a> <a href="https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6</a> <a href="https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by</a>]]></description><guid isPermaLink="false">6d431e83-eb88-4082-9b0c-aec16b34ea7b</guid><pubDate>Sat, 29 Aug 2026 01:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243313/allin_e287_ch.mp3" length="139212298" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market interference (1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed (1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules (1:22:52) Science Corner: Moderna's mRNA cancer vaccine Come hang with the Besties at the All-In Summit | September 13-15: <a href="http://theallinsummit.com" target="_blank" rel="noreferrer noopener">http://theallinsummit.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html</a> <a href="https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html</a> <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027</a> <a href="https://polymarket.com/event/largest-company-end-of-december-2026" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/largest-company-end-of-december-2026</a> <a href="https://www.cnbc.com/2026/08/18/treasury-yields-.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2026/08/18/treasury-yields-.html</a> <a href="https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html</a> <a href="https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes</a> <a href="https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74" target="_blank" rel="noreferrer noopener">https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74</a> <a href="https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5801</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/cd710872db197a546cedaca4add749bb.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics</title><link>https://www.spreaker.com/episode/eric-weinstein-the-state-of-american-science-breakthrough-coverups-and-the-danger-of-physics--75243335</link><description><![CDATA[(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas (41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos? (52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species? (01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison (01:16:12) China poaches our best scientists, AI reads the trash can corpus   Thanks to our partners for making this possible!  As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. <a href="https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1" target="_blank" rel="noreferrer noopener"> https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1</a> With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at <a href="http://conservationfund.org" target="_blank" rel="noreferrer noopener">http://conservationfund.org</a> Follow Eric: <a href="https://x.com/ericweinstein" target="_blank" rel="noreferrer noopener">https://x.com/ericweinstein</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>  Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>  Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>  Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a>  Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>  Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>  Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>  ]]></description><guid isPermaLink="false">83789c12-210d-431c-9b7e-8796293414a7</guid><pubDate>Wed, 26 Aug 2026 23:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243335/eric_weinstein_int_audio_v99.mp3" length="130992892" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas (41:36) Ed Witten...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas (41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos? (52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species? (01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison (01:16:12) China poaches our best scientists, AI reads the trash can corpus   Thanks to our partners for making this possible!  As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. <a href="https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1" target="_blank" rel="noreferrer noopener"> https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1</a> With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at <a href="http://conservationfund.org" target="_blank" rel="noreferrer noopener">http://conservationfund.org</a> Follow Eric: <a href="https://x.com/ericweinstein" target="_blank" rel="noreferrer noopener">https://x.com/ericweinstein</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>  Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>  Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>  Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a>  Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>  Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>  Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>  ]]></itunes:summary><itunes:duration>5420</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/013ab6def7d1a10ae13fe4b28e6635dd.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI &amp; China</title><link>https://www.spreaker.com/episode/michael-kratsios-trump-s-science-agenda-anti-science-claims-fauci-s-damage-dei-china--75243318</link><description><![CDATA[(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain  (8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses (13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated?  (22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28  (34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American  (44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71 <br /> <br /> 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/@allin   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 <br /> <br /> #allin #tech #news  ]]></description><guid isPermaLink="false">64b534f7-b272-4bb8-9238-96055f4fa858</guid><pubDate>Mon, 24 Aug 2026 23:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243318/kratsios_int_audio_vfinal.mp3" length="81124980" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain  (8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses (13:45) $47B at...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain  (8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses (13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated?  (22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28  (34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American  (44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71 <br /> <br /> 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/@allin   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 <br /> <br /> #allin #tech #news  ]]></itunes:summary><itunes:duration>3359</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/e5fd707e6ed30b2a06f8c611515063d6.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up</title><link>https://www.spreaker.com/episode/dario-defends-himself-datacenter-panic-ai-doomer-trap-senate-toss-up--75243324</link><description><![CDATA[(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" (30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement (56:33) a16z under DOJ investigation over "interlocking directorates" (1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag   Come hang with the Besties at the All-In Summit | September 13-15: <a href="http://theallinsummit.com" target="_blank" rel="noreferrer noopener">⁠http://theallinsummit.com⁠</a> <a href="https://x.com/hashtag/AllInSummit?src=hashtag_click" target="_blank" rel="noreferrer noopener">⁠#AllInSummit⁠</a>  Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a>  <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a>  <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a>  <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>     Follow on X:  <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>  Follow on Instagram:  <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>  Follow on TikTok:  <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a>  Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpodIntro" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpodIntro</a>     Music Credit:  <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a>  <a href="https://x.com/yung_spielburgIntro" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburgIntro</a>     Video Credit:  <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>     #allin #tech #news]]></description><guid isPermaLink="false">688c4809-9cf4-4d77-b5d7-482ee43e7ccc</guid><pubDate>Fri, 21 Aug 2026 14:14:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243324/e286_99_audio.mp3" length="131979655" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" (30:12) Is an open source ban coming? Harnesses,...</itunes:subtitle><itunes:summary><![CDATA[(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" (30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement (56:33) a16z under DOJ investigation over "interlocking directorates" (1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag   Come hang with the Besties at the All-In Summit | September 13-15: <a href="http://theallinsummit.com" target="_blank" rel="noreferrer noopener">⁠http://theallinsummit.com⁠</a> <a href="https://x.com/hashtag/AllInSummit?src=hashtag_click" target="_blank" rel="noreferrer noopener">⁠#AllInSummit⁠</a>  Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a>  <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a>  <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a>  <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>     Follow on X:  <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>  Follow on Instagram:  <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>  Follow on TikTok:  <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a>  Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpodIntro" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpodIntro</a>     Music Credit:  <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a>  <a href="https://x.com/yung_spielburgIntro" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburgIntro</a>     Video Credit:  <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>     #allin #tech #news]]></itunes:summary><itunes:duration>5453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c3d52cb541738b0f77aae63789abbbc4.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety</title><link>https://www.spreaker.com/episode/flock-ceo-garrett-langley-on-controversy-surveillance-state-claims-and-privacy-vs-safety--75243312</link><description><![CDATA[(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and privacy concerns (18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired (28:25) AI, drones, facial recognition, and avoiding predictive policing (39:43) Safety is a privilege and who actually needs Flock (45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on   Thanks to our partners for making this possible!  AppLovin Ads is AppLovin's AI advertising platform reaching over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day. AppLovin Ads is now open to all advertisers. Sign up at <a href="http://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">http://applovin.com/ALLIN</a>  Numeral is the trusted solution for U.S. sales tax, VAT, and GST, used by 3,000+ businesses globally. They handle registrations, filings, and tax rates, so you can stay ahead of risk. Learn more at <a href="https://www.numeral.com/?utm_source=all-in" target="_blank" rel="noreferrer noopener">https://www.numeral.com/?utm_source=all-in</a>   Follow Garrett: <a href="https://x.com/glangley" target="_blank" rel="noreferrer noopener">https://x.com/glangley</a>     Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a>  <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a>  <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a>  <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>    Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>    Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>    Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a>    Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>    Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a>  <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>    Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>    #allin #tech #news  ]]></description><guid isPermaLink="false">428ae13c-11c4-4412-876b-0559528050e9</guid><pubDate>Tue, 18 Aug 2026 00:47:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243312/flock_ceo_int_audio_v88.mp3" length="81052708" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and privacy concerns (18:15) Dirty cops exposed: Flock's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and privacy concerns (18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired (28:25) AI, drones, facial recognition, and avoiding predictive policing (39:43) Safety is a privilege and who actually needs Flock (45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on   Thanks to our partners for making this possible!  AppLovin Ads is AppLovin's AI advertising platform reaching over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day. AppLovin Ads is now open to all advertisers. Sign up at <a href="http://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">http://applovin.com/ALLIN</a>  Numeral is the trusted solution for U.S. sales tax, VAT, and GST, used by 3,000+ businesses globally. They handle registrations, filings, and tax rates, so you can stay ahead of risk. Learn more at <a href="https://www.numeral.com/?utm_source=all-in" target="_blank" rel="noreferrer noopener">https://www.numeral.com/?utm_source=all-in</a>   Follow Garrett: <a href="https://x.com/glangley" target="_blank" rel="noreferrer noopener">https://x.com/glangley</a>     Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a>  <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a>  <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a>  <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>    Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>    Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>    Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a>    Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>    Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a>  <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>    Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>    #allin #tech #news  ]]></itunes:summary><itunes:duration>3358</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/16e36b011ff8d60538c9ad25493e0361.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback</title><link>https://www.spreaker.com/episode/anthropic-s-2t-ipo-zuck-s-ai-manifesto-nvidia-s-500b-ai-bet-grok-s-comeback--75243331</link><description><![CDATA[(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker Announcements! (58:13) Nvidia's $500B financing plan, how the AI market could fall apart (1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers (1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy (1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Gavin: <a href="https://x.com/gavinsbaker" target="_blank" rel="noreferrer noopener">https://x.com/gavinsbaker</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026</a> <a href="https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion</a> <a href="https://x.com/elonmusk/status/2052069691372478511" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/2052069691372478511</a> <a href="https://www.meta.com/thefutureisforeveryone" target="_blank" rel="noreferrer noopener">https://www.meta.com/thefutureisforeveryone</a> <a href="https://x.com/Home_of_Fight/status/2086504599444140344" target="_blank" rel="noreferrer noopener">https://x.com/Home_of_Fight/status/2086504599444140344</a> <a href="https://x.com/JensenHuang/status/2086934705207959965" target="_blank" rel="noreferrer noopener">https://x.com/JensenHuang/status/2086934705207959965</a> <a href="https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html</a> <a href="https://www.google.com/finance/beta/quote/WDAY:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/beta/quote/WDAY:NASDAQ</a> <a href="https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X</a> <a href="https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html</a>]]></description><guid isPermaLink="false">b9acd3c5-2292-42ed-8fcb-4228ccea6dfd</guid><pubDate>Fri, 14 Aug 2026 20:11:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243331/allin_e285_ch.mp3" length="143266039" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker Announcements! (58:13) Nvidia's $500B...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker Announcements! (58:13) Nvidia's $500B financing plan, how the AI market could fall apart (1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers (1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy (1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Gavin: <a href="https://x.com/gavinsbaker" target="_blank" rel="noreferrer noopener">https://x.com/gavinsbaker</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026</a> <a href="https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion</a> <a href="https://x.com/elonmusk/status/2052069691372478511" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/2052069691372478511</a> <a href="https://www.meta.com/thefutureisforeveryone" target="_blank" rel="noreferrer noopener">https://www.meta.com/thefutureisforeveryone</a> <a href="https://x.com/Home_of_Fight/status/2086504599444140344" target="_blank" rel="noreferrer noopener">https://x.com/Home_of_Fight/status/2086504599444140344</a> <a href="https://x.com/JensenHuang/status/2086934705207959965" target="_blank" rel="noreferrer noopener">https://x.com/JensenHuang/status/2086934705207959965</a> <a href="https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html</a> <a href="https://www.google.com/finance/beta/quote/WDAY:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/beta/quote/WDAY:NASDAQ</a> <a...]]></itunes:summary><itunes:duration>5970</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1616630611383941bca7b65e9619bce7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration &amp; DSA vs Democrats</title><link>https://www.spreaker.com/episode/rahm-emanuel-trump-s-foreign-policy-china-europe-s-decline-immigration-dsa-vs-democrats--75243329</link><description><![CDATA[(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reasons for the decay of the West (38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans (46:55) National debt, government interference in markets, fixing education (1:09:24) DSA vs Democrats Follow Rahm: <a href="https://x.com/RahmEmanuel" target="_blank" rel="noreferrer noopener">https://x.com/RahmEmanuel</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">2d3f7c13-7a54-434d-8136-5c13aeca9ca1</guid><pubDate>Thu, 13 Aug 2026 02:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243329/allin_intv_emanuel_ch.mp3" length="103092400" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reasons for the decay of the West (38:37) Immigration:...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reasons for the decay of the West (38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans (46:55) National debt, government interference in markets, fixing education (1:09:24) DSA vs Democrats Follow Rahm: <a href="https://x.com/RahmEmanuel" target="_blank" rel="noreferrer noopener">https://x.com/RahmEmanuel</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4296</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/98764edd554fd9d0254f54e5f26f6362.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI</title><link>https://www.spreaker.com/episode/google-s-ai-brain-drain-spacex-s-huge-quarter-airtable-s-90-collapse-us-data-fuels-china-ai--75243321</link><description><![CDATA[(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01) Airtable sells for a 90% discount: SaaSpocalypse? (1:05:56) Chinese AI labs are buying US training data to catch up Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/the_ai_investor/status/2084687703707361429" target="_blank" rel="noreferrer noopener">https://x.com/the_ai_investor/status/2084687703707361429</a> <a href="https://x.com/Tesla/status/2085365278276284803" target="_blank" rel="noreferrer noopener">https://x.com/Tesla/status/2085365278276284803</a>]]></description><guid isPermaLink="false">bf461c11-8e10-4124-8c40-f24dab393cf9</guid><pubDate>Sat, 08 Aug 2026 00:32:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243321/allin_e284_ch.mp3" length="108420109" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01) Airtable sells for a 90% discount: SaaSpocalypse? (1:05:56) Chinese AI labs are buying US training data to catch up Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/the_ai_investor/status/2084687703707361429" target="_blank" rel="noreferrer noopener">https://x.com/the_ai_investor/status/2084687703707361429</a> <a href="https://x.com/Tesla/status/2085365278276284803" target="_blank" rel="noreferrer noopener">https://x.com/Tesla/status/2085365278276284803</a>]]></itunes:summary><itunes:duration>4518</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/fd8f3ef71d3b65464b5ec5de95d5a4ec.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Saronic Founders: Autonomous Warships, China's 230X Advantage &amp; Swarms of Robot Ships</title><link>https://www.spreaker.com/episode/saronic-founders-autonomous-warships-china-s-230x-advantage-swarms-of-robot-ships--75243342</link><description><![CDATA[(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy (25:55) Could 10,000 Corsairs actually lock down a 20-mile strait? (31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan? (36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs Thanks to our partners for making this possible! Creative Planning. As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. <a href="https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1" target="_blank" rel="noreferrer noopener"> https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1</a> Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at <a href="https://www.northwestregisteredagent.com/ALLINFREE" target="_blank" rel="noreferrer noopener">https://www.northwestregisteredagent.com/ALLINFREE</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">8bbdfcd5-e2f4-4220-b5da-a84ddd1402e6</guid><pubDate>Wed, 05 Aug 2026 20:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243342/allin_saronic_ch.mp3" length="69566722" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new primes, and why only 1% of the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy (25:55) Could 10,000 Corsairs actually lock down a 20-mile strait? (31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan? (36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs Thanks to our partners for making this possible! Creative Planning. As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. <a href="https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1" target="_blank" rel="noreferrer noopener"> https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1</a> Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at <a href="https://www.northwestregisteredagent.com/ALLINFREE" target="_blank" rel="noreferrer noopener">https://www.northwestregisteredagent.com/ALLINFREE</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2899</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c488dced461351199774fdb925741147.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores</title><link>https://www.spreaker.com/episode/chip-stocks-crash-20b-fund-margin-called-frontier-labs-slow-down-ai-mamdani-s-grocery-stores--75243358</link><description><![CDATA[(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"? (1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle" (1:24:44) Science Corner: Understanding and mapping the brain Apply for All-In Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html</a> <a href="https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b</a> <a href="https://polymarket.com/event/fed-decision-in-september-762" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/fed-decision-in-september-762</a> <a href="https://situational-awareness.ai" target="_blank" rel="noreferrer noopener">https://situational-awareness.ai</a> <a href="https://www.cnbc.com/quotes/US30Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US30Y</a> <a href="https://x.com/nicolasfulghum/status/2082083884578050299" target="_blank" rel="noreferrer noopener">https://x.com/nicolasfulghum/status/2082083884578050299</a> <a href="https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321" target="_blank" rel="noreferrer noopener"> https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321</a> <a href="https://www.pacingthefrontier.com/" target="_blank" rel="noreferrer noopener">https://www.pacingthefrontier.com/</a> <a href="https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html</a> <a href="https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive" target="_blank" rel="noreferrer noopener"> https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive</a> <a href="https://vhttps//www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28" target="_blank" rel="noreferrer noopener"> vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28</a> <a href="https://www.google.com/finance/beta/quote/ASML:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/beta/quote/ASML:NASDAQ</a> <a href="https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027</a> <a href="https://x.com/v_nefodov/status/2082927219224060043" target="_blank" rel="noreferrer noopener">https://x.com/v_nefodov/status/2082927219224060043</a> <a href="https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20</a> <a href="https://punchbowl.news/article/tech/thune-anthropic" target="_blank" rel="noreferrer noopener">https://punchbowl.news/article/tech/thune-anthropic</a> <a href="https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae</a> <a href="https://x.com/OpenAI/status/2082577277246972300" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/2082577277246972300</a> <a href="https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter" target="_blank" rel="noreferrer noopener"> https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter</a> <a href="https://x.com/Jason/status/2082577230941557068" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/2082577230941557068</a> <a href="https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material" target="_blank" rel="noreferrer noopener"> https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material</a> <a href="https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop" target="_blank" rel="noreferrer noopener"> https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop</a> <a href="https://www.youtube.com/watch?v=d1azwUwKrPo&amp;t=39s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=d1azwUwKrPo&amp;t=39s</a> <a href="https://arxiv.org/pdf/2602.16417" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2602.16417</a>]]></description><guid isPermaLink="false">3202bc1f-a7db-4549-a5d1-0632d58fa81d</guid><pubDate>Fri, 31 Jul 2026 22:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243358/allin_e283_ch.mp3" length="139038710" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"?...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"? (1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle" (1:24:44) Science Corner: Understanding and mapping the brain Apply for All-In Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html</a> <a href="https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b</a> <a href="https://polymarket.com/event/fed-decision-in-september-762" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/fed-decision-in-september-762</a> <a href="https://situational-awareness.ai" target="_blank" rel="noreferrer noopener">https://situational-awareness.ai</a> <a href="https://www.cnbc.com/quotes/US30Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US30Y</a> <a href="https://x.com/nicolasfulghum/status/2082083884578050299" target="_blank" rel="noreferrer noopener">https://x.com/nicolasfulghum/status/2082083884578050299</a> <a href="https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321" target="_blank" rel="noreferrer noopener"> https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321</a> <a href="https://www.pacingthefrontier.com/" target="_blank" rel="noreferrer noopener">https://www.pacingthefrontier.com/</a> <a href="https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html</a> <a href="https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive" target="_blank" rel="noreferrer noopener"> https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive</a> <a...]]></itunes:summary><itunes:duration>5794</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/770e74caaaa9a9c057a08eeb160ea099.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs</title><link>https://www.spreaker.com/episode/the-1-hour-worker-four-robotics-ceos-on-humanoids-at-home-china-s-threat-and-the-end-of-dangerous-jobs--75243316</link><description><![CDATA[(0:00) Intro: Humanoids, Robots, &amp; AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate (15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform (22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff" (33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable (42:36) Amanda McMaster: Chinese Robotics Security Risks (47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts (58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor? Thanks to our partners for making this possible! AppLovin Ads is AppLovin's AI advertising platform reaching over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day. AppLovin Ads is now open to all advertisers. Sign up at <a href="https://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">https://applovin.com/ALLIN</a>  If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates.  Check out Plaud at <a href="https://www.plaud.ai/allin" target="_blank" rel="noreferrer noopener">https://www.plaud.ai/allin</a> and use code ALLIN for up to 10% off! Which is also available on Amazon: <a href="https://amzn.to/43URLff" target="_blank" rel="noreferrer noopener">https://amzn.to/43URLff</a> (Code: ALLIN10X) Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a>  Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">a23359d3-8299-49b5-aada-ef230f27193b</guid><pubDate>Tue, 28 Jul 2026 20:21:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243316/allin_robots_ch.mp3" length="98764270" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Intro: Humanoids, Robots, &amp;amp; AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Intro: Humanoids, Robots, &amp; AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate (15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform (22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff" (33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable (42:36) Amanda McMaster: Chinese Robotics Security Risks (47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts (58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor? Thanks to our partners for making this possible! AppLovin Ads is AppLovin's AI advertising platform reaching over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day. AppLovin Ads is now open to all advertisers. Sign up at <a href="https://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">https://applovin.com/ALLIN</a>  If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates.  Check out Plaud at <a href="https://www.plaud.ai/allin" target="_blank" rel="noreferrer noopener">https://www.plaud.ai/allin</a> and use code ALLIN for up to 10% off! Which is also available on Amazon: <a href="https://amzn.to/43URLff" target="_blank" rel="noreferrer noopener">https://amzn.to/43URLff</a> (Code: ALLIN10X) Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a>  Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4115</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5518049436a25992d3ce798eb3f0b6d8.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?</title><link>https://www.spreaker.com/episode/the-fight-over-open-source-ai-anthropic-s-1-5b-payout-nyc-socialists-evictions-violence--75243340</link><description><![CDATA[(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights Apply for All-In Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons" target="_blank" rel="noreferrer noopener"> https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons</a> <a href="https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi" target="_blank" rel="noreferrer noopener">https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi</a> <a href="https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai" target="_blank" rel="noreferrer noopener"> https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai</a> <a href="https://x.com/mkratsios47/status/2079933645888880708" target="_blank" rel="noreferrer noopener">https://x.com/mkratsios47/status/2079933645888880708</a> <a href="https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747</a> <a href="https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks" target="_blank" rel="noreferrer noopener"> https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks</a> <a href="https://stratechery.com/2026/whos-afraid-of-chinese-models" target="_blank" rel="noreferrer noopener">https://stratechery.com/2026/whos-afraid-of-chinese-models</a> <a href="https://x.com/CommerceGov/status/2080341953086886387" target="_blank" rel="noreferrer noopener">https://x.com/CommerceGov/status/2080341953086886387</a> <a href="https://x.com/tickerplus/status/2080123562560504240" target="_blank" rel="noreferrer noopener">https://x.com/tickerplus/status/2080123562560504240</a> <a href="https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking" target="_blank" rel="noreferrer noopener">https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking</a> <a href="https://x.com/sama/status/2077817060068057493" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/2077817060068057493</a> <a href="https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20</a> <a href="https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks" target="_blank" rel="noreferrer noopener"> https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks</a> <a href="https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation" target="_blank" rel="noreferrer noopener"> https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation</a> <a href="https://x.com/typesfast/status/2080339052398891244" target="_blank" rel="noreferrer noopener">https://x.com/typesfast/status/2080339052398891244</a> <a href="https://www.thefp.com/p/why-new-york-city-has-50000-ghost" target="_blank" rel="noreferrer noopener">https://www.thefp.com/p/why-new-york-city-has-50000-ghost</a>]]></description><guid isPermaLink="false">d2e9f5ad-85fb-49f6-bc5c-65f32868b632</guid><pubDate>Fri, 24 Jul 2026 20:46:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243340/allin_e282_ch.mp3" length="134964123" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights Apply for All-In Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons" target="_blank" rel="noreferrer noopener"> https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons</a> <a href="https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi" target="_blank" rel="noreferrer noopener">https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi</a> <a href="https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai" target="_blank" rel="noreferrer noopener"> https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai</a> <a href="https://x.com/mkratsios47/status/2079933645888880708" target="_blank" rel="noreferrer noopener">https://x.com/mkratsios47/status/2079933645888880708</a> <a href="https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747</a> <a href="https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks" target="_blank" rel="noreferrer noopener"> https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks</a> <a href="https://stratechery.com/2026/whos-afraid-of-chinese-models" target="_blank" rel="noreferrer noopener">https://stratechery.com/2026/whos-afraid-of-chinese-models</a> <a href="https://x.com/CommerceGov/status/2080341953086886387" target="_blank" rel="noreferrer noopener">https://x.com/CommerceGov/status/2080341953086886387</a> <a href="https://x.com/tickerplus/status/2080123562560504240" target="_blank" rel="noreferrer noopener">https://x.com/tickerplus/status/2080123562560504240</a> <a href="https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking" target="_blank" rel="noreferrer noopener">https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking</a> <a...]]></itunes:summary><itunes:duration>5624</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/8ca5b3b1e400970aa51064b6e935c2da.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?</title><link>https://www.spreaker.com/episode/mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out--75243403</link><description><![CDATA[(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health &amp; AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks &amp; Sports Talk Thanks to our partners for making this possible! AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">https://applovin.com/ALLIN</a> Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at <a href="https://www.northwestregisteredagent.com/ALLINFREE" target="_blank" rel="noreferrer noopener">https://www.northwestregisteredagent.com/ALLINFREE</a> Follow Mark: <a href="https://x.com/mcuban" target="_blank" rel="noreferrer noopener">https://x.com/mcuban</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">d4e4932a-4eb5-4007-8f84-4d386c3a22ce</guid><pubDate>Mon, 20 Jul 2026 18:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243403/allin_mc_raise_ch.mp3" length="59971359" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health &amp;amp; AI: self-directed healthcare and...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health &amp; AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks &amp; Sports Talk Thanks to our partners for making this possible! AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">https://applovin.com/ALLIN</a> Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at <a href="https://www.northwestregisteredagent.com/ALLINFREE" target="_blank" rel="noreferrer noopener">https://www.northwestregisteredagent.com/ALLINFREE</a> Follow Mark: <a href="https://x.com/mcuban" target="_blank" rel="noreferrer noopener">https://x.com/mcuban</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2499</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/aeaeb16bbfb7073f970ff33aa8b40c31.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters</title><link>https://www.spreaker.com/episode/can-the-ai-industry-regulate-itself-stripe-wants-paypal-china-catches-up-ny-bans-datacenters--75243337</link><description><![CDATA[(0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, alleging stolen trade secrets (42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model (59:53) NY bans datacenters, becoming first state to enact a moratorium (1:22:57) Science Corner: New data on reversing aging! Adopt Ronnie the Dog: <a href="https://www.instagram.com/reels/Da0pGahBwaW" target="_blank" rel="noreferrer noopener">https://www.instagram.com/reels/Da0pGahBwaW</a> Apply for All-In Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/2077502408528212144" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2077502408528212144</a> <a href="https://x.com/demishassabis/status/2076957440109625718" target="_blank" rel="noreferrer noopener">https://x.com/demishassabis/status/2076957440109625718</a> <a href="https://x.com/satyanadella/status/2076323181154230284" target="_blank" rel="noreferrer noopener">https://x.com/satyanadella/status/2076323181154230284</a> <a href="https://x.com/Jason/status/2076231055443440105" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/2076231055443440105</a> <a href="https://x.com/SquawkCNBC/status/2077741908391031246" target="_blank" rel="noreferrer noopener">https://x.com/SquawkCNBC/status/2077741908391031246</a> <a href="https://thinkingmachines.ai/news/introducing-inkling" target="_blank" rel="noreferrer noopener">https://thinkingmachines.ai/news/introducing-inkling</a> <a href="https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415</a> <a href="https://x.com/politico/status/2077315780144996633" target="_blank" rel="noreferrer noopener">https://x.com/politico/status/2077315780144996633</a> <a href="https://x.com/DavidSacks/status/1978145266269077891" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1978145266269077891</a> <a href="https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15</a> <a href="https://www.tipranks.com/news/the-fly/block-contributing-to-equity-for-paypal-takeover-bid-cnbc-says-thefly-news" target="_blank" rel="noreferrer noopener"> https://www.tipranks.com/news/the-fly/block-contributing-to-equity-for-paypal-takeover-bid-cnbc-says-thefly-news</a> <a href="https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf" target="_blank" rel="noreferrer noopener"> https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf</a> <a href="https://finance.yahoo.com/technology/ai/articles/apple-lawsuit-threatens-openais-hardware-215438163.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/technology/ai/articles/apple-lawsuit-threatens-openais-hardware-215438163.html</a> <a href="https://x.com/markgurman/status/2076306380583997665" target="_blank" rel="noreferrer noopener">https://x.com/markgurman/status/2076306380583997665</a> <a href="https://www.engadget.com/2216186/elon-musk-bought-a-gas-turbine-company" target="_blank" rel="noreferrer noopener"> https://www.engadget.com/2216186/elon-musk-bought-a-gas-turbine-company</a> <a href="https://x.com/Reuters/status/2076957424339050839" target="_blank" rel="noreferrer noopener">https://x.com/Reuters/status/2076957424339050839</a> <a href="https://x.com/teddyschleifer/status/2077596563380072694" target="_blank" rel="noreferrer noopener">https://x.com/teddyschleifer/status/2077596563380072694</a> <a href="https://x.com/teddyschleifer/status/2077606887055306879" target="_blank" rel="noreferrer noopener">https://x.com/teddyschleifer/status/2077606887055306879</a> <a href="https://openai.com/index/prc-linked-influence-operations-ai-debates" target="_blank" rel="noreferrer noopener"> https://openai.com/index/prc-linked-influence-operations-ai-debates</a> <a href="https://www.politico.com/news/2026/06/10/openai-china-ai-data-centers-report-00957612" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2026/06/10/openai-china-ai-data-centers-report-00957612</a> <a href="https://trends.google.com/explore?q=GMO%2C%2Fm%2F0dkz0z&amp;date=2010-01-01%202026-07-15&amp;geo=US" target="_blank" rel="noreferrer noopener"> https://trends.google.com/explore?q=GMO%2C%2Fm%2F0dkz0z&amp;date=2010-01-01%202026-07-15&amp;geo=US</a> <a href="https://www.nature.com/articles/s41467-026-75141-2" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41467-026-75141-2</a>]]></description><guid isPermaLink="false">643dd7f8-9888-4093-bc89-acfdd4362fce</guid><pubDate>Sat, 18 Jul 2026 00:36:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243337/allin_e281_ch.mp3" length="129463012" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, alleging stolen trade secrets (42:49) Grok Build data...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, alleging stolen trade secrets (42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model (59:53) NY bans datacenters, becoming first state to enact a moratorium (1:22:57) Science Corner: New data on reversing aging! Adopt Ronnie the Dog: <a href="https://www.instagram.com/reels/Da0pGahBwaW" target="_blank" rel="noreferrer noopener">https://www.instagram.com/reels/Da0pGahBwaW</a> Apply for All-In Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/2077502408528212144" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2077502408528212144</a> <a href="https://x.com/demishassabis/status/2076957440109625718" target="_blank" rel="noreferrer noopener">https://x.com/demishassabis/status/2076957440109625718</a> <a href="https://x.com/satyanadella/status/2076323181154230284" target="_blank" rel="noreferrer noopener">https://x.com/satyanadella/status/2076323181154230284</a> <a href="https://x.com/Jason/status/2076231055443440105" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/2076231055443440105</a> <a href="https://x.com/SquawkCNBC/status/2077741908391031246" target="_blank" rel="noreferrer noopener">https://x.com/SquawkCNBC/status/2077741908391031246</a> <a href="https://thinkingmachines.ai/news/introducing-inkling" target="_blank" rel="noreferrer noopener">https://thinkingmachines.ai/news/introducing-inkling</a> <a href="https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415</a> <a href="https://x.com/politico/status/2077315780144996633" target="_blank" rel="noreferrer noopener">https://x.com/politico/status/2077315780144996633</a> <a href="https://x.com/DavidSacks/status/1978145266269077891" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1978145266269077891</a> <a href="https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15</a> <a...]]></itunes:summary><itunes:duration>5395</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b28e49e4bb8e0a4d5fd8f9102698ce58.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding</title><link>https://www.spreaker.com/episode/former-intel-ceo-on-what-went-wrong-what-s-next-lovable-ceo-on-the-real-promise-of-vibe-coding--75243347</link><description><![CDATA[(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How Lovable is Bringing Down Builder Costs Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. <a href="https://airwallex.com/allin" target="_blank" rel="noreferrer noopener">https://airwallex.com/allin</a> PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at <a href="https://www.plaud.ai/allin" target="_blank" rel="noreferrer noopener">https://www.plaud.ai/allin</a> and use code ALLIN for 10% off! It is also available on Amazon: <a href="https://amzn.to/43URLff" target="_blank" rel="noreferrer noopener">https://amzn.to/43URLff</a> (Code: ALLIN10X) Follow Pat: <a href="https://x.com/PGelsinger" target="_blank" rel="noreferrer noopener">https://x.com/PGelsinger</a> Follow Anton: <a href="https://x.com/antonosika" target="_blank" rel="noreferrer noopener">https://x.com/antonosika</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> And a special thank you to Raise Summit for hosting us in Paris]]></description><guid isPermaLink="false">e55cd042-2dc9-45cc-861d-c2c70c36f835</guid><pubDate>Wed, 15 Jul 2026 20:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243347/paris_2_ch.mp3" length="71613470" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How Lovable is Bringing Down Builder Costs...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How Lovable is Bringing Down Builder Costs Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. <a href="https://airwallex.com/allin" target="_blank" rel="noreferrer noopener">https://airwallex.com/allin</a> PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at <a href="https://www.plaud.ai/allin" target="_blank" rel="noreferrer noopener">https://www.plaud.ai/allin</a> and use code ALLIN for 10% off! It is also available on Amazon: <a href="https://amzn.to/43URLff" target="_blank" rel="noreferrer noopener">https://amzn.to/43URLff</a> (Code: ALLIN10X) Follow Pat: <a href="https://x.com/PGelsinger" target="_blank" rel="noreferrer noopener">https://x.com/PGelsinger</a> Follow Anton: <a href="https://x.com/antonosika" target="_blank" rel="noreferrer noopener">https://x.com/antonosika</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> And a special thank you to Raise Summit for hosting us in Paris]]></itunes:summary><itunes:duration>2984</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/44052b2bf646195082aa9f4ae8df844e.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Trillion-Dollar Industries AI Is Disrupting: Voice, Law &amp; the End of the Billable Hour</title><link>https://www.spreaker.com/episode/the-trillion-dollar-industries-ai-is-disrupting-voice-law-the-end-of-the-billable-hour--75243418</link><description><![CDATA[(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees &amp; Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation &amp; Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms &amp; the Billable Hour (42:31) LexisNexis Decline, Legal Data Moats &amp; Legora's Narrow AI Models Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. <a href="https://airwallex.com/allin" target="_blank" rel="noreferrer noopener">https://airwallex.com/allin</a> Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit <a href="https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&amp;SC=:ex:sn:::::AllIn&amp;pcode=" target="_blank" rel="noreferrer noopener"> https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&amp;SC=:ex:sn:::::AllIn&amp;pcode=</a> Follow Mati: <a href="https://x.com/mati" target="_blank" rel="noreferrer noopener">https://x.com/mati</a> Follow Max: <a href="https://x.com/MaxJunestrand" target="_blank" rel="noreferrer noopener">https://x.com/MaxJunestrand</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> And a special thank you to Raise Summit for hosting us in Paris]]></description><guid isPermaLink="false">d43e7dda-045c-49e0-b7b7-2ffa841cbb8d</guid><pubDate>Mon, 13 Jul 2026 22:07:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243418/1_paris_ch.mp3" length="74214961" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees &amp;amp; Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation &amp;amp; Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms &amp;amp; the Billable Hour (42:31)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees &amp; Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation &amp; Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms &amp; the Billable Hour (42:31) LexisNexis Decline, Legal Data Moats &amp; Legora's Narrow AI Models Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. <a href="https://airwallex.com/allin" target="_blank" rel="noreferrer noopener">https://airwallex.com/allin</a> Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit <a href="https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&amp;SC=:ex:sn:::::AllIn&amp;pcode=" target="_blank" rel="noreferrer noopener"> https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&amp;SC=:ex:sn:::::AllIn&amp;pcode=</a> Follow Mati: <a href="https://x.com/mati" target="_blank" rel="noreferrer noopener">https://x.com/mati</a> Follow Max: <a href="https://x.com/MaxJunestrand" target="_blank" rel="noreferrer noopener">https://x.com/MaxJunestrand</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> And a special thank you to Raise Summit for hosting us in Paris]]></itunes:summary><itunes:duration>3093</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b89b65269c7d53c16b9d231a34c9418d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts</title><link>https://www.spreaker.com/episode/more-trillion-dollar-ipos-anthropic-3t-zuck-s-price-war-china-ends-open-source-trump-accounts--75243352</link><description><![CDATA[(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Brad: <a href="https://ttps//x.com/altcap" target="_blank" rel="noreferrer noopener">ttps://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://x.com/thejessezhang/status/2074154325933424861" target="_blank" rel="noreferrer noopener">https://x.com/thejessezhang/status/2074154325933424861</a> <a href="https://x.com/praveenTweets/status/2074605343439810922" target="_blank" rel="noreferrer noopener">https://x.com/praveenTweets/status/2074605343439810922</a> <a href="https://x.com/nikesharora/status/2074802778074124434" target="_blank" rel="noreferrer noopener">https://x.com/nikesharora/status/2074802778074124434</a> <a href="https://x.com/nikesharora/status/2074814752174522857" target="_blank" rel="noreferrer noopener">https://x.com/nikesharora/status/2074814752174522857</a> <a href="https://x.com/brian_armstrong/status/2070670644577280109" target="_blank" rel="noreferrer noopener">https://x.com/brian_armstrong/status/2070670644577280109</a> <a href="https://x.com/andyfang/status/2074252174226493584" target="_blank" rel="noreferrer noopener">https://x.com/andyfang/status/2074252174226493584</a> <a href="https://x.com/nikesharora/status/2074630732019036574" target="_blank" rel="noreferrer noopener">https://x.com/nikesharora/status/2074630732019036574</a> <a href="https://x.com/finkd/status/2075218444056707458" target="_blank" rel="noreferrer noopener">https://x.com/finkd/status/2075218444056707458</a> <a href="https://x.com/alighodsi/status/2074996561306955958" target="_blank" rel="noreferrer noopener">https://x.com/alighodsi/status/2074996561306955958</a> <a href="https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight" target="_blank" rel="noreferrer noopener"> https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight</a> <a href="https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed" target="_blank" rel="noreferrer noopener"> https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed</a> <a href="https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07</a> <a href="https://x.com/KurtSupeCPA/thread/2074817292550984010" target="_blank" rel="noreferrer noopener">https://x.com/KurtSupeCPA/thread/2074817292550984010</a>]]></description><guid isPermaLink="false">4423c373-1b80-4d70-b500-f9823914247a</guid><pubDate>Sat, 11 Jul 2026 02:12:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243352/allin_e280_ch.mp3" length="147001668" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Brad: <a href="https://ttps//x.com/altcap" target="_blank" rel="noreferrer noopener">ttps://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://x.com/thejessezhang/status/2074154325933424861" target="_blank" rel="noreferrer noopener">https://x.com/thejessezhang/status/2074154325933424861</a> <a href="https://x.com/praveenTweets/status/2074605343439810922" target="_blank" rel="noreferrer noopener">https://x.com/praveenTweets/status/2074605343439810922</a> <a href="https://x.com/nikesharora/status/2074802778074124434" target="_blank" rel="noreferrer noopener">https://x.com/nikesharora/status/2074802778074124434</a> <a href="https://x.com/nikesharora/status/2074814752174522857" target="_blank" rel="noreferrer noopener">https://x.com/nikesharora/status/2074814752174522857</a> <a href="https://x.com/brian_armstrong/status/2070670644577280109" target="_blank" rel="noreferrer noopener">https://x.com/brian_armstrong/status/2070670644577280109</a> <a href="https://x.com/andyfang/status/2074252174226493584" target="_blank" rel="noreferrer noopener">https://x.com/andyfang/status/2074252174226493584</a> <a href="https://x.com/nikesharora/status/2074630732019036574" target="_blank" rel="noreferrer noopener">https://x.com/nikesharora/status/2074630732019036574</a> <a href="https://x.com/finkd/status/2075218444056707458" target="_blank" rel="noreferrer noopener">https://x.com/finkd/status/2075218444056707458</a> <a href="https://x.com/alighodsi/status/2074996561306955958" target="_blank" rel="noreferrer noopener">https://x.com/alighodsi/status/2074996561306955958</a> <a href="https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight" target="_blank" rel="noreferrer noopener"> https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight</a> <a...]]></itunes:summary><itunes:duration>6125</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c6f18d51f9eac17037e785f8a7e4a189.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras &amp; Black Forest Labs</title><link>https://www.spreaker.com/episode/open-source-wins-agi-is-here-and-scorsese-s-ai-toolkit-with-ceos-of-cerebras-black-forest-labs--75243348</link><description><![CDATA[(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP Thanks to our partners for making this possible! AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">https://applovin.com/ALLIN</a> Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. <a href="https://www.nasdaq.com/convergence-economy" target="_blank" rel="noreferrer noopener">https://www.nasdaq.com/convergence-economy</a> Follow Andrew: <a href="https://x.com/andrewdfeldman" target="_blank" rel="noreferrer noopener">https://x.com/andrewdfeldman</a> Follow Robin: <a href="https://x.com/robrombach" target="_blank" rel="noreferrer noopener">https://x.com/robrombach</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">e7e64c8a-492a-4227-a6cb-5ff7894f3f3a</guid><pubDate>Fri, 10 Jul 2026 01:26:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243348/paris_versailles_ch4.mp3" length="92081468" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP Thanks to our partners for making this possible! AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">https://applovin.com/ALLIN</a> Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. <a href="https://www.nasdaq.com/convergence-economy" target="_blank" rel="noreferrer noopener">https://www.nasdaq.com/convergence-economy</a> Follow Andrew: <a href="https://x.com/andrewdfeldman" target="_blank" rel="noreferrer noopener">https://x.com/andrewdfeldman</a> Follow Robin: <a href="https://x.com/robrombach" target="_blank" rel="noreferrer noopener">https://x.com/robrombach</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@allin" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>3837</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f62b6f7e42491299c796a44270e08761.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie</title><link>https://www.spreaker.com/episode/ai-sovereignty-wars-palantir-nvidia-deal-scotus-birthright-ruling-newsom-s-ca-budget-lie--75243328</link><description><![CDATA[(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models" target="_blank" rel="noreferrer noopener"> https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models</a> <a href="https://x.com/PalantirTech/status/2072326189079757277" target="_blank" rel="noreferrer noopener">https://x.com/PalantirTech/status/2072326189079757277</a> <a href="https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f</a> <a href="https://www.google.com/finance/quote/FIG:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/FIG:NYSE</a> <a href="https://x.com/DavidSacks/status/2072673187666813226" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2072673187666813226</a> <a href="https://x.com/chamath/status/2072665199786561713" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2072665199786561713</a> <a href="https://x.com/quxiaoyin/status/2072428278976074115" target="_blank" rel="noreferrer noopener">https://x.com/quxiaoyin/status/2072428278976074115</a> <a href="https://x.com/chamath/status/2072390507628540213" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2072390507628540213</a> <a href="https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us</a> <a href="https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary" target="_blank" rel="noreferrer noopener"> https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary</a> <a href="https://x.com/GavinNewsom/status/2070496029280276571" target="_blank" rel="noreferrer noopener">https://x.com/GavinNewsom/status/2070496029280276571</a> <a href="https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed" target="_blank" rel="noreferrer noopener"> https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed</a> <a href="https://x.com/JeanneIves/status/2072165726526308719" target="_blank" rel="noreferrer noopener">https://x.com/JeanneIves/status/2072165726526308719</a> <a href="https://polymarket.com/event/democratic-presidential-nominee-2028" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/democratic-presidential-nominee-2028</a>]]></description><guid isPermaLink="false">afd9c6d3-2254-4a38-9847-a304981d286d</guid><pubDate>Fri, 03 Jul 2026 22:12:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243328/allin_e279_ch.mp3" length="147123399" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models" target="_blank" rel="noreferrer noopener"> https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models</a> <a href="https://x.com/PalantirTech/status/2072326189079757277" target="_blank" rel="noreferrer noopener">https://x.com/PalantirTech/status/2072326189079757277</a> <a href="https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f</a> <a href="https://www.google.com/finance/quote/FIG:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/FIG:NYSE</a> <a href="https://x.com/DavidSacks/status/2072673187666813226" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2072673187666813226</a> <a href="https://x.com/chamath/status/2072665199786561713" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2072665199786561713</a> <a href="https://x.com/quxiaoyin/status/2072428278976074115" target="_blank" rel="noreferrer noopener">https://x.com/quxiaoyin/status/2072428278976074115</a> <a href="https://x.com/chamath/status/2072390507628540213" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2072390507628540213</a> <a href="https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us</a> <a href="https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary" target="_blank" rel="noreferrer noopener"> https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary</a> <a href="https://x.com/GavinNewsom/status/2070496029280276571"...]]></itunes:summary><itunes:duration>6131</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/ef88c3fe2363054c4b0e07aff41936bc.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nate Silver Predicts: Democrats Take the House, Newsom Is Fading &amp; AOC Might Win It All in 2028</title><link>https://www.spreaker.com/episode/nate-silver-predicts-democrats-take-the-house-newsom-is-fading-aoc-might-win-it-all-in-2028--75243336</link><description><![CDATA[(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed (50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard (55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC   Thanks to our partners! Northwest Registered Agent — Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at <a href="http://northwestregisteredagent.com/ALLINFREE" target="_blank" rel="noreferrer noopener">northwestregisteredagent.com/ALLINFREE</a> PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at <a href="https://www.plaud.ai/allin" target="_blank" rel="noreferrer noopener">https://www.plaud.ai/allin</a> and use code ALLIN for 10% off! It is also available on Amazon: <a href="https://amzn.to/43URLff" target="_blank" rel="noreferrer noopener">https://amzn.to/43URLff</a> (Code: ALLIN10X) Follow Nate: <a href="https://x.com/NateSilver538" target="_blank" rel="noreferrer noopener">https://x.com/NateSilver538</a>  Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">a76ab591-7664-4c68-9059-580b160956b0</guid><pubDate>Mon, 29 Jun 2026 15:47:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243336/final_pass_nate_silver.mp3" length="87798115" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed (50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard (55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC   Thanks to our partners! Northwest Registered Agent — Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at <a href="http://northwestregisteredagent.com/ALLINFREE" target="_blank" rel="noreferrer noopener">northwestregisteredagent.com/ALLINFREE</a> PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at <a href="https://www.plaud.ai/allin" target="_blank" rel="noreferrer noopener">https://www.plaud.ai/allin</a> and use code ALLIN for 10% off! It is also available on Amazon: <a href="https://amzn.to/43URLff" target="_blank" rel="noreferrer noopener">https://amzn.to/43URLff</a> (Code: ALLIN10X) Follow Nate: <a href="https://x.com/NateSilver538" target="_blank" rel="noreferrer noopener">https://x.com/NateSilver538</a>  Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3642</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/442fdbb0bfe456e4e3ab33b38ce0a147.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter</title><link>https://www.spreaker.com/episode/socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-crunch-micron-s-blowout-quarter--75243361</link><description><![CDATA[(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price Follow Gavin: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Travis: <a href="https://x.com/travisk" target="_blank" rel="noreferrer noopener">https://x.com/travisk</a> Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579" target="_blank" rel="noreferrer noopener"> https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579</a> <a href="https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710</a> <a href="https://x.com/thestustustudio/status/2067356255916536120" target="_blank" rel="noreferrer noopener">https://x.com/thestustustudio/status/2067356255916536120</a> <a href="https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127</a> <a href="https://x.com/EndWokeness/status/2069645066252034288" target="_blank" rel="noreferrer noopener">https://x.com/EndWokeness/status/2069645066252034288</a> <a href="https://x.com/america/status/2069622732279402804" target="_blank" rel="noreferrer noopener">https://x.com/america/status/2069622732279402804</a> <a href="https://x.com/realmaalouf/status/2069433391162798337" target="_blank" rel="noreferrer noopener">https://x.com/realmaalouf/status/2069433391162798337</a> <a href="https://x.com/JoshBlockDC/status/2070108811851882691" target="_blank" rel="noreferrer noopener">https://x.com/JoshBlockDC/status/2070108811851882691</a> <a href="https://x.com/EndWokeness/status/2069776474429624684" target="_blank" rel="noreferrer noopener">https://x.com/EndWokeness/status/2069776474429624684</a> <a href="https://x.com/EndWokeness/status/2068829255786803368" target="_blank" rel="noreferrer noopener">https://x.com/EndWokeness/status/2068829255786803368</a> <a href="https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people" target="_blank" rel="noreferrer noopener"> https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people</a> <a href="https://x.com/PirateWires/status/2069146641266094417" target="_blank" rel="noreferrer noopener">https://x.com/PirateWires/status/2069146641266094417</a> <a href="https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e</a> <a href="https://x.com/jietang/status/2067580270078030088" target="_blank" rel="noreferrer noopener">https://x.com/jietang/status/2067580270078030088</a>]]></description><guid isPermaLink="false">786c45b1-79c0-4c09-9b9e-923c9f056e99</guid><pubDate>Fri, 26 Jun 2026 23:53:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243361/allin_e278_ch.mp3" length="146462986" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price Follow Gavin: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Travis: <a href="https://x.com/travisk" target="_blank" rel="noreferrer noopener">https://x.com/travisk</a> Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579" target="_blank" rel="noreferrer noopener"> https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579</a> <a href="https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710</a> <a href="https://x.com/thestustustudio/status/2067356255916536120" target="_blank" rel="noreferrer noopener">https://x.com/thestustustudio/status/2067356255916536120</a> <a href="https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127</a> <a href="https://x.com/EndWokeness/status/2069645066252034288" target="_blank" rel="noreferrer noopener">https://x.com/EndWokeness/status/2069645066252034288</a> <a href="https://x.com/america/status/2069622732279402804" target="_blank" rel="noreferrer noopener">https://x.com/america/status/2069622732279402804</a> <a href="https://x.com/realmaalouf/status/2069433391162798337" target="_blank" rel="noreferrer noopener">https://x.com/realmaalouf/status/2069433391162798337</a> <a href="https://x.com/JoshBlockDC/status/2070108811851882691" target="_blank" rel="noreferrer noopener">https://x.com/JoshBlockDC/status/2070108811851882691</a> <a href="https://x.com/EndWokeness/status/2069776474429624684" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6103</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1f74fa880e49801d8b00cdbf92ef1bd8.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay</title><link>https://www.spreaker.com/episode/gamestop-ceo-ryan-cohen-s-56b-plan-to-take-over-ebay--75243385</link><description><![CDATA[(0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure) (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace (49:33) Why eBay has rejected the offer, media bias against GameStop Thanks to our partners! AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">https://applovin.com/ALLIN</a> Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. <a href="https://www.nasdaq.com" target="_blank" rel="noreferrer noopener">https://www.nasdaq.com</a> Follow Ryan: <a href="https://x.com/ryancohen" target="_blank" rel="noreferrer noopener">https://x.com/ryancohen</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">1d6e6319-449a-458d-b740-174eb6bb17d6</guid><pubDate>Tue, 23 Jun 2026 20:52:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243385/allin_intv_cohen_ch.mp3" length="90777171" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure) (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace (49:33) Why eBay has rejected the offer, media bias against GameStop Thanks to our partners! AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://applovin.com/ALLIN" target="_blank" rel="noreferrer noopener">https://applovin.com/ALLIN</a> Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. <a href="https://www.nasdaq.com" target="_blank" rel="noreferrer noopener">https://www.nasdaq.com</a> Follow Ryan: <a href="https://x.com/ryancohen" target="_blank" rel="noreferrer noopener">https://x.com/ryancohen</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3783</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b32f526dafb05ae23d24f1f2d81e0cb9.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal</title><link>https://www.spreaker.com/episode/world-s-first-trillionaire-anthropic-fable-banned-the-new-oligarchs-iran-peace-deal--75243309</link><description><![CDATA[(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions (33:34) Behind the scenes of Anthropic's Fable ban (1:01:18) Claude psychoanalyzes its creator, Dario Amodei (1:14:31) Iran War MOU and the market impact Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html</a> <a href="https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026</a> <a href="https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html</a> <a href="https://www.bbc.com/news/articles/cgrk21wnvy9o" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/articles/cgrk21wnvy9o</a> <a href="https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg</a> <a href="https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire</a> <a href="https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos</a> <a href="https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls" target="_blank" rel="noreferrer noopener"> https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls</a> <a href="https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product</a> <a href="https://x.com/DavidSacks/status/2065853007619588171" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2065853007619588171</a> <a href="https://www.wsj.com/tech/ai/amazon-ceos-talks-with-u-s-officials-triggered-crackdown-on-anthropic-models-dcc90578" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/amazon-ceos-talks-with-u-s-officials-triggered-crackdown-on-anthropic-models-dcc90578</a> <a href="https://www.anthropic.com/news/fable-mythos-access" target="_blank" rel="noreferrer noopener">https://www.anthropic.com/news/fable-mythos-access</a> <a href="https://stratechery.com/2026/anthropics-safety-superpower" target="_blank" rel="noreferrer noopener">https://stratechery.com/2026/anthropics-safety-superpower</a> <a href="https://www.nist.gov/news-events/news/2024/08/us-ai-safety-institute-signs-agreements-regarding-ai-safety-research" target="_blank" rel="noreferrer noopener"> https://www.nist.gov/news-events/news/2024/08/us-ai-safety-institute-signs-agreements-regarding-ai-safety-research</a> <a href="https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html</a> <a href="https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-openai-anthropic.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-openai-anthropic.html</a>]]></description><guid isPermaLink="false">fe009dce-e1b0-43e5-b9c3-ac8169bd39eb</guid><pubDate>Fri, 19 Jun 2026 22:07:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243309/allin_e277_ch.mp3" length="121666715" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions (33:34) Behind the scenes of Anthropic's Fable ban...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions (33:34) Behind the scenes of Anthropic's Fable ban (1:01:18) Claude psychoanalyzes its creator, Dario Amodei (1:14:31) Iran War MOU and the market impact Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html</a> <a href="https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026</a> <a href="https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html</a> <a href="https://www.bbc.com/news/articles/cgrk21wnvy9o" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/articles/cgrk21wnvy9o</a> <a href="https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg</a> <a href="https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire</a> <a href="https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos</a> <a href="https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls" target="_blank" rel="noreferrer noopener"> https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls</a> <a href="https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5070</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/41eb6927b6d928e800f0b17d022382e8.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up &amp; California's Broken Elections</title><link>https://www.spreaker.com/episode/anthropic-s-fable-backlash-nationalizing-ai-inflation-heats-up-california-s-broken-elections--75243369</link><description><![CDATA[(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks" (59:22) Liquidity recap: Best moments and takeaways (1:05:39) Inflation heats up: CPI and PPI see 3+ year highs (1:12:27) California's loose election laws creating integrity doubts Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.anthropic.com/news/claude-fable-5-mythos-5" target="_blank" rel="noreferrer noopener">https://www.anthropic.com/news/claude-fable-5-mythos-5</a> <a href="https://x.com/Scobleizer/status/2064641097310335294" target="_blank" rel="noreferrer noopener">https://x.com/Scobleizer/status/2064641097310335294</a> <a href="https://x.com/GergelyOrosz/status/2064618497150210391" target="_blank" rel="noreferrer noopener">https://x.com/GergelyOrosz/status/2064618497150210391</a> <a href="https://x.com/cremieuxrecueil/status/2064433331970720187" target="_blank" rel="noreferrer noopener">https://x.com/cremieuxrecueil/status/2064433331970720187</a> <a href="https://x.com/Yuchenj_UW/status/2064524668208545955" target="_blank" rel="noreferrer noopener">https://x.com/Yuchenj_UW/status/2064524668208545955</a> <a href="https://stratechery.com" target="_blank" rel="noreferrer noopener">https://stratechery.com</a> <a href="https://x.com/peter_szilagyi/status/2064620043896291671" target="_blank" rel="noreferrer noopener">https://x.com/peter_szilagyi/status/2064620043896291671</a> <a href="https://darioamodei.com/post/policy-on-the-ai-exponential" target="_blank" rel="noreferrer noopener">https://darioamodei.com/post/policy-on-the-ai-exponential</a> <a href="https://screendna.org" target="_blank" rel="noreferrer noopener">https://screendna.org</a> <a href="https://x.com/DavidSacks/status/2065120386660880765" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2065120386660880765</a> <a href="https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://polymarket.com/event/how-high-will-inflation-get-in-2026" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/how-high-will-inflation-get-in-2026</a> <a href="https://polymarket.com/event/fed-rate-hike-in-2026" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/fed-rate-hike-in-2026</a> <a href="https://x.com/robbystarbuck/status/2063602942637158423" target="_blank" rel="noreferrer noopener">https://x.com/robbystarbuck/status/2063602942637158423</a> <a href="https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme</a> <a href="https://www.dol.gov/newsroom/releases/osec/osec20260218" target="_blank" rel="noreferrer noopener">https://www.dol.gov/newsroom/releases/osec/osec20260218</a> <a href="https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep" target="_blank" rel="noreferrer noopener"> https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep</a> <a href="https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers</a> <a href="https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds</a> <a href="https://x.com/californiapost/status/2064362900098048386" target="_blank" rel="noreferrer noopener">https://x.com/californiapost/status/2064362900098048386</a>]]></description><guid isPermaLink="false">aed8a034-f95c-4fd8-a457-c964d779dee6</guid><pubDate>Sat, 13 Jun 2026 04:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243369/allin_e276_ch.mp3" length="146878348" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks" (59:22) Liquidity recap: Best moments and takeaways (1:05:39) Inflation heats up: CPI and PPI see 3+ year highs (1:12:27) California's loose election laws creating integrity doubts Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.anthropic.com/news/claude-fable-5-mythos-5" target="_blank" rel="noreferrer noopener">https://www.anthropic.com/news/claude-fable-5-mythos-5</a> <a href="https://x.com/Scobleizer/status/2064641097310335294" target="_blank" rel="noreferrer noopener">https://x.com/Scobleizer/status/2064641097310335294</a> <a href="https://x.com/GergelyOrosz/status/2064618497150210391" target="_blank" rel="noreferrer noopener">https://x.com/GergelyOrosz/status/2064618497150210391</a> <a href="https://x.com/cremieuxrecueil/status/2064433331970720187" target="_blank" rel="noreferrer noopener">https://x.com/cremieuxrecueil/status/2064433331970720187</a> <a href="https://x.com/Yuchenj_UW/status/2064524668208545955" target="_blank" rel="noreferrer noopener">https://x.com/Yuchenj_UW/status/2064524668208545955</a> <a href="https://stratechery.com" target="_blank" rel="noreferrer noopener">https://stratechery.com</a> <a href="https://x.com/peter_szilagyi/status/2064620043896291671" target="_blank" rel="noreferrer noopener">https://x.com/peter_szilagyi/status/2064620043896291671</a> <a href="https://darioamodei.com/post/policy-on-the-ai-exponential" target="_blank" rel="noreferrer noopener">https://darioamodei.com/post/policy-on-the-ai-exponential</a> <a href="https://screendna.org" target="_blank" rel="noreferrer noopener">https://screendna.org</a> <a href="https://x.com/DavidSacks/status/2065120386660880765" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2065120386660880765</a> <a href="https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://polymarket.com/event/how-high-will-inflation-get-in-2026" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6120</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f4a6c7d19071b4b9b68e966aa2f95ce9.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live</title><link>https://www.spreaker.com/episode/all-in-s-best-ideas-pitch-competition-4-investors-present-their-top-trades-live--75243401</link><description><![CDATA[(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology (40:20) Multicoin Capital's Kyle Samani pitches GEODNET (54:50) The Besties recap the pitches and announce winners Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. <a href="https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Aaron: <a href="https://www.linkedin.com/in/aaron-cowen-0a44a450" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/aaron-cowen-0a44a450</a> Follow Dan: <a href="https://x.com/dreyfd" target="_blank" rel="noreferrer noopener">https://x.com/dreyfd</a> <a href="https://www.linkedin.com/in/daniel-dreyfus-b65554209" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/daniel-dreyfus-b65554209</a> Follow Oleg: <a href="https://www.linkedin.com/in/oleg-nodelman-375131" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/oleg-nodelman-375131</a> Follow Kyle: <a href="https://x.com/KyleSamani" target="_blank" rel="noreferrer noopener">https://x.com/KyleSamani</a> <a href="https://www.linkedin.com/in/kylesamani" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/kylesamani</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">b7a698b7-d215-4f2e-a61e-8c9b702c42f5</guid><pubDate>Fri, 12 Jun 2026 01:25:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243401/liq_bestideas_ch.mp3" length="97838249" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology (40:20)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology (40:20) Multicoin Capital's Kyle Samani pitches GEODNET (54:50) The Besties recap the pitches and announce winners Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. <a href="https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Aaron: <a href="https://www.linkedin.com/in/aaron-cowen-0a44a450" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/aaron-cowen-0a44a450</a> Follow Dan: <a href="https://x.com/dreyfd" target="_blank" rel="noreferrer noopener">https://x.com/dreyfd</a> <a href="https://www.linkedin.com/in/daniel-dreyfus-b65554209" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/daniel-dreyfus-b65554209</a> Follow Oleg: <a href="https://www.linkedin.com/in/oleg-nodelman-375131" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/oleg-nodelman-375131</a> Follow Kyle: <a href="https://x.com/KyleSamani" target="_blank" rel="noreferrer noopener">https://x.com/KyleSamani</a> <a href="https://www.linkedin.com/in/kylesamani" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/kylesamani</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>4077</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner</title><link>https://www.spreaker.com/episode/senators-john-fetterman-and-dave-mccormick-bipartisanship-money-in-dc-datacenters-graham-platner--75243364</link><description><![CDATA[(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question, tribalism (13:33) Fixing wealth concentration in the US (19:51) Graham Platner, why extremism wins primaries, and what it means for the future (28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation (41:05) Insane level of money in politics, fixing the broken system Follow Senator Fetterman: <a href="https://x.com/SenFettermanPA" target="_blank" rel="noreferrer noopener">https://x.com/SenFettermanPA</a> Follow Senator McCormick: <a href="https://x.com/SenMcCormickPA" target="_blank" rel="noreferrer noopener">https://x.com/SenMcCormickPA</a> Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. <a href="https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">9f0c7a53-9e71-449f-8abb-bf9d8bf1fa17</guid><pubDate>Wed, 10 Jun 2026 18:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243364/liq_pasens_ch.mp3" length="62467716" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question, tribalism (13:33) Fixing wealth concentration in the US (19:51) Graham...</itunes:subtitle><itunes:summary><![CDATA[(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question, tribalism (13:33) Fixing wealth concentration in the US (19:51) Graham Platner, why extremism wins primaries, and what it means for the future (28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation (41:05) Insane level of money in politics, fixing the broken system Follow Senator Fetterman: <a href="https://x.com/SenFettermanPA" target="_blank" rel="noreferrer noopener">https://x.com/SenFettermanPA</a> Follow Senator McCormick: <a href="https://x.com/SenMcCormickPA" target="_blank" rel="noreferrer noopener">https://x.com/SenMcCormickPA</a> Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. <a href="https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>2603</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dan Dreyfus: America's Critical Minerals Crisis is Here</title><link>https://www.spreaker.com/episode/dan-dreyfus-america-s-critical-minerals-crisis-is-here--75243332</link><description><![CDATA[(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Follow Dan: <a href="https://x.com/dreyfd" target="_blank" rel="noreferrer noopener">https://x.com/dreyfd</a> Thanks to our partners for making this possible! EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. <a href="https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">d169abe0-504c-4732-8cea-e41747a264c9</guid><pubDate>Wed, 10 Jun 2026 03:04:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243332/liq_dandreyfus_ch.mp3" length="35438508" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Follow Dan: <a href="https://x.com/dreyfd" target="_blank" rel="noreferrer noopener">https://x.com/dreyfd</a> Thanks to our partners for making this possible! EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. <a href="https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1477</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage</title><link>https://www.spreaker.com/episode/bill-maris-how-google-could-crush-ai-competitors-why-small-funds-win-and-ai-s-atari-stage--75243367</link><description><![CDATA[(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the AI price war (19:09) AI's "Atari Stage": what comes next? (25:23) VC's broken incentives and the future of deep tech Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">2fd1390d-47ba-41af-a0a6-41edc870cd53</guid><pubDate>Tue, 09 Jun 2026 15:07:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243367/liq_billmaris_ch.mp3" length="41327076" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the AI price war (19:09) AI's "Atari Stage": what comes next? (25:23) VC's broken incentives and the future of deep tech Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1722</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company</title><link>https://www.spreaker.com/episode/nikesh-arora-mythos-is-real-analytical-saas-is-dead-and-google-can-be-a-10t-company--75243341</link><description><![CDATA[(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&amp;A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design. <a href="https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Nikesh: <a href="https://x.com/nikesharora" target="_blank" rel="noreferrer noopener">https://x.com/nikesharora</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">0db36c6e-32d0-414d-aa42-61551ba5cec9</guid><pubDate>Mon, 08 Jun 2026 19:34:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243341/liq_nikesharora_ch.mp3" length="45148166" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&amp;A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design. <a href="https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Nikesh: <a href="https://x.com/nikesharora" target="_blank" rel="noreferrer noopener">https://x.com/nikesharora</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1882</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI &amp; the Rise of Secondaries</title><link>https://www.spreaker.com/episode/inside-the-private-stock-market-boom-spacex-anthropic-openai-the-rise-of-secondaries--75243428</link><description><![CDATA[(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming &amp; Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access (13:28) Secondary Markets as Exit Liquidity for VCs (27:00) The Private Market Bubble? (32:03) Hottest Secondary Companies Right Now Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow Gavin: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Kelly: <a href="https://www.linkedin.com/in/kelly-rodriques-9b49418" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/kelly-rodriques-9b49418</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">131a94d3-a1bb-45ef-ab5d-471af74cdcec</guid><pubDate>Sun, 07 Jun 2026 18:14:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243428/liq_marketspanel_ch.mp3" length="57072680" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming &amp;amp; Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming &amp; Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access (13:28) Secondary Markets as Exit Liquidity for VCs (27:00) The Private Market Bubble? (32:03) Hottest Secondary Companies Right Now Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow Gavin: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Kelly: <a href="https://www.linkedin.com/in/kelly-rodriques-9b49418" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/kelly-rodriques-9b49418</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>2378</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel</title><link>https://www.spreaker.com/episode/the-ipo-comeback-why-tech-giants-are-finally-going-public-all-in-liquidity-ipo-panel--75243383</link><description><![CDATA[(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next. <a href="https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Brad Gerstner: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow Andrew Feldman: <a href="https://x.com/andrewdfeldman" target="_blank" rel="noreferrer noopener">https://x.com/andrewdfeldman</a> Follow Will Marshall: <a href="https://x.com/Will4Planet" target="_blank" rel="noreferrer noopener">https://x.com/Will4Planet</a> Apply for Summit 2026: ⁠https://allin.com/events⁠ 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]]></description><guid isPermaLink="false">7a6bc6b4-7c45-4aec-b098-cb829be4b1c1</guid><pubDate>Sat, 06 Jun 2026 16:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243383/liq_ipopanel_ch.mp3" length="46766134" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business...</itunes:subtitle><itunes:summary><![CDATA[(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next. <a href="https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Brad Gerstner: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow Andrew Feldman: <a href="https://x.com/andrewdfeldman" target="_blank" rel="noreferrer noopener">https://x.com/andrewdfeldman</a> Follow Will Marshall: <a href="https://x.com/Will4Planet" target="_blank" rel="noreferrer noopener">https://x.com/Will4Planet</a> Apply for Summit 2026: ⁠https://allin.com/events⁠ 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]]></itunes:summary><itunes:duration>1949</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back</title><link>https://www.spreaker.com/episode/dan-loeb-the-lost-art-of-short-selling-and-why-stock-picking-is-back--75243334</link><description><![CDATA[(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: Event-driven to quality and AI (16:01) The art of short selling and a homebuilder trade (22:15) Criminal justice reform and the Ross Ulbricht pardon Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Dan Loeb: <a href="https://x.com/DanielSLoeb1" target="_blank" rel="noreferrer noopener">https://x.com/DanielSLoeb1</a> Apply for Summit 2026: ⁠https://allin.com/events⁠ 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]]></description><guid isPermaLink="false">5fd93307-d998-4700-b4ff-813f3fd09bed</guid><pubDate>Fri, 05 Jun 2026 19:18:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243334/danloeb_ch.mp3" length="45003461" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: Event-driven to quality and AI (16:01) The art of...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: Event-driven to quality and AI (16:01) The art of short selling and a homebuilder trade (22:15) Criminal justice reform and the Ross Ulbricht pardon Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Dan Loeb: <a href="https://x.com/DanielSLoeb1" target="_blank" rel="noreferrer noopener">https://x.com/DanielSLoeb1</a> Apply for Summit 2026: ⁠https://allin.com/events⁠ 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]]></itunes:summary><itunes:duration>1876</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox</title><link>https://www.spreaker.com/episode/thomas-laffont-the-4t-ai-ipo-wave-2026-s-unicorn-economy-and-the-10x-paradox--75243389</link><description><![CDATA[(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch monopoly and Starlink (10:38) The 10x Paradox: Why we're seeing unprecedented scaling (15:33) Segmenting AI markets and future impact (18:32) Bestie Q&amp;A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Apply for Summit 2026: ⁠https://allin.com/events⁠ 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]]></description><guid isPermaLink="false">d66ea203-2862-4786-b2ee-396c91336d15</guid><pubDate>Thu, 04 Jun 2026 18:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243389/tl_ch.mp3" length="47161164" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch monopoly and Starlink (10:38) The 10x Paradox: Why...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch monopoly and Starlink (10:38) The 10x Paradox: Why we're seeing unprecedented scaling (15:33) Segmenting AI markets and future impact (18:32) Bestie Q&amp;A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Apply for Summit 2026: ⁠https://allin.com/events⁠ 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]]></itunes:summary><itunes:duration>1965</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses</title><link>https://www.spreaker.com/episode/bill-ackman-investment-strategy-what-the-market-is-missing-how-ai-breaks-businesses--75243405</link><description><![CDATA[(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Bill Ackman: <a href="https://x.com/BillAckman" target="_blank" rel="noreferrer noopener">https://x.com/BillAckman</a> Apply for Summit 2026: ⁠https://allin.com/events⁠ 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]]></description><guid isPermaLink="false">f0eded00-102b-4d07-a079-f6f4492ecbdf</guid><pubDate>Wed, 03 Jun 2026 03:06:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243405/ackman_ch.mp3" length="43170505" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Bill Ackman: <a href="https://x.com/BillAckman" target="_blank" rel="noreferrer noopener">https://x.com/BillAckman</a> Apply for Summit 2026: ⁠https://allin.com/events⁠ 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]]></itunes:summary><itunes:duration>1799</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute</title><link>https://www.spreaker.com/episode/openai-cfo-sarah-friar-ipo-ai-rivalries-new-device-and-spending-100b-on-compute--75243362</link><description><![CDATA[(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Sarah Friar:<br /> ⁠https://x.com/thefriley⁠ Apply for Summit 2026:<br /> ⁠https://allin.com/events⁠ Follow the besties:<br /> ⁠https://x.com/chamath⁠<br /> ⁠https://x.com/Jason⁠<br /> ⁠https://x.com/DavidSacks⁠<br /> ⁠https://x.com/friedberg⁠ Follow on X:<br /> ⁠https://x.com/theallinpod⁠ Follow on Instagram:<br /> ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok:<br /> ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn:<br /> ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit:<br /> ⁠https://rb.gy/tppkzl⁠<br /> ⁠https://x.com/yung_spielburg]]></description><guid isPermaLink="false">8beeb75d-aed6-4b73-a3b1-f4265d97563c</guid><pubDate>Tue, 02 Jun 2026 14:31:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243362/friar_ch.mp3" length="46113215" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics...</itunes:subtitle><itunes:summary><![CDATA[(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. <a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship" target="_blank" rel="noreferrer noopener"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&amp;AA.tsrc=sponsorship</a> NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. <a href="https://www.plaud.ai" target="_blank" rel="noreferrer noopener">https://www.plaud.ai</a> Follow Sarah Friar:<br /> ⁠https://x.com/thefriley⁠ Apply for Summit 2026:<br /> ⁠https://allin.com/events⁠ Follow the besties:<br /> ⁠https://x.com/chamath⁠<br /> ⁠https://x.com/Jason⁠<br /> ⁠https://x.com/DavidSacks⁠<br /> ⁠https://x.com/friedberg⁠ Follow on X:<br /> ⁠https://x.com/theallinpod⁠ Follow on Instagram:<br /> ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok:<br /> ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn:<br /> ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit:<br /> ⁠https://rb.gy/tppkzl⁠<br /> ⁠https://x.com/yung_spielburg]]></itunes:summary><itunes:duration>1922</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/397c43a848e909b06a716525cad0a3c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?</title><link>https://www.spreaker.com/episode/anthropic-s-digital-god-pope-vs-ai-job-loss-narrative-flips-open-source-crackdown-coming--75243360</link><description><![CDATA[(0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse Follow Bill Gurley: <a href="https://x.com/bgurley" target="_blank" rel="noreferrer noopener">https://x.com/bgurley</a> Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html" target="_blank" rel="noreferrer noopener"> https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html</a> <a href="https://www.youtube.com/watch?v=ORFrdYSvzuw" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=ORFrdYSvzuw</a> <a href="https://rdad.org" target="_blank" rel="noreferrer noopener">https://rdad.org</a> <a href="https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf" target="_blank" rel="noreferrer noopener"> https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf</a> <a href="https://www.youtube.com/watch?v=0GaKJ4Fp2x4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=0GaKJ4Fp2x4</a> <a href="https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace" target="_blank" rel="noreferrer noopener"> https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace</a> <a href="https://darioamodei.com/essay/machines-of-loving-grace" target="_blank" rel="noreferrer noopener">https://darioamodei.com/essay/machines-of-loving-grace</a> <a href="https://x.com/chamath/status/2059850242779136031" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2059850242779136031</a> <a href="https://x.com/vivekgaripalli/status/2059651390784344491" target="_blank" rel="noreferrer noopener">https://x.com/vivekgaripalli/status/2059651390784344491</a> <a href="https://x.com/edzitron/status/2059122774401311095" target="_blank" rel="noreferrer noopener">https://x.com/edzitron/status/2059122774401311095</a> <a href="https://p3institute.substack.com/p/from-open-source-software-to-open" target="_blank" rel="noreferrer noopener"> https://p3institute.substack.com/p/from-open-source-software-to-open</a> <a href="https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai</a> <a href="https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad</a> <a href="https://x.com/Polymarket/status/2060034216906068131" target="_blank" rel="noreferrer noopener">https://x.com/Polymarket/status/2060034216906068131</a> <a href="https://x.com/savipww/status/2060070450785305030" target="_blank" rel="noreferrer noopener">https://x.com/savipww/status/2060070450785305030</a> <a href="https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html</a> <a href="https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo" target="_blank" rel="noreferrer noopener"> https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo</a> <a href="https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs" target="_blank" rel="noreferrer noopener"> https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs</a> <a href="https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108" target="_blank" rel="noreferrer noopener"> https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108</a>]]></description><guid isPermaLink="false">6c43a3ce-5efe-45fd-81db-29504c064b52</guid><pubDate>Fri, 29 May 2026 22:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243360/allin_e275_ch.mp3" length="136731057" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse Follow Bill Gurley: <a href="https://x.com/bgurley" target="_blank" rel="noreferrer noopener">https://x.com/bgurley</a> Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html" target="_blank" rel="noreferrer noopener"> https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html</a> <a href="https://www.youtube.com/watch?v=ORFrdYSvzuw" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=ORFrdYSvzuw</a> <a href="https://rdad.org" target="_blank" rel="noreferrer noopener">https://rdad.org</a> <a href="https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf" target="_blank" rel="noreferrer noopener"> https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf</a> <a href="https://www.youtube.com/watch?v=0GaKJ4Fp2x4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=0GaKJ4Fp2x4</a> <a href="https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace" target="_blank" rel="noreferrer noopener"> https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace</a> <a href="https://darioamodei.com/essay/machines-of-loving-grace" target="_blank" rel="noreferrer noopener">https://darioamodei.com/essay/machines-of-loving-grace</a> <a href="https://x.com/chamath/status/2059850242779136031" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2059850242779136031</a> <a href="https://x.com/vivekgaripalli/status/2059651390784344491" target="_blank" rel="noreferrer noopener">https://x.com/vivekgaripalli/status/2059651390784344491</a> <a href="https://x.com/edzitron/status/2059122774401311095" target="_blank" rel="noreferrer noopener">https://x.com/edzitron/status/2059122774401311095</a> <a href="https://p3institute.substack.com/p/from-open-source-software-to-open" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5697</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b2f2a2a54ecaf72d5f4d475e5ed2620d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?</title><link>https://www.spreaker.com/episode/spacex-s-2t-case-nvidia-s-shock-selloff-america-turns-on-ai-trump-pulls-ai-order-bond-crisis--75243379</link><description><![CDATA[(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes? Follow Gavin Baker: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html</a> <a href="https://github.com/karpathy/autoresearch" target="_blank" rel="noreferrer noopener">https://github.com/karpathy/autoresearch</a> <a href="https://github.com/multica-ai/andrej-karpathy-skills/stargazers" target="_blank" rel="noreferrer noopener">https://github.com/multica-ai/andrej-karpathy-skills/stargazers</a> <a href="https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team</a> <a href="https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4</a> <a href="https://x.com/i/broadcasts/1dxYljYVREYJX" target="_blank" rel="noreferrer noopener">https://x.com/i/broadcasts/1dxYljYVREYJX</a> <a href="https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459</a> <a href="https://x.com/wallstengine/status/2057378437485216031" target="_blank" rel="noreferrer noopener">https://x.com/wallstengine/status/2057378437485216031</a> <a href="https://x.com/MorePerfectUS/status/2056842597117636890" target="_blank" rel="noreferrer noopener">https://x.com/MorePerfectUS/status/2056842597117636890</a> <a href="https://x.com/lulumeservey/status/2057239284487201043" target="_blank" rel="noreferrer noopener">https://x.com/lulumeservey/status/2057239284487201043</a> <a href="https://polymarket.com/event/spacex-ipo-closing-market-cap-above" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/spacex-ipo-closing-market-cap-above</a> <a href="https://x.com/elonmusk/status/2057228707606196434" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/2057228707606196434</a> <a href="https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm</a> <a href="https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf" target="_blank" rel="noreferrer noopener"> https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf</a> <a href="https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606" target="_blank" rel="noreferrer noopener"> https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606</a> <a href="https://polymarket.com/event/may-inflation-us-annual" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/may-inflation-us-annual</a> <a href="https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html</a> <a href="https://polymarket.com/event/fed-rate-hike-in-2026" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/fed-rate-hike-in-2026</a> <a href="https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html</a> <a href="https://www.cnbc.com/quotes/US10Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US10Y</a>]]></description><guid isPermaLink="false">c3affab8-5413-46ec-8d1f-00e504c0309c</guid><pubDate>Fri, 22 May 2026 22:46:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243379/allin_e274_ch.mp3" length="146873939" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes? Follow Gavin Baker: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html</a> <a href="https://github.com/karpathy/autoresearch" target="_blank" rel="noreferrer noopener">https://github.com/karpathy/autoresearch</a> <a href="https://github.com/multica-ai/andrej-karpathy-skills/stargazers" target="_blank" rel="noreferrer noopener">https://github.com/multica-ai/andrej-karpathy-skills/stargazers</a> <a href="https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team</a> <a href="https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4</a> <a href="https://x.com/i/broadcasts/1dxYljYVREYJX" target="_blank" rel="noreferrer noopener">https://x.com/i/broadcasts/1dxYljYVREYJX</a> <a href="https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459</a> <a href="https://x.com/wallstengine/status/2057378437485216031" target="_blank" rel="noreferrer noopener">https://x.com/wallstengine/status/2057378437485216031</a> <a href="https://x.com/MorePerfectUS/status/2056842597117636890" target="_blank"...]]></itunes:summary><itunes:duration>6120</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/27407e3a0f0d51566431bdd28f98123c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño</title><link>https://www.spreaker.com/episode/trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs-apple-multi-sensory-ai-el-nino--75243381</link><description><![CDATA[(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026 (1:11:40) Anthropic goes after "Dark SPVs" Follow Marc Benioff: <a href="https://x.com/Benioff" target="_blank" rel="noreferrer noopener">https://x.com/Benioff</a> Save Scooter the Dog: <a href="https://animalcare.lacounty.gov" target="_blank" rel="noreferrer noopener">https://animalcare.lacounty.gov</a> <a href="https://www.instagram.com/reels/DYJZFn0R6oY" target="_blank" rel="noreferrer noopener">https://www.instagram.com/reels/DYJZFn0R6oY</a> Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/will-china-invade-taiwan-before-2027" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-china-invade-taiwan-before-2027</a> <a href="https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027</a> <a href="https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html</a> <a href="https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html</a> <a href="https://www.instagram.com/reels/DYJZFn0R6oY" target="_blank" rel="noreferrer noopener">https://www.instagram.com/reels/DYJZFn0R6oY</a> <a href="https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html</a> <a href="https://www.youtube.com/watch?v=KO53gwuqZUQ" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=KO53gwuqZUQ</a> <a href="https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight</a> <a href="https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/" target="_blank" rel="noreferrer noopener"> https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/</a> <a href="https://x.com/thinkymachines/status/2053938892152435174" target="_blank" rel="noreferrer noopener">https://x.com/thinkymachines/status/2053938892152435174</a> <a href="https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation</a> <a href="https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams" target="_blank" rel="noreferrer noopener"> https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams</a>]]></description><guid isPermaLink="false">9e723c14-33a2-4bd1-9e58-e475244f9446</guid><pubDate>Fri, 15 May 2026 21:21:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243381/allin_e273_ch.mp3" length="110167239" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026 (1:11:40) Anthropic goes after "Dark SPVs" Follow Marc Benioff: <a href="https://x.com/Benioff" target="_blank" rel="noreferrer noopener">https://x.com/Benioff</a> Save Scooter the Dog: <a href="https://animalcare.lacounty.gov" target="_blank" rel="noreferrer noopener">https://animalcare.lacounty.gov</a> <a href="https://www.instagram.com/reels/DYJZFn0R6oY" target="_blank" rel="noreferrer noopener">https://www.instagram.com/reels/DYJZFn0R6oY</a> Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/will-china-invade-taiwan-before-2027" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-china-invade-taiwan-before-2027</a> <a href="https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027</a> <a href="https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html</a> <a href="https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html</a> <a href="https://www.instagram.com/reels/DYJZFn0R6oY" target="_blank" rel="noreferrer noopener">https://www.instagram.com/reels/DYJZFn0R6oY</a> <a href="https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html</a> <a href="https://www.youtube.com/watch?v=KO53gwuqZUQ" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=KO53gwuqZUQ</a> <a...]]></itunes:summary><itunes:duration>4591</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d667fbff3c549352a5c8fac0992473d8.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Charles &amp; Chase Koch on How They Quietly Built a $150B Empire</title><link>https://www.spreaker.com/episode/charles-chase-koch-on-how-they-quietly-built-a-150b-empire--75243372</link><description><![CDATA[(0:00) David Friedberg welcomes Charles &amp; Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines &amp; History (2:21) Building the Business: Early Days &amp; Charles Koch Joins (1961) (11:31) Failures, Creative Destruction &amp; Learning from Mistakes (19:22) Culture &amp; Principle-Based Management (33:53) Georgia-Pacific Acquisition &amp; Culture Transformation (56:17) Stand Together: Education Reform &amp; Social Change (1:12:37) AI, Economic Challenges &amp; the Future of Capitalism Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://axon.ai/allin" target="_blank" rel="noreferrer noopener">https://axon.ai/allin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">f5d08f4f-4184-461a-933c-ad65230eb5e0</guid><pubDate>Tue, 12 May 2026 21:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243372/koch_ch.mp3" length="137447569" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg welcomes Charles &amp;amp; Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines &amp;amp; History (2:21) Building the Business: Early Days &amp;amp; Charles Koch Joins (1961) (11:31) Failures, Creative Destruction &amp;amp; Learning from...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg welcomes Charles &amp; Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines &amp; History (2:21) Building the Business: Early Days &amp; Charles Koch Joins (1961) (11:31) Failures, Creative Destruction &amp; Learning from Mistakes (19:22) Culture &amp; Principle-Based Management (33:53) Georgia-Pacific Acquisition &amp; Culture Transformation (56:17) Stand Together: Education Reform &amp; Social Change (1:12:37) AI, Economic Challenges &amp; the Future of Capitalism Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://axon.ai/allin" target="_blank" rel="noreferrer noopener">https://axon.ai/allin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5727</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5d330605b3b9aebdf22b7ecf53b84de4.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption &amp; the Fight to Take It Back</title><link>https://www.spreaker.com/episode/spencer-pratt-on-fixing-la-wildfires-homelessness-corruption-the-fight-to-take-it-back--75243413</link><description><![CDATA[(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens &amp; Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal &amp; the NGO Corruption Nobody Talks About (28:10) Karen Bass at 20% &amp; the Real State of Los Angeles: Crime, Homelessness &amp; a City in Free Fall (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone &amp; the Billionaires Ready to Rebuild (52:22) Hollywood, LAUSD &amp; Small Business: What It Actually Takes to Make LA #1 Again (56:25) The Permitting Nightmare Killing Small Business &amp; How AI Fixes It Overnight (1:04:22) His 8-Year Vision Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://axon.ai/allin" target="_blank" rel="noreferrer noopener">https://axon.ai/allin</a> Follow Spencer: <a href="https://x.com/spencerpratt" target="_blank" rel="noreferrer noopener">https://x.com/spencerpratt</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a>  <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a>  <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>  Follow on X:  <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>  Follow on Instagram:  <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>  Follow on TikTok:  <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a>  Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>  Intro Music Credit:  <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a>  <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>  Intro Video Credit:  <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>  Referenced in the show:  <a href="https://x.com/spencerpratt/status/2049497051793412557?s=20" target="_blank" rel="noreferrer noopener">https://x.com/spencerpratt/status/2049497051793412557?s=20</a>]]></description><guid isPermaLink="false">3efa7cbf-112c-4bce-a845-443700608a00</guid><pubDate>Sun, 10 May 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243413/pratt_final_ch.mp3" length="102695731" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens &amp;amp; Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal &amp;amp; the NGO Corruption Nobody Talks About...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens &amp; Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal &amp; the NGO Corruption Nobody Talks About (28:10) Karen Bass at 20% &amp; the Real State of Los Angeles: Crime, Homelessness &amp; a City in Free Fall (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone &amp; the Billionaires Ready to Rebuild (52:22) Hollywood, LAUSD &amp; Small Business: What It Actually Takes to Make LA #1 Again (56:25) The Permitting Nightmare Killing Small Business &amp; How AI Fixes It Overnight (1:04:22) His 8-Year Vision Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://axon.ai/allin" target="_blank" rel="noreferrer noopener">https://axon.ai/allin</a> Follow Spencer: <a href="https://x.com/spencerpratt" target="_blank" rel="noreferrer noopener">https://x.com/spencerpratt</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a>  <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a>  <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>  Follow on X:  <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>  Follow on Instagram:  <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>  Follow on TikTok:  <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a>  Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>  Intro Music Credit:  <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a>  <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>  Intro Video Credit:  <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>  Referenced in the show:  <a href="https://x.com/spencerpratt/status/2049497051793412557?s=20" target="_blank" rel="noreferrer noopener">https://x.com/spencerpratt/status/2049497051793412557?s=20</a>]]></itunes:summary><itunes:duration>4279</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/2caf0d573ea58c2ddc45b28b5433bcf2.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom</title><link>https://www.spreaker.com/episode/elon-s-anthropic-deal-the-next-ai-monopoly-fda-for-ai-panic-trading-the-ai-boom--75243476</link><description><![CDATA[(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/WallStreetApes/status/2052413443739951366" target="_blank" rel="noreferrer noopener">https://x.com/WallStreetApes/status/2052413443739951366</a> <a href="https://www.anthropic.com/news/higher-limits-spacex" target="_blank" rel="noreferrer noopener">https://www.anthropic.com/news/higher-limits-spacex</a> <a href="https://x.com/elonmusk/status/2052073463029055926" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/2052073463029055926</a> <a href="https://x.com/shaunmmaguire/status/2052075296002625942" target="_blank" rel="noreferrer noopener">https://x.com/shaunmmaguire/status/2052075296002625942</a> <a href="https://x.ai/news/anthropic-compute-partnership" target="_blank" rel="noreferrer noopener">https://x.ai/news/anthropic-compute-partnership</a> <a href="https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard" target="_blank" rel="noreferrer noopener"> https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard</a> <a href="https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil" target="_blank" rel="noreferrer noopener"> https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil</a> <a href="https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html</a> <a href="https://x.com/SusieWiles47/status/2052192419718783246" target="_blank" rel="noreferrer noopener">https://x.com/SusieWiles47/status/2052192419718783246</a> <a href="https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html</a> <a href="https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf</a> <a href="https://x.com/ahall_research/status/2052042535661691282" target="_blank" rel="noreferrer noopener">https://x.com/ahall_research/status/2052042535661691282</a> <a href="https://x.com/SenSanders/status/2052116733683470556" target="_blank" rel="noreferrer noopener">https://x.com/SenSanders/status/2052116733683470556</a>]]></description><guid isPermaLink="false">2f991816-fba7-4f75-9ea1-67ddf15953f9</guid><pubDate>Fri, 08 May 2026 22:16:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243476/allin_e272_ch.mp3" length="118117595" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/WallStreetApes/status/2052413443739951366" target="_blank" rel="noreferrer noopener">https://x.com/WallStreetApes/status/2052413443739951366</a> <a href="https://www.anthropic.com/news/higher-limits-spacex" target="_blank" rel="noreferrer noopener">https://www.anthropic.com/news/higher-limits-spacex</a> <a href="https://x.com/elonmusk/status/2052073463029055926" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/2052073463029055926</a> <a href="https://x.com/shaunmmaguire/status/2052075296002625942" target="_blank" rel="noreferrer noopener">https://x.com/shaunmmaguire/status/2052075296002625942</a> <a href="https://x.ai/news/anthropic-compute-partnership" target="_blank" rel="noreferrer noopener">https://x.ai/news/anthropic-compute-partnership</a> <a href="https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard" target="_blank" rel="noreferrer noopener"> https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard</a> <a href="https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil" target="_blank" rel="noreferrer noopener"> https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil</a> <a href="https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html</a> <a href="https://x.com/SusieWiles47/status/2052192419718783246" target="_blank" rel="noreferrer noopener">https://x.com/SusieWiles47/status/2052192419718783246</a> <a href="https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html</a> <a...]]></itunes:summary><itunes:duration>4922</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c9b5b2f5feaf62c853276a0b70efcda2.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze</title><link>https://www.spreaker.com/episode/openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-hyperscaler-beats-peptide-craze--75243410</link><description><![CDATA[(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.instagram.com/missthingthepod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/missthingthepod</a> <a href="https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://x.com/aakashgupta/status/2049723185617412550" target="_blank" rel="noreferrer noopener">https://x.com/aakashgupta/status/2049723185617412550</a> <a href="https://arxiv.org/pdf/1803.03635" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/1803.03635</a> <a href="https://x.com/AISecurityInst/status/2049868227740565890" target="_blank" rel="noreferrer noopener">https://x.com/AISecurityInst/status/2049868227740565890</a> <a href="https://x.com/ns123abc/status/2049527702076449244" target="_blank" rel="noreferrer noopener">https://x.com/ns123abc/status/2049527702076449244</a> <a href="https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28</a> <a href="https://x.com/ns123abc/status/2049527702076449244" target="_blank" rel="noreferrer noopener">https://x.com/ns123abc/status/2049527702076449244</a> <a href="https://www.google.com/finance/quote/CSCO:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/CSCO:NASDAQ</a> <a href="https://x.com/chamath/status/2049864100143104420" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2049864100143104420</a> <a href="https://x.com/zerohedge/status/2049895327566561683" target="_blank" rel="noreferrer noopener">https://x.com/zerohedge/status/2049895327566561683</a> <a href="https://x.com/lifeof_jer/status/2048103471019434248" target="_blank" rel="noreferrer noopener">https://x.com/lifeof_jer/status/2048103471019434248</a> <a href="https://x.com/levie/status/2049163935182733396" target="_blank" rel="noreferrer noopener">https://x.com/levie/status/2049163935182733396</a> <a href="https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing</a>]]></description><guid isPermaLink="false">b5c14c82-4550-4947-89d6-b6268716e6d3</guid><pubDate>Fri, 01 May 2026 21:37:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243410/allin_e271_ch.mp3" length="116571727" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.instagram.com/missthingthepod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/missthingthepod</a> <a href="https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://x.com/aakashgupta/status/2049723185617412550" target="_blank" rel="noreferrer noopener">https://x.com/aakashgupta/status/2049723185617412550</a> <a href="https://arxiv.org/pdf/1803.03635" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/1803.03635</a> <a href="https://x.com/AISecurityInst/status/2049868227740565890" target="_blank" rel="noreferrer noopener">https://x.com/AISecurityInst/status/2049868227740565890</a> <a href="https://x.com/ns123abc/status/2049527702076449244" target="_blank" rel="noreferrer noopener">https://x.com/ns123abc/status/2049527702076449244</a> <a href="https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28</a> <a href="https://x.com/ns123abc/status/2049527702076449244" target="_blank" rel="noreferrer noopener">https://x.com/ns123abc/status/2049527702076449244</a> <a href="https://www.google.com/finance/quote/CSCO:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/CSCO:NASDAQ</a> <a href="https://x.com/chamath/status/2049864100143104420" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2049864100143104420</a> <a href="https://x.com/zerohedge/status/2049895327566561683" target="_blank" rel="noreferrer noopener">https://x.com/zerohedge/status/2049895327566561683</a> <a...]]></itunes:summary><itunes:duration>4858</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/fd7ca632b80fc4b7a0e651f94737061f.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>CA Governor Candidate Steve Hilton on Why California is Destroying Itself &amp; How a Republican Can Win</title><link>https://www.spreaker.com/episode/ca-governor-candidate-steve-hilton-on-why-california-is-destroying-itself-how-a-republican-can-win--75243382</link><description><![CDATA[(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma) (44:50) Why CA Schools Spend the Most but Get the Worst Results (50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist (1:01:34) Can a Republican Actually Win California? Follow Steve: <a href="https://x.com/SteveHiltonx" target="_blank" rel="noreferrer noopener">https://x.com/SteveHiltonx</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">b8e7be81-4da6-4843-979c-e8c5aba5ec59</guid><pubDate>Wed, 29 Apr 2026 15:14:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243382/allin_intv_hilton_ch.mp3" length="98997609" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma) (44:50) Why CA Schools...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma) (44:50) Why CA Schools Spend the Most but Get the Worst Results (50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist (1:01:34) Can a Republican Actually Win California? Follow Steve: <a href="https://x.com/SteveHiltonx" target="_blank" rel="noreferrer noopener">https://x.com/SteveHiltonx</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4125</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f45e8af8b6669d01832eea27688514e0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike</title><link>https://www.spreaker.com/episode/spacex-cursor-deal-saas-debt-bomb-new-apple-ceo-splc-indictment-colon-cancer-spike--75243359</link><description><![CDATA[(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion</a> <a href="https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion</a> <a href="https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges</a> <a href="https://polymarket.com/event/will-spacex-acquire-cursor" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/will-spacex-acquire-cursor</a> <a href="https://polymarket.com/event/spacex-ipo-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/spacex-ipo-by</a> <a href="https://x.com/ttunguz/status/2046815725285945820" target="_blank" rel="noreferrer noopener">https://x.com/ttunguz/status/2046815725285945820</a> <a href="https://x.com/elonmusk/status/2032201568335044978" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/2032201568335044978</a> <a href="https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22</a> <a href="https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia</a> <a href="https://x.com/Benioff/status/2044981547267395620" target="_blank" rel="noreferrer noopener">https://x.com/Benioff/status/2044981547267395620</a> <a href="https://www.apple.com/leadership/john-ternus" target="_blank" rel="noreferrer noopener">https://www.apple.com/leadership/john-ternus</a> <a href="https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness</a> <a href="https://polymarket.com/event/next-ceo-of-apple" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/next-ceo-of-apple</a> <a href="https://x.com/joecarlsonshow/status/2046349686253265302" target="_blank" rel="noreferrer noopener">https://x.com/joecarlsonshow/status/2046349686253265302</a> <a href="https://x.com/nickshirleyy/status/2043756610955423782" target="_blank" rel="noreferrer noopener">https://x.com/nickshirleyy/status/2043756610955423782</a> <a href="https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and</a> <a href="https://www.justice.gov/opa/media/1437146/dl" target="_blank" rel="noreferrer noopener">https://www.justice.gov/opa/media/1437146/dl</a> <a href="https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege" target="_blank" rel="noreferrer noopener"> https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege</a> <a href="https://x.com/nickshirleyy/status/2043756610955423782" target="_blank" rel="noreferrer noopener">https://x.com/nickshirleyy/status/2043756610955423782</a> <a href="https://www.nature.com/articles/s41591-026-04342-5" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41591-026-04342-5</a>]]></description><guid isPermaLink="false">369a465a-ffb5-425a-b170-a8ee8901f4f5</guid><pubDate>Fri, 24 Apr 2026 21:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243359/allin_e270_ch.mp3" length="130591285" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion</a> <a href="https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion</a> <a href="https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges</a> <a href="https://polymarket.com/event/will-spacex-acquire-cursor" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/will-spacex-acquire-cursor</a> <a href="https://polymarket.com/event/spacex-ipo-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/spacex-ipo-by</a> <a href="https://x.com/ttunguz/status/2046815725285945820" target="_blank" rel="noreferrer noopener">https://x.com/ttunguz/status/2046815725285945820</a> <a href="https://x.com/elonmusk/status/2032201568335044978" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/2032201568335044978</a> <a href="https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22</a> <a href="https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia</a> <a href="https://x.com/Benioff/status/2044981547267395620"...]]></itunes:summary><itunes:duration>5442</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/04283c3513f270982cdfa9d75dbb22dc.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out</title><link>https://www.spreaker.com/episode/openai-s-identity-crisis-datacenter-wars-market-up-on-iran-news-mamdani-s-first-tax-swalwell-out--75243391</link><description><![CDATA[(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip<br /> (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2 Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Travis: <a href="https://x.com/travisk" target="_blank" rel="noreferrer noopener">https://x.com/travisk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.texastribune.org/2025/01/22/austin-texas-rents-falling" target="_blank" rel="noreferrer noopener"> https://www.texastribune.org/2025/01/22/austin-texas-rents-falling</a> <a href="https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html</a> <a href="https://polymarket.com/event/gpt-5pt5-released-on" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/gpt-5pt5-released-on</a> <a href="https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982</a> <a href="https://x.com/RihardJarc/status/2044725910566220095" target="_blank" rel="noreferrer noopener">https://x.com/RihardJarc/status/2044725910566220095</a> <a href="https://x.com/RoundtableSpace/status/2041897604708233650" target="_blank" rel="noreferrer noopener">https://x.com/RoundtableSpace/status/2041897604708233650</a> <a href="https://x.com/chamath/status/2043811625967530056" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2043811625967530056</a> <a href="https://x.com/pmarca/status/2042742413098450998" target="_blank" rel="noreferrer noopener">https://x.com/pmarca/status/2042742413098450998</a> <a href="https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15</a> <a href="https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0</a> <a href="https://x.com/zerohedge/status/2043520934930239860" target="_blank" rel="noreferrer noopener">https://x.com/zerohedge/status/2043520934930239860</a> <a href="https://x.com/APompliano/status/2041946174677217733" target="_blank" rel="noreferrer noopener">https://x.com/APompliano/status/2041946174677217733</a> <a href="https://x.com/IAPolls2022/status/2041589297489305717" target="_blank" rel="noreferrer noopener">https://x.com/IAPolls2022/status/2041589297489305717</a> <a href="https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today" target="_blank" rel="noreferrer noopener">https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today</a> <a href="https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009</a> <a href="https://x.com/great_martis/status/2044454944808571015" target="_blank" rel="noreferrer noopener">https://x.com/great_martis/status/2044454944808571015</a> <a href="https://x.com/GlobalMktObserv/status/2044059352466690501" target="_blank" rel="noreferrer noopener">https://x.com/GlobalMktObserv/status/2044059352466690501</a> <a href="https://x.com/mattcerminaro/status/2044546097230626819" target="_blank" rel="noreferrer noopener">https://x.com/mattcerminaro/status/2044546097230626819</a> <a href="https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517</a> <a href="https://x.com/JoeBiden/status/1815080881981190320" target="_blank" rel="noreferrer noopener">https://x.com/JoeBiden/status/1815080881981190320</a> <a href="https://x.com/TimRunsHisMouth/status/1815088017847333273" target="_blank" rel="noreferrer noopener">https://x.com/TimRunsHisMouth/status/1815088017847333273</a> <a href="https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation</a>]]></description><guid isPermaLink="false">85ae6049-9d25-4887-b52c-7dd4f06af167</guid><pubDate>Fri, 17 Apr 2026 20:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243391/allin_e269_ch.mp3" length="130968314" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip
 (27:28) Big Tech's compute dominance: How...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip<br /> (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2 Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Travis: <a href="https://x.com/travisk" target="_blank" rel="noreferrer noopener">https://x.com/travisk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.texastribune.org/2025/01/22/austin-texas-rents-falling" target="_blank" rel="noreferrer noopener"> https://www.texastribune.org/2025/01/22/austin-texas-rents-falling</a> <a href="https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html</a> <a href="https://polymarket.com/event/gpt-5pt5-released-on" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/gpt-5pt5-released-on</a> <a href="https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982</a> <a href="https://x.com/RihardJarc/status/2044725910566220095" target="_blank" rel="noreferrer noopener">https://x.com/RihardJarc/status/2044725910566220095</a> <a href="https://x.com/RoundtableSpace/status/2041897604708233650" target="_blank" rel="noreferrer noopener">https://x.com/RoundtableSpace/status/2041897604708233650</a> <a href="https://x.com/chamath/status/2043811625967530056" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2043811625967530056</a> <a href="https://x.com/pmarca/status/2042742413098450998" target="_blank" rel="noreferrer noopener">https://x.com/pmarca/status/2042742413098450998</a> <a href="https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5457</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/238096420eae941f4b6292f3150cfa9a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence</title><link>https://www.spreaker.com/episode/anthropic-s-30b-ramp-mythos-doomsday-openclaw-ankled-iran-war-ceasefire-israel-s-influence--75243353</link><description><![CDATA[(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=INGOC6-LLv0" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=INGOC6-LLv0</a> <a href="https://openai.com/index/better-language-models" target="_blank" rel="noreferrer noopener">https://openai.com/index/better-language-models</a> <a href="https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf" target="_blank" rel="noreferrer noopener"> https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf</a> <a href="https://x.com/steipete/status/2040811558427648357" target="_blank" rel="noreferrer noopener">https://x.com/steipete/status/2040811558427648357</a> <a href="https://x.com/juliusai/status/2041292301234999668" target="_blank" rel="noreferrer noopener">https://x.com/juliusai/status/2041292301234999668</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://www.google.com/finance/quote/IGV:BATS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/IGV:BATS</a> <a href="https://polymarket.com/event/anthropic-ipo-closing-market-cap-119" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/anthropic-ipo-closing-market-cap-119</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/116351998782539414" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/116351998782539414</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/116363336033995961" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/116363336033995961</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/116365796713313030" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/116365796713313030</a> <a href="https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html</a> <a href="https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6" target="_blank" rel="noreferrer noopener"> https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6</a>]]></description><guid isPermaLink="false">f1ea8b73-bd46-4e52-b187-cc8462694399</guid><pubDate>Fri, 10 Apr 2026 22:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243353/allin_e268_ch.mp3" length="128572037" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact Apply for Summit 2026: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=INGOC6-LLv0" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=INGOC6-LLv0</a> <a href="https://openai.com/index/better-language-models" target="_blank" rel="noreferrer noopener">https://openai.com/index/better-language-models</a> <a href="https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf" target="_blank" rel="noreferrer noopener"> https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf</a> <a href="https://x.com/steipete/status/2040811558427648357" target="_blank" rel="noreferrer noopener">https://x.com/steipete/status/2040811558427648357</a> <a href="https://x.com/juliusai/status/2041292301234999668" target="_blank" rel="noreferrer noopener">https://x.com/juliusai/status/2041292301234999668</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://www.google.com/finance/quote/IGV:BATS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/IGV:BATS</a> <a href="https://polymarket.com/event/anthropic-ipo-closing-market-cap-119" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/anthropic-ipo-closing-market-cap-119</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/116351998782539414" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/116351998782539414</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/116363336033995961" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/116363336033995961</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/116365796713313030" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5358</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/8261e03f8e637740150190c1a358d994.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race</title><link>https://www.spreaker.com/episode/josh-shapiro-on-trump-iran-war-chaos-israel-s-failure-the-economy-and-2028-race--75243461</link><description><![CDATA[(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are getting wrong on business (20:17) 2024 Democratic collapse, future of the party, socialist wing (38:12) How Congress has become "pathetic," political corruption (47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War Follow Gov. Shapiro: <a href="https://x.com/GovernorShapiro" target="_blank" rel="noreferrer noopener">https://x.com/GovernorShapiro</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">18c8b23b-ddd6-47ed-97d0-784826b47d19</guid><pubDate>Wed, 08 Apr 2026 15:52:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243461/allin_intv_shapiro_ch.mp3" length="89089191" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are getting wrong on business (20:17) 2024 Democratic collapse, future of...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are getting wrong on business (20:17) 2024 Democratic collapse, future of the party, socialist wing (38:12) How Congress has become "pathetic," political corruption (47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War Follow Gov. Shapiro: <a href="https://x.com/GovernorShapiro" target="_blank" rel="noreferrer noopener">https://x.com/GovernorShapiro</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3712</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/61eb40179cbe16b0115a37b4b7da8f11.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Companies Changing Warfare Forever: Palantir &amp; Anduril Execs on Drones, AI &amp; the Future of War</title><link>https://www.spreaker.com/episode/the-companies-changing-warfare-forever-palantir-anduril-execs-on-drones-ai-the-future-of-war--75243388</link><description><![CDATA[(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence &amp; Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding &amp; 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory &amp; Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making &amp; Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden &amp; Foreign Influence Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://axon.ai/allin" target="_blank" rel="noreferrer noopener">https://axon.ai/allin.</a> Follow Trae: <a href="https://x.com/traestephens" target="_blank" rel="noreferrer noopener">https://x.com/traestephens</a> Follow Shyam: <a href="https://x.com/ssankar" target="_blank" rel="noreferrer noopener">https://x.com/ssankar</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">65648533-c855-4cfd-92ae-300eebbf0163</guid><pubDate>Mon, 06 Apr 2026 12:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243388/allin_intv_palantir_anduril.mp3" length="99868940" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence &amp;amp; Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding &amp;amp;...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence &amp; Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding &amp; 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory &amp; Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making &amp; Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden &amp; Foreign Influence Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href="https://axon.ai/allin" target="_blank" rel="noreferrer noopener">https://axon.ai/allin.</a> Follow Trae: <a href="https://x.com/traestephens" target="_blank" rel="noreferrer noopener">https://x.com/traestephens</a> Follow Shyam: <a href="https://x.com/ssankar" target="_blank" rel="noreferrer noopener">https://x.com/ssankar</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4162</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/ef15036ac3a239c6a5c518f40c405fe1.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity</title><link>https://www.spreaker.com/episode/spacex-ipo-iran-war-fallout-quantum-bitcoin-hack-the-space-opportunity--75243357</link><description><![CDATA[(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://www.youtube.com/watch?v=Tf_UjBMIzNo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=Tf_UjBMIzNo</a> <a href="https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549" target="_blank" rel="noreferrer noopener"> https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot</a> <a href="https://x.com/DrewPavlou/status/2038967293343096896" target="_blank" rel="noreferrer noopener">https://x.com/DrewPavlou/status/2038967293343096896</a> <a href="https://polymarket.com/event/us-x-iran-ceasefire-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-x-iran-ceasefire-by</a> <a href="https://polymarket.com/event/us-forces-enter-iran-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-forces-enter-iran-by</a> <a href="https://tradingeconomics.com/commodity/urea" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/commodity/urea</a> <a href="https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin</a> <a href="https://polymarket.com/event/march-inflation-us-annual-higher-brackets" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/march-inflation-us-annual-higher-brackets</a> <a href="https://www.instagram.com/reels/DWhj1SrjvTU" target="_blank" rel="noreferrer noopener">https://www.instagram.com/reels/DWhj1SrjvTU</a> <a href="https://www.youtube.com/@ElishaLong" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@ElishaLong</a>]]></description><guid isPermaLink="false">15b1f9d0-8884-4bd5-8a9d-2ae0e32c0f29</guid><pubDate>Fri, 03 Apr 2026 21:08:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243357/allin_e267_ch.mp3" length="115948847" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://www.youtube.com/watch?v=Tf_UjBMIzNo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=Tf_UjBMIzNo</a> <a href="https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549" target="_blank" rel="noreferrer noopener"> https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549</a> <a href="https://polymarket.com/event/ipos-before-2027" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/ipos-before-2027</a> <a href="https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot</a> <a href="https://x.com/DrewPavlou/status/2038967293343096896" target="_blank" rel="noreferrer noopener">https://x.com/DrewPavlou/status/2038967293343096896</a> <a href="https://polymarket.com/event/us-x-iran-ceasefire-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-x-iran-ceasefire-by</a> <a href="https://polymarket.com/event/us-forces-enter-iran-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-forces-enter-iran-by</a> <a href="https://tradingeconomics.com/commodity/urea" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/commodity/urea</a> <a href="https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin</a> <a href="https://polymarket.com/event/march-inflation-us-annual-higher-brackets" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/march-inflation-us-annual-higher-brackets</a> <a...]]></itunes:summary><itunes:duration>4832</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/340553826160a216aaee34a9513bdd19.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits</title><link>https://www.spreaker.com/episode/anthropic-s-generational-run-openai-panics-ai-moats-meta-loses-lawsuits--75243371</link><description><![CDATA[(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58) Liquidity speaker announcements, the 100x AI moment (50:35) Two landmark social media verdicts against Meta (1:12:46) Sacks and Friedberg join PCAST! Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751</a> <a href="https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825</a> <a href="https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23</a> <a href="https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival" target="_blank" rel="noreferrer noopener"> https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival</a> <a href="https://x.com/LauraLoomer/status/2037111057701818519" target="_blank" rel="noreferrer noopener">https://x.com/LauraLoomer/status/2037111057701818519</a> <a href="https://x.com/chamath/status/2033385903520129161" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2033385903520129161</a> <a href="https://x.com/TheIcahnist/status/2036902492080837015" target="_blank" rel="noreferrer noopener">https://x.com/TheIcahnist/status/2036902492080837015</a> <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://www.google.com/finance/quote/LVMUY:OTCMKTS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/LVMUY:OTCMKTS</a> <a href="https://x.com/cryptopunk7213/status/2023572182090109380" target="_blank" rel="noreferrer noopener">https://x.com/cryptopunk7213/status/2023572182090109380</a> <a href="https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS</a> <a href="https://x.com/Vjay031/status/1985631799448662441" target="_blank" rel="noreferrer noopener">https://x.com/Vjay031/status/1985631799448662441</a> <a href="https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict</a>]]></description><guid isPermaLink="false">4a43da89-9d1a-4b9e-9304-aa9ab4a1ee97</guid><pubDate>Fri, 27 Mar 2026 20:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243371/allin_e266_ch.mp3" length="115455816" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58) Liquidity speaker announcements, the 100x AI...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58) Liquidity speaker announcements, the 100x AI moment (50:35) Two landmark social media verdicts against Meta (1:12:46) Sacks and Friedberg join PCAST! Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751</a> <a href="https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825</a> <a href="https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23</a> <a href="https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival" target="_blank" rel="noreferrer noopener"> https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival</a> <a href="https://x.com/LauraLoomer/status/2037111057701818519" target="_blank" rel="noreferrer noopener">https://x.com/LauraLoomer/status/2037111057701818519</a> <a href="https://x.com/chamath/status/2033385903520129161" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2033385903520129161</a> <a href="https://x.com/TheIcahnist/status/2036902492080837015" target="_blank" rel="noreferrer noopener">https://x.com/TheIcahnist/status/2036902492080837015</a> <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://www.google.com/finance/quote/LVMUY:OTCMKTS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/LVMUY:OTCMKTS</a> <a href="https://x.com/cryptopunk7213/status/2023572182090109380" target="_blank" rel="noreferrer noopener">https://x.com/cryptopunk7213/status/2023572182090109380</a> <a href="https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS</a> <a href="https://x.com/Vjay031/status/1985631799448662441" target="_blank" rel="noreferrer noopener">https://x.com/Vjay031/status/1985631799448662441</a> <a...]]></itunes:summary><itunes:duration>4811</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4042ec4dbcf3865aee68957dd9b0ab2b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like</title><link>https://www.spreaker.com/episode/bryan-johnson-i-just-took-the-most-powerful-dose-of-dmt-in-the-world-here-s-what-it-was-like--75243350</link><description><![CDATA[(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions (26:23) The next frontier: organoids and gene therapy (33:26) GLP-1s, abundance, and human optimization (35:35) The longevity drug nobody's talking about? Thanks to our partner for making this happen! The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at <a href="https://www.eightsleep.com/allin" target="_blank" rel="noreferrer noopener">https://www.eightsleep.com/allin</a> for up to $350 off. Follow Bryan: <a href="https://x.com/bryan_johnson" target="_blank" rel="noreferrer noopener">https://x.com/bryan_johnson</a> <a href="https://www.youtube.com/BryanJohnson" target="_blank" rel="noreferrer noopener">https://www.youtube.com/BryanJohnson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">46e387c4-d5e7-420d-9c02-d3677d026824</guid><pubDate>Thu, 26 Mar 2026 00:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243350/intv_bj_ch_2.mp3" length="54651394" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions (26:23) The next frontier: organoids and gene therapy (33:26) GLP-1s,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions (26:23) The next frontier: organoids and gene therapy (33:26) GLP-1s, abundance, and human optimization (35:35) The longevity drug nobody's talking about? Thanks to our partner for making this happen! The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at <a href="https://www.eightsleep.com/allin" target="_blank" rel="noreferrer noopener">https://www.eightsleep.com/allin</a> for up to $350 off. Follow Bryan: <a href="https://x.com/bryan_johnson" target="_blank" rel="noreferrer noopener">https://x.com/bryan_johnson</a> <a href="https://www.youtube.com/BryanJohnson" target="_blank" rel="noreferrer noopener">https://www.youtube.com/BryanJohnson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2278</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c484f960224dc6356f271dfc7d5f639c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN</title><link>https://www.spreaker.com/episode/four-ceos-on-the-future-of-ai-coreweave-perplexity-mistral-and-iren--75243368</link><description><![CDATA[(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.<br /> It all happens at the NYSE - <a href="https://nyse.com" target="_blank" rel="noreferrer noopener">https://nyse.com</a> Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">d11608c8-9fb6-4efc-9917-36ead826d1f1</guid><pubDate>Mon, 23 Mar 2026 18:07:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243368/gtc_ceos_f1audio_ch.mp3" length="140611540" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is sponsored by the New York Stock Exchange - a...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.<br /> It all happens at the NYSE - <a href="https://nyse.com" target="_blank" rel="noreferrer noopener">https://nyse.com</a> Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5859</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/93bfa2901dd2b8c19840b5750ecff79b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Matt Mahan Thinks He Can Save California</title><link>https://www.spreaker.com/episode/how-matt-mahan-thinks-he-can-save-california--75243386</link><description><![CDATA[(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions &amp; Lobbying in Sacramento (19:05) California's Housing Crisis: Regulation &amp; Fees (34:52) California Energy Crisis: Gas Taxes &amp; Green Policy (43:57) The $1 Trillion Pension Time Bomb (1:02:37) Trump, Tariffs &amp; the Rise of Dangerous Populism (1:09:14) Immigration Reform: ICE &amp; the Path to Legal Status   Follow Matt Mahan: <a href="https://x.com/MattMahanSJ?lang=en" target="_blank" rel="noreferrer noopener">https://x.com/MattMahanSJ?lang=en<br /> </a> <a href="https://www.instagram.com/mattmahansj/" target="_blank" rel="noreferrer noopener">https://www.instagram.com/mattmahansj/</a> <a href="https://www.tiktok.com/@mattmahansj" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@mattmahansj</a>    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   #allin #tech #news  ]]></description><guid isPermaLink="false">68a689ad-9d04-4a49-95eb-aaa47a714117</guid><pubDate>Mon, 23 Mar 2026 01:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243386/allin_intv_mahan_ch.mp3" length="111181696" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions &amp;amp; Lobbying in Sacramento (19:05) California's Housing Crisis: Regulation &amp;amp; Fees (34:52) California Energy Crisis: Gas...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions &amp; Lobbying in Sacramento (19:05) California's Housing Crisis: Regulation &amp; Fees (34:52) California Energy Crisis: Gas Taxes &amp; Green Policy (43:57) The $1 Trillion Pension Time Bomb (1:02:37) Trump, Tariffs &amp; the Rise of Dangerous Populism (1:09:14) Immigration Reform: ICE &amp; the Path to Legal Status   Follow Matt Mahan: <a href="https://x.com/MattMahanSJ?lang=en" target="_blank" rel="noreferrer noopener">https://x.com/MattMahanSJ?lang=en<br /> </a> <a href="https://www.instagram.com/mattmahansj/" target="_blank" rel="noreferrer noopener">https://www.instagram.com/mattmahansj/</a> <a href="https://www.tiktok.com/@mattmahansj" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@mattmahansj</a>    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   #allin #tech #news  ]]></itunes:summary><itunes:duration>4633</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/14954311ca3d4a7fe83e5fc98c69ceca.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis</title><link>https://www.spreaker.com/episode/jensen-huang-live-nvidia-s-future-physical-ai-rise-of-the-agent-inference-explosion-ai-pr-crisis--75243377</link><description><![CDATA[(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">b9112fca-9ebf-47e8-a8a1-9bcbcf39cf84</guid><pubDate>Thu, 19 Mar 2026 20:42:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243377/allin_intv_jensen_v2_ch.mp3" length="95188610" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3966</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/45fb22968773262b34e64111173ee07c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>John Fetterman: The Rogue Democrat Who Broke Party Ranks</title><link>https://www.spreaker.com/episode/john-fetterman-the-rogue-democrat-who-broke-party-ranks--75243424</link><description><![CDATA[(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans (11:42) Iran exit strategy, NATO allies bail on the US (17:42) Israel's influence, AIPAC, growing anti-Israel sentiment (20:16) SAVE Act, why he supports voter ID but not this bill, election fraud (26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border (32:49) Debt death spiral, government fraud (37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture Follow Sen. Fetterman: <a href="https://x.com/SenFettermanPA" target="_blank" rel="noreferrer noopener">https://x.com/SenFettermanPA</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">32691806-7703-4dd9-aa75-bbd3a19edc14</guid><pubDate>Wed, 18 Mar 2026 11:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243424/allin_intv_fetterman_ch.mp3" length="65452231" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans (11:42) Iran exit strategy, NATO allies...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans (11:42) Iran exit strategy, NATO allies bail on the US (17:42) Israel's influence, AIPAC, growing anti-Israel sentiment (20:16) SAVE Act, why he supports voter ID but not this bill, election fraud (26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border (32:49) Debt death spiral, government fraud (37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture Follow Sen. Fetterman: <a href="https://x.com/SenFettermanPA" target="_blank" rel="noreferrer noopener">https://x.com/SenFettermanPA</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2727</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/cc1da0d8bcaba948cfc3439191334784.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Travis Kalanick &amp; Michael Dell Live from Austin, Texas</title><link>https://www.spreaker.com/episode/travis-kalanick-michael-dell-live-from-austin-texas--75243471</link><description><![CDATA[(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the autonomous race (16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California (25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War (36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders (43:46) Dell's $50B AI infrastructure bet (1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids This podcast was recorded LIVE at Arena Hall in Austin, Texas. Thanks to our partners for making this event possible!: EY: Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey. <a href="https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey" target="_blank" rel="noreferrer noopener"> https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey</a> Forge Global: We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms. Learn more here: <a href="https://forgeglobal.com/who-we-serve/private-companies/" target="_blank" rel="noreferrer noopener">https://forgeglobal.com/who-we-serve/private-companies/</a> De'Longhi Athena Polymarket]]></description><guid isPermaLink="false">f622d55b-b318-4f88-acc3-6e4888db8d51</guid><pubDate>Tue, 17 Mar 2026 04:11:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243471/allin_atx_ch.mp3" length="109341431" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the autonomous race (16:17) Leaving Los Angeles for...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the autonomous race (16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California (25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War (36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders (43:46) Dell's $50B AI infrastructure bet (1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids This podcast was recorded LIVE at Arena Hall in Austin, Texas. Thanks to our partners for making this event possible!: EY: Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey. <a href="https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey" target="_blank" rel="noreferrer noopener"> https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey</a> Forge Global: We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms. Learn more here: <a href="https://forgeglobal.com/who-we-serve/private-companies/" target="_blank" rel="noreferrer noopener">https://forgeglobal.com/who-we-serve/private-companies/</a> De'Longhi Athena Polymarket]]></itunes:summary><itunes:duration>4556</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/793888013be107c9d51ac4b09d441c15.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare</title><link>https://www.spreaker.com/episode/iran-war-oil-shock-off-ramps-ai-s-revenue-explosion-and-pr-nightmare--75243404</link><description><![CDATA[(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenAI scaling revenue faster than any company ever (46:11) AI's PR disaster, open source's future (1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Take the survey: <a href="https://allin.com/survey" target="_blank" rel="noreferrer noopener">https://allin.com/survey</a> Apply for Liquidity: <a href="https://allinliquidity.com" target="_blank" rel="noreferrer noopener">https://allinliquidity.com</a> Apply for Summit: <a href="https://theallinsummit.com" target="_blank" rel="noreferrer noopener">https://theallinsummit.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/BZW00:NYMEX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BZW00:NYMEX</a> <a href="https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html</a> <a href="https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5</a> <a href="https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de</a> <a href="https://polymarket.com/event/us-forces-enter-iran-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-forces-enter-iran-by</a> <a href="https://x.com/altcap/status/2029223717356879931" target="_blank" rel="noreferrer noopener">https://x.com/altcap/status/2029223717356879931</a> <a href="https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c</a> <a href="https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c</a> <a href="https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26</a> <a href="https://x.com/sentdefender/status/2031827082934665293" target="_blank" rel="noreferrer noopener">https://x.com/sentdefender/status/2031827082934665293</a> <a href="https://polymarket.com/event/balance-of-power-2026-midterms" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/balance-of-power-2026-midterms</a> <a href="https://polymarket.com/event/march-inflation-us-annual" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/march-inflation-us-annual</a> <a href="https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de</a> <a href="https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic</a> <a href="https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology</a> <a href="https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b</a> <a href="https://x.com/WallStreetMav/status/2032115119879045512" target="_blank" rel="noreferrer noopener">https://x.com/WallStreetMav/status/2032115119879045512</a> <a href="https://x.com/TheChiefNerd/status/2032012809433723158" target="_blank" rel="noreferrer noopener">https://x.com/TheChiefNerd/status/2032012809433723158</a> <a href="https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196</a> <a href="https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025" target="_blank" rel="noreferrer noopener"> https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025</a> <a href="https://x.com/DrTechlash/status/2030734402339365220" target="_blank" rel="noreferrer noopener">https://x.com/DrTechlash/status/2030734402339365220</a> <a href="https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms</a> <a href="https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/</a> <a href="https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363" target="_blank" rel="noreferrer noopener"> https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363</a> <a href="https://x.com/chamath/status/2032135944284094910" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2032135944284094910</a> <a href="https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed" target="_blank" rel="noreferrer noopener"> https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed</a> <a href="https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025" target="_blank" rel="noreferrer noopener"> https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025</a> <a href="https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families" target="_blank" rel="noreferrer noopener"> https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families</a>]]></description><guid isPermaLink="false">f0e6d983-d9d0-47a5-8390-17e55831299b</guid><pubDate>Fri, 13 Mar 2026 17:53:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243404/allin_e264_v2_ch.mp3" length="115734803" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenAI scaling revenue faster than...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenAI scaling revenue faster than any company ever (46:11) AI's PR disaster, open source's future (1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Take the survey: <a href="https://allin.com/survey" target="_blank" rel="noreferrer noopener">https://allin.com/survey</a> Apply for Liquidity: <a href="https://allinliquidity.com" target="_blank" rel="noreferrer noopener">https://allinliquidity.com</a> Apply for Summit: <a href="https://theallinsummit.com" target="_blank" rel="noreferrer noopener">https://theallinsummit.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/BZW00:NYMEX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BZW00:NYMEX</a> <a href="https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html</a> <a href="https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5</a> <a href="https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de</a> <a href="https://polymarket.com/event/us-forces-enter-iran-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-forces-enter-iran-by</a> <a href="https://x.com/altcap/status/2029223717356879931" target="_blank" rel="noreferrer noopener">https://x.com/altcap/status/2029223717356879931</a> <a href="https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c</a> <a href="https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c</a> <a href="https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4823</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4414e5a2762f3e5788767a50a4488e59.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rewriting the Rules: The SEC &amp; CFTC on Crypto, IPOs &amp; the Future of American Markets</title><link>https://www.spreaker.com/episode/rewriting-the-rules-the-sec-cftc-on-crypto-ipos-the-future-of-american-markets--75243343</link><description><![CDATA[(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules (8:16) AI trading bots, autonomous hedge funds, and investing with leverage (15:30) Ending the "Turf War" between the SEC and CFTC, super app vision (19:15) Prediction markets, insider trading, gray area (26:56) Trump advocates for changing quarterly earnings to bi-annual (30:30) Changing the accreditation rules a priority for 2026 (34:56) HFT firms that dominate the futures markets, swap reporting (40:36) VC fund formation (46:18) US markets vs the world, crypto classification (52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis   SEC Chair Paul Atkins: <a href="https://x.com/SECPaulSAtkins" target="_blank" rel="noreferrer noopener">https://x.com/SECPaulSAtkins</a> CFTC Chair Michael Selig: <a href="https://x.com/ChairmanSelig" target="_blank" rel="noreferrer noopener">https://x.com/ChairmanSelig</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">034aae77-e9ee-4def-8716-6ddee6572003</guid><pubDate>Wed, 11 Mar 2026 19:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243343/allin_intv_sec_cftc_ch.mp3" length="86632957" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules (8:16) AI trading bots, autonomous hedge funds, and investing with leverage (15:30) Ending the "Turf War" between the SEC and CFTC, super app vision (19:15) Prediction markets, insider trading, gray area (26:56) Trump advocates for changing quarterly earnings to bi-annual (30:30) Changing the accreditation rules a priority for 2026 (34:56) HFT firms that dominate the futures markets, swap reporting (40:36) VC fund formation (46:18) US markets vs the world, crypto classification (52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis   SEC Chair Paul Atkins: <a href="https://x.com/SECPaulSAtkins" target="_blank" rel="noreferrer noopener">https://x.com/SECPaulSAtkins</a> CFTC Chair Michael Selig: <a href="https://x.com/ChairmanSelig" target="_blank" rel="noreferrer noopener">https://x.com/ChairmanSelig</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3610</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1905003caada569f4631f8183b03147c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Graham Allison on the Global Realignment: Iran, China, Israel, Greenland</title><link>https://www.spreaker.com/episode/graham-allison-on-the-global-realignment-iran-china-israel-greenland--75243390</link><description><![CDATA[(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects (21:07) Israel: Is Netanyahu destroying Israel's democracy? (24:28) China: Taiwan invasion, trade, and Trump's April meeting (39:50) Greenland: Importance, deal scenarios, EU socialism angle (48:58) Nuclear proliferation: 80-80-9 framework explained (56:20) Rising socialism in America: wealth inequality and political risk Thanks to our partner Airwallex! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. <a href="https://airwallex.com/allin" target="_blank" rel="noreferrer noopener">https://airwallex.com/allin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">23a012b8-9754-49f3-8e19-ca7252be22fe</guid><pubDate>Mon, 09 Mar 2026 20:42:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243390/allin_grahamallison_ch.mp3" length="91336045" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects (21:07) Israel: Is Netanyahu destroying Israel's democracy? (24:28) China: Taiwan invasion, trade, and Trump's April meeting (39:50) Greenland: Importance, deal scenarios, EU socialism angle (48:58) Nuclear proliferation: 80-80-9 framework explained (56:20) Rising socialism in America: wealth inequality and political risk Thanks to our partner Airwallex! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. <a href="https://airwallex.com/allin" target="_blank" rel="noreferrer noopener">https://airwallex.com/allin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3806</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1ef177015ad63b4af829346548328fa6.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom</title><link>https://www.spreaker.com/episode/exiled-iranian-prince-reza-pahlavi-transition-plan-and-the-fight-for-iran-s-freedom--75243412</link><description><![CDATA[(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles, role in transition and potential leadership (17:14) Thoughts on the people and spirit of Iran (21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East (33:59) Future leader and government of Iran, plan for transition Follow Reza Pahlavi: <a href="https://x.com/PahlaviReza" target="_blank" rel="noreferrer noopener">https://x.com/PahlaviReza</a> Follow Shervin: <a href="https://x.com/shervin" target="_blank" rel="noreferrer noopener">https://x.com/shervin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">f3df379d-e536-460f-83f6-83b06f4cad9e</guid><pubDate>Sat, 07 Mar 2026 18:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243412/allin_intv_rezapahlavi_ch.mp3" length="69019301" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles, role in transition and potential leadership (17:14) Thoughts on the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles, role in transition and potential leadership (17:14) Thoughts on the people and spirit of Iran (21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East (33:59) Future leader and government of Iran, plan for transition Follow Reza Pahlavi: <a href="https://x.com/PahlaviReza" target="_blank" rel="noreferrer noopener">https://x.com/PahlaviReza</a> Follow Shervin: <a href="https://x.com/shervin" target="_blank" rel="noreferrer noopener">https://x.com/shervin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2876</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0138e3afd7b865c25fefd220f4f93c83.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael</title><link>https://www.spreaker.com/episode/inside-the-iran-war-and-the-pentagon-s-feud-with-anthropic-with-under-secretary-of-war-emil-michael--75243375</link><description><![CDATA[(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military Follow Emil Michael: <a href="https://x.com/USWREMichael" target="_blank" rel="noreferrer noopener">https://x.com/USWREMichael</a> <a href="https://x.com/emilmichael" target="_blank" rel="noreferrer noopener">https://x.com/emilmichael</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/2029584905831891069" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2029584905831891069</a> <a href="https://polymarket.com/event/us-forces-enter-iran-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-forces-enter-iran-by</a> <a href="https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026</a> <a href="https://x.com/chamath/status/2029416079781736844" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2029416079781736844</a> <a href="https://x.com/USWREMichael/status/2029539950962626734" target="_blank" rel="noreferrer noopener">https://x.com/USWREMichael/status/2029539950962626734</a> <a href="https://x.com/addyosmani/status/2029372736267805081" target="_blank" rel="noreferrer noopener">https://x.com/addyosmani/status/2029372736267805081</a> <a href="https://github.com/googleworkspace/cli" target="_blank" rel="noreferrer noopener">https://github.com/googleworkspace/cli</a> <a href="https://x.com/chamath/status/2029634071966666964" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2029634071966666964</a> <a href="https://www.lloyds.com/about-lloyds/history/lloyds-buildings" target="_blank" rel="noreferrer noopener">https://www.lloyds.com/about-lloyds/history/lloyds-buildings</a> <a href="https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk</a> <a href="https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud</a>]]></description><guid isPermaLink="false">8fae5002-2c7b-4fac-9a1e-352fbd7890b1</guid><pubDate>Fri, 06 Mar 2026 09:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243375/allin_e263_ch.mp3" length="119485161" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military Follow Emil Michael: <a href="https://x.com/USWREMichael" target="_blank" rel="noreferrer noopener">https://x.com/USWREMichael</a> <a href="https://x.com/emilmichael" target="_blank" rel="noreferrer noopener">https://x.com/emilmichael</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/2029584905831891069" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2029584905831891069</a> <a href="https://polymarket.com/event/us-forces-enter-iran-by" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-forces-enter-iran-by</a> <a href="https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026</a> <a href="https://x.com/chamath/status/2029416079781736844" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2029416079781736844</a> <a href="https://x.com/USWREMichael/status/2029539950962626734" target="_blank" rel="noreferrer noopener">https://x.com/USWREMichael/status/2029539950962626734</a> <a href="https://x.com/addyosmani/status/2029372736267805081" target="_blank" rel="noreferrer noopener">https://x.com/addyosmani/status/2029372736267805081</a> <a href="https://github.com/googleworkspace/cli" target="_blank" rel="noreferrer noopener">https://github.com/googleworkspace/cli</a> <a href="https://x.com/chamath/status/2029634071966666964" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2029634071966666964</a> <a href="https://www.lloyds.com/about-lloyds/history/lloyds-buildings" target="_blank" rel="noreferrer noopener">https://www.lloyds.com/about-lloyds/history/lloyds-buildings</a> <a href="https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk</a> <a...]]></itunes:summary><itunes:duration>4979</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/7aeaea3402a5b66d61ab60ce57f3167f.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ray Dalio: Our System Is in Jeopardy - Debt, AI &amp; the Cycle That Destroyed Rome</title><link>https://www.spreaker.com/episode/ray-dalio-our-system-is-in-jeopardy-debt-ai-the-cycle-that-destroyed-rome--75243473</link><description><![CDATA[(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong About Tariffs (41:11) Is America Heading Towards Collapse? Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business account, payments, treasury, and spend management to embedded finance. Check it out: <a href="https://airwallex.com/allin" target="_blank" rel="noreferrer noopener">https://airwallex.com/allin</a> Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next. Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse. Follow Ray Dalio: <a href="https://x.com/RayDalio" target="_blank" rel="noreferrer noopener">https://x.com/RayDalio</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">7bea282e-50d5-43ea-97f1-01d1b0d2de03</guid><pubDate>Tue, 03 Mar 2026 10:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243473/dalio_df_ch.mp3" length="70884887" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong About Tariffs (41:11) Is America Heading Towards...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong About Tariffs (41:11) Is America Heading Towards Collapse? Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business account, payments, treasury, and spend management to embedded finance. Check it out: <a href="https://airwallex.com/allin" target="_blank" rel="noreferrer noopener">https://airwallex.com/allin</a> Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next. Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse. Follow Ray Dalio: <a href="https://x.com/RayDalio" target="_blank" rel="noreferrer noopener">https://x.com/RayDalio</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>2954</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/13d6298b0b14e1f4562a8b4d40276a30.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot</title><link>https://www.spreaker.com/episode/software-stocks-implode-claude-s-hit-list-state-of-the-union-reactions-trump-s-tariff-pivot--75243420</link><description><![CDATA[(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots Apply for Liquidity: <a href="https://allinliquidity.com" target="_blank" rel="noreferrer noopener">https://allinliquidity.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124" target="_blank" rel="noreferrer noopener"> https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124</a> <a href="https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c</a> <a href="https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble</a> <a href="https://x.com/chamath/status/2027077786503164260" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2027077786503164260</a> <a href="https://www.citriniresearch.com/p/2028gic" target="_blank" rel="noreferrer noopener">https://www.citriniresearch.com/p/2028gic</a> <a href="https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report" target="_blank" rel="noreferrer noopener"> https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report</a> <a href="https://x.com/TurnerNovak/status/2026332990914101699" target="_blank" rel="noreferrer noopener">https://x.com/TurnerNovak/status/2026332990914101699</a> <a href="https://x.com/anistotle_/status/2026306126674108788" target="_blank" rel="noreferrer noopener">https://x.com/anistotle_/status/2026306126674108788</a> <a href="https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the" target="_blank" rel="noreferrer noopener"> https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the</a> <a href="https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion" target="_blank" rel="noreferrer noopener"> https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion</a> <a href="https://www.derekthompson.org/p/nobody-knows-anything" target="_blank" rel="noreferrer noopener">https://www.derekthompson.org/p/nobody-knows-anything</a> <a href="https://x.com/kalshi/status/2027040345419129166" target="_blank" rel="noreferrer noopener">https://x.com/kalshi/status/2027040345419129166</a> <a href="https://x.com/StockMarketNerd/status/2019837212515528730" target="_blank" rel="noreferrer noopener">https://x.com/StockMarketNerd/status/2019837212515528730</a> <a href="https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/" target="_blank" rel="noreferrer noopener"> https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/</a> <a href="https://x.com/DavidSacks/status/2027087693327237251" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2027087693327237251</a> <a href="https://x.com/levie/status/2026885050411745491" target="_blank" rel="noreferrer noopener">https://x.com/levie/status/2026885050411745491</a> <a href="https://x.com/typesfast/status/2026998028222013679" target="_blank" rel="noreferrer noopener">https://x.com/typesfast/status/2026998028222013679</a> <a href="https://x.com/cboyack/status/2021647373571862952" target="_blank" rel="noreferrer noopener">https://x.com/cboyack/status/2021647373571862952</a> <a href="https://x.com/chamath/status/2025369318696124859" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2025369318696124859</a> <a href="https://x.com/pat_hedger/status/2026742424471560636" target="_blank" rel="noreferrer noopener">https://x.com/pat_hedger/status/2026742424471560636</a> <a href="https://x.com/SemiAnalysis_/status/2026719180284666046" target="_blank" rel="noreferrer noopener">https://x.com/SemiAnalysis_/status/2026719180284666046</a> <a href="https://x.com/WesternLensman/status/2024661247296172486" target="_blank" rel="noreferrer noopener">https://x.com/WesternLensman/status/2024661247296172486</a> <a href="https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable</a> <a href="https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30</a> <a href="https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31</a>]]></description><guid isPermaLink="false">1b5e8889-47c1-4779-b589-fe23ea5d0e24</guid><pubDate>Sat, 28 Feb 2026 00:34:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243420/allin_e262_ch_1.mp3" length="116831014" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition?...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots Apply for Liquidity: <a href="https://allinliquidity.com" target="_blank" rel="noreferrer noopener">https://allinliquidity.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124" target="_blank" rel="noreferrer noopener"> https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124</a> <a href="https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c</a> <a href="https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble</a> <a href="https://x.com/chamath/status/2027077786503164260" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2027077786503164260</a> <a href="https://www.citriniresearch.com/p/2028gic" target="_blank" rel="noreferrer noopener">https://www.citriniresearch.com/p/2028gic</a> <a href="https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report" target="_blank" rel="noreferrer noopener"> https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report</a> <a href="https://x.com/TurnerNovak/status/2026332990914101699" target="_blank" rel="noreferrer noopener">https://x.com/TurnerNovak/status/2026332990914101699</a> <a href="https://x.com/anistotle_/status/2026306126674108788" target="_blank" rel="noreferrer noopener">https://x.com/anistotle_/status/2026306126674108788</a> <a href="https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the" target="_blank" rel="noreferrer noopener"> https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the</a> <a href="https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion" target="_blank"...]]></itunes:summary><itunes:duration>4868</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a72e8c89ebbb0be04f99844b7aa25e4a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files</title><link>https://www.spreaker.com/episode/epstein-files-special-prince-andrew-arrested-global-network-mythology-reid-hoffman-files--75243356</link><description><![CDATA[(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is this story really about? (34:10) Michael Tracey explains "Epstein Mythology" (1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein (1:32:52) Michael Tracey responds to criticism Follow Saagar: <a href="https://x.com/esaagar" target="_blank" rel="noreferrer noopener">https://x.com/esaagar</a> Follow Michael: <a href="https://x.com/mtracey" target="_blank" rel="noreferrer noopener">https://x.com/mtracey</a> Follow Kevin: <a href="https://x.com/kevinnbass" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/kevinnbass/status/2024276079888732649" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass/status/2024276079888732649</a> <a href="https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein</a> <a href="https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties" target="_blank" rel="noreferrer noopener"> https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties</a> <a href="https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html</a> <a href="https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations</a> <a href="https://x.com/kevinnbass/status/2023941188588290502" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass/status/2023941188588290502</a> <a href="https://x.com/kevinnbass/status/2024276084401828260" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass/status/2024276084401828260</a> <a href="https://x.com/kevinnbass/status/2023941213951512966" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass/status/2023941213951512966</a> <a href="https://x.com/presentwitness_/status/2024522531542356447" target="_blank" rel="noreferrer noopener">https://x.com/presentwitness_/status/2024522531542356447</a>]]></description><guid isPermaLink="false">6745afd7-24a2-450c-8eec-8640cf3c3157</guid><pubDate>Fri, 20 Feb 2026 21:31:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243356/allin_e262_ch.mp3" length="154626965" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is this story really about? (34:10) Michael Tracey...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is this story really about? (34:10) Michael Tracey explains "Epstein Mythology" (1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein (1:32:52) Michael Tracey responds to criticism Follow Saagar: <a href="https://x.com/esaagar" target="_blank" rel="noreferrer noopener">https://x.com/esaagar</a> Follow Michael: <a href="https://x.com/mtracey" target="_blank" rel="noreferrer noopener">https://x.com/mtracey</a> Follow Kevin: <a href="https://x.com/kevinnbass" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/kevinnbass/status/2024276079888732649" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass/status/2024276079888732649</a> <a href="https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein</a> <a href="https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties" target="_blank" rel="noreferrer noopener"> https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties</a> <a href="https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html</a> <a href="https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations</a> <a href="https://x.com/kevinnbass/status/2023941188588290502" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass/status/2023941188588290502</a> <a href="https://x.com/kevinnbass/status/2024276084401828260" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass/status/2024276084401828260</a> <a href="https://x.com/kevinnbass/status/2023941213951512966" target="_blank" rel="noreferrer noopener">https://x.com/kevinnbass/status/2023941213951512966</a> <a href="https://x.com/presentwitness_/status/2024522531542356447" target="_blank" rel="noreferrer noopener">https://x.com/presentwitness_/status/2024522531542356447</a>]]></itunes:summary><itunes:duration>6443</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/93bfa2901dd2b8c19840b5750ecff79b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV</title><link>https://www.spreaker.com/episode/debt-spiral-or-new-golden-age-super-bowl-insider-trading-booming-token-budgets-ferrari-s-new-ev--75243431</link><description><![CDATA[(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral Apply for Liquidity: <a href="https://allinliquidity.com" target="_blank" rel="noreferrer noopener">https://allinliquidity.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3" target="_blank" rel="noreferrer noopener"> https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3</a> <a href="https://x.com/mattshumer_/status/2021256989876109403" target="_blank" rel="noreferrer noopener">https://x.com/mattshumer_/status/2021256989876109403</a> <a href="https://x.com/Jason/status/2021272988100984862" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/2021272988100984862</a> <a href="https://x.com/chamath/status/2022009107964899755" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2022009107964899755</a> <a href="https://x.com/chamath/status/2021991383327027322" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2021991383327027322</a> <a href="https://lobstertank.co/?v=1" target="_blank" rel="noreferrer noopener">https://lobstertank.co/?v=1</a> <a href="https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf" target="_blank" rel="noreferrer noopener"> https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf</a> <a href="https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026" target="_blank" rel="noreferrer noopener"> https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026</a> <a href="https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/" target="_blank" rel="noreferrer noopener"> https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/</a> <a href="https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012</a> <a href="https://www.youtube.com/watch?v=SzuvVcH2amc" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=SzuvVcH2amc</a> <a href="https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf" target="_blank" rel="noreferrer noopener"> https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf</a> <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://x.com/RealEJAntoni/status/2021608233866027065" target="_blank" rel="noreferrer noopener">https://x.com/RealEJAntoni/status/2021608233866027065</a> <a href="https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice" target="_blank" rel="noreferrer noopener"> https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice</a> <a href="https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens</a> <a href="https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756</a> <a href="https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06" target="_blank" rel="noreferrer noopener"> https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06</a>]]></description><guid isPermaLink="false">d78168ae-af1a-403f-b946-147237b84a71</guid><pubDate>Fri, 13 Feb 2026 21:56:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243431/allin_e261_ch.mp3" length="105359312" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral Apply for Liquidity: <a href="https://allinliquidity.com" target="_blank" rel="noreferrer noopener">https://allinliquidity.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3" target="_blank" rel="noreferrer noopener"> https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3</a> <a href="https://x.com/mattshumer_/status/2021256989876109403" target="_blank" rel="noreferrer noopener">https://x.com/mattshumer_/status/2021256989876109403</a> <a href="https://x.com/Jason/status/2021272988100984862" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/2021272988100984862</a> <a href="https://x.com/chamath/status/2022009107964899755" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2022009107964899755</a> <a href="https://x.com/chamath/status/2021991383327027322" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2021991383327027322</a> <a href="https://lobstertank.co/?v=1" target="_blank" rel="noreferrer noopener">https://lobstertank.co/?v=1</a> <a href="https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf" target="_blank" rel="noreferrer noopener"> https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf</a> <a href="https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026" target="_blank" rel="noreferrer noopener"> https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026</a> <a href="https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/" target="_blank" rel="noreferrer noopener"> https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/</a> <a href="https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012</a> <a href="https://www.youtube.com/watch?v=SzuvVcH2amc" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=SzuvVcH2amc</a> <a...]]></itunes:summary><itunes:duration>4390</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/8d730329dfcc8156a11bb6d09ddd2205.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder</title><link>https://www.spreaker.com/episode/cz-s-untold-story-the-rise-fall-and-redemption-of-binance-s-founder--75243426</link><description><![CDATA[(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) The FTX Story: SBF Relationship and Collapse (1:09:46) Facing Biden's Anti-Crypto DOJ (1:25:25) Inside Federal Prison (1:40:10) Life After Binance and New Ventures Follow CZ: <a href="https://x.com/cz_binance" target="_blank" rel="noreferrer noopener">https://x.com/cz_binance</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">22e2edaf-24f1-4c37-acff-eeb2b8e75ce8</guid><pubDate>Tue, 10 Feb 2026 04:56:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243426/allin_cz_cp_ch.mp3" length="169055637" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) The FTX Story: SBF Relationship and Collapse...</itunes:subtitle><itunes:summary><![CDATA[(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) The FTX Story: SBF Relationship and Collapse (1:09:46) Facing Biden's Anti-Crypto DOJ (1:25:25) Inside Federal Prison (1:40:10) Life After Binance and New Ventures Follow CZ: <a href="https://x.com/cz_binance" target="_blank" rel="noreferrer noopener">https://x.com/cz_binance</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>7044</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/565f93a672aa530b0b4a0585e2c14c0e.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick</title><link>https://www.spreaker.com/episode/epstein-files-is-saas-dead-moltbook-panic-spacex-xai-merger-trump-s-fed-pick--75243437</link><description><![CDATA[(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's major win with Trump Accounts Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html</a> <a href="https://www.miamiherald.com/news/local/article214210674.html" target="_blank" rel="noreferrer noopener">https://www.miamiherald.com/news/local/article214210674.html</a> <a href="https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs" target="_blank" rel="noreferrer noopener"> https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs</a> <a href="https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended" target="_blank" rel="noreferrer noopener"> https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended</a> <a href="https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email" target="_blank" rel="noreferrer noopener"> https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email</a> <a href="https://x.com/stockpickerspb/status/2009363916573290715" target="_blank" rel="noreferrer noopener">https://x.com/stockpickerspb/status/2009363916573290715</a> <a href="https://www.moltbook.com" target="_blank" rel="noreferrer noopener">https://www.moltbook.com</a> <a href="https://x.com/galnagli/status/2017573842051334286" target="_blank" rel="noreferrer noopener">https://x.com/galnagli/status/2017573842051334286</a> <a href="https://x.com/balajis/status/1937517664907460980" target="_blank" rel="noreferrer noopener">https://x.com/balajis/status/1937517664907460980</a> <a href="https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05</a> <a href="https://x.com/truflation/status/2019409671212396815" target="_blank" rel="noreferrer noopener">https://x.com/truflation/status/2019409671212396815</a> <a href="https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record" target="_blank" rel="noreferrer noopener"> https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record</a> <a href="https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05</a> <a href="https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html</a> <a href="https://polymarket.com/event/spacex-ipo-closing-market-cap-above" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/spacex-ipo-closing-market-cap-above</a>]]></description><guid isPermaLink="false">8f1702cb-4b5b-45d4-bc19-df3f75f00a1b</guid><pubDate>Sat, 07 Feb 2026 04:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243437/allin_e260_ch.mp3" length="114286102" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's major win with Trump Accounts Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html</a> <a href="https://www.miamiherald.com/news/local/article214210674.html" target="_blank" rel="noreferrer noopener">https://www.miamiherald.com/news/local/article214210674.html</a> <a href="https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs" target="_blank" rel="noreferrer noopener"> https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs</a> <a href="https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended" target="_blank" rel="noreferrer noopener"> https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended</a> <a href="https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email" target="_blank" rel="noreferrer noopener"> https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email</a> <a href="https://x.com/stockpickerspb/status/2009363916573290715" target="_blank" rel="noreferrer noopener">https://x.com/stockpickerspb/status/2009363916573290715</a> <a href="https://www.moltbook.com" target="_blank" rel="noreferrer noopener">https://www.moltbook.com</a> <a href="https://x.com/galnagli/status/2017573842051334286" target="_blank" rel="noreferrer noopener">https://x.com/galnagli/status/2017573842051334286</a> <a href="https://x.com/balajis/status/1937517664907460980" target="_blank" rel="noreferrer noopener">https://x.com/balajis/status/1937517664907460980</a> <a href="https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4762</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f30534917db908e63cead895208a6ae2.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping</title><link>https://www.spreaker.com/episode/ice-chaos-in-minneapolis-clawdbot-takeover-why-the-dollar-is-dropping--75243376</link><description><![CDATA[(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/StephenM/status/2015133481261474030" target="_blank" rel="noreferrer noopener">https://x.com/StephenM/status/2015133481261474030</a> <a href="https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting</a> <a href="https://www.youtube.com/watch?v=y2Z3ZUbL2e0" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=y2Z3ZUbL2e0</a> <a href="https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney</a> <a href="https://www.dhs.gov/wow" target="_blank" rel="noreferrer noopener">https://www.dhs.gov/wow</a> <a href="https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/" target="_blank" rel="noreferrer noopener"> https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/</a> <a href="https://www.youtube.com/watch?v=tke0kY4l4e4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=tke0kY4l4e4</a> <a href="https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/" target="_blank" rel="noreferrer noopener">https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/</a> <a href="https://x.com/shellenberger/status/2016671351486967995" target="_blank" rel="noreferrer noopener">https://x.com/shellenberger/status/2016671351486967995</a> <a href="https://x.com/BoLoudon/status/1942641987326185693" target="_blank" rel="noreferrer noopener">https://x.com/BoLoudon/status/1942641987326185693</a> <a href="https://x.com/JamesBlairUSA/status/2016154036550930765" target="_blank" rel="noreferrer noopener">https://x.com/JamesBlairUSA/status/2016154036550930765</a> <a href="https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin</a> <a href="https://x.com/Geiger_Capital/status/2016564161484873748" target="_blank" rel="noreferrer noopener">https://x.com/Geiger_Capital/status/2016564161484873748</a> <a href="https://x.com/RapidResponse47/status/2016537492493676905" target="_blank" rel="noreferrer noopener">https://x.com/RapidResponse47/status/2016537492493676905</a> <a href="https://x.com/chamath/status/2015966444027322763" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2015966444027322763</a> <a href="https://polymarket.com/event/california-governor-election-2026" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/california-governor-election-2026</a> <a href="https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29</a>]]></description><guid isPermaLink="false">93c7df0e-7863-4421-9919-9fa428279f5b</guid><pubDate>Fri, 30 Jan 2026 23:25:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243376/allin_e259_ch.mp3" length="129650614" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/StephenM/status/2015133481261474030" target="_blank" rel="noreferrer noopener">https://x.com/StephenM/status/2015133481261474030</a> <a href="https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting</a> <a href="https://www.youtube.com/watch?v=y2Z3ZUbL2e0" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=y2Z3ZUbL2e0</a> <a href="https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney</a> <a href="https://www.dhs.gov/wow" target="_blank" rel="noreferrer noopener">https://www.dhs.gov/wow</a> <a href="https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/" target="_blank" rel="noreferrer noopener"> https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/</a> <a href="https://www.youtube.com/watch?v=tke0kY4l4e4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=tke0kY4l4e4</a> <a href="https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/" target="_blank" rel="noreferrer noopener">https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/</a> <a href="https://x.com/shellenberger/status/2016671351486967995" target="_blank" rel="noreferrer noopener">https://x.com/shellenberger/status/2016671351486967995</a> <a href="https://x.com/BoLoudon/status/1942641987326185693" target="_blank" rel="noreferrer noopener">https://x.com/BoLoudon/status/1942641987326185693</a> <a href="https://x.com/JamesBlairUSA/status/2016154036550930765" target="_blank" rel="noreferrer noopener">https://x.com/JamesBlairUSA/status/2016154036550930765</a> <a href="https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin</a> <a href="https://x.com/Geiger_Capital/status/2016564161484873748"...]]></itunes:summary><itunes:duration>5402</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/74a0c9ed0148f5f40ae66cf2a3228e92.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Future of Everything: What CEOs of Circle, CrowdStrike &amp; More See Coming in 2026</title><link>https://www.spreaker.com/episode/the-future-of-everything-what-ceos-of-circle-crowdstrike-more-see-coming-in-2026--75243447</link><description><![CDATA[(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more (1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them (1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at <a href="https://public.com" target="_blank" rel="noreferrer noopener">https://public.com</a>— investing for those who take it seriously. Follow Jeremy: <a href="https://x.com/jerallaire" target="_blank" rel="noreferrer noopener">https://x.com/jerallaire</a> Follow George: <a href="https://x.com/George_Kurtz" target="_blank" rel="noreferrer noopener">https://x.com/George_Kurtz</a> Follow Adam: <a href="https://x.com/adamgoldstein13" target="_blank" rel="noreferrer noopener">https://x.com/adamgoldstein13</a> Follow Chase: <a href="https://x.com/ChaseLochmiller" target="_blank" rel="noreferrer noopener">https://x.com/ChaseLochmiller</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">026fff2a-f8c9-4fad-bf1d-8bdf5a4d6ea3</guid><pubDate>Sun, 25 Jan 2026 19:52:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243447/davos_public_ch.mp3" length="193940286" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more (1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them (1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at <a href="https://public.com" target="_blank" rel="noreferrer noopener">https://public.com</a>— investing for those who take it seriously. Follow Jeremy: <a href="https://x.com/jerallaire" target="_blank" rel="noreferrer noopener">https://x.com/jerallaire</a> Follow George: <a href="https://x.com/George_Kurtz" target="_blank" rel="noreferrer noopener">https://x.com/George_Kurtz</a> Follow Adam: <a href="https://x.com/adamgoldstein13" target="_blank" rel="noreferrer noopener">https://x.com/adamgoldstein13</a> Follow Chase: <a href="https://x.com/ChaseLochmiller" target="_blank" rel="noreferrer noopener">https://x.com/ChaseLochmiller</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>8081</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4e604bbfcb2340887f17657aabb0ae4d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos</title><link>https://www.spreaker.com/episode/dr-mehmet-oz-on-fixing-american-healthcare-fraud-live-from-davos--75243373</link><description><![CDATA[(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI &amp; self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisis (44:02) California fraud and accountability (56:57) Immigration and addiction Follow Dr. Oz: <a href="https://x.com/DrOz" target="_blank" rel="noreferrer noopener">https://x.com/DrOz</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nature.com/articles/s41746-025-01671-6" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41746-025-01671-6</a>]]></description><guid isPermaLink="false">0f92c86f-8175-42a1-86fd-37472affb1ec</guid><pubDate>Sat, 24 Jan 2026 06:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243373/davos_oz_ch.mp3" length="94616830" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI &amp;amp; self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisis (44:02) California fraud and accountability...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI &amp; self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisis (44:02) California fraud and accountability (56:57) Immigration and addiction Follow Dr. Oz: <a href="https://x.com/DrOz" target="_blank" rel="noreferrer noopener">https://x.com/DrOz</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nature.com/articles/s41746-025-01671-6" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41746-025-01671-6</a>]]></itunes:summary><itunes:duration>3943</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6983c74f2680dbc1208e4d2953aa6a38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!</title><link>https://www.spreaker.com/episode/coinbase-ceo-s-top-3-crypto-trends-for-2026-more-from-davos--75243366</link><description><![CDATA[(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com/" target="_blank" rel="noreferrer noopener">https://www.nyse.com/</a> Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next. Follow Brian: <a href="https://x.com/brian_armstrong" target="_blank" rel="noreferrer noopener">https://x.com/brian_armstrong</a> Follow Andrew: <a href="https://x.com/andrewdfeldman" target="_blank" rel="noreferrer noopener">https://x.com/andrewdfeldman</a> Follow Jake: <a href="https://x.com/jakeloosy" target="_blank" rel="noreferrer noopener">https://x.com/jakeloosy</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">73ca60cb-9e3e-421c-ad0a-cf99b16183a1</guid><pubDate>Fri, 23 Jan 2026 18:37:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243366/davos_nyse_ch.mp3" length="137139495" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This episode is sponsored by the New York Stock...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. <a href="https://www.nyse.com/" target="_blank" rel="noreferrer noopener">https://www.nyse.com/</a> Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next. Follow Brian: <a href="https://x.com/brian_armstrong" target="_blank" rel="noreferrer noopener">https://x.com/brian_armstrong</a> Follow Andrew: <a href="https://x.com/andrewdfeldman" target="_blank" rel="noreferrer noopener">https://x.com/andrewdfeldman</a> Follow Jake: <a href="https://x.com/jakeloosy" target="_blank" rel="noreferrer noopener">https://x.com/jakeloosy</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5715</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/ea188a50a57457c5310ccf20802e4dce.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition</title><link>https://www.spreaker.com/episode/inside-america-s-ai-strategy-infrastructure-regulation-and-global-competition--75243462</link><description><![CDATA[(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The China Threat, globalization strategy (39:12) America's entrepreneurial AI outlook Follow Michael: <a href="https://x.com/MichaelKratsios" target="_blank" rel="noreferrer noopener">https://x.com/MichaelKratsios</a> Follow Maria: <a href="https://x.com/MariaBartiromo" target="_blank" rel="noreferrer noopener">https://x.com/MariaBartiromo</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">a4778d50-0d8a-42fe-828c-6b53e0380f59</guid><pubDate>Fri, 23 Jan 2026 04:38:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243462/usahouse_davos_kratsios_sacks_maria_ch.mp3" length="69003228" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The China Threat, globalization strategy (39:12) America's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The China Threat, globalization strategy (39:12) America's entrepreneurial AI outlook Follow Michael: <a href="https://x.com/MichaelKratsios" target="_blank" rel="noreferrer noopener">https://x.com/MichaelKratsios</a> Follow Maria: <a href="https://x.com/MariaBartiromo" target="_blank" rel="noreferrer noopener">https://x.com/MariaBartiromo</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2876</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0a6d235d9ed1ffb722c503df622f3ad1.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"</title><link>https://www.spreaker.com/episode/under-secretary-of-state-sarah-b-rogers-on-dismantling-the-censorship-industrial-complex--75243344</link><description><![CDATA[(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff" (22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship (34:42) Understanding the "Censorship Industrial Complex" in America Follow Sarah: <a href="https://x.com/UnderSecPD" target="_blank" rel="noreferrer noopener">https://x.com/UnderSecPD</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">3b867bc3-f38b-477c-8a68-113353796a86</guid><pubDate>Thu, 22 Jan 2026 19:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243344/usahouse_davos_sarah_jason_sacks_ch.mp3" length="64891110" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff" (22:59) AI deepfakes, giving...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff" (22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship (34:42) Understanding the "Censorship Industrial Complex" in America Follow Sarah: <a href="https://x.com/UnderSecPD" target="_blank" rel="noreferrer noopener">https://x.com/UnderSecPD</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2704</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6df6958d15a9d81968b5fc9308d4dd3e.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos</title><link>https://www.spreaker.com/episode/microsoft-ceo-satya-nadella-on-ai-s-business-revolution-what-happens-to-saas-openai-and-microsoft-live-from-davos--75243487</link><description><![CDATA[(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What SaaS adoption looks like in the age of AI Follow Satya: <a href="https://x.com/satyanadella" target="_blank" rel="noreferrer noopener">https://x.com/satyanadella</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">35139a08-c9b8-4637-96a7-977daa49d399</guid><pubDate>Wed, 21 Jan 2026 21:16:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243487/usahouse_davos_satya_ch.mp3" length="46063428" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What SaaS adoption looks like in the age of AI Follow Satya: <a href="https://x.com/satyanadella" target="_blank" rel="noreferrer noopener">https://x.com/satyanadella</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1920</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/50eed19cb0d15c1bb21c630489a613b7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs</title><link>https://www.spreaker.com/episode/iran-s-breaking-point-trump-s-greenland-acquisition-and-solving-energy-costs--75243435</link><description><![CDATA[(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon (35:09) Billionaire backlash in California: Wealth Tax exodus (56:13) Greenland acquisition: Why it's crucial Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31</a> <a href="https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026</a> <a href="https://home.treasury.gov/news/press-releases/sb0364" target="_blank" rel="noreferrer noopener">https://home.treasury.gov/news/press-releases/sb0364</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115884759090137876" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115884759090137876</a> <a href="https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0</a> <a href="https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4</a> <a href="https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f</a> <a href="https://x.com/chamath/status/2011486582386106387" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2011486582386106387</a> <a href="https://x.com/friedberg/status/2011703965143220457" target="_blank" rel="noreferrer noopener">https://x.com/friedberg/status/2011703965143220457</a> <a href="https://x.com/chamath/status/2011197387830935777" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2011197387830935777</a> <a href="https://polymarket.com/event/will-trump-acquire-greenland-before-2027" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-trump-acquire-greenland-before-2027</a> <a href="https://x.com/chamath/status/2011197387830935777" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2011197387830935777</a>]]></description><guid isPermaLink="false">e9583368-16b8-4ba1-bd8a-46e044bfd987</guid><pubDate>Sat, 17 Jan 2026 00:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243435/allin_e258_ch.mp3" length="101870485" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:18) OpenAI's compute deal with Cerebras, the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon (35:09) Billionaire backlash in California: Wealth Tax exodus (56:13) Greenland acquisition: Why it's crucial Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31</a> <a href="https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026</a> <a href="https://home.treasury.gov/news/press-releases/sb0364" target="_blank" rel="noreferrer noopener">https://home.treasury.gov/news/press-releases/sb0364</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115884759090137876" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115884759090137876</a> <a href="https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0</a> <a href="https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4</a> <a href="https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f</a> <a href="https://x.com/chamath/status/2011486582386106387" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2011486582386106387</a> <a href="https://x.com/friedberg/status/2011703965143220457" target="_blank" rel="noreferrer noopener">https://x.com/friedberg/status/2011703965143220457</a> <a href="https://x.com/chamath/status/2011197387830935777" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2011197387830935777</a> <a href="https://polymarket.com/event/will-trump-acquire-greenland-before-2027" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-trump-acquire-greenland-before-2027</a> <a...]]></itunes:summary><itunes:duration>4245</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/62ad023360256847e3bfd7d444a4fd0e.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Supercharging a New FDA: Marty Makary on Science, Power &amp; Patients</title><link>https://www.spreaker.com/episode/supercharging-a-new-fda-marty-makary-on-science-power-patients--75243392</link><description><![CDATA[(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines (33:13) Reshaping the failed Food Pyramid (41:29) GLP-1s and America's Obesity Epidemic (49:54) Rethinking vaccines from first principles (59:40) Lowering drug prices, the power of AI for healthcare (1:18:57) What causes autism? Follow Marty Makary: <a href="https://x.com/DrMakaryFDA" target="_blank" rel="noreferrer noopener">https://x.com/DrMakaryFDA</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">5e451ae7-4dfd-4bbb-9d41-dd1818fb7302</guid><pubDate>Thu, 15 Jan 2026 19:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243392/260112_makary_intv_ch.mp3" length="129300780" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines (33:13) Reshaping the failed Food Pyramid (41:29) GLP-1s and America's Obesity Epidemic (49:54) Rethinking vaccines from first principles (59:40) Lowering drug prices, the power of AI for healthcare (1:18:57) What causes autism? Follow Marty Makary: <a href="https://x.com/DrMakaryFDA" target="_blank" rel="noreferrer noopener">https://x.com/DrMakaryFDA</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5388</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/28b99fd8506712c3f29cb4c1bc91e396.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism</title><link>https://www.spreaker.com/episode/adam-carolla-on-california-s-collapse-fires-failed-leadership-and-gyno-fascism--75243448</link><description><![CDATA[(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons" (36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist? (51:23) Who should be California's next governor? (58:04) Big Tech, AI, and the 2028 Election When you need a partner trusted by millions, there's one platform for all business - PayPal Open. Grow today at <a href="https://www.paypal.com/us/business" target="_blank" rel="noreferrer noopener">https://www.paypal.com/us/business</a>. Loans subject to approval and available locations. Follow Adam: <a href="https://x.com/adamcarolla" target="_blank" rel="noreferrer noopener">https://x.com/adamcarolla</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">13e994cd-70e4-4c20-9ab2-60542810b847</guid><pubDate>Tue, 13 Jan 2026 03:04:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243448/251228_carolla_intv_ch.mp3" length="100536969" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DEI, Hollywood's transformation, socialism, "safe...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons" (36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist? (51:23) Who should be California's next governor? (58:04) Big Tech, AI, and the 2028 Election When you need a partner trusted by millions, there's one platform for all business - PayPal Open. Grow today at <a href="https://www.paypal.com/us/business" target="_blank" rel="noreferrer noopener">https://www.paypal.com/us/business</a>. Loans subject to approval and available locations. Follow Adam: <a href="https://x.com/adamcarolla" target="_blank" rel="noreferrer noopener">https://x.com/adamcarolla</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4189</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/50a96b187b088e8fdd2c0cdd279693ae.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>All-In's 2026 Predictions</title><link>https://www.spreaker.com/episode/all-in-s-2026-predictions--75243432</link><description><![CDATA[(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest Business Deal (56:15) Most Contrarian Belief (1:03:05) Best Performing Asset (1:08:02) Worst Performing Asset (1:15:17) Most Anticipated Trend (1:21:18) Most Anticipated Media Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/reidhoffman/status/2009015043258552670" target="_blank" rel="noreferrer noopener">https://x.com/reidhoffman/status/2009015043258552670</a> <a href="https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html</a> <a href="https://x.com/Daily_MailUS/status/2008903817341931618" target="_blank" rel="noreferrer noopener">https://x.com/Daily_MailUS/status/2008903817341931618</a> <a href="https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse" target="_blank" rel="noreferrer noopener"> https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse</a> <a href="https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges" target="_blank" rel="noreferrer noopener"> https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges</a> <a href="https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121</a>  ]]></description><guid isPermaLink="false">324f360a-5848-42c6-954b-7c8b9d9e5230</guid><pubDate>Sat, 10 Jan 2026 04:28:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243432/allin_e257_ch.mp3" length="131290826" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest Business Deal (56:15) Most Contrarian...</itunes:subtitle><itunes:summary><![CDATA[(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest Business Deal (56:15) Most Contrarian Belief (1:03:05) Best Performing Asset (1:08:02) Worst Performing Asset (1:15:17) Most Anticipated Trend (1:21:18) Most Anticipated Media Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/reidhoffman/status/2009015043258552670" target="_blank" rel="noreferrer noopener">https://x.com/reidhoffman/status/2009015043258552670</a> <a href="https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html</a> <a href="https://x.com/Daily_MailUS/status/2008903817341931618" target="_blank" rel="noreferrer noopener">https://x.com/Daily_MailUS/status/2008903817341931618</a> <a href="https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse" target="_blank" rel="noreferrer noopener"> https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse</a> <a href="https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges" target="_blank" rel="noreferrer noopener"> https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges</a> <a href="https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121</a>  ]]></itunes:summary><itunes:duration>5471</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/38c857193aaea7b4545fc63ae1bca57e.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Howard Lutnick: How America Can Hit 6% GDP Growth in 2026</title><link>https://www.spreaker.com/episode/howard-lutnick-how-america-can-hit-6-gdp-growth-in-2026--75243393</link><description><![CDATA[(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda was planned and executed, how it's going (19:50) US-Japan trade deal, China's chaos-to-prowess strategy (36:54) Why the India deal has not yet happened (43:48) Pharma deals, lowering costs for Americans (53:28) Focus on fraud, immigration, gold cards (1:03:48) GDP: Could we see 5 or 6% growth in 2026? (1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal Follow Secretary Lutnick: <a href="https://x.com/howardlutnick" target="_blank" rel="noreferrer noopener">https://x.com/howardlutnick</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">6c1c0ec3-7d5e-4d61-9ae9-150426cd56c7</guid><pubDate>Fri, 09 Jan 2026 00:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243393/250107_lutnick_intv_ch.mp3" length="125749129" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda was planned and executed, how it's going (19:50)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda was planned and executed, how it's going (19:50) US-Japan trade deal, China's chaos-to-prowess strategy (36:54) Why the India deal has not yet happened (43:48) Pharma deals, lowering costs for Americans (53:28) Focus on fraud, immigration, gold cards (1:03:48) GDP: Could we see 5 or 6% growth in 2026? (1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal Follow Secretary Lutnick: <a href="https://x.com/howardlutnick" target="_blank" rel="noreferrer noopener">https://x.com/howardlutnick</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5240</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1f64cbb8689e00b29c7dcfac006d43e7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026</title><link>https://www.spreaker.com/episode/why-ai-will-dwarf-every-tech-revolution-before-it-robots-manufacturing-ar-glasses-from-ces-2026--75243355</link><description><![CDATA[(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking growth (20:46) The job market and why graduates aren't getting hired (27:33) Why education is broken (40:03) Tech time capsule Follow Hemant Taneja: <a href="https://x.com/htaneja" target="_blank" rel="noreferrer noopener">https://x.com/htaneja</a> Follow Bob Sternfels: <a href="https://www.linkedin.com/in/bob-sternfels" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/bob-sternfels</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">18bf9c91-74ee-46bd-b891-86bbb0a376d8</guid><pubDate>Thu, 08 Jan 2026 04:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243355/ces26_ch.mp3" length="73964863" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking growth (20:46) The job market and why graduates...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking growth (20:46) The job market and why graduates aren't getting hired (27:33) Why education is broken (40:03) Tech time capsule Follow Hemant Taneja: <a href="https://x.com/htaneja" target="_blank" rel="noreferrer noopener">https://x.com/htaneja</a> Follow Bob Sternfels: <a href="https://www.linkedin.com/in/bob-sternfels" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/bob-sternfels</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3082</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/944fe97e10174bba7ce3e4033cb87dbd.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal</title><link>https://www.spreaker.com/episode/massive-somali-fraud-in-minnesota-with-nick-shirley-california-asset-seizure-20b-groq-nvidia-deal--75243483</link><description><![CDATA[(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story (16:36) Why this fraud story is resonating, why the national press initially avoided it (30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go? (49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme (1:09:06) CA's wealth tax: normalizing the seizure of private property (1:33:56) Chamath breaks down the $20B Groq-Nvidia deal Follow Nick Shirley: <a href="https://x.com/nickshirleyy" target="_blank" rel="noreferrer noopener">https://x.com/nickshirleyy</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/nickshirleyy/status/2004642794862961123" target="_blank" rel="noreferrer noopener">https://x.com/nickshirleyy/status/2004642794862961123</a> <a href="https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944" target="_blank" rel="noreferrer noopener"> https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944</a> <a href="https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html</a> <a href="https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes" target="_blank" rel="noreferrer noopener"> https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes</a> <a href="https://x.com/EricLDaugh/status/2005410646603473256" target="_blank" rel="noreferrer noopener">https://x.com/EricLDaugh/status/2005410646603473256</a> <a href="https://x.com/kevinkileyca/status/2006053056660541840" target="_blank" rel="noreferrer noopener">https://x.com/kevinkileyca/status/2006053056660541840</a> <a href="https://x.com/chamath/status/2006087862492582084" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2006087862492582084</a> <a href="https://x.com/C_3C_3/status/2005722313795440956" target="_blank" rel="noreferrer noopener">https://x.com/C_3C_3/status/2005722313795440956</a> <a href="https://x.com/OliLondonTV/status/2005988021946999166" target="_blank" rel="noreferrer noopener">https://x.com/OliLondonTV/status/2005988021946999166</a> <a href="https://x.com/tomhennessey69/status/2005556784228909441" target="_blank" rel="noreferrer noopener">https://x.com/tomhennessey69/status/2005556784228909441</a> <a href="https://x.com/WallStreetApes/status/2005849513676923358" target="_blank" rel="noreferrer noopener">https://x.com/WallStreetApes/status/2005849513676923358</a> <a href="https://x.com/MarioNawfal/status/2005179409465299219" target="_blank" rel="noreferrer noopener">https://x.com/MarioNawfal/status/2005179409465299219</a> <a href="https://dcyf.mn.gov/programs-directory/child-care-assistance-program" target="_blank" rel="noreferrer noopener"> https://dcyf.mn.gov/programs-directory/child-care-assistance-program</a> <a href="https://x.com/susancrabtree/status/2006079778873565541" target="_blank" rel="noreferrer noopener">https://x.com/susancrabtree/status/2006079778873565541</a> <a href="https://x.com/chamath/status/2005386348169953607" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2005386348169953607</a> <a href="https://x.com/aaronburnett/status/2003874734661161064" target="_blank" rel="noreferrer noopener">https://x.com/aaronburnett/status/2003874734661161064</a> <a href="https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken" target="_blank" rel="noreferrer noopener"> https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken</a> <a href="https://x.com/realdailywire/status/2006122428196442388" target="_blank" rel="noreferrer noopener">https://x.com/realdailywire/status/2006122428196442388</a> <a href="https://x.com/rightanglenews/status/2006375449404866720" target="_blank" rel="noreferrer noopener">https://x.com/rightanglenews/status/2006375449404866720</a> <a href="https://www.auditor.ca.gov/reports/2025-601/" target="_blank" rel="noreferrer noopener">https://www.auditor.ca.gov/reports/2025-601/</a>]]></description><guid isPermaLink="false">d4ff4c4a-f126-4962-a59f-7782e01962c4</guid><pubDate>Wed, 31 Dec 2025 21:56:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243483/allin_e256_ch.mp3" length="148850138" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story (16:36) Why...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story (16:36) Why this fraud story is resonating, why the national press initially avoided it (30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go? (49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme (1:09:06) CA's wealth tax: normalizing the seizure of private property (1:33:56) Chamath breaks down the $20B Groq-Nvidia deal Follow Nick Shirley: <a href="https://x.com/nickshirleyy" target="_blank" rel="noreferrer noopener">https://x.com/nickshirleyy</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/nickshirleyy/status/2004642794862961123" target="_blank" rel="noreferrer noopener">https://x.com/nickshirleyy/status/2004642794862961123</a> <a href="https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944" target="_blank" rel="noreferrer noopener"> https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944</a> <a href="https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html</a> <a href="https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes" target="_blank" rel="noreferrer noopener"> https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes</a> <a href="https://x.com/EricLDaugh/status/2005410646603473256" target="_blank" rel="noreferrer noopener">https://x.com/EricLDaugh/status/2005410646603473256</a> <a href="https://x.com/kevinkileyca/status/2006053056660541840" target="_blank" rel="noreferrer noopener">https://x.com/kevinkileyca/status/2006053056660541840</a> <a href="https://x.com/chamath/status/2006087862492582084" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/2006087862492582084</a> <a href="https://x.com/C_3C_3/status/2005722313795440956" target="_blank" rel="noreferrer noopener">https://x.com/C_3C_3/status/2005722313795440956</a> <a href="https://x.com/OliLondonTV/status/2005988021946999166" target="_blank" rel="noreferrer noopener">https://x.com/OliLondonTV/status/2005988021946999166</a> <a href="https://x.com/tomhennessey69/status/2005556784228909441" target="_blank" rel="noreferrer noopener">https://x.com/tomhennessey69/status/2005556784228909441</a> <a...]]></itunes:summary><itunes:duration>6202</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6a5e2b398c2b591b65a834cf6988126b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>All-In x Kill Tony: A Hilarious Holiday Special</title><link>https://www.spreaker.com/episode/all-in-x-kill-tony-a-hilarious-holiday-special--75243419</link><description><![CDATA[(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more Thanks to our partners for making this happen! IREN: <a href="https://iren.com" target="_blank" rel="noreferrer noopener">https://iren.com</a> OKX: <a href="https://okx.com" target="_blank" rel="noreferrer noopener">https://okx.com</a> Google Cloud: <a href="https://cloud.google.com" target="_blank" rel="noreferrer noopener">https://cloud.google.com</a> Follow Tony: <a href="https://www.youtube.com/@killtony" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@killtony</a> <a href="https://x.com/TonyHinchcliffe" target="_blank" rel="noreferrer noopener">https://x.com/TonyHinchcliffe</a> Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">6b98fc47-f92f-4f8d-ae4b-72d64820eb6a</guid><pubDate>Wed, 24 Dec 2025 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243419/25_holiday_final_final_ch.mp3" length="112765122" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/b62fd42b-1225-462a-a205-f78306c0fe2b/b62fd42b-1225-462a-a205-f78306c0fe2b.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b62fd42b-1225-462a-a205-f78306c0fe2b/b62fd42b-1225-462a-a205-f78306c0fe2b.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b62fd42b-1225-462a-a205-f78306c0fe2b/b62fd42b-1225-462a-a205-f78306c0fe2b.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more Thanks...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more Thanks to our partners for making this happen! IREN: <a href="https://iren.com" target="_blank" rel="noreferrer noopener">https://iren.com</a> OKX: <a href="https://okx.com" target="_blank" rel="noreferrer noopener">https://okx.com</a> Google Cloud: <a href="https://cloud.google.com" target="_blank" rel="noreferrer noopener">https://cloud.google.com</a> Follow Tony: <a href="https://www.youtube.com/@killtony" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@killtony</a> <a href="https://x.com/TonyHinchcliffe" target="_blank" rel="noreferrer noopener">https://x.com/TonyHinchcliffe</a> Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4699</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0d6eedd4162e6dd4057d84a285dee0ac.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026</title><link>https://www.spreaker.com/episode/scott-bessent-fixing-the-fed-tariffs-for-national-security-solving-affordability-in-2026--75243445</link><description><![CDATA[(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation, BLS data, interest rates (23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates (42:44) Focus on Main Street, taking equity stakes in American companies (50:40) Tax cuts, Trump accounts, economic legacy Follow Secretary Bessent: <a href="https://x.com/SecScottBessent" target="_blank" rel="noreferrer noopener">https://x.com/SecScottBessent</a> Referenced in the show: <a href="https://www.international-economy.com/TIE_Sp25_Bessent.pdf" target="_blank" rel="noreferrer noopener">https://www.international-economy.com/TIE_Sp25_Bessent.pdf</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">59601b5f-c3e1-4a57-b8b8-b19b7b3bc114</guid><pubDate>Mon, 22 Dec 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243445/bessent_final_v2_ch.mp3" length="82021462" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation, BLS data, interest rates (23:00) The Fed: biggest...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation, BLS data, interest rates (23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates (42:44) Focus on Main Street, taking equity stakes in American companies (50:40) Tax cuts, Trump accounts, economic legacy Follow Secretary Bessent: <a href="https://x.com/SecScottBessent" target="_blank" rel="noreferrer noopener">https://x.com/SecScottBessent</a> Referenced in the show: <a href="https://www.international-economy.com/TIE_Sp25_Bessent.pdf" target="_blank" rel="noreferrer noopener">https://www.international-economy.com/TIE_Sp25_Bessent.pdf</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3418</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/e4aeeec7d4e967a1d43ecb57035e933d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?</title><link>https://www.spreaker.com/episode/bernie-sanders-stop-all-ai-china-s-euv-breakthrough-inflation-down-golden-age-in-2026--75243365</link><description><![CDATA[(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthrough: lithography, impact on the AI race? (1:19:43) Are the rest of the Besties moving to Texas? Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/SenSanders/status/2001057004370948131" target="_blank" rel="noreferrer noopener">https://x.com/SenSanders/status/2001057004370948131</a> <a href="https://x.com/RoKhanna/status/2001733168819319167" target="_blank" rel="noreferrer noopener">https://x.com/RoKhanna/status/2001733168819319167</a> <a href="https://x.com/DavidSacks/status/2001726037848478000" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2001726037848478000</a> <a href="https://x.com/DavidSacks/status/2001320789279203694" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2001320789279203694</a> <a href="https://andymasley.substack.com/p/i-cant-find-any-instances-of-data" target="_blank" rel="noreferrer noopener"> https://andymasley.substack.com/p/i-cant-find-any-instances-of-data</a> <a href="https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms</a> <a href="https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/" target="_blank" rel="noreferrer noopener"> https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/</a> <a href="https://x.com/DavidSacks/status/1987238502124409321" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1987238502124409321</a> <a href="https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market</a> <a href="https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html</a> <a href="https://fred.stlouisfed.org/series/CES9091000001" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CES9091000001</a> <a href="https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/</a> <a href="https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/</a> <a href="https://www.nature.com/articles/s41377-025-01923-w" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41377-025-01923-w</a>]]></description><guid isPermaLink="false">a1980cdd-7c0a-42f4-931d-f6bd2f9fdfc9</guid><pubDate>Fri, 19 Dec 2025 23:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243365/allin_e255_ch.mp3" length="130243064" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthrough: lithography, impact on the AI race? (1:19:43) Are the rest of the Besties moving to Texas? Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/SenSanders/status/2001057004370948131" target="_blank" rel="noreferrer noopener">https://x.com/SenSanders/status/2001057004370948131</a> <a href="https://x.com/RoKhanna/status/2001733168819319167" target="_blank" rel="noreferrer noopener">https://x.com/RoKhanna/status/2001733168819319167</a> <a href="https://x.com/DavidSacks/status/2001726037848478000" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2001726037848478000</a> <a href="https://x.com/DavidSacks/status/2001320789279203694" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/2001320789279203694</a> <a href="https://andymasley.substack.com/p/i-cant-find-any-instances-of-data" target="_blank" rel="noreferrer noopener"> https://andymasley.substack.com/p/i-cant-find-any-instances-of-data</a> <a href="https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms</a> <a href="https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/" target="_blank" rel="noreferrer noopener"> https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/</a> <a href="https://x.com/DavidSacks/status/1987238502124409321" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1987238502124409321</a> <a href="https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market</a> <a href="https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html</a> <a href="https://fred.stlouisfed.org/series/CES9091000001" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CES9091000001</a> <a href="https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5427</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/743b80b00fd97850afd42cee895f9b47.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes</title><link>https://www.spreaker.com/episode/tucker-carlson-rise-of-nick-fuentes-paramount-vs-netflix-anti-ai-sentiment-hottest-takes--75243370</link><description><![CDATA[(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI sentiment (1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel Follow Tucker: <a href="https://x.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://x.com/TuckerCarlson</a> Check out Battalion Metals: <a href="https://battalionmetals.com" target="_blank" rel="noreferrer noopener">https://battalionmetals.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/1999139689173749835" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1999139689173749835</a> <a href="https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html" target="_blank" rel="noreferrer noopener"> https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html</a> <a href="https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602</a> <a href="https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes" target="_blank" rel="noreferrer noopener"> https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes</a> <a href="https://x.com/DavidSacks/status/1997843165102100528" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1997843165102100528</a> <a href="https://fred.stlouisfed.org/series/LNS14024887" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/LNS14024887</a> <a href="https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0</a>]]></description><guid isPermaLink="false">2c4d8ee8-dcdb-4ad0-a15f-4b30aa231b79</guid><pubDate>Sat, 13 Dec 2025 02:31:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243370/allin_e254_ch.mp3" length="141861322" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI sentiment (1:21:52) Tucker in 20: Venezuela,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI sentiment (1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel Follow Tucker: <a href="https://x.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://x.com/TuckerCarlson</a> Check out Battalion Metals: <a href="https://battalionmetals.com" target="_blank" rel="noreferrer noopener">https://battalionmetals.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/1999139689173749835" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1999139689173749835</a> <a href="https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html" target="_blank" rel="noreferrer noopener"> https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html</a> <a href="https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602</a> <a href="https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes" target="_blank" rel="noreferrer noopener"> https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes</a> <a href="https://x.com/DavidSacks/status/1997843165102100528" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1997843165102100528</a> <a href="https://fred.stlouisfed.org/series/LNS14024887" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/LNS14024887</a> <a href="https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0</a>]]></itunes:summary><itunes:duration>5911</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/56c341085f34f8a53c81bad1caae8110.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?</title><link>https://www.spreaker.com/episode/openai-s-code-red-sacks-vs-new-york-times-new-poverty-line--75243512</link><description><![CDATA[(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: Sacks's AI waiver: <a href="https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf</a> Sacks's Crypto waiver: <a href="https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf</a> <a href="https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f</a> <a href="https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html</a> <a href="https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html</a> <a href="https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html</a> <a href="https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie" target="_blank" rel="noreferrer noopener">https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie</a>]]></description><guid isPermaLink="false">bf37f7e8-6044-40dd-aa2d-54cbea4d0b6f</guid><pubDate>Sat, 06 Dec 2025 01:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243512/allin_e253.mp3" length="111264782" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: https://x.com/chamath...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: Sacks's AI waiver: <a href="https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf</a> Sacks's Crypto waiver: <a href="https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf</a> <a href="https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f</a> <a href="https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html</a> <a href="https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html</a> <a href="https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html</a> <a href="https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie" target="_blank" rel="noreferrer noopener">https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie</a>]]></itunes:summary><itunes:duration>4457</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f33ca9b8b44f5c674ba016dec73d7100.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game</title><link>https://www.spreaker.com/episode/molly-s-game-uncensored-the-truth-behind-the-world-s-most-infamous-poker-game--75243407</link><description><![CDATA[(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10) Best celebrity poker players, high-stakes poker archetypes, and more (34:31) Sales coaching advice Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey. <a href="https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&amp;SC=:ex:sn:::::AllIn&amp;pcode=" target="_blank" rel="noreferrer noopener"> https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&amp;SC=:ex:sn:::::AllIn&amp;pcode=</a> Follow Molly: <a href="https://x.com/ImMollyBloom" target="_blank" rel="noreferrer noopener">https://x.com/ImMollyBloom</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">49ac961f-7924-4695-97b2-b7ea6ee7e882</guid><pubDate>Wed, 26 Nov 2025 19:58:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243407/allin_vegas25_molly_ch.mp3" length="55326009" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10) Best celebrity poker players, high-stakes poker archetypes, and more (34:31) Sales coaching advice Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey. <a href="https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&amp;SC=:ex:sn:::::AllIn&amp;pcode=" target="_blank" rel="noreferrer noopener"> https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&amp;SC=:ex:sn:::::AllIn&amp;pcode=</a> Follow Molly: <a href="https://x.com/ImMollyBloom" target="_blank" rel="noreferrer noopener">https://x.com/ImMollyBloom</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2306</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9f43b00ed0beb6e84f0d8a4279a8eda0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom</title><link>https://www.spreaker.com/episode/epstein-files-fallout-nvidia-risks-burry-s-bad-bet-google-s-breakthrough-tether-s-boom--75243374</link><description><![CDATA[(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: <a href="https://x.com/VenetianVegas" target="_blank" rel="noreferrer noopener">https://x.com/VenetianVegas</a> Join us at the All-In Holiday Spectacular!: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/RepClayHiggins/status/1990868089056219267" target="_blank" rel="noreferrer noopener">https://x.com/RepClayHiggins/status/1990868089056219267</a> <a href="https://x.com/michaeljburry/status/1991289193037746579" target="_blank" rel="noreferrer noopener">https://x.com/michaeljburry/status/1991289193037746579</a> <a href="https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025</a> <a href="https://x.com/Similarweb/status/1988879389992386897" target="_blank" rel="noreferrer noopener">https://x.com/Similarweb/status/1988879389992386897</a> <a href="https://x.com/PokerGO/status/1987406318832132256" target="_blank" rel="noreferrer noopener">https://x.com/PokerGO/status/1987406318832132256</a>]]></description><guid isPermaLink="false">32f7ebae-eb07-4a3e-bb62-2a516cb9cf67</guid><pubDate>Sat, 22 Nov 2025 00:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243374/allin_e252_ch.mp3" length="89091945" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: <a href="https://x.com/VenetianVegas" target="_blank" rel="noreferrer noopener">https://x.com/VenetianVegas</a> Join us at the All-In Holiday Spectacular!: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/RepClayHiggins/status/1990868089056219267" target="_blank" rel="noreferrer noopener">https://x.com/RepClayHiggins/status/1990868089056219267</a> <a href="https://x.com/michaeljburry/status/1991289193037746579" target="_blank" rel="noreferrer noopener">https://x.com/michaeljburry/status/1991289193037746579</a> <a href="https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025</a> <a href="https://x.com/Similarweb/status/1988879389992386897" target="_blank" rel="noreferrer noopener">https://x.com/Similarweb/status/1988879389992386897</a> <a href="https://x.com/PokerGO/status/1987406318832132256" target="_blank" rel="noreferrer noopener">https://x.com/PokerGO/status/1987406318832132256</a>]]></itunes:summary><itunes:duration>3713</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/13e112ba2ea03161d1796f61fc00a503.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth</title><link>https://www.spreaker.com/episode/home-affordability-crisis-palantir-s-advantage-big-short-on-ai-h-1b-abuse-solar-storm-hits-earth--75243434</link><description><![CDATA[(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation"   Join us at 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 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://x.com/michaeljburry/status/1988778952299802818  https://x.com/_Investinq/status/1988847716613365845  https://x.com/michaeljburry/status/1987918650104283372  https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html  https://x.com/jatanackov/status/1988256651103592564  https://x.com/omapproach/status/1988410644907856075  https://x.com/latestinspace/status/1988606899932299700 https://www.swpc.noaa.gov/  ]]></description><guid isPermaLink="false">31aa58cb-1eba-49dd-b4d5-9994083b2d7e</guid><pubDate>Fri, 14 Nov 2025 21:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243434/allin_e251_ch.mp3" length="79305633" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation"   Join us at 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 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://x.com/michaeljburry/status/1988778952299802818  https://x.com/_Investinq/status/1988847716613365845  https://x.com/michaeljburry/status/1987918650104283372  https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html  https://x.com/jatanackov/status/1988256651103592564  https://x.com/omapproach/status/1988410644907856075  https://x.com/latestinspace/status/1988606899932299700 https://www.swpc.noaa.gov/  ]]></itunes:summary><itunes:duration>3305</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/91e604e08773158b1d5bf05a1835b691.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option</title><link>https://www.spreaker.com/episode/does-openai-need-a-bailout-mamdani-wins-socialism-rising-filibuster-nuclear-option--75243478</link><description><![CDATA[(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! allin.com/events for tickets (39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class? (1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster? Join us at the All-In Holiday Spectacular!: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html</a> <a href="https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html</a> <a href="https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri</a> <a href="https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7</a> <a href="https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/" target="_blank" rel="noreferrer noopener"> https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/</a> <a href="https://x.com/DavidSacks/status/1986476840207122440" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1986476840207122440</a> <a href="https://x.com/sama/status/1986514377470845007" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/1986514377470845007</a> <a href="https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43</a> <a href="https://x.com/nvidianewsroom/status/1986221177099194484" target="_blank" rel="noreferrer noopener">https://x.com/nvidianewsroom/status/1986221177099194484</a> <a href="https://www.aipanic.news/p/the-ai-existential-risk-industrial" target="_blank" rel="noreferrer noopener">https://www.aipanic.news/p/the-ai-existential-risk-industrial</a> <a href="https://fred.stlouisfed.org/series/LES1252881600Q" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/LES1252881600Q</a> <a href="https://x.com/MorningBrew/status/1986464568470888935" target="_blank" rel="noreferrer noopener">https://x.com/MorningBrew/status/1986464568470888935</a> <a href="https://x.com/chamath/status/1986076707196162068" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1986076707196162068</a> <a href="https://polymarket.com/event/new-york-city-mayoral-election" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/new-york-city-mayoral-election</a> <a href="https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results</a> <a href="https://x.com/JDVance/status/1986099131845136594" target="_blank" rel="noreferrer noopener">https://x.com/JDVance/status/1986099131845136594</a> <a href="https://x.com/houmanhemmati/status/1980499276229931034" target="_blank" rel="noreferrer noopener">https://x.com/houmanhemmati/status/1980499276229931034</a>]]></description><guid isPermaLink="false">03394d04-d19a-49dd-8285-6a3e95908ba3</guid><pubDate>Fri, 07 Nov 2025 20:36:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243478/allin_e250_pod_ch.mp3" length="125963990" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! allin.com/events for tickets (39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class? (1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster? Join us at the All-In Holiday Spectacular!: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html</a> <a href="https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html</a> <a href="https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri</a> <a href="https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7</a> <a href="https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/" target="_blank" rel="noreferrer noopener"> https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/</a> <a href="https://x.com/DavidSacks/status/1986476840207122440" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1986476840207122440</a> <a href="https://x.com/sama/status/1986514377470845007" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/1986514377470845007</a> <a href="https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5249</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/272926793137bc8d52e14a72c550a4fa.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix</title><link>https://www.spreaker.com/episode/ari-emanuel-on-the-future-of-entertainment-hollywood-ai-creator-economy-youtube-vs-netflix--75243429</link><description><![CDATA[(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global (24:21) Ari's relationship with his brothers and Elon Musk Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Ari: <a href="https://x.com/AriEmanuel" target="_blank" rel="noreferrer noopener">https://x.com/AriEmanuel</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">d53a68f3-1550-4941-b3e9-a0f30f020aff</guid><pubDate>Wed, 05 Nov 2025 21:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243429/ais25_ariemanuel_ch.mp3" length="39465251" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global (24:21) Ari's relationship with his brothers and Elon Musk Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Ari: <a href="https://x.com/AriEmanuel" target="_blank" rel="noreferrer noopener">https://x.com/AriEmanuel</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>1645</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/22180fe64da8301f0226dbe83cc0bf42.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower</title><link>https://www.spreaker.com/episode/inside-saudi-arabia-s-ai-ambition-tareq-amin-on-building-a-new-tech-superpower--75243427</link><description><![CDATA[(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Tareq: <a href="https://x.com/TareqAmin_" target="_blank" rel="noreferrer noopener">https://x.com/TareqAmin_</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">1320a694-ae80-468d-943f-957796cb600a</guid><pubDate>Tue, 04 Nov 2025 22:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243427/ais25_tareqamin_ch.mp3" length="42144392" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Tareq: <a href="https://x.com/TareqAmin_" target="_blank" rel="noreferrer noopener">https://x.com/TareqAmin_</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1756</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/109875433e80f9615c56a64520ce5f41.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom</title><link>https://www.spreaker.com/episode/triple-h-on-wwe-s-evolution-the-rise-of-the-antihero-and-the-psychology-of-stardom--75243416</link><description><![CDATA[(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of the WWE and how they support wrestlers (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE (21:28) Helping America's youth via physical fitness (23:35) How the internet forced wrestlers to blend their in ring personas with real-life Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Triple H: <a href="https://x.com/TripleH" target="_blank" rel="noreferrer noopener">https://x.com/TripleH</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">97f2f884-b208-4c79-9c70-c3010c91ad53</guid><pubDate>Mon, 03 Nov 2025 19:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243416/ais25_tripleh_ch.mp3" length="37542657" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of the WWE and how they support wrestlers (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE (21:28) Helping America's youth via physical fitness (23:35) How the internet forced wrestlers to blend their in ring personas with real-life Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Triple H: <a href="https://x.com/TripleH" target="_blank" rel="noreferrer noopener">https://x.com/TripleH</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank"...]]></itunes:summary><itunes:duration>1565</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/09ffd02cd6976f2d9af37909d43df9b6.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia</title><link>https://www.spreaker.com/episode/elon-musk-openai-betrayal-his-future-at-tesla-and-the-next-big-thing-grokipedia--75243444</link><description><![CDATA[(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias (24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet (42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass? (47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony (56:24) AI power efficiency, Robotaxis, future of self-driving (1:09:34) Bill Gates flips on climate change, solar, energy production Follow Elon: <a href="https://x.com/elonmusk" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">b960cc79-6612-46df-9179-52a84f76f0c4</guid><pubDate>Fri, 31 Oct 2025 20:11:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243444/allin_e249_ch.mp3" length="134787349" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias (24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet (42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass? (47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony (56:24) AI power efficiency, Robotaxis, future of self-driving (1:09:34) Bill Gates flips on climate change, solar, energy production Follow Elon: <a href="https://x.com/elonmusk" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5616</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/10d6c622a1f3c9f68674a81fbe78e060.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028</title><link>https://www.spreaker.com/episode/pete-buttigieg-the-left-s-identity-crisis-wealth-tax-2024-mistakes-plans-for-2028--75243506</link><description><![CDATA[(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending (33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties (40:07) Immigration: Trump shutting the border, Biden's failure (47:38) Working in the Biden Admin: good and bad, gatekeepers, cognitive decline, anointing Kamala Harris vs running a short primary (52:17) Thoughts on moving NASA under the Dept of Transportation (54:07) AI: self-driving, automation, and job loss (1:01:19) Running in 2028, Mamdani in NYC Follow Pete: <a href="https://x.com/PeteButtigieg" target="_blank" rel="noreferrer noopener">https://x.com/PeteButtigieg</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">0e2b0be4-2b4c-416c-aa7a-8e7600d950ae</guid><pubDate>Thu, 30 Oct 2025 17:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243506/allin_intv_petebuttigieg_ch.mp3" length="92607457" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) Government efficiency: Democratic DOGE, breaking...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending (33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties (40:07) Immigration: Trump shutting the border, Biden's failure (47:38) Working in the Biden Admin: good and bad, gatekeepers, cognitive decline, anointing Kamala Harris vs running a short primary (52:17) Thoughts on moving NASA under the Dept of Transportation (54:07) AI: self-driving, automation, and job loss (1:01:19) Running in 2028, Mamdani in NYC Follow Pete: <a href="https://x.com/PeteButtigieg" target="_blank" rel="noreferrer noopener">https://x.com/PeteButtigieg</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3859</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5a606d603202cec22940922ee5ed0587.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism &amp; Freeing Venezuela</title><link>https://www.spreaker.com/episode/nobel-peace-prize-winner-maria-corina-machado-on-defeating-maduro-socialism-freeing-venezuela--75243436</link><description><![CDATA[(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet" (39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela (54:23) The rise of socialism in the US Follow María: <a href="https://x.com/MariaCorinaYA" target="_blank" rel="noreferrer noopener">https://x.com/MariaCorinaYA</a> Learn more about the 2025 Nobel Peace Prize: <a href="https://www.nobelpeaceprize.org/articles/nobels-fredspris-2025-1" target="_blank" rel="noreferrer noopener">https://www.nobelpeaceprize.org/articles/nobels-fredspris-2025-1</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">3321c099-d9af-444a-9694-559d7e1decf6</guid><pubDate>Tue, 28 Oct 2025 15:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243436/allin_intv_maria_ch.mp3" length="83970378" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet" (39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela (54:23) The rise of socialism in the US Follow María: <a href="https://x.com/MariaCorinaYA" target="_blank" rel="noreferrer noopener">https://x.com/MariaCorinaYA</a> Learn more about the 2025 Nobel Peace Prize: <a href="https://www.nobelpeaceprize.org/articles/nobels-fredspris-2025-1" target="_blank" rel="noreferrer noopener">https://www.nobelpeaceprize.org/articles/nobels-fredspris-2025-1</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3499</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1dddee322c4f1c08e8900939cb999c7c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nobel Prize in Physics Winner: John Martinis on the State of Quantum</title><link>https://www.spreaker.com/episode/nobel-prize-in-physics-winner-john-martinis-on-the-state-of-quantum--75243494</link><description><![CDATA[(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Explainer on quantum mechanics (22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize (30:37) Understanding qubits, the state of quantum computing, and the impact of AI (40:56) US vs China in quantum, reactions to winning the Nobel Prize Learn more about the 2025 Nobel Prize in Physics: <a href="https://www.nobelprize.org/prizes/physics/2025/summary" target="_blank" rel="noreferrer noopener">https://www.nobelprize.org/prizes/physics/2025/summary</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">0a8e14c9-e07a-45b0-b746-44735688b132</guid><pubDate>Mon, 27 Oct 2025 17:16:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243494/251010_martinis_intv_ch.mp3" length="71964627" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Explainer on quantum mechanics (22:57) Quantum tunneling and the 1985 paper that led to this Nobel...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Explainer on quantum mechanics (22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize (30:37) Understanding qubits, the state of quantum computing, and the impact of AI (40:56) US vs China in quantum, reactions to winning the Nobel Prize Learn more about the 2025 Nobel Prize in Physics: <a href="https://www.nobelprize.org/prizes/physics/2025/summary" target="_blank" rel="noreferrer noopener">https://www.nobelprize.org/prizes/physics/2025/summary</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2999</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/15f2890829de902602138caf28a59c88.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage</title><link>https://www.spreaker.com/episode/nba-gambling-scandal-tesla-trillion-dollar-vote-billionaire-tax-amazon-robots-aws-outage--75243399</link><description><![CDATA[(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election</a> <a href="https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand" target="_blank" rel="noreferrer noopener"> https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand</a> <a href="https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats</a> <a href="https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html</a> <a href="https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf" target="_blank" rel="noreferrer noopener"> https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf</a> <a href="https://x.com/MovieTimeDev/status/1968107643643498744" target="_blank" rel="noreferrer noopener">https://x.com/MovieTimeDev/status/1968107643643498744</a> <a href="https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg</a> <a href="https://x.com/SawyerMerritt/status/1981119824991322553" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1981119824991322553</a> <a href="https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html</a> <a href="https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/</a> <a href="https://ogletree.com/insights-resources/blog-posts/10-faqs-about-californias-new-algorithmic-discrimination-rules/" target="_blank" rel="noreferrer noopener"> https://ogletree.com/insights-resources/blog-posts/10-faqs-about-californias-new-algorithmic-discrimination-rules/</a> <a href="https://www.crowell.com/en/insights/client-alerts/artificial-intelligence-in-employment-update-illinois-requires-notice-and-prohibits-discriminatory-impact-in-use-of-ai" target="_blank" rel="noreferrer noopener"> https://www.crowell.com/en/insights/client-alerts/artificial-intelligence-in-employment-update-illinois-requires-notice-and-prohibits-discriminatory-impact-in-use-of-ai</a> <a href="https://www.nytimes.com/live/2025/10/23/nyregion/nba-illegal-gambling-arrests" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2025/10/23/nyregion/nba-illegal-gambling-arrests</a> <a href="https://x.com/AndrewDBailey/status/1981409771505713650" target="_blank" rel="noreferrer noopener">https://x.com/AndrewDBailey/status/1981409771505713650</a> <a href="https://seekingalpha.com/article/4832142-tesla-inc-tsla-q3-2025-earnings-call-transcript" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/article/4832142-tesla-inc-tsla-q3-2025-earnings-call-transcript</a> <a href="https://x.com/shayne_coplan/status/1981016949309239616" target="_blank" rel="noreferrer noopener">https://x.com/shayne_coplan/status/1981016949309239616</a> <a href="https://www.bloomberg.com/news/articles/2025-10-23/polymarket-is-seeking-funding-at-a-valuation-of-up-to-15-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-10-23/polymarket-is-seeking-funding-at-a-valuation-of-up-to-15-billion</a> <a href="https://www.google.com/finance/quote/DKNG:NASDAQ?window=1M" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DKNG:NASDAQ?window=1M</a> <a href="https://www.google.com/finance/quote/FLUT:NYSE?window=1M" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/FLUT:NYSE?window=1M</a>]]></description><guid isPermaLink="false">33ed8471-fb4e-4c95-99bd-db2cb160551a</guid><pubDate>Fri, 24 Oct 2025 22:38:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243399/allin_e248_ch.mp3" length="121721635" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election</a> <a href="https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand" target="_blank" rel="noreferrer noopener"> https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand</a> <a href="https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats</a> <a href="https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html</a> <a href="https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf" target="_blank" rel="noreferrer noopener"> https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf</a> <a href="https://x.com/MovieTimeDev/status/1968107643643498744" target="_blank" rel="noreferrer noopener">https://x.com/MovieTimeDev/status/1968107643643498744</a> <a href="https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg</a> <a href="https://x.com/SawyerMerritt/status/1981119824991322553" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1981119824991322553</a> <a href="https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html</a> <a href="https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5072</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/701d4ec462d9a2a804f276fff7100ff0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Joe Manchin on the Fight for America's Future: Term Limits, Bipartisanship &amp; the 2028 Election</title><link>https://www.spreaker.com/episode/joe-manchin-on-the-fight-for-america-s-future-term-limits-bipartisanship-the-2028-election--75243414</link><description><![CDATA[(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats (19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president (28:12) Why socialism is on the rise in America, entitlement culture (37:06) Importance of term limits in Congress, Joe's favorite current senators, cascading issues from the loss of bipartisanship (52:25) Breaking the Dem/Rep duopoly by opening up primaries, thoughts on midterms in 2026 (57:18) Expectation vs reality for Obama, Trump and Biden presidencies; thoughts on the 2028 election Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">71393270-8d64-4da9-bbab-5c945edaecfc</guid><pubDate>Thu, 23 Oct 2025 14:37:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243414/allin_intv_joemanchin_ch.mp3" length="101012414" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats (19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats (19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president (28:12) Why socialism is on the rise in America, entitlement culture (37:06) Importance of term limits in Congress, Joe's favorite current senators, cascading issues from the loss of bipartisanship (52:25) Breaking the Dem/Rep duopoly by opening up primaries, thoughts on midterms in 2026 (57:18) Expectation vs reality for Obama, Trump and Biden presidencies; thoughts on the 2028 election Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4209</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/72d50359a65e6e39edf8f929075a3c44.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>California Forever: The Startup Building America's Next Great City</title><link>https://www.spreaker.com/episode/california-forever-the-startup-building-america-s-next-great-city--75243421</link><description><![CDATA[(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Jan: <a href="https://x.com/jansramek" target="_blank" rel="noreferrer noopener">https://x.com/jansramek</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">21c26e74-bee4-44e1-a25a-c86bee8cf6c2</guid><pubDate>Tue, 21 Oct 2025 19:43:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243421/ais25_jansramek_ch.mp3" length="15592414" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Jan: <a href="https://x.com/jansramek" target="_blank" rel="noreferrer noopener">https://x.com/jansramek</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>650</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6bd0481c5f161377fcba4236fbc054d1.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis</title><link>https://www.spreaker.com/episode/trump-send-national-guard-to-sf-china-rare-earths-trade-war-ai-s-pr-crisis--75243439</link><description><![CDATA[(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history (52:59) AI PR crisis: Recent datacenters get denied Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html</a> <a href="https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3</a> <a href="https://x.com/the_jefferymead/status/1978130345200427334" target="_blank" rel="noreferrer noopener">https://x.com/the_jefferymead/status/1978130345200427334</a> <a href="https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php" target="_blank" rel="noreferrer noopener"> https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php</a> <a href="https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research" target="_blank" rel="noreferrer noopener"> https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research</a> <a href="https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961</a> <a href="https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e</a> <a href="https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115351840469973590" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115351840469973590</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115350455734003647" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115350455734003647</a> <a href="https://mpmaterials.com/mountain-pass" target="_blank" rel="noreferrer noopener">https://mpmaterials.com/mountain-pass</a> <a href="https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/</a> <a href="https://chinapower.csis.org/tracker/china-gdp" target="_blank" rel="noreferrer noopener">https://chinapower.csis.org/tracker/china-gdp</a> <a href="https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15</a> <a href="https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan" target="_blank" rel="noreferrer noopener"> https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan</a> <a href="https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124</a> <a href="https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf" target="_blank" rel="noreferrer noopener"> https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf</a> <a href="https://nationalinterest.org/feature/can-china-rise-peacefully-10204" target="_blank" rel="noreferrer noopener"> https://nationalinterest.org/feature/can-china-rise-peacefully-10204</a> <a href="https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth" target="_blank" rel="noreferrer noopener"> https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth</a> <a href="https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/" target="_blank" rel="noreferrer noopener"> https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/</a> <a href="https://www.amazon.com/End-History-Last-Man/dp/0743284550" target="_blank" rel="noreferrer noopener">https://www.amazon.com/End-History-Last-Man/dp/0743284550</a> <a href="https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978</a> <a href="https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884</a> <a href="https://x.com/balajis/status/1937517664907460980" target="_blank" rel="noreferrer noopener">https://x.com/balajis/status/1937517664907460980</a> <a href="https://x.com/chamath/status/1978584886329082098" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1978584886329082098</a> <a href="https://www.datacenterwatch.org/report" target="_blank" rel="noreferrer noopener">https://www.datacenterwatch.org/report</a> <a href="https://x.com/chamath/status/1977794775148601541" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1977794775148601541</a>]]></description><guid isPermaLink="false">51453120-1f56-479e-95b2-9fa8f388fc97</guid><pubDate>Fri, 17 Oct 2025 23:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243439/allin_e247_v2_ch.mp3" length="109780534" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history (52:59) AI PR crisis: Recent datacenters get denied Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html</a> <a href="https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3</a> <a href="https://x.com/the_jefferymead/status/1978130345200427334" target="_blank" rel="noreferrer noopener">https://x.com/the_jefferymead/status/1978130345200427334</a> <a href="https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php" target="_blank" rel="noreferrer noopener"> https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php</a> <a href="https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research" target="_blank" rel="noreferrer noopener"> https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research</a> <a href="https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961</a> <a href="https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e</a> <a href="https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115351840469973590" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115351840469973590</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115350455734003647" target="_blank"...]]></itunes:summary><itunes:duration>4575</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/2b4ccd1cbf19c72f3349ad34330c3f3d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles &amp; Lessons Learned</title><link>https://www.spreaker.com/episode/1929-vs-2025-andrew-ross-sorkin-on-crashes-bubbles-lessons-learned--75243438</link><description><![CDATA[(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025? (26:21) Role of journalist vs market participant; characters of the 2025 market (30:10) AI's potential 1929-like impact on unemployment (35:16) Why socialism is flaring up now more than it did post-1929 (40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act (46:51) Film rights strategy Buy Sorkin's new book: <a href="https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966</a> Follow Andrew Ross Sorkin: <a href="https://x.com/andrewrsorkin" target="_blank" rel="noreferrer noopener">https://x.com/andrewrsorkin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966</a> <a href="https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up" target="_blank" rel="noreferrer noopener"> https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up</a>]]></description><guid isPermaLink="false">68cfa5cf-d8f5-4046-bbb2-9e556811dbae</guid><pubDate>Thu, 16 Oct 2025 09:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243438/251015_allin_sorkin_ch.mp3" length="73169604" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025? (26:21) Role of journalist vs market participant; characters of the 2025 market (30:10) AI's potential 1929-like impact on unemployment (35:16) Why socialism is flaring up now more than it did post-1929 (40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act (46:51) Film rights strategy Buy Sorkin's new book: <a href="https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966</a> Follow Andrew Ross Sorkin: <a href="https://x.com/andrewrsorkin" target="_blank" rel="noreferrer noopener">https://x.com/andrewrsorkin</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966</a> <a href="https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up" target="_blank" rel="noreferrer noopener"> https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up</a>]]></itunes:summary><itunes:duration>3049</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c5e8e2affef2c3862466bffb95df8176.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Orlando Bravo Built One of the Most Successful Firms in Private Equity</title><link>https://www.spreaker.com/episode/how-orlando-bravo-built-one-of-the-most-successful-firms-in-private-equity--75243387</link><description><![CDATA[(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionics business (19:24) Thoma Bravo's operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Orlando Bravo: <a href="https://x.com/orlandobravotb" target="_blank" rel="noreferrer noopener">https://x.com/orlandobravotb</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">a1064539-0b96-498a-9d6b-d5ce5ac6f08c</guid><pubDate>Wed, 15 Oct 2025 09:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243387/ais25_orlandobravo_ch.mp3" length="41683618" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionics business (19:24) Thoma Bravo's operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Orlando Bravo: <a href="https://x.com/orlandobravotb" target="_blank" rel="noreferrer noopener">https://x.com/orlandobravotb</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1737</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/892b7e962a8d66cc76a2c94ec29c8d16.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today</title><link>https://www.spreaker.com/episode/bryan-johnson-the-1-longevity-secret-you-can-start-doing-today--75243469</link><description><![CDATA[(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Bryan Johnson: <a href="https://x.com/bryan_johnson" target="_blank" rel="noreferrer noopener">https://x.com/bryan_johnson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">9e4922c6-a642-4bfb-a7c8-868dbdb1b13b</guid><pubDate>Tue, 14 Oct 2025 17:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243469/ais25_bryanjohnson_ch.mp3" length="15327305" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making this happen! Solana - Solana is the high performance...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Bryan Johnson: <a href="https://x.com/bryan_johnson" target="_blank" rel="noreferrer noopener">https://x.com/bryan_johnson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>639</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a8e2d7611762357b639196362004fdac.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package</title><link>https://www.spreaker.com/episode/cathie-wood-on-how-ai-can-double-gdp-bull-case-for-bitcoin-1m-elon-s-trillion-dollar-pay-package--75243411</link><description><![CDATA[(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strategies for bull and bear markets (16:01) Thoughts on Elon's trillion-dollar pay package Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Cathie Wood: <a href="https://x.com/cathiedwood" target="_blank" rel="noreferrer noopener">https://x.com/cathiedwood</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">ad469527-ca6d-499d-a86f-0a7a4858c620</guid><pubDate>Tue, 14 Oct 2025 02:22:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243411/ais25_cathiewood_ch.mp3" length="27711953" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strategies for bull and bear markets (16:01) Thoughts on Elon's trillion-dollar pay package Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Cathie Wood: <a href="https://x.com/cathiedwood" target="_blank" rel="noreferrer noopener">https://x.com/cathiedwood</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1155</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5d9cbf7300f842fa75aff5ca53d5b069.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally</title><link>https://www.spreaker.com/episode/trump-brokers-gaza-peace-deal-national-guard-in-chicago-openai-amd-ai-roundtripping-gold-rally--75243472</link><description><![CDATA[(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/115340993884364431" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115340993884364431</a> <a href="https://x.com/RapidResponse47/status/1972726021196562494" target="_blank" rel="noreferrer noopener">https://x.com/RapidResponse47/status/1972726021196562494</a> <a href="https://x.com/JasonJournoDC/status/1976080696209760487" target="_blank" rel="noreferrer noopener">https://x.com/JasonJournoDC/status/1976080696209760487</a> <a href="https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22</a> <a href="https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize</a> <a href="https://x.com/BillAckman/status/1976307397099471229" target="_blank" rel="noreferrer noopener">https://x.com/BillAckman/status/1976307397099471229</a> <a href="https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013</a> <a href="https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228</a> <a href="https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html" target="_blank" rel="noreferrer noopener"> https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html</a> <a href="https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens</a> <a href="https://x.com/libsoftiktok/status/1965294885373947928" target="_blank" rel="noreferrer noopener">https://x.com/libsoftiktok/status/1965294885373947928</a> <a href="https://x.com/CollinRugg/status/1972716966831120601" target="_blank" rel="noreferrer noopener">https://x.com/CollinRugg/status/1972716966831120601</a> <a href="https://x.com/unlimited_ls/status/1975302286969631204" target="_blank" rel="noreferrer noopener">https://x.com/unlimited_ls/status/1975302286969631204</a> <a href="https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101</a> <a href="https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/</a> <a href="https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts" target="_blank" rel="noreferrer noopener"> https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts</a> <a href="https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461" target="_blank" rel="noreferrer noopener"> https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461</a> <a href="https://x.com/wallstreetapes/status/1976030014614421936" target="_blank" rel="noreferrer noopener">https://x.com/wallstreetapes/status/1976030014614421936</a> <a href="https://x.com/ericldaugh/status/1976020869752508907" target="_blank" rel="noreferrer noopener">https://x.com/ericldaugh/status/1976020869752508907</a> <a href="https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42" target="_blank" rel="noreferrer noopener">https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42</a> <a href="https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html</a> <a href="https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html</a> <a href="https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545</a>]]></description><guid isPermaLink="false">9cc34e65-f1d0-4fb5-baa0-53f250f2305a</guid><pubDate>Fri, 10 Oct 2025 19:21:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243472/allin_e246_ch.mp3" length="126493672" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets Follow Brad: <a href="https://x.com/altcap" target="_blank" rel="noreferrer noopener">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/115340993884364431" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115340993884364431</a> <a href="https://x.com/RapidResponse47/status/1972726021196562494" target="_blank" rel="noreferrer noopener">https://x.com/RapidResponse47/status/1972726021196562494</a> <a href="https://x.com/JasonJournoDC/status/1976080696209760487" target="_blank" rel="noreferrer noopener">https://x.com/JasonJournoDC/status/1976080696209760487</a> <a href="https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22</a> <a href="https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize</a> <a href="https://x.com/BillAckman/status/1976307397099471229" target="_blank" rel="noreferrer noopener">https://x.com/BillAckman/status/1976307397099471229</a> <a href="https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013</a> <a href="https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228</a> <a href="https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html" target="_blank" rel="noreferrer noopener"> https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html</a> <a...]]></itunes:summary><itunes:duration>5271</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/ab80bd43121db15fd97f532d9fe48679.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sequoia's Roelof Botha: Why Venture Capital is Broken &amp; How Great Companies Are Built</title><link>https://www.spreaker.com/episode/sequoia-s-roelof-botha-why-venture-capital-is-broken-how-great-companies-are-built--75243463</link><description><![CDATA[(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz (26:06) Investing in biotech, importance of expertise in VC Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Roelof: <a href="https://x.com/roelofbotha" target="_blank" rel="noreferrer noopener">https://x.com/roelofbotha</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">4a470584-7b26-47b8-be51-1c4c92de8558</guid><pubDate>Thu, 09 Oct 2025 17:09:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243463/ais25_roelofbotha_ch.mp3" length="40243576" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz (26:06) Investing in biotech, importance of expertise in VC Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - The world's largest prediction market. <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Roelof: <a href="https://x.com/roelofbotha" target="_blank" rel="noreferrer noopener">https://x.com/roelofbotha</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1677</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/21f8eb2c91129689e0ad965072737e76.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>YouTube CEO Neal Mohan on AI, Censorship &amp; the Future of Creators</title><link>https://www.spreaker.com/episode/youtube-ceo-neal-mohan-on-ai-censorship-the-future-of-creators--75243415</link><description><![CDATA[(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Neal: <a href="https://x.com/nealmohan" target="_blank" rel="noreferrer noopener">https://x.com/nealmohan</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">248e48ef-a023-4592-a10f-010c299abab1</guid><pubDate>Wed, 08 Oct 2025 16:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243415/ais25_nealmohan_ch.mp3" length="40626283" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Neal: <a href="https://x.com/nealmohan" target="_blank" rel="noreferrer noopener">https://x.com/nealmohan</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1693</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/fd5dc75b9b97d6f32884a5b3c68504ff.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact</title><link>https://www.spreaker.com/episode/joe-tsai-on-us-china-rivalry-ai-s-future-owning-the-nets-liberty-caitlin-clark-s-major-impact--75243457</link><description><![CDATA[(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing corporate culture at Alibaba's scale, Nets predictions (23:17) AI adoption, job anxiety, and AGI views in China Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Joe Tsai: <a href="https://x.com/joetsai1999" target="_blank" rel="noreferrer noopener">https://x.com/joetsai1999</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">e412364c-f4d9-4254-9341-a8516f80370f</guid><pubDate>Wed, 08 Oct 2025 09:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243457/ais25_joetsai_ch.mp3" length="39029960" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing corporate culture at Alibaba's scale, Nets predictions (23:17) AI adoption, job anxiety, and AGI views in China Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Joe Tsai: <a href="https://x.com/joetsai1999" target="_blank" rel="noreferrer noopener">https://x.com/joetsai1999</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1627</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/fe291d1c7220851df5f3dee84f7ccdf1.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy</title><link>https://www.spreaker.com/episode/biggest-lbo-ever-spac-2-0-open-source-ai-models-state-ai-regulation-frenzy--75243402</link><description><![CDATA[(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900</a> <a href="https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost" target="_blank" rel="noreferrer noopener"> https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost</a> <a href="https://x.com/Jason/status/1973461806585966655" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1973461806585966655</a> <a href="https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai</a> <a href="https://x.com/scaling01/status/1972650237266465214" target="_blank" rel="noreferrer noopener">https://x.com/scaling01/status/1972650237266465214</a> <a href="https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act" target="_blank" rel="noreferrer noopener"> https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act</a> <a href="https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis" target="_blank" rel="noreferrer noopener"> https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis</a>]]></description><guid isPermaLink="false">7b338a3f-41a3-41b7-8054-15292293bc74</guid><pubDate>Fri, 03 Oct 2025 16:39:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243402/allin_e245_ch.mp3" length="128892699" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900</a> <a href="https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost" target="_blank" rel="noreferrer noopener"> https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost</a> <a href="https://x.com/Jason/status/1973461806585966655" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1973461806585966655</a> <a href="https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai</a> <a href="https://x.com/scaling01/status/1972650237266465214" target="_blank" rel="noreferrer noopener">https://x.com/scaling01/status/1972650237266465214</a> <a href="https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act" target="_blank" rel="noreferrer noopener"> https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act</a> <a href="https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis" target="_blank" rel="noreferrer noopener"> https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis</a>]]></itunes:summary><itunes:duration>5371</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0c4cf6f8121b941e01eb9559b12d5f79.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ro Khanna on Crime, Censorship &amp; Congress: Fixing What's Broken in America</title><link>https://www.spreaker.com/episode/ro-khanna-on-crime-censorship-congress-fixing-what-s-broken-in-america--75243398</link><description><![CDATA[(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI (24:25) Government shutdown, what actually happens? (30:25) Extreme rhetoric: Importance of dialing this down (36:29) Censorship and lawfare on both sides (40:32) Crime issues in major cities, why Democrats are losing on safety, common sense solutions (47:46) Mamdani's surge: is Zohran the future of the party? (51:15) Congressional stock trading ban Follow Ro Khanna: <a href="https://x.com/rokhanna" target="_blank" rel="noreferrer noopener">https://x.com/rokhanna</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">5eaa7d1d-616b-48e9-83a7-fb9d6248b243</guid><pubDate>Thu, 02 Oct 2025 09:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243398/allin_intv_rokhanna_ch.mp3" length="78113849" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech industry: Can Democrats win back tech?; Economic...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI (24:25) Government shutdown, what actually happens? (30:25) Extreme rhetoric: Importance of dialing this down (36:29) Censorship and lawfare on both sides (40:32) Crime issues in major cities, why Democrats are losing on safety, common sense solutions (47:46) Mamdani's surge: is Zohran the future of the party? (51:15) Congressional stock trading ban Follow Ro Khanna: <a href="https://x.com/rokhanna" target="_blank" rel="noreferrer noopener">https://x.com/rokhanna</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3255</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b00ffb30c8dd867e033516e719007cd0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Multicoin Capital's Kyle Samani on Internet Capital Markets</title><link>https://www.spreaker.com/episode/multicoin-capital-s-kyle-samani-on-internet-capital-markets--75243456</link><description><![CDATA[(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital markets Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Kyle: <a href="https://x.com/KyleSamani" target="_blank" rel="noreferrer noopener">https://x.com/KyleSamani</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">3b351d1e-d6a5-4129-92cf-fbc395bf7842</guid><pubDate>Wed, 01 Oct 2025 19:39:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243456/ais25_kylesamani_ch.mp3" length="19473012" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital markets Thanks to our partners for making this happen!...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital markets Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Kyle: <a href="https://x.com/KyleSamani" target="_blank" rel="noreferrer noopener">https://x.com/KyleSamani</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>812</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0f022e0798655ee1cc68ed5aa3db8bb0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures &amp; the Fix</title><link>https://www.spreaker.com/episode/rick-caruso-on-california-s-collapse-broken-leadership-la-wildfire-failures-the-fix--75243459</link><description><![CDATA[(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California's incompetence, running for CA Governor vs LA Mayor (14:21) Attention to detail (17:04) State of California: What it should be, homelessness, National Guard, policing Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Rick Caruso: <a href="https://x.com/RickCarusoLA" target="_blank" rel="noreferrer noopener">https://x.com/RickCarusoLA</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">668e96d7-6fdb-4722-895e-dcca01c9a8d7</guid><pubDate>Tue, 30 Sep 2025 19:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243459/ais25_rickcaruso_ch2.mp3" length="33023168" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California's incompetence, running for CA Governor vs LA Mayor (14:21) Attention to detail...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California's incompetence, running for CA Governor vs LA Mayor (14:21) Attention to detail (17:04) State of California: What it should be, homelessness, National Guard, policing Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Rick Caruso: <a href="https://x.com/RickCarusoLA" target="_blank" rel="noreferrer noopener">https://x.com/RickCarusoLA</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1376</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9fdc4755f42c0a962725d7a457d7c273.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War</title><link>https://www.spreaker.com/episode/arm-ceo-rene-haas-on-ai-nvidia-lessons-intel-s-decline-and-the-us-china-chip-war--75243492</link><description><![CDATA[(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion" (15:35) Manufacturing in America: how to create a culture of excellence? (18:34) US export controls, building in the UK (23:42) US-China AI arms race Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com" target="_blank" rel="noreferrer noopener">https://www.polymarket.com</a> Follow Rene: <a href="https://x.com/renehaas237" target="_blank" rel="noreferrer noopener">https://x.com/renehaas237</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">3344a88c-4200-49de-8809-6d8567f6a632</guid><pubDate>Tue, 30 Sep 2025 17:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243492/ais25_renehaas_ch.mp3" length="36119254" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) China's AI ecosystem, the US-Intel deal, rare...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion" (15:35) Manufacturing in America: how to create a culture of excellence? (18:34) US export controls, building in the UK (23:42) US-China AI arms race Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com" target="_blank" rel="noreferrer noopener">https://www.polymarket.com</a> Follow Rene: <a href="https://x.com/renehaas237" target="_blank" rel="noreferrer noopener">https://x.com/renehaas237</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1505</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/fdeb81851b04927926a7cf51b76235a4.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton</title><link>https://www.spreaker.com/episode/science-corner-special-david-friedberg-cleo-abram-alex-filippenko-and-keller-rinaudo-cliffton--75243408</link><description><![CDATA[(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope (23:14) Q&amp;A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the "war on science" (37:37) Zipline CEO Keller Rinaudo Cliffton on the future of drone delivery (53:29) Q&amp;A with Keller Rinaudo Cliffton, Cleo, and Friedberg: Instant delivery explosion, competitors, impact on healthcare Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Cleo: <a href="https://x.com/cleoabram" target="_blank" rel="noreferrer noopener">https://x.com/cleoabram</a> <a href="https://www.youtube.com/c/CleoAbram" target="_blank" rel="noreferrer noopener">https://www.youtube.com/c/CleoAbram</a> Follow Keller: <a href="https://x.com/keller" target="_blank" rel="noreferrer noopener">https://x.com/keller</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">83d3fd99-8111-416e-90e2-96745b3d7c43</guid><pubDate>Tue, 30 Sep 2025 02:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243408/ais25_sciencecornerspecial_ch.mp3" length="97683259" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope (23:14) Q&amp;amp;A with Alex Filippenko, Cleo, and...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope (23:14) Q&amp;A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the "war on science" (37:37) Zipline CEO Keller Rinaudo Cliffton on the future of drone delivery (53:29) Q&amp;A with Keller Rinaudo Cliffton, Cleo, and Friedberg: Instant delivery explosion, competitors, impact on healthcare Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket - <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Cleo: <a href="https://x.com/cleoabram" target="_blank" rel="noreferrer noopener">https://x.com/cleoabram</a> <a href="https://www.youtube.com/c/CleoAbram" target="_blank" rel="noreferrer noopener">https://www.youtube.com/c/CleoAbram</a> Follow Keller: <a href="https://x.com/keller" target="_blank" rel="noreferrer noopener">https://x.com/keller</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4070</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1430a2983aef8a037e8da4941e54a76d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction &amp; Mental Health, Pricing</title><link>https://www.spreaker.com/episode/inside-the-glp-1-gold-rush-eli-lilly-ceo-on-new-breakthroughs-addiction-mental-health-pricing--75243509</link><description><![CDATA[(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GLP-1 pricing and capital allocation after a breakout pharma product (12:56) Why Biotech VC has plummeted, "patent hacking" in China (15:32) Dave's health regimen: good sleep, movement, healthy diet, social relationships, reading (18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases (21:16) Thoughts on RFK Jr, Big Pharma's influence on the media, how AI empowers patients (25:27) Impact of proposed NIH cuts, explaining the "PBM boogeyman", next major pharma breakthrough Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">c84a5c08-669f-4575-80ce-5eea27d080fe</guid><pubDate>Mon, 29 Sep 2025 02:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243509/ais25_davericks_ch.mp3" length="44146673" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GLP-1 pricing and capital allocation after a breakout pharma product (12:56) Why Biotech VC has...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GLP-1 pricing and capital allocation after a breakout pharma product (12:56) Why Biotech VC has plummeted, "patent hacking" in China (15:32) Dave's health regimen: good sleep, movement, healthy diet, social relationships, reading (18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases (21:16) Thoughts on RFK Jr, Big Pharma's influence on the media, how AI empowers patients (25:27) Impact of proposed NIH cuts, explaining the "PBM boogeyman", next major pharma breakthrough Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1840</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9dc6bb64eb8ae905935f01366f6681f2.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law</title><link>https://www.spreaker.com/episode/h-1b-shakeup-kimmel-apology-autism-causes-california-hate-speech-law--75243489</link><description><![CDATA[(0:00) Bestie intros! (2:23) H-1B overhaul: origins and exploitation (25:26) Autism linked to Tylenol usage during pregnancy (43:42) Jimmy Kimmel returns to ABC: comments and reactions (59:21) Two major AI papers (1:09:00) YouTube update (1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/will-courts-block-trumps-100k-h1b-by-september-30" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-courts-block-trumps-100k-h1b-by-september-30</a> <a href="https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html</a> <a href="https://x.com/RobertMSterling/status/1873174358535110953" target="_blank" rel="noreferrer noopener">https://x.com/RobertMSterling/status/1873174358535110953</a> <a href="https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html" target="_blank" rel="noreferrer noopener"> https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html</a> <a href="https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers</a> <a href="https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/" target="_blank" rel="noreferrer noopener"> https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/</a> <a href="https://x.com/ThaaatColin/status/1958690862185230539" target="_blank" rel="noreferrer noopener">https://x.com/ThaaatColin/status/1958690862185230539</a> <a href="https://x.com/ThaaatColin/status/1958690862185230539" target="_blank" rel="noreferrer noopener">https://x.com/ThaaatColin/status/1958690862185230539</a> <a href="https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582</a> <a href="https://x.com/sahilkapur/status/1970211641124847711" target="_blank" rel="noreferrer noopener">https://x.com/sahilkapur/status/1970211641124847711</a> <a href="https://x.com/shawn_farash/status/1971289990283002022" target="_blank" rel="noreferrer noopener">https://x.com/shawn_farash/status/1971289990283002022</a> <a href="https://x.com/Scott_Wiener/status/1970307297999007773" target="_blank" rel="noreferrer noopener">https://x.com/Scott_Wiener/status/1970307297999007773</a> <a href="https://x.com/thackerpd/status/1971246303243010172" target="_blank" rel="noreferrer noopener">https://x.com/thackerpd/status/1971246303243010172</a> <a href="https://support.google.com/youtube/answer/7354993?hl=en" target="_blank" rel="noreferrer noopener">https://support.google.com/youtube/answer/7354993?hl=en</a> <a href="https://judiciary.house.gov/media/press-releases/google-admits-censorship-under-biden-promises-end-bans-youtube-accounts" target="_blank" rel="noreferrer noopener"> https://judiciary.house.gov/media/press-releases/google-admits-censorship-under-biden-promises-end-bans-youtube-accounts</a> <a href="https://arxiv.org/pdf/2509.13351" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2509.13351</a> <a href="https://www.nature.com/articles/s43588-025-00854-1#Abs1" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s43588-025-00854-1#Abs1</a>]]></description><guid isPermaLink="false">df809279-6227-469e-9666-0b8524a11f11</guid><pubDate>Sat, 27 Sep 2025 00:44:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243489/allin_e244_ch.mp3" length="120657500" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (2:23) H-1B overhaul: origins and exploitation (25:26) Autism linked to Tylenol usage during pregnancy (43:42) Jimmy Kimmel returns to ABC: comments and reactions (59:21) Two major AI papers (1:09:00) YouTube update (1:12:53)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (2:23) H-1B overhaul: origins and exploitation (25:26) Autism linked to Tylenol usage during pregnancy (43:42) Jimmy Kimmel returns to ABC: comments and reactions (59:21) Two major AI papers (1:09:00) YouTube update (1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/will-courts-block-trumps-100k-h1b-by-september-30" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-courts-block-trumps-100k-h1b-by-september-30</a> <a href="https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html</a> <a href="https://x.com/RobertMSterling/status/1873174358535110953" target="_blank" rel="noreferrer noopener">https://x.com/RobertMSterling/status/1873174358535110953</a> <a href="https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html" target="_blank" rel="noreferrer noopener"> https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html</a> <a href="https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers</a> <a href="https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/" target="_blank" rel="noreferrer noopener"> https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/</a> <a href="https://x.com/ThaaatColin/status/1958690862185230539" target="_blank" rel="noreferrer noopener">https://x.com/ThaaatColin/status/1958690862185230539</a> <a href="https://x.com/ThaaatColin/status/1958690862185230539" target="_blank" rel="noreferrer noopener">https://x.com/ThaaatColin/status/1958690862185230539</a> <a href="https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582</a> <a href="https://x.com/sahilkapur/status/1970211641124847711" target="_blank" rel="noreferrer noopener">https://x.com/sahilkapur/status/1970211641124847711</a> <a href="https://x.com/shawn_farash/status/1971289990283002022" target="_blank" rel="noreferrer noopener">https://x.com/shawn_farash/status/1971289990283002022</a> <a href="https://x.com/Scott_Wiener/status/1970307297999007773" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5028</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/e7e898ce22de3bc0b7dc540ba472caf2.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Eric Schmidt on AI, the Battle with China, and the Future of America</title><link>https://www.spreaker.com/episode/eric-schmidt-on-ai-the-battle-with-china-and-the-future-of-america--75243465</link><description><![CDATA[(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rockets, drones, defense, and more (17:32) Future role of America, and the decline of the West (21:51) AGI: boom or bust? Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Eric: <a href="https://x.com/ericschmidt" target="_blank" rel="noreferrer noopener">https://x.com/ericschmidt</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">6cead97d-535f-4883-a6da-e0e396522c3a</guid><pubDate>Wed, 24 Sep 2025 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243465/ais25_ericschmidt_ch_2.mp3" length="41706523" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rockets, drones, defense, and more (17:32) Future role of America, and the decline of the West (21:51)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rockets, drones, defense, and more (17:32) Future role of America, and the decline of the West (21:51) AGI: boom or bust? Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Eric: <a href="https://x.com/ericschmidt" target="_blank" rel="noreferrer noopener">https://x.com/ericschmidt</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1738</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6bd5cb26b48d869f0b26946add394630.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire</title><link>https://www.spreaker.com/episode/charlie-kirk-murder-assassination-culture-in-america-jimmy-kimmel-suspended-ellison-media-empire--75243518</link><description><![CDATA[(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America (15:27) Assassination culture in America, online radicalization (30:37) Jimmy Kimmel suspended indefinitely by ABC (49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok (1:01:09) Besties discover their recent YouTube videos have been flagged as "Restricted" (1:06:23) All-In Summit recap Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/charliekirk11/status/1909391943802703899" target="_blank" rel="noreferrer noopener">https://x.com/charliekirk11/status/1909391943802703899</a> <a href="https://www.bbc.com/news/articles/c99g1e0z2ero" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/articles/c99g1e0z2ero</a> <a href="https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief" target="_blank" rel="noreferrer noopener"> https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief</a> <a href="https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379" target="_blank" rel="noreferrer noopener"> https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379</a> <a href="https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists</a> <a href="https://x.com/jk_rowling/status/1966256971134234678" target="_blank" rel="noreferrer noopener">https://x.com/jk_rowling/status/1966256971134234678</a> <a href="https://x.com/megynkelly/status/1968477822982480298" target="_blank" rel="noreferrer noopener">https://x.com/megynkelly/status/1968477822982480298</a> <a href="https://x.com/LizMacDonaldFOX/status/1968837993797665085" target="_blank" rel="noreferrer noopener">https://x.com/LizMacDonaldFOX/status/1968837993797665085</a> <a href="https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight" target="_blank" rel="noreferrer noopener"> https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight</a> <a href="https://x.com/bennyjohnson/status/1968359685045838041" target="_blank" rel="noreferrer noopener">https://x.com/bennyjohnson/status/1968359685045838041</a> <a href="https://x.com/TheChiefNerd/status/1968492589201396052" target="_blank" rel="noreferrer noopener">https://x.com/TheChiefNerd/status/1968492589201396052</a> <a href="https://www.nbcnews.com/pop-culture/tv/jon-stewart-rips-paramount-cbs-diatribe-cancellation-colbert-late-show-rcna220144" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/pop-culture/tv/jon-stewart-rips-paramount-cbs-diatribe-cancellation-colbert-late-show-rcna220144</a> <a href="https://latenighter.com/features/analyst-network-late-night-talk-shows-became-unprofitable-in-2023" target="_blank" rel="noreferrer noopener"> https://latenighter.com/features/analyst-network-late-night-talk-shows-became-unprofitable-in-2023</a> <a href="https://x.com/stoolpresidente/status/1968474692886340002" target="_blank" rel="noreferrer noopener">https://x.com/stoolpresidente/status/1968474692886340002</a> <a href="https://variety.com/2025/tv/news/paramount-warner-bros-discovery-acquisition-consolidation-analysis-1236515947" target="_blank" rel="noreferrer noopener"> https://variety.com/2025/tv/news/paramount-warner-bros-discovery-acquisition-consolidation-analysis-1236515947</a> <a href="https://www.wsj.com/tech/details-emerge-on-u-s-china-tiktok-deal-594e009f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/details-emerge-on-u-s-china-tiktok-deal-594e009f</a> <a href="https://polymarket.com/event/who-will-acquire-tiktok-559?tid=1758241123068" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/who-will-acquire-tiktok-559?tid=1758241123068</a> <a href="https://arxiv.org/pdf/2209.07663" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2209.07663</a>]]></description><guid isPermaLink="false">639f480e-04d2-4f4b-b47d-4ef2f9af1dcf</guid><pubDate>Fri, 19 Sep 2025 21:12:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243518/allin_e243_v2.mp3" length="123130554" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America (15:27) Assassination culture in America, online radicalization (30:37) Jimmy Kimmel suspended indefinitely by ABC (49:11) The Ellison Media Empire: Paramount, Warner...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America (15:27) Assassination culture in America, online radicalization (30:37) Jimmy Kimmel suspended indefinitely by ABC (49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok (1:01:09) Besties discover their recent YouTube videos have been flagged as "Restricted" (1:06:23) All-In Summit recap Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/charliekirk11/status/1909391943802703899" target="_blank" rel="noreferrer noopener">https://x.com/charliekirk11/status/1909391943802703899</a> <a href="https://www.bbc.com/news/articles/c99g1e0z2ero" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/articles/c99g1e0z2ero</a> <a href="https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief" target="_blank" rel="noreferrer noopener"> https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief</a> <a href="https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379" target="_blank" rel="noreferrer noopener"> https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379</a> <a href="https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists</a> <a href="https://x.com/jk_rowling/status/1966256971134234678" target="_blank" rel="noreferrer noopener">https://x.com/jk_rowling/status/1966256971134234678</a> <a href="https://x.com/megynkelly/status/1968477822982480298" target="_blank" rel="noreferrer noopener">https://x.com/megynkelly/status/1968477822982480298</a> <a href="https://x.com/LizMacDonaldFOX/status/1968837993797665085" target="_blank" rel="noreferrer noopener">https://x.com/LizMacDonaldFOX/status/1968837993797665085</a> <a href="https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight" target="_blank" rel="noreferrer noopener"> https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight</a> <a href="https://x.com/bennyjohnson/status/1968359685045838041" target="_blank" rel="noreferrer noopener">https://x.com/bennyjohnson/status/1968359685045838041</a> <a href="https://x.com/TheChiefNerd/status/1968492589201396052" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4942</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/767124461b5367eaca1debf7e222d73b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money</title><link>https://www.spreaker.com/episode/solana-s-anatoly-yakovenko-on-crypto-s-next-era-quantum-ai-and-the-future-of-money--75243460</link><description><![CDATA[(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market (10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act (15:57) Quantum computing, AI's impact on crypto (18:48) Bitcoin: resiliency, market cornering, risks, future (22:45) Ethereum, Visa/Mastercard Thanks to our partners for making this happen! OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Anatoly: <a href="https://x.com/aeyakovenko" target="_blank" rel="noreferrer noopener">https://x.com/aeyakovenko</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">cb2b6864-93ed-4ed1-82d7-dae76f7c11ad</guid><pubDate>Thu, 18 Sep 2025 15:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243460/ais25_anatoly_ch.mp3" length="36170256" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market (10:02)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market (10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act (15:57) Quantum computing, AI's impact on crypto (18:48) Bitcoin: resiliency, market cornering, risks, future (22:45) Ethereum, Visa/Mastercard Thanks to our partners for making this happen! OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Anatoly: <a href="https://x.com/aeyakovenko" target="_blank" rel="noreferrer noopener">https://x.com/aeyakovenko</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>1507</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/599a6c11a5db62eb4330edf732ef7064.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement</title><link>https://www.spreaker.com/episode/uber-ceo-dara-khosrowshahi-on-self-driving-s-future-changing-business-model-job-displacement--75243363</link><description><![CDATA[(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber's business model over time (13:30) Other forms of transportation Uber could provide (16:09) $20B stock buyback plan vs. investing in R&amp;D and acquisitions, future of food (21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network (22:31) How Uber thinks about driver job displacement from self-driving Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Dara: <a href="https://x.com/dkhos" target="_blank" rel="noreferrer noopener">https://x.com/dkhos</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> ]]></description><guid isPermaLink="false">aeadef57-a7ac-4d69-86b3-2dd7c0aa57da</guid><pubDate>Wed, 17 Sep 2025 21:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243363/ais25_dara_ch.mp3" length="36893316" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber's business model over time (13:30) Other forms of...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber's business model over time (13:30) Other forms of transportation Uber could provide (16:09) $20B stock buyback plan vs. investing in R&amp;D and acquisitions, future of food (21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network (22:31) How Uber thinks about driver job displacement from self-driving Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: <a href="https://solana.com/breakpoint" target="_blank" rel="noreferrer noopener">https://solana.com/breakpoint</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/artificial-intelligence/data-ai-events/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/artificial-intelligence/data-ai-events/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Dara: <a href="https://x.com/dkhos" target="_blank" rel="noreferrer noopener">https://x.com/dkhos</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> ]]></itunes:summary><itunes:duration>1538</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/210642290fd9a17acec426ffaa520cb5.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The College Crisis: Heads of Dartmouth &amp; Berkeley Debate the Decline of US Universities</title><link>https://www.spreaker.com/episode/the-college-crisis-heads-of-dartmouth-berkeley-debate-the-decline-of-us-universities--75243433</link><description><![CDATA[(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (13:56) Administrative bloat (16:12) Trump vs the Ivy League, viewpoint diversity (21:56) Impact of K-12 education declining (25:13) Will AI learning kill higher education? (29:14) Rising unemployment among recent graduates (31:35) Role of endowments Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Sian: <a href="https://x.com/sianbeilock" target="_blank" rel="noreferrer noopener">https://x.com/sianbeilock</a> Follow Rich: <a href="https://x.com/richlyons" target="_blank" rel="noreferrer noopener">https://x.com/richlyons</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></description><guid isPermaLink="false">dc02fdc2-af9d-4d3e-9ec1-ebbd04d51911</guid><pubDate>Tue, 16 Sep 2025 15:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243433/ais25_lyons_beilock_college_ch.mp3" length="53465334" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (13:56) Administrative bloat (16:12) Trump vs the Ivy League, viewpoint diversity (21:56) Impact of...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (13:56) Administrative bloat (16:12) Trump vs the Ivy League, viewpoint diversity (21:56) Impact of K-12 education declining (25:13) Will AI learning kill higher education? (29:14) Rising unemployment among recent graduates (31:35) Role of endowments Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Sian: <a href="https://x.com/sianbeilock" target="_blank" rel="noreferrer noopener">https://x.com/sianbeilock</a> Follow Rich: <a href="https://x.com/richlyons" target="_blank" rel="noreferrer noopener">https://x.com/richlyons</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>]]></itunes:summary><itunes:duration>2228</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/921575502482dedc32c1b7e680abaec3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tulsi Gabbard on Russiagate Hoax Evidence and How She's Reforming Politicized Intelligence Agencies</title><link>https://www.spreaker.com/episode/tulsi-gabbard-on-russiagate-hoax-evidence-and-how-she-s-reforming-politicized-intelligence-agencies--75243440</link><description><![CDATA[(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability (25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party (30:16) Thoughts on bombing Iran, what impacts her views on foreign policy and war (35:15) The impact of designating drug cartels as terrorist orgs, safety at the Southern Border, China Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a>  Follow Tulsi: <a href="https://x.com/tulsigabbard" target="_blank" rel="noreferrer noopener">https://x.com/tulsigabbard</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">608fb66e-e148-442a-9541-a7383e21e1db</guid><pubDate>Mon, 15 Sep 2025 20:43:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243440/ais25_tulsigabbard_ch.mp3" length="60336879" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in 2016, cleaning up intelligence agencies,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability (25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party (30:16) Thoughts on bombing Iran, what impacts her views on foreign policy and war (35:15) The impact of designating drug cartels as terrorist orgs, safety at the Southern Border, China Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a>  Follow Tulsi: <a href="https://x.com/tulsigabbard" target="_blank" rel="noreferrer noopener">https://x.com/tulsigabbard</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>2514</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d9101b535ee1306e8f36587ef1a4236a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future</title><link>https://www.spreaker.com/episode/robinhood-ceo-vlad-tenev-on-tokenizing-stocks-expanding-access-to-private-shares-fintech-s-future--75243479</link><description><![CDATA[(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary (17:01) Criticisms around expanding access to sophisticated financial products (19:34) Current landscape of financial companies, Robinhood's future, competing with incumbents (23:28) Harmonic and building mathematical superintelligence Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Athletic Brewing: <a href="https://athleticbrewing.com/" target="_blank" rel="noreferrer noopener">https://athleticbrewing.com/</a> Follow Vlad: <a href="https://x.com/vladtenev" target="_blank" rel="noreferrer noopener">https://x.com/vladtenev</a> Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">0fcab2ac-cfd8-4644-9e00-1d268d9292cd</guid><pubDate>Mon, 15 Sep 2025 09:02:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243479/ais25_vladtenev_ch.mp3" length="37647980" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Trump vs Biden, why offering tokenized securities for...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary (17:01) Criticisms around expanding access to sophisticated financial products (19:34) Current landscape of financial companies, Robinhood's future, competing with incumbents (23:28) Harmonic and building mathematical superintelligence Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Athletic Brewing: <a href="https://athleticbrewing.com/" target="_blank" rel="noreferrer noopener">https://athleticbrewing.com/</a> Follow Vlad: <a href="https://x.com/vladtenev" target="_blank" rel="noreferrer noopener">https://x.com/vladtenev</a> Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a...]]></itunes:summary><itunes:duration>1569</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5050f43c0575ecfdd4858133dc92d5f0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit</title><link>https://www.spreaker.com/episode/google-deepmind-ceo-demis-hassabis-on-ai-creativity-and-a-golden-age-of-science-all-in-summit--75243504</link><description><![CDATA[(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robotics models, form factors, and more (14:42) AI science breakthroughs, measuring AGI (20:49) Nano-Banana and the future of creative tools, democratization of creativity (24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Athletic Brewing: <a href="https://athleticbrewing.com/" target="_blank" rel="noreferrer noopener">https://athleticbrewing.com/</a> Follow Demis: <a href="https://x.com/demishassabis" target="_blank" rel="noreferrer noopener">https://x.com/demishassabis</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>  ]]></description><guid isPermaLink="false">49664aba-a2e9-4997-8443-ad69f59cd73e</guid><pubDate>Fri, 12 Sep 2025 21:33:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243504/ais25_demis_ch.mp3" length="45774934" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robotics models, form factors, and more (14:42) AI...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robotics models, form factors, and more (14:42) AI science breakthroughs, measuring AGI (20:49) Nano-Banana and the future of creative tools, democratization of creativity (24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Athletic Brewing: <a href="https://athleticbrewing.com/" target="_blank" rel="noreferrer noopener">https://athleticbrewing.com/</a> Follow Demis: <a href="https://x.com/demishassabis" target="_blank" rel="noreferrer noopener">https://x.com/demishassabis</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>1908</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/54d124e1a7816b57013477111ecf8a6d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding</title><link>https://www.spreaker.com/episode/elon-musk-on-doge-optimus-starlink-smartphones-evolving-with-ai-why-the-west-is-imploding--75243400</link><description><![CDATA[(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the "hands problem" (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, "Grokipedia" (31:29) Evolving alongside AI, implosion of the West, the religion vacuum (37:36) Understanding the universe, going to the Moon, what happens on Mars? Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Elon: <a href="https://x.com/elonmusk" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">b761438b-18ec-48ef-bf79-34227a432baa</guid><pubDate>Wed, 10 Sep 2025 01:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243400/elon_ais25.mp3" length="64498516" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the "hands problem" (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the "hands problem" (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, "Grokipedia" (31:29) Evolving alongside AI, implosion of the West, the religion vacuum (37:36) Understanding the universe, going to the Moon, what happens on Mars? Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Elon: <a href="https://x.com/elonmusk" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2688</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/759b893fbaad98f1db6359318de37268.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win</title><link>https://www.spreaker.com/episode/palantir-ceo-alex-karp-why-the-west-is-destroying-itself-data-empire-skeptics-how-to-win--75243443</link><description><![CDATA[(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir's work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China's strategy, dealing with cartels (36:46) Why modern Progressivism is not progressive Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">c3089133-5746-4298-9ec1-60bbfc5cf898</guid><pubDate>Tue, 09 Sep 2025 20:39:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243443/alexkarp.mp3" length="57923618" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/e7240304-4df5-42e4-a077-65b7cb9f246a/e7240304-4df5-42e4-a077-65b7cb9f246a.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e7240304-4df5-42e4-a077-65b7cb9f246a/e7240304-4df5-42e4-a077-65b7cb9f246a.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e7240304-4df5-42e4-a077-65b7cb9f246a/e7240304-4df5-42e4-a077-65b7cb9f246a.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir's work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide?...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir's work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China's strategy, dealing with cartels (36:46) Why modern Progressivism is not progressive Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2414</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b604fceb8ad39231eedfaabe82adecaa.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025</title><link>https://www.spreaker.com/episode/the-new-era-of-the-stock-market-with-nasdaq-ceo-adena-friedman-all-in-summit-2025--75243384</link><description><![CDATA[(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to help companies go public faster (13:37) Evolution of markets: predictions, options, SPVs, secondaries (18:18) State of the stock market, role at the NY Fed, data issues at the Fed Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Adena: <a href="https://x.com/adenatfriedman" target="_blank" rel="noreferrer noopener">https://x.com/adenatfriedman</a>  Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>  Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>  Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>  Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a>  Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>  Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>  Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">55b9e592-fbc0-41e4-869a-13b998144fe6</guid><pubDate>Tue, 09 Sep 2025 03:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243384/ais25_adenafriedman_ch.mp3" length="40809553" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to help companies go public faster (13:37) Evolution of markets: predictions, options, SPVs, secondaries (18:18) State of the stock market, role at the NY Fed, data issues at the Fed Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Adena: <a href="https://x.com/adenatfriedman" target="_blank" rel="noreferrer noopener">https://x.com/adenatfriedman</a>  Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a>  Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a>  Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a>  Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a>  Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a>  Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a>  Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1701</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/89634f9381101d155881522646494edd.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Save America: Mark Cuban and Tucker Carlson Debate | All-In Summit 2025</title><link>https://www.spreaker.com/episode/how-to-save-america-mark-cuban-and-tucker-carlson-debate-all-in-summit-2025--75243425</link><description><![CDATA[(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America's broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left? (24:27) How to make Americans believe in America again (34:12) AI job displacement (39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder (52:54) Antisemitism and Israel Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Mark Cuban: <a href="https://x.com/mcuban" target="_blank" rel="noreferrer noopener">https://x.com/mcuban</a> Follow Tucker Carlson: <a href="https://x.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://x.com/TuckerCarlson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">65eb20c7-4d95-452b-8d2c-6764aedd726f</guid><pubDate>Tue, 09 Sep 2025 00:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243425/ais25_tucker_mark_ch.mp3" length="85991472" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/da7582fb-0e9a-4b11-a7de-902b3b1b2c32/da7582fb-0e9a-4b11-a7de-902b3b1b2c32.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/da7582fb-0e9a-4b11-a7de-902b3b1b2c32/da7582fb-0e9a-4b11-a7de-902b3b1b2c32.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/da7582fb-0e9a-4b11-a7de-902b3b1b2c32/da7582fb-0e9a-4b11-a7de-902b3b1b2c32.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America's broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America's broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left? (24:27) How to make Americans believe in America again (34:12) AI job displacement (39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder (52:54) Antisemitism and Israel Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Mark Cuban: <a href="https://x.com/mcuban" target="_blank" rel="noreferrer noopener">https://x.com/mcuban</a> Follow Tucker Carlson: <a href="https://x.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://x.com/TuckerCarlson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect"...]]></itunes:summary><itunes:duration>3583</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/8a9fcf4f1cc007a2843b45de70369ffc.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025</title><link>https://www.spreaker.com/episode/energy-secretary-chris-wright-on-the-future-of-american-energy-all-in-summit-2025--75243480</link><description><![CDATA[(0:00) Introducing Secretary Wright (1:09) Nuclear, China's approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath's energy framework (21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Secretary Wright: <a href="https://x.com/SecretaryWright" target="_blank" rel="noreferrer noopener">https://x.com/SecretaryWright</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">187cad30-5b0a-46ae-9785-fab86b73da97</guid><pubDate>Mon, 08 Sep 2025 22:06:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243480/ais25_chriswright_ch.mp3" length="44065001" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Introducing Secretary Wright (1:09) Nuclear, China's approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath's energy...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Introducing Secretary Wright (1:09) Nuclear, China's approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath's energy framework (21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week &amp; F1: solana.com/breakpoint. <a href="https://solana.com/" target="_blank" rel="noreferrer noopener">https://solana.com/</a> OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. <a href="https://www.okx.com/" target="_blank" rel="noreferrer noopener">https://www.okx.com/</a> Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. <a href="https://cloud.google.com/" target="_blank" rel="noreferrer noopener">https://cloud.google.com/</a> IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. <a href="https://iren.com/" target="_blank" rel="noreferrer noopener">https://iren.com/</a> Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. <a href="https://www.oracle.com/" target="_blank" rel="noreferrer noopener">https://www.oracle.com/</a> Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. <a href="https://www.circle.com/" target="_blank" rel="noreferrer noopener">https://www.circle.com/</a> BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. <a href="https://www.bvnk.com/" target="_blank" rel="noreferrer noopener">https://www.bvnk.com/</a> Polymarket: <a href="https://www.polymarket.com/" target="_blank" rel="noreferrer noopener">https://www.polymarket.com/</a> Follow Secretary Wright: <a href="https://x.com/SecretaryWright" target="_blank" rel="noreferrer noopener">https://x.com/SecretaryWright</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1836</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/29fb77366763b494b934583aef20c8c7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust</title><link>https://www.spreaker.com/episode/inside-the-white-house-tech-dinner-weak-jobs-report-tariffs-court-challenge-google-wins-antitrust--75243508</link><description><![CDATA[(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs report: what is the state of the economy? (57:52) Google avoids worst-case scenario in antitrust case Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/EdLudlow/status/1963763066988110177" target="_blank" rel="noreferrer noopener">https://x.com/EdLudlow/status/1963763066988110177</a> <a href="https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance</a> <a href="https://www.youtube.com/watch?v=opn9soJ5TYM&amp;t=11s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=opn9soJ5TYM&amp;t=11s</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115119151783895076" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115119151783895076</a> <a href="https://www.congress.gov/bill/94th-congress/house-bill/3884" target="_blank" rel="noreferrer noopener">https://www.congress.gov/bill/94th-congress/house-bill/3884</a> <a href="https://www.cbo.gov/publication/61697" target="_blank" rel="noreferrer noopener">https://www.cbo.gov/publication/61697</a> <a href="https://x.com/tkl_adam/status/1963961233368924464" target="_blank" rel="noreferrer noopener">https://x.com/tkl_adam/status/1963961233368924464</a> <a href="https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve</a> <a href="https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html</a> <a href="https://polymarket.com/event/us-recession-in-2025?tid=1757216927232" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/us-recession-in-2025?tid=1757216927232</a> <a href="https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4</a>]]></description><guid isPermaLink="false">df6ca3ce-665a-4fe7-8c7a-4f381e369a91</guid><pubDate>Sun, 07 Sep 2025 07:18:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243508/allin_e242_ch_2.mp3" length="96599779" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs report: what is the state of the economy? (57:52)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs report: what is the state of the economy? (57:52) Google avoids worst-case scenario in antitrust case Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/EdLudlow/status/1963763066988110177" target="_blank" rel="noreferrer noopener">https://x.com/EdLudlow/status/1963763066988110177</a> <a href="https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance</a> <a href="https://www.youtube.com/watch?v=opn9soJ5TYM&amp;t=11s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=opn9soJ5TYM&amp;t=11s</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115119151783895076" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115119151783895076</a> <a href="https://www.congress.gov/bill/94th-congress/house-bill/3884" target="_blank" rel="noreferrer noopener">https://www.congress.gov/bill/94th-congress/house-bill/3884</a> <a href="https://www.cbo.gov/publication/61697" target="_blank" rel="noreferrer noopener">https://www.cbo.gov/publication/61697</a> <a href="https://x.com/tkl_adam/status/1963961233368924464" target="_blank" rel="noreferrer noopener">https://x.com/tkl_adam/status/1963961233368924464</a> <a href="https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve</a> <a href="https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html</a> <a href="https://polymarket.com/event/us-recession-in-2025?tid=1757216927232" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/us-recession-in-2025?tid=1757216927232</a> <a href="https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4</a>]]></itunes:summary><itunes:duration>4025</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/7e23bda09ca4ef06ab79594501c5b09d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Senator Rand Paul: Tariffs, Debt, China, and a Warning for America</title><link>https://www.spreaker.com/episode/senator-rand-paul-tariffs-debt-china-and-a-warning-for-america--75243528</link><description><![CDATA[(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy &amp; Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI &amp; the Economy (35:10) Our Fragile Financial System (41:22) Government Employment &amp; Appropriate Spending (48:18) COVID Cover Up &amp; Dangers of Gain-of-function Research (1:01:00) Relations with China (1:05:52) Political Future Follow Senator Paul: <a href="https://x.com/senrandpaul" target="_blank" rel="noreferrer noopener">https://x.com/senrandpaul</a> Check out Deception: The Great Covid Cover-Up: <a href="https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">a8f1bcdf-128c-476d-a07e-09fbdcf6ae50</guid><pubDate>Fri, 05 Sep 2025 14:27:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243528/allin_intv_randpaul.mp3" length="162919015" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy &amp;amp; Economic Impact (15:52) Consequences of Tariffs...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy &amp; Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI &amp; the Economy (35:10) Our Fragile Financial System (41:22) Government Employment &amp; Appropriate Spending (48:18) COVID Cover Up &amp; Dangers of Gain-of-function Research (1:01:00) Relations with China (1:05:52) Political Future Follow Senator Paul: <a href="https://x.com/senrandpaul" target="_blank" rel="noreferrer noopener">https://x.com/senrandpaul</a> Check out Deception: The Great Covid Cover-Up: <a href="https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4073</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b38a060b7bd329ed27b2d45e427864f7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough</title><link>https://www.spreaker.com/episode/trump-takes-on-the-fed-us-intel-deal-why-bankruptcies-are-up-openai-s-longevity-breakthrough--75243452</link><description><![CDATA[(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security? (51:37) US Sovereign Wealth Fund (58:41) Why corporate bankruptcies are trending up in 2025 (1:12:12) OpenAI's novel LLM-based approach to longevity research Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.mena.launch.co" target="_blank" rel="noreferrer noopener">https://www.mena.launch.co</a> <a href="https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841</a> <a href="https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html</a> <a href="https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud" target="_blank" rel="noreferrer noopener"> https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115092130707196133" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115092130707196133</a> <a href="https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push</a> <a href="https://www.cnbc.com/2021/06/10/cpi-may-2021.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2021/06/10/cpi-may-2021.html</a> <a href="https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent</a> <a href="https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm" target="_blank" rel="noreferrer noopener"> https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm</a> <a href="https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve</a> <a href="https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation" target="_blank" rel="noreferrer noopener"> https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation</a> <a href="https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles" target="_blank" rel="noreferrer noopener"> https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles</a> <a href="https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed" target="_blank" rel="noreferrer noopener"> https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed</a> <a href="https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high" target="_blank" rel="noreferrer noopener"> https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high</a> <a href="https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30</a> <a href="https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf" target="_blank" rel="noreferrer noopener"> https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf</a> <a href="https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/114987288040725570" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114987288040725570</a> <a href="https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending" target="_blank" rel="noreferrer noopener"> https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending</a> <a href="https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904" target="_blank" rel="noreferrer noopener"> https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904</a> <a href="https://x.com/Pavel_Asparagus/status/1960369680457113764" target="_blank" rel="noreferrer noopener">https://x.com/Pavel_Asparagus/status/1960369680457113764</a> <a href="https://demo.trypicnic.com" target="_blank" rel="noreferrer noopener">https://demo.trypicnic.com</a> <a href="https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20</a> <a href="https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb</a> <a href="https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences" target="_blank" rel="noreferrer noopener"> https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences</a>]]></description><guid isPermaLink="false">14147af4-b7a5-44f0-a107-69fded2af9f0</guid><pubDate>Fri, 29 Aug 2025 23:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243452/allin_e241_ch.mp3" length="131853490" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security? (51:37) US Sovereign Wealth Fund (58:41) Why corporate bankruptcies are trending up in 2025 (1:12:12) OpenAI's novel LLM-based approach to longevity research Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.mena.launch.co" target="_blank" rel="noreferrer noopener">https://www.mena.launch.co</a> <a href="https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841</a> <a href="https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html</a> <a href="https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud" target="_blank" rel="noreferrer noopener"> https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/115092130707196133" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/115092130707196133</a> <a href="https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push</a> <a href="https://www.cnbc.com/2021/06/10/cpi-may-2021.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2021/06/10/cpi-may-2021.html</a> <a href="https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent</a> <a...]]></itunes:summary><itunes:duration>5494</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c9dc99a3011bd12e759a289121b2c427.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame</title><link>https://www.spreaker.com/episode/ai-bubble-pops-zuck-freezes-hiring-newsom-s-2028-surge-russia-ukraine-endgame--75243490</link><description><![CDATA[(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee (54:03) Russia/Ukraine: Trump's two summits, what endgame to expect? Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/autismcapital/status/1958566758719398351" target="_blank" rel="noreferrer noopener">https://x.com/autismcapital/status/1958566758719398351</a> <a href="https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo" target="_blank" rel="noreferrer noopener"> https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo</a> <a href="https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html</a> <a href="https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview</a> <a href="https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html</a> <a href="https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4" target="_blank" rel="noreferrer noopener">https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4</a> <a href="https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html</a> <a href="https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html</a> <a href="https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html</a> <a href="https://polymarket.com/event/democratic-presidential-nominee-2028" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/democratic-presidential-nominee-2028</a> <a href="https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000" target="_blank" rel="noreferrer noopener"> https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000</a> <a href="https://www.businesswire.com/news/home/20250820615513/en/Statement-from-Marcus-Lemonis-Executive-Chairman-of-Bed-Bath-Beyond" target="_blank" rel="noreferrer noopener"> https://www.businesswire.com/news/home/20250820615513/en/Statement-from-Marcus-Lemonis-Executive-Chairman-of-Bed-Bath-Beyond</a> <a href="https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx</a>]]></description><guid isPermaLink="false">5da12e2f-b04a-4f75-b24e-c3ad7833020b</guid><pubDate>Fri, 22 Aug 2025 18:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243490/allin_e240_ch.mp3" length="103312571" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee (54:03) Russia/Ukraine: Trump's two summits, what endgame to expect? Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/autismcapital/status/1958566758719398351" target="_blank" rel="noreferrer noopener">https://x.com/autismcapital/status/1958566758719398351</a> <a href="https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo" target="_blank" rel="noreferrer noopener"> https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo</a> <a href="https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html</a> <a href="https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview</a> <a href="https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html</a> <a href="https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4" target="_blank" rel="noreferrer noopener">https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4</a> <a href="https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html</a> <a href="https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html</a> <a...]]></itunes:summary><itunes:duration>4305</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f6f726606f48595863ac968580022dc9.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History</title><link>https://www.spreaker.com/episode/senator-eric-schmitt-exposing-the-biggest-censorship-scandal-in-us-history--75243450</link><description><![CDATA[(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI (18:44) Behind the Hunter Biden laptop story and COVID censorship (30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68 (36:38) Russiagate and the Obama intel report on the 2016 Election (47:15) Russia-Ukraine War, possible peace deal, and US foreign policy Buy The Last Line of Defense: How to Beat the Left in Court: <a href="https://www.harpercollins.com/products/the-last-line-of-defense-eric-schmitt" target="_blank" rel="noreferrer noopener"> https://www.harpercollins.com/products/the-last-line-of-defense-eric-schmitt</a> Follow Senator Schmitt: <a href="https://x.com/senericschmitt" target="_blank" rel="noreferrer noopener">https://x.com/senericschmitt</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">888c6fb8-7023-4aea-93ca-030b60d06558</guid><pubDate>Wed, 20 Aug 2025 23:58:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243450/allin_intv_schmitt_ch.mp3" length="144254482" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI (18:44) Behind the Hunter...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI (18:44) Behind the Hunter Biden laptop story and COVID censorship (30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68 (36:38) Russiagate and the Obama intel report on the 2016 Election (47:15) Russia-Ukraine War, possible peace deal, and US foreign policy Buy The Last Line of Defense: How to Beat the Left in Court: <a href="https://www.harpercollins.com/products/the-last-line-of-defense-eric-schmitt" target="_blank" rel="noreferrer noopener"> https://www.harpercollins.com/products/the-last-line-of-defense-eric-schmitt</a> Follow Senator Schmitt: <a href="https://x.com/senericschmitt" target="_blank" rel="noreferrer noopener">https://x.com/senericschmitt</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3607</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/173f167652fd612846a4b2b00617531f.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?</title><link>https://www.spreaker.com/episode/ai-psychosis-america-s-broken-social-fabric-trump-takes-over-dc-police-is-vc-broken--75243505</link><description><![CDATA[(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC police (1:05:39) Venture Capital: is it broken and what it will look like in the future? Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis" target="_blank" rel="noreferrer noopener"> https://www.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis</a> <a href="https://openai.com/index/how-we%27re-optimizing-chatgpt" target="_blank" rel="noreferrer noopener">https://openai.com/index/how-we%27re-optimizing-chatgpt</a> <a href="https://pubmed.ncbi.nlm.nih.gov/25910392" target="_blank" rel="noreferrer noopener">https://pubmed.ncbi.nlm.nih.gov/25910392</a> <a href="https://www.reddit.com/r/MyBoyfriendIsAI" target="_blank" rel="noreferrer noopener">https://www.reddit.com/r/MyBoyfriendIsAI</a> <a href="https://time.com/7307589/ai-psychosis-chatgpt-mental-health" target="_blank" rel="noreferrer noopener">https://time.com/7307589/ai-psychosis-chatgpt-mental-health</a> <a href="https://x.com/jburnmurdoch/status/1953811277463122162" target="_blank" rel="noreferrer noopener">https://x.com/jburnmurdoch/status/1953811277463122162</a> <a href="https://www.nimh.nih.gov/health/statistics/major-depression" target="_blank" rel="noreferrer noopener">https://www.nimh.nih.gov/health/statistics/major-depression</a> <a href="https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services" target="_blank" rel="noreferrer noopener"> https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services</a> <a href="https://www.youtube.com/watch?v=7PtX8BNLn_c" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=7PtX8BNLn_c</a> <a href="https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails" target="_blank" rel="noreferrer noopener"> https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails</a> <a href="https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker" target="_blank" rel="noreferrer noopener"> https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia</a> <a href="https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/" target="_blank" rel="noreferrer noopener"> https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/</a> <a href="https://x.com/greg_price11/status/1955292615420588495" target="_blank" rel="noreferrer noopener">https://x.com/greg_price11/status/1955292615420588495</a> <a href="https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a550-a3dcf16fa6e7" target="_blank" rel="noreferrer noopener"> https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a550-a3dcf16fa6e7</a> <a href="https://www.usatoday.com/story/money/2025/06/24/fannie-mae-freddie-mac-privatization/84342221007" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/money/2025/06/24/fannie-mae-freddie-mac-privatization/84342221007</a> <a href="https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06</a>]]></description><guid isPermaLink="false">53dbffce-d184-46f9-b16f-76d2182a1aea</guid><pubDate>Fri, 15 Aug 2025 18:44:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243505/allin_e239_v2_ch.mp3" length="132999551" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC police (1:05:39) Venture Capital: is it broken and what it will look like in the future? Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis" target="_blank" rel="noreferrer noopener"> https://www.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis</a> <a href="https://openai.com/index/how-we%27re-optimizing-chatgpt" target="_blank" rel="noreferrer noopener">https://openai.com/index/how-we%27re-optimizing-chatgpt</a> <a href="https://pubmed.ncbi.nlm.nih.gov/25910392" target="_blank" rel="noreferrer noopener">https://pubmed.ncbi.nlm.nih.gov/25910392</a> <a href="https://www.reddit.com/r/MyBoyfriendIsAI" target="_blank" rel="noreferrer noopener">https://www.reddit.com/r/MyBoyfriendIsAI</a> <a href="https://time.com/7307589/ai-psychosis-chatgpt-mental-health" target="_blank" rel="noreferrer noopener">https://time.com/7307589/ai-psychosis-chatgpt-mental-health</a> <a href="https://x.com/jburnmurdoch/status/1953811277463122162" target="_blank" rel="noreferrer noopener">https://x.com/jburnmurdoch/status/1953811277463122162</a> <a href="https://www.nimh.nih.gov/health/statistics/major-depression" target="_blank" rel="noreferrer noopener">https://www.nimh.nih.gov/health/statistics/major-depression</a> <a href="https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services" target="_blank" rel="noreferrer noopener"> https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services</a> <a href="https://www.youtube.com/watch?v=7PtX8BNLn_c" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=7PtX8BNLn_c</a> <a href="https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails" target="_blank" rel="noreferrer noopener"> https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails</a> <a href="https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker" target="_blank" rel="noreferrer noopener"> https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia" target="_blank"...]]></itunes:summary><itunes:duration>5542</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/60666bc6ef0521ad7231ed18282ce8bf.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis</title><link>https://www.spreaker.com/episode/openai-s-gpt-5-flop-ai-s-unlimited-market-china-s-big-advantage-rise-in-socialism-housing-crisis--75243513</link><description><![CDATA[(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach (1:27:51) Nvidia chips being smuggled to China (1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy (1:40:09) Summer reading recommendations Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Follow Ben: <a href="https://x.com/benshapiro" target="_blank" rel="noreferrer noopener">https://x.com/benshapiro</a> Follow Gavin: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Phil: <a href="https://x.com/pdeutch" target="_blank" rel="noreferrer noopener">https://x.com/pdeutch</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day</a> <a href="https://www.anthropic.com/news/build-ai-in-america" target="_blank" rel="noreferrer noopener">https://www.anthropic.com/news/build-ai-in-america</a> <a href="https://www.youtube.com/watch?v=whE75zEFBpU" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=whE75zEFBpU</a> <a href="https://www.census.gov/library/visualizations/time-series/demo/historic.html" target="_blank" rel="noreferrer noopener"> https://www.census.gov/library/visualizations/time-series/demo/historic.html</a> <a href="https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive</a> <a href="https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54</a>]]></description><guid isPermaLink="false">1771fe88-7ef7-4c6b-91d0-a4d810931908</guid><pubDate>Sat, 09 Aug 2025 15:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243513/allin_e238_ch.mp3" length="159419185" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach (1:27:51) Nvidia chips being smuggled to China (1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy (1:40:09) Summer reading recommendations Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Follow Ben: <a href="https://x.com/benshapiro" target="_blank" rel="noreferrer noopener">https://x.com/benshapiro</a> Follow Gavin: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Phil: <a href="https://x.com/pdeutch" target="_blank" rel="noreferrer noopener">https://x.com/pdeutch</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day</a> <a href="https://www.anthropic.com/news/build-ai-in-america" target="_blank" rel="noreferrer noopener">https://www.anthropic.com/news/build-ai-in-america</a> <a href="https://www.youtube.com/watch?v=whE75zEFBpU" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=whE75zEFBpU</a> <a href="https://www.census.gov/library/visualizations/time-series/demo/historic.html" target="_blank" rel="noreferrer noopener"> https://www.census.gov/library/visualizations/time-series/demo/historic.html</a> <a href="https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive</a> <a...]]></itunes:summary><itunes:duration>6643</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/fa1fbcadacc462e5e92376ddc61b0324.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump AI Speech &amp; Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy</title><link>https://www.spreaker.com/episode/trump-ai-speech-action-plan-dc-summit-recap-hot-gdp-print-trade-deals-altman-warns-no-privacy--75243449</link><description><![CDATA[(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/1950673622059667764" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1950673622059667764</a> <a href="https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370</a> <a href="https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503</a> <a href="https://x.com/simonw/status/1950592653047062578" target="_blank" rel="noreferrer noopener">https://x.com/simonw/status/1950592653047062578</a> <a href="https://fred.stlouisfed.org/series/A191RL1Q225SBEA" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/A191RL1Q225SBEA</a> <a href="https://www.youtube.com/watch?v=aYn8VKW6vXA" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=aYn8VKW6vXA</a> <a href="https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html</a> <a href="https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25</a> <a href="https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness" target="_blank" rel="noreferrer noopener"> https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness</a> <a href="https://apps.bea.gov/iTable/?reqid=19&amp;step=3&amp;isuri=1&amp;1921=survey&amp;1903=84" target="_blank" rel="noreferrer noopener"> https://apps.bea.gov/iTable/?reqid=19&amp;step=3&amp;isuri=1&amp;1921=survey&amp;1903=84</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a>]]></description><guid isPermaLink="false">a7dd0b3c-617f-4499-8154-dce0cc999c47</guid><pubDate>Fri, 01 Aug 2025 23:28:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243449/allin_e237.mp3" length="120738903" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/1950673622059667764" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1950673622059667764</a> <a href="https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370</a> <a href="https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503</a> <a href="https://x.com/simonw/status/1950592653047062578" target="_blank" rel="noreferrer noopener">https://x.com/simonw/status/1950592653047062578</a> <a href="https://fred.stlouisfed.org/series/A191RL1Q225SBEA" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/A191RL1Q225SBEA</a> <a href="https://www.youtube.com/watch?v=aYn8VKW6vXA" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=aYn8VKW6vXA</a> <a href="https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html</a> <a href="https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25</a> <a href="https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness" target="_blank" rel="noreferrer noopener"> https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness</a> <a href="https://apps.bea.gov/iTable/?reqid=19&amp;step=3&amp;isuri=1&amp;1921=survey&amp;1903=84" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5031</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/91c51ecd11bac8e2bec71f71df3d4fd7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Winning the AI Race Part 5: President Trump on the AI Action Plan</title><link>https://www.spreaker.com/episode/winning-the-ai-race-part-5-president-trump-on-the-ai-action-plan--75243474</link><description><![CDATA[(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">ff09f2b3-8155-4d9b-911e-b1a7237a7e9b</guid><pubDate>Thu, 24 Jul 2025 01:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243474/allin_aiday_session5_trump_ch.mp3" length="82560853" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason...</itunes:subtitle><itunes:summary><![CDATA[(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3440</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9d82018408312ca14a54a6ca2ab2d420.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum</title><link>https://www.spreaker.com/episode/winning-the-ai-race-part-4-scott-bessent-howard-lutnick-chris-wright-and-doug-burgum--75243470</link><description><![CDATA[(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">98e02c2f-4532-493a-a74e-805828fca1fb</guid><pubDate>Wed, 23 Jul 2025 23:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243470/allin_aiday_session4_government_ch.mp3" length="71279426" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa:...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2970</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9d82018408312ca14a54a6ca2ab2d420.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller</title><link>https://www.spreaker.com/episode/winning-the-ai-race-part-3-jensen-huang-lisa-su-james-litinsky-chase-lochmiller--75243515</link><description><![CDATA[(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">00782733-efe0-4c41-8581-f867072f540e</guid><pubDate>Wed, 23 Jul 2025 22:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243515/allin_aiday_session3_enabling_ch.mp3" length="93091695" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties:...</itunes:subtitle><itunes:summary><![CDATA[(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3879</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9d82018408312ca14a54a6ca2ab2d420.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Winning the AI Race Part 2: Vice President JD Vance</title><link>https://www.spreaker.com/episode/winning-the-ai-race-part-2-vice-president-jd-vance--75243458</link><description><![CDATA[(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world (16:41) AI's impact on jobs (22:02) Should America facilitate "National Champions" in strategic industries? (24:09) Working at the White House with Sacks Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">c888b60b-236c-4486-af7c-07a009ee7010</guid><pubDate>Wed, 23 Jul 2025 22:21:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243458/allin_aiday_vance_ch.mp3" length="37437475" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world (16:41) AI's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world (16:41) AI's impact on jobs (22:02) Should America facilitate "National Champions" in strategic industries? (24:09) Working at the White House with Sacks Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1560</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9d82018408312ca14a54a6ca2ab2d420.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian</title><link>https://www.spreaker.com/episode/winning-the-ai-race-part-1-michael-kratsios-kelly-loeffler-chris-power-shyam-sankar-paul-buchheit-jake-loosararian--75243453</link><description><![CDATA[(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko Robotics (44:37) Shyam Sankar, Palantir (1:00:33) Paul Buchheit, Y Combinator (1:13:35) Kelly Loeffler, Administrator of the Small Business Administration Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">6e9aa9c5-6610-4922-9117-e169ab31d748</guid><pubDate>Wed, 23 Jul 2025 20:09:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243453/allin_aiday_session1_expanding_ch.mp3" length="135951116" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko Robotics (44:37) Shyam Sankar, Palantir (1:00:33)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko Robotics (44:37) Shyam Sankar, Palantir (1:00:33) Paul Buchheit, Y Combinator (1:13:35) Kelly Loeffler, Administrator of the Small Business Administration Thanks to our partners for making this happen: NYSE : <a href="https://www.nyse.com" target="_blank" rel="noreferrer noopener">https://www.nyse.com</a> Visa: <a href="https://usa.visa.com" target="_blank" rel="noreferrer noopener">https://usa.visa.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5665</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9d82018408312ca14a54a6ca2ab2d420.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law</title><link>https://www.spreaker.com/episode/trump-vs-powell-solving-the-debt-crisis-the-10t-agi-prize-genius-act-becomes-law--75243466</link><description><![CDATA[(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy (38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US (52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted (1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act Follow Gavin Baker: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Bo Hines: <a href="https://x.com/bohines" target="_blank" rel="noreferrer noopener">https://x.com/bohines</a> Follow Senator Bill Hagerty: <a href="https://x.com/SenatorHagerty" target="_blank" rel="noreferrer noopener">https://x.com/SenatorHagerty</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says</a> <a href="https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html</a> <a href="https://polymarket.com/event/fed-decision-in-september?tid=1752872350388" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/fed-decision-in-september?tid=1752872350388</a> <a href="https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html</a> <a href="https://www.cnbc.com/quotes/US30Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US30Y</a> <a href="https://polymarket.com/event/will-trump-remove-jerome-powell" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/will-trump-remove-jerome-powell</a> <a href="https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair?tid=1752854752131" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair?tid=1752854752131</a> <a href="https://www.politico.com/live-updates/2025/07/15/congress/house-gop-crypto-bills-trump-00455645" target="_blank" rel="noreferrer noopener"> https://www.politico.com/live-updates/2025/07/15/congress/house-gop-crypto-bills-trump-00455645</a> <a href="https://www.nytimes.com/2025/07/15/us/politics/trump-ai-pittsburgh-speech.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/07/15/us/politics/trump-ai-pittsburgh-speech.html</a>]]></description><guid isPermaLink="false">3dc1e2db-f68f-428f-8b39-c20675a11295</guid><pubDate>Sat, 19 Jul 2025 02:21:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243466/allin_e236_ch.mp3" length="114455989" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy (38:33)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy (38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US (52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted (1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act Follow Gavin Baker: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Bo Hines: <a href="https://x.com/bohines" target="_blank" rel="noreferrer noopener">https://x.com/bohines</a> Follow Senator Bill Hagerty: <a href="https://x.com/SenatorHagerty" target="_blank" rel="noreferrer noopener">https://x.com/SenatorHagerty</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says</a> <a href="https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html</a> <a href="https://polymarket.com/event/fed-decision-in-september?tid=1752872350388" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/fed-decision-in-september?tid=1752872350388</a> <a href="https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html</a> <a href="https://www.cnbc.com/quotes/US30Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US30Y</a> <a href="https://polymarket.com/event/will-trump-remove-jerome-powell" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/will-trump-remove-jerome-powell</a> <a...]]></itunes:summary><itunes:duration>4769</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b0fb18adcb5948297d9bacb22d3cee0f.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs</title><link>https://www.spreaker.com/episode/grok-4-wows-the-bitter-lesson-elon-s-third-party-ai-browsers-scotus-backs-potus-on-rifs--75243519</link><description><![CDATA[(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence (46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome (58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026? (1:13:12) SCOTUS backs Trump over federal government RIF plans Follow Keith: <a href="https://x.com/rabois" target="_blank" rel="noreferrer noopener">https://x.com/rabois</a> Follow Travis: <a href="https://x.com/travisk" target="_blank" rel="noreferrer noopener">https://x.com/travisk</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html</a> <a href="https://www.youtube.com/watch?v=ZW5fJikPmfM" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=ZW5fJikPmfM</a> <a href="https://grok.com" target="_blank" rel="noreferrer noopener">https://grok.com</a> <a href="https://www.youtube.com/watch?v=_wTA90BYo30" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=_wTA90BYo30</a> <a href="https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data</a> <a href="https://x.com/ArtificialAnlys/status/1943166841150644622" target="_blank" rel="noreferrer noopener">https://x.com/ArtificialAnlys/status/1943166841150644622</a> <a href="https://x.com/elonmusk/status/1943192643439337753" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1943192643439337753</a> <a href="http://www.incompleteideas.net/IncIdeas/BitterLesson.html" target="_blank" rel="noreferrer noopener">http://www.incompleteideas.net/IncIdeas/BitterLesson.html</a> <a href="https://x.com/chamath/status/1943177837956968499" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1943177837956968499</a> <a href="https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser</a> <a href="https://x.com/perplexity_ai/status/1942969263305671143" target="_blank" rel="noreferrer noopener">https://x.com/perplexity_ai/status/1942969263305671143</a> <a href="https://x.com/elonmusk/status/1941584569523732930" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1941584569523732930</a> <a href="https://polymarket.com/event/will-elon-register-the-america-party-by" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-elon-register-the-america-party-by</a> <a href="https://ropercenter.cornell.edu/presidential-approval/highslows" target="_blank" rel="noreferrer noopener">https://ropercenter.cornell.edu/presidential-approval/highslows</a> <a href="https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/02/implementing-the-presidents-department-of-government-efficiency-workforce-optimization-initiative" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/02/implementing-the-presidents-department-of-government-efficiency-workforce-optimization-initiative</a> <a href="https://www.scotusblog.com/2025/07/supreme-court-allows-trump-administration-to-implement-plans-to-significantly-reduce-the-federal-workforce" target="_blank" rel="noreferrer noopener"> https://www.scotusblog.com/2025/07/supreme-court-allows-trump-administration-to-implement-plans-to-significantly-reduce-the-federal-workforce</a> <a href="https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works" target="_blank" rel="noreferrer noopener"> https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works</a> <a href="https://cei.org/publication/10kc-2025-numbers-of-rules" target="_blank" rel="noreferrer noopener">https://cei.org/publication/10kc-2025-numbers-of-rules</a> <a href="https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news" target="_blank" rel="noreferrer noopener"> https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news</a>]]></description><guid isPermaLink="false">21d5b663-d6d9-4ae1-a5c5-831ba141e2b9</guid><pubDate>Fri, 11 Jul 2025 21:28:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243519/allin_e235.mp3" length="130788786" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:36) How Grok can catch ChatGPT in usage, OpenAI's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence (46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome (58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026? (1:13:12) SCOTUS backs Trump over federal government RIF plans Follow Keith: <a href="https://x.com/rabois" target="_blank" rel="noreferrer noopener">https://x.com/rabois</a> Follow Travis: <a href="https://x.com/travisk" target="_blank" rel="noreferrer noopener">https://x.com/travisk</a> Get The Besties All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Join us at the All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ" target="_blank" rel="noreferrer noopener">http://bit.ly/4kyZqFJ</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html</a> <a href="https://www.youtube.com/watch?v=ZW5fJikPmfM" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=ZW5fJikPmfM</a> <a href="https://grok.com" target="_blank" rel="noreferrer noopener">https://grok.com</a> <a href="https://www.youtube.com/watch?v=_wTA90BYo30" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=_wTA90BYo30</a> <a href="https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data</a> <a href="https://x.com/ArtificialAnlys/status/1943166841150644622" target="_blank" rel="noreferrer noopener">https://x.com/ArtificialAnlys/status/1943166841150644622</a> <a href="https://x.com/elonmusk/status/1943192643439337753" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1943192643439337753</a> <a href="http://www.incompleteideas.net/IncIdeas/BitterLesson.html" target="_blank" rel="noreferrer noopener">http://www.incompleteideas.net/IncIdeas/BitterLesson.html</a> <a href="https://x.com/chamath/status/1943177837956968499" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5450</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/96f649a22bc1b375e2f28df111fd4c07.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO</title><link>https://www.spreaker.com/episode/big-beautiful-bill-elon-trump-dollar-down-big-harvard-s-money-problems-figma-ipo--75243455</link><description><![CDATA[(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings (1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI Get All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Join us at All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/1939049133362319363" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1939049133362319363</a> <a href="https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH" target="_blank" rel="noreferrer noopener"> https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH</a> <a href="https://x.com/Jason/status/1940546432190369871" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1940546432190369871</a> <a href="https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981</a> <a href="https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01</a> <a href="https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/" target="_blank" rel="noreferrer noopener"> https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/</a> <a href="https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech</a> <a href="https://x.com/chamath/status/1927373268828266795" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1927373268828266795</a> <a href="https://x.com/elonmusk/status/1939762942851027127" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1939762942851027127</a> <a href="https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02</a> <a href="https://x.com/RayDalio/status/1940507002037240242" target="_blank" rel="noreferrer noopener">https://x.com/RayDalio/status/1940507002037240242</a> <a href="https://x.com/balajis/status/1940094433699234181" target="_blank" rel="noreferrer noopener">https://x.com/balajis/status/1940094433699234181</a> <a href="https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html</a> <a href="https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale" target="_blank" rel="noreferrer noopener">https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale</a> <a href="https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8</a> <a href="https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders" target="_blank" rel="noreferrer noopener"> https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders</a> <a href="https://x.com/cremieuxrecueil/status/1937644999790985324" target="_blank" rel="noreferrer noopener">https://x.com/cremieuxrecueil/status/1937644999790985324</a> <a href="https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f</a> <a href="https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman</a> <a href="https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01</a> <a href="https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm</a> <a href="https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million" target="_blank" rel="noreferrer noopener"> https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million</a> <a href="https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025" target="_blank" rel="noreferrer noopener"> https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025</a> <a href="https://polymarket.com/event/fed-decision-in-september?tid=1751571922163" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/fed-decision-in-september?tid=1751571922163</a>]]></description><guid isPermaLink="false">d2ee9087-724c-4854-89e6-42adc88ea229</guid><pubDate>Fri, 04 Jul 2025 14:07:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243455/allin_e234_ch.mp3" length="122648334" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings (1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI Get All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Join us at All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/1939049133362319363" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1939049133362319363</a> <a href="https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH" target="_blank" rel="noreferrer noopener"> https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH</a> <a href="https://x.com/Jason/status/1940546432190369871" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1940546432190369871</a> <a href="https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981</a> <a href="https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01</a> <a href="https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/" target="_blank" rel="noreferrer noopener"> https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/</a> <a href="https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech</a> <a href="https://x.com/chamath/status/1927373268828266795" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1927373268828266795</a> <a href="https://x.com/elonmusk/status/1939762942851027127" target="_blank"...]]></itunes:summary><itunes:duration>5111</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/dd334fc2823c27c1afdb46d4c0a55220.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner</title><link>https://www.spreaker.com/episode/12-day-war-socialism-wins-in-nyc-stocks-all-time-high-ai-copyright-science-corner--75243527</link><description><![CDATA[(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor (1:06:02) Science Corner: Stem cell-driven aging reversal out of China (1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair? (1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings Get All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Join us at All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665</a> <a href="https://x.com/whitehouse/status/1938053287535616085" target="_blank" rel="noreferrer noopener">https://x.com/whitehouse/status/1938053287535616085</a> <a href="https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html" target="_blank" rel="noreferrer noopener"> https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html</a> <a href="https://x.com/DavidSacks/status/1936973199734079907" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1936973199734079907</a> <a href="https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio</a> <a href="https://x.com/BillClinton/status/1937937455065293017" target="_blank" rel="noreferrer noopener">https://x.com/BillClinton/status/1937937455065293017</a> <a href="https://x.com/chuckschumer/status/1937890929689420209" target="_blank" rel="noreferrer noopener">https://x.com/chuckschumer/status/1937890929689420209</a> <a href="https://www.cnn.com/2025/06/25/investing/stock-market-record-dow" target="_blank" rel="noreferrer noopener">https://www.cnn.com/2025/06/25/investing/stock-market-record-dow</a> <a href="https://fred.stlouisfed.org/series/M2SL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/M2SL</a> <a href="https://fred.stlouisfed.org/series/MMMFFAQ027S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/MMMFFAQ027S</a> <a href="https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department</a> <a href="https://polymarket.com/event/fed-decision-in-september?tid=1751083141866" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/fed-decision-in-september?tid=1751083141866</a> <a href="https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295</a> <a href="https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114</a> <a href="https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html</a> <a href="https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25</a>]]></description><guid isPermaLink="false">9d388242-f2e8-473b-bc03-a20c907b7efe</guid><pubDate>Sat, 28 Jun 2025 04:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243527/allin_e233_ch.mp3" length="154871339" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor (1:06:02) Science Corner: Stem cell-driven aging reversal out of China (1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair? (1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings Get All-In Tequila: <a href="https://tequila.allin.com" target="_blank" rel="noreferrer noopener">https://tequila.allin.com</a> Join us at All-In Summit: <a href="https://allin.com/summit" target="_blank" rel="noreferrer noopener">https://allin.com/summit</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665</a> <a href="https://x.com/whitehouse/status/1938053287535616085" target="_blank" rel="noreferrer noopener">https://x.com/whitehouse/status/1938053287535616085</a> <a href="https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html" target="_blank" rel="noreferrer noopener"> https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html</a> <a href="https://x.com/DavidSacks/status/1936973199734079907" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1936973199734079907</a> <a href="https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio</a> <a href="https://x.com/BillClinton/status/1937937455065293017" target="_blank" rel="noreferrer noopener">https://x.com/BillClinton/status/1937937455065293017</a> <a href="https://x.com/chuckschumer/status/1937890929689420209" target="_blank" rel="noreferrer noopener">https://x.com/chuckschumer/status/1937890929689420209</a> <a href="https://www.cnn.com/2025/06/25/investing/stock-market-record-dow" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4da19816b4d22929c6f2c6dec0e9b208.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate</title><link>https://www.spreaker.com/episode/ipos-and-spacs-are-back-mag-7-showdown-zuck-on-tilt-apple-s-fumble-genius-act-passes-senate--75243397</link><description><![CDATA[(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more (42:41) Why Apple is fumbling AI and how they can fix it? (57:02) IPOs and M&amp;A heating up in 2025 (1:16:18) State of liquidity: SPACs, Direct Listings, and more (1:25:40) Amazon's "kingmaker" position, job displacement (1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate (1:52:13) Animal trailer Follow Thomas Laffont: <a href="https://x.com/thomas_coatue" target="_blank" rel="noreferrer noopener">https://x.com/thomas_coatue</a> Animal Trailer: <a href="https://www.youtube.com/watch?v=8NNW5r63oXU" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=8NNW5r63oXU</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers</a> <a href="https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html</a> <a href="https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html</a> <a href="https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution" target="_blank" rel="noreferrer noopener"> https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution</a> <a href="https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18</a> <a href="https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5</a> <a href="https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05</a> <a href="https://x.com/JoannaStern/status/1933564098291048764" target="_blank" rel="noreferrer noopener">https://x.com/JoannaStern/status/1933564098291048764</a> <a href="https://www.youtube.com/watch?v=wCEkK1YzqBo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=wCEkK1YzqBo</a> <a href="https://x.com/chamath/status/1932157508698919320" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1932157508698919320</a> <a href="https://www.renaissancecapital.com/IPO-Center/Stats/Pricings" target="_blank" rel="noreferrer noopener">https://www.renaissancecapital.com/IPO-Center/Stats/Pricings</a> <a href="https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai" target="_blank" rel="noreferrer noopener"> https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai</a> <a href="https://x.com/chamath/status/1935369326321877153" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1935369326321877153</a> <a href="https://x.com/chamath/status/1935740807925100853" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1935740807925100853</a> <a href="https://www.google.com/finance/quote/COIN:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/COIN:NASDAQ</a> <a href="https://www.google.com/finance/quote/SPOT:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPOT:NYSE</a> <a href="https://x.com/ylecun/status/1935108028891861393" target="_blank" rel="noreferrer noopener">https://x.com/ylecun/status/1935108028891861393</a> <a href="https://x.com/ben_j_todd/status/1934284189928501482" target="_blank" rel="noreferrer noopener">https://x.com/ben_j_todd/status/1934284189928501482</a> <a href="https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0</a> <a href="https://companiesmarketcap.com/microsoft/revenue" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com/microsoft/revenue</a> <a href="https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0</a> <a href="https://www.youtube.com/watch?v=8NNW5r63oXU" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=8NNW5r63oXU</a>]]></description><guid isPermaLink="false">2fe4cf47-1892-4d10-9fe9-191485e8101d</guid><pubDate>Sat, 21 Jun 2025 02:53:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243397/allin_e232_ch.mp3" length="162345456" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more (42:41) Why Apple is fumbling AI and how they can fix it? (57:02) IPOs and M&amp;A heating up in 2025 (1:16:18) State of liquidity: SPACs, Direct Listings, and more (1:25:40) Amazon's "kingmaker" position, job displacement (1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate (1:52:13) Animal trailer Follow Thomas Laffont: <a href="https://x.com/thomas_coatue" target="_blank" rel="noreferrer noopener">https://x.com/thomas_coatue</a> Animal Trailer: <a href="https://www.youtube.com/watch?v=8NNW5r63oXU" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=8NNW5r63oXU</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers</a> <a href="https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html</a> <a href="https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html</a> <a href="https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution" target="_blank" rel="noreferrer noopener"> https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution</a> <a href="https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18</a> <a href="https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5</a> <a href="https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>6765</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/fb283ae02ae4984c2e2e39967079b818.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tony Robbins | All-In Live from Miami</title><link>https://www.spreaker.com/episode/tony-robbins-all-in-live-from-miami--75243499</link><description><![CDATA[(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">ebee11ad-22b2-4141-8aeb-97de581492b3</guid><pubDate>Thu, 19 Jun 2025 15:49:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243499/allin_mia25_tonyrobbins_ch.mp3" length="64905934" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2705</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0152a8dcf6f6aa72d5d3cc971397778f.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson</title><link>https://www.spreaker.com/episode/ice-raids-la-riots-strong-economic-data-politicized-fed-iran-war-with-tucker-carlson--75243468</link><description><![CDATA[**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids, LA riots, immigration debate (46:08) Strong macro data: inflation, tariff revenue, GDP, jobs (1:14:00) Big, Beautiful Bill update: State of the bill, Senate math, how Trump should handle dissent in Congress (1:29:15) War with Iran? Follow Tucker: <a href="https://x.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://x.com/TuckerCarlson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/opensourcezone/status/1932911958254366989" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932911958254366989</a> <a href="https://x.com/opensourcezone/status/1932632620140990635" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932632620140990635</a> <a href="https://x.com/opensourcezone/status/1932563726583882126" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932563726583882126</a> <a href="https://x.com/opensourcezone/status/1932633885822591032" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932633885822591032</a> <a href="https://x.com/opensourcezone/status/1932861766456738083" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932861766456738083</a> <a href="https://x.com/iapolls2022/status/1932476702644387955" target="_blank" rel="noreferrer noopener">https://x.com/iapolls2022/status/1932476702644387955</a> <a href="https://x.com/iapolls2022/status/1933156707275874743" target="_blank" rel="noreferrer noopener">https://x.com/iapolls2022/status/1933156707275874743</a> <a href="https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html" target="_blank" rel="noreferrer noopener"> https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html</a> <a href="https://www.wsj.com/articles/SB994028904620983237" target="_blank" rel="noreferrer noopener">https://www.wsj.com/articles/SB994028904620983237</a> <a href="https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard" target="_blank" rel="noreferrer noopener"> https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard</a> <a href="https://x.com/elonmusk/status/1931896196836081975" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1931896196836081975</a> <a href="https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them" target="_blank" rel="noreferrer noopener"> https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them</a> <a href="https://www.nytimes.com/2025/06/10/us/politics/fetterman-la-protests-anarchy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/06/10/us/politics/fetterman-la-protests-anarchy.html</a> <a href="https://www.newsweek.com/trump-tariff-revenue-may-2079077" target="_blank" rel="noreferrer noopener">https://www.newsweek.com/trump-tariff-revenue-may-2079077</a> <a href="https://www.cnbc.com/2025/06/11/heres-the-inflation-breakdown-for-may-2025-in-one-chart.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/06/11/heres-the-inflation-breakdown-for-may-2025-in-one-chart.html</a> <a href="https://www.atlantafed.org/cqer/research/gdpnow" target="_blank" rel="noreferrer noopener">https://www.atlantafed.org/cqer/research/gdpnow</a> <a href="https://x.com/eliant_capital/status/1932886788030541850" target="_blank" rel="noreferrer noopener">https://x.com/eliant_capital/status/1932886788030541850</a> <a href="https://bipartisanpolicy.org/report/deficit-tracker" target="_blank" rel="noreferrer noopener">https://bipartisanpolicy.org/report/deficit-tracker</a> <a href="https://www.nytimes.com/2025/06/11/climate/world-bank-nuclear-power-funding-ban.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/06/11/climate/world-bank-nuclear-power-funding-ban.html</a> <a href="https://x.com/DavidSacks/status/1932933894317162546" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1932933894317162546</a> <a href="https://www.jointheresponsibleparty.com/p/coming-soon" target="_blank" rel="noreferrer noopener">https://www.jointheresponsibleparty.com/p/coming-soon</a> <a href="https://trumpcard.gov" target="_blank" rel="noreferrer noopener">https://trumpcard.gov</a>]]></description><guid isPermaLink="false">351142f8-bfd1-4f5c-95b9-64ee4065c5c0</guid><pubDate>Fri, 13 Jun 2025 19:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243468/allin_e231_ch.mp3" length="147551296" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids, LA riots, immigration debate (46:08) Strong macro...</itunes:subtitle><itunes:summary><![CDATA[**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids, LA riots, immigration debate (46:08) Strong macro data: inflation, tariff revenue, GDP, jobs (1:14:00) Big, Beautiful Bill update: State of the bill, Senate math, how Trump should handle dissent in Congress (1:29:15) War with Iran? Follow Tucker: <a href="https://x.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://x.com/TuckerCarlson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/opensourcezone/status/1932911958254366989" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932911958254366989</a> <a href="https://x.com/opensourcezone/status/1932632620140990635" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932632620140990635</a> <a href="https://x.com/opensourcezone/status/1932563726583882126" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932563726583882126</a> <a href="https://x.com/opensourcezone/status/1932633885822591032" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932633885822591032</a> <a href="https://x.com/opensourcezone/status/1932861766456738083" target="_blank" rel="noreferrer noopener">https://x.com/opensourcezone/status/1932861766456738083</a> <a href="https://x.com/iapolls2022/status/1932476702644387955" target="_blank" rel="noreferrer noopener">https://x.com/iapolls2022/status/1932476702644387955</a> <a href="https://x.com/iapolls2022/status/1933156707275874743" target="_blank" rel="noreferrer noopener">https://x.com/iapolls2022/status/1933156707275874743</a> <a href="https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html" target="_blank" rel="noreferrer noopener"> https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html</a> <a href="https://www.wsj.com/articles/SB994028904620983237" target="_blank" rel="noreferrer noopener">https://www.wsj.com/articles/SB994028904620983237</a> <a href="https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard" target="_blank" rel="noreferrer noopener"> https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard</a> <a href="https://x.com/elonmusk/status/1931896196836081975" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6148</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4bf4f0b0177528f87353b3a733da48dd.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Jared Isaacman: What went wrong at NASA | The All-In Interview</title><link>https://www.spreaker.com/episode/jared-isaacman-what-went-wrong-at-nasa-the-all-in-interview--75243482</link><description><![CDATA[(0:00) David Friedberg welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial astronaut (16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things (31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry (48:31) The truth behind Jared's nomination being withdrawn by President Trump Follow Jared: <a href="https://x.com/rookisaacman" target="_blank" rel="noreferrer noopener">https://x.com/rookisaacman</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/114605559474286180" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114605559474286180</a> <a href="https://www.youtube.com/watch?v=3pv01sSq44w" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=3pv01sSq44w</a> <a href="https://x.com/elonmusk/status/1439412791815950336" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1439412791815950336</a> <a href="https://www.youtube.com/watch?v=MaJmUUtr2SI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=MaJmUUtr2SI</a>]]></description><guid isPermaLink="false">728926b2-037c-48f5-b643-fefa20fda153</guid><pubDate>Wed, 04 Jun 2025 17:49:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243482/allin_intv_isaacman_ch.mp3" length="87467617" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial astronaut (16:37) Becoming Trump's nominee to lead NASA,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial astronaut (16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things (31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry (48:31) The truth behind Jared's nomination being withdrawn by President Trump Follow Jared: <a href="https://x.com/rookisaacman" target="_blank" rel="noreferrer noopener">https://x.com/rookisaacman</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/114605559474286180" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114605559474286180</a> <a href="https://www.youtube.com/watch?v=3pv01sSq44w" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=3pv01sSq44w</a> <a href="https://x.com/elonmusk/status/1439412791815950336" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1439412791815950336</a> <a href="https://www.youtube.com/watch?v=MaJmUUtr2SI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=MaJmUUtr2SI</a>]]></itunes:summary><itunes:duration>3645</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/36152e85ef01f178b881365aa6b08517.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami</title><link>https://www.spreaker.com/episode/miami-mayor-francis-suarez-the-recipe-for-creating-america-s-happiest-city-all-in-live-from-miami--75243442</link><description><![CDATA[(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32) Addressing overregulation at the local level (17:05) Ambitions for his post-Mayor career (21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Thanks to our partners for helping make this happen! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow Mayor Suarez: <a href="https://x.com/francissuarez" target="_blank" rel="noreferrer noopener">https://x.com/francissuarez</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">16420179-fc58-43c0-b7fb-97b66f1197dc</guid><pubDate>Tue, 03 Jun 2025 19:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243442/allin_mia25_suarez_ch.mp3" length="34616979" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32) Addressing overregulation at the local level...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32) Addressing overregulation at the local level (17:05) Ambitions for his post-Mayor career (21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Thanks to our partners for helping make this happen! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow Mayor Suarez: <a href="https://x.com/francissuarez" target="_blank" rel="noreferrer noopener">https://x.com/francissuarez</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1443</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/e855f2a8e3dcda6b92f34858d451f7ca.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes</title><link>https://www.spreaker.com/episode/ai-doom-vs-boom-ea-cult-returns-bbb-upside-us-steel-and-golden-votes--75243521</link><description><![CDATA[(0:00) Bestie intros! (1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation (25:17) Doom vs Boom in AI: Job Destruction or Abundance? (52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues (1:17:14) US Steel/Nippon Steel deal: national champions and golden votes Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo" target="_blank" rel="noreferrer noopener"> https://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo</a> <a href="https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025</a> <a href="https://www.aipanic.news/p/the-ai-existential-risk-industrial" target="_blank" rel="noreferrer noopener">https://www.aipanic.news/p/the-ai-existential-risk-industrial</a> <a href="https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill</a> <a href="https://x.com/nypost/status/1760623631283954027" target="_blank" rel="noreferrer noopener">https://x.com/nypost/status/1760623631283954027</a> <a href="https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke" target="_blank" rel="noreferrer noopener"> https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke</a> <a href="https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken" target="_blank" rel="noreferrer noopener"> https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken</a> <a href="https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312" target="_blank" rel="noreferrer noopener"> https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312</a> <a href="https://x.com/chamath/status/1927847516500009363" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1927847516500009363</a> <a href="https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html</a> <a href="https://x.com/DavidSacks/status/1927796514337746989" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1927796514337746989</a> <a href="https://x.com/StephenM/status/1926715409807397204" target="_blank" rel="noreferrer noopener">https://x.com/StephenM/status/1926715409807397204</a> <a href="https://x.com/neilksethi/status/1926981646718206243" target="_blank" rel="noreferrer noopener">https://x.com/neilksethi/status/1926981646718206243</a> <a href="https://thehill.com/opinion/finance/5320248-the-bond-market-is-missing-the-real-big-beautiful-story" target="_blank" rel="noreferrer noopener"> https://thehill.com/opinion/finance/5320248-the-bond-market-is-missing-the-real-big-beautiful-story</a> <a href="https://x.com/chamath/status/1928536987558105122" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1928536987558105122</a> <a href="https://x.com/chamath/status/1927373268828266795" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1927373268828266795</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href="https://www.cnbc.com/2025/01/03/biden-blocks-us-steel-takeover-by-japans-nippon-steel-citing-national-security.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/01/03/biden-blocks-us-steel-takeover-by-japans-nippon-steel-citing-national-security.html</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/114558783827880495" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114558783827880495</a>]]></description><guid isPermaLink="false">7d6b7e0b-47b1-41a6-9e1f-b2240bfb1bf6</guid><pubDate>Sat, 31 May 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243521/allin_e230_ch.mp3" length="129146676" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation (25:17) Doom vs Boom in AI: Job Destruction or Abundance? (52:44) Big, Beautiful Bill cleanup and upside:...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation (25:17) Doom vs Boom in AI: Job Destruction or Abundance? (52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues (1:17:14) US Steel/Nippon Steel deal: national champions and golden votes Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo" target="_blank" rel="noreferrer noopener"> https://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo</a> <a href="https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025</a> <a href="https://www.aipanic.news/p/the-ai-existential-risk-industrial" target="_blank" rel="noreferrer noopener">https://www.aipanic.news/p/the-ai-existential-risk-industrial</a> <a href="https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill</a> <a href="https://x.com/nypost/status/1760623631283954027" target="_blank" rel="noreferrer noopener">https://x.com/nypost/status/1760623631283954027</a> <a href="https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke" target="_blank" rel="noreferrer noopener"> https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke</a> <a href="https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken" target="_blank" rel="noreferrer noopener"> https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken</a> <a href="https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312" target="_blank" rel="noreferrer noopener"> https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312</a> <a href="https://x.com/chamath/status/1927847516500009363" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1927847516500009363</a> <a href="https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html</a> <a href="https://x.com/DavidSacks/status/1927796514337746989" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5381</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/8b020db045432e5fab8c0d1f0f37132b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nico Rosberg on the Booming Business of F1 | All-In Live from Miami</title><link>https://www.spreaker.com/episode/nico-rosberg-on-the-booming-business-of-f1-all-in-live-from-miami--75243500</link><description><![CDATA[(0:00) The Besties welcome Nico Rosberg! (0:27) Nico's history with F1, what makes a great driver (6:24) The business of F1 (10:05) Teammate rivalries, why "Drive to Survive" works, future growth (16:48) Post-F1 career, best angel investments, becoming a VC (22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow Nico: <a href="https://x.com/nicorosberg" target="_blank" rel="noreferrer noopener">https://x.com/nicorosberg</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">17ea16b0-a312-4ab7-bbdd-297e0a57d83f</guid><pubDate>Thu, 29 May 2025 03:43:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243500/allin_mia25_nicorosberg_ch.mp3" length="35367573" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Nico Rosberg! (0:27) Nico's history with F1, what makes a great driver (6:24) The business of F1 (10:05) Teammate rivalries, why "Drive to Survive" works, future growth (16:48) Post-F1 career, best angel investments,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Nico Rosberg! (0:27) Nico's history with F1, what makes a great driver (6:24) The business of F1 (10:05) Teammate rivalries, why "Drive to Survive" works, future growth (16:48) Post-F1 career, best angel investments, becoming a VC (22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow Nico: <a href="https://x.com/nicorosberg" target="_blank" rel="noreferrer noopener">https://x.com/nicorosberg</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1474</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/49d4c5a3a51b4ed152ca9c40530934f8.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview</title><link>https://www.spreaker.com/episode/senator-ron-johnson-on-the-senate-showdown-over-trump-s-big-beautiful-bill-all-in-interview--75243493</link><description><![CDATA[(0:00) Friedberg and Chamath welcome Senator Ron Johnson (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt (14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality (24:53) Energy rescissions, future of DOGE (32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement (54:15) Next steps if the Big, Beautiful Bill passes (58:35) Post-interview recap Follow Senator Johnson: <a href="https://x.com/RonJohnsonWI" target="_blank" rel="noreferrer noopener">https://x.com/RonJohnsonWI</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">9e8e770d-0433-437e-aa7b-9b0ae8e83025</guid><pubDate>Sun, 25 May 2025 07:09:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243493/allin_intv_senjohnson_ch.mp3" length="88768520" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Friedberg and Chamath welcome Senator Ron Johnson (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt (14:33) Problems with growing our way out of debt, why elected officials are avoiding the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Friedberg and Chamath welcome Senator Ron Johnson (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt (14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality (24:53) Energy rescissions, future of DOGE (32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement (54:15) Next steps if the Big, Beautiful Bill passes (58:35) Post-interview recap Follow Senator Johnson: <a href="https://x.com/RonJohnsonWI" target="_blank" rel="noreferrer noopener">https://x.com/RonJohnsonWI</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3699</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/81227546c41b8eee8e20898967d55d58.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO</title><link>https://www.spreaker.com/episode/bond-crisis-looming-gop-abandons-doge-google-disrupts-search-with-ai-openai-buys-jony-ive-s-io--75243417</link><description><![CDATA[(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design startup for $6.5B (57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals (1:15:25) Science Corner: CRISPR breakthrough! (1:23:02) How increased energy production could solve America's fiscal problems Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889</a> <a href="https://www.cnbc.com/quotes/US10Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US10Y</a> <a href="https://x.com/KobeissiLetter/status/1925253934794342405" target="_blank" rel="noreferrer noopener">https://x.com/KobeissiLetter/status/1925253934794342405</a> <a href="https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&amp;window=5D" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&amp;window=5D</a> <a href="https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/" target="_blank" rel="noreferrer noopener"> https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/</a> <a href="https://x.com/JessicaBRiedl/status/1925257429408756087" target="_blank" rel="noreferrer noopener">https://x.com/JessicaBRiedl/status/1925257429408756087</a> <a href="https://www.google.com/finance/quote/BTC-USD" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BTC-USD</a> <a href="https://www.google.com/finance/quote/GCW00:COMEX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GCW00:COMEX</a> <a href="https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493</a> <a href="https://x.com/chamath/status/1925568992959492156" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1925568992959492156</a> <a href="https://x.com/chamath/status/1925590496103342114" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1925590496103342114</a> <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://blog.google/products/google-one/google-ai-ultra" target="_blank" rel="noreferrer noopener">https://blog.google/products/google-one/google-ai-ultra</a> <a href="https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005</a> <a href="https://x.com/BenGeskin/status/1925579528933372198" target="_blank" rel="noreferrer noopener">https://x.com/BenGeskin/status/1925579528933372198</a> <a href="https://x.com/DavidSacks/status/1924817118370951238" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1924817118370951238</a> <a href="https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure" target="_blank" rel="noreferrer noopener"> https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure</a>]]></description><guid isPermaLink="false">4ac174c0-a5a6-4ac9-92c3-b1ecfbb17f71</guid><pubDate>Sat, 24 May 2025 06:43:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243417/allin_e229.mp3" length="135253182" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design startup for $6.5B (57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals (1:15:25) Science Corner: CRISPR breakthrough! (1:23:02) How increased energy production could solve America's fiscal problems Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889</a> <a href="https://www.cnbc.com/quotes/US10Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US10Y</a> <a href="https://x.com/KobeissiLetter/status/1925253934794342405" target="_blank" rel="noreferrer noopener">https://x.com/KobeissiLetter/status/1925253934794342405</a> <a href="https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&amp;window=5D" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&amp;window=5D</a> <a href="https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/" target="_blank" rel="noreferrer noopener"> https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/</a> <a href="https://x.com/JessicaBRiedl/status/1925257429408756087" target="_blank" rel="noreferrer noopener">https://x.com/JessicaBRiedl/status/1925257429408756087</a> <a href="https://www.google.com/finance/quote/BTC-USD" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BTC-USD</a> <a href="https://www.google.com/finance/quote/GCW00:COMEX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GCW00:COMEX</a> <a href="https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493</a> <a href="https://x.com/chamath/status/1925568992959492156" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1925568992959492156</a> <a href="https://x.com/chamath/status/1925590496103342114" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1925590496103342114</a> <a...]]></itunes:summary><itunes:duration>5636</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/43c639e7ead934cc4151283fb4ef7bf9.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami</title><link>https://www.spreaker.com/episode/antonio-gracias-doge-updates-voter-fraud-arrests-finding-big-balls-all-in-live-from-miami--75243464</link><description><![CDATA[(0:00) The Besties welcome Antonio Gracias! (0:30) DOGE updates: Government complexity worse than imagined, how to fix it (9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service (15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system (22:12) Fixing immigration in the US  Thanks to our partners for helping make this happen! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow Antonio: <a href="https://x.com/AntonioGracias" target="_blank" rel="noreferrer noopener">https://x.com/AntonioGracias</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">d8b8af14-98d3-4fc4-920c-eea6f8af0ef5</guid><pubDate>Wed, 21 May 2025 16:57:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243464/allin_mia25_antonio_ch.mp3" length="41256506" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Antonio Gracias! (0:30) DOGE updates: Government complexity worse than imagined, how to fix it (9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service (15:54) Voter fraud...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Antonio Gracias! (0:30) DOGE updates: Government complexity worse than imagined, how to fix it (9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service (15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system (22:12) Fixing immigration in the US  Thanks to our partners for helping make this happen! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow Antonio: <a href="https://x.com/AntonioGracias" target="_blank" rel="noreferrer noopener">https://x.com/AntonioGracias</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1719</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/508f0d4d51a15a61abcd19ab3a22ebff.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sergey Brin, Google Co-Founder | All-In Live from Miami</title><link>https://www.spreaker.com/episode/sergey-brin-google-co-founder-all-in-live-from-miami--75243422</link><description><![CDATA[(0:00) The Besties welcome Sergey Brin! (0:40) Sergey on his return to Google, and how an OpenAI employee played a role! (5:58) AI's true superpower and the next jump (12:23) AI robotics: humanoids and other form factors (17:07) Future of foundational models and open-source (19:59) Human-computer interaction in the age of AI (31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffec" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffec</a>]]></description><guid isPermaLink="false">eb289a06-8dd3-4463-ad12-076d1a43f397</guid><pubDate>Tue, 20 May 2025 02:37:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243422/allin_mia25_sergey_ch.mp3" length="48099904" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Sergey Brin! (0:40) Sergey on his return to Google, and how an OpenAI employee played a role! (5:58) AI's true superpower and the next jump (12:23) AI robotics: humanoids and other form factors (17:07) Future of foundational...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Sergey Brin! (0:40) Sergey on his return to Google, and how an OpenAI employee played a role! (5:58) AI's true superpower and the next jump (12:23) AI robotics: humanoids and other form factors (17:07) Future of foundational models and open-source (19:59) Human-computer interaction in the age of AI (31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: <a href="https://www.okx.com" target="_blank" rel="noreferrer noopener">https://www.okx.com</a> Check out Circle: <a href="https://www.circle.com" target="_blank" rel="noreferrer noopener">https://www.circle.com</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffec" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffec</a>]]></itunes:summary><itunes:duration>2005</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/2780f2abeb45a9c3f2616232d64da73a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro</title><link>https://www.spreaker.com/episode/trump-s-big-week-middle-east-trip-china-deal-pharma-eo-big-beautiful-bill-with-ben-shapiro--75243511</link><description><![CDATA[(0:00) The Besties welcome Ben Shapiro! (1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament (7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East" (35:18) US-China deal: is the tide turning on tariffs? (46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral (1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others (1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention? Follow Ben Shapiro: <a href="https://x.com/benshapiro" target="_blank" rel="noreferrer noopener">https://x.com/benshapiro</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar</a> <a href="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia</a> <a href="https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east</a> <a href="https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment</a> <a href="https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html</a> <a href="https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html</a> <a href="https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12</a> <a href="https://www.cnn.com/2019/07/02/politics/donald-trump-dictators-kim-jong-un-vladimir-putin" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2019/07/02/politics/donald-trump-dictators-kim-jong-un-vladimir-putin</a> <a href="https://newrepublic.com/post/185836/trump-brags-dictators-orban-debate-harris" target="_blank" rel="noreferrer noopener"> https://newrepublic.com/post/185836/trump-brags-dictators-orban-debate-harris</a> <a href="https://www.cnbc.com/quotes/US30Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US30Y</a> <a href="https://www.politico.com/live-updates/2025/05/14/congress/the-titanic-johnson-predicts-houses-big-beautiful-reconciliation-bill-will-sink-in-the-senate-00348310" target="_blank" rel="noreferrer noopener"> https://www.politico.com/live-updates/2025/05/14/congress/the-titanic-johnson-predicts-houses-big-beautiful-reconciliation-bill-will-sink-in-the-senate-00348310</a> <a href="https://fred.stlouisfed.org/series/GFDEBTN" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEBTN</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEGDQ188S</a> <a href="https://www.nytimes.com/2025/05/12/opinion/josh-hawley-dont-cut-medicaid.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/05/12/opinion/josh-hawley-dont-cut-medicaid.html</a> <a href="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-put-american-patients-first-by-lowering-drug-prices-and-stopping-foreign-free-riding-on-american-pharmaceutical-innovation/" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-put-american-patients-first-by-lowering-drug-prices-and-stopping-foreign-free-riding-on-american-pharmaceutical-innovation/</a>]]></description><guid isPermaLink="false">3cb9b83c-92bc-4f05-a1e4-7070aef4b737</guid><pubDate>Sat, 17 May 2025 04:04:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243511/allin_e228.mp3" length="140165628" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Ben Shapiro! (1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament (7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East" (35:18) US-China deal: is the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Ben Shapiro! (1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament (7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East" (35:18) US-China deal: is the tide turning on tariffs? (46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral (1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others (1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention? Follow Ben Shapiro: <a href="https://x.com/benshapiro" target="_blank" rel="noreferrer noopener">https://x.com/benshapiro</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar</a> <a href="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia</a> <a href="https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east</a> <a href="https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment</a> <a href="https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html</a> <a href="https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html</a> <a href="https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12</a> <a...]]></itunes:summary><itunes:duration>5841</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/34c8cf417f61581fe7a1436351b78458.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sundar Pichai, CEO of Alphabet | The All-In Interview</title><link>https://www.spreaker.com/episode/sundar-pichai-ceo-of-alphabet-the-all-in-interview--75243502</link><description><![CDATA[(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user (15:32) Infrastructure advantage, foundational model differentiation (25:08) Future of human-computer interaction, hardware, competitive landscape in AI (35:29) Energy constraints in AI (41:20) Google's progress in quantum computing and robotics (47:56) Culture, coddling, and talent recruitment in the age of AI (56:50) Does he consider Alphabet a holding company searching for Google's next $100B business? Follow Sundar: <a href="https://x.com/sundarpichai" target="_blank" rel="noreferrer noopener">https://x.com/sundarpichai</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">ee6e4168-5b1d-4994-b55f-e717c183ed24</guid><pubDate>Fri, 16 May 2025 05:36:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243502/250514_allin_intv_sundarpichai.mp3" length="89782373" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user (15:32) Infrastructure advantage, foundational model differentiation (25:08) Future of human-computer...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user (15:32) Infrastructure advantage, foundational model differentiation (25:08) Future of human-computer interaction, hardware, competitive landscape in AI (35:29) Energy constraints in AI (41:20) Google's progress in quantum computing and robotics (47:56) Culture, coddling, and talent recruitment in the age of AI (56:50) Does he consider Alphabet a holding company searching for Google's next $100B business? Follow Sundar: <a href="https://x.com/sundarpichai" target="_blank" rel="noreferrer noopener">https://x.com/sundarpichai</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3741</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a60c9113f5c4dc698464a87838563539.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World</title><link>https://www.spreaker.com/episode/fed-hesitates-on-tariffs-the-new-mag-7-death-of-vc-google-s-value-in-a-post-search-world--75243510</link><description><![CDATA[(0:00) The Besties intro Philippe Laffont! (2:12) Miami F1 Recap! (12:10) Fed holds rates steady on tariff uncertainty (32:47) Google drops after Apple sees fall in search queries on Safari (56:48) Creating a new Mag 7 (1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor Follow Philippe Laffont: <a href="https://x.com/plaffont" target="_blank" rel="noreferrer noopener">https://x.com/plaffont</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114</a> <a href="https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm" target="_blank" rel="noreferrer noopener"> https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm</a> <a href="https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price" target="_blank" rel="noreferrer noopener"> https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price</a> <a href="https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout</a> <a href="https://blog.google/products/search/statement-press-reports-about-search-traffic" target="_blank" rel="noreferrer noopener"> https://blog.google/products/search/statement-press-reports-about-search-traffic</a> <a href="https://x.com/EconomyApp/status/1915501252420784499" target="_blank" rel="noreferrer noopener">https://x.com/EconomyApp/status/1915501252420784499</a> <a href="https://x.com/Similarweb/status/1920026287625658628" target="_blank" rel="noreferrer noopener">https://x.com/Similarweb/status/1920026287625658628</a> <a href="https://openai.com/index/leadership-expansion-with-fidji-simo" target="_blank" rel="noreferrer noopener">https://openai.com/index/leadership-expansion-with-fidji-simo</a> <a href="https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf" target="_blank" rel="noreferrer noopener"> https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf</a> <a href="https://stockanalysis.com/ipos/statistics" target="_blank" rel="noreferrer noopener">https://stockanalysis.com/ipos/statistics</a>]]></description><guid isPermaLink="false">0effa03a-025a-4c45-ba57-6ee1b7f1b0b3</guid><pubDate>Fri, 09 May 2025 20:26:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243510/allin_e227.mp3" length="138439331" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties intro Philippe Laffont! (2:12) Miami F1 Recap! (12:10) Fed holds rates steady on tariff uncertainty (32:47) Google drops after Apple sees fall in search queries on Safari (56:48) Creating a new Mag 7 (1:07:00) Private markets: Is...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties intro Philippe Laffont! (2:12) Miami F1 Recap! (12:10) Fed holds rates steady on tariff uncertainty (32:47) Google drops after Apple sees fall in search queries on Safari (56:48) Creating a new Mag 7 (1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor Follow Philippe Laffont: <a href="https://x.com/plaffont" target="_blank" rel="noreferrer noopener">https://x.com/plaffont</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114</a> <a href="https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm" target="_blank" rel="noreferrer noopener"> https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm</a> <a href="https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price" target="_blank" rel="noreferrer noopener"> https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price</a> <a href="https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout</a> <a href="https://blog.google/products/search/statement-press-reports-about-search-traffic" target="_blank" rel="noreferrer noopener"> https://blog.google/products/search/statement-press-reports-about-search-traffic</a> <a href="https://x.com/EconomyApp/status/1915501252420784499" target="_blank" rel="noreferrer noopener">https://x.com/EconomyApp/status/1915501252420784499</a> <a href="https://x.com/Similarweb/status/1920026287625658628" target="_blank" rel="noreferrer noopener">https://x.com/Similarweb/status/1920026287625658628</a> <a href="https://openai.com/index/leadership-expansion-with-fidji-simo" target="_blank" rel="noreferrer noopener">https://openai.com/index/leadership-expansion-with-fidji-simo</a> <a href="https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf" target="_blank" rel="noreferrer noopener"> https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf</a> <a...]]></itunes:summary><itunes:duration>5769</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/3854b00c2efa5375af5d9927a232babc.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Doug Burgum, Secretary of the Interior | All-In DC</title><link>https://www.spreaker.com/episode/doug-burgum-secretary-of-the-interior-all-in-dc--75243507</link><description><![CDATA[(0:00) David Friedberg introduces Secretary Doug Burgum (2:11) Burgum's background and how it led to his role in the administration (10:56) The state of American energy and how we got here (22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance (34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt (42:25) Mining, overseeing the EPA, aligning agencies with outcomes Follow Secretary Burgum: <a href="https://x.com/SecretaryBurgum" target="_blank" rel="noreferrer noopener">https://x.com/SecretaryBurgum</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">9809ee82-24df-4c61-9380-b8de1e964921</guid><pubDate>Tue, 06 May 2025 22:11:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243507/allin_dc_burgum_ch.mp3" length="74316063" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg introduces Secretary Doug Burgum (2:11) Burgum's background and how it led to his role in the administration (10:56) The state of American energy and how we got here (22:32) America's energy emergency: AI, unlocking potential,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg introduces Secretary Doug Burgum (2:11) Burgum's background and how it led to his role in the administration (10:56) The state of American energy and how we got here (22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance (34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt (42:25) Mining, overseeing the EPA, aligning agencies with outcomes Follow Secretary Burgum: <a href="https://x.com/SecretaryBurgum" target="_blank" rel="noreferrer noopener">https://x.com/SecretaryBurgum</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3097</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/183f3ad8df68c56fa3c7616a70c84121.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Brooke Rollins, Secretary of Agriculture | All-In DC</title><link>https://www.spreaker.com/episode/brooke-rollins-secretary-of-agriculture-all-in-dc--75243491</link><description><![CDATA[(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins! (1:32) How she ended up in Trump's two administrations, history of the USDA (16:56) Trump's first 100 days, what needs to be reformed in the USDA (21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration (30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background (34:33) State of US farming in 2025, labor costs, opening up new markets, and more (42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation Follow Secretary Rollins: <a href="https://x.com/SecRollins" target="_blank" rel="noreferrer noopener">https://x.com/SecRollins</a> <a href="https://x.com/BrookeLRollins" target="_blank" rel="noreferrer noopener">https://x.com/BrookeLRollins</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">73fed2a1-13e1-4fac-9742-4e47450187b6</guid><pubDate>Sun, 04 May 2025 16:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243491/250429_allin_intv_rollins_ch.mp3" length="72034911" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins! (1:32) How she ended up in Trump's two administrations, history of the USDA (16:56) Trump's first 100 days, what needs to be reformed in the USDA (21:31) SNAP's massive impact on...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins! (1:32) How she ended up in Trump's two administrations, history of the USDA (16:56) Trump's first 100 days, what needs to be reformed in the USDA (21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration (30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background (34:33) State of US farming in 2025, labor costs, opening up new markets, and more (42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation Follow Secretary Rollins: <a href="https://x.com/SecRollins" target="_blank" rel="noreferrer noopener">https://x.com/SecRollins</a> <a href="https://x.com/BrookeLRollins" target="_blank" rel="noreferrer noopener">https://x.com/BrookeLRollins</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3002</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/32d5fba49e1aa20d3fdc62f33fd6a0a2.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down</title><link>https://www.spreaker.com/episode/trump-s-first-100-days-tariffs-impact-trade-ai-agents-amazon-backs-down--75243488</link><description><![CDATA[(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its tariff pricing feature, national security issues (1:04:13) AI agents, 1,000,000X'ing AI, and more Follow Aaron Levie: <a href="https://x.com/levie" target="_blank" rel="noreferrer noopener">https://x.com/levie</a> Follow Ryan Petersen: <a href="https://x.com/typesfast" target="_blank" rel="noreferrer noopener">https://x.com/typesfast</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://en.wikipedia.org/wiki/OODA_loop" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/OODA_loop</a> <a href="https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146</a> <a href="https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html</a> <a href="https://x.com/Molson_Hart/status/1915248938753392642" target="_blank" rel="noreferrer noopener">https://x.com/Molson_Hart/status/1915248938753392642</a> <a href="https://x.com/SecScottBessent/status/1917697018551754802" target="_blank" rel="noreferrer noopener">https://x.com/SecScottBessent/status/1917697018551754802</a> <a href="https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html</a> <a href="https://x.com/chamath/status/1908239828283777393" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1908239828283777393</a> <a href="https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo</a> <a href="https://manus.im" target="_blank" rel="noreferrer noopener">https://manus.im</a> <a href="https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo</a> <a href="https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369</a>]]></description><guid isPermaLink="false">6a90b207-7de1-4449-843f-9f48a04fc3c1</guid><pubDate>Fri, 02 May 2025 23:31:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243488/allin_e226_2.mp3" length="136923255" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its tariff pricing feature, national security issues (1:04:13) AI agents, 1,000,000X'ing AI, and more Follow Aaron Levie: <a href="https://x.com/levie" target="_blank" rel="noreferrer noopener">https://x.com/levie</a> Follow Ryan Petersen: <a href="https://x.com/typesfast" target="_blank" rel="noreferrer noopener">https://x.com/typesfast</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://en.wikipedia.org/wiki/OODA_loop" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/OODA_loop</a> <a href="https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146</a> <a href="https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html</a> <a href="https://x.com/Molson_Hart/status/1915248938753392642" target="_blank" rel="noreferrer noopener">https://x.com/Molson_Hart/status/1915248938753392642</a> <a href="https://x.com/SecScottBessent/status/1917697018551754802" target="_blank" rel="noreferrer noopener">https://x.com/SecScottBessent/status/1917697018551754802</a> <a href="https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html</a> <a href="https://x.com/chamath/status/1908239828283777393" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1908239828283777393</a> <a href="https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo</a> <a href="https://manus.im" target="_blank" rel="noreferrer noopener">https://manus.im</a> <a href="https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo</a> <a...]]></itunes:summary><itunes:duration>5706</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/e37102010c9e08e1f1bfd0bc8b37ddd8.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery</title><link>https://www.spreaker.com/episode/trump-rally-or-bessent-put-elon-back-at-tesla-google-s-gemini-problem-china-s-thorium-discovery--75243525</link><description><![CDATA[(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough Follow Andrew: <a href="https://x.com/andrewrsorkin" target="_blank" rel="noreferrer noopener">https://x.com/andrewrsorkin</a> Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&amp;window=5D" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&amp;window=5D</a> <a href="https://x.com/nic__carter/status/1909066161464959070" target="_blank" rel="noreferrer noopener">https://x.com/nic__carter/status/1909066161464959070</a> <a href="https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html</a> <a href="https://x.com/TheTranscript_/status/1915116330534998440" target="_blank" rel="noreferrer noopener">https://x.com/TheTranscript_/status/1915116330534998440</a> <a href="https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372</a> <a href="https://truthsocial.com/@realDonaldTrump" target="_blank" rel="noreferrer noopener">https://truthsocial.com/@realDonaldTrump</a> <a href="https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html</a> <a href="https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev</a> <a href="https://x.com/EconomyApp/status/1915501252420784499" target="_blank" rel="noreferrer noopener">https://x.com/EconomyApp/status/1915501252420784499</a> <a href="https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech" target="_blank" rel="noreferrer noopener"> https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech</a> <a href="https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025</a> <a href="https://doge.gov/savings" target="_blank" rel="noreferrer noopener">https://doge.gov/savings</a> <a href="https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet</a> <a href="https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty" target="_blank" rel="noreferrer noopener"> https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty</a> <a href="https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28</a>]]></description><guid isPermaLink="false">e471262a-fa5b-4932-9fc1-7a9f559df5ab</guid><pubDate>Sat, 26 Apr 2025 06:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243525/allin_e225.mp3" length="129265364" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough Follow Andrew: <a href="https://x.com/andrewrsorkin" target="_blank" rel="noreferrer noopener">https://x.com/andrewrsorkin</a> Follow the besties:  <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&amp;window=5D" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&amp;window=5D</a> <a href="https://x.com/nic__carter/status/1909066161464959070" target="_blank" rel="noreferrer noopener">https://x.com/nic__carter/status/1909066161464959070</a> <a href="https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html</a> <a href="https://x.com/TheTranscript_/status/1915116330534998440" target="_blank" rel="noreferrer noopener">https://x.com/TheTranscript_/status/1915116330534998440</a> <a href="https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372</a> <a href="https://truthsocial.com/@realDonaldTrump" target="_blank" rel="noreferrer noopener">https://truthsocial.com/@realDonaldTrump</a> <a href="https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html</a> <a href="https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev</a> <a href="https://x.com/EconomyApp/status/1915501252420784499" target="_blank" rel="noreferrer noopener">https://x.com/EconomyApp/status/1915501252420784499</a> <a href="https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5386</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/53e48e156b06e9ae9a8b0b389bad661f.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon</title><link>https://www.spreaker.com/episode/trump-vs-harvard-nvidia-export-controls-how-dei-killed-hollywood-with-tim-dillon--75243430</link><description><![CDATA[(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: <a href="https://x.com/TimJDillon" target="_blank" rel="noreferrer noopener">https://x.com/TimJDillon</a> Check out Tim's new special: <a href="https://www.netflix.com/title/81992010" target="_blank" rel="noreferrer noopener">https://www.netflix.com/title/81992010</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=wUzmVo2dZNs" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=wUzmVo2dZNs</a> <a href="https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ</a> <a href="https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866</a> <a href="https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08</a> <a href="https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800" target="_blank" rel="noreferrer noopener"> https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800</a> <a href="https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805" target="_blank" rel="noreferrer noopener"> https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805</a> <a href="https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08</a> <a href="https://www.bis.gov" target="_blank" rel="noreferrer noopener">https://www.bis.gov</a> <a href="https://www.cnbc.com/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html</a> <a href="https://www.bloomberg.com/news/articles/2025-03-31/trump-administration-to-review-billions-in-grants-to-harvard" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-03-31/trump-administration-to-review-billions-in-grants-to-harvard</a> <a href="https://www.harvard.edu/research-funding/wp-content/uploads/sites/16/2025/04/Letter-Sent-to-Harvard-2025-04-11.pdf" target="_blank" rel="noreferrer noopener"> https://www.harvard.edu/research-funding/wp-content/uploads/sites/16/2025/04/Letter-Sent-to-Harvard-2025-04-11.pdf</a> <a href="https://www.harvard.edu/president/news/2025/the-promise-of-american-higher-education" target="_blank" rel="noreferrer noopener"> https://www.harvard.edu/president/news/2025/the-promise-of-american-higher-education</a> <a href="https://apnews.com/article/harvard-trump-administration-federal-cuts-antisemitism-0a1fb70a2c1055bda7c4c5a5c476e18d" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/harvard-trump-administration-federal-cuts-antisemitism-0a1fb70a2c1055bda7c4c5a5c476e18d</a> <a href="https://www.cnn.com/2025/04/16/politics/irs-harvard-tax-exempt-status/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2025/04/16/politics/irs-harvard-tax-exempt-status/index.html</a> <a href="https://www.boston.com/news/local-news/2024/09/05/harvard-comes-in-dead-last-in-nationwide-free-speech-rankings" target="_blank" rel="noreferrer noopener"> https://www.boston.com/news/local-news/2024/09/05/harvard-comes-in-dead-last-in-nationwide-free-speech-rankings</a> <a href="https://en.wikipedia.org/wiki/Bob_Jones_University_v._United_States" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Bob_Jones_University_v._United_States</a> <a href="https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard</a> <a href="https://www.thecrimson.com/article/2022/7/13/faculty-survey-political-leaning" target="_blank" rel="noreferrer noopener"> https://www.thecrimson.com/article/2022/7/13/faculty-survey-political-leaning</a> <a href="https://www.reuters.com/world/europe/ukraines-parliament-extends-martial-law-until-august-2025-04-16" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/europe/ukraines-parliament-extends-martial-law-until-august-2025-04-16</a> <a href="https://www.nature.com/articles/s41586-023-06537-z" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41586-023-06537-z</a> <a href="https://www.nature.com/articles/d41586-025-00848-z" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/d41586-025-00848-z</a> <a href="https://www.researchgate.net/publication/389907980_Organelle-tuning_condition_robustly_fabricates_energetic_mitochondria_for_cartilage_regeneration/fulltext/67d8575e478c5a3feda50563/Organelle-tuning-condition-robustly-fabricates-energetic-mitochondria-for-cartilage-regeneration.pdf" target="_blank" rel="noreferrer noopener"> https://www.researchgate.net/publication/389907980_Organelle-tuning_condition_robustly_fabricates_energetic_mitochondria_for_cartilage_regeneration/fulltext/67d8575e478c5a3feda50563/Organelle-tuning-condition-robustly-fabricates-energetic-mitochondria-for-cartilage-regeneration.pdf</a> <a href="https://www.foxnews.com/media/george-clooney-calls-breaking-biden-2024-his-civic-duty-says-democrats-werent-telling-truth" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/media/george-clooney-calls-breaking-biden-2024-his-civic-duty-says-democrats-werent-telling-truth</a>]]></description><guid isPermaLink="false">0559279b-fb74-4c9d-8d36-d6669ff43cbe</guid><pubDate>Sat, 19 Apr 2025 00:14:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243430/allin_e224_1.mp3" length="141943822" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: <a href="https://x.com/TimJDillon" target="_blank" rel="noreferrer noopener">https://x.com/TimJDillon</a> Check out Tim's new special: <a href="https://www.netflix.com/title/81992010" target="_blank" rel="noreferrer noopener">https://www.netflix.com/title/81992010</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=wUzmVo2dZNs" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=wUzmVo2dZNs</a> <a href="https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ</a> <a href="https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866</a> <a href="https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08</a> <a href="https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800" target="_blank" rel="noreferrer noopener"> https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800</a> <a href="https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805" target="_blank" rel="noreferrer noopener"> https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805</a> <a href="https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08</a> <a...]]></itunes:summary><itunes:duration>5915</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/897221bffa6101abb11d0dfd20885271.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein</title><link>https://www.spreaker.com/episode/the-great-tariff-debate-with-david-sacks-larry-summers-and-ezra-klein--75243451</link><description><![CDATA[(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO  (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Recession chances, How the Trump administration gathers information (1:19:39) Future of the Democratic Party, Abundance agenda, DOGE (1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: <a href="https://x.com/LHSummers" target="_blank" rel="noreferrer noopener">https://x.com/LHSummers</a> Follow Ezra: <a href="https://x.com/ezraklein" target="_blank" rel="noreferrer noopener">https://x.com/ezraklein</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/114309144289505174" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114309144289505174</a> <a href="https://x.com/WhiteHouse/status/1910058352278708638" target="_blank" rel="noreferrer noopener">https://x.com/WhiteHouse/status/1910058352278708638</a> <a href="https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8</a> <a href="https://breakthroughprize.org" target="_blank" rel="noreferrer noopener">https://breakthroughprize.org</a>]]></description><guid isPermaLink="false">acf9b94e-292a-4be5-a7b6-db409800db6e</guid><pubDate>Fri, 11 Apr 2025 21:47:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243451/allin_e223_1.mp3" length="175633838" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO  (46:14) Is the US being exploited on trade? Was free...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO  (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Recession chances, How the Trump administration gathers information (1:19:39) Future of the Democratic Party, Abundance agenda, DOGE (1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: <a href="https://x.com/LHSummers" target="_blank" rel="noreferrer noopener">https://x.com/LHSummers</a> Follow Ezra: <a href="https://x.com/ezraklein" target="_blank" rel="noreferrer noopener">https://x.com/ezraklein</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/114309144289505174" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114309144289505174</a> <a href="https://x.com/WhiteHouse/status/1910058352278708638" target="_blank" rel="noreferrer noopener">https://x.com/WhiteHouse/status/1910058352278708638</a> <a href="https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8</a> <a href="https://breakthroughprize.org" target="_blank" rel="noreferrer noopener">https://breakthroughprize.org</a>]]></itunes:summary><itunes:duration>7318</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1431462e9f1570b8f76640292d1d42a9.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias</title><link>https://www.spreaker.com/episode/doge-updates-liberation-day-tariff-reactions-with-ben-shapiro-and-antonio-gracias--75243496</link><description><![CDATA[(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a Dem strategy to expand their voter base? (39:55) Tariffs: Liberation Day chaos, reactions, strategy (55:26) Impact, consequences, and risks for the Trump Administration (1:13:50) How the US can thrive in a high-tariff world (1:31:33) Future US political landscape if the tariff strategy fails (1:42:27) Chamath recaps his best-performing asset of 2025 + wrap Follow Antonio: <a href="https://x.com/AntonioGracias" target="_blank" rel="noreferrer noopener">https://x.com/AntonioGracias</a> Follow Ben: <a href="https://x.com/benshapiro" target="_blank" rel="noreferrer noopener">https://x.com/benshapiro</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/AntonioGracias/status/1906877800511893670" target="_blank" rel="noreferrer noopener">https://x.com/AntonioGracias/status/1906877800511893670</a> <a href="https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860</a> <a href="https://x.com/Geiger_Capital/status/1907553323387072774" target="_blank" rel="noreferrer noopener">https://x.com/Geiger_Capital/status/1907553323387072774</a> <a href="https://x.com/enriqueabeyta/status/1907796286763409439" target="_blank" rel="noreferrer noopener">https://x.com/enriqueabeyta/status/1907796286763409439</a> <a href="https://x.com/Geiger_Capital/status/1907622848149037509" target="_blank" rel="noreferrer noopener">https://x.com/Geiger_Capital/status/1907622848149037509</a> <a href="https://x.com/litcapital/status/1907813630227173534" target="_blank" rel="noreferrer noopener">https://x.com/litcapital/status/1907813630227173534</a> <a href="https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0</a> <a href="https://www.hoover.org/publications/goodfellows" target="_blank" rel="noreferrer noopener">https://www.hoover.org/publications/goodfellows</a> <a href="https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486</a>]]></description><guid isPermaLink="false">51b6413f-bd97-4c51-914a-2a389d125f0b</guid><pubDate>Sat, 05 Apr 2025 19:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243496/allin_e222.mp3" length="164574636" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a Dem strategy to expand their voter base? (39:55) Tariffs: Liberation Day chaos, reactions, strategy (55:26) Impact, consequences, and risks for the Trump Administration (1:13:50) How the US can thrive in a high-tariff world (1:31:33) Future US political landscape if the tariff strategy fails (1:42:27) Chamath recaps his best-performing asset of 2025 + wrap Follow Antonio: <a href="https://x.com/AntonioGracias" target="_blank" rel="noreferrer noopener">https://x.com/AntonioGracias</a> Follow Ben: <a href="https://x.com/benshapiro" target="_blank" rel="noreferrer noopener">https://x.com/benshapiro</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/AntonioGracias/status/1906877800511893670" target="_blank" rel="noreferrer noopener">https://x.com/AntonioGracias/status/1906877800511893670</a> <a href="https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860</a> <a href="https://x.com/Geiger_Capital/status/1907553323387072774" target="_blank" rel="noreferrer noopener">https://x.com/Geiger_Capital/status/1907553323387072774</a> <a href="https://x.com/enriqueabeyta/status/1907796286763409439" target="_blank" rel="noreferrer noopener">https://x.com/enriqueabeyta/status/1907796286763409439</a> <a href="https://x.com/Geiger_Capital/status/1907622848149037509" target="_blank" rel="noreferrer noopener">https://x.com/Geiger_Capital/status/1907622848149037509</a> <a href="https://x.com/litcapital/status/1907813630227173534" target="_blank" rel="noreferrer noopener">https://x.com/litcapital/status/1907813630227173534</a> <a href="https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0</a> <a href="https://www.hoover.org/publications/goodfellows" target="_blank" rel="noreferrer noopener">https://www.hoover.org/publications/goodfellows</a> <a href="https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486</a>]]></itunes:summary><itunes:duration>6858</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c60ff10a2503db2534b3738dd3b28b94.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson</title><link>https://www.spreaker.com/episode/all-in-live-from-austin-colin-and-samir-chris-williamson-and-bryan-johnson--75243522</link><description><![CDATA[(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin &amp; Samir join the Besties! (12:01) Evolution of short-form and long-form content (22:18) Business models for creatives (35:04) Advice to up and coming creators (42:10) Chris Williamson joins the Besties! (50:17) Making it seem effortless (57:47) Monetizing content (1:05:02) Scaling a one-man show (1:19:15) Bryan Johnson joins the Besties! (1:20:13) Spotify's move to video (1:21:21) Bryan's Ketamine experience (1:28:03) Creators and value props (1:36:52) Issues with the US food industry (1:43:10) Top tips for healthy living Thanks to our partners for making this happen: Gemini: Go to <a href="https://www.gemini.com/allin" target="_blank" rel="noreferrer noopener">https://www.gemini.com/allin</a> to get $50 in bitcoin when you sign up and trade. Function Health: Go to <a href="https://www.functionhealth.com/allin" target="_blank" rel="noreferrer noopener">https://www.functionhealth.com/allin</a> and use gift code ALLIN100 at checkout to get a $100 credit toward membership - limited to the first 1K listeners. NIAGEN Plus IVs: Visit <a href="https://www.niagenplus.com" target="_blank" rel="noreferrer noopener">https://www.niagenplus.com</a> to discover the future of cellular performance. Follow Colin and Samir: <a href="https://www.youtube.com/@ColinandSamir" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@ColinandSamir</a> <a href="https://x.com/ColinandSamir" target="_blank" rel="noreferrer noopener">https://x.com/ColinandSamir</a> Follow Chris Williamson: <a href="https://www.youtube.com/@ChrisWillx" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@ChrisWillx</a> <a href="https://x.com/ChrisWillx" target="_blank" rel="noreferrer noopener">https://x.com/ChrisWillx</a> Follow Bryan Johnson: <a href="https://www.youtube.com/@BryanJohnson" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@BryanJohnson</a>   <a href="https://x.com/bryan_johnson" target="_blank" rel="noreferrer noopener">https://x.com/bryan_johnson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">84933c9a-a777-440b-8e10-1bb9e27a05de</guid><pubDate>Thu, 03 Apr 2025 01:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243522/sxsw_final_ch.mp3" length="105965177" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin &amp;amp; Samir join the Besties! (12:01) Evolution of short-form and long-form content (22:18) Business models for creatives (35:04)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin &amp; Samir join the Besties! (12:01) Evolution of short-form and long-form content (22:18) Business models for creatives (35:04) Advice to up and coming creators (42:10) Chris Williamson joins the Besties! (50:17) Making it seem effortless (57:47) Monetizing content (1:05:02) Scaling a one-man show (1:19:15) Bryan Johnson joins the Besties! (1:20:13) Spotify's move to video (1:21:21) Bryan's Ketamine experience (1:28:03) Creators and value props (1:36:52) Issues with the US food industry (1:43:10) Top tips for healthy living Thanks to our partners for making this happen: Gemini: Go to <a href="https://www.gemini.com/allin" target="_blank" rel="noreferrer noopener">https://www.gemini.com/allin</a> to get $50 in bitcoin when you sign up and trade. Function Health: Go to <a href="https://www.functionhealth.com/allin" target="_blank" rel="noreferrer noopener">https://www.functionhealth.com/allin</a> and use gift code ALLIN100 at checkout to get a $100 credit toward membership - limited to the first 1K listeners. NIAGEN Plus IVs: Visit <a href="https://www.niagenplus.com" target="_blank" rel="noreferrer noopener">https://www.niagenplus.com</a> to discover the future of cellular performance. Follow Colin and Samir: <a href="https://www.youtube.com/@ColinandSamir" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@ColinandSamir</a> <a href="https://x.com/ColinandSamir" target="_blank" rel="noreferrer noopener">https://x.com/ColinandSamir</a> Follow Chris Williamson: <a href="https://www.youtube.com/@ChrisWillx" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@ChrisWillx</a> <a href="https://x.com/ChrisWillx" target="_blank" rel="noreferrer noopener">https://x.com/ChrisWillx</a> Follow Bryan Johnson: <a href="https://www.youtube.com/@BryanJohnson" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@BryanJohnson</a>   <a href="https://x.com/bryan_johnson" target="_blank" rel="noreferrer noopener">https://x.com/bryan_johnson</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>6623</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/46760e66d840820e480469c914d19043.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations</title><link>https://www.spreaker.com/episode/the-ai-cold-war-signalgate-coreweave-ipo-tariff-endgames-el-salvador-deportations--75243486</link><description><![CDATA[(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&amp;A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27</a> <a href="https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25</a> <a href="https://modelcontextprotocol.io/introduction" target="_blank" rel="noreferrer noopener">https://modelcontextprotocol.io/introduction</a> <a href="https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo</a> <a href="https://www.youtube.com/watch?v=A8wJc7vHcTs" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=A8wJc7vHcTs</a> <a href="https://x.com/JohnArnoldFndtn/status/1905296181208416744" target="_blank" rel="noreferrer noopener">https://x.com/JohnArnoldFndtn/status/1905296181208416744</a> <a href="https://x.com/chamath/status/1904547884877701610" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1904547884877701610</a> <a href="https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua</a> <a href="https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador</a> <a href="https://x.com/Sec_Noem/status/1905034256826408982" target="_blank" rel="noreferrer noopener">https://x.com/Sec_Noem/status/1905034256826408982</a>]]></description><guid isPermaLink="false">ecaeab46-6b14-44d1-aaf6-3cf30cf51e61</guid><pubDate>Sat, 29 Mar 2025 01:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243486/allin_e221.mp3" length="126712597" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&amp;amp;A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&amp;A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27</a> <a href="https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25</a> <a href="https://modelcontextprotocol.io/introduction" target="_blank" rel="noreferrer noopener">https://modelcontextprotocol.io/introduction</a> <a href="https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo</a> <a href="https://www.youtube.com/watch?v=A8wJc7vHcTs" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=A8wJc7vHcTs</a> <a href="https://x.com/JohnArnoldFndtn/status/1905296181208416744" target="_blank" rel="noreferrer noopener">https://x.com/JohnArnoldFndtn/status/1905296181208416744</a> <a href="https://x.com/chamath/status/1904547884877701610" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1904547884877701610</a> <a href="https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua</a> <a href="https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador"...]]></itunes:summary><itunes:duration>5280</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/821c4fff7db8e7048ab0ae84118426d0.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue</title><link>https://www.spreaker.com/episode/white-house-bts-google-buys-wiz-treasury-vs-fed-space-rescue--75243481</link><description><![CDATA[(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&amp;A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation (1:12:57) Space rescue, SpaceX vs China, lunar landing Thanks to our partners for making this happen: Hims: https://www.hims.com | <a href="https://www.forhers.com" target="_blank" rel="noreferrer noopener">https://www.forhers.com</a> Gemini: <a href="https://www.gemini.com/allin" target="_blank" rel="noreferrer noopener">https://www.gemini.com/allin</a> iTrustCapital (use code allin): <a href="https://www.itrustcapital.com/allin" target="_blank" rel="noreferrer noopener">https://www.itrustcapital.com/allin</a> Follow Cyan: <a href="https://x.com/cyantist" target="_blank" rel="noreferrer noopener">https://x.com/cyantist</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: Bessent interview: <a href="https://youtu.be/lSma9suyp24" target="_blank" rel="noreferrer noopener">https://youtu.be/lSma9suyp24</a> Lutnick interview: <a href="https://youtu.be/182ckTL2KBA" target="_blank" rel="noreferrer noopener">https://youtu.be/182ckTL2KBA</a> <a href="https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html</a> <a href="https://x.com/Tim_Walz/status/1902197581586833643" target="_blank" rel="noreferrer noopener">https://x.com/Tim_Walz/status/1902197581586833643</a> <a href="https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161</a> <a href="https://x.com/elonmusk/status/1519735033950470144" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1519735033950470144</a> <a href="https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7</a> <a href="https://x.com/thesamparr/status/1902385138308104685" target="_blank" rel="noreferrer noopener">https://x.com/thesamparr/status/1902385138308104685</a> <a href="https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223</a> <a href="https://www.cnbc.com/quotes/US10Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US10Y</a> <a href="https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html</a> <a href="https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship" target="_blank" rel="noreferrer noopener"> https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship</a> <a href="https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791</a>]]></description><guid isPermaLink="false">02fc268c-61dc-4074-b7ec-882615bc6d85</guid><pubDate>Sat, 22 Mar 2025 02:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243481/allin_e220.mp3" length="130617709" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&amp;amp;A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&amp;A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation (1:12:57) Space rescue, SpaceX vs China, lunar landing Thanks to our partners for making this happen: Hims: https://www.hims.com | <a href="https://www.forhers.com" target="_blank" rel="noreferrer noopener">https://www.forhers.com</a> Gemini: <a href="https://www.gemini.com/allin" target="_blank" rel="noreferrer noopener">https://www.gemini.com/allin</a> iTrustCapital (use code allin): <a href="https://www.itrustcapital.com/allin" target="_blank" rel="noreferrer noopener">https://www.itrustcapital.com/allin</a> Follow Cyan: <a href="https://x.com/cyantist" target="_blank" rel="noreferrer noopener">https://x.com/cyantist</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: Bessent interview: <a href="https://youtu.be/lSma9suyp24" target="_blank" rel="noreferrer noopener">https://youtu.be/lSma9suyp24</a> Lutnick interview: <a href="https://youtu.be/182ckTL2KBA" target="_blank" rel="noreferrer noopener">https://youtu.be/182ckTL2KBA</a> <a href="https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html</a> <a href="https://x.com/Tim_Walz/status/1902197581586833643" target="_blank" rel="noreferrer noopener">https://x.com/Tim_Walz/status/1902197581586833643</a> <a href="https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161</a> <a href="https://x.com/elonmusk/status/1519735033950470144" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1519735033950470144</a> <a href="https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7</a> <a href="https://x.com/thesamparr/status/1902385138308104685" target="_blank" rel="noreferrer noopener">https://x.com/thesamparr/status/1902385138308104685</a> <a href="https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223"...]]></itunes:summary><itunes:duration>5443</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6f83bb7b5cf2aab62006701c4003e9f3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Howard Lutnick | All-In DC</title><link>https://www.spreaker.com/episode/howard-lutnick-all-in-dc--75243526</link><description><![CDATA[(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump (38:01) Balancing the budget and fixing GDP (52:21) Tariff history and strategy, global trade (1:10:34) Trump Cards, building better government software, AI thoughts (1:22:49) Sovereign Wealth Fund strategy (1:37:16) How his family reacted to his new role Thanks to our partners for making this happen: Gemini: <a href="https://www.gemini.com/allin" target="_blank" rel="noreferrer noopener">https://www.gemini.com/allin</a> Hims: <a href="https://www.hims.com" target="_blank" rel="noreferrer noopener">https://www.hims.com</a> | <a href="https://www.forhers.com" target="_blank" rel="noreferrer noopener">https://www.forhers.com</a> iTrustCapital (use code allin): <a href="https://www.itrustcapital.com/allin" target="_blank" rel="noreferrer noopener">https://www.itrustcapital.com/allin</a> Follow Secretary Lutnick: <a href="https://x.com/howardlutnick" target="_blank" rel="noreferrer noopener">https://x.com/howardlutnick</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">ebb45eb2-ba1d-4a58-bd56-f7b6f87e4168</guid><pubDate>Thu, 20 Mar 2025 21:34:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243526/allin_dc_lutnick_ch.mp3" length="150636589" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Trump's transition team, DOGE origin story, what it's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump (38:01) Balancing the budget and fixing GDP (52:21) Tariff history and strategy, global trade (1:10:34) Trump Cards, building better government software, AI thoughts (1:22:49) Sovereign Wealth Fund strategy (1:37:16) How his family reacted to his new role Thanks to our partners for making this happen: Gemini: <a href="https://www.gemini.com/allin" target="_blank" rel="noreferrer noopener">https://www.gemini.com/allin</a> Hims: <a href="https://www.hims.com" target="_blank" rel="noreferrer noopener">https://www.hims.com</a> | <a href="https://www.forhers.com" target="_blank" rel="noreferrer noopener">https://www.forhers.com</a> iTrustCapital (use code allin): <a href="https://www.itrustcapital.com/allin" target="_blank" rel="noreferrer noopener">https://www.itrustcapital.com/allin</a> Follow Secretary Lutnick: <a href="https://x.com/howardlutnick" target="_blank" rel="noreferrer noopener">https://x.com/howardlutnick</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>6277</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5b9f71f2783b4ba67580d704fa5ca034.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Scott Bessent | All-In DC</title><link>https://www.spreaker.com/episode/scott-bessent-all-in-dc--75243423</link><description><![CDATA[(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today (21:30) Scott explains the Trump Administration's economic strategy (32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt (42:06) DOGE, DC grifts, shakeup at the IRS (50:51) Re-engineering social security through the US SWF, how energy factors in (1:00:02) Surprises, fixing affordability, thoughts on President Trump Thanks to our partners for making this happen: Gemini: <a href="https://www.gemini.com/allin" target="_blank" rel="noreferrer noopener">https://www.gemini.com/allin</a> Hims: <a href="https://www.hims.com" target="_blank" rel="noreferrer noopener">https://www.hims.com</a> | <a href="https://www.forhers.com" target="_blank" rel="noreferrer noopener">https://www.forhers.com</a> iTrustCapital (use code allin): <a href="https://www.itrustcapital.com/allin" target="_blank" rel="noreferrer noopener">https://www.itrustcapital.com/allin</a> Follow Secretary Bessent: <a href="https://x.com/SecScottBessent" target="_blank" rel="noreferrer noopener">https://x.com/SecScottBessent</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">dda38d0d-96d5-4dcf-9b51-63948d82df55</guid><pubDate>Wed, 19 Mar 2025 03:34:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243423/allin_dc_bessent_ch.mp3" length="105523433" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The legendary trade that broke the Bank of England in...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today (21:30) Scott explains the Trump Administration's economic strategy (32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt (42:06) DOGE, DC grifts, shakeup at the IRS (50:51) Re-engineering social security through the US SWF, how energy factors in (1:00:02) Surprises, fixing affordability, thoughts on President Trump Thanks to our partners for making this happen: Gemini: <a href="https://www.gemini.com/allin" target="_blank" rel="noreferrer noopener">https://www.gemini.com/allin</a> Hims: <a href="https://www.hims.com" target="_blank" rel="noreferrer noopener">https://www.hims.com</a> | <a href="https://www.forhers.com" target="_blank" rel="noreferrer noopener">https://www.forhers.com</a> iTrustCapital (use code allin): <a href="https://www.itrustcapital.com/allin" target="_blank" rel="noreferrer noopener">https://www.itrustcapital.com/allin</a> Follow Secretary Bessent: <a href="https://x.com/SecScottBessent" target="_blank" rel="noreferrer noopener">https://x.com/SecScottBessent</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4397</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5c46e527f53f006b370408d5d1ca0c9d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Fixing the American Dream with Andrew Schulz</title><link>https://www.spreaker.com/episode/fixing-the-american-dream-with-andrew-schulz--75243517</link><description><![CDATA[(0:00) The Besties intro Andrew Schulz! (3:29) Friedberg hits a quick Science Corner on the future of fertility (9:35) Reacting to Gavin Newsom's new podcast: genius or pandering? (19:36) Tariff experiment so far: risks, communication issues, and more (30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform (55:45) Aligning upside via increased stock market participation (1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following (1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGE GET TICKETS for All-In Live: Miami <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Andrew: <a href="https://x.com/andrewschulz" target="_blank" rel="noreferrer noopener">https://x.com/andrewschulz</a> Check out Andrew's new special LIFE: <a href="https://www.netflix.com/title/81741999" target="_blank" rel="noreferrer noopener">https://www.netflix.com/title/81741999</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/1895948351516131515" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1895948351516131515</a> <a href="https://x.com/ChineseEmbinUS/status/1897132043362034153" target="_blank" rel="noreferrer noopener">https://x.com/ChineseEmbinUS/status/1897132043362034153</a> <a href="https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc" target="_blank" rel="noreferrer noopener"> https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc</a> <a href="https://www.wsj.com/opinion/bidens-mortgage-relief-fuels-higher-housing-prices-policy-loans-risk-cb0a1974" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/bidens-mortgage-relief-fuels-higher-housing-prices-policy-loans-risk-cb0a1974</a>]]></description><guid isPermaLink="false">da3bd361-2b08-45b7-a97d-e997df7e1751</guid><pubDate>Sat, 15 Mar 2025 00:22:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243517/allin_e219.mp3" length="142847253" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties intro Andrew Schulz! (3:29) Friedberg hits a quick Science Corner on the future of fertility (9:35) Reacting to Gavin Newsom's new podcast: genius or pandering? (19:36) Tariff experiment so far: risks, communication issues, and more...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties intro Andrew Schulz! (3:29) Friedberg hits a quick Science Corner on the future of fertility (9:35) Reacting to Gavin Newsom's new podcast: genius or pandering? (19:36) Tariff experiment so far: risks, communication issues, and more (30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform (55:45) Aligning upside via increased stock market participation (1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following (1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGE GET TICKETS for All-In Live: Miami <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Andrew: <a href="https://x.com/andrewschulz" target="_blank" rel="noreferrer noopener">https://x.com/andrewschulz</a> Check out Andrew's new special LIFE: <a href="https://www.netflix.com/title/81741999" target="_blank" rel="noreferrer noopener">https://www.netflix.com/title/81741999</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/chamath/status/1895948351516131515" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1895948351516131515</a> <a href="https://x.com/ChineseEmbinUS/status/1897132043362034153" target="_blank" rel="noreferrer noopener">https://x.com/ChineseEmbinUS/status/1897132043362034153</a> <a href="https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc" target="_blank" rel="noreferrer noopener"> https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc</a> <a href="https://www.wsj.com/opinion/bidens-mortgage-relief-fuels-higher-housing-prices-policy-loans-risk-cb0a1974" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/bidens-mortgage-relief-fuels-higher-housing-prices-policy-loans-risk-cb0a1974</a>]]></itunes:summary><itunes:duration>5952</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/70c102170d0cbabd48408abc2db64554.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO</title><link>https://www.spreaker.com/episode/tariffs-trump-s-economic-endgame-market-chaos-bitcoin-reserve-coreweave-ipo--75243338</link><description><![CDATA[(0:00) The Besties welcome Joe Lonsdale! (3:51) Jason recaps an eventful week in Washington (8:29) Trump's tariffs: endgame, impact, chaos, master plan (26:25) DOGE, IRA grifting, do campaign contributions need to be capped? (53:42) CoreWeave IPO (1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy (1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts (1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models (1:33:47) All-In for F1 Miami! (1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile (1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day (1:57:23) Importance of disclosures and updates on a market structure bill GET TICKETS for All-In Live: Miami <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Joe: <a href="https://x.com/JTLonsdale" target="_blank" rel="noreferrer noopener">https://x.com/JTLonsdale</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/114093526901586124" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114093526901586124</a> <a href="https://x.com/JTLonsdale/status/1896245689488920748" target="_blank" rel="noreferrer noopener">https://x.com/JTLonsdale/status/1896245689488920748</a> <a href="https://x.com/Jason/status/1896235076456739138" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1896235076456739138</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/114093946326587357" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114093946326587357</a> <a href="https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03</a> <a href="https://x.com/AutismCapital/status/1896655215899893968" target="_blank" rel="noreferrer noopener">https://x.com/AutismCapital/status/1896655215899893968</a> <a href="https://x.com/USATODAY/status/1897248477081460849" target="_blank" rel="noreferrer noopener">https://x.com/USATODAY/status/1897248477081460849</a> <a href="https://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usaid-con-rcna194230" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usaid-con-rcna194230</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/114116432894994278" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114116432894994278</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/114112015891353323" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114112015891353323</a> <a href="https://www.reuters.com/business/autos-transportation/trump-auto-tariff-rate-will-be-around-25-2025-02-18" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/autos-transportation/trump-auto-tariff-rate-will-be-around-25-2025-02-18</a> <a href="https://fred.stlouisfed.org/series/USGOVT" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/USGOVT</a> <a href="https://x.com/DOGE/status/1897464303428755692" target="_blank" rel="noreferrer noopener">https://x.com/DOGE/status/1897464303428755692</a> <a href="https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc" target="_blank" rel="noreferrer noopener"> https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc</a> <a href="https://www.thefp.com/p/a-20-billion-slush-fund-nonprofits" target="_blank" rel="noreferrer noopener">https://www.thefp.com/p/a-20-billion-slush-fund-nonprofits</a> <a href="https://x.com/bariweiss/status/1896992192197013888" target="_blank" rel="noreferrer noopener">https://x.com/bariweiss/status/1896992192197013888</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/114117008305421663" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114117008305421663</a> <a href="https://x.com/chamath/status/1895948351516131515" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1895948351516131515</a> <a href="https://x.com/chamath/status/1895948351516131515" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1895948351516131515</a> <a href="https://x.com/unusual_whales/status/1897737394964906437" target="_blank" rel="noreferrer noopener">https://x.com/unusual_whales/status/1897737394964906437</a> <a href="https://x.com/great_martis/status/1897194563800064153" target="_blank" rel="noreferrer noopener">https://x.com/great_martis/status/1897194563800064153</a> <a href="https://x.com/great_martis/status/1897581115952804248" target="_blank" rel="noreferrer noopener">https://x.com/great_martis/status/1897581115952804248</a> <a href="https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm</a> <a href="https://x.com/chamath/status/1896052861500604884" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1896052861500604884</a> <a href="https://www.newsweek.com/map-global-thorium-reserves-country-2039893" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/map-global-thorium-reserves-country-2039893</a> <a href="https://apnews.com/article/donald-trump-bitcoin-cryptocurrency-stockpile-6f1314f5e99bbf47cc3ee6fc6178588d" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/donald-trump-bitcoin-cryptocurrency-stockpile-6f1314f5e99bbf47cc3ee6fc6178588d</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserveand-united-states-digital-asset-stockpile" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserveand-united-states-digital-asset-stockpile</a> <a href="https://x.com/dmartkc/status/1896260059640025113" target="_blank" rel="noreferrer noopener">https://x.com/dmartkc/status/1896260059640025113</a> <a href="https://x.com/ryangrim/status/1896306748052623852" target="_blank" rel="noreferrer noopener">https://x.com/ryangrim/status/1896306748052623852</a> <a href="https://x.com/_Andre_Ellis/status/1896935969041104981" target="_blank" rel="noreferrer noopener">https://x.com/_Andre_Ellis/status/1896935969041104981</a> <a href="https://x.com/KyleSamani/status/1897130321021411750" target="_blank" rel="noreferrer noopener">https://x.com/KyleSamani/status/1897130321021411750</a> <a href="https://x.com/pbartstephens/status/1897008176467468349" target="_blank" rel="noreferrer noopener">https://x.com/pbartstephens/status/1897008176467468349</a> <a href="https://x.com/HHorsley/status/1897461451675328879" target="_blank" rel="noreferrer noopener">https://x.com/HHorsley/status/1897461451675328879</a>]]></description><guid isPermaLink="false">459645b0-85c3-44c5-a786-bec6402d771b</guid><pubDate>Sat, 08 Mar 2025 00:58:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243338/allin_e218.mp3" length="182257685" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Joe Lonsdale! (3:51) Jason recaps an eventful week in Washington (8:29) Trump's tariffs: endgame, impact, chaos, master plan (26:25) DOGE, IRA grifting, do campaign contributions need to be capped? (53:42) CoreWeave IPO...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Joe Lonsdale! (3:51) Jason recaps an eventful week in Washington (8:29) Trump's tariffs: endgame, impact, chaos, master plan (26:25) DOGE, IRA grifting, do campaign contributions need to be capped? (53:42) CoreWeave IPO (1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy (1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts (1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models (1:33:47) All-In for F1 Miami! (1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile (1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day (1:57:23) Importance of disclosures and updates on a market structure bill GET TICKETS for All-In Live: Miami <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow Joe: <a href="https://x.com/JTLonsdale" target="_blank" rel="noreferrer noopener">https://x.com/JTLonsdale</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/114093526901586124" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114093526901586124</a> <a href="https://x.com/JTLonsdale/status/1896245689488920748" target="_blank" rel="noreferrer noopener">https://x.com/JTLonsdale/status/1896245689488920748</a> <a href="https://x.com/Jason/status/1896235076456739138" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1896235076456739138</a> <a href="https://truthsocial.com/@realDonaldTrump/posts/114093946326587357" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/114093946326587357</a> <a href="https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03</a> <a href="https://x.com/AutismCapital/status/1896655215899893968" target="_blank" rel="noreferrer noopener">https://x.com/AutismCapital/status/1896655215899893968</a> <a href="https://x.com/USATODAY/status/1897248477081460849" target="_blank" rel="noreferrer noopener">https://x.com/USATODAY/status/1897248477081460849</a> <a href="https://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usaid-con-rcna194230" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>7594</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6bb57d5e50f8193ceb26cf9f8e61865a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy</title><link>https://www.spreaker.com/episode/epstein-files-flop-state-of-the-market-autonomous-robots-trump-s-gold-card-friedberg-on-jeopardy--75243484</link><description><![CDATA[(0:00) Bestie intros (1:41) Epstein files first release underwhelms (4:40) Friedberg recaps his experience on Celebrity Jeopardy! (14:22) State of autonomous robots (21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building (29:12) State of the market: stocks, tariffs, spending bill, the "great reset" (49:07) Trump's Gold Card (56:19) Sophisticated investor test, changing accreditation laws (1:06:57) USPS, Bezos refocuses the WaPo's opinion page Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/bennyjohnson/status/1895195194947183047" target="_blank" rel="noreferrer noopener">https://x.com/bennyjohnson/status/1895195194947183047</a> <a href="https://x.com/adcock_brett/status/1895175400160133543" target="_blank" rel="noreferrer noopener">https://x.com/adcock_brett/status/1895175400160133543</a> <a href="https://x.com/markjeffrey/status/1892735775550406828" target="_blank" rel="noreferrer noopener">https://x.com/markjeffrey/status/1892735775550406828</a> <a href="https://x.com/pitdesi/status/1895117427480109238" target="_blank" rel="noreferrer noopener">https://x.com/pitdesi/status/1895117427480109238</a> <a href="https://x.com/jmover/status/1895129169882661100" target="_blank" rel="noreferrer noopener">https://x.com/jmover/status/1895129169882661100</a> <a href="https://coinmarketcap.com/currencies/tether" target="_blank" rel="noreferrer noopener">https://coinmarketcap.com/currencies/tether</a> <a href="https://coinmarketcap.com/currencies/usd-coin" target="_blank" rel="noreferrer noopener">https://coinmarketcap.com/currencies/usd-coin</a> <a href="https://fred.stlouisfed.org/series/UNRATE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/UNRATE</a> <a href="https://www.cnbc.com/2025/02/12/cpi-january-2025.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2025/02/12/cpi-january-2025.html</a> <a href="https://x.com/StealthQE4/status/1894227465616171361" target="_blank" rel="noreferrer noopener">https://x.com/StealthQE4/status/1894227465616171361</a> <a href="https://www.youtube.com/watch?v=7-ttACozP8s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=7-ttACozP8s</a> <a href="https://www.cnbc.com/quotes/US10Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US10Y</a> <a href="https://x.com/chamath/status/1888371069322686895" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1888371069322686895</a> <a href="https://polymarket.com/event/how-many-gold-cards-will-trump-sell-in-2025/will-trump-sell-2pt5k-5k-gold-cards-in-2025?tid=1740688723350" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/how-many-gold-cards-will-trump-sell-in-2025/will-trump-sell-2pt5k-5k-gold-cards-in-2025?tid=1740688723350</a> <a href="https://x.com/Jason/status/1706067572226244789" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1706067572226244789</a> <a href="https://www.washingtonpost.com/business/2025/02/20/trump-usps-takeover-dejoy/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/business/2025/02/20/trump-usps-takeover-dejoy/</a> <a href="https://x.com/Jason/status/1894412028279693546" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1894412028279693546</a> <a href="https://x.com/JeffBezos/status/1894757287052362088" target="_blank" rel="noreferrer noopener">https://x.com/JeffBezos/status/1894757287052362088</a>]]></description><guid isPermaLink="false">24c2b1fc-d8fb-4988-bdb2-455019499829</guid><pubDate>Sat, 01 Mar 2025 02:06:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243484/allin_e217.mp3" length="108362386" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (1:41) Epstein files first release underwhelms (4:40) Friedberg recaps his experience on Celebrity Jeopardy! (14:22) State of autonomous robots (21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (1:41) Epstein files first release underwhelms (4:40) Friedberg recaps his experience on Celebrity Jeopardy! (14:22) State of autonomous robots (21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building (29:12) State of the market: stocks, tariffs, spending bill, the "great reset" (49:07) Trump's Gold Card (56:19) Sophisticated investor test, changing accreditation laws (1:06:57) USPS, Bezos refocuses the WaPo's opinion page Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn:  <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/bennyjohnson/status/1895195194947183047" target="_blank" rel="noreferrer noopener">https://x.com/bennyjohnson/status/1895195194947183047</a> <a href="https://x.com/adcock_brett/status/1895175400160133543" target="_blank" rel="noreferrer noopener">https://x.com/adcock_brett/status/1895175400160133543</a> <a href="https://x.com/markjeffrey/status/1892735775550406828" target="_blank" rel="noreferrer noopener">https://x.com/markjeffrey/status/1892735775550406828</a> <a href="https://x.com/pitdesi/status/1895117427480109238" target="_blank" rel="noreferrer noopener">https://x.com/pitdesi/status/1895117427480109238</a> <a href="https://x.com/jmover/status/1895129169882661100" target="_blank" rel="noreferrer noopener">https://x.com/jmover/status/1895129169882661100</a> <a href="https://coinmarketcap.com/currencies/tether" target="_blank" rel="noreferrer noopener">https://coinmarketcap.com/currencies/tether</a> <a href="https://coinmarketcap.com/currencies/usd-coin" target="_blank" rel="noreferrer noopener">https://coinmarketcap.com/currencies/usd-coin</a> <a href="https://fred.stlouisfed.org/series/UNRATE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/UNRATE</a> <a href="https://www.cnbc.com/2025/02/12/cpi-january-2025.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2025/02/12/cpi-january-2025.html</a> <a href="https://x.com/StealthQE4/status/1894227465616171361" target="_blank" rel="noreferrer noopener">https://x.com/StealthQE4/status/1894227465616171361</a> <a href="https://www.youtube.com/watch?v=7-ttACozP8s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=7-ttACozP8s</a> <a href="https://www.cnbc.com/quotes/US10Y" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/quotes/US10Y</a> <a href="https://x.com/chamath/status/1888371069322686895" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1888371069322686895</a> <a...]]></itunes:summary><itunes:duration>4515</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/eeabb33b164e4690873325554621c53a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private</title><link>https://www.spreaker.com/episode/the-stablecoin-future-milei-s-memecoin-doge-for-the-dod-grok-3-why-stripe-stays-private--75243523</link><description><![CDATA[(0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model (1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up (1:30:22) Science Corner: Asteroid update (1:35:42) Why Stripe hasn't gone public yet, despite great metrics Register for All-In at SXSW: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow John: <a href="https://x.com/collision" target="_blank" rel="noreferrer noopener">https://x.com/collision</a> Follow Patrick: <a href="https://x.com/patrickc" target="_blank" rel="noreferrer noopener">https://x.com/patrickc</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html</a> <a href="https://x.com/Zigmanfreud/status/1890202488596492620" target="_blank" rel="noreferrer noopener">https://x.com/Zigmanfreud/status/1890202488596492620</a> <a href="https://www.coworker.org/petitions/professional-dignity" target="_blank" rel="noreferrer noopener">https://www.coworker.org/petitions/professional-dignity</a> <a href="https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings</a> <a href="https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts</a> <a href="https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883</a> <a href="https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html</a> <a href="https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html</a> <a href="https://arcinstitute.org" target="_blank" rel="noreferrer noopener">https://arcinstitute.org</a> <a href="https://blogs.nvidia.com/blog/evo-2-biomolecular-ai" target="_blank" rel="noreferrer noopener">https://blogs.nvidia.com/blog/evo-2-biomolecular-ai</a> <a href="https://artificialanalysis.ai/models/grok-3" target="_blank" rel="noreferrer noopener">https://artificialanalysis.ai/models/grok-3</a> <a href="https://x.com/GavinSBaker/status/1891721991444447343" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker/status/1891721991444447343</a> <a href="https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266</a> <a href="https://x.com/AsteroidWatch/status/1892338055354159256" target="_blank" rel="noreferrer noopener">https://x.com/AsteroidWatch/status/1892338055354159256</a> <a href="https://x.com/AsteroidWatch/status/1892631907646447746" target="_blank" rel="noreferrer noopener">https://x.com/AsteroidWatch/status/1892631907646447746</a>]]></description><guid isPermaLink="false">63840670-b85c-4cbb-9784-119bbe424dbf</guid><pubDate>Fri, 21 Feb 2025 23:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243523/allin_e216.mp3" length="152170010" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model (1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up (1:30:22) Science Corner: Asteroid update (1:35:42) Why Stripe hasn't gone public yet, despite great metrics Register for All-In at SXSW: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow John: <a href="https://x.com/collision" target="_blank" rel="noreferrer noopener">https://x.com/collision</a> Follow Patrick: <a href="https://x.com/patrickc" target="_blank" rel="noreferrer noopener">https://x.com/patrickc</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html</a> <a href="https://x.com/Zigmanfreud/status/1890202488596492620" target="_blank" rel="noreferrer noopener">https://x.com/Zigmanfreud/status/1890202488596492620</a> <a href="https://www.coworker.org/petitions/professional-dignity" target="_blank" rel="noreferrer noopener">https://www.coworker.org/petitions/professional-dignity</a> <a href="https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings</a> <a href="https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts</a> <a href="https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883</a> <a href="https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>6341</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/ff2f977a8c23719f6190811c2e0116e9.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant</title><link>https://www.spreaker.com/episode/jd-vance-s-ai-speech-techno-optimists-vs-doomers-tariffs-ai-court-cases-with-naval-ravikant--75243524</link><description><![CDATA[(0:00) The Besties intro Naval Ravikant! (9:07) Naval reflects on his thoughtful tweets and reputation (14:17) Unique views on parenting (23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers (1:11:06) Tariffs and the US economic experiment (1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders (1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks (1:45:09) Tulsi Gabbard, RFK Jr. confirmed Follow Naval: <a href="https://x.com/naval" target="_blank" rel="noreferrer noopener">https://x.com/naval</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/naval/status/1002103360646823936" target="_blank" rel="noreferrer noopener">https://x.com/naval/status/1002103360646823936</a> <a href="https://x.com/CollinRugg/status/1889349078657716680" target="_blank" rel="noreferrer noopener">https://x.com/CollinRugg/status/1889349078657716680</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence</a> <a href="https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html</a> <a href="https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html</a> <a href="https://x.com/JDVance/status/1889640434793910659" target="_blank" rel="noreferrer noopener">https://x.com/JDVance/status/1889640434793910659</a> <a href="https://www.youtube.com/watch?v=QCNYhuISzxg" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=QCNYhuISzxg</a> <a href="https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit" target="_blank" rel="noreferrer noopener">https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit</a> <a href="https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf" target="_blank" rel="noreferrer noopener"> https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf</a> <a href="https://www.youtube.com/watch?v=7xTGNNLPyMI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=7xTGNNLPyMI</a> <a href="https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488</a>]]></description><guid isPermaLink="false">40c1bce9-0adb-4aa4-8325-4607b02b2a15</guid><pubDate>Sat, 15 Feb 2025 01:48:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243524/allin_e215.mp3" length="158853499" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties intro Naval Ravikant! (9:07) Naval reflects on his thoughtful tweets and reputation (14:17) Unique views on parenting (23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers (1:11:06) Tariffs and the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties intro Naval Ravikant! (9:07) Naval reflects on his thoughtful tweets and reputation (14:17) Unique views on parenting (23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers (1:11:06) Tariffs and the US economic experiment (1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders (1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks (1:45:09) Tulsi Gabbard, RFK Jr. confirmed Follow Naval: <a href="https://x.com/naval" target="_blank" rel="noreferrer noopener">https://x.com/naval</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/naval/status/1002103360646823936" target="_blank" rel="noreferrer noopener">https://x.com/naval/status/1002103360646823936</a> <a href="https://x.com/CollinRugg/status/1889349078657716680" target="_blank" rel="noreferrer noopener">https://x.com/CollinRugg/status/1889349078657716680</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence</a> <a href="https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html</a> <a href="https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html</a> <a href="https://x.com/JDVance/status/1889640434793910659" target="_blank" rel="noreferrer noopener">https://x.com/JDVance/status/1889640434793910659</a> <a href="https://www.youtube.com/watch?v=QCNYhuISzxg" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=QCNYhuISzxg</a> <a href="https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit" target="_blank" rel="noreferrer noopener">https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit</a> <a href="https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf" target="_blank" rel="noreferrer noopener"> https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf</a> <a href="https://www.youtube.com/watch?v=7xTGNNLPyMI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=7xTGNNLPyMI</a> <a href="https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488"...]]></itunes:summary><itunes:duration>6619</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f54dec9e525e94ce97b22e3d3297ad90.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s</title><link>https://www.spreaker.com/episode/doge-vs-usaid-crypto-framework-google-s-75b-ai-spend-us-sovereign-wealth-fund-glp-1s--75243446</link><description><![CDATA[(0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: <a href="https://x.com/AntonioGracias" target="_blank" rel="noreferrer noopener">https://x.com/AntonioGracias</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development</a> <a href="https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920</a> <a href="https://www.usa.gov/agencies/u-s-agency-for-international-development" target="_blank" rel="noreferrer noopener"> https://www.usa.gov/agencies/u-s-agency-for-international-development</a> <a href="https://www.usaspending.gov/agency/agency-for-international-development?fy=2024" target="_blank" rel="noreferrer noopener"> https://www.usaspending.gov/agency/agency-for-international-development?fy=2024</a> <a href="https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep</a> <a href="https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c</a> <a href="https://www.usaspending.gov" target="_blank" rel="noreferrer noopener">https://www.usaspending.gov</a> <a href="https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation</a> <a href="https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024" target="_blank" rel="noreferrer noopener"> https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024</a> <a href="https://www.bbc.co.uk/mediaaction/about/funding" target="_blank" rel="noreferrer noopener">https://www.bbc.co.uk/mediaaction/about/funding</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid</a> <a href="https://x.com/susancrabtree/status/1884034727046226317" target="_blank" rel="noreferrer noopener">https://x.com/susancrabtree/status/1884034727046226317</a> <a href="https://x.com/elonmusk/status/1886627783138316442" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1886627783138316442</a> <a href="https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357</a> <a href="https://x.com/Jason/status/1885082871074886110" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1885082871074886110</a> <a href="https://x.com/anc_aesthetics/status/1886176995433763188" target="_blank" rel="noreferrer noopener">https://x.com/anc_aesthetics/status/1886176995433763188</a> <a href="https://x.com/wikileaks/status/1887501752213409919" target="_blank" rel="noreferrer noopener">https://x.com/wikileaks/status/1887501752213409919</a> <a href="https://x.com/pm_viktororban/status/1887224829352280505" target="_blank" rel="noreferrer noopener">https://x.com/pm_viktororban/status/1887224829352280505</a> <a href="https://x.com/daily_romania/status/1887883017550430435" target="_blank" rel="noreferrer noopener">https://x.com/daily_romania/status/1887883017550430435</a> <a href="https://x.com/kanekoathegreat/status/1887261736618893636" target="_blank" rel="noreferrer noopener">https://x.com/kanekoathegreat/status/1887261736618893636</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology</a> <a href="https://x.com/davidsacks47/status/1886878016183394403" target="_blank" rel="noreferrer noopener">https://x.com/davidsacks47/status/1886878016183394403</a> <a href="https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework" target="_blank" rel="noreferrer noopener"> https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework</a> <a href="https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund</a> <a href="https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases" target="_blank" rel="noreferrer noopener"> https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases</a> <a href="https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817</a> <a href="https://en.wikipedia.org/wiki/United_States_DOGE_Service" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/United_States_DOGE_Service</a> <a href="https://x.com/libsoftiktok/status/1887585824218509380" target="_blank" rel="noreferrer noopener">https://x.com/libsoftiktok/status/1887585824218509380</a> <a href="https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf" target="_blank" rel="noreferrer noopener"> https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf</a> <a href="https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html</a> <a href="https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf" target="_blank" rel="noreferrer noopener"> https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf</a> <a href="https://x.com/SawyerMerritt/status/1886899315735507255" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1886899315735507255</a> <a href="https://www.nature.com/articles/s41591-024-03412-w" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41591-024-03412-w</a>]]></description><guid isPermaLink="false">5df887c2-095c-4298-a84e-a67d36f2c0f6</guid><pubDate>Fri, 07 Feb 2025 22:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243446/allin_e214.mp3" length="139266885" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: <a href="https://x.com/AntonioGracias" target="_blank" rel="noreferrer noopener">https://x.com/AntonioGracias</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development</a> <a href="https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920</a> <a href="https://www.usa.gov/agencies/u-s-agency-for-international-development" target="_blank" rel="noreferrer noopener"> https://www.usa.gov/agencies/u-s-agency-for-international-development</a> <a href="https://www.usaspending.gov/agency/agency-for-international-development?fy=2024" target="_blank" rel="noreferrer noopener"> https://www.usaspending.gov/agency/agency-for-international-development?fy=2024</a> <a href="https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep</a> <a href="https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c</a> <a href="https://www.usaspending.gov" target="_blank" rel="noreferrer noopener">https://www.usaspending.gov</a> <a href="https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation</a> <a href="https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024" target="_blank" rel="noreferrer noopener"> https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024</a> <a...]]></itunes:summary><itunes:duration>5803</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a171e65428b8739ef3dae17af9e207c1.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks</title><link>https://www.spreaker.com/episode/deepseek-panic-us-vs-china-openai-40b-and-doge-delivers-with-travis-kalanick-and-david-sacks--75243501</link><description><![CDATA[(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: <a href="https://x.com/travisk" target="_blank" rel="noreferrer noopener">https://x.com/travisk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf" target="_blank" rel="noreferrer noopener"> https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf</a> <a href="https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m" target="_blank" rel="noreferrer noopener"> https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m</a> <a href="https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html</a> <a href="https://x.com/shrihacker/status/1884414667503853749" target="_blank" rel="noreferrer noopener">https://x.com/shrihacker/status/1884414667503853749</a> <a href="https://x.com/balajis/status/1884975064283812270" target="_blank" rel="noreferrer noopener">https://x.com/balajis/status/1884975064283812270</a> <a href="https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024" target="_blank" rel="noreferrer noopener"> https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024</a> earnings-call-transcri <a href="https://x.com/mrexits/status/1885017400308806121" target="_blank" rel="noreferrer noopener">https://x.com/mrexits/status/1885017400308806121</a> <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5</a> <a href="https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3</a> <a href="https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt</a> <a href="https://x.com/rauchg/status/1875627666113740892" target="_blank" rel="noreferrer noopener">https://x.com/rauchg/status/1875627666113740892</a> <a href="https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6</a> <a href="https://x.com/satyanadella/status/1883753899255046301" target="_blank" rel="noreferrer noopener">https://x.com/satyanadella/status/1883753899255046301</a> <a href="https://en.m.wikipedia.org/wiki/Jevons_paradox" target="_blank" rel="noreferrer noopener">https://en.m.wikipedia.org/wiki/Jevons_paradox</a> <a href="https://x.com/pitdesi/status/1883192498274873513" target="_blank" rel="noreferrer noopener">https://x.com/pitdesi/status/1883192498274873513</a> <a href="https://x.com/rihardjarc/status/1884263865703358726" target="_blank" rel="noreferrer noopener">https://x.com/rihardjarc/status/1884263865703358726</a> <a href="https://x.com/austen/status/1884444298130674000" target="_blank" rel="noreferrer noopener">https://x.com/austen/status/1884444298130674000</a> <a href="https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html</a> <a href="https://x.com/america/status/1884372526144598056" target="_blank" rel="noreferrer noopener">https://x.com/america/status/1884372526144598056</a> <a href="https://x.com/DOGE/status/1884396041786524032" target="_blank" rel="noreferrer noopener">https://x.com/DOGE/status/1884396041786524032</a> <a href="https://fred.stlouisfed.org/series/FYFSD" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFSD</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency</a> <a href="https://x.com/Jason/status/1884671945800573018" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1884671945800573018</a> <a href="https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633</a> <a href="https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html</a> <a href="https://x.com/chamath/status/1885068981905875241" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1885068981905875241</a>]]></description><guid isPermaLink="false">4355ba9c-b136-4827-b4ea-b3de8795d009</guid><pubDate>Fri, 31 Jan 2025 21:52:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243501/allin_e213.mp3" length="157400343" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: <a href="https://x.com/travisk" target="_blank" rel="noreferrer noopener">https://x.com/travisk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf" target="_blank" rel="noreferrer noopener"> https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf</a> <a href="https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m" target="_blank" rel="noreferrer noopener"> https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m</a> <a href="https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html</a> <a href="https://x.com/shrihacker/status/1884414667503853749" target="_blank" rel="noreferrer noopener">https://x.com/shrihacker/status/1884414667503853749</a> <a href="https://x.com/balajis/status/1884975064283812270" target="_blank" rel="noreferrer noopener">https://x.com/balajis/status/1884975064283812270</a> <a href="https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024" target="_blank" rel="noreferrer noopener"> https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024</a> earnings-call-transcri <a href="https://x.com/mrexits/status/1885017400308806121" target="_blank" rel="noreferrer noopener">https://x.com/mrexits/status/1885017400308806121</a> <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>6559</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9f3f3cb5c8e34006d95bd34c6e7f02e3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ray Dalio | The All-In Interview</title><link>https://www.spreaker.com/episode/ray-dalio-the-all-in-interview--75243485</link><description><![CDATA[(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US and China Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Ray Dalio: <a href="https://x.com/RayDalio" target="_blank" rel="noreferrer noopener">https://x.com/RayDalio</a> Read Part 1 of "How Countries Go Broke": <a href="https://x.com/RayDalio/status/1878840018770210979" target="_blank" rel="noreferrer noopener">https://x.com/RayDalio/status/1878840018770210979</a> Pre-order "How Countries Go Broke": <a href="https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://tradingeconomics.com/united-states/government-debt-to-gdp" target="_blank" rel="noreferrer noopener"> https://tradingeconomics.com/united-states/government-debt-to-gdp</a> <a href="https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion" target="_blank" rel="noreferrer noopener"> https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion</a> <a href="https://www.cbo.gov/publication/61172" target="_blank" rel="noreferrer noopener">https://www.cbo.gov/publication/61172</a> <a href="https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater" target="_blank" rel="noreferrer noopener"> https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater</a> <a href="https://fred.stlouisfed.org/series/M2SL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/M2SL</a> <a href="https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024" target="_blank" rel="noreferrer noopener"> https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024</a> <a href="https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing</a> <a href="https://www.chathamfinancial.com/insights/fomc-recap-december-2024" target="_blank" rel="noreferrer noopener"> https://www.chathamfinancial.com/insights/fomc-recap-december-2024</a> <a href="https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html</a>]]></description><guid isPermaLink="false">4d10fec0-f581-4bd9-990d-8bd40941a8a7</guid><pubDate>Tue, 28 Jan 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243485/allin_intv_raydalio_250127.mp3" length="109964543" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US and China Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Ray Dalio: <a href="https://x.com/RayDalio" target="_blank" rel="noreferrer noopener">https://x.com/RayDalio</a> Read Part 1 of "How Countries Go Broke": <a href="https://x.com/RayDalio/status/1878840018770210979" target="_blank" rel="noreferrer noopener">https://x.com/RayDalio/status/1878840018770210979</a> Pre-order "How Countries Go Broke": <a href="https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://tradingeconomics.com/united-states/government-debt-to-gdp" target="_blank" rel="noreferrer noopener"> https://tradingeconomics.com/united-states/government-debt-to-gdp</a> <a href="https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion" target="_blank" rel="noreferrer noopener"> https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion</a> <a href="https://www.cbo.gov/publication/61172" target="_blank" rel="noreferrer noopener">https://www.cbo.gov/publication/61172</a> <a href="https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater" target="_blank" rel="noreferrer noopener"> https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater</a> <a href="https://fred.stlouisfed.org/series/M2SL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/M2SL</a> <a href="https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024" target="_blank" rel="noreferrer noopener"> https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024</a> <a href="https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4582</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/cfc662088ad0032a034245859af9af06.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!</title><link>https://www.spreaker.com/episode/trump-s-first-week-inauguration-recap-executive-actions-tiktok-stargate-sacks-is-back--75243467</link><description><![CDATA[(0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown (33:39) TikTok's grace period extended, valuing the business, US new equity strategy? (57:01) Jan 6th pardons, birthright citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netflix's stock rise correlates with some alarming societal trends (1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Thomas Laffont: <a href="https://www.linkedin.com/in/thomas-laffont-02430914" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/thomas-laffont-02430914</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/dontcallmeraylo/status/1882444994264629402" target="_blank" rel="noreferrer noopener">https://x.com/dontcallmeraylo/status/1882444994264629402</a> <a href="https://x.com/craigkellyXXX/status/1882170281722339700" target="_blank" rel="noreferrer noopener">https://x.com/craigkellyXXX/status/1882170281722339700</a> <a href="https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993" target="_blank" rel="noreferrer noopener"> https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993</a> <a href="https://www.whitehouse.gov/presidential-actions" target="_blank" rel="noreferrer noopener">https://www.whitehouse.gov/presidential-actions</a> <a href="https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html</a> <a href="https://constitution.congress.gov/constitution/amendment-14" target="_blank" rel="noreferrer noopener">https://constitution.congress.gov/constitution/amendment-14</a> <a href="https://avalon.law.yale.edu/18th_century/fed74.asp" target="_blank" rel="noreferrer noopener">https://avalon.law.yale.edu/18th_century/fed74.asp</a> <a href="https://x.com/OpenAI/status/1881830103858172059" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/1881830103858172059</a> <a href="https://x.com/sama/status/1882106524090482701" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/1882106524090482701</a> <a href="https://x.com/GavinSBaker/status/1882081746877063677" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker/status/1882081746877063677</a> <a href="https://x.com/elonmusk/status/1881923570458304780" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1881923570458304780</a> <a href="https://x.com/elonmusk/status/1882303826214162580" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1882303826214162580</a> <a href="https://x.com/satyanadella/status/1882340818289307954" target="_blank" rel="noreferrer noopener">https://x.com/satyanadella/status/1882340818289307954</a> <a href="https://x.com/GregKamradt/status/1881762305152872654" target="_blank" rel="noreferrer noopener">https://x.com/GregKamradt/status/1881762305152872654</a> <a href="https://x.com/chamath/status/1881773205498876255" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1881773205498876255</a> <a href="https://x.com/documentingbtc/status/1882530869010989287" target="_blank" rel="noreferrer noopener">https://x.com/documentingbtc/status/1882530869010989287</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence</a> <a href="https://www.whitehouse.gov/presidential-actions/2025/01/presidents-council-of-advisors-on-science-and-technology" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/presidential-actions/2025/01/presidents-council-of-advisors-on-science-and-technology</a> <a href="https://www.goodreads.com/quotes/489251-in-this-age-in-this-country-public-sentiment-is-everything" target="_blank" rel="noreferrer noopener"> https://www.goodreads.com/quotes/489251-in-this-age-in-this-country-public-sentiment-is-everything</a> <a href="https://x.com/SpeakerJohnson/status/1882083118032846868" target="_blank" rel="noreferrer noopener">https://x.com/SpeakerJohnson/status/1882083118032846868</a>]]></description><guid isPermaLink="false">ba38abb7-7534-4942-8c5a-46bf60632fd3</guid><pubDate>Sat, 25 Jan 2025 02:52:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243467/allin_e212.mp3" length="180776685" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown (33:39) TikTok's grace period extended, valuing the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown (33:39) TikTok's grace period extended, valuing the business, US new equity strategy? (57:01) Jan 6th pardons, birthright citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netflix's stock rise correlates with some alarming societal trends (1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Thomas Laffont: <a href="https://www.linkedin.com/in/thomas-laffont-02430914" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/in/thomas-laffont-02430914</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/dontcallmeraylo/status/1882444994264629402" target="_blank" rel="noreferrer noopener">https://x.com/dontcallmeraylo/status/1882444994264629402</a> <a href="https://x.com/craigkellyXXX/status/1882170281722339700" target="_blank" rel="noreferrer noopener">https://x.com/craigkellyXXX/status/1882170281722339700</a> <a href="https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993" target="_blank" rel="noreferrer noopener"> https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993</a> <a href="https://www.whitehouse.gov/presidential-actions" target="_blank" rel="noreferrer noopener">https://www.whitehouse.gov/presidential-actions</a> <a href="https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html</a> <a href="https://constitution.congress.gov/constitution/amendment-14" target="_blank" rel="noreferrer noopener">https://constitution.congress.gov/constitution/amendment-14</a> <a href="https://avalon.law.yale.edu/18th_century/fed74.asp" target="_blank" rel="noreferrer noopener">https://avalon.law.yale.edu/18th_century/fed74.asp</a> <a href="https://x.com/OpenAI/status/1881830103858172059" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/1881830103858172059</a> <a href="https://x.com/sama/status/1882106524090482701" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/1882106524090482701</a> <a href="https://x.com/GavinSBaker/status/1882081746877063677" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker/status/1882081746877063677</a> <a...]]></itunes:summary><itunes:duration>7533</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d870d4cd0fead24f55c035432cf5ba9d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inauguration Interviews: Trump's Talent, Democratic Rebrand &amp; more with House Whip Emmer, Reps Swalwell &amp; Khanna</title><link>https://www.spreaker.com/episode/inauguration-interviews-trump-s-talent-democratic-rebrand-more-with-house-whip-emmer-reps-swalwell-khanna--75243454</link><description><![CDATA[(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) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more (1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Whip Emmer: <a href="https://x.com/GOPMajorityWhip" target="_blank" rel="noreferrer noopener">https://x.com/GOPMajorityWhip</a> Follow Rep. Swalwell: <a href="https://x.com/ericswalwell" target="_blank" rel="noreferrer noopener">https://x.com/ericswalwell</a> Follow Rep. Khanna: <a href="https://x.com/RoKhanna" target="_blank" rel="noreferrer noopener">https://x.com/RoKhanna</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">fccdfa23-2871-4b7d-992e-cea79c56ef08</guid><pubDate>Mon, 20 Jan 2025 04:39:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243454/250119_congress.mp3" length="150655314" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban,...</itunes:subtitle><itunes:summary><![CDATA[(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) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more (1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Whip Emmer: <a href="https://x.com/GOPMajorityWhip" target="_blank" rel="noreferrer noopener">https://x.com/GOPMajorityWhip</a> Follow Rep. Swalwell: <a href="https://x.com/ericswalwell" target="_blank" rel="noreferrer noopener">https://x.com/ericswalwell</a> Follow Rep. Khanna: <a href="https://x.com/RoKhanna" target="_blank" rel="noreferrer noopener">https://x.com/RoKhanna</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>6278</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/7f81a3c5cc27d6e2a2916030f25e22db.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Senator Ted Cruz | The All-In Inauguration Series</title><link>https://www.spreaker.com/episode/senator-ted-cruz-the-all-in-inauguration-series--75243477</link><description><![CDATA[(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 entrepreneurship (10:25) Thoughts on immigration, serving in the Senate, over-politicization (16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity (23:54) How Sen. Cruz would approach Trump's first two weeks of his second term (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada (42:45) Thoughts on Senate confirmation hearings Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Senator Cruz: <a href="https://x.com/tedcruz" target="_blank" rel="noreferrer noopener">https://x.com/tedcruz</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">83e044e9-6a2a-4e4a-96a9-a03d5b1b29e2</guid><pubDate>Sun, 19 Jan 2025 23:27:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243477/250119_cruz_ch.mp3" length="69389655" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 entrepreneurship (10:25) Thoughts on immigration, serving in the Senate, over-politicization (16:55) How to create...</itunes:subtitle><itunes:summary><![CDATA[(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 entrepreneurship (10:25) Thoughts on immigration, serving in the Senate, over-politicization (16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity (23:54) How Sen. Cruz would approach Trump's first two weeks of his second term (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada (42:45) Thoughts on Senate confirmation hearings Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Senator Cruz: <a href="https://x.com/tedcruz" target="_blank" rel="noreferrer noopener">https://x.com/tedcruz</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2892</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/262f3a2d8ba2936d364a9f5e9c265f3e.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs</title><link>https://www.spreaker.com/episode/red-pilled-billionaires-la-fire-update-newsom-s-price-caps-tiktok-ban-jobless-mbas--75243495</link><description><![CDATA[(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 differences (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls (51:32) Congestion pricing in NYC, fixing broken cities (1:08:33) TikTok ban: origin and potential outcomes (1:19:15) MBA hiring downturn (1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs! Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Mark Pincus: <a href="https://x.com/markpinc" target="_blank" rel="noreferrer noopener">https://x.com/markpinc</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.piratewires.com" target="_blank" rel="noreferrer noopener">https://www.piratewires.com</a> <a href="https://x.com/micsolana" target="_blank" rel="noreferrer noopener">https://x.com/micsolana</a> <a href="https://www.athena.com" target="_blank" rel="noreferrer noopener">https://www.athena.com</a> <a href="https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump</a> <a href="https://x.com/TheTechnXMedia/status/1878459564980392410" target="_blank" rel="noreferrer noopener">https://x.com/TheTechnXMedia/status/1878459564980392410</a> <a href="https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf" target="_blank" rel="noreferrer noopener"> https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf</a> <a href="https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf" target="_blank" rel="noreferrer noopener"> https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf</a> <a href="https://x.com/MayorOfLA/status/1878630125786566664" target="_blank" rel="noreferrer noopener">https://x.com/MayorOfLA/status/1878630125786566664</a> <a href="https://congestionreliefzone.mta.info" target="_blank" rel="noreferrer noopener">https://congestionreliefzone.mta.info</a> <a href="https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html</a> <a href="https://x.com/friedberg/status/1652334973586915328" target="_blank" rel="noreferrer noopener">https://x.com/friedberg/status/1652334973586915328</a> <a href="https://x.com/markpinc/status/1878575249505333606" target="_blank" rel="noreferrer noopener">https://x.com/markpinc/status/1878575249505333606</a> <a href="https://www.youtube.com/watch?v=T72DfPEBn0A&amp;t=29s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=T72DfPEBn0A&amp;t=29s</a> <a href="https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option</a> <a href="https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec</a>]]></description><guid isPermaLink="false">1dc658ef-2ea3-4b99-a600-08fef880291a</guid><pubDate>Sat, 18 Jan 2025 01:21:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243495/allin_e211.mp3" length="148119003" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 differences (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls (51:32)...</itunes:subtitle><itunes:summary><![CDATA[(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 differences (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls (51:32) Congestion pricing in NYC, fixing broken cities (1:08:33) TikTok ban: origin and potential outcomes (1:19:15) MBA hiring downturn (1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs! Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Mark Pincus: <a href="https://x.com/markpinc" target="_blank" rel="noreferrer noopener">https://x.com/markpinc</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.piratewires.com" target="_blank" rel="noreferrer noopener">https://www.piratewires.com</a> <a href="https://x.com/micsolana" target="_blank" rel="noreferrer noopener">https://x.com/micsolana</a> <a href="https://www.athena.com" target="_blank" rel="noreferrer noopener">https://www.athena.com</a> <a href="https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump</a> <a href="https://x.com/TheTechnXMedia/status/1878459564980392410" target="_blank" rel="noreferrer noopener">https://x.com/TheTechnXMedia/status/1878459564980392410</a> <a href="https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf" target="_blank" rel="noreferrer noopener"> https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf</a> <a href="https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf" target="_blank" rel="noreferrer noopener"> https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf</a> <a href="https://x.com/MayorOfLA/status/1878630125786566664" target="_blank" rel="noreferrer noopener">https://x.com/MayorOfLA/status/1878630125786566664</a> <a href="https://congestionreliefzone.mta.info" target="_blank" rel="noreferrer noopener">https://congestionreliefzone.mta.info</a> <a href="https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html</a> <a href="https://x.com/friedberg/status/1652334973586915328" target="_blank" rel="noreferrer noopener">https://x.com/friedberg/status/1652334973586915328</a> <a href="https://x.com/markpinc/status/1878575249505333606" target="_blank" rel="noreferrer noopener">https://x.com/markpinc/status/1878575249505333606</a> <a...]]></itunes:summary><itunes:duration>6172</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/11bf65320b1c1d7ee46ce8c789542eb7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland</title><link>https://www.spreaker.com/episode/la-s-wildfire-disaster-zuck-flips-on-free-speech-why-trump-wants-greenland--75243514</link><description><![CDATA[(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids? Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Cyan Banister: <a href="https://x.com/cyantist" target="_blank" rel="noreferrer noopener">https://x.com/cyantist</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=_SQ_myzmV_Q" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=_SQ_myzmV_Q</a> <a href="https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php" target="_blank" rel="noreferrer noopener">https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php</a> <a href="https://x.com/JonVigliotti/status/1877020919475884110" target="_blank" rel="noreferrer noopener">https://x.com/JonVigliotti/status/1877020919475884110</a> <a href="https://x.com/FearedBuck/status/1877355797245514085" target="_blank" rel="noreferrer noopener">https://x.com/FearedBuck/status/1877355797245514085</a> <a href="https://www.youtube.com/watch?v=vKJ5WeBc7Us" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=vKJ5WeBc7Us</a> <a href="https://x.com/CrazyyHub/status/1823574726738092402" target="_blank" rel="noreferrer noopener">https://x.com/CrazyyHub/status/1823574726738092402</a> <a href="https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html</a> <a href="https://www.rainmaker.com" target="_blank" rel="noreferrer noopener">https://www.rainmaker.com</a> <a href="https://www.ksbw.com/article/california-fire-evacuation-maps/63382651" target="_blank" rel="noreferrer noopener"> https://www.ksbw.com/article/california-fire-evacuation-maps/63382651</a> <a href="https://x.com/shaunmmaguire/status/1877366727547433382" target="_blank" rel="noreferrer noopener">https://x.com/shaunmmaguire/status/1877366727547433382</a> <a href="https://x.com/WorldTimesWT/status/1876887200526111017" target="_blank" rel="noreferrer noopener">https://x.com/WorldTimesWT/status/1876887200526111017</a> <a href="https://x.com/ericabbenante/status/1877207054105886836" target="_blank" rel="noreferrer noopener">https://x.com/ericabbenante/status/1877207054105886836</a> <a href="https://x.com/laurapowellesq/status/1877143625588682940" target="_blank" rel="noreferrer noopener">https://x.com/laurapowellesq/status/1877143625588682940</a> <a href="https://x.com/jeremykauffman/status/1877128641802285064" target="_blank" rel="noreferrer noopener">https://x.com/jeremykauffman/status/1877128641802285064</a> <a href="https://x.com/deb8rr/status/1877539354802876576" target="_blank" rel="noreferrer noopener">https://x.com/deb8rr/status/1877539354802876576</a> <a href="https://x.com/Jason/status/1877183155821494513" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1877183155821494513</a> <a href="https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes" target="_blank" rel="noreferrer noopener"> https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes</a> <a href="https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf" target="_blank" rel="noreferrer noopener"> https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf</a> <a href="https://x.com/townhallcom/status/1876684277787873397" target="_blank" rel="noreferrer noopener">https://x.com/townhallcom/status/1876684277787873397</a> <a href="https://www.wsj.com/tech/ai/nvidia-ceo-pitches-robotics-cars-as-growth-areas-to-consumer-electronics-audience-68905f2d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/nvidia-ceo-pitches-robotics-cars-as-growth-areas-to-consumer-electronics-audience-68905f2d</a> <a href="https://www.nvidia.com/en-us/project-digits" target="_blank" rel="noreferrer noopener">https://www.nvidia.com/en-us/project-digits</a> <a href="https://polymarket.com/markets/creators/all-in" target="_blank" rel="noreferrer noopener">https://polymarket.com/markets/creators/all-in</a>  ]]></description><guid isPermaLink="false">4c252925-8365-4407-bf2d-f3c6c25fe49d</guid><pubDate>Sat, 11 Jan 2025 01:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243514/allin_e210.mp3" length="154526086" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires...</itunes:subtitle><itunes:summary><![CDATA[(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids? Follow the Besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Cyan Banister: <a href="https://x.com/cyantist" target="_blank" rel="noreferrer noopener">https://x.com/cyantist</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=_SQ_myzmV_Q" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=_SQ_myzmV_Q</a> <a href="https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php" target="_blank" rel="noreferrer noopener">https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php</a> <a href="https://x.com/JonVigliotti/status/1877020919475884110" target="_blank" rel="noreferrer noopener">https://x.com/JonVigliotti/status/1877020919475884110</a> <a href="https://x.com/FearedBuck/status/1877355797245514085" target="_blank" rel="noreferrer noopener">https://x.com/FearedBuck/status/1877355797245514085</a> <a href="https://www.youtube.com/watch?v=vKJ5WeBc7Us" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=vKJ5WeBc7Us</a> <a href="https://x.com/CrazyyHub/status/1823574726738092402" target="_blank" rel="noreferrer noopener">https://x.com/CrazyyHub/status/1823574726738092402</a> <a href="https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html</a> <a href="https://www.rainmaker.com" target="_blank" rel="noreferrer noopener">https://www.rainmaker.com</a> <a href="https://www.ksbw.com/article/california-fire-evacuation-maps/63382651" target="_blank" rel="noreferrer noopener"> https://www.ksbw.com/article/california-fire-evacuation-maps/63382651</a> <a href="https://x.com/shaunmmaguire/status/1877366727547433382" target="_blank" rel="noreferrer noopener">https://x.com/shaunmmaguire/status/1877366727547433382</a> <a href="https://x.com/WorldTimesWT/status/1876887200526111017" target="_blank" rel="noreferrer noopener">https://x.com/WorldTimesWT/status/1876887200526111017</a> <a href="https://x.com/ericabbenante/status/1877207054105886836" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6439</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/760aa6faf8127e381ccefece727d09aa.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2025 Predictions with bestie Gavin Baker</title><link>https://www.spreaker.com/episode/2025-predictions-with-bestie-gavin-baker--75243498</link><description><![CDATA[(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 Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Gavin Baker: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://shop.unitree.com/products/unitree-go2" target="_blank" rel="noreferrer noopener">https://shop.unitree.com/products/unitree-go2</a> <a href="https://shop.unitree.com/products/unitree-g1" target="_blank" rel="noreferrer noopener">https://shop.unitree.com/products/unitree-g1</a> <a href="https://a16zcrypto.com/posts/article/state-of-crypto-report-2024" target="_blank" rel="noreferrer noopener">https://a16zcrypto.com/posts/article/state-of-crypto-report-2024</a> <a href="https://x.com/chamath/status/1873144394100187263" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1873144394100187263</a> <a href="https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025</a>]]></description><guid isPermaLink="false">8d4ffdaa-2e4d-4c7e-8238-983294ea5372</guid><pubDate>Sat, 04 Jan 2025 00:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243498/allin_e209.mp3" length="166400774" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief...</itunes:subtitle><itunes:summary><![CDATA[(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 Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Gavin Baker: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://shop.unitree.com/products/unitree-go2" target="_blank" rel="noreferrer noopener">https://shop.unitree.com/products/unitree-go2</a> <a href="https://shop.unitree.com/products/unitree-g1" target="_blank" rel="noreferrer noopener">https://shop.unitree.com/products/unitree-g1</a> <a href="https://a16zcrypto.com/posts/article/state-of-crypto-report-2024" target="_blank" rel="noreferrer noopener">https://a16zcrypto.com/posts/article/state-of-crypto-report-2024</a> <a href="https://x.com/chamath/status/1873144394100187263" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1873144394100187263</a> <a href="https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025</a>]]></itunes:summary><itunes:duration>6934</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/e19994e35c47e7b69737dea17223ed3d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie</title><link>https://www.spreaker.com/episode/doge-kills-its-first-bill-zuck-vs-openai-google-s-ai-comeback-with-bestie-aaron-levie--75243520</link><description><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Aaron Levie: <a href="https://x.com/levie" target="_blank" rel="noreferrer noopener">https://x.com/levie</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14</a> <a href="https://x.com/Jason/status/1869816646954823916" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1869816646954823916</a> <a href="https://docs.house.gov/billsthisweek/20241216/CR.pdf" target="_blank" rel="noreferrer noopener">https://docs.house.gov/billsthisweek/20241216/CR.pdf</a> <a href="https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution</a> <a href="https://x.com/KobeissiLetter/status/1869730547851051029" target="_blank" rel="noreferrer noopener">https://x.com/KobeissiLetter/status/1869730547851051029</a> <a href="https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024</a> <a href="https://x.com/VivekGRamaswamy/status/1869407887983821089" target="_blank" rel="noreferrer noopener">https://x.com/VivekGRamaswamy/status/1869407887983821089</a> <a href="https://avalon.law.yale.edu/18th_century/fed58.asp" target="_blank" rel="noreferrer noopener">https://avalon.law.yale.edu/18th_century/fed58.asp</a> <a href="https://x.com/patrickc/status/1869422495985750459" target="_blank" rel="noreferrer noopener">https://x.com/patrickc/status/1869422495985750459</a> <a href="https://x.com/chamath/status/1869773044832718917" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1869773044832718917</a> <a href="https://x.com/SpeakerPelosi/status/1869871681830879256" target="_blank" rel="noreferrer noopener">https://x.com/SpeakerPelosi/status/1869871681830879256</a> <a href="https://x.com/RepJayapal/status/1869823494588162475" target="_blank" rel="noreferrer noopener">https://x.com/RepJayapal/status/1869823494588162475</a> <a href="https://x.com/elonmusk/status/1869485580276629975" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1869485580276629975</a> <a href="https://x.com/elonmusk/status/1869482581181554704" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1869482581181554704</a> <a href="https://x.com/elonmusk/status/1869487359420727338" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1869487359420727338</a> <a href="https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839</a> <a href="https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html</a> <a href="https://x.com/KanekoaTheGreat" target="_blank" rel="noreferrer noopener">https://x.com/KanekoaTheGreat</a> <a href="https://x.com/AutismCapital" target="_blank" rel="noreferrer noopener">https://x.com/AutismCapital</a> <a href="https://x.com/Geiger_Capital" target="_blank" rel="noreferrer noopener">https://x.com/Geiger_Capital</a> <a href="https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html</a> <a href="https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring</a> <a href="https://openai.com/index/scale-the-benefits-of-ai" target="_blank" rel="noreferrer noopener">https://openai.com/index/scale-the-benefits-of-ai</a> <a href="https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html</a> <a href="https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0</a> <a href="https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk</a> <a href="https://x.com/DailyPalantir/status/1869097046889882057" target="_blank" rel="noreferrer noopener">https://x.com/DailyPalantir/status/1869097046889882057</a> <a href="https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers</a> <a href="https://x.com/GoogleDeepMind/status/1868703624714395907" target="_blank" rel="noreferrer noopener">https://x.com/GoogleDeepMind/status/1868703624714395907</a> <a href="https://x.com/_philschmid/status/1869639246434246966" target="_blank" rel="noreferrer noopener">https://x.com/_philschmid/status/1869639246434246966</a>]]></description><guid isPermaLink="false">8bc2a727-1527-41ad-ba82-2fc7ca3d210b</guid><pubDate>Fri, 20 Dec 2024 22:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243520/allin_e208_v2.mp3" length="139123366" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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)...</itunes:subtitle><itunes:summary><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Aaron Levie: <a href="https://x.com/levie" target="_blank" rel="noreferrer noopener">https://x.com/levie</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14</a> <a href="https://x.com/Jason/status/1869816646954823916" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1869816646954823916</a> <a href="https://docs.house.gov/billsthisweek/20241216/CR.pdf" target="_blank" rel="noreferrer noopener">https://docs.house.gov/billsthisweek/20241216/CR.pdf</a> <a href="https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution</a> <a href="https://x.com/KobeissiLetter/status/1869730547851051029" target="_blank" rel="noreferrer noopener">https://x.com/KobeissiLetter/status/1869730547851051029</a> <a href="https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024</a> <a href="https://x.com/VivekGRamaswamy/status/1869407887983821089" target="_blank" rel="noreferrer noopener">https://x.com/VivekGRamaswamy/status/1869407887983821089</a> <a href="https://avalon.law.yale.edu/18th_century/fed58.asp" target="_blank" rel="noreferrer noopener">https://avalon.law.yale.edu/18th_century/fed58.asp</a> <a href="https://x.com/patrickc/status/1869422495985750459" target="_blank" rel="noreferrer noopener">https://x.com/patrickc/status/1869422495985750459</a> <a href="https://x.com/chamath/status/1869773044832718917" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1869773044832718917</a> <a href="https://x.com/SpeakerPelosi/status/1869871681830879256" target="_blank" rel="noreferrer noopener">https://x.com/SpeakerPelosi/status/1869871681830879256</a> <a href="https://x.com/RepJayapal/status/1869823494588162475"...]]></itunes:summary><itunes:duration>5797</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5d3868682a2a8a28b3eecb9fc778ad0a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois</title><link>https://www.spreaker.com/episode/trump-s-cabinet-google-s-quantum-chip-apple-s-flop-tiktok-state-of-vc-with-bestie-keith-rabois--75243406</link><description><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Keith: <a href="https://x.com/rabois" target="_blank" rel="noreferrer noopener">https://x.com/rabois</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.tiktok.com/@frankielapenna/video/7010077215576575238" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@frankielapenna/video/7010077215576575238</a> <a href="https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk</a> <a href="https://blog.google/technology/research/google-willow-quantum-chip" target="_blank" rel="noreferrer noopener"> https://blog.google/technology/research/google-willow-quantum-chip</a> <a href="https://www.nature.com/articles/s41586-024-08449-y" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41586-024-08449-y</a> <a href="https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit" target="_blank" rel="noreferrer noopener"> https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit</a> <a href="https://quantumai.google/roadmap" target="_blank" rel="noreferrer noopener">https://quantumai.google/roadmap</a> <a href="https://en.wikipedia.org/wiki/Hartmut_Neven" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Hartmut_Neven</a> <a href="https://en.wikipedia.org/wiki/Double-slit_experiment" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Double-slit_experiment</a> <a href="https://www.discovery.com/science/Double-Slit-Experiment" target="_blank" rel="noreferrer noopener">https://www.discovery.com/science/Double-Slit-Experiment</a> <a href="https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat</a> <a href="https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo</a> <a href="https://x.com/rabois/status/870673635375104000" target="_blank" rel="noreferrer noopener">https://x.com/rabois/status/870673635375104000</a> <a href="https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656</a> <a href="https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html</a> <a href="https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235</a> <a href="https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d</a> <a href="https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor" target="_blank" rel="noreferrer noopener"> https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor</a> <a href="https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html</a> <a href="https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html</a> <a href="https://www.ben-evans.com/benedictevans/2021/6/15/antitrust" target="_blank" rel="noreferrer noopener">https://www.ben-evans.com/benedictevans/2021/6/15/antitrust</a> <a href="https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade</a>]]></description><guid isPermaLink="false">98f4c2bd-b191-4478-810b-560cfbb0df9f</guid><pubDate>Fri, 13 Dec 2024 16:58:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75243406/allin_e207.mp3" length="127179896" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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...</itunes:subtitle><itunes:summary><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Keith: <a href="https://x.com/rabois" target="_blank" rel="noreferrer noopener">https://x.com/rabois</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.tiktok.com/@frankielapenna/video/7010077215576575238" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@frankielapenna/video/7010077215576575238</a> <a href="https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk</a> <a href="https://blog.google/technology/research/google-willow-quantum-chip" target="_blank" rel="noreferrer noopener"> https://blog.google/technology/research/google-willow-quantum-chip</a> <a href="https://www.nature.com/articles/s41586-024-08449-y" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41586-024-08449-y</a> <a href="https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit" target="_blank" rel="noreferrer noopener"> https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit</a> <a href="https://quantumai.google/roadmap" target="_blank" rel="noreferrer noopener">https://quantumai.google/roadmap</a> <a href="https://en.wikipedia.org/wiki/Hartmut_Neven" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Hartmut_Neven</a> <a href="https://en.wikipedia.org/wiki/Double-slit_experiment" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Double-slit_experiment</a> <a href="https://www.discovery.com/science/Double-Slit-Experiment" target="_blank" rel="noreferrer noopener">https://www.discovery.com/science/Double-Slit-Experiment</a> <a href="https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat</a> <a...]]></itunes:summary><itunes:duration>5299</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/bee37289692c49010049424cbc65c155.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker &amp; Joe Lonsdale</title><link>https://www.spreaker.com/episode/new-sec-chair-bitcoin-xai-supercomputer-unitedhealth-ceo-murder-with-gavin-baker-joe-lonsdale--75245768</link><description><![CDATA[(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!: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Gavin Baker: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Joe Lonsdale: <a href="https://x.com/JTLonsdale" target="_blank" rel="noreferrer noopener">https://x.com/JTLonsdale</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/113603133222686186" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/113603133222686186</a> <a href="https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html</a> <a href="https://x.com/davidmarcus/status/1862654506774810641" target="_blank" rel="noreferrer noopener">https://x.com/davidmarcus/status/1862654506774810641</a> <a href="https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade</a> <a href="https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f</a> <a href="https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot</a> <a href="https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&amp;cid=social_twitter_abcn" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&amp;cid=social_twitter_abcn</a> <a href="https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes</a>]]></description><guid isPermaLink="false">5aa38ce8-915f-4396-bd0d-e4b08786aac3</guid><pubDate>Sat, 07 Dec 2024 00:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245768/allin_e206.mp3" length="121421496" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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...</itunes:subtitle><itunes:summary><![CDATA[(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!: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Gavin Baker: <a href="https://x.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://x.com/GavinSBaker</a> Follow Joe Lonsdale: <a href="https://x.com/JTLonsdale" target="_blank" rel="noreferrer noopener">https://x.com/JTLonsdale</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://truthsocial.com/@realDonaldTrump/posts/113603133222686186" target="_blank" rel="noreferrer noopener"> https://truthsocial.com/@realDonaldTrump/posts/113603133222686186</a> <a href="https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html</a> <a href="https://x.com/davidmarcus/status/1862654506774810641" target="_blank" rel="noreferrer noopener">https://x.com/davidmarcus/status/1862654506774810641</a> <a href="https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade</a> <a href="https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f</a> <a href="https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot</a> <a href="https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&amp;cid=social_twitter_abcn" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&amp;cid=social_twitter_abcn</a> <a...]]></itunes:summary><itunes:duration>5060</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/231096b4a9fe504c318d0e4cb2f536bb.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory</title><link>https://www.spreaker.com/episode/doge-unveils-a-roadmap-unlocking-gdp-growth-ww3-escalation-fat-cell-memory--75245813</link><description><![CDATA[(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," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!: <a href="https://allin.ticketsauce.com/e/all-in-holiday-spectacular" target="_blank" rel="noreferrer noopener">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020</a> <a href="https://x.com/BehizyTweets/status/1859364239229821022" target="_blank" rel="noreferrer noopener">https://x.com/BehizyTweets/status/1859364239229821022</a> <a href="https://x.com/sfliberty/status/1858936359949304105" target="_blank" rel="noreferrer noopener">https://x.com/sfliberty/status/1858936359949304105</a> <a href="https://x.com/MarioNawfal/status/1859946626271388068" target="_blank" rel="noreferrer noopener">https://x.com/MarioNawfal/status/1859946626271388068</a> <a href="https://x.com/realdogenews/status/1859233043686334791" target="_blank" rel="noreferrer noopener">https://x.com/realdogenews/status/1859233043686334791</a> <a href="https://x.com/popeye31jc/status/1859233598328492360" target="_blank" rel="noreferrer noopener">https://x.com/popeye31jc/status/1859233598328492360</a> <a href="https://x.com/MattForVA/status/1859248996377612755" target="_blank" rel="noreferrer noopener">https://x.com/MattForVA/status/1859248996377612755</a> <a href="https://www.youtube.com/watch?v=8NLzc9kobDk" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=8NLzc9kobDk</a> <a href="https://tradingeconomics.com/argentina/inflation-cpi" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/argentina/inflation-cpi</a> <a href="https://x.com/TrumpWarRoom/status/1858258226199818595" target="_blank" rel="noreferrer noopener">https://x.com/TrumpWarRoom/status/1858258226199818595</a> <a href="https://x.com/Pismo_B/status/1858018620456186221" target="_blank" rel="noreferrer noopener">https://x.com/Pismo_B/status/1858018620456186221</a> <a href="https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html</a> <a href="https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html</a> <a href="https://www.nature.com/articles/s41586-024-08165-7" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41586-024-08165-7</a> <a href="https://x.com/bryan_johnson/status/1860022160833806646" target="_blank" rel="noreferrer noopener">https://x.com/bryan_johnson/status/1860022160833806646</a>]]></description><guid isPermaLink="false">642e8577-5bad-4224-93eb-f16b2f48e58e</guid><pubDate>Sat, 23 Nov 2024 15:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245813/allin_e205_v2.mp3" length="100952778" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat...</itunes:subtitle><itunes:summary><![CDATA[(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," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!: <a href="https://allin.ticketsauce.com/e/all-in-holiday-spectacular" target="_blank" rel="noreferrer noopener">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020</a> <a href="https://x.com/BehizyTweets/status/1859364239229821022" target="_blank" rel="noreferrer noopener">https://x.com/BehizyTweets/status/1859364239229821022</a> <a href="https://x.com/sfliberty/status/1858936359949304105" target="_blank" rel="noreferrer noopener">https://x.com/sfliberty/status/1858936359949304105</a> <a href="https://x.com/MarioNawfal/status/1859946626271388068" target="_blank" rel="noreferrer noopener">https://x.com/MarioNawfal/status/1859946626271388068</a> <a href="https://x.com/realdogenews/status/1859233043686334791" target="_blank" rel="noreferrer noopener">https://x.com/realdogenews/status/1859233043686334791</a> <a href="https://x.com/popeye31jc/status/1859233598328492360" target="_blank" rel="noreferrer noopener">https://x.com/popeye31jc/status/1859233598328492360</a> <a href="https://x.com/MattForVA/status/1859248996377612755" target="_blank" rel="noreferrer noopener">https://x.com/MattForVA/status/1859248996377612755</a> <a href="https://www.youtube.com/watch?v=8NLzc9kobDk" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=8NLzc9kobDk</a> <a href="https://tradingeconomics.com/argentina/inflation-cpi" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/argentina/inflation-cpi</a> <a href="https://x.com/TrumpWarRoom/status/1858258226199818595" target="_blank" rel="noreferrer noopener">https://x.com/TrumpWarRoom/status/1858258226199818595</a> <a href="https://x.com/Pismo_B/status/1858018620456186221" target="_blank" rel="noreferrer noopener">https://x.com/Pismo_B/status/1858018620456186221</a> <a href="https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4207</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/bff0c5725d8ce3d06477220a1a6c2ff7.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump's market impact: Bitcoin, M&amp;A, IPOs + transition picks; Polymarket CEO raided by FBI</title><link>https://www.spreaker.com/episode/trump-s-market-impact-bitcoin-m-a-ipos-transition-picks-polymarket-ceo-raided-by-fbi--75245778</link><description><![CDATA[(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&amp;A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: <a href="https://allin.ticketsauce.com/e/all-in-holiday-spectacular" target="_blank" rel="noreferrer noopener">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/BTC-USD" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BTC-USD</a> <a href="https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424</a> <a href="https://fred.stlouisfed.org/series/DGS10" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/DGS10</a> <a href="https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11</a> <a href="https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html</a> <a href="https://x.com/elerianm/status/1857297087010107728" target="_blank" rel="noreferrer noopener">https://x.com/elerianm/status/1857297087010107728</a> <a href="https://x.com/chamath/status/1359248379377762310" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1359248379377762310</a> <a href="https://www.congress.gov/bill/118th-congress/house-bill/4763/text" target="_blank" rel="noreferrer noopener"> https://www.congress.gov/bill/118th-congress/house-bill/4763/text</a> <a href="https://stockanalysis.com/ipos/statistics" target="_blank" rel="noreferrer noopener">https://stockanalysis.com/ipos/statistics</a> <a href="https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor" target="_blank" rel="noreferrer noopener"> https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor</a> <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href="https://x.com/elonmusk/status/1848055198494728496" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1848055198494728496</a> <a href="https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html</a> <a href="https://x.com/EndWokeness/status/1856208378541769076" target="_blank" rel="noreferrer noopener">https://x.com/EndWokeness/status/1856208378541769076</a> <a href="https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf" target="_blank" rel="noreferrer noopener"> https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf</a> <a href="https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php" target="_blank" rel="noreferrer noopener"> https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php</a> <a href="https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source</a> <a href="https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform</a> <a href="https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02</a> <a href="https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180</a> <a href="https://x.com/shayne_coplan/status/1856838409861386722" target="_blank" rel="noreferrer noopener">https://x.com/shayne_coplan/status/1856838409861386722</a> <a href="https://www.cftc.gov/PressRoom/PressReleases/8478-22" target="_blank" rel="noreferrer noopener">https://www.cftc.gov/PressRoom/PressReleases/8478-22</a> <a href="https://x.com/shayne_coplan/status/1856808022481539192" target="_blank" rel="noreferrer noopener">https://x.com/shayne_coplan/status/1856808022481539192</a> <a href="https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers" target="_blank" rel="noreferrer noopener"> https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers</a> <a href="https://x.com/WallStreetSilv/status/1852863585375977877" target="_blank" rel="noreferrer noopener">https://x.com/WallStreetSilv/status/1852863585375977877</a> <a href="https://x.com/charliekirk11/status/1857237886736715971" target="_blank" rel="noreferrer noopener">https://x.com/charliekirk11/status/1857237886736715971</a> <a href="https://x.com/VivekGRamaswamy/status/1856725762130260383" target="_blank" rel="noreferrer noopener">https://x.com/VivekGRamaswamy/status/1856725762130260383</a>]]></description><guid isPermaLink="false">3efb09e0-c54f-4b6d-ab99-ef206f9ca0a7</guid><pubDate>Sat, 16 Nov 2024 16:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245778/allin_e204.mp3" length="120056351" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&amp;amp;A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&amp;A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: <a href="https://allin.ticketsauce.com/e/all-in-holiday-spectacular" target="_blank" rel="noreferrer noopener">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/BTC-USD" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BTC-USD</a> <a href="https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424</a> <a href="https://fred.stlouisfed.org/series/DGS10" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/DGS10</a> <a href="https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11</a> <a href="https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html</a> <a href="https://x.com/elerianm/status/1857297087010107728" target="_blank" rel="noreferrer noopener">https://x.com/elerianm/status/1857297087010107728</a> <a href="https://x.com/chamath/status/1359248379377762310" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1359248379377762310</a> <a href="https://www.congress.gov/bill/118th-congress/house-bill/4763/text" target="_blank" rel="noreferrer noopener"> https://www.congress.gov/bill/118th-congress/house-bill/4763/text</a> <a href="https://stockanalysis.com/ipos/statistics" target="_blank" rel="noreferrer noopener">https://stockanalysis.com/ipos/statistics</a> <a href="https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor" target="_blank" rel="noreferrer noopener"> https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor</a> <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5003</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/67a8f01b33750dd3b0e866f7747f3281.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump wins! How it happened and what's next</title><link>https://www.spreaker.com/episode/trump-wins-how-it-happened-and-what-s-next--75245942</link><description><![CDATA[(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 Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The All-In Holiday Spectacular!: <a href="https://allin.ticketsauce.com/e/all-in-holiday-spectacular" target="_blank" rel="noreferrer noopener">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/twobitidiot/status/1854192602985255042" target="_blank" rel="noreferrer noopener">https://x.com/twobitidiot/status/1854192602985255042</a> <a href="https://www.270towin.com/2024-election-results-live/president" target="_blank" rel="noreferrer noopener">https://www.270towin.com/2024-election-results-live/president</a> <a href="https://x.com/ChrisCillizza/status/1854515791690953066" target="_blank" rel="noreferrer noopener">https://x.com/ChrisCillizza/status/1854515791690953066</a> <a href="https://www.youtube.com/watch?v=_e8-KX3XKL8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=_e8-KX3XKL8</a> <a href="https://x.com/Jason/status/1854209590424121464" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1854209590424121464</a> <a href="https://x.com/SawyerMerritt/status/1854045298475110779" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1854045298475110779</a> <a href="https://x.com/DavidSacks/status/1854342908356297068" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1854342908356297068</a> <a href="https://x.com/arifleischer/status/1854270972775305291" target="_blank" rel="noreferrer noopener">https://x.com/arifleischer/status/1854270972775305291</a> <a href="https://www.fec.gov/data/spending-bythenumbers/?office=P" target="_blank" rel="noreferrer noopener">https://www.fec.gov/data/spending-bythenumbers/?office=P</a> <a href="https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going" target="_blank" rel="noreferrer noopener"> https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going</a> <a href="https://x.com/DavidSacks/status/1829383729284067659" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1829383729284067659</a> <a href="https://www.snopes.com/fact-check/trump-very-fine-people" target="_blank" rel="noreferrer noopener">https://www.snopes.com/fact-check/trump-very-fine-people</a> <a href="https://x.com/TheRabbitHole84/status/1840977783247286429" target="_blank" rel="noreferrer noopener">https://x.com/TheRabbitHole84/status/1840977783247286429</a> <a href="https://www.cnn.com/election/2024" target="_blank" rel="noreferrer noopener">https://www.cnn.com/election/2024</a> <a href="https://polymarket.com/event/house-control-after-2024-election" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/house-control-after-2024-election</a> <a href="https://x.com/MarioNawfal/status/1854536321282519396" target="_blank" rel="noreferrer noopener">https://x.com/MarioNawfal/status/1854536321282519396</a> <a href="https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en" target="_blank" rel="noreferrer noopener">https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en</a> <a href="https://x.com/DavidSacks/status/1854202717637411199" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1854202717637411199</a> <a href="https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies" target="_blank" rel="noreferrer noopener"> https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies</a> <a href="https://x.com/chamath/status/1854229735477551600" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1854229735477551600</a> <a href="https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906</a> <a href="https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html</a>]]></description><guid isPermaLink="false">03b03866-dca3-4a67-80df-f1e60ef93e96</guid><pubDate>Fri, 08 Nov 2024 19:46:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245942/allin_e203.mp3" length="148988424" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in...</itunes:subtitle><itunes:summary><![CDATA[(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 Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The All-In Holiday Spectacular!: <a href="https://allin.ticketsauce.com/e/all-in-holiday-spectacular" target="_blank" rel="noreferrer noopener">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/twobitidiot/status/1854192602985255042" target="_blank" rel="noreferrer noopener">https://x.com/twobitidiot/status/1854192602985255042</a> <a href="https://www.270towin.com/2024-election-results-live/president" target="_blank" rel="noreferrer noopener">https://www.270towin.com/2024-election-results-live/president</a> <a href="https://x.com/ChrisCillizza/status/1854515791690953066" target="_blank" rel="noreferrer noopener">https://x.com/ChrisCillizza/status/1854515791690953066</a> <a href="https://www.youtube.com/watch?v=_e8-KX3XKL8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=_e8-KX3XKL8</a> <a href="https://x.com/Jason/status/1854209590424121464" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1854209590424121464</a> <a href="https://x.com/SawyerMerritt/status/1854045298475110779" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1854045298475110779</a> <a href="https://x.com/DavidSacks/status/1854342908356297068" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1854342908356297068</a> <a href="https://x.com/arifleischer/status/1854270972775305291" target="_blank" rel="noreferrer noopener">https://x.com/arifleischer/status/1854270972775305291</a> <a href="https://www.fec.gov/data/spending-bythenumbers/?office=P" target="_blank" rel="noreferrer noopener">https://www.fec.gov/data/spending-bythenumbers/?office=P</a> <a href="https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going" target="_blank" rel="noreferrer noopener"> https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going</a> <a...]]></itunes:summary><itunes:duration>6208</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/cb073de728b49ffe67a1ac7d484fc69a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!</title><link>https://www.spreaker.com/episode/inflated-gdp-google-earnings-how-the-media-lost-trust-rogan-trump-search-controversy-election--75245911</link><description><![CDATA[(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 quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: <a href="https://www.youtube.com/watch?v=D4Xaqgd9-Ro" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=D4Xaqgd9-Ro</a> Get tickets for The All-In Holiday Spectacular!: <a href="https://allin.ticketsauce.com/e/all-in-holiday-spectacular" target="_blank" rel="noreferrer noopener">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://fred.stlouisfed.org/series/DGS10" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/DGS10</a> <a href="https://x.com/freesites_com/status/1851615700869144908" target="_blank" rel="noreferrer noopener">https://x.com/freesites_com/status/1851615700869144908</a> <a href="https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html</a> <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href="https://www.commercebank.com/about-us/prime-rate-update" target="_blank" rel="noreferrer noopener">https://www.commercebank.com/about-us/prime-rate-update</a> <a href="https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png" target="_blank" rel="noreferrer noopener"> https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png</a> <a href="https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf" target="_blank" rel="noreferrer noopener"> https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf</a> <a href="https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html</a> <a href="https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926" target="_blank" rel="noreferrer noopener"> https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926</a> <a href="https://x.com/DavidSacks/status/1818467743479542130" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1818467743479542130</a> <a href="https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx</a> <a href="https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx</a> <a href="https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll</a> <a href="https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust</a> <a href="https://x.com/DavidSacks/status/1850277560816681255" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1850277560816681255</a> <a href="https://x.com/DavidSacks/status/1850979360037356001/photo/1" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1850979360037356001/photo/1</a> <a href="https://x.com/davidsacks/status/1844429818554876026" target="_blank" rel="noreferrer noopener">https://x.com/davidsacks/status/1844429818554876026</a> <a href="https://x.com/elonmusk/status/1851745648313602189" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1851745648313602189</a>]]></description><guid isPermaLink="false">424eb35f-de69-4a64-a8c3-95dcd3df4d13</guid><pubDate>Fri, 01 Nov 2024 21:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245911/allin_e202_v2.mp3" length="130850090" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public...</itunes:subtitle><itunes:summary><![CDATA[(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 quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: <a href="https://www.youtube.com/watch?v=D4Xaqgd9-Ro" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=D4Xaqgd9-Ro</a> Get tickets for The All-In Holiday Spectacular!: <a href="https://allin.ticketsauce.com/e/all-in-holiday-spectacular" target="_blank" rel="noreferrer noopener">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://fred.stlouisfed.org/series/DGS10" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/DGS10</a> <a href="https://x.com/freesites_com/status/1851615700869144908" target="_blank" rel="noreferrer noopener">https://x.com/freesites_com/status/1851615700869144908</a> <a href="https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html</a> <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href="https://www.commercebank.com/about-us/prime-rate-update" target="_blank" rel="noreferrer noopener">https://www.commercebank.com/about-us/prime-rate-update</a> <a href="https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png" target="_blank" rel="noreferrer noopener"> https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png</a> <a href="https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf" target="_blank" rel="noreferrer noopener"> https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf</a> <a href="https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5452</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/2ad6d41ad7da1e24a1c4853ce05de18f.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks</title><link>https://www.spreaker.com/episode/markets-turn-trump-long-rates-spike-election-home-stretch-influencer-mania-saving-starbucks--75245816</link><description><![CDATA[(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> (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: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> <a href="https://fred.stlouisfed.org/series/DGS10" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/DGS10</a> <a href="https://www.google.com/finance/quote/GCW00:COMEX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GCW00:COMEX</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/BTC-USD" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BTC-USD</a> <a href="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" target="_blank" rel="noreferrer noopener"> 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</a> <a href="https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e</a> <a href="https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html</a> <a href="https://fred.stlouisfed.org/series/A091RC1Q027SBEA" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/A091RC1Q027SBEA</a> <a href="https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes" target="_blank" rel="noreferrer noopener"> https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes</a> <a href="https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09" target="_blank" rel="noreferrer noopener"> https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09</a> <a href="https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23</a> <a href="https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html</a> <a href="https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report" target="_blank" rel="noreferrer noopener"> https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report</a> <a href="https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator" target="_blank" rel="noreferrer noopener"> https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator</a> <a href="https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation" target="_blank" rel="noreferrer noopener"> https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation</a> <a href="https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart" target="_blank" rel="noreferrer noopener"> https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart</a> <a href="https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris" target="_blank" rel="noreferrer noopener"> https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris</a> <a href="https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href="https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html</a> <a href="https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html</a> <a href="https://x.com/scubaryan_/status/1848072120699625968" target="_blank" rel="noreferrer noopener">https://x.com/scubaryan_/status/1848072120699625968</a> <a href="https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid</a> <a href="https://x.com/justintrudeau/status/1849467713711710699" target="_blank" rel="noreferrer noopener">https://x.com/justintrudeau/status/1849467713711710699</a> <a href="https://x.com/scubaryan_/status/1848072120699625968" target="_blank" rel="noreferrer noopener">https://x.com/scubaryan_/status/1848072120699625968</a> <a href="https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html" target="_blank" rel="noreferrer noopener"> https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html</a> <a href="https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx" target="_blank" rel="noreferrer noopener"> https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx</a>]]></description><guid isPermaLink="false">83f1318a-6e56-4df7-9c07-84615da087c6</guid><pubDate>Fri, 25 Oct 2024 22:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245816/allin_e201.mp3" length="139266029" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> (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: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://allin.com/events" target="_blank" rel="noreferrer noopener">https://allin.com/events</a> <a href="https://fred.stlouisfed.org/series/DGS10" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/DGS10</a> <a href="https://www.google.com/finance/quote/GCW00:COMEX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GCW00:COMEX</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/BTC-USD" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BTC-USD</a> <a href="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" target="_blank" rel="noreferrer noopener"> 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</a> <a href="https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e</a> <a href="https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html</a> <a href="https://fred.stlouisfed.org/series/A091RC1Q027SBEA" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/A091RC1Q027SBEA</a> <a href="https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5803</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0ac0d51494e3905906e04526da6c31c4.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY</title><link>https://www.spreaker.com/episode/dueling-presidential-interviews-spacex-s-big-catch-robotaxis-uber-buying-expedia-nuclear-nimby--75245820</link><description><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575</a> <a href="https://x.com/elonmusk/status/1846826782797799580" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1846826782797799580</a> <a href="https://x.com/collinrugg/status/1845472475322462468" target="_blank" rel="noreferrer noopener">https://x.com/collinrugg/status/1845472475322462468</a> <a href="https://x.com/SawyerMerritt/status/1839424008900477354" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1839424008900477354</a> <a href="https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7</a> <a href="https://www.google.com/finance/quote/EXPE:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/EXPE:NASDAQ</a> <a href="https://companiesmarketcap.com/expedia/revenue" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com/expedia/revenue</a> <a href="https://x.com/Jason/status/1847016512583786921" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1847016512583786921</a> <a href="https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html</a> <a href="https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html</a> <a href="https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html</a> <a href="https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017</a>]]></description><guid isPermaLink="false">9d185e90-80e7-4bc2-b342-32c2075b6bb3</guid><pubDate>Fri, 18 Oct 2024 22:49:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245820/allin_e200_v2.mp3" length="113369105" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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...</itunes:subtitle><itunes:summary><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575</a> <a href="https://x.com/elonmusk/status/1846826782797799580" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1846826782797799580</a> <a href="https://x.com/collinrugg/status/1845472475322462468" target="_blank" rel="noreferrer noopener">https://x.com/collinrugg/status/1845472475322462468</a> <a href="https://x.com/SawyerMerritt/status/1839424008900477354" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1839424008900477354</a> <a href="https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7</a> <a href="https://www.google.com/finance/quote/EXPE:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/EXPE:NASDAQ</a> <a href="https://companiesmarketcap.com/expedia/revenue" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com/expedia/revenue</a> <a href="https://x.com/Jason/status/1847016512583786921" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1847016512583786921</a> <a href="https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html</a> <a href="https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html</a> <a href="https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html</a> <a...]]></itunes:summary><itunes:duration>4724</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/69073fa32a93b48c0c42e10b306cf5fb.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>JD Vance | All-In Summit 2024</title><link>https://www.spreaker.com/episode/jd-vance-all-in-summit-2024--75245600</link><description><![CDATA[(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&amp;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: <a href="https://x.com/JDVance" target="_blank" rel="noreferrer noopener">https://x.com/JDVance</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">b603c1fe-02d3-4daf-81b3-7d3d9fafcc18</guid><pubDate>Tue, 15 Oct 2024 15:42:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245600/ais24_jdvance_rss_ch.mp3" length="66812728" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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,...</itunes:subtitle><itunes:summary><![CDATA[(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&amp;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: <a href="https://x.com/JDVance" target="_blank" rel="noreferrer noopener">https://x.com/JDVance</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2784</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/96cabd69b28e2bf468a8b6a723d3550b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey</title><link>https://www.spreaker.com/episode/hurricane-fallout-alphafold-google-breakup-trump-surge-vc-giveback-tiktok-survey--75245756</link><description><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://allin.com/meetups" target="_blank" rel="noreferrer noopener">https://allin.com/meetups</a> <a href="https://youtube.com/@allin" target="_blank" rel="noreferrer noopener">https://youtube.com/@allin</a> <a href="https://allin.com/tequila" target="_blank" rel="noreferrer noopener">https://allin.com/tequila</a> <a href="https://allin.com" target="_blank" rel="noreferrer noopener">https://allin.com</a> <a href="https://x.com/Ry_Bass/status/1844367980249178396" target="_blank" rel="noreferrer noopener">https://x.com/Ry_Bass/status/1844367980249178396</a> <a href="https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240</a> <a href="https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch" target="_blank" rel="noreferrer noopener"> https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch</a> <a href="https://www.nature.com/articles/s43247-024-01442-3" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s43247-024-01442-3</a> <a href="https://x.com/vkhosla/status/1844166857655533811" target="_blank" rel="noreferrer noopener">https://x.com/vkhosla/status/1844166857655533811</a> <a href="https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html" target="_blank" rel="noreferrer noopener">https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html</a> <a href="https://www.nature.com/articles/d41586-024-03214-7" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/d41586-024-03214-7</a> <a href="https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case</a> <a href="https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0" target="_blank" rel="noreferrer noopener"> https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0</a> <a href="https://x.com/AOC/status/1844034727935988155" target="_blank" rel="noreferrer noopener">https://x.com/AOC/status/1844034727935988155</a> <a href="https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html</a> <a href="https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel</a> <a href="https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults" target="_blank" rel="noreferrer noopener"> https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults</a> <a href="https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok" target="_blank" rel="noreferrer noopener"> https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok</a> <a href="https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c</a> <a href="https://x.com/iapolls2022/status/1844418916107341948" target="_blank" rel="noreferrer noopener">https://x.com/iapolls2022/status/1844418916107341948</a> <a href="https://x.com/2waytvapp/status/1844803367740096811" target="_blank" rel="noreferrer noopener">https://x.com/2waytvapp/status/1844803367740096811</a> <a href="https://x.com/DavidSacks/status/1829383729284067659" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1829383729284067659</a>]]></description><guid isPermaLink="false">4518a024-3eee-4acf-b706-1f5c5793680d</guid><pubDate>Fri, 11 Oct 2024 23:11:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245756/allin_e199.mp3" length="121405710" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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...</itunes:subtitle><itunes:summary><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://allin.com/meetups" target="_blank" rel="noreferrer noopener">https://allin.com/meetups</a> <a href="https://youtube.com/@allin" target="_blank" rel="noreferrer noopener">https://youtube.com/@allin</a> <a href="https://allin.com/tequila" target="_blank" rel="noreferrer noopener">https://allin.com/tequila</a> <a href="https://allin.com" target="_blank" rel="noreferrer noopener">https://allin.com</a> <a href="https://x.com/Ry_Bass/status/1844367980249178396" target="_blank" rel="noreferrer noopener">https://x.com/Ry_Bass/status/1844367980249178396</a> <a href="https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240</a> <a href="https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch" target="_blank" rel="noreferrer noopener"> https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch</a> <a href="https://www.nature.com/articles/s43247-024-01442-3" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s43247-024-01442-3</a> <a href="https://x.com/vkhosla/status/1844166857655533811" target="_blank" rel="noreferrer noopener">https://x.com/vkhosla/status/1844166857655533811</a> <a href="https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html" target="_blank" rel="noreferrer noopener">https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html</a> <a href="https://www.nature.com/articles/d41586-024-03214-7" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/d41586-024-03214-7</a> <a href="https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case</a> <a href="https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5059</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1be8b6aeba89dcde604882312466b6ec.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Elon Musk | All-In Summit 2024</title><link>https://www.spreaker.com/episode/elon-musk-all-in-summit-2024--75245755</link><description><![CDATA[(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: <a href="https://x.com/elonmusk" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">0ee7f965-ab93-4d09-b678-e7af09c13850</guid><pubDate>Tue, 08 Oct 2024 15:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245755/ais24_elonmusk_rss_ch.mp3" length="92558917" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/bf8e72d3-96eb-41ac-8f69-e042e6de6782/bf8e72d3-96eb-41ac-8f69-e042e6de6782.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/bf8e72d3-96eb-41ac-8f69-e042e6de6782/bf8e72d3-96eb-41ac-8f69-e042e6de6782.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/bf8e72d3-96eb-41ac-8f69-e042e6de6782/bf8e72d3-96eb-41ac-8f69-e042e6de6782.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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...</itunes:subtitle><itunes:summary><![CDATA[(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: <a href="https://x.com/elonmusk" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3857</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/efce6573b0bda33728658539bb55c5b6.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>In conversation with Mark Cuban</title><link>https://www.spreaker.com/episode/in-conversation-with-mark-cuban--75245851</link><description><![CDATA[(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 with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party nominations: Kamala vs. Trump (49:18) Biden's performance as President: what he got right and wrong (55:45) Should Kamala share blame for Biden's failures? (1:07:01) International conflict, national debt, crypto regulation (1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump (1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs (1:44:50) Thoughts on AI, what's next for him (1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise Follow Mark: <a href="https://x.com/mcuban" target="_blank" rel="noreferrer noopener">https://x.com/mcuban</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&amp;s=mcrfpus2&amp;f=m" target="_blank" rel="noreferrer noopener"> https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&amp;s=mcrfpus2&amp;f=m</a> <a href="https://fred.stlouisfed.org/series/GFDEBTN" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEBTN</a> <a href="https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing" target="_blank" rel="noreferrer noopener"> https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing</a> <a href="https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources" target="_blank" rel="noreferrer noopener"> https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources</a>]]></description><guid isPermaLink="false">9df394a6-c0a3-4d66-a9d3-2872413bf80a</guid><pubDate>Thu, 03 Oct 2024 20:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245851/allin_e198_v2.mp3" length="182107770" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party...</itunes:subtitle><itunes:summary><![CDATA[(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 with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party nominations: Kamala vs. Trump (49:18) Biden's performance as President: what he got right and wrong (55:45) Should Kamala share blame for Biden's failures? (1:07:01) International conflict, national debt, crypto regulation (1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump (1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs (1:44:50) Thoughts on AI, what's next for him (1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise Follow Mark: <a href="https://x.com/mcuban" target="_blank" rel="noreferrer noopener">https://x.com/mcuban</a> Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&amp;s=mcrfpus2&amp;f=m" target="_blank" rel="noreferrer noopener"> https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&amp;s=mcrfpus2&amp;f=m</a> <a href="https://fred.stlouisfed.org/series/GFDEBTN" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEBTN</a> <a href="https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing" target="_blank" rel="noreferrer noopener"> https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing</a> <a href="https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources" target="_blank" rel="noreferrer noopener"> https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources</a>]]></itunes:summary><itunes:duration>7588</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/db0950d181fb9a0759258b1383237f65.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>John Mearsheimer and Jeffrey Sachs | All-In Summit 2024</title><link>https://www.spreaker.com/episode/john-mearsheimer-and-jeffrey-sachs-all-in-summit-2024--75245763</link><description><![CDATA[(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 goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding the escalatory path to nuclear war (36:08) India's growing role; are China's wounds self-inflicted? (47:07) Conflict in the Middle East and the path to peace Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></description><guid isPermaLink="false">5bc71040-cb75-4e98-867c-4c407b1c53e2</guid><pubDate>Tue, 01 Oct 2024 19:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245763/ais24_geopol.mp3" length="78399728" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding...</itunes:subtitle><itunes:summary><![CDATA[(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 goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding the escalatory path to nuclear war (36:08) India's growing role; are China's wounds self-inflicted? (47:07) Conflict in the Middle East and the path to peace Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3267</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/ea37a1a6b98cc4ef84b27defd07b8f58.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war</title><link>https://www.spreaker.com/episode/openai-s-150b-conversion-meta-s-ar-glasses-blue-collar-boom-risk-of-nuclear-war--75245926</link><description><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/</a> <a href="https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company</a> <a href="https://x.com/chiefaioffice" target="_blank" rel="noreferrer noopener">https://x.com/chiefaioffice</a> <a href="https://openai.com/our-structure" target="_blank" rel="noreferrer noopener">https://openai.com/our-structure</a> <a href="https://x.com/unusual_whales/status/1658664383717978112" target="_blank" rel="noreferrer noopener">https://x.com/unusual_whales/status/1658664383717978112</a> <a href="https://x.com/elonmusk/status/1839121268521492975" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1839121268521492975</a> <a href="https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399</a> <a href="https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book" target="_blank" rel="noreferrer noopener"> https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book</a> <a href="https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html</a> <a href="https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393</a> <a href="https://layoffs.fyi" target="_blank" rel="noreferrer noopener">https://layoffs.fyi</a> <a href="https://educationdata.org/college-enrollment-statistics" target="_blank" rel="noreferrer noopener">https://educationdata.org/college-enrollment-statistics</a> <a href="https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees</a>]]></description><guid isPermaLink="false">ebbdf487-4ac6-4659-968f-0eecd474bbe8</guid><pubDate>Fri, 27 Sep 2024 17:36:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245926/allin_e197.mp3" length="137971526" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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...</itunes:subtitle><itunes:summary><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/</a> <a href="https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company</a> <a href="https://x.com/chiefaioffice" target="_blank" rel="noreferrer noopener">https://x.com/chiefaioffice</a> <a href="https://openai.com/our-structure" target="_blank" rel="noreferrer noopener">https://openai.com/our-structure</a> <a href="https://x.com/unusual_whales/status/1658664383717978112" target="_blank" rel="noreferrer noopener">https://x.com/unusual_whales/status/1658664383717978112</a> <a href="https://x.com/elonmusk/status/1839121268521492975" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1839121268521492975</a> <a href="https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399</a> <a href="https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book" target="_blank" rel="noreferrer noopener"> https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book</a> <a href="https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html</a> <a href="https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393</a> <a...]]></itunes:summary><itunes:duration>5749</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4a77ffa4fd4ba3fd87ddc3da554cba7b.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala</title><link>https://www.spreaker.com/episode/big-fed-rate-cuts-ai-killing-call-centers-50b-govt-boondoggle-vc-s-rough-years-trump-kamala--75245806</link><description><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html</a> <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc</a> <a href="https://mearsheimer.ai" target="_blank" rel="noreferrer noopener">https://mearsheimer.ai</a> <a href="https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives</a> <a href="https://x.com/brendancarrfcc/status/1836079197967532497" target="_blank" rel="noreferrer noopener">https://x.com/brendancarrfcc/status/1836079197967532497</a> <a href="https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years" target="_blank" rel="noreferrer noopener"> https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years</a> <a href="https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html</a> <a href="https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer</a> <a href="https://x.com/brendancarrfcc/status/1836435062994121053" target="_blank" rel="noreferrer noopener">https://x.com/brendancarrfcc/status/1836435062994121053</a> <a href="https://x.com/brendancarrfcc/status/1834009499931463705" target="_blank" rel="noreferrer noopener">https://x.com/brendancarrfcc/status/1834009499931463705</a> <a href="https://x.com/molson_hart/status/1835650978906857948" target="_blank" rel="noreferrer noopener">https://x.com/molson_hart/status/1835650978906857948</a> <a href="https://x.com/danprimack/status/1824506087116058665" target="_blank" rel="noreferrer noopener">https://x.com/danprimack/status/1824506087116058665</a> <a href="https://x.com/Jason/status/1768073854545449228" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1768073854545449228</a> <a href="https://chamath.substack.com/p/2023-annual-letter" target="_blank" rel="noreferrer noopener">https://chamath.substack.com/p/2023-annual-letter</a> <a href="https://x.com/Jason/status/1836820167449326063" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1836820167449326063</a> <a href="https://www.axios.com/2024/04/03/us-global-venture-capital-q1" target="_blank" rel="noreferrer noopener">https://www.axios.com/2024/04/03/us-global-venture-capital-q1</a> <a href="https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802</a> <a href="https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href="https://x.com/GrageDustin/status/1836178999178866766" target="_blank" rel="noreferrer noopener">https://x.com/GrageDustin/status/1836178999178866766</a> <a href="https://www.snopes.com/fact-check/trump-very-fine-people" target="_blank" rel="noreferrer noopener">https://www.snopes.com/fact-check/trump-very-fine-people</a> <a href="https://x.com/EndWokeness/status/1836516153893519867" target="_blank" rel="noreferrer noopener">https://x.com/EndWokeness/status/1836516153893519867</a>]]></description><guid isPermaLink="false">38ad98fe-0a69-4f4e-ba6b-0bee744670b3</guid><pubDate>Fri, 20 Sep 2024 19:58:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245806/allin_e196.mp3" length="122151315" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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...</itunes:subtitle><itunes:summary><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html</a> <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc</a> <a href="https://mearsheimer.ai" target="_blank" rel="noreferrer noopener">https://mearsheimer.ai</a> <a href="https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives</a> <a href="https://x.com/brendancarrfcc/status/1836079197967532497" target="_blank" rel="noreferrer noopener">https://x.com/brendancarrfcc/status/1836079197967532497</a> <a href="https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years" target="_blank" rel="noreferrer noopener"> https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years</a> <a href="https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html</a> <a href="https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer</a> <a href="https://x.com/brendancarrfcc/status/1836435062994121053" target="_blank" rel="noreferrer noopener">https://x.com/brendancarrfcc/status/1836435062994121053</a> <a...]]></itunes:summary><itunes:duration>5090</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/e025f67a261fac7840ea2d9b73848d7e.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?</title><link>https://www.spreaker.com/episode/founder-mode-doj-alleges-russian-podcast-op-kamala-flips-proposals-tech-loses-section-230--75245811</link><description><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://paulgraham.com/foundermode.html" target="_blank" rel="noreferrer noopener">https://paulgraham.com/foundermode.html</a> <a href="https://x.com/chamath/status/1831003871344501069" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1831003871344501069</a> <a href="https://www.google.com/finance/quote/PANW:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/PANW:NASDAQ</a> <a href="https://a16z.com/on-micromanagement" target="_blank" rel="noreferrer noopener">https://a16z.com/on-micromanagement</a> <a href="https://www.amazon.com/gp/product/0679762884" target="_blank" rel="noreferrer noopener">https://www.amazon.com/gp/product/0679762884</a> <a href="https://www.google.com/finance/quote/ABNB:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ABNB:NASDAQ</a> <a href="https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756</a> <a href="https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn" target="_blank" rel="noreferrer noopener">https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn</a> <a href="https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1</a> <a href="https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058" target="_blank" rel="noreferrer noopener"> https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058</a> <a href="https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html</a> <a href="https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe</a> <a href="https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe</a> <a href="https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo</a> <a href="https://www.axios.com/2024/08/22/bolt-investors-baffled" target="_blank" rel="noreferrer noopener">https://www.axios.com/2024/08/22/bolt-investors-baffled</a> <a href="https://x.com/MikeSacksEsq/status/1828795866590896599" target="_blank" rel="noreferrer noopener">https://x.com/MikeSacksEsq/status/1828795866590896599</a> <a href="https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges</a> <a href="https://www.youtube.com/watch?v=0JTcxIVlQfU" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=0JTcxIVlQfU</a> <a href="https://x.com/elonmusk/status/1830440852411326782" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1830440852411326782</a> <a href="https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands</a> <a href="https://www.justice.gov/opa/media/1366266/dl" target="_blank" rel="noreferrer noopener">https://www.justice.gov/opa/media/1366266/dl</a> <a href="https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference</a> <a href="https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html</a> <a href="https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href="https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats" target="_blank" rel="noreferrer noopener"> https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats</a>]]></description><guid isPermaLink="false">3897a16b-7934-4500-a5d6-8af21f555410</guid><pubDate>Fri, 06 Sep 2024 18:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245811/allin_e195.mp3" length="137963212" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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...</itunes:subtitle><itunes:summary><![CDATA[(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: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow on X: <a href="https://x.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://x.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://x.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://paulgraham.com/foundermode.html" target="_blank" rel="noreferrer noopener">https://paulgraham.com/foundermode.html</a> <a href="https://x.com/chamath/status/1831003871344501069" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1831003871344501069</a> <a href="https://www.google.com/finance/quote/PANW:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/PANW:NASDAQ</a> <a href="https://a16z.com/on-micromanagement" target="_blank" rel="noreferrer noopener">https://a16z.com/on-micromanagement</a> <a href="https://www.amazon.com/gp/product/0679762884" target="_blank" rel="noreferrer noopener">https://www.amazon.com/gp/product/0679762884</a> <a href="https://www.google.com/finance/quote/ABNB:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ABNB:NASDAQ</a> <a href="https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756</a> <a href="https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn" target="_blank" rel="noreferrer noopener">https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn</a> <a href="https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1</a> <a href="https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058" target="_blank" rel="noreferrer noopener"> https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058</a> <a href="https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html</a> <a href="https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe</a> <a...]]></itunes:summary><itunes:duration>5749</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c2d579500b6c4da580a722039c5d94ad.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>In conversation with Reid Hoffman &amp; Robert F. Kennedy Jr.</title><link>https://www.spreaker.com/episode/in-conversation-with-reid-hoffman-robert-f-kennedy-jr--75246095</link><description><![CDATA[(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: Nvidia, cluster buildouts, competition (19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit (29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry (41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots (52:02) Reid's thoughts on growing antisemitism (55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc. (1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump (1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump (1:31:13) Falling out with the Democratic Party (1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda (1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Reid Hoffman: <a href="https://x.com/reidhoffman" target="_blank" rel="noreferrer noopener">https://x.com/reidhoffman</a> Follow Robert F. Kennedy Jr.: <a href="https://x.com/RobertKennedyJr" target="_blank" rel="noreferrer noopener">https://x.com/RobertKennedyJr</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025</a> <a href="https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592" target="_blank" rel="noreferrer noopener"> https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592</a>]]></description><guid isPermaLink="false">5b7b292a-7a11-40e3-af0a-5ef2775ab208</guid><pubDate>Fri, 30 Aug 2024 15:04:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246095/allin_e194.mp3" length="198519061" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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: Nvidia, cluster buildouts, competition (19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit...</itunes:subtitle><itunes:summary><![CDATA[(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: Nvidia, cluster buildouts, competition (19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit (29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry (41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots (52:02) Reid's thoughts on growing antisemitism (55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc. (1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump (1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump (1:31:13) Falling out with the Democratic Party (1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda (1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy Follow the besties: <a href="https://x.com/chamath" target="_blank" rel="noreferrer noopener">https://x.com/chamath</a> <a href="https://x.com/Jason" target="_blank" rel="noreferrer noopener">https://x.com/Jason</a> <a href="https://x.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks</a> <a href="https://x.com/friedberg" target="_blank" rel="noreferrer noopener">https://x.com/friedberg</a> Follow Reid Hoffman: <a href="https://x.com/reidhoffman" target="_blank" rel="noreferrer noopener">https://x.com/reidhoffman</a> Follow Robert F. Kennedy Jr.: <a href="https://x.com/RobertKennedyJr" target="_blank" rel="noreferrer noopener">https://x.com/RobertKennedyJr</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://x.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://x.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://x.com/TheZachEffect</a> Referenced in the show: <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025</a> <a href="https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592" target="_blank" rel="noreferrer noopener"> https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592</a>]]></itunes:summary><itunes:duration>7904</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/ef6410b145c03c2fd00e8b8888851277.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions</title><link>https://www.spreaker.com/episode/massive-jobs-revision-kamala-s-wealth-tax-polls-vs-prediction-markets-end-of-race-based-admissions--75245752</link><description><![CDATA[(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-based admissions ban (36:16) Decision 2024: State of the race, Polls vs prediction markets (52:33) Tale of two tickets: Private sector vs. Public sector (1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html</a> <a href="https://x.com/RealEJAntoni/status/1826290040374243821" target="_blank" rel="noreferrer noopener">https://x.com/RealEJAntoni/status/1826290040374243821</a> <a href="https://x.com/DavidSacks/status/1664788807059660800" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1664788807059660800</a> <a href="https://www.statista.com/statistics/269959/employment-in-the-united-states" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/269959/employment-in-the-united-states</a> <a href="https://fred.stlouisfed.org/series/FEDFUNDS" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href="https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774</a> <a href="https://x.com/chamath/status/1826360792351957141" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1826360792351957141</a> <a href="https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html</a> <a href="https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href="https://x.com/Polymarket/status/1826469365069271419" target="_blank" rel="noreferrer noopener">https://x.com/Polymarket/status/1826469365069271419</a> <a href="https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes" target="_blank" rel="noreferrer noopener"> https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes</a> <a href="https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations</a> <a href="https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ</a> <a href="https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families" target="_blank" rel="noreferrer noopener"> https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families</a> <a href="https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf" target="_blank" rel="noreferrer noopener"> https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf</a>]]></description><guid isPermaLink="false">3ec1125c-0560-496f-9f83-de854bb9f90a</guid><pubDate>Fri, 23 Aug 2024 22:14:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245752/allin_e193.mp3" length="132051536" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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-based admissions ban (36:16) Decision 2024: State of the race, Polls vs prediction markets (52:33) Tale...</itunes:subtitle><itunes:summary><![CDATA[(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-based admissions ban (36:16) Decision 2024: State of the race, Polls vs prediction markets (52:33) Tale of two tickets: Private sector vs. Public sector (1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html</a> <a href="https://x.com/RealEJAntoni/status/1826290040374243821" target="_blank" rel="noreferrer noopener">https://x.com/RealEJAntoni/status/1826290040374243821</a> <a href="https://x.com/DavidSacks/status/1664788807059660800" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1664788807059660800</a> <a href="https://www.statista.com/statistics/269959/employment-in-the-united-states" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/269959/employment-in-the-united-states</a> <a href="https://fred.stlouisfed.org/series/FEDFUNDS" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href="https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774</a> <a href="https://x.com/chamath/status/1826360792351957141" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1826360792351957141</a> <a href="https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html</a> <a href="https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href="https://x.com/Polymarket/status/1826469365069271419" target="_blank" rel="noreferrer noopener">https://x.com/Polymarket/status/1826469365069271419</a> <a href="https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5503</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6dfe8c28a40cb820f03af98cc2bf8bfc.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive</title><link>https://www.spreaker.com/episode/break-up-google-starbucks-ceo-out-kamala-s-price-controls-boeing-disaster-kursk-offensive--75245530</link><description><![CDATA[(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 replaces CEO with Chipotle chief (45:37) Work culture, WFH's damage to informal mentorship (59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus (1:21:27) Boeing's Starliner disaster strands two astronauts in space (1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://twitter.com/Jason <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow on X: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" rel="noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/" rel="noopener">https://www.tiktok.com/</a>@theallinpod Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" rel="noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/harry_schuh/status/1822030518038491400" rel="noopener">https://x.com/harry_schuh/status/1822030518038491400</a> https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win <a href="https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff" rel="noopener">https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff</a> https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf <a href="https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9" rel="noopener">https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9</a> https://www.cafexapp.com <a href="https://www.google.com/finance/quote/CMG:NYSE" rel="noopener">https://www.google.com/finance/quote/CMG:NYSE</a> https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af <a href="https://www.youtube.com/watch?v=mzLCpmRad5o" rel="noopener">https://www.youtube.com/watch?v=mzLCpmRad5o</a> https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html <a href="https://x.com/Jason/status/1823826884112867609" rel="noopener">https://x.com/Jason/status/1823826884112867609</a> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model <a href="https://x.com/JStein_WaPo/status/1823913395986305342" rel="noopener">https://x.com/JStein_WaPo/status/1823913395986305342</a> https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record <a href="https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991" rel="noopener">https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991</a> https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024 <a href="https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries" rel="noopener">https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries</a> https://en.wikipedia.org/wiki/Whip_Inflation_Now <a href="https://www.google.com/finance/quote/WMT:NYSE" rel="noopener">https://www.google.com/finance/quote/WMT:NYSE</a> https://www.wsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539 <a href="https://time.com/7009317/reintroduction-of-kamala-harris" rel="noopener">https://time.com/7009317/reintroduction-of-kamala-harris</a> https://x.com/TIME/status/1822951410956218385 <a href="https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers" rel="noopener">https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers</a> https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries <a href="https://www.socialcapital.com/ideas/2019-annual-letter" rel="noopener">https://www.socialcapital.com/ideas/2019-annual-letter</a> https://www.google.com/finance/quote/BA:NYSE <a href="https://www.azquotes.com/quote/1413855" rel="noopener">https://www.azquotes.com/quote/1413855</a> https://www.washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-station <a href="https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts" rel="noopener">https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts</a> https://newatlas.com/space/first-manned-crew-dragon-flight-date <a href="https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq" rel="noopener">https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq</a> https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch <a href="https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019" rel="noopener">https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019</a> https://spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problems <a href="https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work" rel="noopener">https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work</a> https://www.boeing.com/space/starliner/launch/archive.html <a href="https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch" rel="noopener">https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch</a> https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch ]]></description><guid isPermaLink="false">c33e21ca-00ee-4a3f-9519-711cd382138d</guid><pubDate>Fri, 16 Aug 2024 18:42:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245530/allin_e192.mp3" length="152669744" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 replaces CEO with Chipotle chief (45:37) Work culture, WFH's damage to informal mentorship (59:20)...</itunes:subtitle><itunes:summary><![CDATA[(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 replaces CEO with Chipotle chief (45:37) Work culture, WFH's damage to informal mentorship (59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus (1:21:27) Boeing's Starliner disaster strands two astronauts in space (1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://twitter.com/Jason <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow on X: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" rel="noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/" rel="noopener">https://www.tiktok.com/</a>@theallinpod Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" rel="noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/harry_schuh/status/1822030518038491400" rel="noopener">https://x.com/harry_schuh/status/1822030518038491400</a> https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win <a href="https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff" rel="noopener">https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff</a> https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf <a href="https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9" rel="noopener">https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9</a> https://www.cafexapp.com <a href="https://www.google.com/finance/quote/CMG:NYSE" rel="noopener">https://www.google.com/finance/quote/CMG:NYSE</a> https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af <a href="https://www.youtube.com/watch?v=mzLCpmRad5o" rel="noopener">https://www.youtube.com/watch?v=mzLCpmRad5o</a> https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html <a href="https://x.com/Jason/status/1823826884112867609" rel="noopener">https://x.com/Jason/status/1823826884112867609</a> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model <a href="https://x.com/JStein_WaPo/status/1823913395986305342" rel="noopener">https://x.com/JStein_WaPo/status/1823913395986305342</a> https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record <a href="https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991" rel="noopener">https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991</a> https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024 <a href="https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries" rel="noopener">https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries</a> https://en.wikipedia.org/wiki/Whip_Inflation_Now <a href="https://www.google.com/finance/quote/WMT:NYSE" rel="noopener">https://www.google.com/finance/quote/WMT:NYSE</a>...]]></itunes:summary><itunes:duration>6362</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b1ea3a6ddacd668e86ee1101a6925d59.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz</title><link>https://www.spreaker.com/episode/yen-carry-trade-recession-odds-grow-buffett-cash-pile-google-ruled-monopoly-kamala-picks-walz--75245991</link><description><![CDATA[(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 US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8</a> <a href="https://tradingeconomics.com/japan/interest-rate" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/japan/interest-rate</a> <a href="https://pebblewriter.com/the-yen-carry-trade-explained" target="_blank" rel="noreferrer noopener">https://pebblewriter.com/the-yen-carry-trade-explained</a> <a href="https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan</a> <a href="https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22</a> <a href="https://x.com/GoldmanSachs/status/1793998451291615316" target="_blank" rel="noreferrer noopener">https://x.com/GoldmanSachs/status/1793998451291615316</a> <a href="https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962</a> <a href="https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html</a> <a href="https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec</a> <a href="https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html</a> <a href="https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound</a> <a href="https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html</a> <a href="https://fred.stlouisfed.org/series/UNRATE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/UNRATE</a> <a href="https://polymarket.com/event/how-many-fed-rate-cuts-this-year" target="_blank" rel="noreferrer noopener">https://polymarket.com/event/how-many-fed-rate-cuts-this-year</a> <a href="https://www.google.com/finance/quote/.DJI:INDEXDJX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/.DJI:INDEXDJX</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ</a> <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR</a> <a href="https://www.google.com/finance/quote/ABNB:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ABNB:NASDAQ</a> <a href="https://x.com/RealEJAntoni/status/1799085407394845087" target="_blank" rel="noreferrer noopener">https://x.com/RealEJAntoni/status/1799085407394845087</a> <a href="https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves</a> <a href="https://www.google.com/finance/quote/AAPL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/AAPL:NASDAQ</a> <a href="https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17</a> <a href="https://www.documentcloud.org/documents/25032786-googleruling" target="_blank" rel="noreferrer noopener">https://www.documentcloud.org/documents/25032786-googleruling</a> <a href="https://x.com/Jason/status/1820823406503157764" target="_blank" rel="noreferrer noopener">https://x.com/Jason/status/1820823406503157764</a> <a href="https://x.com/chamath/status/1817893425137508474" target="_blank" rel="noreferrer noopener">https://x.com/chamath/status/1817893425137508474</a> <a href="https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates" target="_blank" rel="noreferrer noopener"> https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates</a> <a href="https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice" target="_blank" rel="noreferrer noopener">https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice</a> <a href="https://x.com/NickFondacaro/status/1820840411335737852" target="_blank" rel="noreferrer noopener">https://x.com/NickFondacaro/status/1820840411335737852</a> <a href="https://x.com/KamalaHQ/status/1820918063966962143" target="_blank" rel="noreferrer noopener">https://x.com/KamalaHQ/status/1820918063966962143</a> <a href="https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick" target="_blank" rel="noreferrer noopener"> https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick</a> <a href="https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html</a> <a href="https://x.com/PokerGO/status/1818836856890704291" target="_blank" rel="noreferrer noopener">https://x.com/PokerGO/status/1818836856890704291</a>]]></description><guid isPermaLink="false">0ee8f33b-8abc-4216-870d-e0b4c7538c4e</guid><pubDate>Fri, 09 Aug 2024 20:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245991/allin_e191.mp3" length="150454525" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing...</itunes:subtitle><itunes:summary><![CDATA[(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 US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8</a> <a href="https://tradingeconomics.com/japan/interest-rate" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/japan/interest-rate</a> <a href="https://pebblewriter.com/the-yen-carry-trade-explained" target="_blank" rel="noreferrer noopener">https://pebblewriter.com/the-yen-carry-trade-explained</a> <a href="https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan</a> <a href="https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22</a> <a href="https://x.com/GoldmanSachs/status/1793998451291615316" target="_blank" rel="noreferrer noopener">https://x.com/GoldmanSachs/status/1793998451291615316</a> <a href="https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962</a> <a href="https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html</a> <a href="https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec</a> <a...]]></itunes:summary><itunes:duration>6269</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/894611fb4764dcb85eeb29b597639b3c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO</title><link>https://www.spreaker.com/episode/kamala-surges-trump-at-nabj-recession-fears-middle-east-escalation-ackman-postpones-ipo--75245784</link><description><![CDATA[(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East? (1:06:17) Bill Ackman withdraws Pershing Square USA IPO Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href="https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech</a> <a href="https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title</a> <a href="https://x.com/jeffstorobinsky/status/1818722254542590012" target="_blank" rel="noreferrer noopener">https://x.com/jeffstorobinsky/status/1818722254542590012</a> <a href="https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572" target="_blank" rel="noreferrer noopener"> https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572</a> <a href="https://x.com/grdecter/status/1819362069797654784" target="_blank" rel="noreferrer noopener">https://x.com/grdecter/status/1819362069797654784</a> <a href="https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e</a> <a href="https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs" target="_blank" rel="noreferrer noopener"> https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs</a> <a href="https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips" target="_blank" rel="noreferrer noopener"> https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips</a> <a href="https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html</a> <a href="https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html</a> <a href="https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae</a> <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html</a> <a href="https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp" target="_blank" rel="noreferrer noopener"> https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp</a> <a href="https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17</a>]]></description><guid isPermaLink="false">0969cab6-8aab-404b-a334-ef205ead819f</guid><pubDate>Fri, 02 Aug 2024 18:13:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245784/allin_e190.mp3" length="113995018" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East? (1:06:17) Bill Ackman withdraws Pershing Square USA IPO Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model" target="_blank" rel="noreferrer noopener"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href="https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech</a> <a href="https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title</a> <a href="https://x.com/jeffstorobinsky/status/1818722254542590012" target="_blank" rel="noreferrer noopener">https://x.com/jeffstorobinsky/status/1818722254542590012</a> <a href="https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572" target="_blank" rel="noreferrer noopener"> https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572</a> <a href="https://x.com/grdecter/status/1819362069797654784" target="_blank" rel="noreferrer noopener">https://x.com/grdecter/status/1819362069797654784</a> <a href="https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e</a> <a href="https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs" target="_blank" rel="noreferrer noopener"> https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs</a> <a href="https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips" target="_blank" rel="noreferrer noopener"> https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips</a> <a...]]></itunes:summary><itunes:duration>4750</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/97b8e844fbe7a814cb59d55d7018697c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG</title><link>https://www.spreaker.com/episode/mag-7-sell-off-wiz-rejects-google-ubi-kamala-in-china-s-nuclear-buildout-sacks-responds-to-pg--75245945</link><description><![CDATA[(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 update: Mag 7 sell-off? (22:47) Sam Altman's UBI study was a mixed bag (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire (48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted (1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate  (1:08:37) Sacks responds to smear campaign (1:26:46) Science Corner: China's nuclear buildout Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html</a> <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech" target="_blank" rel="noreferrer noopener"> https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech</a> <a href="https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html</a> <a href="https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs" target="_blank" rel="noreferrer noopener"> https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs</a> <a href="https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details" target="_blank" rel="noreferrer noopener"> https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details</a> <a href="https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html</a> <a href="https://www.google.com/finance/quote/CRWD:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/CRWD:NASDAQ</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href="https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html</a> <a href="https://www.google.com/finance/quote/VIX:INDEXCBOE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/VIX:INDEXCBOE</a> <a href="https://public.websites.umich.edu/~mille/ORUS_Health.pdf" target="_blank" rel="noreferrer noopener">https://public.websites.umich.edu/~mille/ORUS_Health.pdf</a> <a href="https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html</a> <a href="https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe</a> <a href="https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html</a> <a href="https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination" target="_blank" rel="noreferrer noopener"> https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination</a> <a href="https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin" target="_blank" rel="noreferrer noopener"> https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin</a> <a href="https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html</a> <a href="https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497</a> <a href="https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination</a> <a href="https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106</a> <a href="https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267</a> <a href="https://x.com/JoeBiden/status/1815080881981190320" target="_blank" rel="noreferrer noopener">https://x.com/JoeBiden/status/1815080881981190320</a> <a href="https://x.com/paulg/status/1816334112086712830" target="_blank" rel="noreferrer noopener">https://x.com/paulg/status/1816334112086712830</a> <a href="https://x.com/paulg/status/1771640321446683060" target="_blank" rel="noreferrer noopener">https://x.com/paulg/status/1771640321446683060</a> <a href="https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf" target="_blank" rel="noreferrer noopener">https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf</a> <a href="https://x.com/mwseibel/status/1816542692727488784" target="_blank" rel="noreferrer noopener">https://x.com/mwseibel/status/1816542692727488784</a>]]></description><guid isPermaLink="false">ff156124-0684-422e-bfc4-e1c410ad8df0</guid><pubDate>Fri, 26 Jul 2024 22:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245945/allin_e189_v2.mp3" length="143175469" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 update: Mag 7 sell-off? (22:47) Sam Altman's UBI study was a mixed bag (42:02) Succession IRL: Rupert...</itunes:subtitle><itunes:summary><![CDATA[(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 update: Mag 7 sell-off? (22:47) Sam Altman's UBI study was a mixed bag (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire (48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted (1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate  (1:08:37) Sacks responds to smear campaign (1:26:46) Science Corner: China's nuclear buildout Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@theallinpod" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html</a> <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech" target="_blank" rel="noreferrer noopener"> https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech</a> <a href="https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html</a> <a href="https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs" target="_blank" rel="noreferrer noopener"> https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs</a> <a href="https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details" target="_blank" rel="noreferrer noopener"> https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details</a> <a href="https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html</a> <a href="https://www.google.com/finance/quote/CRWD:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/CRWD:NASDAQ</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a...]]></itunes:summary><itunes:duration>5966</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/453bf04223976296d6b419bd509efa1c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem</title><link>https://www.spreaker.com/episode/trump-assassination-attempt-secret-service-failure-inside-the-rnc-vc-liquidity-problem--75245834</link><description><![CDATA[(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional decay (37:02) Inside the RNC: Sacks breaks down his speech (41:16) Trump picks JD Vance as his running mate (58:52) All-In Summit scholarship applications are LIVE! (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B Apply for the All-In Summit: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Sacks RNC speech: <a href="https://www.youtube.com/watch?v=rLArznk0Ns4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=rLArznk0Ns4</a> Jason's links (16:34): <a href="https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence" target="_blank" rel="noreferrer noopener"> https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence</a> <a href="https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html</a> <a href="https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it" target="_blank" rel="noreferrer noopener"> https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it</a> Referenced in the show: <a href="https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds</a> <a href="https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474</a> <a href="https://x.com/TeslaVee/status/1813785645472690479" target="_blank" rel="noreferrer noopener">https://x.com/TeslaVee/status/1813785645472690479</a> <a href="https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html</a> <a href="https://x.com/DylanByers/status/1811855698566975936" target="_blank" rel="noreferrer noopener">https://x.com/DylanByers/status/1811855698566975936</a> <a href="https://x.com/newrepublic/status/1810009748697448541" target="_blank" rel="noreferrer noopener">https://x.com/newrepublic/status/1810009748697448541</a> <a href="https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf" target="_blank" rel="noreferrer noopener"> https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf</a> <a href="https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html</a> <a href="https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it" target="_blank" rel="noreferrer noopener"> https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it</a> <a href="https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee</a> <a href="https://www.youtube.com/watch?v=pot7R0Affjs" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=pot7R0Affjs</a> <a href="https://x.com/cb_doge/status/1813289249288134660" target="_blank" rel="noreferrer noopener">https://x.com/cb_doge/status/1813289249288134660</a> <a href="https://x.com/mualphaxi/status/1812579998735491327" target="_blank" rel="noreferrer noopener">https://x.com/mualphaxi/status/1812579998735491327</a> <a href="https://x.com/DavidSacks/status/1813270784942494110" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1813270784942494110</a> <a href="https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service" target="_blank" rel="noreferrer noopener"> https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service</a> <a href="https://x.com/yashar/status/1813757637584134615" target="_blank" rel="noreferrer noopener">https://x.com/yashar/status/1813757637584134615</a> <a href="https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html</a> <a href="https://x.com/VivekGRamaswamy/status/1812929198433964249" target="_blank" rel="noreferrer noopener">https://x.com/VivekGRamaswamy/status/1812929198433964249</a> <a href="https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007</a> <a href="https://x.com/RitaPanahi/status/1813790835332595863" target="_blank" rel="noreferrer noopener">https://x.com/RitaPanahi/status/1813790835332595863</a> <a href="https://x.com/RWTNews/status/1813779819697725669" target="_blank" rel="noreferrer noopener">https://x.com/RWTNews/status/1813779819697725669</a> <a href="https://www.youtube.com/watch?v=h4FnpoNU8AI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=h4FnpoNU8AI</a> <a href="https://www.youtube.com/watch?v=Xejs4gGUpjE" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=Xejs4gGUpjE</a> <a href="https://www.axios.com/2024/07/15/sequoia-capital-stripe" target="_blank" rel="noreferrer noopener">https://www.axios.com/2024/07/15/sequoia-capital-stripe</a> <a href="https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a</a> <a href="https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look" target="_blank" rel="noreferrer noopener"> https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look</a> <a href="https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats</a> <a href="https://www.youtube.com/watch?v=XJP2zlH2nt8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=XJP2zlH2nt8</a> <a href="https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting</a>]]></description><guid isPermaLink="false">5ec14331-6155-4c80-b1a1-1c40e2ebf29c</guid><pubDate>Fri, 19 Jul 2024 19:09:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245834/allin_e188.mp3" length="109369109" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional decay (37:02) Inside the RNC: Sacks breaks down...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional decay (37:02) Inside the RNC: Sacks breaks down his speech (41:16) Trump picks JD Vance as his running mate (58:52) All-In Summit scholarship applications are LIVE! (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B Apply for the All-In Summit: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Sacks RNC speech: <a href="https://www.youtube.com/watch?v=rLArznk0Ns4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=rLArznk0Ns4</a> Jason's links (16:34): <a href="https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence" target="_blank" rel="noreferrer noopener"> https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence</a> <a href="https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html</a> <a href="https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it" target="_blank" rel="noreferrer noopener"> https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it</a> Referenced in the show: <a href="https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds</a> <a href="https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474</a> <a href="https://x.com/TeslaVee/status/1813785645472690479" target="_blank" rel="noreferrer noopener">https://x.com/TeslaVee/status/1813785645472690479</a> <a href="https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4557</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4ccacdaf36c847b84c10f5fb3b1ee959.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections</title><link>https://www.spreaker.com/episode/biden-chaos-soft-landing-secured-ai-sentiment-turns-bearish-french-elections--75245934</link><description><![CDATA[(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI sentiment turns bearish due to massive spend with little revenue (40:51) A16Z's 20K GPU cluster (46:41) Broad implications of France elections (1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances Apply for All-In Summit: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/teddyschleifer/status/1811423421861113915" target="_blank" rel="noreferrer noopener">https://x.com/teddyschleifer/status/1811423421861113915</a> <a href="https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html</a> <a href="https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2</a> <a href="https://fred.stlouisfed.org/series/UNRATE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/UNRATE</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://ycharts.com/indicators/sp_500_pe_ratio" target="_blank" rel="noreferrer noopener">https://ycharts.com/indicators/sp_500_pe_ratio</a> <a href="https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens</a> <a href="https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024" target="_blank" rel="noreferrer noopener"> https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024</a> <a href="https://youtu.be/R6hJh-OwoZw" target="_blank" rel="noreferrer noopener">https://youtu.be/R6hJh-OwoZw</a> <a href="https://www.sequoiacap.com/article/ais-600b-question" target="_blank" rel="noreferrer noopener">https://www.sequoiacap.com/article/ais-600b-question</a> <a href="https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf" target="_blank" rel="noreferrer noopener"> https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf</a> <a href="https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals</a> <a href="https://x.com/natfriedman/status/1668650915505803266" target="_blank" rel="noreferrer noopener">https://x.com/natfriedman/status/1668650915505803266</a> <a href="https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html" target="_blank" rel="noreferrer noopener"> https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html</a> <a href="https://x.com/CilComLFC/status/1810110921383010563" target="_blank" rel="noreferrer noopener">https://x.com/CilComLFC/status/1810110921383010563</a> <a href="https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html</a> <a href="https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520" target="_blank" rel="noreferrer noopener"> https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520</a> <a href="https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214</a> <a href="https://x.com/greenfield64/status/1811199262350532767" target="_blank" rel="noreferrer noopener">https://x.com/greenfield64/status/1811199262350532767</a> <a href="https://x.com/Olivianuzzi/status/1808924240529535352" target="_blank" rel="noreferrer noopener">https://x.com/Olivianuzzi/status/1808924240529535352</a> <a href="https://x.com/peterjhasson/status/1811052411584164210" target="_blank" rel="noreferrer noopener">https://x.com/peterjhasson/status/1811052411584164210</a> <a href="https://youtu.be/kOeARghNIaY" target="_blank" rel="noreferrer noopener">https://youtu.be/kOeARghNIaY</a> <a href="https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out</a>]]></description><guid isPermaLink="false">414982a8-f4f6-4cc0-8511-e8fe0a4895ab</guid><pubDate>Fri, 12 Jul 2024 05:09:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245934/allin_e187.mp3" length="123306895" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI sentiment turns bearish due to massive spend with little revenue (40:51) A16Z's 20K GPU cluster (46:41) Broad...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI sentiment turns bearish due to massive spend with little revenue (40:51) A16Z's 20K GPU cluster (46:41) Broad implications of France elections (1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances Apply for All-In Summit: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/teddyschleifer/status/1811423421861113915" target="_blank" rel="noreferrer noopener">https://x.com/teddyschleifer/status/1811423421861113915</a> <a href="https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html</a> <a href="https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2</a> <a href="https://fred.stlouisfed.org/series/UNRATE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/UNRATE</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://ycharts.com/indicators/sp_500_pe_ratio" target="_blank" rel="noreferrer noopener">https://ycharts.com/indicators/sp_500_pe_ratio</a> <a href="https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens</a> <a href="https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024" target="_blank" rel="noreferrer noopener"> https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024</a> <a href="https://youtu.be/R6hJh-OwoZw" target="_blank" rel="noreferrer noopener">https://youtu.be/R6hJh-OwoZw</a> <a href="https://www.sequoiacap.com/article/ais-600b-question" target="_blank" rel="noreferrer noopener">https://www.sequoiacap.com/article/ais-600b-question</a> <a...]]></itunes:summary><itunes:duration>5138</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b745c6886a8a54db1c235d3a1ea6db0d.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Jonathan Haidt | The All-In Interview</title><link>https://www.spreaker.com/episode/jonathan-haidt-the-all-in-interview--75245828</link><description><![CDATA[(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media (12:39) Understanding how humans are wired from an evolutionary biology perspective (27:22) Haidt's proposals to help younger generations (33:12) Linking themes and trends in Haidt's books with recent college protests (48:17) Explaining traditional liberalism and conservatism (56:55) Lightning Round: Parenting tips, Gen Z employees Jonathan's website: <a href="https://jonathanhaidt.com" target="_blank" rel="noreferrer noopener">https://jonathanhaidt.com</a> Buy The Anxious Generation: <a href="https://www.anxiousgeneration.com/book" target="_blank" rel="noreferrer noopener">https://www.anxiousgeneration.com/book</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.anxiousgeneration.com/take-action" target="_blank" rel="noreferrer noopener">https://www.anxiousgeneration.com/take-action</a> <a href="https://www.azquotes.com/quote/1385350" target="_blank" rel="noreferrer noopener">https://www.azquotes.com/quote/1385350</a> <a href="https://www.azquotes.com/quote/926752" target="_blank" rel="noreferrer noopener">https://www.azquotes.com/quote/926752</a> <a href="https://www.thecoddling.com/chapter-1-antifragility" target="_blank" rel="noreferrer noopener">https://www.thecoddling.com/chapter-1-antifragility</a> <a href="https://www.anxiousgeneration.com" target="_blank" rel="noreferrer noopener">https://www.anxiousgeneration.com</a> <a href="https://www.afterbabel.com" target="_blank" rel="noreferrer noopener">https://www.afterbabel.com</a> <a href="https://letgrow.org" target="_blank" rel="noreferrer noopener">https://letgrow.org</a>]]></description><guid isPermaLink="false">c3cc3284-3ec7-4ef4-8282-1bcd531f304d</guid><pubDate>Wed, 10 Jul 2024 01:11:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245828/allin_intv_jonhaidt_v3.mp3" length="106495754" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media (12:39) Understanding how humans are wired from an evolutionary biology perspective...</itunes:subtitle><itunes:summary><![CDATA[(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media (12:39) Understanding how humans are wired from an evolutionary biology perspective (27:22) Haidt's proposals to help younger generations (33:12) Linking themes and trends in Haidt's books with recent college protests (48:17) Explaining traditional liberalism and conservatism (56:55) Lightning Round: Parenting tips, Gen Z employees Jonathan's website: <a href="https://jonathanhaidt.com" target="_blank" rel="noreferrer noopener">https://jonathanhaidt.com</a> Buy The Anxious Generation: <a href="https://www.anxiousgeneration.com/book" target="_blank" rel="noreferrer noopener">https://www.anxiousgeneration.com/book</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.anxiousgeneration.com/take-action" target="_blank" rel="noreferrer noopener">https://www.anxiousgeneration.com/take-action</a> <a href="https://www.azquotes.com/quote/1385350" target="_blank" rel="noreferrer noopener">https://www.azquotes.com/quote/1385350</a> <a href="https://www.azquotes.com/quote/926752" target="_blank" rel="noreferrer noopener">https://www.azquotes.com/quote/926752</a> <a href="https://www.thecoddling.com/chapter-1-antifragility" target="_blank" rel="noreferrer noopener">https://www.thecoddling.com/chapter-1-antifragility</a> <a href="https://www.anxiousgeneration.com" target="_blank" rel="noreferrer noopener">https://www.anxiousgeneration.com</a> <a href="https://www.afterbabel.com" target="_blank" rel="noreferrer noopener">https://www.afterbabel.com</a> <a href="https://letgrow.org" target="_blank" rel="noreferrer noopener">https://letgrow.org</a>]]></itunes:summary><itunes:duration>4438</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/437df2f76115fdcabd268d94e2292351.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship</title><link>https://www.spreaker.com/episode/hot-swap-growing-donors-revolt-president-kamala-scotus-breakdown-immunity-chevron-censorship--75245832</link><description><![CDATA[(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 decline coverup, Bestie strategy for Dems (34:38) SCOTUS clarifies social media moderation (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies (1:00:03) SCOTUS to hear case on restricting online porn in Texas (1:05:27) SCOTUS rules in favor of President Trump in immunity case Join/host a meetup: <a href="https://app.getriver.io/all-in" target="_blank" rel="noreferrer noopener">https://app.getriver.io/all-in</a> Apply for All-In Summit: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination" target="_blank" rel="noreferrer noopener"> https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination</a> <a href="https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html</a> <a href="https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014</a> <a href="https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434</a> <a href="https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea</a> <a href="https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate</a> <a href="https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know</a> <a href="https://x.com/TheKevinDalton/status/1806669560852218045" target="_blank" rel="noreferrer noopener">https://x.com/TheKevinDalton/status/1806669560852218045</a> <a href="https://x.com/0rf/status/1807620571934478683" target="_blank" rel="noreferrer noopener">https://x.com/0rf/status/1807620571934478683</a> <a href="https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas</a> <a href="https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf" target="_blank" rel="noreferrer noopener">https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf</a> <a href="https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268</a> <a href="https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf" target="_blank" rel="noreferrer noopener">https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf</a> <a href="https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies" target="_blank" rel="noreferrer noopener"> https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies</a> <a href="https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02</a> <a href="https://x.com/noalpha_allbeta/status/1808265251202167183" target="_blank" rel="noreferrer noopener">https://x.com/noalpha_allbeta/status/1808265251202167183</a> <a href="https://x.com/ewarren/status/1808241509738631388" target="_blank" rel="noreferrer noopener">https://x.com/ewarren/status/1808241509738631388</a> <a href="https://www.axios.com/2019/06/01/supreme-court-justices-ideology" target="_blank" rel="noreferrer noopener">https://www.axios.com/2019/06/01/supreme-court-justices-ideology</a> <a href="https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188</a> <a href="https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf" target="_blank" rel="noreferrer noopener">https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf</a> <a href="https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution" target="_blank" rel="noreferrer noopener"> https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution</a> <a href="https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825</a> <a href="https://x.com/unusual_whales/status/1808558981457326368" target="_blank" rel="noreferrer noopener">https://x.com/unusual_whales/status/1808558981457326368</a>]]></description><guid isPermaLink="false">35893bb4-e30e-4ecc-8caa-03526e1c380d</guid><pubDate>Thu, 04 Jul 2024 17:31:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245832/allin_e186.mp3" length="119650856" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 decline coverup, Bestie strategy for Dems (34:38) SCOTUS clarifies social media moderation (47:06)...</itunes:subtitle><itunes:summary><![CDATA[(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 decline coverup, Bestie strategy for Dems (34:38) SCOTUS clarifies social media moderation (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies (1:00:03) SCOTUS to hear case on restricting online porn in Texas (1:05:27) SCOTUS rules in favor of President Trump in immunity case Join/host a meetup: <a href="https://app.getriver.io/all-in" target="_blank" rel="noreferrer noopener">https://app.getriver.io/all-in</a> Apply for All-In Summit: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination" target="_blank" rel="noreferrer noopener"> https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination</a> <a href="https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html</a> <a href="https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014</a> <a href="https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434</a> <a href="https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea</a> <a href="https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate</a> <a href="https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know</a> <a href="https://x.com/TheKevinDalton/status/1806669560852218045" target="_blank" rel="noreferrer noopener">https://x.com/TheKevinDalton/status/1806669560852218045</a> <a...]]></itunes:summary><itunes:duration>4986</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/bf064e32dd58f10e2daa18081fc5d51a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit &amp; more</title><link>https://www.spreaker.com/episode/presidential-debate-reaction-biden-hot-swap-tech-unemployment-openai-considers-for-profit-more--75245922</link><description><![CDATA[(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering for-profit conversion (54:11) The problem with safety-focused AI startups (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination" target="_blank" rel="noreferrer noopener"> https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination</a> <a href="https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811</a> <a href="https://youtu.be/R6hJh-OwoZw" target="_blank" rel="noreferrer noopener">https://youtu.be/R6hJh-OwoZw</a> <a href="https://x.com/KellyO/status/1806505436457189594" target="_blank" rel="noreferrer noopener">https://x.com/KellyO/status/1806505436457189594</a> <a href="https://x.com/WesternLensman/status/1806660589315658003" target="_blank" rel="noreferrer noopener">https://x.com/WesternLensman/status/1806660589315658003</a> <a href="https://x.com/stoolpresidente/status/1806496453545586779" target="_blank" rel="noreferrer noopener">https://x.com/stoolpresidente/status/1806496453545586779</a> <a href="https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE</a> <a href="https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai</a> <a href="https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab</a> <a href="https://www.youtube.com/watch?v=YMnkqY98Cyo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=YMnkqY98Cyo</a> <a href="https://x.com/benioff/status/1805664701298491623" target="_blank" rel="noreferrer noopener">https://x.com/benioff/status/1805664701298491623</a> <a href="https://www.youtube.com/watch?v=CwQMMzoeH9s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=CwQMMzoeH9s</a> <a href="https://x.com/JoeBiden/status/1806739920255320347" target="_blank" rel="noreferrer noopener">https://x.com/JoeBiden/status/1806739920255320347</a>]]></description><guid isPermaLink="false">fe1c5c81-8f51-49ce-b554-1ffe9d6ede5c</guid><pubDate>Sat, 29 Jun 2024 04:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245922/allin_e185.mp3" length="117496376" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering for-profit conversion (54:11) The problem with safety-focused AI startups (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination" target="_blank" rel="noreferrer noopener"> https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination</a> <a href="https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811" target="_blank" rel="noreferrer noopener"> https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811</a> <a href="https://youtu.be/R6hJh-OwoZw" target="_blank" rel="noreferrer noopener">https://youtu.be/R6hJh-OwoZw</a> <a href="https://x.com/KellyO/status/1806505436457189594" target="_blank" rel="noreferrer noopener">https://x.com/KellyO/status/1806505436457189594</a> <a href="https://x.com/WesternLensman/status/1806660589315658003" target="_blank" rel="noreferrer noopener">https://x.com/WesternLensman/status/1806660589315658003</a> <a href="https://x.com/stoolpresidente/status/1806496453545586779" target="_blank" rel="noreferrer noopener">https://x.com/stoolpresidente/status/1806496453545586779</a> <a href="https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE</a> <a href="https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai</a> <a href="https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab</a> <a href="https://www.youtube.com/watch?v=YMnkqY98Cyo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=YMnkqY98Cyo</a> <a href="https://x.com/benioff/status/1805664701298491623" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4896</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d8936dbd306d0a879dcd6eab3f3d0be4.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>In conversation with President Trump</title><link>https://www.spreaker.com/episode/in-conversation-with-president-trump--75245683</link><description><![CDATA[(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) Foreign policy: Ukraine/Russia (25:05) Foreign policy: Israel/Palestine (28:13) Abortion: Stance on a national ban (31:09) Foreign policy: China (32:33) COVID: Origins, Fauci relationship, deep state, bad deals (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent (46:07) JFK Files: Full release, importance of transparency (48:06) Debate prediction (50:15) Post-interview debrief Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/tyler/status/1803872859938549920" target="_blank" rel="noreferrer noopener">https://x.com/tyler/status/1803872859938549920</a> <a href="https://x.com/cameron/status/1803876953860247831" target="_blank" rel="noreferrer noopener">https://x.com/cameron/status/1803876953860247831</a> <a href="https://x.com/LHSummers/status/1802097688269181436" target="_blank" rel="noreferrer noopener">https://x.com/LHSummers/status/1802097688269181436</a> <a href="https://x.com/davidsacks/status/179888324567070746" target="_blank" rel="noreferrer noopener">https://x.com/davidsacks/status/179888324567070746</a>]]></description><guid isPermaLink="false">9c0e70f4-9f5a-4aa6-8eae-a361b850415e</guid><pubDate>Thu, 20 Jun 2024 20:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245683/allin_e184.mp3" length="77359093" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) Foreign policy: Ukraine/Russia (25:05)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) Foreign policy: Ukraine/Russia (25:05) Foreign policy: Israel/Palestine (28:13) Abortion: Stance on a national ban (31:09) Foreign policy: China (32:33) COVID: Origins, Fauci relationship, deep state, bad deals (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent (46:07) JFK Files: Full release, importance of transparency (48:06) Debate prediction (50:15) Post-interview debrief Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/tyler/status/1803872859938549920" target="_blank" rel="noreferrer noopener">https://x.com/tyler/status/1803872859938549920</a> <a href="https://x.com/cameron/status/1803876953860247831" target="_blank" rel="noreferrer noopener">https://x.com/cameron/status/1803876953860247831</a> <a href="https://x.com/LHSummers/status/1802097688269181436" target="_blank" rel="noreferrer noopener">https://x.com/LHSummers/status/1802097688269181436</a> <a href="https://x.com/davidsacks/status/179888324567070746" target="_blank" rel="noreferrer noopener">https://x.com/davidsacks/status/179888324567070746</a>]]></itunes:summary><itunes:duration>4835</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/1d8064747f42970b6497cad073858ad1.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate &amp; Inside Trump Fundraiser</title><link>https://www.spreaker.com/episode/elon-gets-paid-apple-s-ai-pop-openai-revenue-rip-macro-debate-inside-trump-fundraiser--75245891</link><description><![CDATA[(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 announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? Follow Tim Naki: <a href="https://www.instagram.com/tim.naki" target="_blank" rel="noreferrer noopener">https://www.instagram.com/tim.naki</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.instagram.com/tim.naki" target="_blank" rel="noreferrer noopener">https://www.instagram.com/tim.naki</a> <a href="https://x.com/eoghan/status/1799161733766062545" target="_blank" rel="noreferrer noopener">https://x.com/eoghan/status/1799161733766062545</a> <a href="https://x.com/bennyjohnson/status/1800979079472288145" target="_blank" rel="noreferrer noopener">https://x.com/bennyjohnson/status/1800979079472288145</a> <a href="https://x.com/bennyjohnson/status/1797086962626494840" target="_blank" rel="noreferrer noopener">https://x.com/bennyjohnson/status/1797086962626494840</a> <a href="https://x.com/elonmusk/status/1801084780035154058" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1801084780035154058</a> <a href="https://x.com/jhall/status/1795794521604718814" target="_blank" rel="noreferrer noopener">https://x.com/jhall/status/1795794521604718814</a> <a href="https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion" target="_blank" rel="noreferrer noopener"> https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://www.youtube.com/watch?v=RXeOiIDNNek" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=RXeOiIDNNek</a> <a href="https://x.com/chiefaioffice/status/1801022115426009309" target="_blank" rel="noreferrer noopener">https://x.com/chiefaioffice/status/1801022115426009309</a> <a href="https://trends.google.com/trends/explore?geo=US&amp;q=%2Fg%2F11khcfz0y2&amp;hl=en" target="_blank" rel="noreferrer noopener"> https://trends.google.com/trends/explore?geo=US&amp;q=%2Fg%2F11khcfz0y2&amp;hl=en</a> <a href="https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&amp;hl=en" target="_blank" rel="noreferrer noopener"> https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&amp;hl=en</a> <a href="https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm</a> <a href="https://fred.stlouisfed.org/series/FEDFUNDS" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href="https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024" target="_blank" rel="noreferrer noopener"> https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024</a> <a href="https://fred.stlouisfed.org/series/CES0500000003" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CES0500000003</a> <a href="https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf" target="_blank" rel="noreferrer noopener"> https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf</a> <a href="https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://x.com/VinnyLingham/status/1801129023168454907" target="_blank" rel="noreferrer noopener">https://x.com/VinnyLingham/status/1801129023168454907</a> <a href="https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders" target="_blank" rel="noreferrer noopener"> https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders</a> <a href="https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1" target="_blank" rel="noreferrer noopener"> https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1</a> <a href="https://x.com/jameslavish/status/1801248976911634648" target="_blank" rel="noreferrer noopener">https://x.com/jameslavish/status/1801248976911634648</a> <a href="https://x.com/peterfenton/status/1801300735520608529" target="_blank" rel="noreferrer noopener">https://x.com/peterfenton/status/1801300735520608529</a>]]></description><guid isPermaLink="false">725580b6-3eca-4e61-a3f4-a773ab317047</guid><pubDate>Fri, 14 Jun 2024 21:58:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245891/allin_e183.mp3" length="122106011" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run...</itunes:subtitle><itunes:summary><![CDATA[(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 announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? Follow Tim Naki: <a href="https://www.instagram.com/tim.naki" target="_blank" rel="noreferrer noopener">https://www.instagram.com/tim.naki</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.instagram.com/tim.naki" target="_blank" rel="noreferrer noopener">https://www.instagram.com/tim.naki</a> <a href="https://x.com/eoghan/status/1799161733766062545" target="_blank" rel="noreferrer noopener">https://x.com/eoghan/status/1799161733766062545</a> <a href="https://x.com/bennyjohnson/status/1800979079472288145" target="_blank" rel="noreferrer noopener">https://x.com/bennyjohnson/status/1800979079472288145</a> <a href="https://x.com/bennyjohnson/status/1797086962626494840" target="_blank" rel="noreferrer noopener">https://x.com/bennyjohnson/status/1797086962626494840</a> <a href="https://x.com/elonmusk/status/1801084780035154058" target="_blank" rel="noreferrer noopener">https://x.com/elonmusk/status/1801084780035154058</a> <a href="https://x.com/jhall/status/1795794521604718814" target="_blank" rel="noreferrer noopener">https://x.com/jhall/status/1795794521604718814</a> <a href="https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion" target="_blank" rel="noreferrer noopener"> https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://www.youtube.com/watch?v=RXeOiIDNNek" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=RXeOiIDNNek</a> <a href="https://x.com/chiefaioffice/status/1801022115426009309" target="_blank" rel="noreferrer noopener">https://x.com/chiefaioffice/status/1801022115426009309</a> <a href="https://trends.google.com/trends/explore?geo=US&amp;q=%2Fg%2F11khcfz0y2&amp;hl=en" target="_blank" rel="noreferrer noopener"> https://trends.google.com/trends/explore?geo=US&amp;q=%2Fg%2F11khcfz0y2&amp;hl=en</a> <a href="https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&amp;hl=en" target="_blank" rel="noreferrer noopener"> https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&amp;hl=en</a> <a...]]></itunes:summary><itunes:duration>5088</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d71226eac0984cedad380ab68e7d707c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market</title><link>https://www.spreaker.com/episode/doj-targets-nvidia-meme-stock-comeback-trump-fundraiser-in-sf-apple-openai-texas-stock-market--75245895</link><description><![CDATA[(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 stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=dQQhAg0mfF8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=dQQhAg0mfF8</a> <a href="https://x.com/vkhosla/status/1769529054955446533" target="_blank" rel="noreferrer noopener">https://x.com/vkhosla/status/1769529054955446533</a> <a href="https://x.com/vkhosla/status/1796293773389127987" target="_blank" rel="noreferrer noopener">https://x.com/vkhosla/status/1796293773389127987</a> <a href="https://x.com/shaunmmaguire/status/1796415146077954329" target="_blank" rel="noreferrer noopener">https://x.com/shaunmmaguire/status/1796415146077954329</a> <a href="https://x.com/DavidSacks/status/1798100723617698097" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1798100723617698097</a> <a href="https://x.com/SawyerMerritt/status/1798779830521000426" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1798779830521000426</a> <a href="https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html</a> <a href="https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://www.youtube.com/watch?v=F9cO3-MLHOM" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=F9cO3-MLHOM</a> <a href="https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519</a> <a href="https://www.reddit.com/user/DeepFuckingValue" target="_blank" rel="noreferrer noopener">https://www.reddit.com/user/DeepFuckingValue</a> <a href="https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4</a> <a href="https://x.com/TheRoaringKitty/status/1789807772542067105" target="_blank" rel="noreferrer noopener">https://x.com/TheRoaringKitty/status/1789807772542067105</a> <a href="https://www.google.com/finance/quote/GME:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GME:NYSE</a> <a href="https://www.youtube.com/watch?v=M-VO6dtFRes" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=M-VO6dtFRes</a> <a href="https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301</a> <a href="https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue" target="_blank" rel="noreferrer noopener">https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue</a> <a href="https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb</a> <a href="https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html</a> <a href="https://www.instagram.com/tim.naki/reels" target="_blank" rel="noreferrer noopener">https://www.instagram.com/tim.naki/reels</a> <a href="https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba</a> <a href="https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf" target="_blank" rel="noreferrer noopener"> https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf</a> <a href="https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other</a> <a href="https://x.com/leonsimons8/status/1793319395080520036" target="_blank" rel="noreferrer noopener">https://x.com/leonsimons8/status/1793319395080520036</a>]]></description><guid isPermaLink="false">ebbcb697-d0bb-4a4f-b246-600854d3b5ef</guid><pubDate>Fri, 07 Jun 2024 19:02:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245895/allin_e182.mp3" length="123016142" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop...</itunes:subtitle><itunes:summary><![CDATA[(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 stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=dQQhAg0mfF8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=dQQhAg0mfF8</a> <a href="https://x.com/vkhosla/status/1769529054955446533" target="_blank" rel="noreferrer noopener">https://x.com/vkhosla/status/1769529054955446533</a> <a href="https://x.com/vkhosla/status/1796293773389127987" target="_blank" rel="noreferrer noopener">https://x.com/vkhosla/status/1796293773389127987</a> <a href="https://x.com/shaunmmaguire/status/1796415146077954329" target="_blank" rel="noreferrer noopener">https://x.com/shaunmmaguire/status/1796415146077954329</a> <a href="https://x.com/DavidSacks/status/1798100723617698097" target="_blank" rel="noreferrer noopener">https://x.com/DavidSacks/status/1798100723617698097</a> <a href="https://x.com/SawyerMerritt/status/1798779830521000426" target="_blank" rel="noreferrer noopener">https://x.com/SawyerMerritt/status/1798779830521000426</a> <a href="https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html</a> <a href="https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://www.youtube.com/watch?v=F9cO3-MLHOM" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=F9cO3-MLHOM</a> <a href="https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519</a> <a href="https://www.reddit.com/user/DeepFuckingValue" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5126</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/53bebc03698bfca71959a62ef3d7bb30.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?</title><link>https://www.spreaker.com/episode/trump-verdict-covid-cover-up-crypto-corner-salesforce-drops-20-ai-correction--75246013</link><description><![CDATA[(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 COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI correction? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures</a> <a href="https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform</a> <a href="https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute" target="_blank" rel="noreferrer noopener">https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute</a> <a href="https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report</a> <a href="https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance</a> <a href="https://x.com/emilyakopp/status/1795482121739354552" target="_blank" rel="noreferrer noopener">https://x.com/emilyakopp/status/1795482121739354552</a> <a href="https://x.com/R_H_Ebright/status/1795454118594568312" target="_blank" rel="noreferrer noopener">https://x.com/R_H_Ebright/status/1795454118594568312</a> <a href="https://www.youtube.com/watch?v=jGxSlW0NrB4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=jGxSlW0NrB4</a> <a href="https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance" target="_blank" rel="noreferrer noopener"> https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance</a> <a href="https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html</a> <a href="https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390" target="_blank" rel="noreferrer noopener">https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390</a>  https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext <a href="https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor</a> <a href="https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit" target="_blank" rel="noreferrer noopener"> https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit</a> <a href="https://x.com/KatherineEban" target="_blank" rel="noreferrer noopener">https://x.com/KatherineEban</a> <a href="https://x.com/emilyakopp" target="_blank" rel="noreferrer noopener">https://x.com/emilyakopp</a> <a href="https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics" target="_blank" rel="noreferrer noopener"> https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics</a> <a href="https://www.youtube.com/watch?v=nvQTXAgtA6s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=nvQTXAgtA6s</a> <a href="https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf" target="_blank" rel="noreferrer noopener"> https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf</a> <a href="https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500" target="_blank" rel="noreferrer noopener"> https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500</a> <a href="https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict</a> <a href="https://www.google.com/finance/quote/DELL:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DELL:NYSE</a> <a href="https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down</a>]]></description><guid isPermaLink="false">d6d72d1c-d1ed-4c8d-ae66-cdca500aeec7</guid><pubDate>Fri, 31 May 2024 21:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246013/allin_e181.mp3" length="155068208" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected...</itunes:subtitle><itunes:summary><![CDATA[(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 COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI correction? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures</a> <a href="https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform</a> <a href="https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute" target="_blank" rel="noreferrer noopener">https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute</a> <a href="https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report</a> <a href="https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance" target="_blank" rel="noreferrer noopener"> https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance</a> <a href="https://x.com/emilyakopp/status/1795482121739354552" target="_blank" rel="noreferrer noopener">https://x.com/emilyakopp/status/1795482121739354552</a> <a href="https://x.com/R_H_Ebright/status/1795454118594568312" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6462</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/314ad74b16d32f93d9338a0d3b5f4e94.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls</title><link>https://www.spreaker.com/episode/scarlett-johansson-vs-openai-nvidia-s-trillion-dollar-problem-the-vibecession-plastic-in-our-balls--75245939</link><description><![CDATA[(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/BobbyAllyn/status/1792679435701014908" target="_blank" rel="noreferrer noopener">https://x.com/BobbyAllyn/status/1792679435701014908</a> <a href="https://x.com/sama/status/1790075827666796666" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/1790075827666796666</a> <a href="https://openai.com/index/how-the-voices-for-chatgpt-were-chosen" target="_blank" rel="noreferrer noopener">https://openai.com/index/how-the-voices-for-chatgpt-were-chosen</a> <a href="https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice</a> <a href="https://x.com/SydSteyerhart/status/1792981291266138531" target="_blank" rel="noreferrer noopener">https://x.com/SydSteyerhart/status/1792981291266138531</a> <a href="https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees" target="_blank" rel="noreferrer noopener"> https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees</a> <a href="https://x.com/sama/status/1791936857594581428" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/1791936857594581428</a> <a href="https://x.com/ilyasut/status/1790517455628198322" target="_blank" rel="noreferrer noopener">https://x.com/ilyasut/status/1790517455628198322</a> <a href="https://x.com/janleike/status/1790603862132596961" target="_blank" rel="noreferrer noopener">https://x.com/janleike/status/1790603862132596961</a> <a href="https://x.com/janleike/status/1791498184671605209" target="_blank" rel="noreferrer noopener">https://x.com/janleike/status/1791498184671605209</a> <a href="https://openai.com/index/openai-announces-leadership-transition" target="_blank" rel="noreferrer noopener">https://openai.com/index/openai-announces-leadership-transition</a> <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025</a> <a href="https://www.google.com/finance/quote/INTC:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/INTC:NASDAQ</a> <a href="https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat" target="_blank" rel="noreferrer noopener"> https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat</a> <a href="https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo" target="_blank" rel="noreferrer noopener"> https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo</a> <a href="https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022" target="_blank" rel="noreferrer noopener"> https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022</a> <a href="https://chamath.substack.com/p/2023-annual-letter" target="_blank" rel="noreferrer noopener">https://chamath.substack.com/p/2023-annual-letter</a> <a href="https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula</a> <a href="https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden</a> <a href="https://fred.stlouisfed.org/series/CCLACBW027SBOG" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CCLACBW027SBOG</a> <a href="https://x.com/KariLake/status/1792986501820850333" target="_blank" rel="noreferrer noopener">https://x.com/KariLake/status/1792986501820850333</a> <a href="https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation" target="_blank" rel="noreferrer noopener"> https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation</a> <a href="https://www.google.com/finance/quote/MCD:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/MCD:NYSE</a> <a href="https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d</a> <a href="https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781" target="_blank" rel="noreferrer noopener"> https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781</a> <a href="https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x" target="_blank" rel="noreferrer noopener"> https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x</a> <a href="https://pubmed.ncbi.nlm.nih.gov/12708228" target="_blank" rel="noreferrer noopener">https://pubmed.ncbi.nlm.nih.gov/12708228</a> <a href="https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247" target="_blank" rel="noreferrer noopener">https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247</a> <a href="https://pubmed.ncbi.nlm.nih.gov/21524797" target="_blank" rel="noreferrer noopener">https://pubmed.ncbi.nlm.nih.gov/21524797</a> <a href="https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133" target="_blank" rel="noreferrer noopener"> https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133</a> <a href="https://www.youtube.com/watch?v=o6yuYkfNh-k" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=o6yuYkfNh-k</a> <a href="https://www.youtube.com/watch?v=EYQjShJxCtM" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=EYQjShJxCtM</a> <a href="https://www.youtube.com/watch?v=r_4jrMwvZ2A" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=r_4jrMwvZ2A</a>]]></description><guid isPermaLink="false">4e878f93-654b-4744-b4da-32408c0ad543</guid><pubDate>Fri, 24 May 2024 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245939/allin_e180.mp3" length="129737035" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://x.com/BobbyAllyn/status/1792679435701014908" target="_blank" rel="noreferrer noopener">https://x.com/BobbyAllyn/status/1792679435701014908</a> <a href="https://x.com/sama/status/1790075827666796666" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/1790075827666796666</a> <a href="https://openai.com/index/how-the-voices-for-chatgpt-were-chosen" target="_blank" rel="noreferrer noopener">https://openai.com/index/how-the-voices-for-chatgpt-were-chosen</a> <a href="https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice</a> <a href="https://x.com/SydSteyerhart/status/1792981291266138531" target="_blank" rel="noreferrer noopener">https://x.com/SydSteyerhart/status/1792981291266138531</a> <a href="https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees" target="_blank" rel="noreferrer noopener"> https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees</a> <a href="https://x.com/sama/status/1791936857594581428" target="_blank" rel="noreferrer noopener">https://x.com/sama/status/1791936857594581428</a> <a href="https://x.com/ilyasut/status/1790517455628198322" target="_blank" rel="noreferrer noopener">https://x.com/ilyasut/status/1790517455628198322</a> <a href="https://x.com/janleike/status/1790603862132596961" target="_blank" rel="noreferrer noopener">https://x.com/janleike/status/1790603862132596961</a> <a href="https://x.com/janleike/status/1791498184671605209" target="_blank" rel="noreferrer noopener">https://x.com/janleike/status/1791498184671605209</a> <a href="https://openai.com/index/openai-announces-leadership-transition" target="_blank" rel="noreferrer noopener">https://openai.com/index/openai-announces-leadership-transition</a> <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025" target="_blank"...]]></itunes:summary><itunes:duration>5406</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/3d09a372b1c7aac69390445f05fc759c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?</title><link>https://www.spreaker.com/episode/gpt-4o-launches-glue-demo-ohalo-breakthrough-druck-s-argentina-bet-did-google-kill-perplexity--75245948</link><description><![CDATA[(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 AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm" target="_blank" rel="noreferrer noopener"> https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm</a> <a href="https://x.com/OpenAI/status/1790130703721521305" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/1790130703721521305</a> <a href="https://x.com/OpenAI/status/1790089513387143469" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/1790089513387143469</a> https://crfm.stanford.edu/helm/mmlu/v1.3.0/# <a href="https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3</a> <a href="https://www.opencompute.org" target="_blank" rel="noreferrer noopener">https://www.opencompute.org</a> <a href="https://glue.ai" target="_blank" rel="noreferrer noopener">https://glue.ai</a> <a href="https://ragie.ai" target="_blank" rel="noreferrer noopener">https://ragie.ai</a> <a href="https://ohalo.com" target="_blank" rel="noreferrer noopener">https://ohalo.com</a> <a href="https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html</a> <a href="https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula</a> <a href="https://twitter.com/DavidSacks/status/1378034932006592512" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1378034932006592512</a> <a href="https://www.athenawow.com/jcal" target="_blank" rel="noreferrer noopener">https://www.athenawow.com/jcal</a> <a href="https://calacanis.substack.com/p/startup-productivity-in-the-age-of" target="_blank" rel="noreferrer noopener"> https://calacanis.substack.com/p/startup-productivity-in-the-age-of</a> <a href="https://blog.google/products/search/generative-ai-google-search-may-2024" target="_blank" rel="noreferrer noopener"> https://blog.google/products/search/generative-ai-google-search-may-2024</a> <a href="https://www.youtube.com/watch?v=XEzRZ35urlk" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=XEzRZ35urlk</a> <a href="https://finance.yahoo.com/quote/GOOG" target="_blank" rel="noreferrer noopener">https://finance.yahoo.com/quote/GOOG</a> <a href="https://startuptalky.com/apple-failed-products" target="_blank" rel="noreferrer noopener">https://startuptalky.com/apple-failed-products</a>]]></description><guid isPermaLink="false">75ecf1b9-8a21-4e7e-b882-89a62ee938db</guid><pubDate>Fri, 17 May 2024 20:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245948/allin_e179.mp3" length="145769638" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo...</itunes:subtitle><itunes:summary><![CDATA[(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 AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm" target="_blank" rel="noreferrer noopener"> https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm</a> <a href="https://x.com/OpenAI/status/1790130703721521305" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/1790130703721521305</a> <a href="https://x.com/OpenAI/status/1790089513387143469" target="_blank" rel="noreferrer noopener">https://x.com/OpenAI/status/1790089513387143469</a> https://crfm.stanford.edu/helm/mmlu/v1.3.0/# <a href="https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3</a> <a href="https://www.opencompute.org" target="_blank" rel="noreferrer noopener">https://www.opencompute.org</a> <a href="https://glue.ai" target="_blank" rel="noreferrer noopener">https://glue.ai</a> <a href="https://ragie.ai" target="_blank" rel="noreferrer noopener">https://ragie.ai</a> <a href="https://ohalo.com" target="_blank" rel="noreferrer noopener">https://ohalo.com</a> <a href="https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html</a> <a href="https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula</a> <a href="https://twitter.com/DavidSacks/status/1378034932006592512" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6074</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/661440446e2c513196b75a84a0c6d818.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>In conversation with Sam Altman</title><link>https://www.spreaker.com/episode/in-conversation-with-sam-altman--75245862</link><description><![CDATA[(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 like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI in a post-AI world (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company (1:05:33) Post-interview recap (1:10:38) All-In Summit announcements, college protests (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next? (1:29:41) Google unveils AlphaFold 3.0 Follow Sam: <a href="https://twitter.com/sama" target="_blank" rel="noreferrer noopener">https://twitter.com/sama</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/EconomyApp/status/1622029832099082241" target="_blank" rel="noreferrer noopener">https://twitter.com/EconomyApp/status/1622029832099082241</a> <a href="https://sacra.com/c/openai" target="_blank" rel="noreferrer noopener">https://sacra.com/c/openai</a> <a href="https://twitter.com/tim_cook/status/1787864325258162239" target="_blank" rel="noreferrer noopener">https://twitter.com/tim_cook/status/1787864325258162239</a> <a href="https://openai.com/index/introducing-the-model-spec" target="_blank" rel="noreferrer noopener">https://openai.com/index/introducing-the-model-spec</a> <a href="https://twitter.com/SabriSun_Miller/status/1788298123434938738" target="_blank" rel="noreferrer noopener">https://twitter.com/SabriSun_Miller/status/1788298123434938738</a> <a href="https://www.archives.gov/founding-docs/bill-of-rights-transcript" target="_blank" rel="noreferrer noopener">https://www.archives.gov/founding-docs/bill-of-rights-transcript</a> <a href="https://twitter.com/ClayTravis/status/1788312545754825091" target="_blank" rel="noreferrer noopener">https://twitter.com/ClayTravis/status/1788312545754825091</a> <a href="https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html" target="_blank" rel="noreferrer noopener"> https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html</a> <a href="https://www.youtube.com/watch?v=snbTCWL6rxo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=snbTCWL6rxo</a> <a href="https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html" target="_blank" rel="noreferrer noopener"> https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html</a> <a href="https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036" target="_blank" rel="noreferrer noopener"> https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036</a> <a href="https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model" target="_blank" rel="noreferrer noopener"> https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model</a>]]></description><guid isPermaLink="false">abca9464-d5b3-4e52-a494-89fbf140c2f1</guid><pubDate>Fri, 10 May 2024 19:47:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245862/allin_e178_1.mp3" length="148383973" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair...</itunes:subtitle><itunes:summary><![CDATA[(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 like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI in a post-AI world (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company (1:05:33) Post-interview recap (1:10:38) All-In Summit announcements, college protests (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next? (1:29:41) Google unveils AlphaFold 3.0 Follow Sam: <a href="https://twitter.com/sama" target="_blank" rel="noreferrer noopener">https://twitter.com/sama</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/EconomyApp/status/1622029832099082241" target="_blank" rel="noreferrer noopener">https://twitter.com/EconomyApp/status/1622029832099082241</a> <a href="https://sacra.com/c/openai" target="_blank" rel="noreferrer noopener">https://sacra.com/c/openai</a> <a href="https://twitter.com/tim_cook/status/1787864325258162239" target="_blank" rel="noreferrer noopener">https://twitter.com/tim_cook/status/1787864325258162239</a> <a href="https://openai.com/index/introducing-the-model-spec" target="_blank" rel="noreferrer noopener">https://openai.com/index/introducing-the-model-spec</a> <a href="https://twitter.com/SabriSun_Miller/status/1788298123434938738" target="_blank" rel="noreferrer noopener">https://twitter.com/SabriSun_Miller/status/1788298123434938738</a> <a href="https://www.archives.gov/founding-docs/bill-of-rights-transcript" target="_blank" rel="noreferrer noopener">https://www.archives.gov/founding-docs/bill-of-rights-transcript</a> <a href="https://twitter.com/ClayTravis/status/1788312545754825091" target="_blank" rel="noreferrer noopener">https://twitter.com/ClayTravis/status/1788312545754825091</a> <a href="https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html" target="_blank" rel="noreferrer noopener"> https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html</a> <a href="https://www.youtube.com/watch?v=snbTCWL6rxo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=snbTCWL6rxo</a> <a...]]></itunes:summary><itunes:duration>6183</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/cb9a19421c811df741da418989946e05.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>In conversation with Sheryl Sandberg, plus open-source AI gene editing explained</title><link>https://www.spreaker.com/episode/in-conversation-with-sheryl-sandberg-plus-open-source-ai-gene-editing-explained--75245847</link><description><![CDATA[(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7 (28:18) Paths forward, documentary decisions, involvement of women in protests (53:03) Post-interview debrief (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1 Follow Sheryl: <a href="https://twitter.com/sherylsandberg" target="_blank" rel="noreferrer noopener">https://twitter.com/sherylsandberg</a> Watch Screams Before Silence: <a href="https://www.youtube.com/watch?v=zAr9oGSXgak&amp;rco=1" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=zAr9oGSXgak&amp;rco=1</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/fakechamath" target="_blank" rel="noreferrer noopener">https://twitter.com/fakechamath</a> <a href="https://www.youtube.com/watch?v=zAr9oGSXgak&amp;rco=1" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=zAr9oGSXgak&amp;rco=1</a> <a href="https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html</a> <a href="https://news.un.org/en/story/2024/03/1147477" target="_blank" rel="noreferrer noopener">https://news.un.org/en/story/2024/03/1147477</a> <a href="https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/" target="_blank" rel="noreferrer noopener"> https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/</a> <a href="https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html</a> <a href="https://github.com/Profluent-AI/OpenCRISPR" target="_blank" rel="noreferrer noopener">https://github.com/Profluent-AI/OpenCRISPR</a>]]></description><guid isPermaLink="false">4a4e7cbb-0e6c-4e04-8c62-b3892fce8ae0</guid><pubDate>Fri, 03 May 2024 18:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245847/allin_e177.mp3" length="108540926" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7 (28:18) Paths forward, documentary decisions, involvement of women in...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7 (28:18) Paths forward, documentary decisions, involvement of women in protests (53:03) Post-interview debrief (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1 Follow Sheryl: <a href="https://twitter.com/sherylsandberg" target="_blank" rel="noreferrer noopener">https://twitter.com/sherylsandberg</a> Watch Screams Before Silence: <a href="https://www.youtube.com/watch?v=zAr9oGSXgak&amp;rco=1" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=zAr9oGSXgak&amp;rco=1</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/fakechamath" target="_blank" rel="noreferrer noopener">https://twitter.com/fakechamath</a> <a href="https://www.youtube.com/watch?v=zAr9oGSXgak&amp;rco=1" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=zAr9oGSXgak&amp;rco=1</a> <a href="https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html</a> <a href="https://news.un.org/en/story/2024/03/1147477" target="_blank" rel="noreferrer noopener">https://news.un.org/en/story/2024/03/1147477</a> <a href="https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/" target="_blank" rel="noreferrer noopener"> https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/</a> <a href="https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html</a> <a href="https://github.com/Profluent-AI/OpenCRISPR" target="_blank" rel="noreferrer noopener">https://github.com/Profluent-AI/OpenCRISPR</a>]]></itunes:summary><itunes:duration>4523</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/6697e94c1654fcab1babdc4f8f7317bd.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax</title><link>https://www.spreaker.com/episode/meta-s-scorched-earth-approach-to-ai-tesla-s-future-tiktok-bill-ftc-bans-noncompetes-wealth-tax--75245797</link><description><![CDATA[(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 roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on startups and company formation (1:00:33) Besties reminisce on their encounters with Steve Jobs (1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done? (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://twitter.com/Jason <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow on X: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" rel="noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/" rel="noopener">https://www.tiktok.com/</a>@all_in_tok Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" rel="noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://ai.meta.com/blog/meta-llama-3" rel="noopener">https://ai.meta.com/blog/meta-llama-3</a> https://huggingface.co/meta-llama/Meta-Llama-3-8B <a href="https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem" rel="noopener">https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem</a> https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3 <a href="https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html" rel="noopener">https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html</a> https://www.youtube.com/watch?v=kiMTRQXBol0 <a href="https://twitter.com/AravSrinivas/status/1781099224169320500" rel="noopener">https://twitter.com/AravSrinivas/status/1781099224169320500</a> https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge <a href="https://twitter.com/lauramaywendel/status/1782040453266710551" rel="noopener">https://twitter.com/lauramaywendel/status/1782040453266710551</a> https://twitter.com/naveengrao/status/1781491370114633816 <a href="https://twitter.com/winglian/status/1783456379199484367" rel="noopener">https://twitter.com/winglian/status/1783456379199484367</a> https://www.meta.ai <a href="https://twitter.com/chamath/status/1780302197772952049" rel="noopener">https://twitter.com/chamath/status/1780302197772952049</a> https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out <a href="https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21" rel="noopener">https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21</a> https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand <a href="https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01" rel="noopener">https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01</a> https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" rel="noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a> https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html <a href="https://www.tesla.com/blog/master-plan-part-deux" rel="noopener">https://www.tesla.com/blog/master-plan-part-deux</a> https://twitter.com/chamath/status/1776663647735218491 <a href="https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf" rel="noopener">https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf</a> https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html <a href="https://palmetto.com" rel="noopener">https://palmetto.com</a> https://www.youtube.com/watch?v=pja_n8ThDsU <a href="https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit" rel="noopener">https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit</a> https://twitter.com/DavidSacks/status/1777496946263134414 <a href="https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html" rel="noopener">https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html</a> https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements <a href="https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes" rel="noopener">https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes</a> https://www.techemails.com/p/steve-jobs-emails-adobes-ceo <a href="https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android" rel="noopener">https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android</a> https://www.youtube.com/watch?v=CWOt9Cjq2mw <a href="https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package" rel="noopener">https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package</a> https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150 <a href="https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html" rel="noopener">https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html</a> https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo ]]></description><guid isPermaLink="false">ce4697f5-ddb6-4726-93ca-f9650804be9f</guid><pubDate>Fri, 26 Apr 2024 22:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245797/allin_e176.mp3" length="146057386" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans...</itunes:subtitle><itunes:summary><![CDATA[(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 roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on startups and company formation (1:00:33) Besties reminisce on their encounters with Steve Jobs (1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done? (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://twitter.com/Jason <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow on X: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" rel="noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/" rel="noopener">https://www.tiktok.com/</a>@all_in_tok Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" rel="noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://ai.meta.com/blog/meta-llama-3" rel="noopener">https://ai.meta.com/blog/meta-llama-3</a> https://huggingface.co/meta-llama/Meta-Llama-3-8B <a href="https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem" rel="noopener">https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem</a> https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3 <a href="https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html" rel="noopener">https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html</a> https://www.youtube.com/watch?v=kiMTRQXBol0 <a href="https://twitter.com/AravSrinivas/status/1781099224169320500" rel="noopener">https://twitter.com/AravSrinivas/status/1781099224169320500</a> https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge <a href="https://twitter.com/lauramaywendel/status/1782040453266710551" rel="noopener">https://twitter.com/lauramaywendel/status/1782040453266710551</a> https://twitter.com/naveengrao/status/1781491370114633816 <a href="https://twitter.com/winglian/status/1783456379199484367" rel="noopener">https://twitter.com/winglian/status/1783456379199484367</a> https://www.meta.ai <a href="https://twitter.com/chamath/status/1780302197772952049" rel="noopener">https://twitter.com/chamath/status/1780302197772952049</a> https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out <a href="https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21" rel="noopener">https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21</a> https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand <a href="https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01" rel="noopener">https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01</a> https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" rel="noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a>...]]></itunes:summary><itunes:duration>6086</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/3d48e5cbe73b240e790a43e71e4a3aaf.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal</title><link>https://www.spreaker.com/episode/google-fires-protestors-npr-chaos-humane-s-ai-pin-startup-tax-crisis-sports-betting-scandal--75245782</link><description><![CDATA[(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 Koon, and Phil Hellmuth   (14:38) Google fires protestors (35:08) Chaos and culture wars at NPR (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions (1:02:28) Startup tax crisis: How a recent provision upended R&amp;D deductions (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US (1:23:33) How to get better at chess, childhood Bestie schemes Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/NoTechApartheid/status/1780278895058518468" target="_blank" rel="noreferrer noopener">https://twitter.com/NoTechApartheid/status/1780278895058518468</a> <a href="https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html</a> <a href="https://www.notechforapartheid.com" target="_blank" rel="noreferrer noopener">https://www.notechforapartheid.com</a> <a href="https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract</a> <a href="https://twitter.com/CollinRugg/status/1779914595156808045" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1779914595156808045</a> <a href="https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000" target="_blank" rel="noreferrer noopener"> https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000</a> <a href="https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f</a> <a href="https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html</a> <a href="https://www.youtube.com/watch?v=3-APSXZy9UI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=3-APSXZy9UI</a> <a href="https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html</a> <a href="https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000" target="_blank" rel="noreferrer noopener"> https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000</a> <a href="https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000" target="_blank" rel="noreferrer noopener"> https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000</a> <a href="https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html</a> <a href="https://twitter.com/JustStop_Oil/status/1580883249228046336" target="_blank" rel="noreferrer noopener">https://twitter.com/JustStop_Oil/status/1580883249228046336</a> <a href="https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia</a> <a href="https://www.npr.org/about-npr/178659563/our-mission-and-vision" target="_blank" rel="noreferrer noopener">https://www.npr.org/about-npr/178659563/our-mission-and-vision</a> <a href="https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust" target="_blank" rel="noreferrer noopener">https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust</a> <a href="https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work" target="_blank" rel="noreferrer noopener"> https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work</a> <a href="https://twitter.com/realchrisrufo" target="_blank" rel="noreferrer noopener">https://twitter.com/realchrisrufo</a> <a href="https://twitter.com/wokal_distance/status/1780695504210567335" target="_blank" rel="noreferrer noopener">https://twitter.com/wokal_distance/status/1780695504210567335</a> <a href="https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass</a> <a href="https://humane.com" target="_blank" rel="noreferrer noopener">https://humane.com</a> <a href="https://www.youtube.com/watch?v=TitZV6k8zfA" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=TitZV6k8zfA</a> <a href="https://www.youtube.com/watch?v=6xWXRk3yaSw" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=6xWXRk3yaSw</a> <a href="https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036</a> <a href="https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM" target="_blank" rel="noreferrer noopener">https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM</a> <a href="https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924</a> <a href="https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8</a> <a href="https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal</a> <a href="https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports" target="_blank" rel="noreferrer noopener"> https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports</a> <a href="https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue" target="_blank" rel="noreferrer noopener"> https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue</a> <a href="https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work" target="_blank" rel="noreferrer noopener"> https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work</a> <a href="https://www.youtube.com/watch?v=U2huVf1l4UE" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=U2huVf1l4UE</a>]]></description><guid isPermaLink="false">17687ffe-222b-4224-9ef6-139735a0d146</guid><pubDate>Fri, 19 Apr 2024 19:49:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245782/allin_e175.mp3" length="139523324" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 Koon, and Phil Hellmuth   (14:38) Google fires protestors (35:08) Chaos and culture wars at NPR...</itunes:subtitle><itunes:summary><![CDATA[(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 Koon, and Phil Hellmuth   (14:38) Google fires protestors (35:08) Chaos and culture wars at NPR (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions (1:02:28) Startup tax crisis: How a recent provision upended R&amp;D deductions (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US (1:23:33) How to get better at chess, childhood Bestie schemes Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/NoTechApartheid/status/1780278895058518468" target="_blank" rel="noreferrer noopener">https://twitter.com/NoTechApartheid/status/1780278895058518468</a> <a href="https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html</a> <a href="https://www.notechforapartheid.com" target="_blank" rel="noreferrer noopener">https://www.notechforapartheid.com</a> <a href="https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract</a> <a href="https://twitter.com/CollinRugg/status/1779914595156808045" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1779914595156808045</a> <a href="https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000" target="_blank" rel="noreferrer noopener"> https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000</a> <a href="https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f</a> <a href="https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5812</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/cc388af06c573be3a48ed836a9555fbd.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups &amp; more</title><link>https://www.spreaker.com/episode/e174-inflation-stays-hot-ai-disclosure-bill-drone-warfare-defense-startups-more--75245814</link><description><![CDATA[Register for the All-In Summit: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut? (45:41) AI disclosure bill: important step for creators or unnecessary? (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> <a href="https://youtu.be/FgUKIRnxrxw" target="_blank" rel="noreferrer noopener">https://youtu.be/FgUKIRnxrxw</a> <a href="https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr" target="_blank" rel="noreferrer noopener"> https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr</a> <a href="https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php" target="_blank" rel="noreferrer noopener"> https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php</a> <a href="https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html</a> <a href="https://www.investing.com/economic-calendar/core-cpi-736" target="_blank" rel="noreferrer noopener">https://www.investing.com/economic-calendar/core-cpi-736</a> <a href="https://www.investing.com/economic-calendar/cpi-733" target="_blank" rel="noreferrer noopener">https://www.investing.com/economic-calendar/cpi-733</a> <a href="https://twitter.com/LHSummers/status/1778093870271664291" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1778093870271664291</a> <a href="https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e</a> <a href="https://twitter.com/LHSummers/status/1762607548828360798" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1762607548828360798</a> <a href="https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula</a> <a href="https://twitter.com/chamath/status/1778098007625572487" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1778098007625572487</a> <a href="https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship" target="_blank" rel="noreferrer noopener"> https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship</a> <a href="https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html</a> <a href="https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html" target="_blank" rel="noreferrer noopener"> https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html</a> <a href="https://twitter.com/unusual_whales/status/1778479545613439455" target="_blank" rel="noreferrer noopener">https://twitter.com/unusual_whales/status/1778479545613439455</a> <a href="https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html</a> <a href="https://fred.stlouisfed.org/series/FEDFUNDS" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href="https://twitter.com/chamath/status/1777017715846455470/photo/1" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1777017715846455470/photo/1</a> <a href="https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies" target="_blank" rel="noreferrer noopener"> https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies</a> <a href="https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf" target="_blank" rel="noreferrer noopener"> https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf</a> <a href="https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html</a> <a href="https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google</a> <a href="https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story</a> <a href="https://www.youtube.com/watch?v=xG1vOxwgqJw" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=xG1vOxwgqJw</a> <a href="https://twitter.com/sambendett/status/1774074927437475862" target="_blank" rel="noreferrer noopener">https://twitter.com/sambendett/status/1774074927437475862</a> <a href="https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19</a> <a href="https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12</a> <a href="https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html</a> <a href="https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480</a> <a href="https://www.saildrone.com" target="_blank" rel="noreferrer noopener">https://www.saildrone.com</a> <a href="https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups" target="_blank" rel="noreferrer noopener"> https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups</a> <a href="https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country</a> <a href="https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves" target="_blank" rel="noreferrer noopener"> https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves</a> <a href="https://www.allencontrolsystems.com" target="_blank" rel="noreferrer noopener">https://www.allencontrolsystems.com</a> <a href="https://www.allencontrolsystems.com/bullfrog" target="_blank" rel="noreferrer noopener">https://www.allencontrolsystems.com/bullfrog</a>]]></description><guid isPermaLink="false">c19b6867-c2a7-48ed-9464-f84d8f472c8f</guid><pubDate>Fri, 12 Apr 2024 18:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245814/allin_e174.mp3" length="125228095" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>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 (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30)...</itunes:subtitle><itunes:summary><![CDATA[Register for the All-In Summit: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut? (45:41) AI disclosure bill: important step for creators or unnecessary? (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> <a href="https://youtu.be/FgUKIRnxrxw" target="_blank" rel="noreferrer noopener">https://youtu.be/FgUKIRnxrxw</a> <a href="https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr" target="_blank" rel="noreferrer noopener"> https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr</a> <a href="https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php" target="_blank" rel="noreferrer noopener"> https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php</a> <a href="https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html</a> <a href="https://www.investing.com/economic-calendar/core-cpi-736" target="_blank" rel="noreferrer noopener">https://www.investing.com/economic-calendar/core-cpi-736</a> <a href="https://www.investing.com/economic-calendar/cpi-733" target="_blank" rel="noreferrer noopener">https://www.investing.com/economic-calendar/cpi-733</a> <a href="https://twitter.com/LHSummers/status/1778093870271664291" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1778093870271664291</a> <a href="https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e</a> <a href="https://twitter.com/LHSummers/status/1762607548828360798" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1762607548828360798</a> <a...]]></itunes:summary><itunes:duration>5218</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/0afc32477c08657e51724c7fef5e2ce8.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO</title><link>https://www.spreaker.com/episode/e173-google-buying-hubspot-ftx-depositors-not-made-whole-ai-job-fears-ukraine-joining-nato--75245780</link><description><![CDATA[(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 considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited? (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html</a> <a href="https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors</a> <a href="https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13</a> <a href="https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21</a> <a href="https://www.google.com/finance/quote/DJT:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DJT:NASDAQ</a> <a href="https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458</a> <a href="https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43</a> <a href="https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans</a> <a href="https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html</a> <a href="https://twitter.com/mtaibbi/status/1619029772977455105" target="_blank" rel="noreferrer noopener">https://twitter.com/mtaibbi/status/1619029772977455105</a> <a href="https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories" target="_blank" rel="noreferrer noopener"> https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories</a> <a href="https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04</a> <a href="https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue" target="_blank" rel="noreferrer noopener">https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue</a> <a href="https://www.google.com/finance/quote/HUBS:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/HUBS:NYSE</a> <a href="https://www.statista.com/statistics/266249/advertising-revenue-of-google" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/266249/advertising-revenue-of-google</a> <a href="https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet</a> <a href="https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results" target="_blank" rel="noreferrer noopener"> https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results</a> <a href="https://twitter.com/thedailyshow/status/1774995166778020059" target="_blank" rel="noreferrer noopener">https://twitter.com/thedailyshow/status/1774995166778020059</a> <a href="https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month" target="_blank" rel="noreferrer noopener"> https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month</a> <a href="https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011</a> <a href="https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html" target="_blank" rel="noreferrer noopener"> https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html</a> <a href="https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976" target="_blank" rel="noreferrer noopener">https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976</a> <a href="https://twitter.com/lina_colucci/status/1775668500931268665" target="_blank" rel="noreferrer noopener">https://twitter.com/lina_colucci/status/1775668500931268665</a> <a href="https://twitter.com/tsarnick/status/1748923998052975099" target="_blank" rel="noreferrer noopener">https://twitter.com/tsarnick/status/1748923998052975099</a> <a href="https://twitter.com/Figure_robot/status/1767913661253984474" target="_blank" rel="noreferrer noopener">https://twitter.com/Figure_robot/status/1767913661253984474</a> <a href="https://twitter.com/elonmusk/status/1746964887949934958" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1746964887949934958</a> <a href="https://www.geckorobotics.com/company/robots" target="_blank" rel="noreferrer noopener">https://www.geckorobotics.com/company/robots</a> <a href="https://twitter.com/DavidSacks/status/1775926842257813910" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1775926842257813910</a> <a href="https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia" target="_blank" rel="noreferrer noopener"> https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia</a> <a href="https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks" target="_blank" rel="noreferrer noopener"> https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks</a> <a href="https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10" target="_blank" rel="noreferrer noopener"> https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10</a>]]></description><guid isPermaLink="false">3182832c-41ed-4978-b2ee-b86931f36f75</guid><pubDate>Fri, 05 Apr 2024 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245780/allin_e173_2.mp3" length="133836599" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors...</itunes:subtitle><itunes:summary><![CDATA[(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 considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited? (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html</a> <a href="https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors</a> <a href="https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13</a> <a href="https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21</a> <a href="https://www.google.com/finance/quote/DJT:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DJT:NASDAQ</a> <a href="https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458</a> <a href="https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43</a> <a href="https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans</a> <a href="https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html</a> <a...]]></itunes:summary><itunes:duration>5577</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/aba437a4ffe12e13c5ae64d351a2a6e1.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget &amp; more</title><link>https://www.spreaker.com/episode/e172-sbf-gets-25-years-trump-s-meme-stock-rfk-jr-picks-vp-biden-s-2025-budget-more--75245956</link><description><![CDATA[(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 something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to confront America's existential crisis? (1:11:59) Science Corner: Why the price of cocoa has skyrocketed! (1:16:41) Movie talk and wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28</a> <a href="https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html</a> <a href="https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison" target="_blank" rel="noreferrer noopener"> https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison</a> <a href="https://www.google.com/finance/quote/DJT:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DJT:NASDAQ</a> <a href="https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm</a> <a href="https://www.sec.gov/news/press-release/2023-121" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2023-121</a> <a href="https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d</a> <a href="https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html</a> <a href="https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay" target="_blank" rel="noreferrer noopener"> https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay</a> <a href="https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e</a> <a href="https://twitter.com/CollinRugg/status/1773147897439436939" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1773147897439436939</a> <a href="https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html</a> <a href="https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11</a> <a href="https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf</a> <a href="https://manhattan.institute/article/the-limits-of-taxing-the-rich" target="_blank" rel="noreferrer noopener"> https://manhattan.institute/article/the-limits-of-taxing-the-rich</a> <a href="https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf" target="_blank" rel="noreferrer noopener"> https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href="https://www.oecd.org/tax/revenue-statistics-united-states.pdf" target="_blank" rel="noreferrer noopener">https://www.oecd.org/tax/revenue-statistics-united-states.pdf</a> <a href="https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services" target="_blank" rel="noreferrer noopener"> https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services</a> <a href="https://fred.stlouisfed.org/series/USGOVT" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/USGOVT</a> <a href="https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter" target="_blank" rel="noreferrer noopener"> https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter</a> <a href="https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures" target="_blank" rel="noreferrer noopener"> https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures</a> <a href="https://www.movieposters.com/products/daliland-mpw-138836" target="_blank" rel="noreferrer noopener">https://www.movieposters.com/products/daliland-mpw-138836</a> <a href="https://twitter.com/stillgray/status/1773234188663054751" target="_blank" rel="noreferrer noopener">https://twitter.com/stillgray/status/1773234188663054751</a> <a href="https://twitter.com/elonmusk/status/1773240336292393144" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1773240336292393144</a>]]></description><guid isPermaLink="false">f219dc2f-b9b1-4a96-af98-1ccadbe3b203</guid><pubDate>Fri, 29 Mar 2024 19:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245956/allin_e172.mp3" length="126371824" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to...</itunes:subtitle><itunes:summary><![CDATA[(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 something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to confront America's existential crisis? (1:11:59) Science Corner: Why the price of cocoa has skyrocketed! (1:16:41) Movie talk and wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow on X: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> Follow on Instagram: <a href="https://www.instagram.com/theallinpod" target="_blank" rel="noreferrer noopener">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href="https://www.tiktok.com/@all_in_tok" target="_blank" rel="noreferrer noopener">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href="https://www.linkedin.com/company/allinpod" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28</a> <a href="https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html</a> <a href="https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison" target="_blank" rel="noreferrer noopener"> https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison</a> <a href="https://www.google.com/finance/quote/DJT:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DJT:NASDAQ</a> <a href="https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm</a> <a href="https://www.sec.gov/news/press-release/2023-121" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2023-121</a> <a href="https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d</a> <a href="https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html</a> <a href="https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay" target="_blank" rel="noreferrer noopener"> https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay</a> <a...]]></itunes:summary><itunes:duration>5266</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement &amp; more</title><link>https://www.spreaker.com/episode/e171-doj-sues-apple-ai-arms-race-reddit-ipo-realtor-settlement-more--75245789</link><description><![CDATA[(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 AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward (44:30) Microsoft's "Shadow Acquihire" of Inflection AI (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund (1:01:57) Reddit IPO: is risk-on back? (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf" target="_blank" rel="noreferrer noopener"> https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf</a> <a href="https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets</a> <a href="https://www.google.com/finance/quote/AAPL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/AAPL:NASDAQ</a> <a href="https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools</a> <a href="https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search" target="_blank" rel="noreferrer noopener"> https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search</a> <a href="https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing" target="_blank" rel="noreferrer noopener"> https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing</a> <a href="https://twitter.com/chamath/status/1769751534940918234" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1769751534940918234</a> <a href="https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks</a> <a href="https://twitter.com/Patworx/status/1760189582870536408" target="_blank" rel="noreferrer noopener">https://twitter.com/Patworx/status/1760189582870536408</a> <a href="https://www.youtube.com/watch?v=QNv9PRDIhes" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=QNv9PRDIhes</a> <a href="https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634</a> <a href="https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23</a> <a href="https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft</a> <a href="https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai</a> <a href="https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding" target="_blank" rel="noreferrer noopener"> https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding</a> <a href="https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html</a> <a href="https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html</a> <a href="https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532</a> <a href="https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f</a> <a href="https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question" target="_blank" rel="noreferrer noopener"> https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question</a> <a href="https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient" target="_blank" rel="noreferrer noopener"> https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient</a> <a href="https://twitter.com/neuralink/status/1770563939413496146" target="_blank" rel="noreferrer noopener">https://twitter.com/neuralink/status/1770563939413496146</a>]]></description><guid isPermaLink="false">5e8a307a-b52b-4e99-8725-73bd81dd76a7</guid><pubDate>Fri, 22 Mar 2024 18:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245789/allin_e171.mp3" length="114223759" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward...</itunes:subtitle><itunes:summary><![CDATA[(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 AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward (44:30) Microsoft's "Shadow Acquihire" of Inflection AI (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund (1:01:57) Reddit IPO: is risk-on back? (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf" target="_blank" rel="noreferrer noopener"> https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf</a> <a href="https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets</a> <a href="https://www.google.com/finance/quote/AAPL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/AAPL:NASDAQ</a> <a href="https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools</a> <a href="https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search" target="_blank" rel="noreferrer noopener"> https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search</a> <a href="https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing" target="_blank" rel="noreferrer noopener"> https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing</a> <a href="https://twitter.com/chamath/status/1769751534940918234" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1769751534940918234</a> <a href="https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks</a> <a href="https://twitter.com/Patworx/status/1760189582870536408" target="_blank" rel="noreferrer noopener">https://twitter.com/Patworx/status/1760189582870536408</a> <a href="https://www.youtube.com/watch?v=QNv9PRDIhes" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=QNv9PRDIhes</a> <a href="https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4760</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat &amp; more</title><link>https://www.spreaker.com/episode/e170-tech-s-vibe-shift-tiktok-ban-debate-vertical-ai-boom-florida-bans-lab-grown-meat-more--75245998</link><description><![CDATA[(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 CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups? (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness? (1:22:10) Florida on the verge of banning lab-grown meat Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/RachaelRad/status/1767612555063955891" target="_blank" rel="noreferrer noopener">https://twitter.com/RachaelRad/status/1767612555063955891</a> <a href="https://twitter.com/iamtomnash/status/1768135725403226256" target="_blank" rel="noreferrer noopener">https://twitter.com/iamtomnash/status/1768135725403226256</a> <a href="https://twitter.com/CollinRugg/status/1752749485070156025" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1752749485070156025</a> <a href="https://futurism.com/video-openai-cto-sora-training-data" target="_blank" rel="noreferrer noopener">https://futurism.com/video-openai-cto-sora-training-data</a> <a href="https://twitter.com/tsarnick/status/1768021821595726254" target="_blank" rel="noreferrer noopener">https://twitter.com/tsarnick/status/1768021821595726254</a> <a href="https://www.harvey.ai" target="_blank" rel="noreferrer noopener">https://www.harvey.ai</a> <a href="https://www.abridge.com" target="_blank" rel="noreferrer noopener">https://www.abridge.com</a> <a href="https://www.taxgpt.com" target="_blank" rel="noreferrer noopener">https://www.taxgpt.com</a> <a href="https://sierra.ai" target="_blank" rel="noreferrer noopener">https://sierra.ai</a> <a href="https://twitter.com/cognition_labs/status/1767548763134964000" target="_blank" rel="noreferrer noopener">https://twitter.com/cognition_labs/status/1767548763134964000</a> <a href="https://twitter.com/heyBarsee/status/1767934812315062646" target="_blank" rel="noreferrer noopener">https://twitter.com/heyBarsee/status/1767934812315062646</a> <a href="https://sourcegraph.com/cody" target="_blank" rel="noreferrer noopener">https://sourcegraph.com/cody</a> <a href="https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas</a> <a href="https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years" target="_blank" rel="noreferrer noopener"> https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years</a> <a href="https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote</a> <a href="https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800</a> <a href="https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate" target="_blank" rel="noreferrer noopener"> https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate</a> <a href="https://twitter.com/rabois/status/1768107160662421772" target="_blank" rel="noreferrer noopener">https://twitter.com/rabois/status/1768107160662421772</a> <a href="https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3" target="_blank" rel="noreferrer noopener"> https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3</a> <a href="https://time.com/6900348/tiktok-ban-donald-trump-congress" target="_blank" rel="noreferrer noopener">https://time.com/6900348/tiktok-ban-donald-trump-congress</a> <a href="https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote</a> <a href="https://www.congress.gov/bill/118th-congress/house-bill/7521/text" target="_blank" rel="noreferrer noopener"> https://www.congress.gov/bill/118th-congress/house-bill/7521/text</a> <a href="https://en.wikipedia.org/wiki/United_States_foreign_adversaries" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/United_States_foreign_adversaries</a> <a href="https://twitter.com/davidfrum/status/1753878721163882676" target="_blank" rel="noreferrer noopener">https://twitter.com/davidfrum/status/1753878721163882676</a> <a href="https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html</a> <a href="https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html</a> <a href="https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html</a> <a href="https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat" target="_blank" rel="noreferrer noopener"> https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat</a> <a href="https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it" target="_blank" rel="noreferrer noopener"> https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it</a> <a href="https://twitter.com/Teslaconomics/status/1768395010507182252" target="_blank" rel="noreferrer noopener">https://twitter.com/Teslaconomics/status/1768395010507182252</a> <a href="https://twitter.com/SpaceX/status/1768267464062943676" target="_blank" rel="noreferrer noopener">https://twitter.com/SpaceX/status/1768267464062943676</a> <a href="https://twitter.com/Andercot/status/1768328460622299424" target="_blank" rel="noreferrer noopener">https://twitter.com/Andercot/status/1768328460622299424</a>]]></description><guid isPermaLink="false">1e8a930b-40b0-4028-9c7b-502406fb8424</guid><pubDate>Fri, 15 Mar 2024 23:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245998/allin_e170_v2.mp3" length="141402696" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups...</itunes:subtitle><itunes:summary><![CDATA[(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 CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups? (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness? (1:22:10) Florida on the verge of banning lab-grown meat Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/RachaelRad/status/1767612555063955891" target="_blank" rel="noreferrer noopener">https://twitter.com/RachaelRad/status/1767612555063955891</a> <a href="https://twitter.com/iamtomnash/status/1768135725403226256" target="_blank" rel="noreferrer noopener">https://twitter.com/iamtomnash/status/1768135725403226256</a> <a href="https://twitter.com/CollinRugg/status/1752749485070156025" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1752749485070156025</a> <a href="https://futurism.com/video-openai-cto-sora-training-data" target="_blank" rel="noreferrer noopener">https://futurism.com/video-openai-cto-sora-training-data</a> <a href="https://twitter.com/tsarnick/status/1768021821595726254" target="_blank" rel="noreferrer noopener">https://twitter.com/tsarnick/status/1768021821595726254</a> <a href="https://www.harvey.ai" target="_blank" rel="noreferrer noopener">https://www.harvey.ai</a> <a href="https://www.abridge.com" target="_blank" rel="noreferrer noopener">https://www.abridge.com</a> <a href="https://www.taxgpt.com" target="_blank" rel="noreferrer noopener">https://www.taxgpt.com</a> <a href="https://sierra.ai" target="_blank" rel="noreferrer noopener">https://sierra.ai</a> <a href="https://twitter.com/cognition_labs/status/1767548763134964000" target="_blank" rel="noreferrer noopener">https://twitter.com/cognition_labs/status/1767548763134964000</a> <a href="https://twitter.com/heyBarsee/status/1767934812315062646" target="_blank" rel="noreferrer noopener">https://twitter.com/heyBarsee/status/1767934812315062646</a> <a href="https://sourcegraph.com/cody" target="_blank" rel="noreferrer noopener">https://sourcegraph.com/cody</a> <a href="https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas</a> <a href="https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years" target="_blank" rel="noreferrer noopener"> https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years</a> <a href="https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5892</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics</title><link>https://www.spreaker.com/episode/e169-elon-sues-openai-apple-s-decline-tiktok-ban-bitcoin-100k-science-corner-microplastics--75245809</link><description><![CDATA[(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with Sunny Madra! (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com" target="_blank" rel="noreferrer noopener"> https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com</a> <a href="https://openai.com/our-structure" target="_blank" rel="noreferrer noopener">https://openai.com/our-structure</a> <a href="https://openai.com/blog/openai-elon-musk" target="_blank" rel="noreferrer noopener">https://openai.com/blog/openai-elon-musk</a> <a href="https://twitter.com/vkhosla/status/1765424996548333997" target="_blank" rel="noreferrer noopener">https://twitter.com/vkhosla/status/1765424996548333997</a> <a href="https://twitter.com/pmarca/status/1764039155154399490" target="_blank" rel="noreferrer noopener">https://twitter.com/pmarca/status/1764039155154399490</a> <a href="https://twitter.com/elonmusk/status/1765415187161464972" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1765415187161464972</a> <a href="https://twitter.com/elonmusk/status/1765387202953937224" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1765387202953937224</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://www.berkshirehathaway.com/letters/2023ltr.pdf" target="_blank" rel="noreferrer noopener">https://www.berkshirehathaway.com/letters/2023ltr.pdf</a> <a href="https://twitter.com/KevinAFischer/status/1764892031233765421" target="_blank" rel="noreferrer noopener">https://twitter.com/KevinAFischer/status/1764892031233765421</a> <a href="https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html</a> <a href="https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account" target="_blank" rel="noreferrer noopener"> https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account</a> <a href="https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04</a> <a href="https://www.berkshirehathaway.com/letters/letters.html" target="_blank" rel="noreferrer noopener">https://www.berkshirehathaway.com/letters/letters.html</a> <a href="https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries" target="_blank" rel="noreferrer noopener"> https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries</a> <a href="https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05</a> <a href="https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf" target="_blank" rel="noreferrer noopener"> https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf</a> <a href="https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16</a> <a href="https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html</a> <a href="https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911</a> <a href="https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html</a> <a href="https://twitter.com/jawwwn_/status/1732888357980536924" target="_blank" rel="noreferrer noopener">https://twitter.com/jawwwn_/status/1732888357980536924</a> <a href="https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp" target="_blank" rel="noreferrer noopener">https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp</a> <a href="https://time.com/6846934/bitcoin-all-time-high-price-holdings" target="_blank" rel="noreferrer noopener">https://time.com/6846934/bitcoin-all-time-high-price-holdings</a> <a href="https://www.google.com/finance/quote/BTC-USD" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BTC-USD</a> <a href="https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9</a> <a href="https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving" target="_blank" rel="noreferrer noopener"> https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving</a> <a href="https://www.nejm.org/doi/full/10.1056/NEJMoa2309822" target="_blank" rel="noreferrer noopener">https://www.nejm.org/doi/full/10.1056/NEJMoa2309822</a> <a href="https://www.sciencedirect.com/science/article/pii/S016041202200099X" target="_blank" rel="noreferrer noopener"> https://www.sciencedirect.com/science/article/pii/S016041202200099X</a>]]></description><guid isPermaLink="false">4955e4b1-2af7-4574-98c0-7142aae5f8d9</guid><pubDate>Fri, 08 Mar 2024 21:56:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245809/allin_e169.mp3" length="135363425" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with Sunny Madra! (49:53) Have we hit peak Apple?:...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with Sunny Madra! (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com" target="_blank" rel="noreferrer noopener"> https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com</a> <a href="https://openai.com/our-structure" target="_blank" rel="noreferrer noopener">https://openai.com/our-structure</a> <a href="https://openai.com/blog/openai-elon-musk" target="_blank" rel="noreferrer noopener">https://openai.com/blog/openai-elon-musk</a> <a href="https://twitter.com/vkhosla/status/1765424996548333997" target="_blank" rel="noreferrer noopener">https://twitter.com/vkhosla/status/1765424996548333997</a> <a href="https://twitter.com/pmarca/status/1764039155154399490" target="_blank" rel="noreferrer noopener">https://twitter.com/pmarca/status/1764039155154399490</a> <a href="https://twitter.com/elonmusk/status/1765415187161464972" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1765415187161464972</a> <a href="https://twitter.com/elonmusk/status/1765387202953937224" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1765387202953937224</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://www.berkshirehathaway.com/letters/2023ltr.pdf" target="_blank" rel="noreferrer noopener">https://www.berkshirehathaway.com/letters/2023ltr.pdf</a> <a href="https://twitter.com/KevinAFischer/status/1764892031233765421" target="_blank" rel="noreferrer noopener">https://twitter.com/KevinAFischer/status/1764892031233765421</a> <a href="https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html</a> <a href="https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account" target="_blank" rel="noreferrer noopener"> https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account</a> <a href="https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5640</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown</title><link>https://www.spreaker.com/episode/e168-can-google-save-itself-ai-takes-over-customer-support-reddit-ipo-teardown--75246081</link><description><![CDATA[(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: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more (29:17) How bloated HR departments slow down companies (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data? (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups (1:13:06) Reddit S-1 breakdown (1:22:52) The Apple Car is dead: Apple cancels Project Titan Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://twitter.com/PirateWires/status/1762842476744708171" target="_blank" rel="noreferrer noopener">https://twitter.com/PirateWires/status/1762842476744708171</a> <a href="https://twitter.com/lulumeservey/status/1762864255437516932" target="_blank" rel="noreferrer noopener">https://twitter.com/lulumeservey/status/1762864255437516932</a> <a href="https://x.com/pmarca/status/1762532979317043515" target="_blank" rel="noreferrer noopener">https://x.com/pmarca/status/1762532979317043515</a> <a href="https://twitter.com/shellenberger/status/1762900581134557636" target="_blank" rel="noreferrer noopener">https://twitter.com/shellenberger/status/1762900581134557636</a> <a href="https://twitter.com/shaunmmaguire/status/1760885099984261564" target="_blank" rel="noreferrer noopener">https://twitter.com/shaunmmaguire/status/1760885099984261564</a> <a href="https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22</a> <a href="https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini</a> <a href="https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm</a> <a href="https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf" target="_blank" rel="noreferrer noopener"> https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf</a> <a href="https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month" target="_blank" rel="noreferrer noopener"> https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month</a> <a href="https://www.google.com/finance/quote/TLPFY:OTCMKTS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TLPFY:OTCMKTS</a> <a href="https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language" target="_blank" rel="noreferrer noopener"> https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language</a> <a href="https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html" target="_blank" rel="noreferrer noopener"> https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html</a> <a href="https://twitter.com/balajis/status/1763067849218850939" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1763067849218850939</a> <a href="https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2" target="_blank" rel="noreferrer noopener"> https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2</a> <a href="https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai</a>]]></description><guid isPermaLink="false">6b94b2f3-c9c8-43fd-b872-d6e0560ae672</guid><pubDate>Fri, 01 Mar 2024 19:37:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246081/allin_e168.mp3" length="128223235" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more (29:17) How...</itunes:subtitle><itunes:summary><![CDATA[(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: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more (29:17) How bloated HR departments slow down companies (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data? (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups (1:13:06) Reddit S-1 breakdown (1:22:52) The Apple Car is dead: Apple cancels Project Titan Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://twitter.com/PirateWires/status/1762842476744708171" target="_blank" rel="noreferrer noopener">https://twitter.com/PirateWires/status/1762842476744708171</a> <a href="https://twitter.com/lulumeservey/status/1762864255437516932" target="_blank" rel="noreferrer noopener">https://twitter.com/lulumeservey/status/1762864255437516932</a> <a href="https://x.com/pmarca/status/1762532979317043515" target="_blank" rel="noreferrer noopener">https://x.com/pmarca/status/1762532979317043515</a> <a href="https://twitter.com/shellenberger/status/1762900581134557636" target="_blank" rel="noreferrer noopener">https://twitter.com/shellenberger/status/1762900581134557636</a> <a href="https://twitter.com/shaunmmaguire/status/1760885099984261564" target="_blank" rel="noreferrer noopener">https://twitter.com/shaunmmaguire/status/1760885099984261564</a> <a href="https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22</a> <a href="https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini</a> <a href="https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm</a> <a href="https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf" target="_blank" rel="noreferrer noopener"> https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf</a> <a href="https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5212</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough &amp; more</title><link>https://www.spreaker.com/episode/e167-nvidia-smashes-earnings-again-google-s-woke-ai-disaster-groq-s-lpu-breakthrough-more--75245974</link><description><![CDATA[(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href="https://twitter.com/KobeissiLetter/status/1760680756689748478" target="_blank" rel="noreferrer noopener">https://twitter.com/KobeissiLetter/status/1760680756689748478</a> <a href="https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024" target="_blank" rel="noreferrer noopener"> https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024</a> <a href="https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&amp;window=5D" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&amp;window=5D</a> <a href="https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1</a> <a href="https://twitter.com/JayScambler/status/1759372542530261154" target="_blank" rel="noreferrer noopener">https://twitter.com/JayScambler/status/1759372542530261154</a> <a href="https://twitter.com/chamath/status/1760343973632291212" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1760343973632291212</a> <a href="https://x.ai" target="_blank" rel="noreferrer noopener">https://x.ai</a> <a href="https://twitter.com/TheTranscript_/status/1760436281438314545" target="_blank" rel="noreferrer noopener">https://twitter.com/TheTranscript_/status/1760436281438314545</a> <a href="https://artificialanalysis.ai" target="_blank" rel="noreferrer noopener">https://artificialanalysis.ai</a> <a href="https://www.contraline.com/product" target="_blank" rel="noreferrer noopener">https://www.contraline.com/product</a> <a href="https://www.cafexapp.com/commercial" target="_blank" rel="noreferrer noopener">https://www.cafexapp.com/commercial</a> <a href="https://blog.google/technology/ai/google-gemini-ai" target="_blank" rel="noreferrer noopener">https://blog.google/technology/ai/google-gemini-ai</a> <a href="https://blog.google/products/gemini/bard-gemini-advanced-app" target="_blank" rel="noreferrer noopener">https://blog.google/products/gemini/bard-gemini-advanced-app</a> <a href="https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace" target="_blank" rel="noreferrer noopener"> https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace</a> <a href="https://twitter.com/benthompson/status/1760452419627233610" target="_blank" rel="noreferrer noopener">https://twitter.com/benthompson/status/1760452419627233610</a> <a href="https://twitter.com/Patworx/status/1760189582870536408" target="_blank" rel="noreferrer noopener">https://twitter.com/Patworx/status/1760189582870536408</a> <a href="https://twitter.com/micsolana/status/1760163801893339565" target="_blank" rel="noreferrer noopener">https://twitter.com/micsolana/status/1760163801893339565</a> <a href="https://ai.google/responsibility/principles" target="_blank" rel="noreferrer noopener">https://ai.google/responsibility/principles</a> <a href="https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback</a> <a href="https://twitter.com/Jason/status/1760780139476992062" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1760780139476992062</a> <a href="https://twitter.com/paulg/status/1760416051181793361" target="_blank" rel="noreferrer noopener">https://twitter.com/paulg/status/1760416051181793361</a> <a href="https://twitter.com/chamath/status/1760729719094563019" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1760729719094563019</a> <a href="https://twitter.com/Jason/status/1760780139476992062" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1760780139476992062</a>]]></description><guid isPermaLink="false">f8ee6812-45bf-45cc-a08d-7e23c016f89a</guid><pubDate>Fri, 23 Feb 2024 19:48:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245974/allin_e167.mp3" length="115829284" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href="https://twitter.com/KobeissiLetter/status/1760680756689748478" target="_blank" rel="noreferrer noopener">https://twitter.com/KobeissiLetter/status/1760680756689748478</a> <a href="https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024" target="_blank" rel="noreferrer noopener"> https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024</a> <a href="https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&amp;window=5D" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&amp;window=5D</a> <a href="https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1</a> <a href="https://twitter.com/JayScambler/status/1759372542530261154" target="_blank" rel="noreferrer noopener">https://twitter.com/JayScambler/status/1759372542530261154</a> <a href="https://twitter.com/chamath/status/1760343973632291212" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1760343973632291212</a> <a href="https://x.ai" target="_blank" rel="noreferrer noopener">https://x.ai</a> <a href="https://twitter.com/TheTranscript_/status/1760436281438314545" target="_blank" rel="noreferrer noopener">https://twitter.com/TheTranscript_/status/1760436281438314545</a> <a href="https://artificialanalysis.ai" target="_blank" rel="noreferrer noopener">https://artificialanalysis.ai</a> <a href="https://www.contraline.com/product" target="_blank" rel="noreferrer noopener">https://www.contraline.com/product</a> <a href="https://www.cafexapp.com/commercial" target="_blank" rel="noreferrer noopener">https://www.cafexapp.com/commercial</a> <a...]]></itunes:summary><itunes:duration>4827</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview &amp; more</title><link>https://www.spreaker.com/episode/e166-mind-blowing-ai-video-openai-launches-sora-is-biden-too-old-tucker-putin-interview-more--75245923</link><description><![CDATA[(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: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://companiesmarketcap.com/page/1" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com/page/1</a> <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href="https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09</a> <a href="https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119</a> <a href="https://blog.google/products/gemini/bard-gemini-advanced-app" target="_blank" rel="noreferrer noopener">https://blog.google/products/gemini/bard-gemini-advanced-app</a> <a href="https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0</a> <a href="https://www.google.com/finance/quote/ARM:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ARM:NASDAQ</a> <a href="https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18</a> <a href="https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13</a> <a href="https://twitter.com/OpenAI/status/1758192957386342435" target="_blank" rel="noreferrer noopener">https://twitter.com/OpenAI/status/1758192957386342435</a> <a href="https://twitter.com/CultureCrave/status/1758212761748980089" target="_blank" rel="noreferrer noopener">https://twitter.com/CultureCrave/status/1758212761748980089</a> <a href="https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024" target="_blank" rel="noreferrer noopener"> https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024</a> <a href="https://twitter.com/nathanbenaich/status/1758036247115608317" target="_blank" rel="noreferrer noopener">https://twitter.com/nathanbenaich/status/1758036247115608317</a> <a href="https://twitter.com/natfriedman/status/1758143612561568047" target="_blank" rel="noreferrer noopener">https://twitter.com/natfriedman/status/1758143612561568047</a> <a href="https://twitter.com/OfficialLoganK/status/1758198997590618550" target="_blank" rel="noreferrer noopener">https://twitter.com/OfficialLoganK/status/1758198997590618550</a> <a href="https://huggingface.co/spaces/tsujuifu/ml-mgie" target="_blank" rel="noreferrer noopener">https://huggingface.co/spaces/tsujuifu/ml-mgie</a> <a href="https://huggingface.co/stablediffusionapi/juggernaut-xl" target="_blank" rel="noreferrer noopener">https://huggingface.co/stablediffusionapi/juggernaut-xl</a> <a href="https://twitter.com/jrichlive/status/1757258553688256895" target="_blank" rel="noreferrer noopener">https://twitter.com/jrichlive/status/1757258553688256895</a> <a href="https://twitter.com/jrichlive/status/1493392725814566914" target="_blank" rel="noreferrer noopener">https://twitter.com/jrichlive/status/1493392725814566914</a> <a href="https://twitter.com/chamath/status/1757537426019598418" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1757537426019598418</a> <a href="https://twitter.com/elonmusk/status/1757537968083075137" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1757537968083075137</a> <a href="https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms" target="_blank" rel="noreferrer noopener"> https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms</a> <a href="https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl" target="_blank" rel="noreferrer noopener"> https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl</a> <a href="https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report</a> <a href="https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country" target="_blank" rel="noreferrer noopener"> https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country</a> <a href="https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference" target="_blank" rel="noreferrer noopener"> https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference</a> <a href="https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024" target="_blank" rel="noreferrer noopener"> https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024</a> <a href="https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007</a> <a href="https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html</a> <a href="https://twitter.com/wikileaks/status/1497207251785818114" target="_blank" rel="noreferrer noopener">https://twitter.com/wikileaks/status/1497207251785818114</a> <a href="https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html</a>]]></description><guid isPermaLink="false">f137a8ed-1007-49c1-8104-3c1967d5039b</guid><pubDate>Fri, 16 Feb 2024 23:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245923/allin_e166.mp3" length="149319551" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans...</itunes:subtitle><itunes:summary><![CDATA[(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: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://companiesmarketcap.com/page/1" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com/page/1</a> <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href="https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09</a> <a href="https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119</a> <a href="https://blog.google/products/gemini/bard-gemini-advanced-app" target="_blank" rel="noreferrer noopener">https://blog.google/products/gemini/bard-gemini-advanced-app</a> <a href="https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0</a> <a href="https://www.google.com/finance/quote/ARM:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ARM:NASDAQ</a> <a href="https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18</a> <a href="https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13</a> <a href="https://twitter.com/OpenAI/status/1758192957386342435" target="_blank" rel="noreferrer noopener">https://twitter.com/OpenAI/status/1758192957386342435</a> <a href="https://twitter.com/CultureCrave/status/1758212761748980089" target="_blank" rel="noreferrer noopener">https://twitter.com/CultureCrave/status/1758212761748980089</a> <a href="https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024" target="_blank" rel="noreferrer noopener"> https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024</a> <a...]]></itunes:summary><itunes:duration>6222</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis</title><link>https://www.spreaker.com/episode/e165-vision-pro-use-or-lose-meta-vs-snap-saas-recovery-ai-investing-rolling-real-estate-crisis--75245875</link><description><![CDATA[(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 (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/Jason/status/1755273518416302522" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1755273518416302522</a> <a href="https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales" target="_blank" rel="noreferrer noopener"> https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales</a> <a href="https://twitter.com/Jason/status/1755386651080106166" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1755386651080106166</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx" target="_blank" rel="noreferrer noopener"> https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx</a> <a href="https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income" target="_blank" rel="noreferrer noopener"> https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income</a> <a href="https://www.google.com/finance/quote/SNAP:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href="https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares" target="_blank" rel="noreferrer noopener"> https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares</a> <a href="https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html</a> <a href="https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html</a> <a href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf" target="_blank" rel="noreferrer noopener"> https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf</a> <a href="https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf" target="_blank" rel="noreferrer noopener"> https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf</a> <a href="https://cloudedjudgement.substack.com" target="_blank" rel="noreferrer noopener">https://cloudedjudgement.substack.com</a> <a href="https://twitter.com/chamath/status/1754641005851328553" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1754641005851328553</a> <a href="https://help.openai.com/en/articles/8554397-creating-a-gpt" target="_blank" rel="noreferrer noopener">https://help.openai.com/en/articles/8554397-creating-a-gpt</a> <a href="https://twitter.com/ArtificialAnlys/status/1747264832439734353" target="_blank" rel="noreferrer noopener">https://twitter.com/ArtificialAnlys/status/1747264832439734353</a> <a href="https://blog.research.google/2009/06/speed-matters.html" target="_blank" rel="noreferrer noopener">https://blog.research.google/2009/06/speed-matters.html</a> <a href="https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees</a> <a href="https://artificialanalysis.ai" target="_blank" rel="noreferrer noopener">https://artificialanalysis.ai</a> <a href="https://chamath.substack.com/p/deep-dive-artificial-intelligence" target="_blank" rel="noreferrer noopener">https://chamath.substack.com/p/deep-dive-artificial-intelligence</a> <a href="https://twitter.com/danshipper/status/1751005727215301053" target="_blank" rel="noreferrer noopener">https://twitter.com/danshipper/status/1751005727215301053</a> <a href="https://www.youtube.com/watch?v=7waMPlHugYI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=7waMPlHugYI</a> <a href="https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut</a> <a href="https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people" target="_blank" rel="noreferrer noopener"> https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people</a>]]></description><guid isPermaLink="false">b65aa1ee-edb5-42e3-b25c-0f4646a3498b</guid><pubDate>Fri, 09 Feb 2024 19:42:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245875/allin_e165.mp3" length="127212415" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/ca258344-f767-487c-9182-191b613afc12/ca258344-f767-487c-9182-191b613afc12.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/ca258344-f767-487c-9182-191b613afc12/ca258344-f767-487c-9182-191b613afc12.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/ca258344-f767-487c-9182-191b613afc12/ca258344-f767-487c-9182-191b613afc12.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on...</itunes:subtitle><itunes:summary><![CDATA[(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 (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/Jason/status/1755273518416302522" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1755273518416302522</a> <a href="https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales" target="_blank" rel="noreferrer noopener"> https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales</a> <a href="https://twitter.com/Jason/status/1755386651080106166" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1755386651080106166</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx" target="_blank" rel="noreferrer noopener"> https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx</a> <a href="https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income" target="_blank" rel="noreferrer noopener"> https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income</a> <a href="https://www.google.com/finance/quote/SNAP:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href="https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares" target="_blank" rel="noreferrer noopener"> https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares</a> <a href="https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html</a> <a href="https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html</a> <a href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf" target="_blank" rel="noreferrer noopener"> https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf</a> <a href="https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5301</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack</title><link>https://www.spreaker.com/episode/e164-zuck-s-senate-apology-elon-s-comp-package-voided-crony-capitalism-reddit-ipo-drone-attack--75245842</link><description><![CDATA[(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 reforms (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.vanityfair.com/news/tim-cook-apple-vision-pro" target="_blank" rel="noreferrer noopener">https://www.vanityfair.com/news/tim-cook-apple-vision-pro</a> <a href="https://twitter.com/MKBHD/status/1752706894874202256" target="_blank" rel="noreferrer noopener">https://twitter.com/MKBHD/status/1752706894874202256</a> <a href="https://twitter.com/Box/status/1753085804115861766" target="_blank" rel="noreferrer noopener">https://twitter.com/Box/status/1753085804115861766</a> <a href="https://twitter.com/briantong/status/1752645464204493147" target="_blank" rel="noreferrer noopener">https://twitter.com/briantong/status/1752645464204493147</a> <a href="https://www.meta.com/smart-glasses/shop-all" target="_blank" rel="noreferrer noopener">https://www.meta.com/smart-glasses/shop-all</a> <a href="https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1" target="_blank" rel="noreferrer noopener">https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1</a> <a href="https://twitter.com/CollinRugg/status/1752749485070156025" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1752749485070156025</a> <a href="https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674</a> <a href="https://ultimateclassicrock.com/judas-priest-suicide" target="_blank" rel="noreferrer noopener">https://ultimateclassicrock.com/judas-priest-suicide</a> <a href="https://www.reuters.com/article/idUSKBN1GX0C0" target="_blank" rel="noreferrer noopener">https://www.reuters.com/article/idUSKBN1GX0C0</a> <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href="https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html</a> <a href="https://courts.delaware.gov/Opinions/Download.aspx?id=359340" target="_blank" rel="noreferrer noopener">https://courts.delaware.gov/Opinions/Download.aspx?id=359340</a> <a href="https://www.google.com/finance/quote/GM:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GM:NYSE</a> <a href="https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a</a> <a href="https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay" target="_blank" rel="noreferrer noopener"> https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay</a> <a href="https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html" target="_blank" rel="noreferrer noopener"> https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html</a> <a href="https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo</a> <a href="https://twitter.com/DavidSacks/status/1639459879546150913" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1639459879546150913</a> <a href="https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10</a> <a href="https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480</a> <a href="https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting" target="_blank" rel="noreferrer noopener"> https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting</a> <a href="https://twitter.com/Global_Mil_Info/status/1752786864900108547" target="_blank" rel="noreferrer noopener">https://twitter.com/Global_Mil_Info/status/1752786864900108547</a> <a href="https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404" target="_blank" rel="noreferrer noopener"> https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404</a> <a href="https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones</a> <a href="https://www.saildrone.com" target="_blank" rel="noreferrer noopener">https://www.saildrone.com</a>]]></description><guid isPermaLink="false">d06a8426-e238-42f2-b766-ae77ad99f07c</guid><pubDate>Fri, 02 Feb 2024 19:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245842/allin_e164_2.mp3" length="135113478" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/6615465b-ea52-40fc-b62a-b28296644b7a/6615465b-ea52-40fc-b62a-b28296644b7a.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6615465b-ea52-40fc-b62a-b28296644b7a/6615465b-ea52-40fc-b62a-b28296644b7a.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6615465b-ea52-40fc-b62a-b28296644b7a/6615465b-ea52-40fc-b62a-b28296644b7a.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 reforms (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club...</itunes:subtitle><itunes:summary><![CDATA[(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 reforms (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.vanityfair.com/news/tim-cook-apple-vision-pro" target="_blank" rel="noreferrer noopener">https://www.vanityfair.com/news/tim-cook-apple-vision-pro</a> <a href="https://twitter.com/MKBHD/status/1752706894874202256" target="_blank" rel="noreferrer noopener">https://twitter.com/MKBHD/status/1752706894874202256</a> <a href="https://twitter.com/Box/status/1753085804115861766" target="_blank" rel="noreferrer noopener">https://twitter.com/Box/status/1753085804115861766</a> <a href="https://twitter.com/briantong/status/1752645464204493147" target="_blank" rel="noreferrer noopener">https://twitter.com/briantong/status/1752645464204493147</a> <a href="https://www.meta.com/smart-glasses/shop-all" target="_blank" rel="noreferrer noopener">https://www.meta.com/smart-glasses/shop-all</a> <a href="https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1" target="_blank" rel="noreferrer noopener">https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1</a> <a href="https://twitter.com/CollinRugg/status/1752749485070156025" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1752749485070156025</a> <a href="https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674</a> <a href="https://ultimateclassicrock.com/judas-priest-suicide" target="_blank" rel="noreferrer noopener">https://ultimateclassicrock.com/judas-priest-suicide</a> <a href="https://www.reuters.com/article/idUSKBN1GX0C0" target="_blank" rel="noreferrer noopener">https://www.reuters.com/article/idUSKBN1GX0C0</a> <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href="https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html</a> <a href="https://courts.delaware.gov/Opinions/Download.aspx?id=359340" target="_blank" rel="noreferrer noopener">https://courts.delaware.gov/Opinions/Download.aspx?id=359340</a> <a href="https://www.google.com/finance/quote/GM:NYSE" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5630</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 &amp; more</title><link>https://www.spreaker.com/episode/e163-market-rips-media-rifs-texas-defies-biden-fintech-reckoning-arkstorm-2-0-more--75246004</link><description><![CDATA[(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 Admin on the Southern Border after SCOTUS votes in favor of the federal government (1:04:18) Ethics of publishing non-public financial data (1:13:07) Fintech's reckoning (1:26:27) ARkStorm 2.0 Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://twitter.com/Jason <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow the pod: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> https://linktr.ee/allinpodcast Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html" rel="noopener">https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html</a> https://www.barrons.com/livecoverage/stock-market-today-012524 <a href="https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234" rel="noopener">https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234</a> https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html <a href="https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html" rel="noopener">https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html</a> https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html <a href="https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html" rel="noopener">https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html</a> https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm <a href="https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion" rel="noopener">https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion</a> https://twitter.com/paulkrugman/status/1750529905627128154 <a href="https://fiscaldata.treasury.gov/americas-finance-guide/national-debt" rel="noopener">https://fiscaldata.treasury.gov/americas-finance-guide/national-debt</a> https://twitter.com/RealEJAntoni/status/1750537238578930101 <a href="https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx" rel="noopener">https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx</a> https://fred.stlouisfed.org/series/FEDFUNDS <a href="https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023" rel="noopener">https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023</a> https://twitter.com/maxwelltani/status/1750507633247678531 <a href="https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html" rel="noopener">https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html</a> https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html <a href="https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html" rel="noopener">https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html</a> https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts <a href="https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html" rel="noopener">https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html</a> https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast <a href="https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year" rel="noopener">https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year</a> https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877 <a href="https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy" rel="noopener">https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy</a> https://twitter.com/BillAckman/status/1750537848447533207 <a href="https://trends.google.com/trends/explore?date=today%205-y&amp;geo=US&amp;q=wsj.com" rel="noopener">https://trends.google.com/trends/explore?date=today%205-y&amp;geo=US&amp;q=wsj.com</a>,Businessinsider.com,twitter.com,nyt.com&amp;hl=en <a href="https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians" rel="noopener">https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians</a> https://www.cbp.gov/newsroom/stats/nationwide-encounters <a href="https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad" rel="noopener">https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad</a> https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december <a href="https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande" rel="noopener">https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande</a> https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration <a href="https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf" rel="noopener">https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf</a> https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them <a href="https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html" rel="noopener">https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html</a> ]]></description><guid isPermaLink="false">a42cd3cd-d3b7-4067-843e-75eb5d9db32b</guid><pubDate>Fri, 26 Jan 2024 20:11:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246004/allin_e163.mp3" length="135072020" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/fa728b91-f47e-4d32-bc3e-354c18f843b5/fa728b91-f47e-4d32-bc3e-354c18f843b5.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/fa728b91-f47e-4d32-bc3e-354c18f843b5/fa728b91-f47e-4d32-bc3e-354c18f843b5.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/fa728b91-f47e-4d32-bc3e-354c18f843b5/fa728b91-f47e-4d32-bc3e-354c18f843b5.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 Admin on the Southern Border after SCOTUS votes in favor of the federal government (1:04:18) Ethics of...</itunes:subtitle><itunes:summary><![CDATA[(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 Admin on the Southern Border after SCOTUS votes in favor of the federal government (1:04:18) Ethics of publishing non-public financial data (1:13:07) Fintech's reckoning (1:26:27) ARkStorm 2.0 Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://twitter.com/Jason <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow the pod: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> https://linktr.ee/allinpodcast Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html" rel="noopener">https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html</a> https://www.barrons.com/livecoverage/stock-market-today-012524 <a href="https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234" rel="noopener">https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234</a> https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html <a href="https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html" rel="noopener">https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html</a> https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html <a href="https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html" rel="noopener">https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html</a> https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm <a href="https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion" rel="noopener">https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion</a> https://twitter.com/paulkrugman/status/1750529905627128154 <a href="https://fiscaldata.treasury.gov/americas-finance-guide/national-debt" rel="noopener">https://fiscaldata.treasury.gov/americas-finance-guide/national-debt</a> https://twitter.com/RealEJAntoni/status/1750537238578930101 <a href="https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx" rel="noopener">https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx</a> https://fred.stlouisfed.org/series/FEDFUNDS <a href="https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023" rel="noopener">https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023</a> https://twitter.com/maxwelltani/status/1750507633247678531 <a href="https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html" rel="noopener">https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html</a> https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html <a href="https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html" rel="noopener">https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html</a> https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts <a...]]></itunes:summary><itunes:duration>5628</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics &amp; more</title><link>https://www.spreaker.com/episode/e162-live-from-davos-milei-goes-viral-adam-neumann-s-headwinds-streaming-s-broken-model-microplastics-more--75245824</link><description><![CDATA[(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) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing familiar challenges at his new startup, Flow (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology (1:00:47) Streaming at a crossroads: is the business model broken? (1:20:51) Science Corner: New study on microplastics in water bottles (1:32:42) All-In Poker Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/dschlopesisback/status/1747025441825640681" target="_blank" rel="noreferrer noopener">https://twitter.com/dschlopesisback/status/1747025441825640681</a> <a href="https://twitter.com/davidsacks/status/1747724966941139276" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1747724966941139276</a> <a href="https://twitter.com/andrewrsorkin/status/1746723727574794537" target="_blank" rel="noreferrer noopener">https://twitter.com/andrewrsorkin/status/1746723727574794537</a> <a href="https://twitter.com/Jason/status/1746951952578298264" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1746951952578298264</a> <a href="https://twitter.com/aphysicist/status/1747868626948907325" target="_blank" rel="noreferrer noopener">https://twitter.com/aphysicist/status/1747868626948907325</a> <a href="https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina" target="_blank" rel="noreferrer noopener"> https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina</a> <a href="https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100" target="_blank" rel="noreferrer noopener"> https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100</a> <a href="https://www.opensecrets.org/federal-lobbying/top-spenders" target="_blank" rel="noreferrer noopener">https://www.opensecrets.org/federal-lobbying/top-spenders</a> <a href="https://www.youtube.com/watch?v=wXMO0bhPhCw" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=wXMO0bhPhCw</a> <a href="https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen" target="_blank" rel="noreferrer noopener"> https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen</a> <a href="https://www.google.com/finance/quote/TDG:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TDG:NYSE</a> <a href="https://stacksonmain.com/gallery" target="_blank" rel="noreferrer noopener">https://stacksonmain.com/gallery</a> <a href="https://www.societylasolas.com/photogallery" target="_blank" rel="noreferrer noopener">https://www.societylasolas.com/photogallery</a> <a href="https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville" target="_blank" rel="noreferrer noopener"> https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville</a> <a href="https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble" target="_blank" rel="noreferrer noopener"> https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble</a> <a href="https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records" target="_blank" rel="noreferrer noopener"> https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records</a> <a href="https://www.businessofapps.com/data/disney-plus-statistics" target="_blank" rel="noreferrer noopener">https://www.businessofapps.com/data/disney-plus-statistics</a> <a href="https://www.businessofapps.com/data/netflix-statistics" target="_blank" rel="noreferrer noopener">https://www.businessofapps.com/data/netflix-statistics</a> <a href="https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html</a> <a href="https://www.manscaped.com/products/crop-preserver-manscaping" target="_blank" rel="noreferrer noopener">https://www.manscaped.com/products/crop-preserver-manscaping</a> <a href="https://www.pnas.org/doi/10.1073/pnas.2300582121" target="_blank" rel="noreferrer noopener">https://www.pnas.org/doi/10.1073/pnas.2300582121</a> <a href="https://www.xometry.com/resources/materials/polyethylene" target="_blank" rel="noreferrer noopener">https://www.xometry.com/resources/materials/polyethylene</a> <a href="https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx" target="_blank" rel="noreferrer noopener">https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx</a> <a href="https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11</a> <a href="https://www.pbs.org/wgbh/frontline/documentary/plastic-wars" target="_blank" rel="noreferrer noopener">https://www.pbs.org/wgbh/frontline/documentary/plastic-wars</a>]]></description><guid isPermaLink="false">93076472-4c54-42c7-b1fb-ea2ab7cc3e12</guid><pubDate>Fri, 19 Jan 2024 21:56:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245824/allin_e162.mp3" length="141818315" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/dda02a7f-c684-46fe-9d19-28fc28d5e8a1/dda02a7f-c684-46fe-9d19-28fc28d5e8a1.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/dda02a7f-c684-46fe-9d19-28fc28d5e8a1/dda02a7f-c684-46fe-9d19-28fc28d5e8a1.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/dda02a7f-c684-46fe-9d19-28fc28d5e8a1/dda02a7f-c684-46fe-9d19-28fc28d5e8a1.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing...</itunes:subtitle><itunes:summary><![CDATA[(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) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing familiar challenges at his new startup, Flow (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology (1:00:47) Streaming at a crossroads: is the business model broken? (1:20:51) Science Corner: New study on microplastics in water bottles (1:32:42) All-In Poker Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/dschlopesisback/status/1747025441825640681" target="_blank" rel="noreferrer noopener">https://twitter.com/dschlopesisback/status/1747025441825640681</a> <a href="https://twitter.com/davidsacks/status/1747724966941139276" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1747724966941139276</a> <a href="https://twitter.com/andrewrsorkin/status/1746723727574794537" target="_blank" rel="noreferrer noopener">https://twitter.com/andrewrsorkin/status/1746723727574794537</a> <a href="https://twitter.com/Jason/status/1746951952578298264" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1746951952578298264</a> <a href="https://twitter.com/aphysicist/status/1747868626948907325" target="_blank" rel="noreferrer noopener">https://twitter.com/aphysicist/status/1747868626948907325</a> <a href="https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina" target="_blank" rel="noreferrer noopener"> https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina</a> <a href="https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100" target="_blank" rel="noreferrer noopener"> https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100</a> <a href="https://www.opensecrets.org/federal-lobbying/top-spenders" target="_blank" rel="noreferrer noopener">https://www.opensecrets.org/federal-lobbying/top-spenders</a> <a href="https://www.youtube.com/watch?v=wXMO0bhPhCw" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=wXMO0bhPhCw</a> <a href="https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen" target="_blank" rel="noreferrer noopener"> https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen</a> <a href="https://www.google.com/finance/quote/TDG:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TDG:NYSE</a> <a href="https://stacksonmain.com/gallery" target="_blank" rel="noreferrer noopener">https://stacksonmain.com/gallery</a> <a href="https://www.societylasolas.com/photogallery" target="_blank"...]]></itunes:summary><itunes:duration>5909</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI</title><link>https://www.spreaker.com/episode/e161-us-strikes-houthis-market-instability-q1-rate-cuts-in-doubt-carta-s-major-mishap-dei--75245887</link><description><![CDATA[(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 CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>   Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a>   Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>   Referenced in the show: <a href="https://twitter.com/SpeakerJohnson/status/1745642200866738254" target="_blank" rel="noreferrer noopener">https://twitter.com/SpeakerJohnson/status/1745642200866738254</a> <a href="https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12</a> <a href="https://twitter.com/DavidSacks/status/1745723423396118593" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1745723423396118593</a> <a href="https://twitter.com/DavidSacks/status/1745604701654298826" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1745604701654298826</a> <a href="https://www.imdb.com/title/tt0120885" target="_blank" rel="noreferrer noopener">https://www.imdb.com/title/tt0120885</a> <a href="https://twitter.com/Jason/status/1745514413782917262" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1745514413782917262</a> <a href="https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html</a> <a href="https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization" target="_blank" rel="noreferrer noopener"> https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization</a> <a href="https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut</a> <a href="https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12</a> <a href="https://layoffs.fyi" target="_blank" rel="noreferrer noopener">https://layoffs.fyi</a> <a href="https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&amp;s=mcsstus1&amp;f=m" target="_blank" rel="noreferrer noopener"> https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&amp;s=mcsstus1&amp;f=m</a> <a href="https://twitter.com/karrisaarinen/status/1743398553500971331" target="_blank" rel="noreferrer noopener">https://twitter.com/karrisaarinen/status/1743398553500971331</a> <a href="https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277" target="_blank" rel="noreferrer noopener"> https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277</a> <a href="https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080" target="_blank" rel="noreferrer noopener"> https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080</a> <a href="https://twitter.com/chamath/status/1744414462986375440" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1744414462986375440</a> <a href="https://twitter.com/coffeewithone/status/1744488896766042277" target="_blank" rel="noreferrer noopener">https://twitter.com/coffeewithone/status/1744488896766042277</a> <a href="https://twitter.com/chamath/status/1745542094696145103" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1745542094696145103</a> <a href="https://once.com" target="_blank" rel="noreferrer noopener">https://once.com</a> <a href="https://twitter.com/jasonlk/status/1745552662572208473" target="_blank" rel="noreferrer noopener">https://twitter.com/jasonlk/status/1745552662572208473</a> <a href="https://twitter.com/MattWalshBlog/status/1742583950944432607" target="_blank" rel="noreferrer noopener">https://twitter.com/MattWalshBlog/status/1742583950944432607</a> <a href="https://www.oscars.org/awards/representation-and-inclusion-standards" target="_blank" rel="noreferrer noopener"> https://www.oscars.org/awards/representation-and-inclusion-standards</a> <a href="https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting" target="_blank" rel="noreferrer noopener"> https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting</a> <a href="https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html</a> <a href="https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html" target="_blank" rel="noreferrer noopener"> https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html</a> <a href="https://www.nytimes.com/2022/04/23/business/pilots-diversity.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/04/23/business/pilots-diversity.html</a> <a href="https://twitter.com/Jason/status/1735164131806986441" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1735164131806986441</a> <a href="https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million" target="_blank" rel="noreferrer noopener"> https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million</a> <a href="https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy</a>]]></description><guid isPermaLink="false">e5669cd9-a24d-429e-9340-55824707258c</guid><pubDate>Sat, 13 Jan 2024 22:39:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245887/allin_e161.mp3" length="142050741" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ba04175-1780-4b77-be4f-f9436f05645d/9ba04175-1780-4b77-be4f-f9436f05645d.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ba04175-1780-4b77-be4f-f9436f05645d/9ba04175-1780-4b77-be4f-f9436f05645d.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ba04175-1780-4b77-be4f-f9436f05645d/9ba04175-1780-4b77-be4f-f9436f05645d.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS...</itunes:subtitle><itunes:summary><![CDATA[(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 CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>   Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a>   Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>   Referenced in the show: <a href="https://twitter.com/SpeakerJohnson/status/1745642200866738254" target="_blank" rel="noreferrer noopener">https://twitter.com/SpeakerJohnson/status/1745642200866738254</a> <a href="https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12</a> <a href="https://twitter.com/DavidSacks/status/1745723423396118593" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1745723423396118593</a> <a href="https://twitter.com/DavidSacks/status/1745604701654298826" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1745604701654298826</a> <a href="https://www.imdb.com/title/tt0120885" target="_blank" rel="noreferrer noopener">https://www.imdb.com/title/tt0120885</a> <a href="https://twitter.com/Jason/status/1745514413782917262" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1745514413782917262</a> <a href="https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html</a> <a href="https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization" target="_blank" rel="noreferrer noopener"> https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization</a> <a href="https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut</a> <a href="https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12</a> <a href="https://layoffs.fyi" target="_blank" rel="noreferrer noopener">https://layoffs.fyi</a> <a href="https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&amp;s=mcsstus1&amp;f=m" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5919</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E160: 2024 Predictions! Markets, tech, politics, and more</title><link>https://www.spreaker.com/episode/e160-2024-predictions-markets-tech-politics-and-more--75245863</link><description><![CDATA[(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 Winner (32:08) 2024's Biggest Business Loser (37:31) 2024's Biggest Business Deal (41:15) 2024's Most Contrarian Belief (51:18) 2024's Best-Performing Asset (56:46) 2024's Worst-Performing Asset (1:06:14) 2024's Most Anticipated Trend (1:12:28) 2024's Most Anticipated Media (1:22:28) Emotional condition heading into 2024 Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill" target="_blank" rel="noreferrer noopener">https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill</a> <a href="https://news.gallup.com/poll/512135/support-third-political-party.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/512135/support-third-political-party.aspx</a> <a href="https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a</a> <a href="https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</a> <a href="https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan" target="_blank" rel="noreferrer noopener"> https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan</a> <a href="https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06</a> <a href="https://www.facebook.com/watch/?v=853724306532726" target="_blank" rel="noreferrer noopener">https://www.facebook.com/watch/?v=853724306532726</a> <a href="https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624</a> <a href="https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future" target="_blank" rel="noreferrer noopener"> https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future</a> <a href="https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved" target="_blank" rel="noreferrer noopener"> https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved</a> <a href="https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415" target="_blank" rel="noreferrer noopener"> https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415</a> <a href="https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high</a> <a href="https://www.anduril.com/roadrunner" target="_blank" rel="noreferrer noopener">https://www.anduril.com/roadrunner</a> <a href="https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480</a> <a href="https://twitter.com/CeciliaZin/status/1740109465918328844" target="_blank" rel="noreferrer noopener">https://twitter.com/CeciliaZin/status/1740109465918328844</a> <a href="https://www.nytimes.com/2023/09/06/business/china-car-exports.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/09/06/business/china-car-exports.html</a> <a href="https://img.caixin.com//2023-04-14/168147450347265.jpg" target="_blank" rel="noreferrer noopener">https://img.caixin.com//2023-04-14/168147450347265.jpg</a> <a href="https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html</a> <a href="https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm</a> <a href="https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one" target="_blank" rel="noreferrer noopener"> https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one</a> <a href="https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria" target="_blank" rel="noreferrer noopener"> https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria</a> <a href="https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea</a> <a href="https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211</a> <a href="https://www.google.com/finance/quote/URA:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/URA:NYSEARCA</a> <a href="https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran" target="_blank" rel="noreferrer noopener"> https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran</a> <a href="https://www.imdb.com/title/tt9218128" target="_blank" rel="noreferrer noopener">https://www.imdb.com/title/tt9218128</a> <a href="https://www.imdb.com/title/tt13016388" target="_blank" rel="noreferrer noopener">https://www.imdb.com/title/tt13016388</a> <a href="https://www.imdb.com/title/tt11198330" target="_blank" rel="noreferrer noopener">https://www.imdb.com/title/tt11198330</a> <a href="https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266</a>]]></description><guid isPermaLink="false">088a246a-9761-4dcc-b4e3-e65fe0f2a737</guid><pubDate>Sat, 06 Jan 2024 05:48:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245863/allin_e160.mp3" length="126658681" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/e141fb6f-0c01-4a23-b7b5-432553408e42/e141fb6f-0c01-4a23-b7b5-432553408e42.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e141fb6f-0c01-4a23-b7b5-432553408e42/e141fb6f-0c01-4a23-b7b5-432553408e42.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e141fb6f-0c01-4a23-b7b5-432553408e42/e141fb6f-0c01-4a23-b7b5-432553408e42.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 Winner (32:08) 2024's Biggest Business Loser (37:31) 2024's Biggest Business Deal (41:15) 2024's Most...</itunes:subtitle><itunes:summary><![CDATA[(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 Winner (32:08) 2024's Biggest Business Loser (37:31) 2024's Biggest Business Deal (41:15) 2024's Most Contrarian Belief (51:18) 2024's Best-Performing Asset (56:46) 2024's Worst-Performing Asset (1:06:14) 2024's Most Anticipated Trend (1:12:28) 2024's Most Anticipated Media (1:22:28) Emotional condition heading into 2024 Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill" target="_blank" rel="noreferrer noopener">https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill</a> <a href="https://news.gallup.com/poll/512135/support-third-political-party.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/512135/support-third-political-party.aspx</a> <a href="https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a</a> <a href="https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</a> <a href="https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan" target="_blank" rel="noreferrer noopener"> https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan</a> <a href="https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06</a> <a href="https://www.facebook.com/watch/?v=853724306532726" target="_blank" rel="noreferrer noopener">https://www.facebook.com/watch/?v=853724306532726</a> <a href="https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624</a> <a href="https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future" target="_blank" rel="noreferrer noopener"> https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future</a> <a href="https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved" target="_blank" rel="noreferrer noopener"> https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved</a> <a...]]></itunes:summary><itunes:duration>5278</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E159: The Bestie Awards! Recapping the best and worst of 2023</title><link>https://www.spreaker.com/episode/e159-the-bestie-awards-recapping-the-best-and-worst-of-2023--75246034</link><description><![CDATA[(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Business Loser (30:32) Biggest Business Surprise (35:57) Best Science Breakthrough (40:30) Biggest Flash in the Pan (42:34) Best CEO (44:53) Best Investor (47:07) Best Turnaround (50:04) Worst Company (54:21) Best Meme (56:53) Best New Tech (59:57) Best Trend (1:02:12) Worst Trend (1:07:42) Favorite Media (1:12:40) The Rudy Giuliani Award for Self-Immolation (1:17:02) Final Thoughts Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://twitter.com/Jason <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow the pod: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> https://linktr.ee/allinpodcast Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://time.com/person-of-the-year-2022-volodymyr-zelensky" rel="noopener">https://time.com/person-of-the-year-2022-volodymyr-zelensky</a> https://time.com/6329188/ukraine-volodymyr-zelensky-interview <a href="https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us" rel="noopener">https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us</a> https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll <a href="https://news.gallup.com/poll/512135/support-third-political-party.aspx" rel="noopener">https://news.gallup.com/poll/512135/support-third-political-party.aspx</a> https://twitter.com/joosteninvestor/status/1737207130111819896 <a href="https://www.google.com/finance/quote/MSFT:NASDAQ" rel="noopener">https://www.google.com/finance/quote/MSFT:NASDAQ</a> https://www.google.com/finance/quote/UBER:NYSE <a href="https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995" rel="noopener">https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995</a> https://www.google.com/finance/quote/META:NASDAQ <a href="https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html" rel="noopener">https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html</a> https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83 <a href="https://twitter.com/NASA/status/173682682876386142" rel="noopener">https://twitter.com/NASA/status/173682682876386142</a> https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3 <a href="https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface" rel="noopener">https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface</a> https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531 <a href="https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647" rel="noopener">https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647</a> https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" rel="noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html <a href="https://www.google.com/finance/quote/NVO:NYSE" rel="noopener">https://www.google.com/finance/quote/NVO:NYSE</a> https://coinmarketcap.com/currencies/solana <a href="https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d" rel="noopener">https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d</a> https://twitter.com/RebelNewsOnline/status/1615770518606561282 <a href="https://www.reuters.com/article/idUSKBN28H0C7" rel="noopener">https://www.reuters.com/article/idUSKBN28H0C7</a> https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit <a href="https://twitter.com/thedailyfriday_/status/1686406249317830656" rel="noopener">https://twitter.com/thedailyfriday_/status/1686406249317830656</a> https://twitter.com/WatcherGuru/status/1730250975578038522/video/1 <a href="https://twitter.com/huavancuong1507/status/1737474510868058489" rel="noopener">https://twitter.com/huavancuong1507/status/1737474510868058489</a> https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions <a href="https://twitter.com/exjon/status/1348090383079641091" rel="noopener">https://twitter.com/exjon/status/1348090383079641091</a> https://twitter.com/benswann_/status/1737547395766858206 <a href="https://twitter.com/chamath/status/1737238320235831546" rel="noopener">https://twitter.com/chamath/status/1737238320235831546</a> https://www.imdb.com/title/tt21152040 <a href="https://www.imdb.com/title/tt26230388" rel="noopener">https://www.imdb.com/title/tt26230388</a> https://www.youtube.com/@TheDuran <a href="https://www.youtube.com/" rel="noopener">https://www.youtube.com/</a>@judgingfreedom <a href="https://www.youtube.com/" rel="noopener">https://www.youtube.com/</a>@DanielDavisDeepDive <a href="https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797" rel="noopener">https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797</a> https://www.youtube.com/@Thebobbialthoff <a href="https://www.youtube.com/" rel="noopener">https://www.youtube.com/</a>@ziwe <a href="https://goop.com/the-goop-podcast" rel="noopener">https://goop.com/the-goop-podcast</a> https://www.patreon.com/RedScare <a href="https://cafe.com/cafe-insider-feed" rel="noopener">https://cafe.com/cafe-insider-feed</a>]]></description><guid isPermaLink="false">7faade9f-cf27-4c64-9ec1-aa87d9b85d69</guid><pubDate>Fri, 29 Dec 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246034/allin_e159.mp3" length="119266097" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/41f80632-9916-4131-a28d-2955295dca6b/41f80632-9916-4131-a28d-2955295dca6b.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/41f80632-9916-4131-a28d-2955295dca6b/41f80632-9916-4131-a28d-2955295dca6b.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/41f80632-9916-4131-a28d-2955295dca6b/41f80632-9916-4131-a28d-2955295dca6b.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Business Loser (30:32) Biggest Business Surprise...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Business Loser (30:32) Biggest Business Surprise (35:57) Best Science Breakthrough (40:30) Biggest Flash in the Pan (42:34) Best CEO (44:53) Best Investor (47:07) Best Turnaround (50:04) Worst Company (54:21) Best Meme (56:53) Best New Tech (59:57) Best Trend (1:02:12) Worst Trend (1:07:42) Favorite Media (1:12:40) The Rudy Giuliani Award for Self-Immolation (1:17:02) Final Thoughts Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://twitter.com/Jason <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow the pod: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> https://linktr.ee/allinpodcast Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://time.com/person-of-the-year-2022-volodymyr-zelensky" rel="noopener">https://time.com/person-of-the-year-2022-volodymyr-zelensky</a> https://time.com/6329188/ukraine-volodymyr-zelensky-interview <a href="https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us" rel="noopener">https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us</a> https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll <a href="https://news.gallup.com/poll/512135/support-third-political-party.aspx" rel="noopener">https://news.gallup.com/poll/512135/support-third-political-party.aspx</a> https://twitter.com/joosteninvestor/status/1737207130111819896 <a href="https://www.google.com/finance/quote/MSFT:NASDAQ" rel="noopener">https://www.google.com/finance/quote/MSFT:NASDAQ</a> https://www.google.com/finance/quote/UBER:NYSE <a href="https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995" rel="noopener">https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995</a> https://www.google.com/finance/quote/META:NASDAQ <a href="https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html" rel="noopener">https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html</a> https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83 <a href="https://twitter.com/NASA/status/173682682876386142" rel="noopener">https://twitter.com/NASA/status/173682682876386142</a> https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3 <a href="https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface" rel="noopener">https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface</a> https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531 <a href="https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647" rel="noopener">https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647</a> https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" rel="noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html <a...]]></itunes:summary><itunes:duration>4970</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked</title><link>https://www.spreaker.com/episode/e158-global-trade-disrupted-adobe-figma-canceled-realtors-sued-trump-blocked--75246038</link><description><![CDATA[(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 the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen (35:55) Major M&amp;A deals called off, downstream impacts of a hawkish regulatory environment (54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages (1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US (1:31:58) Colorado bans Trump from primary ballots Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Ryan: <a href="https://twitter.com/typesfast" target="_blank" rel="noreferrer noopener">https://twitter.com/typesfast</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.flexport.com" target="_blank" rel="noreferrer noopener">https://www.flexport.com</a> <a href="https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867" target="_blank" rel="noreferrer noopener"> https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867</a> <a href="https://www.figma.com/blog/figma-adobe-abandon-proposed-merger" target="_blank" rel="noreferrer noopener">https://www.figma.com/blog/figma-adobe-abandon-proposed-merger</a> <a href="https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17</a> <a href="https://www.google.com/finance/quote/ADBE:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ADBE:NASDAQ</a> <a href="https://www.saasgrid.com" target="_blank" rel="noreferrer noopener">https://www.saasgrid.com</a> <a href="https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions" target="_blank" rel="noreferrer noopener"> https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions</a> <a href="https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa</a> <a href="https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV" target="_blank" rel="noreferrer noopener"> https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV</a> <a href="https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo" target="_blank" rel="noreferrer noopener"> https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo</a> <a href="https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2</a> <a href="https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html</a> <a href="https://cafe.com/cafe-insider-feed" target="_blank" rel="noreferrer noopener">https://cafe.com/cafe-insider-feed</a> <a href="https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast" target="_blank" rel="noreferrer noopener"> https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast</a>]]></description><guid isPermaLink="false">ecc1db79-192a-4d1a-8b30-714e63d7df6f</guid><pubDate>Sat, 23 Dec 2023 02:26:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246038/allin_e158.mp3" length="154576699" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/f518dd02-7214-4ed5-924d-58a06d94e531/f518dd02-7214-4ed5-924d-58a06d94e531.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/f518dd02-7214-4ed5-924d-58a06d94e531/f518dd02-7214-4ed5-924d-58a06d94e531.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/f518dd02-7214-4ed5-924d-58a06d94e531/f518dd02-7214-4ed5-924d-58a06d94e531.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares...</itunes:subtitle><itunes:summary><![CDATA[(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 the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen (35:55) Major M&amp;A deals called off, downstream impacts of a hawkish regulatory environment (54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages (1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US (1:31:58) Colorado bans Trump from primary ballots Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Ryan: <a href="https://twitter.com/typesfast" target="_blank" rel="noreferrer noopener">https://twitter.com/typesfast</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.flexport.com" target="_blank" rel="noreferrer noopener">https://www.flexport.com</a> <a href="https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867" target="_blank" rel="noreferrer noopener"> https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867</a> <a href="https://www.figma.com/blog/figma-adobe-abandon-proposed-merger" target="_blank" rel="noreferrer noopener">https://www.figma.com/blog/figma-adobe-abandon-proposed-merger</a> <a href="https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17</a> <a href="https://www.google.com/finance/quote/ADBE:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ADBE:NASDAQ</a> <a href="https://www.saasgrid.com" target="_blank" rel="noreferrer noopener">https://www.saasgrid.com</a> <a href="https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions" target="_blank" rel="noreferrer noopener"> https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions</a> <a href="https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa</a> <a href="https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV" target="_blank" rel="noreferrer noopener"> https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV</a> <a href="https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo" target="_blank"...]]></itunes:summary><itunes:duration>6441</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated &amp; more</title><link>https://www.spreaker.com/episode/e157-epic-legal-win-openai-licensing-deals-fcc-targets-elon-alex-jones-reinstated-more--75245964</link><description><![CDATA[(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 store duopoly? (23:21) OpenAI inks deal with Axel Springer (35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders (58:25) Alex Jones reinstated on X (1:22:59) Sacks receives an unlikely apology (1:27:32) Besties take two questions from the audience Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play</a> <a href="https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap</a> <a href="https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987</a> <a href="https://support.google.com/googleplay/android-developer/answer/112622" target="_blank" rel="noreferrer noopener"> https://support.google.com/googleplay/android-developer/answer/112622</a> <a href="https://twitter.com/openai/status/1734940445824937993" target="_blank" rel="noreferrer noopener">https://twitter.com/openai/status/1734940445824937993</a> <a href="https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories" target="_blank" rel="noreferrer noopener"> https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories</a> <a href="https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal</a> <a href="https://fairuse.stanford.edu/overview/fair-use/four-factors" target="_blank" rel="noreferrer noopener">https://fairuse.stanford.edu/overview/fair-use/four-factors</a> <a href="https://twitter.com/Jason/status/1730035957850833023" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1730035957850833023</a> <a href="https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected</a> <a href="https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf" target="_blank" rel="noreferrer noopener">https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf</a> <a href="https://twitter.com/HansMahncke/status/1735003655697244308" target="_blank" rel="noreferrer noopener">https://twitter.com/HansMahncke/status/1735003655697244308</a> <a href="https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html</a> <a href="https://twitter.com/BrendanCarrFCC/status/1734780816599703983" target="_blank" rel="noreferrer noopener">https://twitter.com/BrendanCarrFCC/status/1734780816599703983</a> <a href="https://twitter.com/elonmusk/status/1733529033575465381" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1733529033575465381</a> <a href="https://twitter.com/DrJBhattacharya/status/1602052936921939968" target="_blank" rel="noreferrer noopener">https://twitter.com/DrJBhattacharya/status/1602052936921939968</a> <a href="https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f" target="_blank" rel="noreferrer noopener"> https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f</a> <a href="https://twitter.com/TheChiefNerd/status/1733496554701365582" target="_blank" rel="noreferrer noopener">https://twitter.com/TheChiefNerd/status/1733496554701365582</a> <a href="https://twitter.com/Mark60480727/status/1735335623207038994" target="_blank" rel="noreferrer noopener">https://twitter.com/Mark60480727/status/1735335623207038994</a> <a href="https://twitter.com/Jason/status/1735164131806986441" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1735164131806986441</a> <a href="https://twitter.com/MomCooksFS/status/1735341157800915278" target="_blank" rel="noreferrer noopener">https://twitter.com/MomCooksFS/status/1735341157800915278</a>]]></description><guid isPermaLink="false">e440d598-2966-4c94-99a8-865722a693d0</guid><pubDate>Sat, 16 Dec 2023 00:37:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245964/allin_e157.mp3" length="143173149" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/52274259-a8b5-4498-8281-87a34face2f2/52274259-a8b5-4498-8281-87a34face2f2.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/52274259-a8b5-4498-8281-87a34face2f2/52274259-a8b5-4498-8281-87a34face2f2.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/52274259-a8b5-4498-8281-87a34face2f2/52274259-a8b5-4498-8281-87a34face2f2.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 store duopoly? (23:21) OpenAI inks deal with Axel Springer (35:02) FCC cancels Starlink subsidy,...</itunes:subtitle><itunes:summary><![CDATA[(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 store duopoly? (23:21) OpenAI inks deal with Axel Springer (35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders (58:25) Alex Jones reinstated on X (1:22:59) Sacks receives an unlikely apology (1:27:32) Besties take two questions from the audience Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play</a> <a href="https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap</a> <a href="https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987</a> <a href="https://support.google.com/googleplay/android-developer/answer/112622" target="_blank" rel="noreferrer noopener"> https://support.google.com/googleplay/android-developer/answer/112622</a> <a href="https://twitter.com/openai/status/1734940445824937993" target="_blank" rel="noreferrer noopener">https://twitter.com/openai/status/1734940445824937993</a> <a href="https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories" target="_blank" rel="noreferrer noopener"> https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories</a> <a href="https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal</a> <a href="https://fairuse.stanford.edu/overview/fair-use/four-factors" target="_blank" rel="noreferrer noopener">https://fairuse.stanford.edu/overview/fair-use/four-factors</a> <a href="https://twitter.com/Jason/status/1730035957850833023" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1730035957850833023</a> <a href="https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected</a> <a href="https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf" target="_blank" rel="noreferrer noopener">https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf</a> <a href="https://twitter.com/HansMahncke/status/1735003655697244308"...]]></itunes:summary><itunes:duration>5966</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update</title><link>https://www.spreaker.com/episode/e156-ivy-league-antisemitism-macro-saas-recovery-gemini-figma-deal-delay-big-friedberg-update--75245845</link><description><![CDATA[(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, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech (1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more (1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Tucker: <a href="https://twitter.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://twitter.com/TuckerCarlson</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://rankings.thefire.org/rank" target="_blank" rel="noreferrer noopener">https://rankings.thefire.org/rank</a> <a href="https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47</a> <a href="https://academic.oup.com/poq/article-abstract/82/1/135/4868126" target="_blank" rel="noreferrer noopener">https://academic.oup.com/poq/article-abstract/82/1/135/4868126</a> <a href="https://fred.stlouisfed.org/series/CCLACBW027SBOG" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CCLACBW027SBOG</a> <a href="https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html</a> <a href="https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d</a> <a href="https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping</a> <a href="https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html</a> <a href="https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html</a> <a href="https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec" target="_blank" rel="noreferrer noopener">https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec</a> <a href="https://twitter.com/KobeissiLetter/status/1730607188341624851" target="_blank" rel="noreferrer noopener">https://twitter.com/KobeissiLetter/status/1730607188341624851</a> <a href="https://twitter.com/chamath/status/1718016818118553622" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1718016818118553622</a> <a href="https://www.saastr.com/carta-startup-shutdowns-are-up-237" target="_blank" rel="noreferrer noopener">https://www.saastr.com/carta-startup-shutdowns-are-up-237</a> <a href="https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises</a> <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr" target="_blank" rel="noreferrer noopener"> https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr</a> <a href="https://twitter.com/friedberg/status/1732217863975641389" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1732217863975641389</a> <a href="https://ohalogenetics.com" target="_blank" rel="noreferrer noopener">https://ohalogenetics.com</a> <a href="https://www.youtube.com/watch?v=K4pX1VAxaAI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=K4pX1VAxaAI</a> <a href="https://www.youtube.com/watch?v=v5tRc_5-8G4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=v5tRc_5-8G4</a> <a href="https://blog.google/technology/ai/google-gemini-ai" target="_blank" rel="noreferrer noopener">https://blog.google/technology/ai/google-gemini-ai</a> <a href="https://twitter.com/chamath/status/1732482646419403077" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1732482646419403077</a> <a href="https://www.figma.com/templates" target="_blank" rel="noreferrer noopener">https://www.figma.com/templates</a> <a href="https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf" target="_blank" rel="noreferrer noopener"> https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf</a>]]></description><guid isPermaLink="false">80b3d7be-e86d-4303-899f-a240da948d68</guid><pubDate>Fri, 08 Dec 2023 00:11:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245845/allin_e156.mp3" length="133162694" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/07ebc7ca-e872-4f90-aed5-48ee550afab7/07ebc7ca-e872-4f90-aed5-48ee550afab7.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/07ebc7ca-e872-4f90-aed5-48ee550afab7/07ebc7ca-e872-4f90-aed5-48ee550afab7.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/07ebc7ca-e872-4f90-aed5-48ee550afab7/07ebc7ca-e872-4f90-aed5-48ee550afab7.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great...</itunes:subtitle><itunes:summary><![CDATA[(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, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech (1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more (1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Tucker: <a href="https://twitter.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://twitter.com/TuckerCarlson</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://rankings.thefire.org/rank" target="_blank" rel="noreferrer noopener">https://rankings.thefire.org/rank</a> <a href="https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47</a> <a href="https://academic.oup.com/poq/article-abstract/82/1/135/4868126" target="_blank" rel="noreferrer noopener">https://academic.oup.com/poq/article-abstract/82/1/135/4868126</a> <a href="https://fred.stlouisfed.org/series/CCLACBW027SBOG" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CCLACBW027SBOG</a> <a href="https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html</a> <a href="https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d</a> <a href="https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping</a> <a href="https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html</a> <a href="https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html</a> <a href="https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec" target="_blank" rel="noreferrer noopener">https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec</a> <a href="https://twitter.com/KobeissiLetter/status/1730607188341624851" target="_blank" rel="noreferrer noopener">https://twitter.com/KobeissiLetter/status/1730607188341624851</a> <a href="https://twitter.com/chamath/status/1718016818118553622" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5549</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E155: In conversation with Tucker Carlson, plus OpenAI chaos explained</title><link>https://www.spreaker.com/episode/e155-in-conversation-with-tucker-carlson-plus-openai-chaos-explained--75246002</link><description><![CDATA[(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 of rediscovering national alignment (30:53) Why prosperity begets self-destruction, climate change, immigration (59:48) Thoughts on the current political landscape and presidential candidates (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit (1:33:56) Post-interview debrief (1:41:49) Understanding the chaos at OpenAI Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Tucker: <a href="https://twitter.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://twitter.com/TuckerCarlson</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: Tucker Carlson segment links: <a href="https://twitter.com/talkrealopinion/status/1728139279019188257" target="_blank" rel="noreferrer noopener">https://twitter.com/talkrealopinion/status/1728139279019188257</a> <a href="https://twitter.com/greg_price11/status/1729991837958414573" target="_blank" rel="noreferrer noopener">https://twitter.com/greg_price11/status/1729991837958414573</a> <a href="https://twitter.com/hansmahncke/status/1730019598064390597" target="_blank" rel="noreferrer noopener">https://twitter.com/hansmahncke/status/1730019598064390597</a> OpenAI segment links: <a href="https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board" target="_blank" rel="noreferrer noopener"> https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board</a> <a href="https://twitter.com/btaylor/status/1730030765482938521" target="_blank" rel="noreferrer noopener">https://twitter.com/btaylor/status/1730030765482938521</a> <a href="https://twitter.com/chamath/status/1726351777581449627" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1726351777581449627</a> <a href="https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22</a> <a href="https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11</a> <a href="http://paulgraham.com/fundraising.html" target="_blank" rel="noreferrer noopener">http://paulgraham.com/fundraising.html</a> <a href="https://openai.com/our-structure" target="_blank" rel="noreferrer noopener">https://openai.com/our-structure</a>]]></description><guid isPermaLink="false">1ed382e6-c819-465e-9446-50ab14f24d36</guid><pubDate>Fri, 01 Dec 2023 17:13:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246002/allin_e155_1.mp3" length="185953725" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/f3f96957-51a9-4571-867b-0a9ea3a55d12/f3f96957-51a9-4571-867b-0a9ea3a55d12.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/f3f96957-51a9-4571-867b-0a9ea3a55d12/f3f96957-51a9-4571-867b-0a9ea3a55d12.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/f3f96957-51a9-4571-867b-0a9ea3a55d12/f3f96957-51a9-4571-867b-0a9ea3a55d12.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 of rediscovering national alignment (30:53) Why prosperity begets self-destruction, climate change,...</itunes:subtitle><itunes:summary><![CDATA[(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 of rediscovering national alignment (30:53) Why prosperity begets self-destruction, climate change, immigration (59:48) Thoughts on the current political landscape and presidential candidates (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit (1:33:56) Post-interview debrief (1:41:49) Understanding the chaos at OpenAI Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Tucker: <a href="https://twitter.com/TuckerCarlson" target="_blank" rel="noreferrer noopener">https://twitter.com/TuckerCarlson</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: Tucker Carlson segment links: <a href="https://twitter.com/talkrealopinion/status/1728139279019188257" target="_blank" rel="noreferrer noopener">https://twitter.com/talkrealopinion/status/1728139279019188257</a> <a href="https://twitter.com/greg_price11/status/1729991837958414573" target="_blank" rel="noreferrer noopener">https://twitter.com/greg_price11/status/1729991837958414573</a> <a href="https://twitter.com/hansmahncke/status/1730019598064390597" target="_blank" rel="noreferrer noopener">https://twitter.com/hansmahncke/status/1730019598064390597</a> OpenAI segment links: <a href="https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board" target="_blank" rel="noreferrer noopener"> https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board</a> <a href="https://twitter.com/btaylor/status/1730030765482938521" target="_blank" rel="noreferrer noopener">https://twitter.com/btaylor/status/1730030765482938521</a> <a href="https://twitter.com/chamath/status/1726351777581449627" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1726351777581449627</a> <a href="https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22</a> <a href="https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11</a> <a href="http://paulgraham.com/fundraising.html" target="_blank" rel="noreferrer noopener">http://paulgraham.com/fundraising.html</a> <a href="https://openai.com/our-structure" target="_blank" rel="noreferrer noopener">https://openai.com/our-structure</a>]]></itunes:summary><itunes:duration>7748</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit &amp; more</title><link>https://www.spreaker.com/episode/e154-presidential-candidate-dean-phillips-in-conversation-with-the-besties-xi-s-sf-visit-more--75246104</link><description><![CDATA[(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground (1:19:30) Post-interview debrief (1:29:12) Xi and Biden meet in San Francisco, Newsom up next? (1:45:00) Science Corner!: DeepMind's new weather forecasting model Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/TalentiGelato/status/487275228952014848" target="_blank" rel="noreferrer noopener">https://twitter.com/TalentiGelato/status/487275228952014848</a> <a href="https://www.pinterest.com/pin/491244271857449720" target="_blank" rel="noreferrer noopener">https://www.pinterest.com/pin/491244271857449720</a> <a href="https://designreplace.com/dean-phillips-us-congress" target="_blank" rel="noreferrer noopener">https://designreplace.com/dean-phillips-us-congress</a> <a href="https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine" target="_blank" rel="noreferrer noopener"> https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine</a> <a href="https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php" target="_blank" rel="noreferrer noopener"> https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php</a> <a href="https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments</a> <a href="https://twitter.com/chamath/status/1718016818118553622" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1718016818118553622</a> <a href="https://twitter.com/disclosetv/status/1724093441519341573" target="_blank" rel="noreferrer noopener">https://twitter.com/disclosetv/status/1724093441519341573</a> <a href="https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php" target="_blank" rel="noreferrer noopener"> https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php</a> <a href="https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting" target="_blank" rel="noreferrer noopener"> https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting</a>]]></description><guid isPermaLink="false">b02095da-48ec-4c3e-93bc-f09bf566e45e</guid><pubDate>Fri, 17 Nov 2023 08:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246104/allin_e154.mp3" length="167495163" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/1c9dc63f-725e-480b-bfc0-827ad91a5a02/1c9dc63f-725e-480b-bfc0-827ad91a5a02.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/1c9dc63f-725e-480b-bfc0-827ad91a5a02/1c9dc63f-725e-480b-bfc0-827ad91a5a02.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/1c9dc63f-725e-480b-bfc0-827ad91a5a02/1c9dc63f-725e-480b-bfc0-827ad91a5a02.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground (1:19:30) Post-interview debrief (1:29:12) Xi and Biden meet in San Francisco, Newsom up next? (1:45:00) Science Corner!: DeepMind's new weather forecasting model Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/TalentiGelato/status/487275228952014848" target="_blank" rel="noreferrer noopener">https://twitter.com/TalentiGelato/status/487275228952014848</a> <a href="https://www.pinterest.com/pin/491244271857449720" target="_blank" rel="noreferrer noopener">https://www.pinterest.com/pin/491244271857449720</a> <a href="https://designreplace.com/dean-phillips-us-congress" target="_blank" rel="noreferrer noopener">https://designreplace.com/dean-phillips-us-congress</a> <a href="https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine" target="_blank" rel="noreferrer noopener"> https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine</a> <a href="https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php" target="_blank" rel="noreferrer noopener"> https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php</a> <a href="https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments</a> <a href="https://twitter.com/chamath/status/1718016818118553622" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1718016818118553622</a> <a href="https://twitter.com/disclosetv/status/1724093441519341573" target="_blank" rel="noreferrer noopener">https://twitter.com/disclosetv/status/1724093441519341573</a> <a href="https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php" target="_blank" rel="noreferrer noopener"> https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php</a> <a href="https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting" target="_blank" rel="noreferrer noopener"> https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting</a>]]></itunes:summary><itunes:duration>6979</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI</title><link>https://www.spreaker.com/episode/e153-in-conversation-with-jared-kushner-israel-hamas-war-paths-forward-macro-picture-ai--75245978</link><description><![CDATA[(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 Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East (38:55) Failed solutions, Israel's response, paths to stability (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting (1:15:36) Improving macro picture, potential impact on 2024 election cycle (1:28:03) Russia-Ukraine (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Jared: <a href="https://twitter.com/jaredkushner" target="_blank" rel="noreferrer noopener">https://twitter.com/jaredkushner</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1722342698110304752" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1722342698110304752</a> <a href="https://twitter.com/DavidSacks/status/1722288226235498511" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1722288226235498511</a> <a href="https://www.youtube.com/watch?v=In1MYEc0-10" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=In1MYEc0-10</a> <a href="https://fred.stlouisfed.org/series/WM2NS" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/WM2NS</a> <a href="https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL</a> <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> <a href="https://fred.stlouisfed.org/series/MMMFFAQ027S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/MMMFFAQ027S</a> <a href="https://www.google.com/finance/quote/ADYEY:OTCMKTS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ADYEY:OTCMKTS</a> <a href="https://www.google.com/finance/quote/DASH:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DASH:NASDAQ</a> <a href="https://www.google.com/finance/quote/DDOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DDOG:NASDAQ</a> <a href="https://twitter.com/sundeep/status/1722635065983897910" target="_blank" rel="noreferrer noopener">https://twitter.com/sundeep/status/1722635065983897910</a> <a href="https://twitter.com/elonmusk/status/1721029443160772875" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1721029443160772875</a> <a href="https://twitter.com/kaifulee/status/1721321096727994590" target="_blank" rel="noreferrer noopener">https://twitter.com/kaifulee/status/1721321096727994590</a> <a href="https://openai.com/blog/introducing-gpts" target="_blank" rel="noreferrer noopener">https://openai.com/blog/introducing-gpts</a> <a href="https://openai.com/blog/new-models-and-developer-products-announced-at-devday" target="_blank" rel="noreferrer noopener"> https://openai.com/blog/new-models-and-developer-products-announced-at-devday</a> <a href="https://twitter.com/chamath/status/1721234497482670438" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1721234497482670438</a>]]></description><guid isPermaLink="false">4c0634a3-2fcc-432a-b204-d056234785cd</guid><pubDate>Sat, 11 Nov 2023 01:02:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245978/allin_e153.mp3" length="158852784" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/438a30ec-53a8-4a12-a233-e88320634520/438a30ec-53a8-4a12-a233-e88320634520.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/438a30ec-53a8-4a12-a233-e88320634520/438a30ec-53a8-4a12-a233-e88320634520.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/438a30ec-53a8-4a12-a233-e88320634520/438a30ec-53a8-4a12-a233-e88320634520.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world,...</itunes:subtitle><itunes:summary><![CDATA[(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 Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East (38:55) Failed solutions, Israel's response, paths to stability (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting (1:15:36) Improving macro picture, potential impact on 2024 election cycle (1:28:03) Russia-Ukraine (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Jared: <a href="https://twitter.com/jaredkushner" target="_blank" rel="noreferrer noopener">https://twitter.com/jaredkushner</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1722342698110304752" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1722342698110304752</a> <a href="https://twitter.com/DavidSacks/status/1722288226235498511" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1722288226235498511</a> <a href="https://www.youtube.com/watch?v=In1MYEc0-10" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=In1MYEc0-10</a> <a href="https://fred.stlouisfed.org/series/WM2NS" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/WM2NS</a> <a href="https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL</a> <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> <a href="https://fred.stlouisfed.org/series/MMMFFAQ027S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/MMMFFAQ027S</a> <a href="https://www.google.com/finance/quote/ADYEY:OTCMKTS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ADYEY:OTCMKTS</a> <a href="https://www.google.com/finance/quote/DASH:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DASH:NASDAQ</a> <a href="https://www.google.com/finance/quote/DDOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/DDOG:NASDAQ</a> <a href="https://twitter.com/sundeep/status/1722635065983897910" target="_blank" rel="noreferrer noopener">https://twitter.com/sundeep/status/1722635065983897910</a> <a href="https://twitter.com/elonmusk/status/1721029443160772875" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1721029443160772875</a> <a href="https://twitter.com/kaifulee/status/1721321096727994590" target="_blank" rel="noreferrer noopener">https://twitter.com/kaifulee/status/1721321096727994590</a> <a...]]></itunes:summary><itunes:duration>6619</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" &amp; more</title><link>https://www.spreaker.com/episode/e152-real-estate-chaos-wework-bankruptcy-biden-regulates-ai-ukraine-s-cronkite-moment-more--75245825</link><description><![CDATA[(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 a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy (1:08:07) Silicon Valley's shift right Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/chamath/status/1718722437217685810" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1718722437217685810</a> <a href="https://twitter.com/ShaanVP/status/1719461817699733831" target="_blank" rel="noreferrer noopener">https://twitter.com/ShaanVP/status/1719461817699733831</a> <a href="https://twitter.com/chamath/status/1719887650688282786" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1719887650688282786</a> <a href="https://sacks.substack.com" target="_blank" rel="noreferrer noopener">https://sacks.substack.com</a> <a href="https://responsiblestatecraft.org/zelensky-war-time-magazine" target="_blank" rel="noreferrer noopener">https://responsiblestatecraft.org/zelensky-war-time-magazine</a> <a href="https://twitter.com/davidsacks/status/1719815317000733153" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1719815317000733153</a> <a href="https://time.com/6329188/ukraine-volodymyr-zelensky-interview" target="_blank" rel="noreferrer noopener">https://time.com/6329188/ukraine-volodymyr-zelensky-interview</a> <a href="https://time.com/person-of-the-year-2022-volodymyr-zelensky" target="_blank" rel="noreferrer noopener">https://time.com/person-of-the-year-2022-volodymyr-zelensky</a> <a href="https://twitter.com/RothCRE/status/1719833548780195882" target="_blank" rel="noreferrer noopener">https://twitter.com/RothCRE/status/1719833548780195882</a> <a href="https://twitter.com/real_bill_gross/status/1720094066183139359" target="_blank" rel="noreferrer noopener">https://twitter.com/real_bill_gross/status/1720094066183139359</a> <a href="https://twitter.com/real_bill_gross/status/1719010907806904452" target="_blank" rel="noreferrer noopener">https://twitter.com/real_bill_gross/status/1719010907806904452</a> <a href="https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use</a> <a href="https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco" target="_blank" rel="noreferrer noopener"> https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco</a> <a href="https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5</a> <a href="https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf" target="_blank" rel="noreferrer noopener"> https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf</a> <a href="https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence</a> <a href="https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order" target="_blank" rel="noreferrer noopener"> https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order</a> <a href="https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115" target="_blank" rel="noreferrer noopener"> https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115</a> <a href="https://ai.meta.com/llama" target="_blank" rel="noreferrer noopener">https://ai.meta.com/llama</a> <a href="https://chamath.substack.com/p/the-case-for-big-action-to-regulate" target="_blank" rel="noreferrer noopener"> https://chamath.substack.com/p/the-case-for-big-action-to-regulate</a> <a href="https://twitter.com/ImMeme0/status/1713413678765126062" target="_blank" rel="noreferrer noopener">https://twitter.com/ImMeme0/status/1713413678765126062</a> <a href="https://twitter.com/elonmusk/status/1259638112688304129" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1259638112688304129</a> <a href="https://twitter.com/chamath/status/1720112859198419191" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1720112859198419191</a>]]></description><guid isPermaLink="false">c447334a-1bbe-4f7e-aa46-be3cd54d2f51</guid><pubDate>Fri, 03 Nov 2023 08:33:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245825/allin_e152.mp3" length="127621940" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/7664bff9-ed85-4d21-ae5c-852e57122f1a/7664bff9-ed85-4d21-ae5c-852e57122f1a.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/7664bff9-ed85-4d21-ae5c-852e57122f1a/7664bff9-ed85-4d21-ae5c-852e57122f1a.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/7664bff9-ed85-4d21-ae5c-852e57122f1a/7664bff9-ed85-4d21-ae5c-852e57122f1a.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE...</itunes:subtitle><itunes:summary><![CDATA[(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 a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy (1:08:07) Silicon Valley's shift right Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/chamath/status/1718722437217685810" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1718722437217685810</a> <a href="https://twitter.com/ShaanVP/status/1719461817699733831" target="_blank" rel="noreferrer noopener">https://twitter.com/ShaanVP/status/1719461817699733831</a> <a href="https://twitter.com/chamath/status/1719887650688282786" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1719887650688282786</a> <a href="https://sacks.substack.com" target="_blank" rel="noreferrer noopener">https://sacks.substack.com</a> <a href="https://responsiblestatecraft.org/zelensky-war-time-magazine" target="_blank" rel="noreferrer noopener">https://responsiblestatecraft.org/zelensky-war-time-magazine</a> <a href="https://twitter.com/davidsacks/status/1719815317000733153" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1719815317000733153</a> <a href="https://time.com/6329188/ukraine-volodymyr-zelensky-interview" target="_blank" rel="noreferrer noopener">https://time.com/6329188/ukraine-volodymyr-zelensky-interview</a> <a href="https://time.com/person-of-the-year-2022-volodymyr-zelensky" target="_blank" rel="noreferrer noopener">https://time.com/person-of-the-year-2022-volodymyr-zelensky</a> <a href="https://twitter.com/RothCRE/status/1719833548780195882" target="_blank" rel="noreferrer noopener">https://twitter.com/RothCRE/status/1719833548780195882</a> <a href="https://twitter.com/real_bill_gross/status/1720094066183139359" target="_blank" rel="noreferrer noopener">https://twitter.com/real_bill_gross/status/1720094066183139359</a> <a href="https://twitter.com/real_bill_gross/status/1719010907806904452" target="_blank" rel="noreferrer noopener">https://twitter.com/real_bill_gross/status/1719010907806904452</a> <a href="https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use</a> <a...]]></itunes:summary><itunes:duration>5318</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker &amp; more</title><link>https://www.spreaker.com/episode/e151-ww3-risk-war-with-iran-4-9-gdp-startup-failures-growing-new-speaker-more--75246113</link><description><![CDATA[(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 (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi accident update (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities (1:24:47) Jason reflects on his time in the Middle East (1:31:09) New House Speaker and Trump case update Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html</a> <a href="https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html</a> <a href="https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/" target="_blank" rel="noreferrer noopener"> https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/</a> <a href="https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html</a> <a href="https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a> <a href="https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military</a> <a href="https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110</a> <a href="https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9</a> <a href="https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6</a> <a href="https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a</a> <a href="https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a> <a href="https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4</a> <a href="https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204</a> <a href="https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html</a> <a href="https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time" target="_blank" rel="noreferrer noopener"> https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time</a> <a href="https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat" target="_blank" rel="noreferrer noopener">https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat</a> <a href="https://twitter.com/DavidSacks/status/1717049864180379761" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1717049864180379761</a> <a href="https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html</a> <a href="https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza" target="_blank" rel="noreferrer noopener"> https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza</a> <a href="https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf" target="_blank" rel="noreferrer noopener">https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf</a> <a href="https://twitter.com/DavidSacks/status/1716608344264470868" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1716608344264470868</a> <a href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png" target="_blank" rel="noreferrer noopener"> https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png</a> <a href="https://www.google.com/finance/quote/CART:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/CART:NASDAQ</a> <a href="https://www.google.com/finance/quote/KVYO:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/KVYO:NYSE</a> <a href="https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17</a> <a href="https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california</a> <a href="https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident" target="_blank" rel="noreferrer noopener"> https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident</a> <a href="https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619" target="_blank" rel="noreferrer noopener"> https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619</a> <a href="https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624</a> <a href="https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html</a> <a href="https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html" target="_blank" rel="noreferrer noopener"> https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html</a> <a href="https://thosenerdygirls.org/can-farts-spread-covid" target="_blank" rel="noreferrer noopener">https://thosenerdygirls.org/can-farts-spread-covid</a>]]></description><guid isPermaLink="false">e289a1a6-a91d-4cd0-b9cc-68eaa52df307</guid><pubDate>Fri, 27 Oct 2023 19:48:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246113/allin_e151.mp3" length="149292774" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/55f93b33-5b75-4237-9174-d97446759a64/55f93b33-5b75-4237-9174-d97446759a64.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/55f93b33-5b75-4237-9174-d97446759a64/55f93b33-5b75-4237-9174-d97446759a64.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/55f93b33-5b75-4237-9174-d97446759a64/55f93b33-5b75-4237-9174-d97446759a64.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged...</itunes:subtitle><itunes:summary><![CDATA[(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 (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi accident update (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities (1:24:47) Jason reflects on his time in the Middle East (1:31:09) New House Speaker and Trump case update Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html</a> <a href="https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html</a> <a href="https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/" target="_blank" rel="noreferrer noopener"> https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/</a> <a href="https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html</a> <a href="https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a> <a href="https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military</a> <a href="https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110</a> <a href="https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9</a> <a href="https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6</a> <a href="https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6221</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle</title><link>https://www.spreaker.com/episode/e150-israel-gaza-escalating-or-not-eu-censorship-regime-penn-donors-revolt-glp-1-hype-cycle--75246006</link><description><![CDATA[(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past (42:56) Harvard and Penn megadonors cut ties (50:43) The EU's DSA: consumer protection or censorship regime? (1:06:05) GLP-1: the second biggest hype cycle of 2023 Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/robbystarbuck/status/1714629327134834975" target="_blank" rel="noreferrer noopener">https://twitter.com/robbystarbuck/status/1714629327134834975</a> <a href="https://twitter.com/EndWokeness/status/1714416589724864790" target="_blank" rel="noreferrer noopener">https://twitter.com/EndWokeness/status/1714416589724864790</a> <a href="https://twitter.com/CollinRugg/status/1714432578852438392" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1714432578852438392</a> <a href="https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza</a> <a href="https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election" target="_blank" rel="noreferrer noopener"> https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election</a> <a href="https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound" target="_blank" rel="noreferrer noopener"> https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound</a> <a href="https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey" target="_blank" rel="noreferrer noopener"> https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey</a> <a href="https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925</a> <a href="https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank" target="_blank" rel="noreferrer noopener"> https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank</a> <a href="https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p</a> <a href="https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines" target="_blank" rel="noreferrer noopener"> https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines</a> <a href="https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html</a> <a href="https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html</a> <a href="https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html</a> <a href="https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival" target="_blank" rel="noreferrer noopener"> https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival</a> <a href="https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival" target="_blank" rel="noreferrer noopener"> https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival</a> <a href="https://rankings.thefire.org/rank" target="_blank" rel="noreferrer noopener">https://rankings.thefire.org/rank</a> <a href="https://twitter.com/samaberman/status/1713687680280641596" target="_blank" rel="noreferrer noopener">https://twitter.com/samaberman/status/1713687680280641596</a> <a href="https://twitter.com/ThierryBreton/status/1714637297939788107" target="_blank" rel="noreferrer noopener">https://twitter.com/ThierryBreton/status/1714637297939788107</a> <a href="https://www.theverge.com/23845672/eu-digital-services-act-explained" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/23845672/eu-digital-services-act-explained</a> <a href="https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126" target="_blank" rel="noreferrer noopener"> https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126</a> <a href="https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24</a> <a href="https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348" target="_blank" rel="noreferrer noopener"> https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348</a> <a href="https://www.google.com/finance/quote/NVO:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVO:NYSE</a> <a href="https://twitter.com/calleymeans/status/1714863716968308931" target="_blank" rel="noreferrer noopener">https://twitter.com/calleymeans/status/1714863716968308931</a>]]></description><guid isPermaLink="false">d53e732f-2301-4612-95a8-03b0d5bb3926</guid><pubDate>Fri, 20 Oct 2023 07:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246006/allin_e150.mp3" length="126757977" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/91dbcedf-a433-4669-a755-335dc5037b30/91dbcedf-a433-4669-a755-335dc5037b30.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/91dbcedf-a433-4669-a755-335dc5037b30/91dbcedf-a433-4669-a755-335dc5037b30.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/91dbcedf-a433-4669-a755-335dc5037b30/91dbcedf-a433-4669-a755-335dc5037b30.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past (42:56) Harvard and Penn megadonors cut ties (50:43) The EU's DSA: consumer protection or censorship regime? (1:06:05) GLP-1: the second biggest hype cycle of 2023 Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/robbystarbuck/status/1714629327134834975" target="_blank" rel="noreferrer noopener">https://twitter.com/robbystarbuck/status/1714629327134834975</a> <a href="https://twitter.com/EndWokeness/status/1714416589724864790" target="_blank" rel="noreferrer noopener">https://twitter.com/EndWokeness/status/1714416589724864790</a> <a href="https://twitter.com/CollinRugg/status/1714432578852438392" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1714432578852438392</a> <a href="https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza</a> <a href="https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election" target="_blank" rel="noreferrer noopener"> https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election</a> <a href="https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound" target="_blank" rel="noreferrer noopener"> https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound</a> <a href="https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey" target="_blank" rel="noreferrer noopener"> https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey</a> <a href="https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925</a> <a href="https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank" target="_blank" rel="noreferrer noopener"> https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank</a> <a href="https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p</a> <a href="https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5282</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E149: Hamas terror attacks in Israel: fallout, reaction, next steps</title><link>https://www.spreaker.com/episode/e149-hamas-terror-attacks-in-israel-fallout-reaction-next-steps--75245999</link><description><![CDATA[(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's wins, Kushner's competence, path to a two-state solution (28:51) Letter from Harvard student organizations: understanding the reaction and fallout (46:53) The Biden Admin's next steps, electing excellence in leadership Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1711544829828862144" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1711544829828862144</a> <a href="https://twitter.com/chamath/status/1711501410712654162" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1711501410712654162</a> <a href="https://twitter.com/GenFlynn/status/1711156580828295246" target="_blank" rel="noreferrer noopener">https://twitter.com/GenFlynn/status/1711156580828295246</a> <a href="https://twitter.com/lexfridman/status/1712170815637061914" target="_blank" rel="noreferrer noopener">https://twitter.com/lexfridman/status/1712170815637061914</a> <a href="https://www.youtube.com/watch?v=co_MeKSnyAo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=co_MeKSnyAo</a> <a href="https://twitter.com/LHSummers/status/1711421307227607255" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1711421307227607255</a> <a href="https://www.harvard.edu/president/news/2023/war-in-the-middle-east" target="_blank" rel="noreferrer noopener"> https://www.harvard.edu/president/news/2023/war-in-the-middle-east</a> <a href="https://twitter.com/LHSummers/status/1711761982469107955" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1711761982469107955</a> <a href="https://twitter.com/BillAckman/status/1711788747086233661" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1711788747086233661</a> <a href="https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563</a> <a href="https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html</a> <a href="https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a> <a href="https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html</a>]]></description><guid isPermaLink="false">86ca5943-dc36-4c27-91aa-4c3d8895c91e</guid><pubDate>Fri, 13 Oct 2023 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245999/allin_e149.mp3" length="94752692" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/fc3c3cfc-5bdb-44fb-9d18-1ba89f8cc086/fc3c3cfc-5bdb-44fb-9d18-1ba89f8cc086.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/fc3c3cfc-5bdb-44fb-9d18-1ba89f8cc086/fc3c3cfc-5bdb-44fb-9d18-1ba89f8cc086.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/fc3c3cfc-5bdb-44fb-9d18-1ba89f8cc086/fc3c3cfc-5bdb-44fb-9d18-1ba89f8cc086.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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's wins, Kushner's competence, path to a two-state solution (28:51) Letter from Harvard student...</itunes:subtitle><itunes:summary><![CDATA[(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's wins, Kushner's competence, path to a two-state solution (28:51) Letter from Harvard student organizations: understanding the reaction and fallout (46:53) The Biden Admin's next steps, electing excellence in leadership Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1711544829828862144" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1711544829828862144</a> <a href="https://twitter.com/chamath/status/1711501410712654162" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1711501410712654162</a> <a href="https://twitter.com/GenFlynn/status/1711156580828295246" target="_blank" rel="noreferrer noopener">https://twitter.com/GenFlynn/status/1711156580828295246</a> <a href="https://twitter.com/lexfridman/status/1712170815637061914" target="_blank" rel="noreferrer noopener">https://twitter.com/lexfridman/status/1712170815637061914</a> <a href="https://www.youtube.com/watch?v=co_MeKSnyAo" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=co_MeKSnyAo</a> <a href="https://twitter.com/LHSummers/status/1711421307227607255" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1711421307227607255</a> <a href="https://www.harvard.edu/president/news/2023/war-in-the-middle-east" target="_blank" rel="noreferrer noopener"> https://www.harvard.edu/president/news/2023/war-in-the-middle-east</a> <a href="https://twitter.com/LHSummers/status/1711761982469107955" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1711761982469107955</a> <a href="https://twitter.com/BillAckman/status/1711788747086233661" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1711788747086233661</a> <a href="https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563</a> <a href="https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html</a> <a href="https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a> <a href="https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html</a>]]></itunes:summary><itunes:duration>3948</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" &amp; more</title><link>https://www.spreaker.com/episode/e148-mccarthy-ousted-border-chaos-cruise-s-robotaxi-accident-more--75246017</link><description><![CDATA[(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem (25:20) US Southern Border: Understanding the situation based on data (44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West (1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555</a> <a href="https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker</a> <a href="https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d</a> <a href="https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference</a> <a href="https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house</a> <a href="https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time" target="_blank" rel="noreferrer noopener"> https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time</a> <a href="https://twitter.com/zerohedge/status/1709321746673786896" target="_blank" rel="noreferrer noopener">https://twitter.com/zerohedge/status/1709321746673786896</a> <a href="https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz</a> <a href="https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719</a> <a href="https://twitter.com/CollinRugg/status/1709728378339705099" target="_blank" rel="noreferrer noopener">https://twitter.com/CollinRugg/status/1709728378339705099</a> <a href="https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters" target="_blank" rel="noreferrer noopener"> https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters</a> <a href="https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city" target="_blank" rel="noreferrer noopener"> https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city</a> <a href="https://twitter.com/CBSNews/status/1556727876757737474" target="_blank" rel="noreferrer noopener">https://twitter.com/CBSNews/status/1556727876757737474</a> <a href="https://youtu.be/-09DzvdLaEw" target="_blank" rel="noreferrer noopener">https://youtu.be/-09DzvdLaEw</a> <a href="https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254</a> <a href="https://www.nytimes.com/article/nyc-migrant-crisis-explained.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/article/nyc-migrant-crisis-explained.html</a> <a href="https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border</a> <a href="https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995</a> <a href="https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517</a> <a href="https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden" target="_blank" rel="noreferrer noopener"> https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden</a> <a href="https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden</a> <a href="https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html</a> <a href="https://public-inspection.federalregister.gov/2023-22176.pdf" target="_blank" rel="noreferrer noopener">https://public-inspection.federalregister.gov/2023-22176.pdf</a> <a href="https://www.nextgenborder.com" target="_blank" rel="noreferrer noopener">https://www.nextgenborder.com</a> <a href="https://www.anduril.com/hardware/sentry" target="_blank" rel="noreferrer noopener">https://www.anduril.com/hardware/sentry</a> <a href="https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report</a> <a href="https://www.wsj.com/articles/SB994028904620983237" target="_blank" rel="noreferrer noopener">https://www.wsj.com/articles/SB994028904620983237</a> <a href="https://twitter.com/Cruise/status/1709114532042576305" target="_blank" rel="noreferrer noopener">https://twitter.com/Cruise/status/1709114532042576305</a> <a href="https://twitter.com/usENTchannel/status/1707035020098142404" target="_blank" rel="noreferrer noopener">https://twitter.com/usENTchannel/status/1707035020098142404</a> <a href="https://www.valuepenguin.com/car-accident-statistics" target="_blank" rel="noreferrer noopener">https://www.valuepenguin.com/car-accident-statistics</a> <a href="https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html" target="_blank" rel="noreferrer noopener"> https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html</a> <a href="https://www.jsx.com" target="_blank" rel="noreferrer noopener">https://www.jsx.com</a> <a href="https://www.united.com" target="_blank" rel="noreferrer noopener">https://www.united.com</a> <a href="https://twitter.com/PopBase/status/1708164333451289062" target="_blank" rel="noreferrer noopener">https://twitter.com/PopBase/status/1708164333451289062</a> <a href="https://twitter.com/latest_gg/status/1709948932489445478" target="_blank" rel="noreferrer noopener">https://twitter.com/latest_gg/status/1709948932489445478</a> <a href="https://twitter.com/SBJ/status/1677419552991244289" target="_blank" rel="noreferrer noopener">https://twitter.com/SBJ/status/1677419552991244289</a> <a href="https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669</a> <a href="https://keep-jsx-flying.webflow.io" target="_blank" rel="noreferrer noopener">https://keep-jsx-flying.webflow.io</a> <a href="https://www.votervoice.net/JSXAir/Campaigns/107888/Respond" target="_blank" rel="noreferrer noopener">https://www.votervoice.net/JSXAir/Campaigns/107888/Respond</a>]]></description><guid isPermaLink="false">0eaadd07-a0b5-46c7-9056-1839bdbd52a7</guid><pubDate>Sat, 07 Oct 2023 03:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246017/allin_e148.mp3" length="113415273" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/6d9ddeb0-6aec-43b1-affc-a7bb2ea54922/6d9ddeb0-6aec-43b1-affc-a7bb2ea54922.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6d9ddeb0-6aec-43b1-affc-a7bb2ea54922/6d9ddeb0-6aec-43b1-affc-a7bb2ea54922.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6d9ddeb0-6aec-43b1-affc-a7bb2ea54922/6d9ddeb0-6aec-43b1-affc-a7bb2ea54922.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem (25:20) US Southern Border: Understanding...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem (25:20) US Southern Border: Understanding the situation based on data (44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West (1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555</a> <a href="https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker</a> <a href="https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d</a> <a href="https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference</a> <a href="https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house</a> <a href="https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time" target="_blank" rel="noreferrer noopener"> https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time</a> <a href="https://twitter.com/zerohedge/status/1709321746673786896" target="_blank" rel="noreferrer noopener">https://twitter.com/zerohedge/status/1709321746673786896</a> <a href="https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz</a> <a href="https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719</a> <a href="https://twitter.com/CollinRugg/status/1709728378339705099" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4726</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?</title><link>https://www.spreaker.com/episode/e147-ted-goes-woke-canada-s-nazi-blunder-ai-adds-vision-plus-who-owns-openai--75246060</link><description><![CDATA[(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 of race when enacting policies, reaction to Coleman's talk, institutional takeovers (44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi (1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI (1:12:39) The next evolution of AI: multimodal and consumer hardware Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Coleman: <a href="https://twitter.com/coldxman" target="_blank" rel="noreferrer noopener">https://twitter.com/coldxman</a> <a href="https://www.youtube.com/@ColemanHughesOfficial" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@ColemanHughesOfficial</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=QxB3b7fxMEA" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=QxB3b7fxMEA</a> <a href="https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness" target="_blank" rel="noreferrer noopener"> https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness</a> <a href="https://twitter.com/waitbutwhy/status/1691502563571408896" target="_blank" rel="noreferrer noopener">https://twitter.com/waitbutwhy/status/1691502563571408896</a> <a href="https://twitter.com/chamath/status/1707051830667338170" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1707051830667338170</a> <a href="https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html</a> <a href="https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414</a> <a href="https://twitter.com/TEDchris/status/1706792437098676224" target="_blank" rel="noreferrer noopener">https://twitter.com/TEDchris/status/1706792437098676224</a> <a href="https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919</a> <a href="https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880</a> <a href="https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138</a> <a href="https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26</a> <a href="https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b</a> <a href="https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he" target="_blank" rel="noreferrer noopener"> https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he</a> <a href="https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector" target="_blank" rel="noreferrer noopener"> https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector</a> <a href="https://www.jpost.com/diaspora/antisemitism/article-738940" target="_blank" rel="noreferrer noopener">https://www.jpost.com/diaspora/antisemitism/article-738940</a> <a href="https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine</a> <a href="https://www.bbc.com/news/world-europe-26079957" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/world-europe-26079957</a> <a href="https://en.wikipedia.org/wiki/Azov_Brigade" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Azov_Brigade</a> <a href="https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine" target="_blank" rel="noreferrer noopener"> https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine</a> <a href="https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY</a> <a href="https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946</a> <a href="https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html</a> <a href="https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7</a> <a href="https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0</a> <a href="https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search</a> <a href="https://twitter.com/petergyang/status/1707169696049668472" target="_blank" rel="noreferrer noopener">https://twitter.com/petergyang/status/1707169696049668472</a> <a href="https://blog.google/products/bard/google-bard-new-features-update-sept-2023" target="_blank" rel="noreferrer noopener"> https://blog.google/products/bard/google-bard-new-features-update-sept-2023</a> <a href="https://twitter.com/karpathy/status/1707437820045062561" target="_blank" rel="noreferrer noopener">https://twitter.com/karpathy/status/1707437820045062561</a> <a href="https://arxiv.org/pdf/2307.07162.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2307.07162.pdf</a> <a href="https://www.imdb.com/title/tt6849786" target="_blank" rel="noreferrer noopener">https://www.imdb.com/title/tt6849786</a> <a href="https://www.imdb.com/title/tt1798709" target="_blank" rel="noreferrer noopener">https://www.imdb.com/title/tt1798709</a> <a href="https://reflect.app" target="_blank" rel="noreferrer noopener">https://reflect.app</a> <a href="https://oldcomputers.net/sony-magic-link.html" target="_blank" rel="noreferrer noopener">https://oldcomputers.net/sony-magic-link.html</a>]]></description><guid isPermaLink="false">383330bd-7d05-40bb-863e-54a074211de5</guid><pubDate>Fri, 29 Sep 2023 19:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246060/allin_e147_1.mp3" length="126863659" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/e80c7138-2b25-4323-a33c-0c015e218fb0/e80c7138-2b25-4323-a33c-0c015e218fb0.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e80c7138-2b25-4323-a33c-0c015e218fb0/e80c7138-2b25-4323-a33c-0c015e218fb0.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e80c7138-2b25-4323-a33c-0c015e218fb0/e80c7138-2b25-4323-a33c-0c015e218fb0.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 of race when enacting policies, reaction to Coleman's talk, institutional takeovers (44:01) "When...</itunes:subtitle><itunes:summary><![CDATA[(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 of race when enacting policies, reaction to Coleman's talk, institutional takeovers (44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi (1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI (1:12:39) The next evolution of AI: multimodal and consumer hardware Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Coleman: <a href="https://twitter.com/coldxman" target="_blank" rel="noreferrer noopener">https://twitter.com/coldxman</a> <a href="https://www.youtube.com/@ColemanHughesOfficial" target="_blank" rel="noreferrer noopener">https://www.youtube.com/@ColemanHughesOfficial</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=QxB3b7fxMEA" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=QxB3b7fxMEA</a> <a href="https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness" target="_blank" rel="noreferrer noopener"> https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness</a> <a href="https://twitter.com/waitbutwhy/status/1691502563571408896" target="_blank" rel="noreferrer noopener">https://twitter.com/waitbutwhy/status/1691502563571408896</a> <a href="https://twitter.com/chamath/status/1707051830667338170" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1707051830667338170</a> <a href="https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html</a> <a href="https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414</a> <a href="https://twitter.com/TEDchris/status/1706792437098676224" target="_blank" rel="noreferrer noopener">https://twitter.com/TEDchris/status/1706792437098676224</a> <a href="https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919</a> <a href="https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880</a> <a href="https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138</a> <a href="https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5286</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E146: Did the Fed break the VC model? Plus IPOs, M&amp;A, revaluing unicorns &amp; more</title><link>https://www.spreaker.com/episode/e146-did-the-fed-break-the-vc-model-plus-ipos-m-a-revaluing-unicorns-more--75246119</link><description><![CDATA[(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&amp;A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward (50:45) Breaking down Instacart and Klaviyo's businesses (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy? (1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire" target="_blank" rel="noreferrer noopener"> https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire</a> <a href="https://youtu.be/yjj1QjZlQMM" target="_blank" rel="noreferrer noopener">https://youtu.be/yjj1QjZlQMM</a> <a href="https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal</a> <a href="https://twitter.com/pitdesi/status/1704874017357025499" target="_blank" rel="noreferrer noopener">https://twitter.com/pitdesi/status/1704874017357025499</a> <a href="https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&amp;window=5D" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&amp;window=5D</a> <a href="https://twitter.com/aswathdamodaran/status/1704246090198036914" target="_blank" rel="noreferrer noopener">https://twitter.com/aswathdamodaran/status/1704246090198036914</a> <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings" target="_blank" rel="noreferrer noopener"> https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings</a> <a href="https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg" target="_blank" rel="noreferrer noopener"> https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg</a> <a href="https://fred.stlouisfed.org/series/MORTGAGE30US" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/MORTGAGE30US</a> <a href="https://www.ey.com/en_gl/ipo/trends" target="_blank" rel="noreferrer noopener">https://www.ey.com/en_gl/ipo/trends</a> <a href="https://stockanalysis.com/ipos/statistics" target="_blank" rel="noreferrer noopener">https://stockanalysis.com/ipos/statistics</a> <a href="https://www.google.com/finance/quote/COIN:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/COIN:NASDAQ</a> <a href="https://www.google.com/finance/quote/EXPE:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/EXPE:NASDAQ</a> <a href="https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital" target="_blank" rel="noreferrer noopener">https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital</a> <a href="https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm</a> <a href="https://influencermarketinghub.com/amazon-ad-revenue" target="_blank" rel="noreferrer noopener">https://influencermarketinghub.com/amazon-ad-revenue</a> <a href="https://twitter.com/jasonlk/status/1704212644402540573" target="_blank" rel="noreferrer noopener">https://twitter.com/jasonlk/status/1704212644402540573</a> <a href="https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr" target="_blank" rel="noreferrer noopener"> https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr</a> <a href="https://twitter.com/DavidSacks/status/1078755080478715904" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1078755080478715904</a> <a href="https://i.insider.com/4dd4d1cf4bd7c8c90f000000" target="_blank" rel="noreferrer noopener">https://i.insider.com/4dd4d1cf4bd7c8c90f000000</a> <a href="https://twitter.com/asanwal/status/1703492397739516068" target="_blank" rel="noreferrer noopener">https://twitter.com/asanwal/status/1703492397739516068</a> <a href="https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html</a> <a href="https://tradingeconomics.com/commodity/crude-oil" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/commodity/crude-oil</a> <a href="https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov" target="_blank" rel="noreferrer noopener">https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov</a> <a href="https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying" target="_blank" rel="noreferrer noopener"> https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying</a> <a href="https://hellometer.io" target="_blank" rel="noreferrer noopener">https://hellometer.io</a> <a href="https://www.nature.com/articles/s41551-023-01086-2" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41551-023-01086-2</a>  ]]></description><guid isPermaLink="false">7bc2f65d-88b1-45bb-8618-6f90488fba29</guid><pubDate>Fri, 22 Sep 2023 22:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246119/allin_e146.mp3" length="147918518" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/d8574137-f741-46c6-afc8-d823c1e15de6/d8574137-f741-46c6-afc8-d823c1e15de6.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/d8574137-f741-46c6-afc8-d823c1e15de6/d8574137-f741-46c6-afc8-d823c1e15de6.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/d8574137-f741-46c6-afc8-d823c1e15de6/d8574137-f741-46c6-afc8-d823c1e15de6.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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&amp;amp;A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the...</itunes:subtitle><itunes:summary><![CDATA[(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&amp;A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward (50:45) Breaking down Instacart and Klaviyo's businesses (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy? (1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire" target="_blank" rel="noreferrer noopener"> https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire</a> <a href="https://youtu.be/yjj1QjZlQMM" target="_blank" rel="noreferrer noopener">https://youtu.be/yjj1QjZlQMM</a> <a href="https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal</a> <a href="https://twitter.com/pitdesi/status/1704874017357025499" target="_blank" rel="noreferrer noopener">https://twitter.com/pitdesi/status/1704874017357025499</a> <a href="https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&amp;window=5D" target="_blank" rel="noreferrer noopener"> https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&amp;window=5D</a> <a href="https://twitter.com/aswathdamodaran/status/1704246090198036914" target="_blank" rel="noreferrer noopener">https://twitter.com/aswathdamodaran/status/1704246090198036914</a> <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings" target="_blank" rel="noreferrer noopener"> https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings</a> <a href="https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg" target="_blank" rel="noreferrer noopener"> https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg</a> <a href="https://fred.stlouisfed.org/series/MORTGAGE30US" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/MORTGAGE30US</a> <a href="https://www.ey.com/en_gl/ipo/trends" target="_blank" rel="noreferrer noopener">https://www.ey.com/en_gl/ipo/trends</a> <a href="https://stockanalysis.com/ipos/statistics" target="_blank" rel="noreferrer noopener">https://stockanalysis.com/ipos/statistics</a> <a href="https://www.google.com/finance/quote/COIN:NASDAQ" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6164</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E145: Presidential Candidate Chris Christie in conversation with the Besties</title><link>https://www.spreaker.com/episode/e145-presidential-candidate-chris-christie-in-conversation-with-the-besties--75246057</link><description><![CDATA[(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Russia: culpability, where to go from here (36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling (50:01) Immigration policy, how each party co-opts the issue (1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement (1:15:57) Why Chris Christie is running for president (1:17:41) Thoughts on prosecuting Trump, January 6th, and more (1:23:16) Chris Christie addresses his past controversies (1:48:34) Post-interview debrief Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Chris Christie: <a href="https://twitter.com/GovChristie" target="_blank" rel="noreferrer noopener">https://twitter.com/GovChristie</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://fred.stlouisfed.org/series/GFDEBTN" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEBTN</a> <a href="https://fred.stlouisfed.org/series/SMPOPNETMUSA" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/SMPOPNETMUSA</a> <a href="https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters" target="_blank" rel="noreferrer noopener"> https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters</a> <a href="https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden</a>]]></description><guid isPermaLink="false">780817b4-f505-4117-adc4-5b0ac66ed888</guid><pubDate>Fri, 08 Sep 2023 20:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246057/allin_e145.mp3" length="184678852" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/a857c20e-9e68-4513-af34-380c791b2715/a857c20e-9e68-4513-af34-380c791b2715.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a857c20e-9e68-4513-af34-380c791b2715/a857c20e-9e68-4513-af34-380c791b2715.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a857c20e-9e68-4513-af34-380c791b2715/a857c20e-9e68-4513-af34-380c791b2715.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Russia: culpability, where to go from here (36:47) US...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Russia: culpability, where to go from here (36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling (50:01) Immigration policy, how each party co-opts the issue (1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement (1:15:57) Why Chris Christie is running for president (1:17:41) Thoughts on prosecuting Trump, January 6th, and more (1:23:16) Chris Christie addresses his past controversies (1:48:34) Post-interview debrief Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Chris Christie: <a href="https://twitter.com/GovChristie" target="_blank" rel="noreferrer noopener">https://twitter.com/GovChristie</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://fred.stlouisfed.org/series/GFDEBTN" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEBTN</a> <a href="https://fred.stlouisfed.org/series/SMPOPNETMUSA" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/SMPOPNETMUSA</a> <a href="https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters" target="_blank" rel="noreferrer noopener"> https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters</a> <a href="https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden</a>]]></itunes:summary><itunes:duration>7695</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece &amp; more</title><link>https://www.spreaker.com/episode/e144-biden-targets-elon-brics-challenges-the-west-tiger-hit-piece-more--75245817</link><description><![CDATA[(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 Global claims disgruntled ex-employee circulated fake hit piece (27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS (40:46) BRICS ultimate goals, India's key position (51:54) How energy independence plays into the future geopolitical order (1:00:22) All-In Summit party talk! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/chamath/status/1693992134796603477" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1693992134796603477</a> <a href="https://twitter.com/tomosman/status/1696929638935634240" target="_blank" rel="noreferrer noopener">https://twitter.com/tomosman/status/1696929638935634240</a> <a href="https://twitter.com/KanekoaTheGreat/status/1697072553775501661" target="_blank" rel="noreferrer noopener">https://twitter.com/KanekoaTheGreat/status/1697072553775501661</a> <a href="https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709</a> <a href="https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring</a> <a href="https://twitter.com/chamath/status/1695073336483832007" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1695073336483832007</a> <a href="https://www.justice.gov/crt/page/file/1579981/download" target="_blank" rel="noreferrer noopener">https://www.justice.gov/crt/page/file/1579981/download</a> <a href="https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html</a> <a href="https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men</a> <a href="https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond" target="_blank" rel="noreferrer noopener"> https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond</a> <a href="https://www.foxnews.com/video/6335645970112" target="_blank" rel="noreferrer noopener">https://www.foxnews.com/video/6335645970112</a> <a href="https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists</a> <a href="https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24</a> <a href="https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95</a> <a href="https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143</a> <a href="https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html" target="_blank" rel="noreferrer noopener"> https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html</a> <a href="https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30</a> <a href="https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy" target="_blank" rel="noreferrer noopener"> https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy</a> <a href="https://twitter.com/chamath/status/1696295679344459807" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1696295679344459807</a> <a href="https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations</a>]]></description><guid isPermaLink="false">c13d256c-46ae-40a6-a060-e55a9ba498fd</guid><pubDate>Fri, 01 Sep 2023 12:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245817/allin_e144.mp3" length="96246963" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/328cb871-cb45-4177-9547-bf36575c3fb9/328cb871-cb45-4177-9547-bf36575c3fb9.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/328cb871-cb45-4177-9547-bf36575c3fb9/328cb871-cb45-4177-9547-bf36575c3fb9.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/328cb871-cb45-4177-9547-bf36575c3fb9/328cb871-cb45-4177-9547-bf36575c3fb9.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 Global claims disgruntled ex-employee circulated fake hit piece (27:51) BRICS adds six new members, Sacks...</itunes:subtitle><itunes:summary><![CDATA[(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 Global claims disgruntled ex-employee circulated fake hit piece (27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS (40:46) BRICS ultimate goals, India's key position (51:54) How energy independence plays into the future geopolitical order (1:00:22) All-In Summit party talk! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/chamath/status/1693992134796603477" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1693992134796603477</a> <a href="https://twitter.com/tomosman/status/1696929638935634240" target="_blank" rel="noreferrer noopener">https://twitter.com/tomosman/status/1696929638935634240</a> <a href="https://twitter.com/KanekoaTheGreat/status/1697072553775501661" target="_blank" rel="noreferrer noopener">https://twitter.com/KanekoaTheGreat/status/1697072553775501661</a> <a href="https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709</a> <a href="https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring</a> <a href="https://twitter.com/chamath/status/1695073336483832007" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1695073336483832007</a> <a href="https://www.justice.gov/crt/page/file/1579981/download" target="_blank" rel="noreferrer noopener">https://www.justice.gov/crt/page/file/1579981/download</a> <a href="https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html</a> <a href="https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men</a> <a href="https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond" target="_blank" rel="noreferrer noopener"> https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond</a> <a href="https://www.foxnews.com/video/6335645970112" target="_blank" rel="noreferrer noopener">https://www.foxnews.com/video/6335645970112</a> <a href="https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists" target="_blank"...]]></itunes:summary><itunes:duration>4011</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E143: Nvidia smashes earnings, Arm walks the plank, M&amp;A market, Vivek dominates GOP debate &amp; more</title><link>https://www.spreaker.com/episode/e143-nvidia-smashes-earnings-arm-walks-the-plank-m-a-market-vivek-dominates-gop-debate-more--75246140</link><description><![CDATA[(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 earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current investable metrics right now in VC (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley &amp; Christie solidify positions (1:39:46) Vivek's comments on the Climate Agenda (1:47:07) Prigozhin crash   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/friedberg/status/1694506279954526487" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1694506279954526487</a> <a href="https://twitter.com/DavidSacks/status/1693441068036169785" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1693441068036169785</a> <a href="https://twitter.com/chamath/status/1693524941721731189" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1693524941721731189</a> <a href="https://www.wine.com/product/21-seeds-tequila-trio/633617" target="_blank" rel="noreferrer noopener">https://www.wine.com/product/21-seeds-tequila-trio/633617</a> <a href="https://www.villadeste.com" target="_blank" rel="noreferrer noopener">https://www.villadeste.com</a> <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://twitter.com/chamath/status/1694457666289225776" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1694457666289225776</a> <a href="https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month" target="_blank" rel="noreferrer noopener"> https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month</a> <a href="https://prospect.org/features/great-telecom-implosion" target="_blank" rel="noreferrer noopener">https://prospect.org/features/great-telecom-implosion</a> <a href="https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california" target="_blank" rel="noreferrer noopener"> https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california</a> <a href="https://twitter.com/OpenAI/status/1694062483462594959" target="_blank" rel="noreferrer noopener">https://twitter.com/OpenAI/status/1694062483462594959</a> <a href="https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates" target="_blank" rel="noreferrer noopener"> https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates</a> <a href="https://twitter.com/nathanbenaich/status/1694073194351648932" target="_blank" rel="noreferrer noopener">https://twitter.com/nathanbenaich/status/1694073194351648932</a> <a href="https://commoncrawl.org/about/team" target="_blank" rel="noreferrer noopener">https://commoncrawl.org/about/team</a> <a href="https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html" target="_blank" rel="noreferrer noopener"> https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html</a> <a href="https://twitter.com/twistartups/status/1694399138194952363" target="_blank" rel="noreferrer noopener">https://twitter.com/twistartups/status/1694399138194952363</a> <a href="https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm</a> <a href="https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation</a> <a href="https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval" target="_blank" rel="noreferrer noopener"> https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval</a> <a href="https://www.stonealgo.com" target="_blank" rel="noreferrer noopener">https://www.stonealgo.com</a> <a href="https://youtu.be/f51Yd9h9ZXo" target="_blank" rel="noreferrer noopener">https://youtu.be/f51Yd9h9ZXo</a> <a href="https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi" target="_blank" rel="noreferrer noopener">https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi</a> <a href="https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html</a> <a href="https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll" target="_blank" rel="noreferrer noopener"> https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll</a>]]></description><guid isPermaLink="false">dde46a34-592b-4a7a-aab2-476c8f24efbd</guid><pubDate>Fri, 25 Aug 2023 23:56:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246140/allin_e143_2.mp3" length="162132383" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/4b05ed32-7fb8-4637-a273-baf63811d949/4b05ed32-7fb8-4637-a273-baf63811d949.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4b05ed32-7fb8-4637-a273-baf63811d949/4b05ed32-7fb8-4637-a273-baf63811d949.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4b05ed32-7fb8-4637-a273-baf63811d949/4b05ed32-7fb8-4637-a273-baf63811d949.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of...</itunes:subtitle><itunes:summary><![CDATA[(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 earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current investable metrics right now in VC (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley &amp; Christie solidify positions (1:39:46) Vivek's comments on the Climate Agenda (1:47:07) Prigozhin crash   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/friedberg/status/1694506279954526487" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1694506279954526487</a> <a href="https://twitter.com/DavidSacks/status/1693441068036169785" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1693441068036169785</a> <a href="https://twitter.com/chamath/status/1693524941721731189" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1693524941721731189</a> <a href="https://www.wine.com/product/21-seeds-tequila-trio/633617" target="_blank" rel="noreferrer noopener">https://www.wine.com/product/21-seeds-tequila-trio/633617</a> <a href="https://www.villadeste.com" target="_blank" rel="noreferrer noopener">https://www.villadeste.com</a> <a href="https://www.google.com/finance/quote/NVDA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024</a> <a href="https://companiesmarketcap.com" target="_blank" rel="noreferrer noopener">https://companiesmarketcap.com</a> <a href="https://twitter.com/chamath/status/1694457666289225776" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1694457666289225776</a> <a href="https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month" target="_blank" rel="noreferrer noopener"> https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month</a> <a href="https://prospect.org/features/great-telecom-implosion" target="_blank" rel="noreferrer noopener">https://prospect.org/features/great-telecom-implosion</a> <a href="https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california" target="_blank" rel="noreferrer noopener"> https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california</a> <a href="https://twitter.com/OpenAI/status/1694062483462594959" target="_blank" rel="noreferrer noopener">https://twitter.com/OpenAI/status/1694062483462594959</a> <a...]]></itunes:summary><itunes:duration>6756</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO</title><link>https://www.spreaker.com/episode/e142-rich-men-north-of-richmond-hits-1-upward-mobility-real-estate-capital-crunch-trump-rico--75245951</link><description><![CDATA[(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 issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real estate capital crunch (1:12:26) Trump's newest indictment (1:23:31) What Adyen's big drop means for Stripe's valuation Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://youtu.be/sqSA-SY5Hro" target="_blank" rel="noreferrer noopener">https://youtu.be/sqSA-SY5Hro</a> <a href="https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html" target="_blank" rel="noreferrer noopener"> https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html</a> <a href="https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars" target="_blank" rel="noreferrer noopener">https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars</a> <a href="https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective" target="_blank" rel="noreferrer noopener"> https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective</a> <a href="https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html</a> <a href="https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml</a> <a href="https://fred.stlouisfed.org/series/MORTGAGE30US" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/MORTGAGE30US</a> <a href="https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f</a> <a href="https://twitter.com/rothcre/status/1691910066952351963" target="_blank" rel="noreferrer noopener">https://twitter.com/rothcre/status/1691910066952351963</a> <a href="https://twitter.com/chamath/status/1691789175786246246" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1691789175786246246</a> <a href="https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf" target="_blank" rel="noreferrer noopener"> https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf</a> <a href="https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia" target="_blank" rel="noreferrer noopener"> https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia</a> <a href="https://www.google.com/finance/quote/ADYEY:OTCMKTS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ADYEY:OTCMKTS</a>]]></description><guid isPermaLink="false">d55f85cd-9400-445a-8bf0-4372882a8ebe</guid><pubDate>Fri, 18 Aug 2023 21:58:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245951/allin_e142.mp3" length="130096126" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/d994623c-9cf7-45e5-b924-4627d5529c6a/d994623c-9cf7-45e5-b924-4627d5529c6a.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/d994623c-9cf7-45e5-b924-4627d5529c6a/d994623c-9cf7-45e5-b924-4627d5529c6a.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/d994623c-9cf7-45e5-b924-4627d5529c6a/d994623c-9cf7-45e5-b924-4627d5529c6a.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real...</itunes:subtitle><itunes:summary><![CDATA[(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 issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real estate capital crunch (1:12:26) Trump's newest indictment (1:23:31) What Adyen's big drop means for Stripe's valuation Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://youtu.be/sqSA-SY5Hro" target="_blank" rel="noreferrer noopener">https://youtu.be/sqSA-SY5Hro</a> <a href="https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html" target="_blank" rel="noreferrer noopener"> https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html</a> <a href="https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars" target="_blank" rel="noreferrer noopener">https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars</a> <a href="https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective" target="_blank" rel="noreferrer noopener"> https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective</a> <a href="https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html</a> <a href="https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml</a> <a href="https://fred.stlouisfed.org/series/MORTGAGE30US" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/MORTGAGE30US</a> <a href="https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f</a> <a href="https://twitter.com/rothcre/status/1691910066952351963" target="_blank" rel="noreferrer noopener">https://twitter.com/rothcre/status/1691910066952351963</a> <a href="https://twitter.com/chamath/status/1691789175786246246" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1691789175786246246</a> <a href="https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf" target="_blank" rel="noreferrer noopener"> https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf</a> <a href="https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5421</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley &amp; Brad Gerstner</title><link>https://www.spreaker.com/episode/e141-state-of-series-a-s-vc-dry-powder-ipo-window-opens-more-with-bill-gurley-brad-gerstner--75246069</link><description><![CDATA[(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's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO down rounds, incentives to go public (1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market (1:22:26) Tragic Maui wildfires, extreme temperatures (1:26:11) Macro picture: inflation cools, deflation risk? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> <a href="https://twitter.com/bgurley" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://youtu.be/xmYekD6-PZ8" target="_blank" rel="noreferrer noopener">https://youtu.be/xmYekD6-PZ8</a> <a href="https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755</a> <a href="https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X" target="_blank" rel="noreferrer noopener">https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X</a> <a href="https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N</a> <a href="https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996</a> <a href="https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700</a> <a href="https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910</a> <a href="https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092</a> <a href="https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX</a> <a href="https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO</a> <a href="https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630</a> <a href="https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756</a> <a href="https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY" target="_blank" rel="noreferrer noopener"> https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY</a> <a href="https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder</a> <a href="https://twitter.com/bgurley/status/1688605654188224512" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley/status/1688605654188224512</a> <a href="https://finance.yahoo.com/chart/SN" target="_blank" rel="noreferrer noopener">https://finance.yahoo.com/chart/SN</a> <a href="https://www.google.com/finance/quote/CAVA:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/CAVA:NYSE</a> <a href="https://finance.yahoo.com/quote/SRFM" target="_blank" rel="noreferrer noopener">https://finance.yahoo.com/quote/SRFM</a> <a href="https://twitter.com/altcap/status/1686086247029055489" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap/status/1686086247029055489</a> <a href="https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802</a> <a href="https://www.youtube.com/watch?v=Hhy7JUinlu0" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=Hhy7JUinlu0</a> <a href="https://twitter.com/gokulr/status/1680006171149869056" target="_blank" rel="noreferrer noopener">https://twitter.com/gokulr/status/1680006171149869056</a> <a href="https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995</a> <a href="https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm</a> <a href="https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition</a> <a href="https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html</a> <a href="https://twitter.com/KobeissiLetter/status/1689010884062904320" target="_blank" rel="noreferrer noopener">https://twitter.com/KobeissiLetter/status/1689010884062904320</a>]]></description><guid isPermaLink="false">d29834ba-253c-491e-bde2-70982c2e3aed</guid><pubDate>Fri, 11 Aug 2023 06:23:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246069/allin_e141.mp3" length="138220495" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/fcbb2945-081b-4684-8ceb-bc2c4d7b0b1f/fcbb2945-081b-4684-8ceb-bc2c4d7b0b1f.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/fcbb2945-081b-4684-8ceb-bc2c4d7b0b1f/fcbb2945-081b-4684-8ceb-bc2c4d7b0b1f.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/fcbb2945-081b-4684-8ceb-bc2c4d7b0b1f/fcbb2945-081b-4684-8ceb-bc2c4d7b0b1f.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO...</itunes:subtitle><itunes:summary><![CDATA[(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's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO down rounds, incentives to go public (1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market (1:22:26) Tragic Maui wildfires, extreme temperatures (1:26:11) Macro picture: inflation cools, deflation risk? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> <a href="https://twitter.com/bgurley" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://youtu.be/xmYekD6-PZ8" target="_blank" rel="noreferrer noopener">https://youtu.be/xmYekD6-PZ8</a> <a href="https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755</a> <a href="https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X" target="_blank" rel="noreferrer noopener">https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X</a> <a href="https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N</a> <a href="https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996</a> <a href="https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700</a> <a href="https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910</a> <a href="https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092</a> <a href="https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX</a> <a href="https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO</a> <a href="https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630</a> <a...]]></itunes:summary><itunes:duration>5760</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again</title><link>https://www.spreaker.com/episode/e140-lk-99-sclerotic-establishments-fitch-downgrades-us-debt-trump-indicted-again--75245888</link><description><![CDATA[(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) Fitch downgrades US debt rating (1:09:12) Trump's newest indictment Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf</a> <a href="https://arxiv.org/pdf/2307.12037.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2307.12037.pdf</a> <a href="https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ" target="_blank" rel="noreferrer noopener"> https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ</a> <a href="https://twitter.com/667keos/status/1686490898480173056" target="_blank" rel="noreferrer noopener">https://twitter.com/667keos/status/1686490898480173056</a> <a href="https://twitter.com/iris_IGB/status/1685731177523449856" target="_blank" rel="noreferrer noopener">https://twitter.com/iris_IGB/status/1685731177523449856</a> <a href="https://twitter.com/VCBrags/status/1684591950387716097" target="_blank" rel="noreferrer noopener">https://twitter.com/VCBrags/status/1684591950387716097</a> <a href="https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers" target="_blank" rel="noreferrer noopener"> https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers</a> <a href="https://www.socialcapital.com/ideas/2021-annual-letter" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/ideas/2021-annual-letter</a> <a href="https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext" target="_blank" rel="noreferrer noopener"> https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext</a> <a href="https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup</a> <a href="https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023" target="_blank" rel="noreferrer noopener"> https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023</a> <a href="https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy</a> <a href="https://twitter.com/BillAckman/status/1686906272937869312" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1686906272937869312</a> <a href="https://home.treasury.gov/news/press-releases/jy1670" target="_blank" rel="noreferrer noopener">https://home.treasury.gov/news/press-releases/jy1670</a> <a href="https://www.washingtonpost.com/business/2023/07/22/gop-social-security-trump-rivals-cuts" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/business/2023/07/22/gop-social-security-trump-rivals-cuts</a> <a href="https://www.commondreams.org/news/republicans-cut-social-security" target="_blank" rel="noreferrer noopener"> https://www.commondreams.org/news/republicans-cut-social-security</a> <a href="https://sgp.fas.org/crs/misc/RS22331.pdf" target="_blank" rel="noreferrer noopener">https://sgp.fas.org/crs/misc/RS22331.pdf</a> <a href="https://fred.stlouisfed.org/series/MORTGAGE30US" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/MORTGAGE30US</a> <a href="https://fred.stlouisfed.org/series/UNRATE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/UNRATE</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://apnews.com/trump-election-2020-indictment" target="_blank" rel="noreferrer noopener">https://apnews.com/trump-election-2020-indictment</a> <a href="https://apnews.com/article/trump-indicted-jan-6-investigation-special-counsel-debb59bb7a4d9f93f7e2dace01feccdc" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/trump-indicted-jan-6-investigation-special-counsel-debb59bb7a4d9f93f7e2dace01feccdc</a> <a href="https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national" target="_blank" rel="noreferrer noopener"> https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national</a> <a href="https://www.reuters.com/world/us/new-defendant-added-trump-classified-documents-case-court-papers-2023-07-27" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/us/new-defendant-added-trump-classified-documents-case-court-papers-2023-07-27</a> <a href="https://www.nytimes.com/2023/08/03/briefing/trump-indictment.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/08/03/briefing/trump-indictment.html</a> <a href="https://twitter.com/mtracey/status/1686843918317486081" target="_blank" rel="noreferrer noopener">https://twitter.com/mtracey/status/1686843918317486081</a>]]></description><guid isPermaLink="false">889d450d-0c4c-4961-9630-ecf989ad8837</guid><pubDate>Fri, 04 Aug 2023 20:16:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245888/allin_e140.mp3" length="129497846" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/b84bcd27-e9b0-4702-95d6-4d78cf79781e/b84bcd27-e9b0-4702-95d6-4d78cf79781e.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b84bcd27-e9b0-4702-95d6-4d78cf79781e/b84bcd27-e9b0-4702-95d6-4d78cf79781e.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b84bcd27-e9b0-4702-95d6-4d78cf79781e/b84bcd27-e9b0-4702-95d6-4d78cf79781e.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) Fitch downgrades US debt rating (1:09:12) Trump's newest indictment Follow the besties:...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) Fitch downgrades US debt rating (1:09:12) Trump's newest indictment Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf</a> <a href="https://arxiv.org/pdf/2307.12037.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2307.12037.pdf</a> <a href="https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ" target="_blank" rel="noreferrer noopener"> https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ</a> <a href="https://twitter.com/667keos/status/1686490898480173056" target="_blank" rel="noreferrer noopener">https://twitter.com/667keos/status/1686490898480173056</a> <a href="https://twitter.com/iris_IGB/status/1685731177523449856" target="_blank" rel="noreferrer noopener">https://twitter.com/iris_IGB/status/1685731177523449856</a> <a href="https://twitter.com/VCBrags/status/1684591950387716097" target="_blank" rel="noreferrer noopener">https://twitter.com/VCBrags/status/1684591950387716097</a> <a href="https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers" target="_blank" rel="noreferrer noopener"> https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers</a> <a href="https://www.socialcapital.com/ideas/2021-annual-letter" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/ideas/2021-annual-letter</a> <a href="https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext" target="_blank" rel="noreferrer noopener"> https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext</a> <a href="https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup</a> <a href="https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023" target="_blank" rel="noreferrer noopener"> https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023</a> <a href="https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy</a> <a...]]></itunes:summary><itunes:duration>5396</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors &amp; more</title><link>https://www.spreaker.com/episode/e139-recapping-chamath-s-wedding-vc-surplus-unions-vs-hollywood-room-temp-superconductors-more--75245852</link><description><![CDATA[(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) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine (54:07) Equity participations vs. unions, ownership upside vs. downside protections (1:05:04) Potential impact of room-temp superconductors   Special thanks to our Italian audio/video team!: <a href="https://twitter.com/domdalmatico" target="_blank" rel="noreferrer noopener">https://twitter.com/domdalmatico</a> <a href="https://www.mattiacaruso.com" target="_blank" rel="noreferrer noopener">https://www.mattiacaruso.com</a>   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>   Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a>   Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>   Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1684176015948488704" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1684176015948488704</a> <a href="https://www.youtube.com/watch?v=sPelOnd7Sik" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=sPelOnd7Sik</a> <a href="https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many" target="_blank" rel="noreferrer noopener"> https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many</a> <a href="https://twitter.com/jason/status/1681985828820766720" target="_blank" rel="noreferrer noopener">https://twitter.com/jason/status/1681985828820766720</a> <a href="https://twitter.com/chamath/status/1679765658517610496" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1679765658517610496</a> <a href="https://twitter.com/chamath/status/1679935918164135936" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1679935918164135936</a> <a href="https://arxiv.org/pdf/2307.12008.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2307.12008.pdf</a>]]></description><guid isPermaLink="false">19777e4b-027e-475c-ae79-d89955b20186</guid><pubDate>Thu, 27 Jul 2023 22:08:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245852/allin_e139.mp3" length="112000565" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/a4ee1317-72c9-411e-b661-ece79c2933f5/a4ee1317-72c9-411e-b661-ece79c2933f5.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a4ee1317-72c9-411e-b661-ece79c2933f5/a4ee1317-72c9-411e-b661-ece79c2933f5.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a4ee1317-72c9-411e-b661-ece79c2933f5/a4ee1317-72c9-411e-b661-ece79c2933f5.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine (54:07)...</itunes:subtitle><itunes:summary><![CDATA[(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) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine (54:07) Equity participations vs. unions, ownership upside vs. downside protections (1:05:04) Potential impact of room-temp superconductors   Special thanks to our Italian audio/video team!: <a href="https://twitter.com/domdalmatico" target="_blank" rel="noreferrer noopener">https://twitter.com/domdalmatico</a> <a href="https://www.mattiacaruso.com" target="_blank" rel="noreferrer noopener">https://www.mattiacaruso.com</a>   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>   Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a>   Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>   Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1684176015948488704" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1684176015948488704</a> <a href="https://www.youtube.com/watch?v=sPelOnd7Sik" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=sPelOnd7Sik</a> <a href="https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many" target="_blank" rel="noreferrer noopener"> https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many</a> <a href="https://twitter.com/jason/status/1681985828820766720" target="_blank" rel="noreferrer noopener">https://twitter.com/jason/status/1681985828820766720</a> <a href="https://twitter.com/chamath/status/1679765658517610496" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1679765658517610496</a> <a href="https://twitter.com/chamath/status/1679935918164135936" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1679935918164135936</a> <a href="https://arxiv.org/pdf/2307.12008.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2307.12008.pdf</a>]]></itunes:summary><itunes:duration>4667</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties</title><link>https://www.spreaker.com/episode/e138-presidential-candidate-vivek-ramaswamy-in-conversation-with-the-besties--75245892</link><description><![CDATA[(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment work requirements, immigration (30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China (44:46) Media strategy, Silicon Valley Bank's implosion (54:09) Thoughts on Trump (1:06:16) Campaign strategy, establishment appeal (1:14:10) Social issues: Abolishing the DOE, abortion, trans rights (1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine (1:39:27) Bestie update! (1:41:33) Post-interview debrief Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Vivek Ramaswamy: <a href="https://twitter.com/VivekGRamaswamy" target="_blank" rel="noreferrer noopener">https://twitter.com/VivekGRamaswamy</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193</a> <a href="https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/" target="_blank" rel="noreferrer noopener"> https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/</a> <a href="https://twitter.com/PatrickRuffini/status/1680204156953407488" target="_blank" rel="noreferrer noopener">https://twitter.com/PatrickRuffini/status/1680204156953407488</a> <a href="https://twitter.com/DavidSacks/status/1680205700738211840" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1680205700738211840</a> <a href="https://twitter.com/charliekirk11/status/1680665098765975558" target="_blank" rel="noreferrer noopener">https://twitter.com/charliekirk11/status/1680665098765975558</a>]]></description><guid isPermaLink="false">78a8c0c8-eb2c-4e61-85ba-0159577def6d</guid><pubDate>Fri, 21 Jul 2023 21:53:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245892/alline138.mp3" length="187611114" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/69241e24-6b9a-4c0a-84b1-f24180a13a83/69241e24-6b9a-4c0a-84b1-f24180a13a83.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/69241e24-6b9a-4c0a-84b1-f24180a13a83/69241e24-6b9a-4c0a-84b1-f24180a13a83.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/69241e24-6b9a-4c0a-84b1-f24180a13a83/69241e24-6b9a-4c0a-84b1-f24180a13a83.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment work requirements, immigration (30:24) Foreign policy: How to handle Ukraine/Russia and...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment work requirements, immigration (30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China (44:46) Media strategy, Silicon Valley Bank's implosion (54:09) Thoughts on Trump (1:06:16) Campaign strategy, establishment appeal (1:14:10) Social issues: Abolishing the DOE, abortion, trans rights (1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine (1:39:27) Bestie update! (1:41:33) Post-interview debrief Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Vivek Ramaswamy: <a href="https://twitter.com/VivekGRamaswamy" target="_blank" rel="noreferrer noopener">https://twitter.com/VivekGRamaswamy</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193</a> <a href="https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/" target="_blank" rel="noreferrer noopener"> https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/</a> <a href="https://twitter.com/PatrickRuffini/status/1680204156953407488" target="_blank" rel="noreferrer noopener">https://twitter.com/PatrickRuffini/status/1680204156953407488</a> <a href="https://twitter.com/DavidSacks/status/1680205700738211840" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1680205700738211840</a> <a href="https://twitter.com/charliekirk11/status/1680665098765975558" target="_blank" rel="noreferrer noopener">https://twitter.com/charliekirk11/status/1680665098765975558</a>]]></itunes:summary><itunes:duration>7817</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth</title><link>https://www.spreaker.com/episode/e137-inflation-cools-market-rips-ripple-msft-beat-regulators-nato-summit-cocktails-of-youth--75245928</link><description><![CDATA[(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) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips (36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators (51:08) EV supply/demand mismatch (1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO (1:18:52) Science Corner: New paper on reversing cellular aging Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1</a> <a href="https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july" target="_blank" rel="noreferrer noopener"> https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july</a> <a href="https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af</a> <a href="https://fred.stlouisfed.org/series/UNRATE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/UNRATE</a> <a href="https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579</a> <a href="https://www.statista.com/statistics/290673/auto-loan-rates-usa" target="_blank" rel="noreferrer noopener">https://www.statista.com/statistics/290673/auto-loan-rates-usa</a> <a href="https://www.axios.com/2023/07/10/used-cars-prices-us-economy" target="_blank" rel="noreferrer noopener">https://www.axios.com/2023/07/10/used-cars-prices-us-economy</a> <a href="https://www.macrotrends.net/stocks/charts/DIS/disney/revenue" target="_blank" rel="noreferrer noopener">https://www.macrotrends.net/stocks/charts/DIS/disney/revenue</a> <a href="https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13</a> <a href="https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1</a> <a href="https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing" target="_blank" rel="noreferrer noopener"> https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing</a> <a href="https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan</a> <a href="https://twitter.com/DavidSacks/status/1678526061154295808" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1678526061154295808</a> <a href="https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots</a> <a href="https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know" target="_blank" rel="noreferrer noopener"> https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know</a> <a href="https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843" target="_blank" rel="noreferrer noopener"> https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843</a> <a href="https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps" target="_blank" rel="noreferrer noopener"> https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps</a> <a href="https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics" target="_blank" rel="noreferrer noopener"> https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics</a> <a href="https://www.google.com/finance/quote/BTC-USD" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BTC-USD</a> <a href="https://twitter.com/chamath/status/1679141703603703808" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1679141703603703808</a> <a href="https://twitter.com/tobi/status/1679114154756669441" target="_blank" rel="noreferrer noopener">https://twitter.com/tobi/status/1679114154756669441</a> <a href="https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f</a> <a href="https://twitter.com/DavidSacks/status/1679229577732792320" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1679229577732792320</a> <a href="https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july</a> <a href="https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline</a> <a href="https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html</a> <a href="https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576</a> <a href="https://twitter.com/DavidSacks/status/1678463164864667658" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1678463164864667658</a> <a href="https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html" target="_blank" rel="noreferrer noopener"> https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html</a> <a href="https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html" target="_blank" rel="noreferrer noopener"> https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html</a> <a href="https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11</a> <a href="https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements</a> <a href="https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden</a> <a href="https://www.aging-us.com/article/204896/pdf" target="_blank" rel="noreferrer noopener">https://www.aging-us.com/article/204896/pdf</a>]]></description><guid isPermaLink="false">9791d11f-58a4-4577-b88e-a76ead656b9f</guid><pubDate>Fri, 14 Jul 2023 17:02:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245928/allin_e137.mp3" length="126883105" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/edf6c988-bae4-475f-bd04-29c730656a36/edf6c988-bae4-475f-bd04-29c730656a36.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/edf6c988-bae4-475f-bd04-29c730656a36/edf6c988-bae4-475f-bd04-29c730656a36.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/edf6c988-bae4-475f-bd04-29c730656a36/edf6c988-bae4-475f-bd04-29c730656a36.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips...</itunes:subtitle><itunes:summary><![CDATA[(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) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips (36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators (51:08) EV supply/demand mismatch (1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO (1:18:52) Science Corner: New paper on reversing cellular aging Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1</a> <a href="https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july" target="_blank" rel="noreferrer noopener"> https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july</a> <a href="https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af</a> <a href="https://fred.stlouisfed.org/series/UNRATE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/UNRATE</a> <a href="https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579</a> <a href="https://www.statista.com/statistics/290673/auto-loan-rates-usa" target="_blank" rel="noreferrer noopener">https://www.statista.com/statistics/290673/auto-loan-rates-usa</a> <a href="https://www.axios.com/2023/07/10/used-cars-prices-us-economy" target="_blank" rel="noreferrer noopener">https://www.axios.com/2023/07/10/used-cars-prices-us-economy</a> <a href="https://www.macrotrends.net/stocks/charts/DIS/disney/revenue" target="_blank" rel="noreferrer noopener">https://www.macrotrends.net/stocks/charts/DIS/disney/revenue</a> <a href="https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13</a> <a href="https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1</a> <a href="https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5287</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health</title><link>https://www.spreaker.com/episode/e136-hacking-the-pod-threads-launches-fed-minutes-immigration-debate-balloon-farce-heart-health--75246079</link><description><![CDATA[(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 and outlook, and EU risk (56:07) Florida Senate Bill 1718, jobs, and immigration debate (1:21:48) Chinese balloon: political farce? (1:31:47) Gerstner Science Corner: preventative heart health Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">821ffbf2-504e-486f-8091-e23f1eb5c271</guid><pubDate>Sun, 09 Jul 2023 17:22:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246079/allin_e136.mp3" length="142079646" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/0cee5031-0a19-4a51-8636-d00bb2aeba70/0cee5031-0a19-4a51-8636-d00bb2aeba70.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0cee5031-0a19-4a51-8636-d00bb2aeba70/0cee5031-0a19-4a51-8636-d00bb2aeba70.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0cee5031-0a19-4a51-8636-d00bb2aeba70/0cee5031-0a19-4a51-8636-d00bb2aeba70.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 and outlook, and EU risk (56:07) Florida Senate Bill 1718, jobs, and immigration debate (1:21:48)...</itunes:subtitle><itunes:summary><![CDATA[(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 and outlook, and EU risk (56:07) Florida Senate Bill 1718, jobs, and immigration debate (1:21:48) Chinese balloon: political farce? (1:31:47) Gerstner Science Corner: preventative heart health Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5901</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E135: Wagner rebels, SCOTUS ends AA, AI M&amp;A, startups gone bad, spacetime warps &amp; more</title><link>https://www.spreaker.com/episode/e135-wagner-rebels-scotus-ends-aa-ai-m-a-startups-gone-bad-spacetime-warps-more--75246076</link><description><![CDATA[(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B (1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy (1:26:38) Science Corner: Understanding the NANOGrav findings Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html" target="_blank" rel="noreferrer noopener"> https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html</a> <a href="https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html</a> <a href="https://www.statista.com/statistics/896181/putin-approval-rating-russia" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/896181/putin-approval-rating-russia</a> <a href="https://www.levada.ru/en/ratings" target="_blank" rel="noreferrer noopener">https://www.levada.ru/en/ratings</a>  <a href="https://twitter.com/MatreshkaRF/status/1673209794608365570" target="_blank" rel="noreferrer noopener">https://twitter.com/MatreshkaRF/status/1673209794608365570</a> <a href="https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center" target="_blank" rel="noreferrer noopener"> https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center</a> <a href="https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html</a> <a href="https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html</a> <a href="https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard</a> <a href="https://twitter.com/greg_price11/status/1674426520100814848" target="_blank" rel="noreferrer noopener">https://twitter.com/greg_price11/status/1674426520100814848</a> <a href="https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361</a> <a href="https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06</a> <a href="https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai" target="_blank" rel="noreferrer noopener"> https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai</a> <a href="https://www.forbes.com/sites/alexkonrad/2023/06/29/inflection-ai-raises-1-billion-for-chatbot-pi" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/alexkonrad/2023/06/29/inflection-ai-raises-1-billion-for-chatbot-pi</a> <a href="https://www.theinformation.com/articles/social-app-irl-which-raised-200-million-shuts-down-after-ceo-misconduct-probe" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/social-app-irl-which-raised-200-million-shuts-down-after-ceo-misconduct-probe</a> <a href="https://www.theinformation.com/articles/softbank-backed-messaging-app-irl-says-it-has-20-million-users-some-employees-have-doubts-about-that" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/softbank-backed-messaging-app-irl-says-it-has-20-million-users-some-employees-have-doubts-about-that</a> <a href="https://www.bloomberg.com/news/articles/2023-06-27/byju-s-seeks-to-raise-1-billion-to-sidestep-shareholder-revolt" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-06-27/byju-s-seeks-to-raise-1-billion-to-sidestep-shareholder-revolt</a> <a href="https://techcrunch.com/2023/06/27/prosus-byjus-markdown" target="_blank" rel="noreferrer noopener">https://techcrunch.com/2023/06/27/prosus-byjus-markdown</a> <a href="https://twitter.com/shaig/status/1673836979903950851" target="_blank" rel="noreferrer noopener">https://twitter.com/shaig/status/1673836979903950851</a> <a href="https://www.ft.com/content/b8a4214f-7f64-4d3a-97c4-4731f2effb0d" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/b8a4214f-7f64-4d3a-97c4-4731f2effb0d</a> <a href="https://twitter.com/chamath/status/1674469606746992651" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1674469606746992651</a> <a href="https://pauloffit.substack.com/p/my-conversation-with-robert-f-kennedy" target="_blank" rel="noreferrer noopener"> https://pauloffit.substack.com/p/my-conversation-with-robert-f-kennedy</a> <a href="https://www.quantamagazine.org/an-enormous-gravity-hum-moves-through-the-universe-20230628" target="_blank" rel="noreferrer noopener"> https://www.quantamagazine.org/an-enormous-gravity-hum-moves-through-the-universe-20230628</a> <a href="https://physics.aps.org/articles/v16/116" target="_blank" rel="noreferrer noopener">https://physics.aps.org/articles/v16/116</a>  ]]></description><guid isPermaLink="false">d927820e-0039-4089-8aa5-42b97817c50b</guid><pubDate>Sat, 01 Jul 2023 01:32:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246076/allin_e135.mp3" length="139612271" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/e1bd4721-2a2f-4810-b976-70a6c50dee0e/e1bd4721-2a2f-4810-b976-70a6c50dee0e.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e1bd4721-2a2f-4810-b976-70a6c50dee0e/e1bd4721-2a2f-4810-b976-70a6c50dee0e.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e1bd4721-2a2f-4810-b976-70a6c50dee0e/e1bd4721-2a2f-4810-b976-70a6c50dee0e.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B (1:09:35) IRL shuts down after faking 95% of...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B (1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy (1:26:38) Science Corner: Understanding the NANOGrav findings Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html" target="_blank" rel="noreferrer noopener"> https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html</a> <a href="https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html</a> <a href="https://www.statista.com/statistics/896181/putin-approval-rating-russia" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/896181/putin-approval-rating-russia</a> <a href="https://www.levada.ru/en/ratings" target="_blank" rel="noreferrer noopener">https://www.levada.ru/en/ratings</a>  <a href="https://twitter.com/MatreshkaRF/status/1673209794608365570" target="_blank" rel="noreferrer noopener">https://twitter.com/MatreshkaRF/status/1673209794608365570</a> <a href="https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center" target="_blank" rel="noreferrer noopener"> https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center</a> <a href="https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html</a> <a href="https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html</a> <a href="https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard</a> <a href="https://twitter.com/greg_price11/status/1674426520100814848" target="_blank" rel="noreferrer noopener">https://twitter.com/greg_price11/status/1674426520100814848</a> <a href="https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5818</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction &amp; more</title><link>https://www.spreaker.com/episode/e134-ukraine-counteroffensive-china-tensions-covid-patient-zero-rfk-jr-reaction-more--75246062</link><description><![CDATA[(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection (33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future (51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins (1:09:59) Secondary market for depressed startup shares heats up (1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf" target="_blank" rel="noreferrer noopener"> https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf</a> <a href="https://twitter.com/Dexerto/status/1671971832809791509" target="_blank" rel="noreferrer noopener">https://twitter.com/Dexerto/status/1671971832809791509</a> <a href="https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been" target="_blank" rel="noreferrer noopener"> https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been</a> <a href="https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html</a> <a href="https://twitter.com/aaronjmate/status/1670514363634176000" target="_blank" rel="noreferrer noopener">https://twitter.com/aaronjmate/status/1670514363634176000</a> <a href="https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5</a> <a href="https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93</a> <a href="https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html</a> <a href="https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration</a> <a href="https://twitter.com/davidsacks/status/1671628570714845184" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1671628570714845184</a> <a href="https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken</a> <a href="https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398</a> <a href="https://twitter.com/chamath/status/1671806525029986304" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1671806525029986304</a> <a href="https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1</a> <a href="https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates" target="_blank" rel="noreferrer noopener"> https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates</a> <a href="https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html" target="_blank" rel="noreferrer noopener"> https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html</a> <a href="https://twitter.com/shellenberger/status/1671162870422454272" target="_blank" rel="noreferrer noopener">https://twitter.com/shellenberger/status/1671162870422454272</a> <a href="https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567</a> <a href="https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus" target="_blank" rel="noreferrer noopener"> https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus</a> <a href="https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx</a> <a href="https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds</a> <a href="https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales" target="_blank" rel="noreferrer noopener"> https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales</a> <a href="https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology</a>]]></description><guid isPermaLink="false">1e46e032-8ede-4e0f-9604-584853df51b3</guid><pubDate>Sat, 24 Jun 2023 01:14:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246062/allin_e134.mp3" length="134677148" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/b46925ca-d73f-4212-8602-4513c4bc7751/b46925ca-d73f-4212-8602-4513c4bc7751.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b46925ca-d73f-4212-8602-4513c4bc7751/b46925ca-d73f-4212-8602-4513c4bc7751.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b46925ca-d73f-4212-8602-4513c4bc7751/b46925ca-d73f-4212-8602-4513c4bc7751.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection (33:25) Blinken's China visit, Biden's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection (33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future (51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins (1:09:59) Secondary market for depressed startup shares heats up (1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf" target="_blank" rel="noreferrer noopener"> https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf</a> <a href="https://twitter.com/Dexerto/status/1671971832809791509" target="_blank" rel="noreferrer noopener">https://twitter.com/Dexerto/status/1671971832809791509</a> <a href="https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been" target="_blank" rel="noreferrer noopener"> https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been</a> <a href="https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html</a> <a href="https://twitter.com/aaronjmate/status/1670514363634176000" target="_blank" rel="noreferrer noopener">https://twitter.com/aaronjmate/status/1670514363634176000</a> <a href="https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5</a> <a href="https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93</a> <a href="https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html</a> <a href="https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration</a> <a...]]></itunes:summary><itunes:duration>5612</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts &amp; more with Brad Gerstner</title><link>https://www.spreaker.com/episode/e133-market-melt-up-ipo-update-ai-startups-overheat-reddit-revolts-more-with-brad-gerstner--75245977</link><description><![CDATA[(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, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question" (50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes (1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps (1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more (1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>  <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html</a> <a href="https://fred.stlouisfed.org/series/FEDFUNDS" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href="https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13</a> <a href="https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29</a> <a href="https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai</a> <a href="https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool</a> <a href="https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges" target="_blank" rel="noreferrer noopener"> https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges</a> <a href="https://bard.google.com" target="_blank" rel="noreferrer noopener">https://bard.google.com</a> <a href="https://coda.io/@presh-dineshkumar/jay-trading" target="_blank" rel="noreferrer noopener">https://coda.io/@presh-dineshkumar/jay-trading</a> <a href="https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061</a> <a href="https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html</a> <a href="https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes</a> <a href="https://reddark.untone.uk" target="_blank" rel="noreferrer noopener">https://reddark.untone.uk</a> <a href="https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html</a> <a href="https://www.bbc.com/news/technology-20554441" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/technology-20554441</a> <a href="https://digiday.com/media/twitters-third-party-app-problem" target="_blank" rel="noreferrer noopener">https://digiday.com/media/twitters-third-party-app-problem</a> <a href="https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement" target="_blank" rel="noreferrer noopener"> https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement</a> <a href="https://www.platformer.news/p/meta-is-building-a-decentralized" target="_blank" rel="noreferrer noopener">https://www.platformer.news/p/meta-is-building-a-decentralized</a> <a href="https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251</a> <a href="https://twitter.com/natfriedman/status/1668650915505803266" target="_blank" rel="noreferrer noopener">https://twitter.com/natfriedman/status/1668650915505803266</a> <a href="https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game" target="_blank" rel="noreferrer noopener"> https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game</a> <a href="https://openai.com/blog/function-calling-and-other-api-updates" target="_blank" rel="noreferrer noopener">https://openai.com/blog/function-calling-and-other-api-updates</a> <a href="https://twitter.com/RobertKennedyJr/status/1667616444996104196" target="_blank" rel="noreferrer noopener">https://twitter.com/RobertKennedyJr/status/1667616444996104196</a> <a href="https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones" target="_blank" rel="noreferrer noopener"> https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones</a>  ]]></description><guid isPermaLink="false">3bbbd79e-abdf-4611-a0f1-ca7860f14169</guid><pubDate>Fri, 16 Jun 2023 20:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245977/allin_e133.mp3" length="170087649" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/970f3a31-edb6-4387-88f3-654ae50e8037/970f3a31-edb6-4387-88f3-654ae50e8037.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/970f3a31-edb6-4387-88f3-654ae50e8037/970f3a31-edb6-4387-88f3-654ae50e8037.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/970f3a31-edb6-4387-88f3-654ae50e8037/970f3a31-edb6-4387-88f3-654ae50e8037.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position,...</itunes:subtitle><itunes:summary><![CDATA[(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, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question" (50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes (1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps (1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more (1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>  <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html</a> <a href="https://fred.stlouisfed.org/series/FEDFUNDS" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href="https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13</a> <a href="https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29</a> <a href="https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai</a> <a href="https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool</a> <a href="https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges" target="_blank" rel="noreferrer noopener"> https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges</a> <a href="https://bard.google.com" target="_blank" rel="noreferrer noopener">https://bard.google.com</a> <a href="https://coda.io/@presh-dineshkumar/jay-trading" target="_blank" rel="noreferrer noopener">https://coda.io/@presh-dineshkumar/jay-trading</a> <a...]]></itunes:summary><itunes:duration>7087</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&amp;A!</title><link>https://www.spreaker.com/episode/e132-sec-goes-after-crypto-giants-sequoia-splits-liv-pga-messi-s-deal-live-q-a--75245917</link><description><![CDATA[(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance &amp; Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas (56:16) Ukraine update, Tucker on Twitter (1:02:20) LIVE Q&amp;A from Angel Summit in Napa! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/RobertKennedyJr/status/1666193699187875851" target="_blank" rel="noreferrer noopener">https://twitter.com/RobertKennedyJr/status/1666193699187875851</a> <a href="https://www.sec.gov/news/press-release/2023-101" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2023-101</a> <a href="https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets</a> <a href="https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules</a> <a href="https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0" target="_blank" rel="noreferrer noopener"> https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0</a> <a href="https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html</a> <a href="https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd" target="_blank" rel="noreferrer noopener"> https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd</a> <a href="https://www.sec.gov/news/press-release/2022-219" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2022-219</a> <a href="https://www.sec.gov/news/press-release/2023-101" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2023-101</a> <a href="https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren" target="_blank" rel="noreferrer noopener"> https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren</a> <a href="https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says</a> <a href="https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152</a> <a href="https://www.piratewires.com/p/crypto-choke-point" target="_blank" rel="noreferrer noopener">https://www.piratewires.com/p/crypto-choke-point</a> <a href="https://twitter.com/rezoshm/status/1644881392357060610" target="_blank" rel="noreferrer noopener">https://twitter.com/rezoshm/status/1644881392357060610</a> <a href="https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator" target="_blank" rel="noreferrer noopener"> https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator</a> <a href="https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt" target="_blank" rel="noreferrer noopener"> https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt</a> <a href="https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85</a> <a href="https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds</a> <a href="https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated</a> <a href="https://twitter.com/rabois/status/1643655946579607565" target="_blank" rel="noreferrer noopener">https://twitter.com/rabois/status/1643655946579607565</a> <a href="https://twitter.com/TimMeadsUSA/status/1666093487899680768" target="_blank" rel="noreferrer noopener">https://twitter.com/TimMeadsUSA/status/1666093487899680768</a> <a href="https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv</a> <a href="https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas" target="_blank" rel="noreferrer noopener">https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas</a> <a href="https://twitter.com/DavidSacks/status/1666160795703713792" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1666160795703713792</a> <a href="https://twitter.com/TheChiefNerd/status/1666892516363231236" target="_blank" rel="noreferrer noopener">https://twitter.com/TheChiefNerd/status/1666892516363231236</a>]]></description><guid isPermaLink="false">428bff40-4538-4e87-826a-1bc0adb0a4b8</guid><pubDate>Sat, 10 Jun 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245917/allin_e132_1.mp3" length="148101250" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/6635ac07-2003-4156-b9eb-16aa71a581d0/6635ac07-2003-4156-b9eb-16aa71a581d0.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6635ac07-2003-4156-b9eb-16aa71a581d0/6635ac07-2003-4156-b9eb-16aa71a581d0.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6635ac07-2003-4156-b9eb-16aa71a581d0/6635ac07-2003-4156-b9eb-16aa71a581d0.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance &amp;amp; Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merges with LIV, Lionel Messi's revolutionary deal...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance &amp; Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas (56:16) Ukraine update, Tucker on Twitter (1:02:20) LIVE Q&amp;A from Angel Summit in Napa! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/RobertKennedyJr/status/1666193699187875851" target="_blank" rel="noreferrer noopener">https://twitter.com/RobertKennedyJr/status/1666193699187875851</a> <a href="https://www.sec.gov/news/press-release/2023-101" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2023-101</a> <a href="https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets</a> <a href="https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules</a> <a href="https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0" target="_blank" rel="noreferrer noopener"> https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0</a> <a href="https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html</a> <a href="https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd" target="_blank" rel="noreferrer noopener"> https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd</a> <a href="https://www.sec.gov/news/press-release/2022-219" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2022-219</a> <a href="https://www.sec.gov/news/press-release/2023-101" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2023-101</a> <a href="https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren" target="_blank" rel="noreferrer noopener"> https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren</a> <a href="https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>6171</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance &amp; more</title><link>https://www.spreaker.com/episode/e131-2024-fantasy-president-picks-debt-ceiling-agreement-dollar-dominance-more--75246233</link><description><![CDATA[(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble? (1:11:34) Book banning follow-up (1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware (1:26:31) Biden's fall, populism in both parties   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html</a> <a href="https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question" target="_blank" rel="noreferrer noopener"> https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question</a> <a href="https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country</a> <a href="https://twitter.com/billackman/status/1663959113703751720" target="_blank" rel="noreferrer noopener">https://twitter.com/billackman/status/1663959113703751720</a> <a href="https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a</a> <a href="https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e</a> <a href="https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin" target="_blank" rel="noreferrer noopener"> https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin</a> <a href="https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa" target="_blank" rel="noreferrer noopener">https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa</a> <a href="https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low" target="_blank" rel="noreferrer noopener"> https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low</a> <a href="https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</a> <a href="https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799</a> <a href="https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html</a> <a href="https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f</a> <a href="https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow</a> <a href="https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU</a> <a href="https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit</a> <a href="https://pen.org/index-of-school-book-bans-2022" target="_blank" rel="noreferrer noopener">https://pen.org/index-of-school-book-bans-2022</a> <a href="https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241</a> <a href="https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html</a> <a href="https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered</a> <a href="https://twitter.com/mdcps/status/1661194749821218818" target="_blank" rel="noreferrer noopener">https://twitter.com/mdcps/status/1661194749821218818</a> <a href="https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper" target="_blank" rel="noreferrer noopener">https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper</a> <a href="https://twitter.com/jacobkschneider/status/1664343681321541636" target="_blank" rel="noreferrer noopener">https://twitter.com/jacobkschneider/status/1664343681321541636</a> <a href="https://youtu.be/CwJaSa335mE" target="_blank" rel="noreferrer noopener">https://youtu.be/CwJaSa335mE</a>]]></description><guid isPermaLink="false">67500590-213b-473f-ae66-ffd5cb338df4</guid><pubDate>Fri, 02 Jun 2023 20:36:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246233/allin_e131.mp3" length="138200527" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble? (1:11:34) Book...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble? (1:11:34) Book banning follow-up (1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware (1:26:31) Biden's fall, populism in both parties   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html</a> <a href="https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question" target="_blank" rel="noreferrer noopener"> https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question</a> <a href="https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country</a> <a href="https://twitter.com/billackman/status/1663959113703751720" target="_blank" rel="noreferrer noopener">https://twitter.com/billackman/status/1663959113703751720</a> <a href="https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a</a> <a href="https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e</a> <a href="https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin" target="_blank" rel="noreferrer noopener"> https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin</a> <a href="https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa" target="_blank" rel="noreferrer noopener">https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa</a> <a href="https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low" target="_blank" rel="noreferrer noopener"> https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low</a> <a href="https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</a> <a...]]></itunes:summary><itunes:duration>5759</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure &amp; more</title><link>https://www.spreaker.com/episode/e130-desantis-s-twitter-spaces-debt-ceiling-nvidia-rips-state-of-vc-startup-failure-more--75246024</link><description><![CDATA[(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher taxes (57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology (1:06:20) Adobe's new AI product, why they might have overpaid for Figma (1:11:43) State of Silicon Valley, VC, and startups; dealing with failure (1:33:36) Bestie wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/MarioNawfal" target="_blank" rel="noreferrer noopener">https://twitter.com/MarioNawfal</a> <a href="https://twitter.com/joebiden/status/1661496322980028423" target="_blank" rel="noreferrer noopener">https://twitter.com/joebiden/status/1661496322980028423</a> <a href="https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25</a> <a href="https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777</a> <a href="https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement" target="_blank" rel="noreferrer noopener"> https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement</a> <a href="https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/</a> <a href="https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25</a> <a href="https://youtu.be/50MusF365U0" target="_blank" rel="noreferrer noopener">https://youtu.be/50MusF365U0</a> <a href="https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001</a> <a href="https://twitter.com/friedberg/status/1658163970979823616" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1658163970979823616</a> <a href="https://www.270towin.com/1980_Election" target="_blank" rel="noreferrer noopener">https://www.270towin.com/1980_Election</a> <a href="https://www.google.com/finance/quote/NVDA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NVDA</a> <a href="https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024" target="_blank" rel="noreferrer noopener"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024</a> <a href="https://twitter.com/carlquintanilla/status/1661761614918426624" target="_blank" rel="noreferrer noopener">https://twitter.com/carlquintanilla/status/1661761614918426624</a> <a href="https://en.wikipedia.org/wiki/Huang%27s_law" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Huang%27s_law</a> <a href="https://twitter.com/scottbelsky/status/1660992735040663553" target="_blank" rel="noreferrer noopener">https://twitter.com/scottbelsky/status/1660992735040663553</a> <a href="https://twitter.com/chamath/status/1661467059341914112" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1661467059341914112</a> <a href="https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html" target="_blank" rel="noreferrer noopener"> https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html</a> <a href="https://www.google.com/finance/quote/RUM:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/RUM:NASDAQ</a>]]></description><guid isPermaLink="false">680875f4-6b86-4485-885a-d67b7e2b4a64</guid><pubDate>Fri, 26 May 2023 20:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246024/allin_e130.mp3" length="140708495" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/d3a2779d-79e6-4bec-ac66-9aab0b5228b3/d3a2779d-79e6-4bec-ac66-9aab0b5228b3.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/d3a2779d-79e6-4bec-ac66-9aab0b5228b3/d3a2779d-79e6-4bec-ac66-9aab0b5228b3.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/d3a2779d-79e6-4bec-ac66-9aab0b5228b3/d3a2779d-79e6-4bec-ac66-9aab0b5228b3.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher taxes (57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology (1:06:20) Adobe's new AI product, why they might have overpaid for Figma (1:11:43) State of Silicon Valley, VC, and startups; dealing with failure (1:33:36) Bestie wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/MarioNawfal" target="_blank" rel="noreferrer noopener">https://twitter.com/MarioNawfal</a> <a href="https://twitter.com/joebiden/status/1661496322980028423" target="_blank" rel="noreferrer noopener">https://twitter.com/joebiden/status/1661496322980028423</a> <a href="https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25</a> <a href="https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777</a> <a href="https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement" target="_blank" rel="noreferrer noopener"> https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement</a> <a href="https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/</a> <a href="https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25</a> <a href="https://youtu.be/50MusF365U0" target="_blank" rel="noreferrer noopener">https://youtu.be/50MusF365U0</a> <a href="https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001</a>...]]></itunes:summary><itunes:duration>5863</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling &amp; more</title><link>https://www.spreaker.com/episode/e129-sam-altman-plays-chess-with-regulators-ai-s-nuclear-potential-big-pharma-bundling-more--75246029</link><description><![CDATA[(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit (43:33) Elon hires new Twitter CEO (48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics (1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies (1:07:45) Residential and commercial real estate headwinds (1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death (1:24:20) Soros political motivations for backing progressive DAs Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/</a> <a href="https://twitter.com/chamath/status/1658913074106236931" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1658913074106236931</a> <a href="https://www.mosaicml.com/blog/mpt-7b" target="_blank" rel="noreferrer noopener">https://www.mosaicml.com/blog/mpt-7b</a> <a href="https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard" target="_blank" rel="noreferrer noopener">https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard</a> <a href="https://artificialintelligenceact.eu" target="_blank" rel="noreferrer noopener">https://artificialintelligenceact.eu</a> <a href="https://futurism.com/the-byte/warren-buffett-ai-atom-bomb" target="_blank" rel="noreferrer noopener">https://futurism.com/the-byte/warren-buffett-ai-atom-bomb</a> <a href="https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html</a> <a href="https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499</a> <a href="https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf" target="_blank" rel="noreferrer noopener"> https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf</a> <a href="https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention" target="_blank" rel="noreferrer noopener"> https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention</a> <a href="https://sharegpt.com/c/O6OKM9D" target="_blank" rel="noreferrer noopener">https://sharegpt.com/c/O6OKM9D</a> <a href="https://www.wsj.com/articles/apple-mixed-reality-headset-9213ac1b" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/apple-mixed-reality-headset-9213ac1b</a> <a href="https://twitter.com/PalmerLuckey/status/1657828947877560323" target="_blank" rel="noreferrer noopener">https://twitter.com/PalmerLuckey/status/1657828947877560323</a> <a href="https://twitter.com/DavidSacks/status/1658955195450286081" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1658955195450286081</a> <a href="https://www.foxnews.com/us/witness-jordan-neely-chokehold-death-calls-daniel-penny-hero" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/us/witness-jordan-neely-chokehold-death-calls-daniel-penny-hero</a> <a href="https://www.reddit.com/r/nyc/comments/1njfls/try_to_stay_away_from_the_michael_jackson" target="_blank" rel="noreferrer noopener"> https://www.reddit.com/r/nyc/comments/1njfls/try_to_stay_away_from_the_michael_jackson</a> <a href="https://en.wikipedia.org/wiki/1984_New_York_City_Subway_shooting" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/1984_New_York_City_Subway_shooting</a> <a href="https://en.wikipedia.org/wiki/Guardian_Angels" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Guardian_Angels</a> <a href="https://www.messynessychic.com/2019/03/26/in-the-shadows-with-nycs-self-styled-guardian-angels" target="_blank" rel="noreferrer noopener"> https://www.messynessychic.com/2019/03/26/in-the-shadows-with-nycs-self-styled-guardian-angels</a> <a href="https://www.eviemagazine.com/post/media-falsely-representing-jordan-neely-10-year-old-photos-crucial-information" target="_blank" rel="noreferrer noopener"> https://www.eviemagazine.com/post/media-falsely-representing-jordan-neely-10-year-old-photos-crucial-information</a> <a href="https://twitter.com/Jason/status/1655716240500080640" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1655716240500080640</a> <a href="https://www.foxnews.com/politics/george-soros-son-visited-white-house-dozen-times-since-biden-took-office-records-show" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/politics/george-soros-son-visited-white-house-dozen-times-since-biden-took-office-records-show</a>]]></description><guid isPermaLink="false">1de5f242-454f-4e29-90cc-755eafe057c0</guid><pubDate>Fri, 19 May 2023 21:12:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246029/allin_e129.mp3" length="126842087" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/4b928e68-2c57-4e2b-b436-2446881325ff/4b928e68-2c57-4e2b-b436-2446881325ff.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4b928e68-2c57-4e2b-b436-2446881325ff/4b928e68-2c57-4e2b-b436-2446881325ff.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4b928e68-2c57-4e2b-b436-2446881325ff/4b928e68-2c57-4e2b-b436-2446881325ff.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angle, "preemptive regulation," how AI relates to...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit (43:33) Elon hires new Twitter CEO (48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics (1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies (1:07:45) Residential and commercial real estate headwinds (1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death (1:24:20) Soros political motivations for backing progressive DAs Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/</a> <a href="https://twitter.com/chamath/status/1658913074106236931" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1658913074106236931</a> <a href="https://www.mosaicml.com/blog/mpt-7b" target="_blank" rel="noreferrer noopener">https://www.mosaicml.com/blog/mpt-7b</a> <a href="https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard" target="_blank" rel="noreferrer noopener">https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard</a> <a href="https://artificialintelligenceact.eu" target="_blank" rel="noreferrer noopener">https://artificialintelligenceact.eu</a> <a href="https://futurism.com/the-byte/warren-buffett-ai-atom-bomb" target="_blank" rel="noreferrer noopener">https://futurism.com/the-byte/warren-buffett-ai-atom-bomb</a> <a href="https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html</a> <a href="https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499</a> <a href="https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf" target="_blank" rel="noreferrer noopener"> https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf</a> <a href="https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5285</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E128: Google enters AI wars, Druck's warning, Trump crushes CNN &amp; more</title><link>https://www.spreaker.com/episode/e128-google-enters-ai-wars-druck-s-warning-trump-crushes-cnn-more--75246085</link><description><![CDATA[(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 (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy accusations (49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential (1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show! Register for All-In Summit 2023:  <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://blog.google/technology/ai/google-palm-2-ai-large-language-model" target="_blank" rel="noreferrer noopener"> https://blog.google/technology/ai/google-palm-2-ai-large-language-model</a> <a href="https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud" target="_blank" rel="noreferrer noopener"> https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud</a> <a href="https://www.google.com/finance/quote/GOOGL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOGL:NASDAQ</a> <a href="https://hedgefollow.com/funds/Duquesne+Family+Office" target="_blank" rel="noreferrer noopener">https://hedgefollow.com/funds/Duquesne+Family+Office</a> <a href="https://twitter.com/joincolossus/status/1656258955780456448" target="_blank" rel="noreferrer noopener">https://twitter.com/joincolossus/status/1656258955780456448</a> <a href="https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety</a> <a href="https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html</a> <a href="https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf" target="_blank" rel="noreferrer noopener"> https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf</a> <a href="https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed</a> <a href="https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa" target="_blank" rel="noreferrer noopener">https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa</a> <a href="https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html</a> <a href="https://twitter.com/JoshWalkos/status/1655748898357477379" target="_blank" rel="noreferrer noopener">https://twitter.com/JoshWalkos/status/1655748898357477379</a> <a href="https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency" target="_blank" rel="noreferrer noopener"> https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency</a> <a href="https://www.youtube.com/watch?v=KrjL_TSOFrI" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=KrjL_TSOFrI</a> <a href="https://twitter.com/PodiumDotPage/status/1656315157952200704" target="_blank" rel="noreferrer noopener">https://twitter.com/PodiumDotPage/status/1656315157952200704</a>]]></description><guid isPermaLink="false">9775c29a-12cc-4e6e-994b-dc89c68116ac</guid><pubDate>Fri, 12 May 2023 19:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246085/allin_e128_1.mp3" length="114237338" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/a7e47103-d652-4d5b-96f2-023620eb1c25/a7e47103-d652-4d5b-96f2-023620eb1c25.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a7e47103-d652-4d5b-96f2-023620eb1c25/a7e47103-d652-4d5b-96f2-023620eb1c25.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a7e47103-d652-4d5b-96f2-023620eb1c25/a7e47103-d652-4d5b-96f2-023620eb1c25.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy...</itunes:subtitle><itunes:summary><![CDATA[(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 (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy accusations (49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential (1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show! Register for All-In Summit 2023:  <a href="https://summit.allinpodcast.co" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://blog.google/technology/ai/google-palm-2-ai-large-language-model" target="_blank" rel="noreferrer noopener"> https://blog.google/technology/ai/google-palm-2-ai-large-language-model</a> <a href="https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud" target="_blank" rel="noreferrer noopener"> https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud</a> <a href="https://www.google.com/finance/quote/GOOGL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOGL:NASDAQ</a> <a href="https://hedgefollow.com/funds/Duquesne+Family+Office" target="_blank" rel="noreferrer noopener">https://hedgefollow.com/funds/Duquesne+Family+Office</a> <a href="https://twitter.com/joincolossus/status/1656258955780456448" target="_blank" rel="noreferrer noopener">https://twitter.com/joincolossus/status/1656258955780456448</a> <a href="https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety</a> <a href="https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html</a> <a href="https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf" target="_blank" rel="noreferrer noopener"> https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf</a> <a href="https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4760</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties</title><link>https://www.spreaker.com/episode/e127-presidential-candidate-robert-f-kennedy-jr-in-conversation-with-the-besties--75245921</link><description><![CDATA[(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 / China (18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling (33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture" (46:04) COVID: mishandling, more "agency capture," vaccine policy (55:10) Broader thoughts on vaccines in general (1:05:54) Energy policy: thoughts on nuclear (1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools (1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers (1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics (1:40:37) The Besties do a post-interview debrief (1:57:30) Announcing All-In Summit 2023! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Robert F. Kennedy Jr: <a href="https://twitter.com/RobertKennedyJr" target="_blank" rel="noreferrer noopener">https://twitter.com/RobertKennedyJr</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">26fa97bd-5955-4778-a87b-5591ae6b80f4</guid><pubDate>Fri, 05 May 2023 21:44:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245921/allin_e127.mp3" length="175358975" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/896091a7-8c30-4ade-9e7d-2f8d85dc79da/896091a7-8c30-4ade-9e7d-2f8d85dc79da.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/896091a7-8c30-4ade-9e7d-2f8d85dc79da/896091a7-8c30-4ade-9e7d-2f8d85dc79da.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/896091a7-8c30-4ade-9e7d-2f8d85dc79da/896091a7-8c30-4ade-9e7d-2f8d85dc79da.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 / China (18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling (33:22) US...</itunes:subtitle><itunes:summary><![CDATA[(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 / China (18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling (33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture" (46:04) COVID: mishandling, more "agency capture," vaccine policy (55:10) Broader thoughts on vaccines in general (1:05:54) Energy policy: thoughts on nuclear (1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools (1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers (1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics (1:40:37) The Besties do a post-interview debrief (1:57:30) Announcing All-In Summit 2023! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow Robert F. Kennedy Jr: <a href="https://twitter.com/RobertKennedyJr" target="_blank" rel="noreferrer noopener">https://twitter.com/RobertKennedyJr</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>7307</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race &amp; more</title><link>https://www.spreaker.com/episode/e126-big-tech-blow-out-powell-s-recession-warning-lab-grown-meat-rfk-jr-shakes-up-race-more--75245940</link><description><![CDATA[(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, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and major constraints (1:06:47) Quick earnings button and RFK Jr's presidential bid Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://twitter.com/GavinSBaker</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html</a> <a href="https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html</a> <a href="https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html</a> <a href="https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power</a> <a href="https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc" target="_blank" rel="noreferrer noopener"> https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc</a> <a href="https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky" target="_blank" rel="noreferrer noopener"> https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html" target="_blank" rel="noreferrer noopener"> https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html</a> <a href="https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd</a> <a href="https://twitter.com/friedberg/status/1651371655774584832" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1651371655774584832</a> <a href="https://twitter.com/mckaywrigley/status/1651291367224807424" target="_blank" rel="noreferrer noopener">https://twitter.com/mckaywrigley/status/1651291367224807424</a> <a href="https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea</a> <a href="https://twitter.com/Jason/status/1650974906916671493" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1650974906916671493</a> <a href="https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say" target="_blank" rel="noreferrer noopener"> https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say</a> <a href="https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab</a> <a href="https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html</a> <a href="https://twitter.com/RobertKennedyJr/status/1649190840198209537" target="_blank" rel="noreferrer noopener">https://twitter.com/RobertKennedyJr/status/1649190840198209537</a>  ]]></description><guid isPermaLink="false">b32a66d6-8ffe-4ee6-a358-0f5e9f7597b1</guid><pubDate>Fri, 28 Apr 2023 19:07:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245940/allin_e126.mp3" length="109703367" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/671a75fb-cffe-443b-afc0-5324aa98a372/671a75fb-cffe-443b-afc0-5324aa98a372.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/671a75fb-cffe-443b-afc0-5324aa98a372/671a75fb-cffe-443b-afc0-5324aa98a372.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/671a75fb-cffe-443b-afc0-5324aa98a372/671a75fb-cffe-443b-afc0-5324aa98a372.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat:...</itunes:subtitle><itunes:summary><![CDATA[(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, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and major constraints (1:06:47) Quick earnings button and RFK Jr's presidential bid Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/GavinSBaker" target="_blank" rel="noreferrer noopener">https://twitter.com/GavinSBaker</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html</a> <a href="https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html</a> <a href="https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html</a> <a href="https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power</a> <a href="https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc" target="_blank" rel="noreferrer noopener"> https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc</a> <a href="https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky" target="_blank" rel="noreferrer noopener"> https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html" target="_blank" rel="noreferrer noopener"> https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html</a> <a href="https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4571</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion</title><link>https://www.spreaker.com/episode/e125-spacex-launch-fox-news-settlement-zombie-corn-exodus-to-ai-late-stage-implosion--75245867</link><description><![CDATA[(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 (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm" (53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds (1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/GavinSBaker/status/1649107858267439108" target="_blank" rel="noreferrer noopener">https://twitter.com/GavinSBaker/status/1649107858267439108</a> <a href="https://www.bbc.com/news/science-environment-65294084" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/science-environment-65294084</a> <a href="https://twitter.com/thePrimalSpace/status/1649051677377560578" target="_blank" rel="noreferrer noopener">https://twitter.com/thePrimalSpace/status/1649051677377560578</a> <a href="https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf</a> <a href="https://twitter.com/elonmusk/status/1533408313894912001" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1533408313894912001</a> <a href="https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27</a> <a href="https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit</a> <a href="https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094" target="_blank" rel="noreferrer noopener"> https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094</a> <a href="https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484</a> <a href="https://twitter.com/KanekoaTheGreat/status/1648462770936115202" target="_blank" rel="noreferrer noopener">https://twitter.com/KanekoaTheGreat/status/1648462770936115202</a> <a href="https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html</a> <a href="https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html</a> <a href="https://twitter.com/chamath/status/1647010187377774596" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1647010187377774596</a> <a href="https://en.wikipedia.org/wiki/Dal%C3%ADland-" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Dal%C3%ADland-</a> <a href="https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html</a> <a href="https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp" target="_blank" rel="noreferrer noopener"> https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp</a> <a href="https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023" target="_blank" rel="noreferrer noopener"> https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023</a> <a href="https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss</a> <a href="https://en.wikipedia.org/wiki/Greater_fool_theory" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Greater_fool_theory</a> <a href="https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data" target="_blank" rel="noreferrer noopener"> https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data</a> <a href="https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong</a> <a href="https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html" target="_blank" rel="noreferrer noopener"> https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html</a> <a href="https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll</a>]]></description><guid isPermaLink="false">82429432-a65c-46e3-b125-f3d78fc554b4</guid><pubDate>Fri, 21 Apr 2023 21:07:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245867/allin_e125_1.mp3" length="142833234" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/365656c1-cc7f-4d81-b77c-ddc0f70446d5/365656c1-cc7f-4d81-b77c-ddc0f70446d5.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/365656c1-cc7f-4d81-b77c-ddc0f70446d5/365656c1-cc7f-4d81-b77c-ddc0f70446d5.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/365656c1-cc7f-4d81-b77c-ddc0f70446d5/365656c1-cc7f-4d81-b77c-ddc0f70446d5.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will...</itunes:subtitle><itunes:summary><![CDATA[(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 (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm" (53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds (1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/GavinSBaker/status/1649107858267439108" target="_blank" rel="noreferrer noopener">https://twitter.com/GavinSBaker/status/1649107858267439108</a> <a href="https://www.bbc.com/news/science-environment-65294084" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/science-environment-65294084</a> <a href="https://twitter.com/thePrimalSpace/status/1649051677377560578" target="_blank" rel="noreferrer noopener">https://twitter.com/thePrimalSpace/status/1649051677377560578</a> <a href="https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf</a> <a href="https://twitter.com/elonmusk/status/1533408313894912001" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1533408313894912001</a> <a href="https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27</a> <a href="https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit</a> <a href="https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094" target="_blank" rel="noreferrer noopener"> https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094</a> <a href="https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484</a> <a href="https://twitter.com/KanekoaTheGreat/status/1648462770936115202" target="_blank" rel="noreferrer noopener">https://twitter.com/KanekoaTheGreat/status/1648462770936115202</a> <a href="https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html</a> <a href="https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html" target="_blank"...]]></itunes:summary><itunes:duration>5952</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update</title><link>https://www.spreaker.com/episode/e124-autogpt-s-massive-potential-and-risk-ai-regulation-bob-lee-sf-update--75246209</link><description><![CDATA[(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 to regulate AI? (1:12:35) Bob Lee update, recent SF chaos Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.allinmeetups.io/ep125" target="_blank" rel="noreferrer noopener">https://www.allinmeetups.io/ep125</a> <a href="https://github.com/Torantulino/Auto-GPT" target="_blank" rel="noreferrer noopener">https://github.com/Torantulino/Auto-GPT</a> <a href="https://arxiv.org/pdf/2304.03442.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2304.03442.pdf</a> <a href="https://twitter.com/chamath/status/1645848531280998400" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1645848531280998400</a> <a href="https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431" target="_blank" rel="noreferrer noopener"> https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431</a> <a href="https://twitter.com/ammaar/status/1645934107304787968" target="_blank" rel="noreferrer noopener">https://twitter.com/ammaar/status/1645934107304787968</a> <a href="https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials" target="_blank" rel="noreferrer noopener"> https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials</a> <a href="https://research.runwayml.com/gen2" target="_blank" rel="noreferrer noopener">https://research.runwayml.com/gen2</a> <a href="https://twitter.com/wonderdynamics/status/1633627396971827200" target="_blank" rel="noreferrer noopener">https://twitter.com/wonderdynamics/status/1633627396971827200</a> <a href="https://twitter.com/DavidShowalter_/status/1645150966511988742" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidShowalter_/status/1645150966511988742</a> <a href="https://twitter.com/aloezeus/status/1645141925157060608" target="_blank" rel="noreferrer noopener">https://twitter.com/aloezeus/status/1645141925157060608</a> <a href="https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai" target="_blank" rel="noreferrer noopener"> https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai</a> <a href="https://twitter.com/mckaywrigley/status/1646596881420783619" target="_blank" rel="noreferrer noopener">https://twitter.com/mckaywrigley/status/1646596881420783619</a> <a href="https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29</a> <a href="https://www.kron4.com/news/bay-area/video-shows-ex-sf-fire-commissioner-assaulted-with-pipe-in-marina-district" target="_blank" rel="noreferrer noopener"> https://www.kron4.com/news/bay-area/video-shows-ex-sf-fire-commissioner-assaulted-with-pipe-in-marina-district</a> <a href="https://twitter.com/activeasian/status/1644547881519681537" target="_blank" rel="noreferrer noopener">https://twitter.com/activeasian/status/1644547881519681537</a> <a href="https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html</a> <a href="https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing" target="_blank" rel="noreferrer noopener"> https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing</a> <a href="https://twitter.com/davidsacks/status/1645969773153636352" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1645969773153636352</a> <a href="https://twitter.com/AaronPeskin/status/1645896541893439489" target="_blank" rel="noreferrer noopener">https://twitter.com/AaronPeskin/status/1645896541893439489</a> <a href="https://sfchamber.com/citybeat-2022-press-release" target="_blank" rel="noreferrer noopener">https://sfchamber.com/citybeat-2022-press-release</a> <a href="https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages" target="_blank" rel="noreferrer noopener"> https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages</a> <a href="https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php" target="_blank" rel="noreferrer noopener"> https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php</a>]]></description><guid isPermaLink="false">b31ab843-1466-4085-a3b7-8e10e6879d66</guid><pubDate>Fri, 14 Apr 2023 08:39:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246209/allin_e124.mp3" length="134079834" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/6535486b-4894-4551-ac53-dceaf8d7f5d6/6535486b-4894-4551-ac53-dceaf8d7f5d6.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6535486b-4894-4551-ac53-dceaf8d7f5d6/6535486b-4894-4551-ac53-dceaf8d7f5d6.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6535486b-4894-4551-ac53-dceaf8d7f5d6/6535486b-4894-4551-ac53-dceaf8d7f5d6.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 to regulate AI? (1:12:35) Bob Lee update, recent SF chaos Follow the besties:...</itunes:subtitle><itunes:summary><![CDATA[(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 to regulate AI? (1:12:35) Bob Lee update, recent SF chaos Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.allinmeetups.io/ep125" target="_blank" rel="noreferrer noopener">https://www.allinmeetups.io/ep125</a> <a href="https://github.com/Torantulino/Auto-GPT" target="_blank" rel="noreferrer noopener">https://github.com/Torantulino/Auto-GPT</a> <a href="https://arxiv.org/pdf/2304.03442.pdf" target="_blank" rel="noreferrer noopener">https://arxiv.org/pdf/2304.03442.pdf</a> <a href="https://twitter.com/chamath/status/1645848531280998400" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1645848531280998400</a> <a href="https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431" target="_blank" rel="noreferrer noopener"> https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431</a> <a href="https://twitter.com/ammaar/status/1645934107304787968" target="_blank" rel="noreferrer noopener">https://twitter.com/ammaar/status/1645934107304787968</a> <a href="https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials" target="_blank" rel="noreferrer noopener"> https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials</a> <a href="https://research.runwayml.com/gen2" target="_blank" rel="noreferrer noopener">https://research.runwayml.com/gen2</a> <a href="https://twitter.com/wonderdynamics/status/1633627396971827200" target="_blank" rel="noreferrer noopener">https://twitter.com/wonderdynamics/status/1633627396971827200</a> <a href="https://twitter.com/DavidShowalter_/status/1645150966511988742" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidShowalter_/status/1645150966511988742</a> <a href="https://twitter.com/aloezeus/status/1645141925157060608" target="_blank" rel="noreferrer noopener">https://twitter.com/aloezeus/status/1645141925157060608</a> <a href="https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai" target="_blank" rel="noreferrer noopener"> https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai</a> <a href="https://twitter.com/mckaywrigley/status/1646596881420783619" target="_blank" rel="noreferrer noopener">https://twitter.com/mckaywrigley/status/1646596881420783619</a> <a href="https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29</a> <a...]]></itunes:summary><itunes:duration>5587</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee</title><link>https://www.spreaker.com/episode/e123-trump-indictment-de-dollarization-should-vcs-back-chinese-ai-rip-bob-lee--75246142</link><description><![CDATA[(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) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture (1:10:02) RIP Bob Lee, fixing San Francisco Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read</a> <a href="https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html" target="_blank" rel="noreferrer noopener"> https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html</a> <a href="https://anncoulter.substack.com/p/youre-being-played-republicans" target="_blank" rel="noreferrer noopener">https://anncoulter.substack.com/p/youre-being-played-republicans</a> <a href="https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump" target="_blank" rel="noreferrer noopener"> https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump</a> <a href="https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799</a> <a href="https://twitter.com/DavidSacks/status/1638957986138959873" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1638957986138959873</a> <a href="https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states" target="_blank" rel="noreferrer noopener"> https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states</a> <a href="https://www.yahoo.com/now/social-security-funds-could-run-120000267.html" target="_blank" rel="noreferrer noopener"> https://www.yahoo.com/now/social-security-funds-could-run-120000267.html</a> <a href="https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5" target="_blank" rel="noreferrer noopener"> https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href="https://www.longtermtrends.net/us-debt-to-gdp" target="_blank" rel="noreferrer noopener">https://www.longtermtrends.net/us-debt-to-gdp</a> <a href="https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures" target="_blank" rel="noreferrer noopener"> https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures</a> <a href="https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia</a> <a href="https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai</a> <a href="https://twitter.com/rabois/status/1643655946579607565" target="_blank" rel="noreferrer noopener">https://twitter.com/rabois/status/1643655946579607565</a> <a href="https://twitter.com/jarvis_best/status/1643667684247371776" target="_blank" rel="noreferrer noopener">https://twitter.com/jarvis_best/status/1643667684247371776</a> <a href="https://twitter.com/FrancisSuarez/status/1642862135226126338" target="_blank" rel="noreferrer noopener">https://twitter.com/FrancisSuarez/status/1642862135226126338</a> <a href="https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html" target="_blank" rel="noreferrer noopener"> https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html</a>]]></description><guid isPermaLink="false">054a5e7e-f26c-428f-bf5e-a8b50467fc02</guid><pubDate>Fri, 07 Apr 2023 09:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246142/allin_e123_1.mp3" length="125614659" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/55c312fb-fbf0-46c5-bb61-97c2d658cab0/55c312fb-fbf0-46c5-bb61-97c2d658cab0.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/55c312fb-fbf0-46c5-bb61-97c2d658cab0/55c312fb-fbf0-46c5-bb61-97c2d658cab0.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/55c312fb-fbf0-46c5-bb61-97c2d658cab0/55c312fb-fbf0-46c5-bb61-97c2d658cab0.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses...</itunes:subtitle><itunes:summary><![CDATA[(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) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture (1:10:02) RIP Bob Lee, fixing San Francisco Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read</a> <a href="https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html" target="_blank" rel="noreferrer noopener"> https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html</a> <a href="https://anncoulter.substack.com/p/youre-being-played-republicans" target="_blank" rel="noreferrer noopener">https://anncoulter.substack.com/p/youre-being-played-republicans</a> <a href="https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump" target="_blank" rel="noreferrer noopener"> https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump</a> <a href="https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799</a> <a href="https://twitter.com/DavidSacks/status/1638957986138959873" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1638957986138959873</a> <a href="https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states" target="_blank" rel="noreferrer noopener"> https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states</a> <a href="https://www.yahoo.com/now/social-security-funds-could-run-120000267.html" target="_blank" rel="noreferrer noopener"> https://www.yahoo.com/now/social-security-funds-could-run-120000267.html</a> <a href="https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5" target="_blank" rel="noreferrer noopener"> https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a...]]></itunes:summary><itunes:duration>5234</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI &amp; RESTRICT Act</title><link>https://www.spreaker.com/episode/e122-is-ai-the-next-great-computing-platform-chatgpt-vs-google-containing-agi-restrict-act--75245818</link><description><![CDATA[(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 (26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI (50:19) Reaching and containing AGI, AI's impact on job destruction (1:16:35) RESTRICT Act's bait and switch Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e</a> <a href="https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups" target="_blank" rel="noreferrer noopener"> https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups</a> <a href="https://sharegpt.com/c/jGKq34x" target="_blank" rel="noreferrer noopener">https://sharegpt.com/c/jGKq34x</a> <a href="https://openai.com/blog/chatgpt-plugins" target="_blank" rel="noreferrer noopener">https://openai.com/blog/chatgpt-plugins</a> <a href="https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai</a> <a href="https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg" target="_blank" rel="noreferrer noopener">https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg</a> <a href="https://futureoflife.org/open-letter/pause-giant-ai-experiments" target="_blank" rel="noreferrer noopener">https://futureoflife.org/open-letter/pause-giant-ai-experiments</a> <a href="https://twitter.com/peakcooper/status/1639716822680236032" target="_blank" rel="noreferrer noopener">https://twitter.com/peakcooper/status/1639716822680236032</a> <a href="https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job" target="_blank" rel="noreferrer noopener"> https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job</a> <a href="https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns" target="_blank" rel="noreferrer noopener"> https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns</a>]]></description><guid isPermaLink="false">b106ad4a-7ed6-42f1-9b73-b5576e6ebb7c</guid><pubDate>Fri, 31 Mar 2023 08:07:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245818/allin_e122.mp3" length="121643131" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/4d3f8c0b-ed22-4200-9f21-5cc33115e7ce/4d3f8c0b-ed22-4200-9f21-5cc33115e7ce.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4d3f8c0b-ed22-4200-9f21-5cc33115e7ce/4d3f8c0b-ed22-4200-9f21-5cc33115e7ce.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4d3f8c0b-ed22-4200-9f21-5cc33115e7ce/4d3f8c0b-ed22-4200-9f21-5cc33115e7ce.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 (26:31) Will generative AI be more important than mobile and the internet itself? Making the case...</itunes:subtitle><itunes:summary><![CDATA[(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 (26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI (50:19) Reaching and containing AGI, AI's impact on job destruction (1:16:35) RESTRICT Act's bait and switch Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e</a> <a href="https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups" target="_blank" rel="noreferrer noopener"> https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups</a> <a href="https://sharegpt.com/c/jGKq34x" target="_blank" rel="noreferrer noopener">https://sharegpt.com/c/jGKq34x</a> <a href="https://openai.com/blog/chatgpt-plugins" target="_blank" rel="noreferrer noopener">https://openai.com/blog/chatgpt-plugins</a> <a href="https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai</a> <a href="https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg" target="_blank" rel="noreferrer noopener">https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg</a> <a href="https://futureoflife.org/open-letter/pause-giant-ai-experiments" target="_blank" rel="noreferrer noopener">https://futureoflife.org/open-letter/pause-giant-ai-experiments</a> <a href="https://twitter.com/peakcooper/status/1639716822680236032" target="_blank" rel="noreferrer noopener">https://twitter.com/peakcooper/status/1639716822680236032</a> <a href="https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job" target="_blank" rel="noreferrer noopener"> https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job</a> <a href="https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns" target="_blank" rel="noreferrer noopener"> https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns</a>]]></itunes:summary><itunes:duration>5069</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame &amp; more</title><link>https://www.spreaker.com/episode/e121-macro-update-fed-hike-cre-debt-bubble-balaji-s-bitcoin-bet-tiktok-s-endgame-more--75246036</link><description><![CDATA[(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) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance (1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US? (1:25:46) Relativity Space shoutout and bestie wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f</a> <a href="https://twitter.com/scottrechler/status/1638534824808923136" target="_blank" rel="noreferrer noopener">https://twitter.com/scottrechler/status/1638534824808923136</a> <a href="https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba</a> <a href="https://twitter.com/elonmusk/status/1636928718173003776" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1636928718173003776</a> <a href="https://fred.stlouisfed.org/series/WGS10YR" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/WGS10YR</a> <a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676" target="_blank" rel="noreferrer noopener">https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676</a> <a href="https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php" target="_blank" rel="noreferrer noopener"> https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php</a> <a href="https://twitter.com/boazweinstein/status/1638964105917890561" target="_blank" rel="noreferrer noopener">https://twitter.com/boazweinstein/status/1638964105917890561</a> <a href="https://twitter.com/mr_derivatives/status/1638772846326583296" target="_blank" rel="noreferrer noopener">https://twitter.com/mr_derivatives/status/1638772846326583296</a> <a href="https://twitter.com/DavidSacks/status/1638957986138959873" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1638957986138959873</a> <a href="https://twitter.com/balajis/status/1636797265317867520" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1636797265317867520</a> <a href="https://twitter.com/balajis/status/1222921758375927808" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1222921758375927808</a> <a href="https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote" target="_blank" rel="noreferrer noopener"> https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote</a> <a href="https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html</a> <a href="https://www.piratewires.com/p/2023-banking-crisis" target="_blank" rel="noreferrer noopener">https://www.piratewires.com/p/2023-banking-crisis</a> <a href="https://twitter.com/balajis/status/1448455115271143424" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1448455115271143424</a> <a href="https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered" target="_blank" rel="noreferrer noopener"> https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered</a> <a href="https://twitter.com/markgags/status/802597908033966081" target="_blank" rel="noreferrer noopener">https://twitter.com/markgags/status/802597908033966081</a> <a href="https://twitter.com/relativityspace/status/1638753739128315906" target="_blank" rel="noreferrer noopener">https://twitter.com/relativityspace/status/1638753739128315906</a>]]></description><guid isPermaLink="false">22edf423-4360-4b63-911c-740da0eb053c</guid><pubDate>Fri, 24 Mar 2023 09:29:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246036/allin_e121.mp3" length="136043599" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/c9a43451-13f6-4973-a8cd-3a043f921547/c9a43451-13f6-4973-a8cd-3a043f921547.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/c9a43451-13f6-4973-a8cd-3a043f921547/c9a43451-13f6-4973-a8cd-3a043f921547.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/c9a43451-13f6-4973-a8cd-3a043f921547/c9a43451-13f6-4973-a8cd-3a043f921547.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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) Should the commercial real estate sector receive a similar treatment as regional banks? Math and...</itunes:subtitle><itunes:summary><![CDATA[(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) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance (1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US? (1:25:46) Relativity Space shoutout and bestie wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f</a> <a href="https://twitter.com/scottrechler/status/1638534824808923136" target="_blank" rel="noreferrer noopener">https://twitter.com/scottrechler/status/1638534824808923136</a> <a href="https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba</a> <a href="https://twitter.com/elonmusk/status/1636928718173003776" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1636928718173003776</a> <a href="https://fred.stlouisfed.org/series/WGS10YR" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/WGS10YR</a> <a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676" target="_blank" rel="noreferrer noopener">https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676</a> <a href="https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php" target="_blank" rel="noreferrer noopener"> https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php</a> <a href="https://twitter.com/boazweinstein/status/1638964105917890561" target="_blank" rel="noreferrer noopener">https://twitter.com/boazweinstein/status/1638964105917890561</a> <a href="https://twitter.com/mr_derivatives/status/1638772846326583296" target="_blank" rel="noreferrer noopener">https://twitter.com/mr_derivatives/status/1638772846326583296</a> <a href="https://twitter.com/DavidSacks/status/1638957986138959873" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1638957986138959873</a> <a href="https://twitter.com/balajis/status/1636797265317867520" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1636797265317867520</a> <a href="https://twitter.com/balajis/status/1222921758375927808" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1222921758375927808</a> <a href="https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5669</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E120: Banking crisis and the great VC reset</title><link>https://www.spreaker.com/episode/e120-banking-crisis-and-the-great-vc-reset--75246252</link><description><![CDATA[(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, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team (1:08:36) Science corner: Superconductors (1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk</a> <a href="https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e</a> <a href="https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e</a> <a href="https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients</a> <a href="https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr</a> <a href="https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote</a> <a href="https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut" target="_blank" rel="noreferrer noopener"> https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut</a> <a href="https://www.bbc.com/news/uk-england-london-64968795" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/uk-england-london-64968795</a> <a href="https://www.treasurydirect.gov" target="_blank" rel="noreferrer noopener">https://www.treasurydirect.gov</a> <a href="https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel</a> <a href="https://www.axios.com/2023/03/15/stripe-50-billion" target="_blank" rel="noreferrer noopener">https://www.axios.com/2023/03/15/stripe-50-billion</a> <a href="https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3</a> <a href="https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade</a> <a href="https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments</a> <a href="https://twitter.com/Jason/status/1633570102326202368" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1633570102326202368</a> <a href="https://www.nature.com/articles/s41586-023-05742-0" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41586-023-05742-0</a> <a href="https://youtu.be/4lE8QWtrEvQ" target="_blank" rel="noreferrer noopener">https://youtu.be/4lE8QWtrEvQ</a> <a href="https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392</a>]]></description><guid isPermaLink="false">cb5c276e-15fa-4df4-95dc-10f2ca4af0c5</guid><pubDate>Fri, 17 Mar 2023 05:16:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246252/allin_e120.mp3" length="129722402" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/d4dfbda4-304a-4429-8ad1-c340f6cb5ed4/d4dfbda4-304a-4429-8ad1-c340f6cb5ed4.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/d4dfbda4-304a-4429-8ad1-c340f6cb5ed4/d4dfbda4-304a-4429-8ad1-c340f6cb5ed4.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/d4dfbda4-304a-4429-8ad1-c340f6cb5ed4/d4dfbda4-304a-4429-8ad1-c340f6cb5ed4.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's...</itunes:subtitle><itunes:summary><![CDATA[(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, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team (1:08:36) Science corner: Superconductors (1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk</a> <a href="https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e</a> <a href="https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e</a> <a href="https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients</a> <a href="https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr</a> <a href="https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote</a> <a href="https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut" target="_blank" rel="noreferrer noopener"> https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut</a> <a href="https://www.bbc.com/news/uk-england-london-64968795" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/uk-england-london-64968795</a> <a href="https://www.treasurydirect.gov" target="_blank" rel="noreferrer noopener">https://www.treasurydirect.gov</a> <a href="https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel</a> <a href="https://www.axios.com/2023/03/15/stripe-50-billion" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5405</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more</title><link>https://www.spreaker.com/episode/e119-silicon-valley-bank-implodes-startup-extinction-event-contagion-risk-culpability-and-more--75246030</link><description><![CDATA[(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, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.fdic.gov/news/press-releases/2023/pr23016.html" target="_blank" rel="noreferrer noopener">https://www.fdic.gov/news/press-releases/2023/pr23016.html</a> <a href="https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf" target="_blank" rel="noreferrer noopener"> https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf</a> <a href="https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf" target="_blank" rel="noreferrer noopener"> https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf</a> <a href="https://twitter.com/garrytan/status/1634260576431136768" target="_blank" rel="noreferrer noopener">https://twitter.com/garrytan/status/1634260576431136768</a> <a href="https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk</a> <a href="https://www.youtube.com/watch?v=Ymo6Yzjv_KY" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=Ymo6Yzjv_KY</a> <a href="https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge</a> <a href="https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy</a> <a href="https://twitter.com/Rippling/status/1634201986894577665" target="_blank" rel="noreferrer noopener">https://twitter.com/Rippling/status/1634201986894577665</a> <a href="https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program</a> <a href="https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4</a> <a href="https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09" target="_blank" rel="noreferrer noopener"> https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09</a> <a href="https://www.google.com/finance/quote/IAT:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/IAT:NYSEARCA</a>]]></description><guid isPermaLink="false">305a2a4e-be1b-4d59-8e7e-3dc6f0539222</guid><pubDate>Sat, 11 Mar 2023 15:46:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246030/allin_e119.mp3" length="128805452" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/836f99f8-a8a8-48f7-8724-f6b1a42b7f17/836f99f8-a8a8-48f7-8724-f6b1a42b7f17.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/836f99f8-a8a8-48f7-8724-f6b1a42b7f17/836f99f8-a8a8-48f7-8724-f6b1a42b7f17.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/836f99f8-a8a8-48f7-8724-f6b1a42b7f17/836f99f8-a8a8-48f7-8724-f6b1a42b7f17.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC...</itunes:subtitle><itunes:summary><![CDATA[(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, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.fdic.gov/news/press-releases/2023/pr23016.html" target="_blank" rel="noreferrer noopener">https://www.fdic.gov/news/press-releases/2023/pr23016.html</a> <a href="https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf" target="_blank" rel="noreferrer noopener"> https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf</a> <a href="https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf" target="_blank" rel="noreferrer noopener"> https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf</a> <a href="https://twitter.com/garrytan/status/1634260576431136768" target="_blank" rel="noreferrer noopener">https://twitter.com/garrytan/status/1634260576431136768</a> <a href="https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk</a> <a href="https://www.youtube.com/watch?v=Ymo6Yzjv_KY" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=Ymo6Yzjv_KY</a> <a href="https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge</a> <a href="https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy</a> <a href="https://twitter.com/Rippling/status/1634201986894577665" target="_blank" rel="noreferrer noopener">https://twitter.com/Rippling/status/1634201986894577665</a> <a href="https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program</a> <a href="https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4</a> <a...]]></itunes:summary><itunes:duration>5367</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China &amp; more with Brad Gerstner</title><link>https://www.spreaker.com/episode/e118-ai-fomo-frenzy-macro-update-fox-vs-dominion-us-vs-china-more-with-brad-gerstner--75245989</link><description><![CDATA[(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 update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom (1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China (1:34:33) Ukraine update: China's peace proposal, US strategy (1:46:34) Harvard legacy admissions, Draymond Green on Black History Month (1:50:01) Stripe chart errata, bestie wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506</a> <a href="https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview" target="_blank" rel="noreferrer noopener"> https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview</a> <a href="https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence" target="_blank" rel="noreferrer noopener"> https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence</a> <a href="https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979" target="_blank" rel="noreferrer noopener"> https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979</a> <a href="https://openai.com/blog/introducing-chatgpt-and-whisper-apis" target="_blank" rel="noreferrer noopener">https://openai.com/blog/introducing-chatgpt-and-whisper-apis</a> <a href="https://twitter.com/heykahn/status/1628453782177865728" target="_blank" rel="noreferrer noopener">https://twitter.com/heykahn/status/1628453782177865728</a> <a href="https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466</a> <a href="https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d</a> <a href="https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg" target="_blank" rel="noreferrer noopener">https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg</a> <a href="https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede" target="_blank" rel="noreferrer noopener"> https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede</a> <a href="https://www.google.com/finance/quote/CRM:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/CRM:NYSE</a> <a href="https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf" target="_blank" rel="noreferrer noopener"> https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf</a> <a href="https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript</a> <a href="https://twitter.com/altcap/status/1631361678582611970" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap/status/1631361678582611970</a> <a href="https://www.investopedia.com/articles/06/fas123r.asp" target="_blank" rel="noreferrer noopener">https://www.investopedia.com/articles/06/fas123r.asp</a> <a href="https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0</a> <a href="https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01</a> <a href="https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27</a> <a href="https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611</a> <a href="https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now" target="_blank" rel="noreferrer noopener"> https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now</a> <a href="https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188</a> <a href="https://twitter.com/wikileaks/status/1496886759665586177" target="_blank" rel="noreferrer noopener">https://twitter.com/wikileaks/status/1496886759665586177</a> <a href="https://twitter.com/deloreshandy/status/1629516350602264582" target="_blank" rel="noreferrer noopener">https://twitter.com/deloreshandy/status/1629516350602264582</a> <a href="https://www.nber.org/system/files/working_papers/w26316/w26316.pdf" target="_blank" rel="noreferrer noopener"> https://www.nber.org/system/files/working_papers/w26316/w26316.pdf</a> <a href="https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year" target="_blank" rel="noreferrer noopener"> https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year</a> <a href="https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take</a> <a href="https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled" target="_blank" rel="noreferrer noopener"> https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled</a>]]></description><guid isPermaLink="false">6fd45cd8-f7bb-4053-8e9d-8d6dbb63c7e1</guid><pubDate>Fri, 03 Mar 2023 18:43:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245989/allin_e118.mp3" length="167643548" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/4ece8b22-7f2f-4bfe-b3ba-059e3ebfe0da/4ece8b22-7f2f-4bfe-b3ba-059e3ebfe0da.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4ece8b22-7f2f-4bfe-b3ba-059e3ebfe0da/4ece8b22-7f2f-4bfe-b3ba-059e3ebfe0da.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4ece8b22-7f2f-4bfe-b3ba-059e3ebfe0da/4ece8b22-7f2f-4bfe-b3ba-059e3ebfe0da.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(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 update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner...</itunes:subtitle><itunes:summary><![CDATA[(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 update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom (1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China (1:34:33) Ukraine update: China's peace proposal, US strategy (1:46:34) Harvard legacy admissions, Draymond Green on Black History Month (1:50:01) Stripe chart errata, bestie wrap! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506</a> <a href="https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview" target="_blank" rel="noreferrer noopener"> https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview</a> <a href="https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence" target="_blank" rel="noreferrer noopener"> https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence</a> <a href="https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979" target="_blank" rel="noreferrer noopener"> https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979</a> <a href="https://openai.com/blog/introducing-chatgpt-and-whisper-apis" target="_blank" rel="noreferrer noopener">https://openai.com/blog/introducing-chatgpt-and-whisper-apis</a> <a href="https://twitter.com/heykahn/status/1628453782177865728" target="_blank" rel="noreferrer noopener">https://twitter.com/heykahn/status/1628453782177865728</a> <a href="https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466</a> <a href="https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d</a> <a href="https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg" target="_blank" rel="noreferrer noopener">https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg</a> <a...]]></itunes:summary><itunes:duration>6985</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move</title><link>https://www.spreaker.com/episode/e117-did-stripe-miss-its-window-plus-vc-market-update-ai-comes-for-saas-trump-s-savvy-move--75246203</link><description><![CDATA[(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple (29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved (39:05) AI's outsized impact on SaaS and real-world businesses (55:16) Advice from Steve Jobs on customer-first product development, Section 230 update (1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position (1:14:24) Tinfoil hat corner (1:23:25) Bestie wrap up! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors</a> <a href="https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate</a> <a href="https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public</a> <a href="https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9" target="_blank" rel="noreferrer noopener"> https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9</a> <a href="https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200</a> <a href="https://twitter.com/tylertringas/status/1627449217294958592" target="_blank" rel="noreferrer noopener">https://twitter.com/tylertringas/status/1627449217294958592</a> <a href="https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next" target="_blank" rel="noreferrer noopener"> https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next</a> <a href="https://twitter.com/Jason/status/1628851245644644352" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1628851245644644352</a> <a href="https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt" target="_blank" rel="noreferrer noopener"> https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt</a> <a href="https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230" target="_blank" rel="noreferrer noopener"> https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230</a> <a href="https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine</a> <a href="https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv</a> <a href="https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html" target="_blank" rel="noreferrer noopener"> https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html</a> <a href="https://twitter.com/nytimes/status/1626984889449959430" target="_blank" rel="noreferrer noopener">https://twitter.com/nytimes/status/1626984889449959430</a> <a href="https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html</a> <a href="https://www.bbc.com/news/world-europe-26079957" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/world-europe-26079957</a> <a href="https://openai.com/blog/how-should-ai-systems-behave" target="_blank" rel="noreferrer noopener">https://openai.com/blog/how-should-ai-systems-behave</a>]]></description><guid isPermaLink="false">afcc5139-d34e-45e9-9651-bf1e06131a87</guid><pubDate>Fri, 24 Feb 2023 20:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246203/allin_e117.mp3" length="131801074" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/863459fb-b1b7-4e76-88a7-82391fa8860d/863459fb-b1b7-4e76-88a7-82391fa8860d.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/863459fb-b1b7-4e76-88a7-82391fa8860d/863459fb-b1b7-4e76-88a7-82391fa8860d.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/863459fb-b1b7-4e76-88a7-82391fa8860d/863459fb-b1b7-4e76-88a7-82391fa8860d.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple (29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved (39:05) AI's outsized impact on SaaS and real-world businesses (55:16) Advice from Steve Jobs on customer-first product development, Section 230 update (1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position (1:14:24) Tinfoil hat corner (1:23:25) Bestie wrap up! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors</a> <a href="https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate</a> <a href="https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public</a> <a href="https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9" target="_blank" rel="noreferrer noopener"> https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9</a> <a href="https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200</a> <a href="https://twitter.com/tylertringas/status/1627449217294958592" target="_blank" rel="noreferrer noopener">https://twitter.com/tylertringas/status/1627449217294958592</a> <a href="https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next" target="_blank" rel="noreferrer noopener"> https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next</a> <a href="https://twitter.com/Jason/status/1628851245644644352" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1628851245644644352</a> <a href="https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt" target="_blank" rel="noreferrer noopener"> https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt</a> <a href="https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230" target="_blank"...]]></itunes:summary><itunes:duration>5492</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E116: Toxic out-of-control trains, regulators, and AI</title><link>https://www.spreaker.com/episode/e116-toxic-out-of-control-trains-regulators-and-ai--75246042</link><description><![CDATA[(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more DONATE: <a href="https://www.humanesociety.org/news/going-big-beagles" target="_blank" rel="noreferrer noopener">https://www.humanesociety.org/news/going-big-beagles</a> <a href="https://www.beastphilanthropy.org/donate" target="_blank" rel="noreferrer noopener">https://www.beastphilanthropy.org/donate</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display</a> <a href="https://doomberg.substack.com/p/railroaded" target="_blank" rel="noreferrer noopener">https://doomberg.substack.com/p/railroaded</a> <a href="https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002</a> <a href="https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years</a> <a href="https://www.foxnews.com/video/6320573959112" target="_blank" rel="noreferrer noopener">https://www.foxnews.com/video/6320573959112</a> <a href="https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d</a> <a href="https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side" target="_blank" rel="noreferrer noopener"> https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side</a> <a href="https://www.investopedia.com/section-230-definition-5207317" target="_blank" rel="noreferrer noopener">https://www.investopedia.com/section-230-definition-5207317</a> <a href="https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002</a> <a href="https://twitter.com/elonmusk/status/1626097497109311495" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1626097497109311495</a> <a href="https://chat.openai.com/chat" target="_blank" rel="noreferrer noopener">https://chat.openai.com/chat</a> <a href="https://twitter.com/Jason/status/1626091654120894464" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1626091654120894464</a> <a href="https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda" target="_blank" rel="noreferrer noopener"> https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda</a> <a href="https://www.bbc.com/news/technology-35902104" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/technology-35902104</a> <a href="https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html</a> <a href="https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023" target="_blank" rel="noreferrer noopener"> https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023</a> <a href="https://www.history.com/news/josef-stalin-great-purge-photo-retouching" target="_blank" rel="noreferrer noopener"> https://www.history.com/news/josef-stalin-great-purge-photo-retouching</a> <a href="https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934" target="_blank" rel="noreferrer noopener"> https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934</a> <a href="https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html</a>]]></description><guid isPermaLink="false">430fecf7-11c9-44de-93d5-18361cf4224d</guid><pubDate>Fri, 17 Feb 2023 08:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246042/allin_e116_2.mp3" length="131310249" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/294124be-c963-4a24-83cf-cf908ab18614/294124be-c963-4a24-83cf-cf908ab18614.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/294124be-c963-4a24-83cf-cf908ab18614/294124be-c963-4a24-83cf-cf908ab18614.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/294124be-c963-4a24-83cf-cf908ab18614/294124be-c963-4a24-83cf-cf908ab18614.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias and problems: Bing Chat's strange...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more DONATE: <a href="https://www.humanesociety.org/news/going-big-beagles" target="_blank" rel="noreferrer noopener">https://www.humanesociety.org/news/going-big-beagles</a> <a href="https://www.beastphilanthropy.org/donate" target="_blank" rel="noreferrer noopener">https://www.beastphilanthropy.org/donate</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display</a> <a href="https://doomberg.substack.com/p/railroaded" target="_blank" rel="noreferrer noopener">https://doomberg.substack.com/p/railroaded</a> <a href="https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002</a> <a href="https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years</a> <a href="https://www.foxnews.com/video/6320573959112" target="_blank" rel="noreferrer noopener">https://www.foxnews.com/video/6320573959112</a> <a href="https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d</a> <a href="https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side" target="_blank" rel="noreferrer noopener"> https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side</a> <a href="https://www.investopedia.com/section-230-definition-5207317" target="_blank" rel="noreferrer noopener">https://www.investopedia.com/section-230-definition-5207317</a> <a href="https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002</a> <a href="https://twitter.com/elonmusk/status/1626097497109311495" target="_blank"...]]></itunes:summary><itunes:duration>5472</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union</title><link>https://www.spreaker.com/episode/e115-the-ai-search-wars-google-vs-microsoft-nordstream-report-state-of-the-union--75246054</link><description><![CDATA[0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google's rough week 45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data? 1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns? 1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1623540190060101632" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1623540190060101632</a> <a href="https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream" target="_blank" rel="noreferrer noopener"> https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream</a> <a href="https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine</a> <a href="https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability" target="_blank" rel="noreferrer noopener"> https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability</a> <a href="https://twitter.com/EmiliaKaminska/status/1574817556950663169" target="_blank" rel="noreferrer noopener">https://twitter.com/EmiliaKaminska/status/1574817556950663169</a> <a href="https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage</a> <a href="https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link</a> <a href="https://www.youtube.com/watch?v=OyBNmecVtdU" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=OyBNmecVtdU</a> <a href="https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai</a> <a href="https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08</a> <a href="https://twitter.com/Google/status/1622710355775393793" target="_blank" rel="noreferrer noopener">https://twitter.com/Google/status/1622710355775393793</a> <a href="https://www.youtube.com/watch?v=QinFy0RFDr8&amp;t=450s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=QinFy0RFDr8&amp;t=450s</a> <a href="https://neeva.com" target="_blank" rel="noreferrer noopener">https://neeva.com</a> <a href="https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&amp;text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works" target="_blank" rel="noreferrer noopener"> https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&amp;text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works</a>. <a href="https://twitter.com/arnaudai/status/1623359864100601861" target="_blank" rel="noreferrer noopener">https://twitter.com/arnaudai/status/1623359864100601861</a> <a href="https://github.com/features/copilot" target="_blank" rel="noreferrer noopener">https://github.com/features/copilot</a> <a href="https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion</a> <a href="https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data</a> <a href="https://twitter.com/LynAldenContact/status/1620447620987785216" target="_blank" rel="noreferrer noopener">https://twitter.com/LynAldenContact/status/1620447620987785216</a> <a href="https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg" target="_blank" rel="noreferrer noopener">https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg</a> <a href="https://twitter.com/pretentiouswhat/status/1622832701131874306" target="_blank" rel="noreferrer noopener">https://twitter.com/pretentiouswhat/status/1622832701131874306</a>  ]]></description><guid isPermaLink="false">16c3d07c-0469-4137-9f0c-cbc1b3fbc6cf</guid><pubDate>Sat, 11 Feb 2023 13:06:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246054/allin_e115.mp3" length="158021324" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/df5fdf00-e390-44ad-a01b-2ce309402a5f/df5fdf00-e390-44ad-a01b-2ce309402a5f.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/df5fdf00-e390-44ad-a01b-2ce309402a5f/df5fdf00-e390-44ad-a01b-2ce309402a5f.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/df5fdf00-e390-44ad-a01b-2ce309402a5f/df5fdf00-e390-44ad-a01b-2ce309402a5f.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google's rough week 45:06...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google's rough week 45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data? 1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns? 1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1623540190060101632" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1623540190060101632</a> <a href="https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream" target="_blank" rel="noreferrer noopener"> https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream</a> <a href="https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine</a> <a href="https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability" target="_blank" rel="noreferrer noopener"> https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability</a> <a href="https://twitter.com/EmiliaKaminska/status/1574817556950663169" target="_blank" rel="noreferrer noopener">https://twitter.com/EmiliaKaminska/status/1574817556950663169</a> <a href="https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage</a> <a href="https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link</a> <a href="https://www.youtube.com/watch?v=OyBNmecVtdU" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=OyBNmecVtdU</a> <a href="https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai</a> <a href="https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>6585</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning</title><link>https://www.spreaker.com/episode/e114-markets-update-whipsaw-macro-picture-big-tech-startup-mass-extinction-event-vc-reckoning--75245791</link><description><![CDATA[(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's potential fraud, role of short sellers Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market</a>  https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190 <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://www.ustreasuryyieldcurve.com" target="_blank" rel="noreferrer noopener">https://www.ustreasuryyieldcurve.com</a> <a href="https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661</a> <a href="https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next" target="_blank" rel="noreferrer noopener"> https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18" target="_blank" rel="noreferrer noopener"> https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18</a> <a href="https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10" target="_blank" rel="noreferrer noopener"> https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10</a> <a href="https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice</a> <a href="https://twitter.com/tomloverro/status/1620466827519496194" target="_blank" rel="noreferrer noopener">https://twitter.com/tomloverro/status/1620466827519496194</a> <a href="https://twitter.com/msuster/status/1620653106387386368" target="_blank" rel="noreferrer noopener">https://twitter.com/msuster/status/1620653106387386368</a> <a href="https://twitter.com/gradypb/status/1620937502248034304" target="_blank" rel="noreferrer noopener">https://twitter.com/gradypb/status/1620937502248034304</a> <a href="https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital</a> <a href="https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y</a> <a href="https://hindenburgresearch.com/adani" target="_blank" rel="noreferrer noopener">https://hindenburgresearch.com/adani</a> <a href="https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response</a> <a href="https://www.sec.gov/rules/proposed/2022/34-94313.pdf" target="_blank" rel="noreferrer noopener">https://www.sec.gov/rules/proposed/2022/34-94313.pdf</a> <a href="https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774</a>]]></description><guid isPermaLink="false">34412aef-1bf4-4b94-b101-a54806c012fd</guid><pubDate>Sat, 04 Feb 2023 01:57:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245791/allin_e114_v2.mp3" length="104466622" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/e48a55f4-1aad-4e6a-b0fd-74e5e845905a/e48a55f4-1aad-4e6a-b0fd-74e5e845905a.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e48a55f4-1aad-4e6a-b0fd-74e5e845905a/e48a55f4-1aad-4e6a-b0fd-74e5e845905a.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e48a55f4-1aad-4e6a-b0fd-74e5e845905a/e48a55f4-1aad-4e6a-b0fd-74e5e845905a.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's potential fraud, role of short sellers Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market</a>  https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190 <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://www.ustreasuryyieldcurve.com" target="_blank" rel="noreferrer noopener">https://www.ustreasuryyieldcurve.com</a> <a href="https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661</a> <a href="https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next" target="_blank" rel="noreferrer noopener"> https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18" target="_blank" rel="noreferrer noopener"> https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18</a> <a href="https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10" target="_blank" rel="noreferrer noopener"> https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10</a> <a href="https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice</a> <a href="https://twitter.com/tomloverro/status/1620466827519496194" target="_blank" rel="noreferrer noopener">https://twitter.com/tomloverro/status/1620466827519496194</a> <a href="https://twitter.com/msuster/status/1620653106387386368" target="_blank" rel="noreferrer noopener">https://twitter.com/msuster/status/1620653106387386368</a> <a href="https://twitter.com/gradypb/status/1620937502248034304" target="_blank" rel="noreferrer noopener">https://twitter.com/gradypb/status/1620937502248034304</a> <a...]]></itunes:summary><itunes:duration>4353</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation &amp; more</title><link>https://www.spreaker.com/episode/e113-doj-tries-to-break-up-google-vaccine-questions-ukraine-escalation-more--75246009</link><description><![CDATA[(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness (1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more (1:22:39) Science Corner: Will we soon be able to reverse aging? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight" target="_blank" rel="noreferrer noopener"> https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight</a> <a href="https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html</a> <a href="https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792</a> <a href="https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response" target="_blank" rel="noreferrer noopener"> https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response</a> <a href="https://noahpinion.substack.com/p/would-breaking-up-google-really-do" target="_blank" rel="noreferrer noopener"> https://noahpinion.substack.com/p/would-breaking-up-google-really-do</a> <a href="https://thehustle.co/12232022-ad-spend" target="_blank" rel="noreferrer noopener">https://thehustle.co/12232022-ad-spend</a> <a href="https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay" target="_blank" rel="noreferrer noopener"> https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay</a> <a href="https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant" target="_blank" rel="noreferrer noopener"> https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant</a> <a href="https://twitter.com/rebelnewsonline/status/1615770518606561282" target="_blank" rel="noreferrer noopener">https://twitter.com/rebelnewsonline/status/1615770518606561282</a> <a href="https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025" target="_blank" rel="noreferrer noopener"> https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025</a> <a href="https://www.nature.com/articles/s41467-022-31401-5" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41467-022-31401-5</a> <a href="https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/" target="_blank" rel="noreferrer noopener"> https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/</a> <a href="https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn</a> <a href="https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592" target="_blank" rel="noreferrer noopener">https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592</a> <a href="https://twitter.com/jason/status/1478587551271161857" target="_blank" rel="noreferrer noopener">https://twitter.com/jason/status/1478587551271161857</a> <a href="https://twitter.com/EricTopol/status/1618381912413962240" target="_blank" rel="noreferrer noopener">https://twitter.com/EricTopol/status/1618381912413962240</a> <a href="https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html</a> <a href="https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1</a> <a href="https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html</a> <a href="https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html" target="_blank" rel="noreferrer noopener"> https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html</a> <a href="https://twitter.com/DavidSacks/status/1618321900324950018" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1618321900324950018</a> <a href="https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768" target="_blank" rel="noreferrer noopener"> https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768</a> <a href="https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583</a> <a href="https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20" target="_blank" rel="noreferrer noopener">https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20</a>]]></description><guid isPermaLink="false">ebf74b0a-1af9-41e2-bca6-3def1fdb7675</guid><pubDate>Fri, 27 Jan 2023 14:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246009/allin_e113.mp3" length="141825367" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/021ad847-6069-4de8-ae5a-c45126d90647/021ad847-6069-4de8-ae5a-c45126d90647.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/021ad847-6069-4de8-ae5a-c45126d90647/021ad847-6069-4de8-ae5a-c45126d90647.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/021ad847-6069-4de8-ae5a-c45126d90647/021ad847-6069-4de8-ae5a-c45126d90647.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness (1:12:14) Ukraine...</itunes:subtitle><itunes:summary><![CDATA[(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness (1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more (1:22:39) Science Corner: Will we soon be able to reverse aging? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight" target="_blank" rel="noreferrer noopener"> https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight</a> <a href="https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html</a> <a href="https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792</a> <a href="https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response" target="_blank" rel="noreferrer noopener"> https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response</a> <a href="https://noahpinion.substack.com/p/would-breaking-up-google-really-do" target="_blank" rel="noreferrer noopener"> https://noahpinion.substack.com/p/would-breaking-up-google-really-do</a> <a href="https://thehustle.co/12232022-ad-spend" target="_blank" rel="noreferrer noopener">https://thehustle.co/12232022-ad-spend</a> <a href="https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay" target="_blank" rel="noreferrer noopener"> https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay</a> <a href="https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant" target="_blank" rel="noreferrer noopener"> https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant</a> <a href="https://twitter.com/rebelnewsonline/status/1615770518606561282" target="_blank" rel="noreferrer noopener">https://twitter.com/rebelnewsonline/status/1615770518606561282</a> <a href="https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025" target="_blank" rel="noreferrer noopener"> https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025</a> <a href="https://www.nature.com/articles/s41467-022-31401-5" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41467-022-31401-5</a> <a...]]></itunes:summary><itunes:duration>5910</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame &amp; more</title><link>https://www.spreaker.com/episode/e112-is-davos-a-grift-plus-globalist-mishaps-debt-ceilings-tiktok-s-endgame-more--75246058</link><description><![CDATA[(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy (39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform (1:00:42) TikTok's endgame in the US: banned, spun out, or something else? (1:17:22) Pharma meets AI, best AI business models Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/RitchieTorres/status/1616124738752987152" target="_blank" rel="noreferrer noopener">https://twitter.com/RitchieTorres/status/1616124738752987152</a> <a href="https://twitter.com/TalbertSwan/status/1616101666582892547" target="_blank" rel="noreferrer noopener">https://twitter.com/TalbertSwan/status/1616101666582892547</a> <a href="https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415</a> <a href="https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige</a> <a href="https://twitter.com/ShellenbergerMD/status/1614782758328598528" target="_blank" rel="noreferrer noopener">https://twitter.com/ShellenbergerMD/status/1614782758328598528</a> <a href="https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479" target="_blank" rel="noreferrer noopener"> https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479</a> <a href="https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change" target="_blank" rel="noreferrer noopener"> https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change</a> <a href="https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar" target="_blank" rel="noreferrer noopener"> https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar</a> <a href="https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf" target="_blank" rel="noreferrer noopener"> https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf</a> <a href="https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html</a> <a href="https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp</a> <a href="https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560</a> <a href="https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html</a> <a href="https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d</a> <a href="https://www.hellopearl.com" target="_blank" rel="noreferrer noopener">https://www.hellopearl.com</a> <a href="https://roboflow.com" target="_blank" rel="noreferrer noopener">https://roboflow.com</a> <a href="https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12</a> <a href="https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157</a>]]></description><guid isPermaLink="false">93f11bd3-c2d1-487f-95b4-2fdc34136a70</guid><pubDate>Fri, 20 Jan 2023 09:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246058/allin_e112.mp3" length="139178127" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/b9898d30-f91e-4b7e-ad98-693db591cfb9/b9898d30-f91e-4b7e-ad98-693db591cfb9.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b9898d30-f91e-4b7e-ad98-693db591cfb9/b9898d30-f91e-4b7e-ad98-693db591cfb9.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b9898d30-f91e-4b7e-ad98-693db591cfb9/b9898d30-f91e-4b7e-ad98-693db591cfb9.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy (39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform (1:00:42) TikTok's endgame in the US: banned, spun out, or something else? (1:17:22) Pharma meets AI, best AI business models Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/RitchieTorres/status/1616124738752987152" target="_blank" rel="noreferrer noopener">https://twitter.com/RitchieTorres/status/1616124738752987152</a> <a href="https://twitter.com/TalbertSwan/status/1616101666582892547" target="_blank" rel="noreferrer noopener">https://twitter.com/TalbertSwan/status/1616101666582892547</a> <a href="https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415</a> <a href="https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige</a> <a href="https://twitter.com/ShellenbergerMD/status/1614782758328598528" target="_blank" rel="noreferrer noopener">https://twitter.com/ShellenbergerMD/status/1614782758328598528</a> <a href="https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479" target="_blank" rel="noreferrer noopener"> https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479</a> <a href="https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change" target="_blank" rel="noreferrer noopener"> https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change</a> <a href="https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar" target="_blank" rel="noreferrer noopener"> https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar</a> <a href="https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf" target="_blank" rel="noreferrer noopener"> https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf</a> <a href="https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html</a> <a...]]></itunes:summary><itunes:duration>5799</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem</title><link>https://www.spreaker.com/episode/e111-microsoft-to-invest-10b-in-openai-generative-ai-hype-america-s-over-classification-problem--75245803</link><description><![CDATA[(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's documents, America's over-classification problem (1:27:16) Best cabinet positions/ambassadorships   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>   Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a>   Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>   Referenced in the show: <a href="https://twitter.com/mattyglesias/status/1613135006272045056" target="_blank" rel="noreferrer noopener">https://twitter.com/mattyglesias/status/1613135006272045056</a> <a href="https://www.epsilontheory.com/gell-mann-amnesia" target="_blank" rel="noreferrer noopener">https://www.epsilontheory.com/gell-mann-amnesia</a> <a href="https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html" target="_blank" rel="noreferrer noopener"> https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html</a> <a href="https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel" target="_blank" rel="noreferrer noopener"> https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel</a> <a href="https://twitter.com/BettyKPIX/status/1613080547022229504" target="_blank" rel="noreferrer noopener">https://twitter.com/BettyKPIX/status/1613080547022229504</a> <a href="https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals</a> <a href="https://fortune.com/2023/01/11/structure-openai-investment-microsoft" target="_blank" rel="noreferrer noopener"> https://fortune.com/2023/01/11/structure-openai-investment-microsoft</a> <a href="https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d</a> <a href="https://openai.com/blog/introducing-openai" target="_blank" rel="noreferrer noopener">https://openai.com/blog/introducing-openai</a> <a href="https://ai.facebook.com/tools/pytorch" target="_blank" rel="noreferrer noopener">https://ai.facebook.com/tools/pytorch</a> <a href="https://fairuse.stanford.edu/overview/fair-use/four-factors" target="_blank" rel="noreferrer noopener">https://fairuse.stanford.edu/overview/fair-use/four-factors</a> <a href="https://fred.stlouisfed.org/series/USAPEFANA" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/USAPEFANA</a>  ]]></description><guid isPermaLink="false">1adab58c-5424-44c6-9048-2df8314224df</guid><pubDate>Fri, 13 Jan 2023 08:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245803/allin_e111.mp3" length="132443731" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/1b9ac2e1-14db-45c7-828d-b2fd5f1eacfd/1b9ac2e1-14db-45c7-828d-b2fd5f1eacfd.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/1b9ac2e1-14db-45c7-828d-b2fd5f1eacfd/1b9ac2e1-14db-45c7-828d-b2fd5f1eacfd.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/1b9ac2e1-14db-45c7-828d-b2fd5f1eacfd/1b9ac2e1-14db-45c7-828d-b2fd5f1eacfd.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's documents, America's over-classification problem (1:27:16) Best cabinet positions/ambassadorships   Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>   Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a>   Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>   Referenced in the show: <a href="https://twitter.com/mattyglesias/status/1613135006272045056" target="_blank" rel="noreferrer noopener">https://twitter.com/mattyglesias/status/1613135006272045056</a> <a href="https://www.epsilontheory.com/gell-mann-amnesia" target="_blank" rel="noreferrer noopener">https://www.epsilontheory.com/gell-mann-amnesia</a> <a href="https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html" target="_blank" rel="noreferrer noopener"> https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html</a> <a href="https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel" target="_blank" rel="noreferrer noopener"> https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel</a> <a href="https://twitter.com/BettyKPIX/status/1613080547022229504" target="_blank" rel="noreferrer noopener">https://twitter.com/BettyKPIX/status/1613080547022229504</a> <a href="https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals</a> <a href="https://fortune.com/2023/01/11/structure-openai-investment-microsoft" target="_blank" rel="noreferrer noopener"> https://fortune.com/2023/01/11/structure-openai-investment-microsoft</a> <a href="https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d</a> <a href="https://openai.com/blog/introducing-openai" target="_blank" rel="noreferrer noopener">https://openai.com/blog/introducing-openai</a> <a href="https://ai.facebook.com/tools/pytorch" target="_blank" rel="noreferrer noopener">https://ai.facebook.com/tools/pytorch</a> <a href="https://fairuse.stanford.edu/overview/fair-use/four-factors" target="_blank" rel="noreferrer noopener">https://fairuse.stanford.edu/overview/fair-use/four-factors</a> <a href="https://fred.stlouisfed.org/series/USAPEFANA" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/USAPEFANA</a>  ]]></itunes:summary><itunes:duration>5519</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E110: 2023 Bestie Predictions!</title><link>https://www.spreaker.com/episode/e110-2023-bestie-predictions--75246153</link><description><![CDATA[(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023's biggest business loser (42:03) Prediction 5: 2023's biggest business deal (52:41) Prediction 6: 2023's most contrarian belief (1:03:03) Prediction 7: 2023's best-performing asset (1:07:50) Prediction 8: 2023's worst-performing asset (1:14:46) Prediction 9: 2023's most anticipated trend (1:21:40) Prediction 10: 2023's most anticipated media (1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665</a> <a href="https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/</a> <a href="https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html</a> <a href="https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html</a> <a href="https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304</a> <a href="https://twitter.com/DavidSacks/status/1598076726671642624" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1598076726671642624</a> <a href="https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html</a> <a href="https://twitter.com/JenniferJJacobs/status/1611052287954149377" target="_blank" rel="noreferrer noopener">https://twitter.com/JenniferJJacobs/status/1611052287954149377</a> <a href="https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california</a> <a href="https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280</a> <a href="https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279</a>]]></description><guid isPermaLink="false">81fdde4c-8dab-4ba9-8619-fb51a3ae8e19</guid><pubDate>Fri, 06 Jan 2023 10:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246153/allin_e110.mp3" length="141276851" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/06167b69-4a16-4fc0-86d4-84bc84bfae2b/06167b69-4a16-4fc0-86d4-84bc84bfae2b.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/06167b69-4a16-4fc0-86d4-84bc84bfae2b/06167b69-4a16-4fc0-86d4-84bc84bfae2b.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/06167b69-4a16-4fc0-86d4-84bc84bfae2b/06167b69-4a16-4fc0-86d4-84bc84bfae2b.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023's biggest business loser (42:03)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023's biggest business loser (42:03) Prediction 5: 2023's biggest business deal (52:41) Prediction 6: 2023's most contrarian belief (1:03:03) Prediction 7: 2023's best-performing asset (1:07:50) Prediction 8: 2023's worst-performing asset (1:14:46) Prediction 9: 2023's most anticipated trend (1:21:40) Prediction 10: 2023's most anticipated media (1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665</a> <a href="https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/</a> <a href="https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html</a> <a href="https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html</a> <a href="https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304</a> <a href="https://twitter.com/DavidSacks/status/1598076726671642624" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1598076726671642624</a> <a href="https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html</a> <a href="https://twitter.com/JenniferJJacobs/status/1611052287954149377" target="_blank" rel="noreferrer noopener">https://twitter.com/JenniferJJacobs/status/1611052287954149377</a> <a href="https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california</a> <a href="https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5887</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E109: 2022 Bestie Awards Live from Twitter HQ</title><link>https://www.spreaker.com/episode/e109-2022-bestie-awards-live-from-twitter-hq--75245962</link><description><![CDATA[(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (29:48) Biggest loser in business (42:21) Biggest business surprise (51:16) Best science breakthrough (57:36) Biggest flash in the pan (1:42:24) Best CEO (1:47:38) Best investor (1:51:21) Worst investor (1:52:22) Best turnaround (1:55:58) Worst human being (1:59:57) Most loathsome company (2:01:32) Best new tech (2:02:34) Best trend (2:05:09) Worst trend (2:07:50) Best new media (2:10:26) The Rudy Giuliani Award for Self-Immolation! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://civil.ge/archives/469054" target="_blank" rel="noreferrer noopener">https://civil.ge/archives/469054</a> <a href="https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine" target="_blank" rel="noreferrer noopener"> https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine</a>  <a href="https://www.investopedia.com/terms/c/capm.asp" target="_blank" rel="noreferrer noopener">https://www.investopedia.com/terms/c/capm.asp</a>  <a href="https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928</a> <a href="https://twitter.com/TwitterBusiness/status/1605651865818914816" target="_blank" rel="noreferrer noopener">https://twitter.com/TwitterBusiness/status/1605651865818914816</a> <a href="https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer</a> <a href="https://twitter.com/ShellenbergerMD/status/1604871630613753856" target="_blank" rel="noreferrer noopener">https://twitter.com/ShellenbergerMD/status/1604871630613753856</a> <a href="https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718</a> <a href="https://twitter.com/ShellenbergerMD/status/1491418120086454278" target="_blank" rel="noreferrer noopener">https://twitter.com/ShellenbergerMD/status/1491418120086454278</a> <a href="https://twitter.com/seanhannity" target="_blank" rel="noreferrer noopener">https://twitter.com/seanhannity</a> <a href="https://youtu.be/HBiV1h7Dm5E" target="_blank" rel="noreferrer noopener">https://youtu.be/HBiV1h7Dm5E</a> <a href="https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812</a> <a href="https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960</a> <a href="https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292</a> <a href="https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY" target="_blank" rel="noreferrer noopener">https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY</a>]]></description><guid isPermaLink="false">9fe88329-700e-4ff2-a29e-4d5838fd70f4</guid><pubDate>Sat, 24 Dec 2022 07:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245962/allin_e109.mp3" length="197623756" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/26b4cdfb-8cf3-4a11-a3fa-ce9afe0aac28/26b4cdfb-8cf3-4a11-a3fa-ce9afe0aac28.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/26b4cdfb-8cf3-4a11-a3fa-ce9afe0aac28/26b4cdfb-8cf3-4a11-a3fa-ce9afe0aac28.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/26b4cdfb-8cf3-4a11-a3fa-ce9afe0aac28/26b4cdfb-8cf3-4a11-a3fa-ce9afe0aac28.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (29:48) Biggest loser in business (42:21)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (29:48) Biggest loser in business (42:21) Biggest business surprise (51:16) Best science breakthrough (57:36) Biggest flash in the pan (1:42:24) Best CEO (1:47:38) Best investor (1:51:21) Worst investor (1:52:22) Best turnaround (1:55:58) Worst human being (1:59:57) Most loathsome company (2:01:32) Best new tech (2:02:34) Best trend (2:05:09) Worst trend (2:07:50) Best new media (2:10:26) The Rudy Giuliani Award for Self-Immolation! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://civil.ge/archives/469054" target="_blank" rel="noreferrer noopener">https://civil.ge/archives/469054</a> <a href="https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine" target="_blank" rel="noreferrer noopener"> https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine</a>  <a href="https://www.investopedia.com/terms/c/capm.asp" target="_blank" rel="noreferrer noopener">https://www.investopedia.com/terms/c/capm.asp</a>  <a href="https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928</a> <a href="https://twitter.com/TwitterBusiness/status/1605651865818914816" target="_blank" rel="noreferrer noopener">https://twitter.com/TwitterBusiness/status/1605651865818914816</a> <a href="https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer</a> <a href="https://twitter.com/ShellenbergerMD/status/1604871630613753856" target="_blank" rel="noreferrer noopener">https://twitter.com/ShellenbergerMD/status/1604871630613753856</a> <a href="https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718</a> <a href="https://twitter.com/ShellenbergerMD/status/1491418120086454278" target="_blank" rel="noreferrer noopener">https://twitter.com/ShellenbergerMD/status/1491418120086454278</a> <a href="https://twitter.com/seanhannity" target="_blank" rel="noreferrer noopener">https://twitter.com/seanhannity</a> <a href="https://youtu.be/HBiV1h7Dm5E" target="_blank" rel="noreferrer noopener">https://youtu.be/HBiV1h7Dm5E</a> <a href="https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>8235</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E108: Doxing debate, Nuclear fusion breakthrough, state of the markets &amp; more</title><link>https://www.spreaker.com/episode/e108-doxing-debate-nuclear-fusion-breakthrough-state-of-the-markets-more--75246204</link><description><![CDATA[(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking (1:22:08) TV catch up, worst person in tech bracket Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation" target="_blank" rel="noreferrer noopener"> https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation</a> <a href="https://twitter.com/Cernovich/status/1602457619431493634" target="_blank" rel="noreferrer noopener">https://twitter.com/Cernovich/status/1602457619431493634</a> <a href="https://twitter.com/elonmusk/status/1603190155107794944" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1603190155107794944</a> <a href="https://en.wikipedia.org/wiki/National_Ignition_Facility" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/National_Ignition_Facility</a> <a href="https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7</a> <a href="https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867" target="_blank" rel="noreferrer noopener"> https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867</a> <a href="https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12</a> <a href="https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation" target="_blank" rel="noreferrer noopener"> https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation</a>]]></description><guid isPermaLink="false">b1be0bf8-4d7c-44bf-b9a6-e66d2608f27c</guid><pubDate>Fri, 16 Dec 2022 10:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246204/allin_e108.mp3" length="128729961" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/b5d1feba-e161-4f21-92d7-cdcb424fea6f/b5d1feba-e161-4f21-92d7-cdcb424fea6f.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b5d1feba-e161-4f21-92d7-cdcb424fea6f/b5d1feba-e161-4f21-92d7-cdcb424fea6f.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b5d1feba-e161-4f21-92d7-cdcb424fea6f/b5d1feba-e161-4f21-92d7-cdcb424fea6f.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (51:11) State of the markets: Coupa acquired by...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking (1:22:08) TV catch up, worst person in tech bracket Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation" target="_blank" rel="noreferrer noopener"> https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation</a> <a href="https://twitter.com/Cernovich/status/1602457619431493634" target="_blank" rel="noreferrer noopener">https://twitter.com/Cernovich/status/1602457619431493634</a> <a href="https://twitter.com/elonmusk/status/1603190155107794944" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1603190155107794944</a> <a href="https://en.wikipedia.org/wiki/National_Ignition_Facility" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/National_Ignition_Facility</a> <a href="https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7</a> <a href="https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867" target="_blank" rel="noreferrer noopener"> https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867</a> <a href="https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12</a> <a href="https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation" target="_blank" rel="noreferrer noopener"> https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation</a>]]></itunes:summary><itunes:duration>5364</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference &amp; more</title><link>https://www.spreaker.com/episode/e107-the-twitter-files-parts-1-2-shadow-banning-story-suppression-interference-more--75246055</link><description><![CDATA[(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story (47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics (58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199</a> <a href="https://twitter.com/mtaibbi/status/1598822959866683394" target="_blank" rel="noreferrer noopener">https://twitter.com/mtaibbi/status/1598822959866683394</a> <a href="https://twitter.com/bariweiss/status/1601007575633305600" target="_blank" rel="noreferrer noopener">https://twitter.com/bariweiss/status/1601007575633305600</a> <a href="https://twitter.com/c4chaos/status/1601048264262180864" target="_blank" rel="noreferrer noopener">https://twitter.com/c4chaos/status/1601048264262180864</a> <a href="https://twitter.com/bariweiss/status/1601020845224128512" target="_blank" rel="noreferrer noopener">https://twitter.com/bariweiss/status/1601020845224128512</a> <a href="https://twitter.com/DavidSacks/status/1601052241145696256" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1601052241145696256</a> <a href="https://twitter.com/bariweiss/status/1601023504916172800" target="_blank" rel="noreferrer noopener">https://twitter.com/bariweiss/status/1601023504916172800</a> <a href="https://twitter.com/NewsPolitics/status/1601028254831620096" target="_blank" rel="noreferrer noopener">https://twitter.com/NewsPolitics/status/1601028254831620096</a> <a href="https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html</a> <a href="https://twitter.com/elonmusk/status/1601031111244599296" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1601031111244599296</a> <a href="https://twitter.com/JamesTodaroMD/status/1601042622516035584" target="_blank" rel="noreferrer noopener">https://twitter.com/JamesTodaroMD/status/1601042622516035584</a> <a href="https://twitter.com/elonmusk/status/1601042125130371072" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1601042125130371072</a> <a href="https://twitter.com/Jason/status/1601044058276655104" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1601044058276655104</a> <a href="https://twitter.com/mtaibbi/status/1598831435288563712" target="_blank" rel="noreferrer noopener">https://twitter.com/mtaibbi/status/1598831435288563712</a> <a href="https://twitter.com/mtaibbi/status/1600243405841666048" target="_blank" rel="noreferrer noopener">https://twitter.com/mtaibbi/status/1600243405841666048</a> <a href="https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal" target="_blank" rel="noreferrer noopener"> https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal</a> <a href="https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis" target="_blank" rel="noreferrer noopener">https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis</a> <a href="https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276</a> <a href="https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html</a> <a href="https://en.wikipedia.org/wiki/Demographics_of_Iran#/media/File:Iran_single_age_population_pyramid_2020.png" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Demographics_of_Iran#/media/File:Iran_single_age_population_pyramid_2020.png</a> <a href="https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg" target="_blank" rel="noreferrer noopener"> https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg</a> <a href="https://www.wsj.com/articles/letter-from-top-apple-supplier-foxconn-prodded-china-to-ease-zero-covid-rules-11670504366" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/letter-from-top-apple-supplier-foxconn-prodded-china-to-ease-zero-covid-rules-11670504366</a> <a href="https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227</a>]]></description><guid isPermaLink="false">a06d7eb9-e52c-474e-9d32-c12078e8d05e</guid><pubDate>Sat, 10 Dec 2022 09:29:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246055/allin_e107.mp3" length="106323318" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/780d6ca2-149c-430b-8907-e237ef7b2f50/780d6ca2-149c-430b-8907-e237ef7b2f50.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/780d6ca2-149c-430b-8907-e237ef7b2f50/780d6ca2-149c-430b-8907-e237ef7b2f50.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/780d6ca2-149c-430b-8907-e237ef7b2f50/780d6ca2-149c-430b-8907-e237ef7b2f50.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story (47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics (58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199</a> <a href="https://twitter.com/mtaibbi/status/1598822959866683394" target="_blank" rel="noreferrer noopener">https://twitter.com/mtaibbi/status/1598822959866683394</a> <a href="https://twitter.com/bariweiss/status/1601007575633305600" target="_blank" rel="noreferrer noopener">https://twitter.com/bariweiss/status/1601007575633305600</a> <a href="https://twitter.com/c4chaos/status/1601048264262180864" target="_blank" rel="noreferrer noopener">https://twitter.com/c4chaos/status/1601048264262180864</a> <a href="https://twitter.com/bariweiss/status/1601020845224128512" target="_blank" rel="noreferrer noopener">https://twitter.com/bariweiss/status/1601020845224128512</a> <a href="https://twitter.com/DavidSacks/status/1601052241145696256" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1601052241145696256</a> <a href="https://twitter.com/bariweiss/status/1601023504916172800" target="_blank" rel="noreferrer noopener">https://twitter.com/bariweiss/status/1601023504916172800</a> <a href="https://twitter.com/NewsPolitics/status/1601028254831620096" target="_blank" rel="noreferrer noopener">https://twitter.com/NewsPolitics/status/1601028254831620096</a> <a href="https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html</a> <a href="https://twitter.com/elonmusk/status/1601031111244599296" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1601031111244599296</a> <a href="https://twitter.com/JamesTodaroMD/status/1601042622516035584" target="_blank" rel="noreferrer noopener">https://twitter.com/JamesTodaroMD/status/1601042622516035584</a> <a href="https://twitter.com/elonmusk/status/1601042125130371072" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1601042125130371072</a> <a href="https://twitter.com/Jason/status/1601044058276655104" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4430</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown &amp; more</title><link>https://www.spreaker.com/episode/e106-sbf-s-media-strategy-ftx-culpability-chatgpt-saas-slowdown-more--75245843</link><description><![CDATA[(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing (1:10:04) What OpenAI's new ChatGPT tool means for the future (1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=KMZckrBPw38" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=KMZckrBPw38</a> <a href="https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident</a> <a href="https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914</a> <a href="https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html</a> <a href="https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html</a> <a href="https://twitter.com/lizrhoffman/status/1595193884438568960" target="_blank" rel="noreferrer noopener">https://twitter.com/lizrhoffman/status/1595193884438568960</a> <a href="https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream" target="_blank" rel="noreferrer noopener"> https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream</a> <a href="https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections" target="_blank" rel="noreferrer noopener"> https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections</a> <a href="https://chat.openai.com/chat" target="_blank" rel="noreferrer noopener">https://chat.openai.com/chat</a> <a href="https://twitter.com/jdjkelly/status/1598021488795586561" target="_blank" rel="noreferrer noopener">https://twitter.com/jdjkelly/status/1598021488795586561</a> <a href="https://twitter.com/pmarca/status/1598413401705021440" target="_blank" rel="noreferrer noopener">https://twitter.com/pmarca/status/1598413401705021440</a> <a href="https://twitter.com/jdjkelly/status/1598021488795586561" target="_blank" rel="noreferrer noopener">https://twitter.com/jdjkelly/status/1598021488795586561</a> <a href="https://twitter.com/DavidSacks/status/1598076726671642624" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1598076726671642624</a> <a href="https://twitter.com/DavidSacks/status/1598363968547876864" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1598363968547876864</a>]]></description><guid isPermaLink="false">4c28adc9-4768-4c40-ba89-241ede7b9c8c</guid><pubDate>Sat, 03 Dec 2022 09:47:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245843/allin_e106.mp3" length="146843431" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ea00fd4-05e3-4c1f-ad6b-18d23e43428a/9ea00fd4-05e3-4c1f-ad6b-18d23e43428a.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ea00fd4-05e3-4c1f-ad6b-18d23e43428a/9ea00fd4-05e3-4c1f-ad6b-18d23e43428a.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ea00fd4-05e3-4c1f-ad6b-18d23e43428a/9ea00fd4-05e3-4c1f-ad6b-18d23e43428a.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing (1:10:04) What OpenAI's new ChatGPT tool means for the future (1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=KMZckrBPw38" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=KMZckrBPw38</a> <a href="https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident</a> <a href="https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914</a> <a href="https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html</a> <a href="https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html</a> <a href="https://twitter.com/lizrhoffman/status/1595193884438568960" target="_blank" rel="noreferrer noopener">https://twitter.com/lizrhoffman/status/1595193884438568960</a> <a href="https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream" target="_blank" rel="noreferrer noopener"> https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream</a> <a href="https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections" target="_blank" rel="noreferrer noopener"> https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections</a> <a href="https://chat.openai.com/chat" target="_blank" rel="noreferrer noopener">https://chat.openai.com/chat</a> <a href="https://twitter.com/jdjkelly/status/1598021488795586561" target="_blank" rel="noreferrer noopener">https://twitter.com/jdjkelly/status/1598021488795586561</a> <a href="https://twitter.com/pmarca/status/1598413401705021440" target="_blank" rel="noreferrer noopener">https://twitter.com/pmarca/status/1598413401705021440</a> <a href="https://twitter.com/jdjkelly/status/1598021488795586561" target="_blank" rel="noreferrer noopener">https://twitter.com/jdjkelly/status/1598021488795586561</a> <a href="https://twitter.com/DavidSacks/status/1598076726671642624" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1598076726671642624</a> <a...]]></itunes:summary><itunes:duration>6119</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump</title><link>https://www.spreaker.com/episode/e105-tech-culture-wars-elon-vs-sbf-sabotaging-republicans-with-trump--75246143</link><description><![CDATA[0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture 1:17:23 SBF's leaked DMs, Elon's culture shift 1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/ianbremmer/status/1592951330955759616" target="_blank" rel="noreferrer noopener">https://twitter.com/ianbremmer/status/1592951330955759616</a> <a href="https://twitter.com/DavidSacks/status/1592970866312482816" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1592970866312482816</a> <a href="https://twitter.com/DavidSacks/status/1593041589685063683" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1593041589685063683</a> <a href="https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents</a> <a href="https://twitter.com/IAPolls2022/status/1592271468045684736" target="_blank" rel="noreferrer noopener">https://twitter.com/IAPolls2022/status/1592271468045684736</a> <a href="https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748" target="_blank" rel="noreferrer noopener"> https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEGDQ188S</a> <a href="https://fred.stlouisfed.org/series/GFDGDPA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDGDPA188S</a> <a href="https://en.wikipedia.org/wiki/List_of_countries_by_public_debt" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/List_of_countries_by_public_debt</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy</a> <a href="https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf" target="_blank" rel="noreferrer noopener"> https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf</a> <a href="https://twitter.com/antoniogm/status/1593606745955348481" target="_blank" rel="noreferrer noopener">https://twitter.com/antoniogm/status/1593606745955348481</a> <a href="https://twitter.com/DavidSacks/status/1590110462347444224" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1590110462347444224</a> <a href="https://twitter.com/g_shullenberger/status/1590069877288886274" target="_blank" rel="noreferrer noopener">https://twitter.com/g_shullenberger/status/1590069877288886274</a> <a href="https://compactmag.com/article/the-email-caste-s-last-stand" target="_blank" rel="noreferrer noopener">https://compactmag.com/article/the-email-caste-s-last-stand</a> <a href="https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy" target="_blank" rel="noreferrer noopener"> https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy</a> <a href="https://twitter.com/bgurley/status/1593448516394881024" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley/status/1593448516394881024</a> <a href="https://twitter.com/Jason/status/1593653573329436672" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1593653573329436672</a> <a href="https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing" target="_blank" rel="noreferrer noopener"> https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing</a> <a href="https://s.wsj.net/public/resources/documents/FTXFILING.pdf" target="_blank" rel="noreferrer noopener">https://s.wsj.net/public/resources/documents/FTXFILING.pdf</a> <a href="https://twitter.com/balajis/status/1593141361582444544" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1593141361582444544</a>]]></description><guid isPermaLink="false">e174a211-1144-4074-b620-a050fb592d97</guid><pubDate>Sat, 19 Nov 2022 10:04:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246143/allin_e105.mp3" length="155293221" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/a1db46d8-7164-4a86-ab85-d1ce9acc6e60/a1db46d8-7164-4a86-ab85-d1ce9acc6e60.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a1db46d8-7164-4a86-ab85-d1ce9acc6e60/a1db46d8-7164-4a86-ab85-d1ce9acc6e60.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a1db46d8-7164-4a86-ab85-d1ce9acc6e60/a1db46d8-7164-4a86-ab85-d1ce9acc6e60.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture 1:17:23 SBF's...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture 1:17:23 SBF's leaked DMs, Elon's culture shift 1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/ianbremmer/status/1592951330955759616" target="_blank" rel="noreferrer noopener">https://twitter.com/ianbremmer/status/1592951330955759616</a> <a href="https://twitter.com/DavidSacks/status/1592970866312482816" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1592970866312482816</a> <a href="https://twitter.com/DavidSacks/status/1593041589685063683" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1593041589685063683</a> <a href="https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents</a> <a href="https://twitter.com/IAPolls2022/status/1592271468045684736" target="_blank" rel="noreferrer noopener">https://twitter.com/IAPolls2022/status/1592271468045684736</a> <a href="https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748" target="_blank" rel="noreferrer noopener"> https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEGDQ188S</a> <a href="https://fred.stlouisfed.org/series/GFDGDPA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDGDPA188S</a> <a href="https://en.wikipedia.org/wiki/List_of_countries_by_public_debt" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/List_of_countries_by_public_debt</a> <a href="https://fred.stlouisfed.org/series/FYFRGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href="https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy</a> <a href="https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf" target="_blank" rel="noreferrer noopener"> https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf</a> <a href="https://twitter.com/antoniogm/status/1593606745955348481" target="_blank" rel="noreferrer noopener">https://twitter.com/antoniogm/status/1593606745955348481</a> <a...]]></itunes:summary><itunes:duration>6471</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update &amp; more</title><link>https://www.spreaker.com/episode/e104-ftx-collapse-with-coinbase-ceo-brian-armstrong-election-results-macro-update-more--75246068</link><description><![CDATA[(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more! (43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence (1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html</a> <a href="https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869</a> <a href="https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal</a> <a href="https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor" target="_blank" rel="noreferrer noopener"> https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor</a> <a href="https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight" target="_blank" rel="noreferrer noopener"> https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight</a> <a href="https://twitter.com/GordonJohnson19/status/1591062535586848768" target="_blank" rel="noreferrer noopener">https://twitter.com/GordonJohnson19/status/1591062535586848768</a>]]></description><guid isPermaLink="false">87d52336-fdbd-435c-98f3-4131bb21f8bc</guid><pubDate>Sat, 12 Nov 2022 10:31:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246068/allin_e104.mp3" length="122818238" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/897ae109-1c33-457f-ba5d-2eba0153adec/897ae109-1c33-457f-ba5d-2eba0153adec.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/897ae109-1c33-457f-ba5d-2eba0153adec/897ae109-1c33-457f-ba5d-2eba0153adec.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/897ae109-1c33-457f-ba5d-2eba0153adec/897ae109-1c33-457f-ba5d-2eba0153adec.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk,...</itunes:subtitle><itunes:summary><![CDATA[(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more! (43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence (1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html</a> <a href="https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869</a> <a href="https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal</a> <a href="https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor" target="_blank" rel="noreferrer noopener"> https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor</a> <a href="https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight" target="_blank" rel="noreferrer noopener"> https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight</a> <a href="https://twitter.com/GordonJohnson19/status/1591062535586848768" target="_blank" rel="noreferrer noopener">https://twitter.com/GordonJohnson19/status/1591062535586848768</a>]]></itunes:summary><itunes:duration>5118</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview &amp; more</title><link>https://www.spreaker.com/episode/e103-tech-layoffs-surge-big-tech-freezes-hiring-optimizing-for-profits-election-preview-more--75246214</link><description><![CDATA[(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated (35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years (54:04) Midterm election preview, understanding the shift toward populism (1:17:32) Science corner: Understanding Meta's AlphaFold competitor Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/elonmusk/status/1588538640401018880" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1588538640401018880</a> <a href="https://twitter.com/yoyoel/status/1587230924554399744" target="_blank" rel="noreferrer noopener">https://twitter.com/yoyoel/status/1587230924554399744</a> <a href="https://twitter.com/dee_bosa/status/1587158734689767425" target="_blank" rel="noreferrer noopener">https://twitter.com/dee_bosa/status/1587158734689767425</a> <a href="https://twitter.com/TechBroDrip/status/1586370087287521280" target="_blank" rel="noreferrer noopener">https://twitter.com/TechBroDrip/status/1586370087287521280</a> <a href="https://twitter.com/elonmusk/status/1586149451348910081" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1586149451348910081</a> <a href="https://layoffs.fyi" target="_blank" rel="noreferrer noopener">https://layoffs.fyi</a> <a href="https://twitter.com/Post_Market/status/1577793695734284289" target="_blank" rel="noreferrer noopener">https://twitter.com/Post_Market/status/1577793695734284289</a> <a href="https://twitter.com/bullfightcap/status/1588311417052012544" target="_blank" rel="noreferrer noopener">https://twitter.com/bullfightcap/status/1588311417052012544</a> <a href="https://www.youtube.com/watch?v=vBkzm4a7iY4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=vBkzm4a7iY4</a> <a href="https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&amp;symbol=COIN5259271" target="_blank" rel="noreferrer noopener"> https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&amp;symbol=COIN5259271</a> <a href="https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month" target="_blank" rel="noreferrer noopener"> https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate" target="_blank" rel="noreferrer noopener"> https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate</a> <a href="https://www.bbc.com/news/business-63471725" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/business-63471725</a> <a href="https://www.google.com/finance" target="_blank" rel="noreferrer noopener">https://www.google.com/finance</a> <a href="https://twitter.com/bgurley/status/1554589241560010753" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley/status/1554589241560010753</a> <a href="https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report" target="_blank" rel="noreferrer noopener"> https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report</a> <a href="https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html</a> <a href="https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879</a> <a href="https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement</a> <a href="https://projects.fivethirtyeight.com/biden-approval-rating/" target="_blank" rel="noreferrer noopener">https://projects.fivethirtyeight.com/biden-approval-rating/</a> <a href="https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric" target="_blank" rel="noreferrer noopener"> https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric</a> <a href="https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&amp;s=MCSSTUS1&amp;f=M" target="_blank" rel="noreferrer noopener"> https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&amp;s=MCSSTUS1&amp;f=M</a> <a href="https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy" target="_blank" rel="noreferrer noopener"> https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy</a>]]></description><guid isPermaLink="false">03f6f003-0347-4a85-97a8-d8bebd24431d</guid><pubDate>Sat, 05 Nov 2022 09:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246214/allin_e103.mp3" length="127926030" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/acca443e-1b34-409b-95e4-6af0bf399bbf/acca443e-1b34-409b-95e4-6af0bf399bbf.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/acca443e-1b34-409b-95e4-6af0bf399bbf/acca443e-1b34-409b-95e4-6af0bf399bbf.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/acca443e-1b34-409b-95e4-6af0bf399bbf/acca443e-1b34-409b-95e4-6af0bf399bbf.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated (35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years (54:04) Midterm election preview, understanding the shift toward populism (1:17:32) Science corner: Understanding Meta's AlphaFold competitor Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/elonmusk/status/1588538640401018880" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1588538640401018880</a> <a href="https://twitter.com/yoyoel/status/1587230924554399744" target="_blank" rel="noreferrer noopener">https://twitter.com/yoyoel/status/1587230924554399744</a> <a href="https://twitter.com/dee_bosa/status/1587158734689767425" target="_blank" rel="noreferrer noopener">https://twitter.com/dee_bosa/status/1587158734689767425</a> <a href="https://twitter.com/TechBroDrip/status/1586370087287521280" target="_blank" rel="noreferrer noopener">https://twitter.com/TechBroDrip/status/1586370087287521280</a> <a href="https://twitter.com/elonmusk/status/1586149451348910081" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1586149451348910081</a> <a href="https://layoffs.fyi" target="_blank" rel="noreferrer noopener">https://layoffs.fyi</a> <a href="https://twitter.com/Post_Market/status/1577793695734284289" target="_blank" rel="noreferrer noopener">https://twitter.com/Post_Market/status/1577793695734284289</a> <a href="https://twitter.com/bullfightcap/status/1588311417052012544" target="_blank" rel="noreferrer noopener">https://twitter.com/bullfightcap/status/1588311417052012544</a> <a href="https://www.youtube.com/watch?v=vBkzm4a7iY4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=vBkzm4a7iY4</a> <a href="https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&amp;symbol=COIN5259271" target="_blank" rel="noreferrer noopener"> https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&amp;symbol=COIN5259271</a> <a href="https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month" target="_blank" rel="noreferrer noopener"> https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5331</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline &amp; more</title><link>https://www.spreaker.com/episode/e102-elon-closes-twitter-deal-meta-uncertainty-zuck-s-historic-bet-big-tech-decline-more--75246117</link><description><![CDATA[(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China (1:27:29) Science corner: Gut microbiome advancements Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/TWTR:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TWTR:NYSE</a> <a href="https://twitter.com/elonmusk/status/1586059953311137792" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1586059953311137792</a> <a href="https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18" target="_blank" rel="noreferrer noopener"> https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://fred.stlouisfed.org/series/EFFR" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/EFFR</a> <a href="https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks" target="_blank" rel="noreferrer noopener"> https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks</a> <a href="https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621</a> <a href="https://twitter.com/BillAckman/status/1581831084219645952" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1581831084219645952</a>]]></description><guid isPermaLink="false">33ec7945-d6b8-4eea-9539-f2da19a5496c</guid><pubDate>Sat, 29 Oct 2022 07:51:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246117/allin_e102.mp3" length="138266694" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/1f3f9b48-1f95-489c-b630-471bfb9b4e03/1f3f9b48-1f95-489c-b630-471bfb9b4e03.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/1f3f9b48-1f95-489c-b630-471bfb9b4e03/1f3f9b48-1f95-489c-b630-471bfb9b4e03.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/1f3f9b48-1f95-489c-b630-471bfb9b4e03/1f3f9b48-1f95-489c-b630-471bfb9b4e03.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China (1:27:29) Science corner: Gut microbiome advancements Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/TWTR:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TWTR:NYSE</a> <a href="https://twitter.com/elonmusk/status/1586059953311137792" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1586059953311137792</a> <a href="https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18" target="_blank" rel="noreferrer noopener"> https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://fred.stlouisfed.org/series/EFFR" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/EFFR</a> <a href="https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks" target="_blank" rel="noreferrer noopener"> https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks</a> <a href="https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621</a> <a href="https://twitter.com/BillAckman/status/1581831084219645952" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1581831084219645952</a>]]></itunes:summary><itunes:duration>5761</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks &amp; more</title><link>https://www.spreaker.com/episode/e101-ye-acquires-parler-snap-drops-30-macro-outlook-vc-metrics-valuing-stocks-more--75246084</link><description><![CDATA[(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics (1:05:38) The difficulty of active stock picking and valuing businesses (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/SNAP:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href="https://www.statista.com/statistics/545967/snapchat-app-dau" target="_blank" rel="noreferrer noopener">https://www.statista.com/statistics/545967/snapchat-app-dau</a> <a href="https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts</a> <a href="https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value</a> <a href="https://twitter.com/elonmusk/status/1520643441994387456" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1520643441994387456</a> <a href="https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256</a> <a href="https://voterguide.sos.ca.gov/propositions/30" target="_blank" rel="noreferrer noopener">https://voterguide.sos.ca.gov/propositions/30</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEGDQ188S</a>]]></description><guid isPermaLink="false">5a960c7c-d1e0-41e5-8f92-1d63ef2dd2d4</guid><pubDate>Sat, 22 Oct 2022 06:28:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246084/allin_e101.mp3" length="145542915" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ba5df29-6e3d-4c5e-92d5-027f453a4b69/9ba5df29-6e3d-4c5e-92d5-027f453a4b69.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ba5df29-6e3d-4c5e-92d5-027f453a4b69/9ba5df29-6e3d-4c5e-92d5-027f453a4b69.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/9ba5df29-6e3d-4c5e-92d5-027f453a4b69/9ba5df29-6e3d-4c5e-92d5-027f453a4b69.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics (1:05:38) The difficulty of active stock picking and valuing businesses (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/SNAP:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href="https://www.statista.com/statistics/545967/snapchat-app-dau" target="_blank" rel="noreferrer noopener">https://www.statista.com/statistics/545967/snapchat-app-dau</a> <a href="https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts</a> <a href="https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value</a> <a href="https://twitter.com/elonmusk/status/1520643441994387456" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1520643441994387456</a> <a href="https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256</a> <a href="https://voterguide.sos.ca.gov/propositions/30" target="_blank" rel="noreferrer noopener">https://voterguide.sos.ca.gov/propositions/30</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEGDQ188S</a>]]></itunes:summary><itunes:duration>6065</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon &amp; more</title><link>https://www.spreaker.com/episode/e100-reflecting-on-the-first-100-shows-fan-questions-nuclear-threat-markets-amazon-more--75246039</link><description><![CDATA[(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more (53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario (1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10</a> <a href="https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html</a> <a href="https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404</a> <a href="https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report</a> <a href="https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html</a>]]></description><guid isPermaLink="false">480e7622-8f11-4f82-bffd-1136f229e0eb</guid><pubDate>Fri, 14 Oct 2022 08:56:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246039/allin_e100.mp3" length="129428076" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/9451c503-7c7e-4538-94a2-08e17116821d/9451c503-7c7e-4538-94a2-08e17116821d.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/9451c503-7c7e-4538-94a2-08e17116821d/9451c503-7c7e-4538-94a2-08e17116821d.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/9451c503-7c7e-4538-94a2-08e17116821d/9451c503-7c7e-4538-94a2-08e17116821d.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more (53:43) Ukraine/Russia...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more (53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario (1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10</a> <a href="https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html</a> <a href="https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404</a> <a href="https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report</a> <a href="https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html</a>]]></itunes:summary><itunes:duration>5393</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 &amp; more</title><link>https://www.spreaker.com/episode/e99-cheating-scandals-twitter-updates-rapid-ai-advancements-biden-s-pardon-section-230-more--75245979</link><description><![CDATA[0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads 49:45 Biden pardons all prior federal offenses of marijuana possession 59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524</a> <a href="https://twitter.com/Billyhottakes/status/1576246821139070976" target="_blank" rel="noreferrer noopener">https://twitter.com/Billyhottakes/status/1576246821139070976</a> <a href="https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share</a> <a href="https://makeavideo.studio" target="_blank" rel="noreferrer noopener">https://makeavideo.studio</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://twitter.com/POTUS/status/1578097875480895489" target="_blank" rel="noreferrer noopener">https://twitter.com/POTUS/status/1578097875480895489</a> <a href="https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win" target="_blank" rel="noreferrer noopener"> https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win</a> <a href="https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny</a>]]></description><guid isPermaLink="false">995b2678-ca49-4e38-8dba-9d465df9dc66</guid><pubDate>Fri, 07 Oct 2022 07:38:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245979/allin_e99_1.mp3" length="123109349" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/eccdcd6b-a673-4c57-89d9-f4c8942cf1c8/eccdcd6b-a673-4c57-89d9-f4c8942cf1c8.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/eccdcd6b-a673-4c57-89d9-f4c8942cf1c8/eccdcd6b-a673-4c57-89d9-f4c8942cf1c8.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/eccdcd6b-a673-4c57-89d9-f4c8942cf1c8/eccdcd6b-a673-4c57-89d9-f4c8942cf1c8.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads 49:45 Biden pardons all prior federal...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads 49:45 Biden pardons all prior federal offenses of marijuana possession 59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524</a> <a href="https://twitter.com/Billyhottakes/status/1576246821139070976" target="_blank" rel="noreferrer noopener">https://twitter.com/Billyhottakes/status/1576246821139070976</a> <a href="https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share</a> <a href="https://makeavideo.studio" target="_blank" rel="noreferrer noopener">https://makeavideo.studio</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://twitter.com/POTUS/status/1578097875480895489" target="_blank" rel="noreferrer noopener">https://twitter.com/POTUS/status/1578097875480895489</a> <a href="https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win" target="_blank" rel="noreferrer noopener"> https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win</a> <a href="https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny</a>]]></itunes:summary><itunes:duration>5130</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine &amp; more</title><link>https://www.spreaker.com/episode/e98-big-tech-starts-making-cuts-fed-incompetency-global-debt-russia-ukraine-more--75245961</link><description><![CDATA[0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://www.google.com/finance/quote/AAPL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/AAPL:NASDAQ</a> <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html</a> <a href="https://www.google.com/finance/quote/NFLX:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NFLX:NASDAQ</a> <a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade" target="_blank" rel="noreferrer noopener"> https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade</a> <a href="https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up</a> <a href="https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html</a> <a href="https://www.xe.com/currencycharts/?from=GBP&amp;to=USD&amp;view=1M" target="_blank" rel="noreferrer noopener"> https://www.xe.com/currencycharts/?from=GBP&amp;to=USD&amp;view=1M</a> <a href="https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm</a> <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795</a> <a href="https://goop.com/subscribe" target="_blank" rel="noreferrer noopener">https://goop.com/subscribe</a> <a href="https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29</a> <a href="https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30</a> <a href="https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30</a> <a href="https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530" target="_blank" rel="noreferrer noopener"> https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530</a> <a href="https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine" target="_blank" rel="noreferrer noopener"> https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine</a>]]></description><guid isPermaLink="false">381aa1f5-56bd-4ea1-a5cd-6d6ea6d09276</guid><pubDate>Sat, 01 Oct 2022 03:32:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245961/allin_e98.mp3" length="114664586" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/60430eeb-c0dc-4f64-8c54-a54507e92644/60430eeb-c0dc-4f64-8c54-a54507e92644.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/60430eeb-c0dc-4f64-8c54-a54507e92644/60430eeb-c0dc-4f64-8c54-a54507e92644.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/60430eeb-c0dc-4f64-8c54-a54507e92644/60430eeb-c0dc-4f64-8c54-a54507e92644.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update Follow the besties:...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring</a> <a href="https://www.google.com/finance/quote/META:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/META:NASDAQ</a> <a href="https://www.google.com/finance/quote/AAPL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/AAPL:NASDAQ</a> <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html</a> <a href="https://www.google.com/finance/quote/NFLX:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NFLX:NASDAQ</a> <a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade" target="_blank" rel="noreferrer noopener"> https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade</a> <a href="https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up</a> <a href="https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html</a> <a href="https://www.xe.com/currencycharts/?from=GBP&amp;to=USD&amp;view=1M" target="_blank" rel="noreferrer noopener"> https://www.xe.com/currencycharts/?from=GBP&amp;to=USD&amp;view=1M</a> <a...]]></itunes:summary><itunes:duration>4778</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E97: SPAC updates, public/private market overview, Putin's end game &amp; more</title><link>https://www.spreaker.com/episode/e97-spac-updates-public-private-market-overview-putin-s-end-game-more--75246243</link><description><![CDATA[0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict 50:45 Government-heavy climate plans, Dilbert/ESG backlash 1:01:20 Poker plans, chess cheating scandal Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://youtu.be/AODfsBMGzGQ" target="_blank" rel="noreferrer noopener">https://youtu.be/AODfsBMGzGQ</a> <a href="https://twitter.com/chamath/status/1461453308623659010" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1461453308623659010</a> <a href="https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021" target="_blank" rel="noreferrer noopener"> https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021</a> <a href="https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor" target="_blank" rel="noreferrer noopener"> https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor</a> <a href="https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund</a> <a href="https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html</a> <a href="https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/" target="_blank" rel="noreferrer noopener"> https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/</a> <a href="https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html</a> <a href="https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999" target="_blank" rel="noreferrer noopener"> https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999</a> <a href="https://www.brown.edu/news/2021-09-01/costsofwar" target="_blank" rel="noreferrer noopener">https://www.brown.edu/news/2021-09-01/costsofwar</a> <a href="https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766</a> <a href="https://twitter.com/UncommonYield/status/1572743593508638722" target="_blank" rel="noreferrer noopener">https://twitter.com/UncommonYield/status/1572743593508638722</a> <a href="https://twitter.com/Jason/status/1572399621389062145" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1572399621389062145</a>]]></description><guid isPermaLink="false">e0cd025b-1f4c-4847-b6d6-99c4dba9b24d</guid><pubDate>Fri, 23 Sep 2022 05:44:40 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246243/allin_e97_1.mp3" length="122242367" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/4a7c2776-44e0-4c07-8a7e-bdd9ec2420af/4a7c2776-44e0-4c07-8a7e-bdd9ec2420af.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4a7c2776-44e0-4c07-8a7e-bdd9ec2420af/4a7c2776-44e0-4c07-8a7e-bdd9ec2420af.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4a7c2776-44e0-4c07-8a7e-bdd9ec2420af/4a7c2776-44e0-4c07-8a7e-bdd9ec2420af.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game,...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict 50:45 Government-heavy climate plans, Dilbert/ESG backlash 1:01:20 Poker plans, chess cheating scandal Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://youtu.be/AODfsBMGzGQ" target="_blank" rel="noreferrer noopener">https://youtu.be/AODfsBMGzGQ</a> <a href="https://twitter.com/chamath/status/1461453308623659010" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1461453308623659010</a> <a href="https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021" target="_blank" rel="noreferrer noopener"> https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021</a> <a href="https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor" target="_blank" rel="noreferrer noopener"> https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor</a> <a href="https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund</a> <a href="https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html</a> <a href="https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/" target="_blank" rel="noreferrer noopener"> https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/</a> <a href="https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html</a> <a href="https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999" target="_blank" rel="noreferrer noopener"> https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999</a> <a href="https://www.brown.edu/news/2021-09-01/costsofwar" target="_blank" rel="noreferrer noopener">https://www.brown.edu/news/2021-09-01/costsofwar</a> <a href="https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5094</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture &amp; more</title><link>https://www.spreaker.com/episode/e96-adobe-acquires-figma-for-20b-tpb-spac-fedex-ceo-s-recession-warning-macro-picture-more--75246109</link><description><![CDATA[0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg breaks down the latest TPB SPAC news 1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022 1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/ADBE:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ADBE:NASDAQ</a> <a href="https://www.figma.com/blog/a-new-collaboration-with-adobe" target="_blank" rel="noreferrer noopener">https://www.figma.com/blog/a-new-collaboration-with-adobe</a> <a href="https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html</a> <a href="https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship" target="_blank" rel="noreferrer noopener"> https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship</a> <a href="https://twitter.com/LizAnnSonders/status/1570711614277419009" target="_blank" rel="noreferrer noopener">https://twitter.com/LizAnnSonders/status/1570711614277419009</a> <a href="https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html</a> <a href="https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/</a> <a href="https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis</a>]]></description><guid isPermaLink="false">99976805-6406-4746-9189-983efe3fa165</guid><pubDate>Sat, 17 Sep 2022 03:41:57 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246109/allin_e96.mp3" length="131779734" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/39f3c539-3574-418e-a438-b7b420235e51/39f3c539-3574-418e-a438-b7b420235e51.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/39f3c539-3574-418e-a438-b7b420235e51/39f3c539-3574-418e-a438-b7b420235e51.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/39f3c539-3574-418e-a438-b7b420235e51/39f3c539-3574-418e-a438-b7b420235e51.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg breaks down the latest TPB SPAC news 1:00:37 Pfizer...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg breaks down the latest TPB SPAC news 1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022 1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/ADBE:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ADBE:NASDAQ</a> <a href="https://www.figma.com/blog/a-new-collaboration-with-adobe" target="_blank" rel="noreferrer noopener">https://www.figma.com/blog/a-new-collaboration-with-adobe</a> <a href="https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html</a> <a href="https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship" target="_blank" rel="noreferrer noopener"> https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship</a> <a href="https://twitter.com/LizAnnSonders/status/1570711614277419009" target="_blank" rel="noreferrer noopener">https://twitter.com/LizAnnSonders/status/1570711614277419009</a> <a href="https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html</a> <a href="https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/</a> <a href="https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis</a>]]></itunes:summary><itunes:duration>5491</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm &amp; more</title><link>https://www.spreaker.com/episode/e95-winter-is-coming-europe-s-energy-crisis-kim-kardashian-s-new-pe-firm-more--75245897</link><description><![CDATA[0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribing of amphetamines to children Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/theallinpod/status/1568294657632907268" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod/status/1568294657632907268</a> <a href="https://www.youtube.com/watch?v=FfJv9QYrlwg" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=FfJv9QYrlwg</a> <a href="https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html" target="_blank" rel="noreferrer noopener"> https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html</a> <a href="https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html</a> <a href="https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html" target="_blank" rel="noreferrer noopener"> https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html</a> <a href="https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html</a> <a href="https://twitter.com/aaronjmate/status/1566484400224993280" target="_blank" rel="noreferrer noopener">https://twitter.com/aaronjmate/status/1566484400224993280</a>  ]]></description><guid isPermaLink="false">71de3653-42c1-4766-aa4d-4e1c8983e4b0</guid><pubDate>Sat, 10 Sep 2022 09:14:07 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245897/allin_e95.mp3" length="108023025" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/0fb9af1e-8e5f-4b1e-9ba8-f429022ffbae/0fb9af1e-8e5f-4b1e-9ba8-f429022ffbae.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0fb9af1e-8e5f-4b1e-9ba8-f429022ffbae/0fb9af1e-8e5f-4b1e-9ba8-f429022ffbae.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0fb9af1e-8e5f-4b1e-9ba8-f429022ffbae/0fb9af1e-8e5f-4b1e-9ba8-f429022ffbae.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming:...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribing of amphetamines to children Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/theallinpod/status/1568294657632907268" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod/status/1568294657632907268</a> <a href="https://www.youtube.com/watch?v=FfJv9QYrlwg" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=FfJv9QYrlwg</a> <a href="https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html" target="_blank" rel="noreferrer noopener"> https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html</a> <a href="https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html</a> <a href="https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html" target="_blank" rel="noreferrer noopener"> https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html</a> <a href="https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html</a> <a href="https://twitter.com/aaronjmate/status/1566484400224993280" target="_blank" rel="noreferrer noopener">https://twitter.com/aaronjmate/status/1566484400224993280</a>  ]]></itunes:summary><itunes:duration>4501</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E94: NFT volume plummets, California's overreach, FBI meddling, climate change &amp; national security</title><link>https://www.spreaker.com/episode/e94-nft-volume-plummets-california-s-overreach-fbi-meddling-climate-change-national-security--75246007</link><description><![CDATA[(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue (40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story (52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure (1:06:04) Besties reflect on Mikhail Gorbachev's passing Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days" target="_blank" rel="noreferrer noopener"> https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days</a> <a href="https://www.youtube.com/watch?v=XlXSGqvP-A8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=XlXSGqvP-A8</a> <a href="https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/" target="_blank" rel="noreferrer noopener"> https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/</a> <a href="https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html</a> <a href="https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509</a>]]></description><guid isPermaLink="false">6156d011-cf1a-4917-a22a-cb54d14f6aeb</guid><pubDate>Thu, 01 Sep 2022 15:14:19 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246007/allin_e94_1.mp3" length="119565157" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/0649675d-5842-4dab-90a6-8b4696f4cb93/0649675d-5842-4dab-90a6-8b4696f4cb93.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0649675d-5842-4dab-90a6-8b4696f4cb93/0649675d-5842-4dab-90a6-8b4696f4cb93.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0649675d-5842-4dab-90a6-8b4696f4cb93/0649675d-5842-4dab-90a6-8b4696f4cb93.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue (40:15) Zuckerberg on Rogan, FBI...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue (40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story (52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure (1:06:04) Besties reflect on Mikhail Gorbachev's passing Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days" target="_blank" rel="noreferrer noopener"> https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days</a> <a href="https://www.youtube.com/watch?v=XlXSGqvP-A8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=XlXSGqvP-A8</a> <a href="https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/" target="_blank" rel="noreferrer noopener"> https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/</a> <a href="https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html</a> <a href="https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509</a>]]></itunes:summary><itunes:duration>4982</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness &amp; more</title><link>https://www.spreaker.com/episode/e93-twitter-whistleblower-cloud-security-vulnerabilities-student-debt-forgiveness-more--75245810</link><description><![CDATA[0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities 33:54 Student loan forgiveness 1:03:25 Red wave or red ripple? 1:07:57 Science corner: Gut microbiome, fecal transplants Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam</a> <a href="https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users</a> <a href="https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html</a> <a href="https://time.com/6207996/twitter-whistleblower-allegations/" target="_blank" rel="noreferrer noopener">https://time.com/6207996/twitter-whistleblower-allegations/</a> <a href="https://twitter.com/DavidSacks/status/1562179576800763904" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1562179576800763904</a> <a href="https://twitter.com/DavidSacks/status/1562179705322684416" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1562179705322684416</a> <a href="https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23</a> <a href="https://twitter.com/elonmusk/status/1562105413977493504" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1562105413977493504</a> <a href="https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2" target="_blank" rel="noreferrer noopener"> https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2</a> <a href="https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html</a> <a href="https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards" target="_blank" rel="noreferrer noopener"> https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards</a> <a href="https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders" target="_blank" rel="noreferrer noopener"> https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders</a> <a href="https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition" target="_blank" rel="noreferrer noopener"> https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition</a> <a href="https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers" target="_blank" rel="noreferrer noopener"> https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers</a> <a href="https://twitter.com/LHSummers/status/1562040653432999936" target="_blank" rel="noreferrer noopener">https://twitter.com/LHSummers/status/1562040653432999936</a> <a href="https://www.socialcapital.com/ideas/2021-annual-letter" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/ideas/2021-annual-letter</a> <a href="https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple" target="_blank" rel="noreferrer noopener"> https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple</a> <a href="https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf" target="_blank" rel="noreferrer noopener">https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf</a> <a href="https://grow.google" target="_blank" rel="noreferrer noopener">https://grow.google</a>]]></description><guid isPermaLink="false">f6844224-7093-40ce-8e1b-87213d380101</guid><pubDate>Fri, 26 Aug 2022 09:15:59 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245810/allin_e93.mp3" length="120811295" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/6c33bbd2-25bf-4411-bb76-0e44cc0d0faa/6c33bbd2-25bf-4411-bb76-0e44cc0d0faa.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6c33bbd2-25bf-4411-bb76-0e44cc0d0faa/6c33bbd2-25bf-4411-bb76-0e44cc0d0faa.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6c33bbd2-25bf-4411-bb76-0e44cc0d0faa/6c33bbd2-25bf-4411-bb76-0e44cc0d0faa.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities 33:54 Student loan forgiveness 1:03:25 Red wave or...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities 33:54 Student loan forgiveness 1:03:25 Red wave or red ripple? 1:07:57 Science corner: Gut microbiome, fecal transplants Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam</a> <a href="https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users</a> <a href="https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html</a> <a href="https://time.com/6207996/twitter-whistleblower-allegations/" target="_blank" rel="noreferrer noopener">https://time.com/6207996/twitter-whistleblower-allegations/</a> <a href="https://twitter.com/DavidSacks/status/1562179576800763904" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1562179576800763904</a> <a href="https://twitter.com/DavidSacks/status/1562179705322684416" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1562179705322684416</a> <a href="https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23</a> <a href="https://twitter.com/elonmusk/status/1562105413977493504" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1562105413977493504</a> <a href="https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2" target="_blank" rel="noreferrer noopener"> https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2</a> <a href="https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html</a> <a href="https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards" target="_blank" rel="noreferrer noopener"> https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards</a> <a...]]></itunes:summary><itunes:duration>5034</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act &amp; more</title><link>https://www.spreaker.com/episode/e92-adam-neumann-s-second-act-a16z-s-350m-bet-housing-policy-inflation-reduction-act-more--75246137</link><description><![CDATA[0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should the US be worried? 1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more 1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html</a> <a href="https://www.google.com/finance/quote/PLD:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/PLD:NYSE</a> <a href="https://www.google.com/finance/quote/WE:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/WE:NYSE</a> <a href="https://www.google.com/finance/quote/BX:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BX:NYSE</a> <a href="https://a16z.com/2020/04/18/its-time-to-build" target="_blank" rel="noreferrer noopener">https://a16z.com/2020/04/18/its-time-to-build</a> <a href="https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing</a> <a href="https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023</a> <a href="https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</a> <a href="https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790</a> <a href="https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16</a> <a href="https://www.foreignaffairs.com/ukraine/playing-fire-ukraine" target="_blank" rel="noreferrer noopener">https://www.foreignaffairs.com/ukraine/playing-fire-ukraine</a> <a href="https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf" target="_blank" rel="noreferrer noopener"> https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf</a> <a href="https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all" target="_blank" rel="noreferrer noopener"> https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all</a> <a href="https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html" target="_blank" rel="noreferrer noopener"> https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html</a>]]></description><guid isPermaLink="false">f52cc256-9451-4698-af67-3a1041f2a8c0</guid><pubDate>Sat, 20 Aug 2022 07:52:36 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246137/allin_e92.mp3" length="142624237" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/0d10baa9-3f47-472e-8f81-ead504eb63fa/0d10baa9-3f47-472e-8f81-ead504eb63fa.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0d10baa9-3f47-472e-8f81-ead504eb63fa/0d10baa9-3f47-472e-8f81-ead504eb63fa.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0d10baa9-3f47-472e-8f81-ead504eb63fa/0d10baa9-3f47-472e-8f81-ead504eb63fa.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should the US be worried? 1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more 1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html</a> <a href="https://www.google.com/finance/quote/PLD:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/PLD:NYSE</a> <a href="https://www.google.com/finance/quote/WE:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/WE:NYSE</a> <a href="https://www.google.com/finance/quote/BX:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/BX:NYSE</a> <a href="https://a16z.com/2020/04/18/its-time-to-build" target="_blank" rel="noreferrer noopener">https://a16z.com/2020/04/18/its-time-to-build</a> <a href="https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing</a> <a href="https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023</a> <a href="https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</a> <a href="https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790</a> <a href="https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16</a> <a href="https://www.foreignaffairs.com/ukraine/playing-fire-ukraine" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5943</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI</title><link>https://www.spreaker.com/episode/e91-softbank-s-21b-vision-fund-loss-signals-of-a-bubble-macro-picture-trump-raided-by-fbi--75246071</link><description><![CDATA[0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf" target="_blank" rel="noreferrer noopener"> https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf</a> <a href="https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047</a> <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-81222" target="_blank" rel="noreferrer noopener">https://cloudedjudgement.substack.com/p/clouded-judgement-81222</a> <a href="https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801</a> <a href="https://fred.stlouisfed.org/series/FIXHAI" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FIXHAI</a> <a href="https://www.newyorkfed.org/microeconomics/hhdc" target="_blank" rel="noreferrer noopener">https://www.newyorkfed.org/microeconomics/hhdc</a> <a href="https://twitter.com/AndrewYang/status/1556987104219090945" target="_blank" rel="noreferrer noopener">https://twitter.com/AndrewYang/status/1556987104219090945</a> <a href="https://twitter.com/andrewcuomo/status/1556990308424028163" target="_blank" rel="noreferrer noopener">https://twitter.com/andrewcuomo/status/1556990308424028163</a> <a href="https://twitter.com/elonmusk/status/1546669610509799424" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1546669610509799424</a> <a href="https://twitter.com/michaeljburry/status/1557934401505308672" target="_blank" rel="noreferrer noopener">https://twitter.com/michaeljburry/status/1557934401505308672</a>]]></description><guid isPermaLink="false">e077776d-78f1-45b8-93e5-cab89891cfc7</guid><pubDate>Sat, 13 Aug 2022 05:56:29 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246071/allin_e91.mp3" length="66249439" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/3bcbe73a-c0fc-428c-b3bb-2ae15a047b7b/3bcbe73a-c0fc-428c-b3bb-2ae15a047b7b.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/3bcbe73a-c0fc-428c-b3bb-2ae15a047b7b/3bcbe73a-c0fc-428c-b3bb-2ae15a047b7b.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/3bcbe73a-c0fc-428c-b3bb-2ae15a047b7b/3bcbe73a-c0fc-428c-b3bb-2ae15a047b7b.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf" target="_blank" rel="noreferrer noopener"> https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf</a> <a href="https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047</a> <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-81222" target="_blank" rel="noreferrer noopener">https://cloudedjudgement.substack.com/p/clouded-judgement-81222</a> <a href="https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801</a> <a href="https://fred.stlouisfed.org/series/FIXHAI" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FIXHAI</a> <a href="https://www.newyorkfed.org/microeconomics/hhdc" target="_blank" rel="noreferrer noopener">https://www.newyorkfed.org/microeconomics/hhdc</a> <a href="https://twitter.com/AndrewYang/status/1556987104219090945" target="_blank" rel="noreferrer noopener">https://twitter.com/AndrewYang/status/1556987104219090945</a> <a href="https://twitter.com/andrewcuomo/status/1556990308424028163" target="_blank" rel="noreferrer noopener">https://twitter.com/andrewcuomo/status/1556990308424028163</a> <a href="https://twitter.com/elonmusk/status/1546669610509799424" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1546669610509799424</a> <a href="https://twitter.com/michaeljburry/status/1557934401505308672" target="_blank" rel="noreferrer noopener">https://twitter.com/michaeljburry/status/1557934401505308672</a>]]></itunes:summary><itunes:duration>4141</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit &amp; more</title><link>https://www.spreaker.com/episode/e90-twitter-subpoenas-market-overview-pelosi-s-taiwan-visit-more--75245972</link><description><![CDATA[0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit  Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1554963395660566533" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1554963395660566533</a> <a href="https://davidsacks.medium.com" target="_blank" rel="noreferrer noopener">https://davidsacks.medium.com</a> <a href="https://ycharts.com/indicators/us_gas_price" target="_blank" rel="noreferrer noopener">https://ycharts.com/indicators/us_gas_price</a> <a href="https://www.macrotrends.net/1369/crude-oil-price-history-chart" target="_blank" rel="noreferrer noopener">https://www.macrotrends.net/1369/crude-oil-price-history-chart</a> <a href="https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue" target="_blank" rel="noreferrer noopener">https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue</a> <a href="https://twitter.com/mkraju/status/1554485039710310401" target="_blank" rel="noreferrer noopener">https://twitter.com/mkraju/status/1554485039710310401</a> <a href="https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png" target="_blank" rel="noreferrer noopener"> https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png</a> <a href="https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html</a>]]></description><guid isPermaLink="false">ab1e7566-0915-47f4-9dbb-22e1ee289641</guid><pubDate>Fri, 05 Aug 2022 03:50:36 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245972/allin_e90.mp3" length="48823054" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/c836b92c-f067-476f-8635-9ae6aa2fd6c5/c836b92c-f067-476f-8635-9ae6aa2fd6c5.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/c836b92c-f067-476f-8635-9ae6aa2fd6c5/c836b92c-f067-476f-8635-9ae6aa2fd6c5.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/c836b92c-f067-476f-8635-9ae6aa2fd6c5/c836b92c-f067-476f-8635-9ae6aa2fd6c5.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit  Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit  Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1554963395660566533" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1554963395660566533</a> <a href="https://davidsacks.medium.com" target="_blank" rel="noreferrer noopener">https://davidsacks.medium.com</a> <a href="https://ycharts.com/indicators/us_gas_price" target="_blank" rel="noreferrer noopener">https://ycharts.com/indicators/us_gas_price</a> <a href="https://www.macrotrends.net/1369/crude-oil-price-history-chart" target="_blank" rel="noreferrer noopener">https://www.macrotrends.net/1369/crude-oil-price-history-chart</a> <a href="https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue" target="_blank" rel="noreferrer noopener">https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue</a> <a href="https://twitter.com/mkraju/status/1554485039710310401" target="_blank" rel="noreferrer noopener">https://twitter.com/mkraju/status/1554485039710310401</a> <a href="https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png" target="_blank" rel="noreferrer noopener"> https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png</a> <a href="https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html</a>]]></itunes:summary><itunes:duration>3052</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen &amp; more</title><link>https://www.spreaker.com/episode/e89-gdp-growth-negative-in-q2-shop-layoffs-alzheimer-s-fraud-ginkgo-acquires-zymergen-more--75245930</link><description><![CDATA[0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate 36:33 "Inflation Reduction Act", how government subsidies can stifle innovation 59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M 1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20" target="_blank" rel="noreferrer noopener"> https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20</a> <a href="https://news.shopify.com/changes-to-shopifys-team" target="_blank" rel="noreferrer noopener">https://news.shopify.com/changes-to-shopifys-team</a> <a href="https://www.google.com/finance/quote/TDOC:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TDOC:NYSE</a> <a href="https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323</a> <a href="https://twitter.com/jamiedupree/status/1552406981637545993" target="_blank" rel="noreferrer noopener">https://twitter.com/jamiedupree/status/1552406981637545993</a> <a href="https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html</a> <a href="https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease" target="_blank" rel="noreferrer noopener"> https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease</a> <a href="https://www.nature.com/articles/s41380-022-01661-0" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41380-022-01661-0</a> <a href="https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/" target="_blank" rel="noreferrer noopener"> https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/</a> <a href="https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html</a> <a href="https://twitter.com/ConanOBrien/status/1552358211986006019" target="_blank" rel="noreferrer noopener">https://twitter.com/ConanOBrien/status/1552358211986006019</a> <a href="https://twitter.com/maga_cy/status/1552360064693915648" target="_blank" rel="noreferrer noopener">https://twitter.com/maga_cy/status/1552360064693915648</a>  ]]></description><guid isPermaLink="false">c5897cf0-7ac8-4d0a-a64e-3e9930e12c8c</guid><pubDate>Fri, 29 Jul 2022 02:35:29 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245930/allin_e89.mp3" length="84396376" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/3e53b755-4651-4b3a-b13b-be68a82235ec/3e53b755-4651-4b3a-b13b-be68a82235ec.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/3e53b755-4651-4b3a-b13b-be68a82235ec/3e53b755-4651-4b3a-b13b-be68a82235ec.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/3e53b755-4651-4b3a-b13b-be68a82235ec/3e53b755-4651-4b3a-b13b-be68a82235ec.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work,...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate 36:33 "Inflation Reduction Act", how government subsidies can stifle innovation 59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M 1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20" target="_blank" rel="noreferrer noopener"> https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20</a> <a href="https://news.shopify.com/changes-to-shopifys-team" target="_blank" rel="noreferrer noopener">https://news.shopify.com/changes-to-shopifys-team</a> <a href="https://www.google.com/finance/quote/TDOC:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TDOC:NYSE</a> <a href="https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323</a> <a href="https://twitter.com/jamiedupree/status/1552406981637545993" target="_blank" rel="noreferrer noopener">https://twitter.com/jamiedupree/status/1552406981637545993</a> <a href="https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html</a> <a href="https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease" target="_blank" rel="noreferrer noopener"> https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease</a> <a href="https://www.nature.com/articles/s41380-022-01661-0" target="_blank" rel="noreferrer noopener">https://www.nature.com/articles/s41380-022-01661-0</a> <a href="https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/" target="_blank" rel="noreferrer noopener"> https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/</a> <a href="https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html</a> <a href="https://twitter.com/ConanOBrien/status/1552358211986006019" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5275</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E88: First principle politics, China chaos &amp; outlook, state of private/public markets &amp; more</title><link>https://www.spreaker.com/episode/e88-first-principle-politics-china-chaos-outlook-state-of-private-public-markets-more--75246082</link><description><![CDATA[0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information economy 1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets 1:36:36 Amazon acquires One Medical Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/pelositracker_/status/1549535561718714368" target="_blank" rel="noreferrer noopener">https://twitter.com/pelositracker_/status/1549535561718714368</a> <a href="https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031</a> <a href="https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311</a> <a href="https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/</a> <a href="https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early" target="_blank" rel="noreferrer noopener"> https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early</a> <a href="https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi" target="_blank" rel="noreferrer noopener"> https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi</a> <a href="https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban" target="_blank" rel="noreferrer noopener"> https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban</a> <a href="https://poll.qu.edu/poll-release?releaseid=3852" target="_blank" rel="noreferrer noopener">https://poll.qu.edu/poll-release?releaseid=3852</a> <a href="https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html</a> <a href="https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/</a> <a href="https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430</a> <a href="https://twitter.com/micsolana/status/1549868945640914951" target="_blank" rel="noreferrer noopener">https://twitter.com/micsolana/status/1549868945640914951</a> <a href="https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/</a> <a href="https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html</a> <a href="https://twitter.com/WallStreetSilv/status/1549790086656581640" target="_blank" rel="noreferrer noopener">https://twitter.com/WallStreetSilv/status/1549790086656581640</a>   <a href="https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html</a> <a href="https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff</a> <a href="https://datacommons.org/place/country/CHN" target="_blank" rel="noreferrer noopener">https://datacommons.org/place/country/CHN</a> <a href="https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy</a> <a href="https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162</a> <a href="https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking" target="_blank" rel="noreferrer noopener"> https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking</a> <a href="https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn" target="_blank" rel="noreferrer noopener">https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn</a> <a href="https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725</a> <a href="https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/" target="_blank" rel="noreferrer noopener"> https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/</a> <a href="https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html</a> <a href="https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case</a>  ]]></description><guid isPermaLink="false">18eca6cb-6c1d-4c3e-b504-e7129844b12d</guid><pubDate>Fri, 22 Jul 2022 04:54:19 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246082/allin_e88.mp3" length="99869168" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/7950b78d-dd4a-4cf3-b5a9-196597b5b8b0/7950b78d-dd4a-4cf3-b5a9-196597b5b8b0.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/7950b78d-dd4a-4cf3-b5a9-196597b5b8b0/7950b78d-dd4a-4cf3-b5a9-196597b5b8b0.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/7950b78d-dd4a-4cf3-b5a9-196597b5b8b0/7950b78d-dd4a-4cf3-b5a9-196597b5b8b0.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information economy 1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets 1:36:36 Amazon acquires One Medical Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/pelositracker_/status/1549535561718714368" target="_blank" rel="noreferrer noopener">https://twitter.com/pelositracker_/status/1549535561718714368</a> <a href="https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031</a> <a href="https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311</a> <a href="https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/</a> <a href="https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early" target="_blank" rel="noreferrer noopener"> https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early</a> <a href="https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi" target="_blank" rel="noreferrer noopener"> https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi</a> <a href="https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban" target="_blank" rel="noreferrer noopener"> https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban</a> <a href="https://poll.qu.edu/poll-release?releaseid=3852" target="_blank" rel="noreferrer noopener">https://poll.qu.edu/poll-release?releaseid=3852</a> <a href="https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html</a> <a href="https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/</a> <a href="https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430" target="_blank"...]]></itunes:summary><itunes:duration>6242</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope &amp; more</title><link>https://www.spreaker.com/episode/e87-emerging-markets-sri-lanka-9-1-cpi-market-sentiment-nasa-s-webb-telescope-more--75246026</link><description><![CDATA[0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play BEAGLE RESCUE INFO: <a href="https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html</a> <a href="https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html</a> <a href="https://www.humanesociety.org/beaglerescue" target="_blank" rel="noreferrer noopener">https://www.humanesociety.org/beaglerescue</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&amp;locations=VN-US-CN&amp;start=1984&amp;view=chart" target="_blank" rel="noreferrer noopener"> https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&amp;locations=VN-US-CN&amp;start=1984&amp;view=chart</a> <a href="https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600</a> <a href="https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html</a> <a href="https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/</a> <a href="https://worldpopulationreview.com/countries/countries-by-gdp" target="_blank" rel="noreferrer noopener">https://worldpopulationreview.com/countries/countries-by-gdp</a> <a href="https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03</a> <a href="https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/" target="_blank" rel="noreferrer noopener">https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/</a> <a href="https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html</a> <a href="https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60</a> <a href="https://twitter.com/chamath/status/561467714485514240" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/561467714485514240</a> <a href="https://datareportal.com/reports/digital-2022-sri-lanka" target="_blank" rel="noreferrer noopener">https://datareportal.com/reports/digital-2022-sri-lanka</a> <a href="https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka" target="_blank" rel="noreferrer noopener"> https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka</a> <a href="https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa</a> <a href="https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa</a> <a href="https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/</a> <a href="https://tradingeconomics.com/united-states/inflation-cpi" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/united-states/inflation-cpi</a> <a href="https://www.redfin.com/news/data-center/" target="_blank" rel="noreferrer noopener">https://www.redfin.com/news/data-center/</a> <a href="https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/" target="_blank" rel="noreferrer noopener">https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/</a> <a href="https://fred.stlouisfed.org/series/DGS10" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/DGS10</a> <a href="https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875</a> <a href="https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487</a> <a href="https://www.google.com/finance/quote/NOTV:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NOTV:NASDAQ</a> <a href="https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328</a>]]></description><guid isPermaLink="false">d1e3ab97-5dcd-4292-8954-666f1733bfad</guid><pubDate>Thu, 14 Jul 2022 17:59:26 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246026/allin_e87.mp3" length="81564074" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/a31566d8-6b76-467d-8a9a-1f7d3a7b950f/a31566d8-6b76-467d-8a9a-1f7d3a7b950f.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a31566d8-6b76-467d-8a9a-1f7d3a7b950f/a31566d8-6b76-467d-8a9a-1f7d3a7b950f.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a31566d8-6b76-467d-8a9a-1f7d3a7b950f/a31566d8-6b76-467d-8a9a-1f7d3a7b950f.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play BEAGLE RESCUE INFO: <a href="https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html</a> <a href="https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html</a> <a href="https://www.humanesociety.org/beaglerescue" target="_blank" rel="noreferrer noopener">https://www.humanesociety.org/beaglerescue</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&amp;locations=VN-US-CN&amp;start=1984&amp;view=chart" target="_blank" rel="noreferrer noopener"> https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&amp;locations=VN-US-CN&amp;start=1984&amp;view=chart</a> <a href="https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600</a> <a href="https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html</a> <a href="https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/</a> <a href="https://worldpopulationreview.com/countries/countries-by-gdp" target="_blank" rel="noreferrer noopener">https://worldpopulationreview.com/countries/countries-by-gdp</a> <a href="https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03</a> <a href="https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/" target="_blank" rel="noreferrer noopener">https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/</a> <a href="https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html</a> <a...]]></itunes:summary><itunes:duration>5098</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests &amp; EU climate missteps</title><link>https://www.spreaker.com/episode/e86-macro-outlook-jobs-housing-inflation-dutch-farmers-protests-eu-climate-missteps--75246053</link><description><![CDATA[0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves &amp; EU reclassifies nuclear &amp; natural gas as "green" 48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation 1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html</a> <a href="https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm</a> <a href="https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659</a> <a href="https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists</a> <a href="https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html" target="_blank" rel="noreferrer noopener"> https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html</a> <a href="https://www.investing.com/economic-calendar/cb-consumer-confidence-48" target="_blank" rel="noreferrer noopener"> https://www.investing.com/economic-calendar/cb-consumer-confidence-48</a> <a href="https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html</a> <a href="https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate" target="_blank" rel="noreferrer noopener"> https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate</a> <a href="https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725</a> <a href="https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/</a> <a href="https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/" target="_blank" rel="noreferrer noopener"> https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/</a> <a href="https://twitter.com/BillAckman/status/1544057786065092609" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1544057786065092609</a> <a href="https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/" target="_blank" rel="noreferrer noopener"> https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/</a> <a href="https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/</a> <a href="https://twitter.com/GretaThunberg/status/1544380486654590983" target="_blank" rel="noreferrer noopener">https://twitter.com/GretaThunberg/status/1544380486654590983</a> <a href="https://mobile.twitter.com/Noahpinion/status/1544573867804348416" target="_blank" rel="noreferrer noopener">https://mobile.twitter.com/Noahpinion/status/1544573867804348416</a> <a href="https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/</a> <a href="https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut</a> <a href="https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026</a> <a href="https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1</a> <a href="https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/" target="_blank" rel="noreferrer noopener"> https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/</a> <a href="https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market</a> <a href="https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/</a> <a href="https://twitter.com/POTUS/status/1543263229006254080" target="_blank" rel="noreferrer noopener">https://twitter.com/POTUS/status/1543263229006254080</a> <a href="https://twitter.com/JeffBezos/status/1543409762867494912" target="_blank" rel="noreferrer noopener">https://twitter.com/JeffBezos/status/1543409762867494912</a> <a href="https://twitter.com/JeffBezos/status/1525309091970699265" target="_blank" rel="noreferrer noopener">https://twitter.com/JeffBezos/status/1525309091970699265</a> <a href="https://twitter.com/chamath/status/1544370315379109888" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1544370315379109888</a>]]></description><guid isPermaLink="false">135b9391-a11c-42ef-b713-c0fbb02bf4f1</guid><pubDate>Fri, 08 Jul 2022 05:30:20 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246053/allin_e86.mp3" length="80205435" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/bde94e88-16a2-448d-a6e0-1d7f19551195/bde94e88-16a2-448d-a6e0-1d7f19551195.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/bde94e88-16a2-448d-a6e0-1d7f19551195/bde94e88-16a2-448d-a6e0-1d7f19551195.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/bde94e88-16a2-448d-a6e0-1d7f19551195/bde94e88-16a2-448d-a6e0-1d7f19551195.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves &amp;amp; EU reclassifies nuclear &amp;amp; natural gas as "green"...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves &amp; EU reclassifies nuclear &amp; natural gas as "green" 48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation 1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://fred.stlouisfed.org/series/JTSJOL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/JTSJOL</a> <a href="https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html</a> <a href="https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm</a> <a href="https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659</a> <a href="https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists</a> <a href="https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html" target="_blank" rel="noreferrer noopener"> https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html</a> <a href="https://www.investing.com/economic-calendar/cb-consumer-confidence-48" target="_blank" rel="noreferrer noopener"> https://www.investing.com/economic-calendar/cb-consumer-confidence-48</a> <a href="https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html</a> <a href="https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate" target="_blank" rel="noreferrer noopener"> https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate</a> <a href="https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725</a> <a...]]></itunes:summary><itunes:duration>5013</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold &amp; more</title><link>https://www.spreaker.com/episode/e85-sbf-s-crypto-bailout-zendesk-sells-for-10b-buyout-targets-us-diplomacy-alphafold-more--75246059</link><description><![CDATA[0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players &amp; the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech 1:01:24 Buyout targets, public market "regime change" 1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war? 1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://linktr.ee/calacanis <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow the pod: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> https://linktr.ee/allinpodcast Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404" rel="noopener">https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404</a> https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html <a href="https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/" rel="noopener">https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/</a> https://twitter.com/ForbesCrypto/status/1541893168152690690 <a href="https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/" rel="noopener">https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/</a> https://twitter.com/DavidSacks/status/1540732780501381121 <a href="https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239" rel="noopener">https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239</a> https://www.coinbase.com/price/bitcoin <a href="https://www.coinbase.com/price/ethereum" rel="noopener">https://www.coinbase.com/price/ethereum</a> https://www.blockchaincenter.net/en/altcoin-season-index/ <a href="https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition" rel="noopener">https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition</a> https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/ <a href="https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx" rel="noopener">https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx</a> https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-62422" rel="noopener">https://cloudedjudgement.substack.com/p/clouded-judgement-62422</a> https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/ <a href="https://www.google.com/finance/quote/CRM:NYSE" rel="noopener">https://www.google.com/finance/quote/CRM:NYSE</a> https://www.google.com/finance/quote/WDAY:NASDAQ <a href="https://www.google.com/finance/quote/NOW:NYSE" rel="noopener">https://www.google.com/finance/quote/NOW:NYSE</a> https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/ <a href="https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal" rel="noopener">https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal</a> https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf <a href="https://investor.onepeloton.com/node/9271/html" rel="noopener">https://investor.onepeloton.com/node/9271/html</a> https://investors.buzzfeed.com/node/7426/html <a href="https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9" rel="noopener">https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9</a> https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/ <a href="https://twitter.com/missy_ryan/status/1537944064703619074" rel="noopener">https://twitter.com/missy_ryan/status/1537944064703619074</a> https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/ <a href="https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/" rel="noopener">https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/</a> https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999 <a href="https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html" rel="noopener">https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html</a> https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211 <a href="https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html" rel="noopener">https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html</a> https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/ <a href="https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5" rel="noopener">https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5</a> https://news.yahoo.com/blinken-says-no-change-nato-193615967.html <a href="https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal" rel="noopener">https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal</a>]]></description><guid isPermaLink="false">b2007c27-4873-4bff-ab51-b986547a2a26</guid><pubDate>Thu, 30 Jun 2022 07:46:58 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246059/allin_e85.mp3" length="91613719" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/3549d156-ff7b-4bad-8fc9-4ecedaa9b28a/3549d156-ff7b-4bad-8fc9-4ecedaa9b28a.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/3549d156-ff7b-4bad-8fc9-4ecedaa9b28a/3549d156-ff7b-4bad-8fc9-4ecedaa9b28a.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/3549d156-ff7b-4bad-8fc9-4ecedaa9b28a/3549d156-ff7b-4bad-8fc9-4ecedaa9b28a.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players &amp;amp; the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players &amp; the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech 1:01:24 Buyout targets, public market "regime change" 1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war? 1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application Follow the besties: <a href="https://twitter.com/chamath" rel="noopener">https://twitter.com/chamath</a> https://linktr.ee/calacanis <a href="https://twitter.com/DavidSacks" rel="noopener">https://twitter.com/DavidSacks</a> https://twitter.com/friedberg Follow the pod: <a href="https://twitter.com/theallinpod" rel="noopener">https://twitter.com/theallinpod</a> https://linktr.ee/allinpodcast Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="noopener">https://rb.gy/tppkzl</a> https://twitter.com/yung_spielburg Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404" rel="noopener">https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404</a> https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html <a href="https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/" rel="noopener">https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/</a> https://twitter.com/ForbesCrypto/status/1541893168152690690 <a href="https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/" rel="noopener">https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/</a> https://twitter.com/DavidSacks/status/1540732780501381121 <a href="https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239" rel="noopener">https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239</a> https://www.coinbase.com/price/bitcoin <a href="https://www.coinbase.com/price/ethereum" rel="noopener">https://www.coinbase.com/price/ethereum</a> https://www.blockchaincenter.net/en/altcoin-season-index/ <a href="https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition" rel="noopener">https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition</a> https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/ <a href="https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx" rel="noopener">https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx</a> https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx <a href="https://cloudedjudgement.substack.com/p/clouded-judgement-62422" rel="noopener">https://cloudedjudgement.substack.com/p/clouded-judgement-62422</a> https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/ <a href="https://www.google.com/finance/quote/CRM:NYSE" rel="noopener">https://www.google.com/finance/quote/CRM:NYSE</a> https://www.google.com/finance/quote/WDAY:NASDAQ <a href="https://www.google.com/finance/quote/NOW:NYSE" rel="noopener">https://www.google.com/finance/quote/NOW:NYSE</a>...]]></itunes:summary><itunes:duration>5726</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast</title><link>https://www.spreaker.com/episode/e84-markets-update-crypto-collapse-russia-ukraine-endgame-state-of-the-podcast--75246129</link><description><![CDATA[0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36 months 56:20 Crypto collapse, next shoe(s) to drop 1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing 1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/.DJI:INDEXDJX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/.DJI:INDEXDJX</a> <a href="https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html</a> <a href="https://www.longtermtrends.net/home-price-median-annual-income-ratio" target="_blank" rel="noreferrer noopener"> https://www.longtermtrends.net/home-price-median-annual-income-ratio</a> <a href="https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html</a> <a href="https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/</a> <a href="https://www.xe.com/currencycharts/?from=RUB&amp;to=USD&amp;view=1Y" target="_blank" rel="noreferrer noopener"> https://www.xe.com/currencycharts/?from=RUB&amp;to=USD&amp;view=1Y</a> <a href="https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333</a> <a href="https://www.chicagofed.org/research/dual-mandate/dual-mandate" target="_blank" rel="noreferrer noopener">https://www.chicagofed.org/research/dual-mandate/dual-mandate</a> <a href="https://data.oecd.org/leadind/consumer-confidence-index-cci.htm" target="_blank" rel="noreferrer noopener">https://data.oecd.org/leadind/consumer-confidence-index-cci.htm</a> <a href="https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20" target="_blank" rel="noreferrer noopener"> https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20</a> <a href="https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/" target="_blank" rel="noreferrer noopener"> https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/</a> <a href="https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio" target="_blank" rel="noreferrer noopener"> https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://tradingeconomics.com/united-states/job-offers" target="_blank" rel="noreferrer noopener">https://tradingeconomics.com/united-states/job-offers</a> <a href="https://www.socialcapital.com/ideas/2021-annual-letter" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/ideas/2021-annual-letter</a> <a href="https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund</a> <a href="https://www.coinbase.com/price/bitcoin" target="_blank" rel="noreferrer noopener">https://www.coinbase.com/price/bitcoin</a> <a href="https://www.coinbase.com/price/ethereum" target="_blank" rel="noreferrer noopener">https://www.coinbase.com/price/ethereum</a>  https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report <a href="https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc</a> <a href="https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana" target="_blank" rel="noreferrer noopener"> https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana</a> <a href="https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme</a> <a href="https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5</a> <a href="https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/</a> <a href="https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/" target="_blank" rel="noreferrer noopener"> https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/</a> <a href="https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks</a> <a href="https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia</a> <a href="https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html</a> <a href="https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796</a> <a href="https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054" target="_blank" rel="noreferrer noopener"> https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054</a> <a href="https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms</a> <a href="https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html" target="_blank" rel="noreferrer noopener"> https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html</a>]]></description><guid isPermaLink="false">5564a5ae-ac96-4f12-ab53-a9f748b56e5e</guid><pubDate>Fri, 24 Jun 2022 05:53:32 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246129/allin_e84.mp3" length="97889967" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/6093ec68-11d4-4d27-a6c1-c7b32478ad4e/6093ec68-11d4-4d27-a6c1-c7b32478ad4e.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6093ec68-11d4-4d27-a6c1-c7b32478ad4e/6093ec68-11d4-4d27-a6c1-c7b32478ad4e.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6093ec68-11d4-4d27-a6c1-c7b32478ad4e/6093ec68-11d4-4d27-a6c1-c7b32478ad4e.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36 months 56:20 Crypto...</itunes:subtitle><itunes:summary><![CDATA[0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36 months 56:20 Crypto collapse, next shoe(s) to drop 1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing 1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/.DJI:INDEXDJX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/.DJI:INDEXDJX</a> <a href="https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html</a> <a href="https://www.longtermtrends.net/home-price-median-annual-income-ratio" target="_blank" rel="noreferrer noopener"> https://www.longtermtrends.net/home-price-median-annual-income-ratio</a> <a href="https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html</a> <a href="https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/</a> <a href="https://www.xe.com/currencycharts/?from=RUB&amp;to=USD&amp;view=1Y" target="_blank" rel="noreferrer noopener"> https://www.xe.com/currencycharts/?from=RUB&amp;to=USD&amp;view=1Y</a> <a href="https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333</a> <a href="https://www.chicagofed.org/research/dual-mandate/dual-mandate" target="_blank" rel="noreferrer noopener">https://www.chicagofed.org/research/dual-mandate/dual-mandate</a> <a href="https://data.oecd.org/leadind/consumer-confidence-index-cci.htm" target="_blank" rel="noreferrer noopener">https://data.oecd.org/leadind/consumer-confidence-index-cci.htm</a> <a href="https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20" target="_blank" rel="noreferrer noopener"> https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20</a> <a href="https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>6118</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Palmer Luckey on Anduril</title><link>https://www.spreaker.com/episode/ais-palmer-luckey-on-anduril--75245872</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense &amp; the current thing 25:24 Bestie Q&amp;A with Palmer 53:13 Jason gives closing thoughts Follow Palmer: <a href="https://twitter.com/PalmerLuckey" target="_blank" rel="noreferrer noopener">https://twitter.com/PalmerLuckey</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Links referenced in the show: <a href="https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine" target="_blank" rel="noreferrer noopener"> https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine</a>]]></description><guid isPermaLink="false">542266e8-0c0a-4ed0-9057-e1428b0e9b51</guid><pubDate>Thu, 23 Jun 2022 03:15:50 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245872/ais2022_palmerluckey_final_audio.mp3" length="29591592" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/3d2b47e2-fbf7-4a80-8d69-f9678961e992/3d2b47e2-fbf7-4a80-8d69-f9678961e992.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/3d2b47e2-fbf7-4a80-8d69-f9678961e992/3d2b47e2-fbf7-4a80-8d69-f9678961e992.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/3d2b47e2-fbf7-4a80-8d69-f9678961e992/3d2b47e2-fbf7-4a80-8d69-f9678961e992.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense &amp; the current thing 25:24 Bestie Q&amp;A with Palmer 53:13 Jason gives closing thoughts Follow Palmer: <a href="https://twitter.com/PalmerLuckey" target="_blank" rel="noreferrer noopener">https://twitter.com/PalmerLuckey</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Links referenced in the show: <a href="https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine" target="_blank" rel="noreferrer noopener"> https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine</a>]]></itunes:summary><itunes:duration>3699</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Bestie AMA with Valor's Antonio Gracias</title><link>https://www.spreaker.com/episode/ais-bestie-ama-with-valor-s-antonio-gracias--75245981</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&amp;L &amp; more 22:35 Q: How has the poker game influenced your decision making in business and life? 29:33 Q: What was the scariest step of becoming a first-time fund manager? 32:34 Q: Crypto market unwinding &amp; how it relates to the money supply 35:57 Q: Current pre-seed / seed valuations &amp; metrics 38:58 Q: When investing in early-stage SaaS companies, how to find outliers? 42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources? 44:46 Q: Where will the next disruptions in industrial automation come from &amp; how will the US hit economies of scale in semiconductor manufacturing 47:02 Q: Any plans for All-In Media? 50:02 Q: US strategy in the Russia/Ukraine War 54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most? 58:29 Q: Are you interested in crypto micropayments? 1:00:55 Q: Biggest mistakes of your career that you've learned the most from? 1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like? 1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic? 1:19:41 Q: Advice for non-technical people trying to get into the startup world? 1:24:44 Q: Thoughts on the potential consumer credit crisis? 1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">0a1139b2-c944-403b-857b-ec529782226e</guid><pubDate>Tue, 07 Jun 2022 19:13:33 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245981/ais2022_bestieama_antoniogracias.mp3" length="47537546" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/c8ef8195-866b-4880-9c6b-c148be07b9ed/c8ef8195-866b-4880-9c6b-c148be07b9ed.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/c8ef8195-866b-4880-9c6b-c148be07b9ed/c8ef8195-866b-4880-9c6b-c148be07b9ed.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/c8ef8195-866b-4880-9c6b-c148be07b9ed/c8ef8195-866b-4880-9c6b-c148be07b9ed.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon,...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&amp;L &amp; more 22:35 Q: How has the poker game influenced your decision making in business and life? 29:33 Q: What was the scariest step of becoming a first-time fund manager? 32:34 Q: Crypto market unwinding &amp; how it relates to the money supply 35:57 Q: Current pre-seed / seed valuations &amp; metrics 38:58 Q: When investing in early-stage SaaS companies, how to find outliers? 42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources? 44:46 Q: Where will the next disruptions in industrial automation come from &amp; how will the US hit economies of scale in semiconductor manufacturing 47:02 Q: Any plans for All-In Media? 50:02 Q: US strategy in the Russia/Ukraine War 54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most? 58:29 Q: Are you interested in crypto micropayments? 1:00:55 Q: Biggest mistakes of your career that you've learned the most from? 1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like? 1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic? 1:19:41 Q: Advice for non-technical people trying to get into the startup world? 1:24:44 Q: Thoughts on the potential consumer credit crisis? 1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5941</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Opening chat with Miami Mayor Francis Suarez</title><link>https://www.spreaker.com/episode/ais-opening-chat-with-miami-mayor-francis-suarez--75245955</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit 5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds &amp; more Follow Mayor Suarez: <a href="https://twitter.com/FrancisSuarez" target="_blank" rel="noreferrer noopener">https://twitter.com/FrancisSuarez</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">7eb2c3f6-e344-4878-a4e6-ec6684fb6b74</guid><pubDate>Fri, 03 Jun 2022 15:40:25 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245955/ais2022_open_mayorsuarez_audio.mp3" length="11710734" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/7f372208-bff5-42d2-a40b-fa6c1adf0c21/7f372208-bff5-42d2-a40b-fa6c1adf0c21.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/7f372208-bff5-42d2-a40b-fa6c1adf0c21/7f372208-bff5-42d2-a40b-fa6c1adf0c21.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/7f372208-bff5-42d2-a40b-fa6c1adf0c21/7f372208-bff5-42d2-a40b-fa6c1adf0c21.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit 5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds &amp; more Follow Mayor Suarez: <a href="https://twitter.com/FrancisSuarez" target="_blank" rel="noreferrer noopener">https://twitter.com/FrancisSuarez</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1464</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Joe Lonsdale on the problem with higher education</title><link>https://www.spreaker.com/episode/ais-joe-lonsdale-on-the-problem-with-higher-education--75245966</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking 10:13 Bestie Q&amp;A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX Follow Joe: <a href="https://twitter.com/JTLonsdale" target="_blank" rel="noreferrer noopener">https://twitter.com/JTLonsdale</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">6206492d-497f-4f18-9898-d133da564f90</guid><pubDate>Thu, 02 Jun 2022 12:44:53 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245966/ais2022_joelonsdale.mp3" length="13837722" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/b12202bd-3b82-4ee3-86f3-b46a83f14d26/b12202bd-3b82-4ee3-86f3-b46a83f14d26.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b12202bd-3b82-4ee3-86f3-b46a83f14d26/b12202bd-3b82-4ee3-86f3-b46a83f14d26.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b12202bd-3b82-4ee3-86f3-b46a83f14d26/b12202bd-3b82-4ee3-86f3-b46a83f14d26.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Joe Lonsdale speaks about the problem with higher education and the importance...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking 10:13 Bestie Q&amp;A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX Follow Joe: <a href="https://twitter.com/JTLonsdale" target="_blank" rel="noreferrer noopener">https://twitter.com/JTLonsdale</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1730</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem</title><link>https://www.spreaker.com/episode/ais-the-lanby-s-tandice-urban-on-solving-healthcare-s-customer-service-problem--75245938</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it 12:28 Bestie Q&amp;A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased?  Follow The Lanby: <a href="https://twitter.com/thelanby" target="_blank" rel="noreferrer noopener">https://twitter.com/thelanby</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">aca27f6a-db34-4711-8c22-78618c2293c1</guid><pubDate>Wed, 01 Jun 2022 02:44:37 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245938/ais2022_tandiceurban.mp3" length="11251262" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/39965655-7c43-4277-9118-e1c7a943bc64/39965655-7c43-4277-9118-e1c7a943bc64.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/39965655-7c43-4277-9118-e1c7a943bc64/39965655-7c43-4277-9118-e1c7a943bc64.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/39965655-7c43-4277-9118-e1c7a943bc64/39965655-7c43-4277-9118-e1c7a943bc64.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it 12:28 Bestie Q&amp;A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased?  Follow The Lanby: <a href="https://twitter.com/thelanby" target="_blank" rel="noreferrer noopener">https://twitter.com/thelanby</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1407</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence</title><link>https://www.spreaker.com/episode/ais-mp-materials-ceo-james-litinsky-on-rare-earths-supply-chain-and-energy-independence--75245954</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials 12:48 Bestie Q&amp;A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more Follow MP Materials: <a href="https://mobile.twitter.com/MPMaterials" target="_blank" rel="noreferrer noopener">https://mobile.twitter.com/MPMaterials</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">beba8594-b439-4984-8439-561601a982d5</guid><pubDate>Tue, 31 May 2022 19:43:01 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245954/ais2022_jameslitinsky.mp3" length="13742971" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/56bc05db-e1a9-4841-b028-0753db90a029/56bc05db-e1a9-4841-b028-0753db90a029.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/56bc05db-e1a9-4841-b028-0753db90a029/56bc05db-e1a9-4841-b028-0753db90a029.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/56bc05db-e1a9-4841-b028-0753db90a029/56bc05db-e1a9-4841-b028-0753db90a029.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials 12:48 Bestie Q&amp;A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more Follow MP Materials: <a href="https://mobile.twitter.com/MPMaterials" target="_blank" rel="noreferrer noopener">https://mobile.twitter.com/MPMaterials</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1718</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Pear VC's Mar Hershenson on making successful founders</title><link>https://www.spreaker.com/episode/ais-pear-vc-s-mar-hershenson-on-making-successful-founders--75246112</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with? 17:04 Bestie Q&amp;A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure &amp; more Follow Pear VC: <a href="https://twitter.com/pearvc" target="_blank" rel="noreferrer noopener">https://twitter.com/pearvc</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">418264bd-92f9-4d9e-a5c1-ea41614ed1c6</guid><pubDate>Mon, 30 May 2022 22:47:58 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246112/ais2022_marhershenson.mp3" length="18086120" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/91fc4ffe-a270-45ad-94e0-65ec271375ba/91fc4ffe-a270-45ad-94e0-65ec271375ba.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/91fc4ffe-a270-45ad-94e0-65ec271375ba/91fc4ffe-a270-45ad-94e0-65ec271375ba.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/91fc4ffe-a270-45ad-94e0-65ec271375ba/91fc4ffe-a270-45ad-94e0-65ec271375ba.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with? 17:04 Bestie Q&amp;A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure &amp; more Follow Pear VC: <a href="https://twitter.com/pearvc" target="_blank" rel="noreferrer noopener">https://twitter.com/pearvc</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2261</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: FiveThirtyEight's Nate Silver on how gamblers think</title><link>https://www.spreaker.com/episode/ais-fivethirtyeight-s-nate-silver-on-how-gamblers-think--75246011</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&amp;A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms Follow Nate: <a href="https://twitter.com/NateSilver538" target="_blank" rel="noreferrer noopener">https://twitter.com/NateSilver538</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">00057a78-e910-4ba7-8b86-7144c1481afd</guid><pubDate>Sun, 29 May 2022 19:46:18 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246011/ais2022_natesilver.mp3" length="19201938" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/6b537be1-1355-49ce-bbbd-bc15310ed7a0/6b537be1-1355-49ce-bbbd-bc15310ed7a0.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6b537be1-1355-49ce-bbbd-bc15310ed7a0/6b537be1-1355-49ce-bbbd-bc15310ed7a0.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6b537be1-1355-49ce-bbbd-bc15310ed7a0/6b537be1-1355-49ce-bbbd-bc15310ed7a0.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&amp;amp;A...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&amp;A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms Follow Nate: <a href="https://twitter.com/NateSilver538" target="_blank" rel="noreferrer noopener">https://twitter.com/NateSilver538</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2401</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market</title><link>https://www.spreaker.com/episode/ais-divvy-homes-ceo-adena-hefets-breaks-down-the-state-of-the-us-housing-market--75245918</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 Bestie Q&amp;A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more 30:08 Adena does a Bestie Intro for herself! Follow Adena: <a href="https://twitter.com/adenahefets" target="_blank" rel="noreferrer noopener">https://twitter.com/adenahefets</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">9254f303-ab10-4e2e-a5ab-9ef2feb1494d</guid><pubDate>Sun, 29 May 2022 19:25:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245918/ais2022_adenahefets.mp3" length="15446339" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/321f3e2f-6ffa-45f0-80ed-c73a916732b5/321f3e2f-6ffa-45f0-80ed-c73a916732b5.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/321f3e2f-6ffa-45f0-80ed-c73a916732b5/321f3e2f-6ffa-45f0-80ed-c73a916732b5.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/321f3e2f-6ffa-45f0-80ed-c73a916732b5/321f3e2f-6ffa-45f0-80ed-c73a916732b5.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 Bestie Q&amp;A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more 30:08 Adena does a Bestie Intro for herself! Follow Adena: <a href="https://twitter.com/adenahefets" target="_blank" rel="noreferrer noopener">https://twitter.com/adenahefets</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>1931</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Glenn Greenwald &amp; Matt Taibbi discuss the new political divide, moderated by David Sacks</title><link>https://www.spreaker.com/episode/ais-glenn-greenwald-matt-taibbi-discuss-the-new-political-divide-moderated-by-david-sacks--75245866</link><description><![CDATA[This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse 12:37 Can mainstream media ever get back to relative neutrality? 29:15 Audience Q&amp;A Follow the guests: <a href="https://twitter.com/ggreenwald" target="_blank" rel="noreferrer noopener">https://twitter.com/ggreenwald</a> <a href="https://twitter.com/mtaibbi" target="_blank" rel="noreferrer noopener">https://twitter.com/mtaibbi</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">2024ad8e-5780-49e3-b6ab-5349d3c39a97</guid><pubDate>Sat, 28 May 2022 05:34:50 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245866/ais2022_gg_mt_ds_poldiscourse.mp3" length="18636756" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/b331c269-77e5-4c77-a52c-4d228b515d89/b331c269-77e5-4c77-a52c-4d228b515d89.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b331c269-77e5-4c77-a52c-4d228b515d89/b331c269-77e5-4c77-a52c-4d228b515d89.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/b331c269-77e5-4c77-a52c-4d228b515d89/b331c269-77e5-4c77-a52c-4d228b515d89.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse 12:37 Can...</itunes:subtitle><itunes:summary><![CDATA[This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse 12:37 Can mainstream media ever get back to relative neutrality? 29:15 Audience Q&amp;A Follow the guests: <a href="https://twitter.com/ggreenwald" target="_blank" rel="noreferrer noopener">https://twitter.com/ggreenwald</a> <a href="https://twitter.com/mtaibbi" target="_blank" rel="noreferrer noopener">https://twitter.com/mtaibbi</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2330</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E83: Market slide continues, and how to address Uvalde</title><link>https://www.spreaker.com/episode/e83-market-slide-continues-and-how-to-address-uvalde--75246249</link><description><![CDATA[0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement 51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential 1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction 1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/.DJI:INDEXDJX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/.DJI:INDEXDJX</a> <a href="https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first" target="_blank" rel="noreferrer noopener"> https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first</a> <a href="https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx" target="_blank" rel="noreferrer noopener"> https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx</a> <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> <a href="https://twitter.com/zerohedge/status/1529100065331200005" target="_blank" rel="noreferrer noopener">https://twitter.com/zerohedge/status/1529100065331200005</a> <a href="https://twitter.com/BillAckman/status/1529133144540078083" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1529133144540078083</a> <a href="https://layoffs.fyi" target="_blank" rel="noreferrer noopener">https://layoffs.fyi</a> <a href="https://www.google.com/finance/quote/SNAP:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href="https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html</a> <a href="https://www.google.com/finance/quote/FB:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/FB:NASDAQ</a> <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo" target="_blank" rel="noreferrer noopener"> https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo</a> <a href="https://twitter.com/JeffBezos/status/1525309091970699265" target="_blank" rel="noreferrer noopener">https://twitter.com/JeffBezos/status/1525309091970699265</a> <a href="https://twitter.com/DavidSacks/status/1529119829080150016" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1529119829080150016</a> <a href="https://twitter.com/DavidSacks/status/1528102541723979776" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1528102541723979776</a> <a href="https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200</a> <a href="https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators" target="_blank" rel="noreferrer noopener"> https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators</a> <a href="https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg</a> <a href="https://twitter.com/Jason/status/1529843255176663040" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1529843255176663040</a> <a href="https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html</a> <a href="https://twitter.com/Jason/status/1529504198974263296" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1529504198974263296</a>]]></description><guid isPermaLink="false">d7e18e9c-5354-47b5-861a-d438af430095</guid><pubDate>Fri, 27 May 2022 04:58:41 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246249/allin_e83.mp3" length="105057737" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/429c393f-45b8-43ad-86dc-77c4f18f281b/429c393f-45b8-43ad-86dc-77c4f18f281b.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/429c393f-45b8-43ad-86dc-77c4f18f281b/429c393f-45b8-43ad-86dc-77c4f18f281b.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/429c393f-45b8-43ad-86dc-77c4f18f281b/429c393f-45b8-43ad-86dc-77c4f18f281b.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement 51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential 1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction 1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/.DJI:INDEXDJX" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/.DJI:INDEXDJX</a> <a href="https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first" target="_blank" rel="noreferrer noopener"> https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first</a> <a href="https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx" target="_blank" rel="noreferrer noopener"> https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx</a> <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> <a href="https://twitter.com/zerohedge/status/1529100065331200005" target="_blank" rel="noreferrer noopener">https://twitter.com/zerohedge/status/1529100065331200005</a> <a href="https://twitter.com/BillAckman/status/1529133144540078083" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1529133144540078083</a> <a href="https://layoffs.fyi" target="_blank" rel="noreferrer noopener">https://layoffs.fyi</a> <a href="https://www.google.com/finance/quote/SNAP:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href="https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html</a> <a href="https://www.google.com/finance/quote/FB:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/FB:NASDAQ</a> <a href="https://www.google.com/finance/quote/GOOG:NASDAQ"...]]></itunes:summary><itunes:duration>6566</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022</title><link>https://www.spreaker.com/episode/ais-tim-urban-on-political-discourse-keith-rabois-on-early-stage-investing-in-2022--75245952</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a>     0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking 26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture 51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players Follow the guests: <a href="https://twitter.com/waitbutwhy" target="_blank" rel="noreferrer noopener">https://twitter.com/waitbutwhy</a> <a href="https://twitter.com/rabois" target="_blank" rel="noreferrer noopener">https://twitter.com/rabois</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">4018cdb8-7011-4e0e-a476-76000e67150e</guid><pubDate>Thu, 26 May 2022 05:30:08 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245952/ais2022_timurban_keithrabois.mp3" length="33124459" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/37871957-3d34-4681-a76f-87203b31a27a/37871957-3d34-4681-a76f-87203b31a27a.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/37871957-3d34-4681-a76f-87203b31a27a/37871957-3d34-4681-a76f-87203b31a27a.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/37871957-3d34-4681-a76f-87203b31a27a/37871957-3d34-4681-a76f-87203b31a27a.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist     0:00 Tim Urban gives a talk on political discourse in America and explains...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a>     0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking 26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture 51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players Follow the guests: <a href="https://twitter.com/waitbutwhy" target="_blank" rel="noreferrer noopener">https://twitter.com/waitbutwhy</a> <a href="https://twitter.com/rabois" target="_blank" rel="noreferrer noopener">https://twitter.com/rabois</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>4141</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>#AIS: Antonio Garcia Martinez &amp; Glenn Greenwald debate Ukraine, moderated by David Sacks</title><link>https://www.spreaker.com/episode/ais-antonio-garcia-martinez-glenn-greenwald-debate-ukraine-moderated-by-david-sacks--75245861</link><description><![CDATA[This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This debate was recorded LIVE at the All-In Summit in Miami! 1:49 Opening statements from Glenn &amp; Antonio 15:29 Debating US involvement, regime change motives, &amp; more 32:01 Final word &amp; wrap  Follow the guests:    <a href="https://twitter.com/ggreenwald" target="_blank" rel="noreferrer noopener">https://twitter.com/ggreenwald</a>    <a href="https://twitter.com/antoniogm" target="_blank" rel="noreferrer noopener">https://twitter.com/antoniogm</a>    Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">16f7fe1e-ef7e-4e02-8929-2d02137b8e92</guid><pubDate>Wed, 25 May 2022 04:01:25 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245861/ais2022_agm_gg_ds_ukraine.mp3" length="16408678" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/8ecbe66b-7272-42f3-ae19-ec28c58896dc/8ecbe66b-7272-42f3-ae19-ec28c58896dc.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/8ecbe66b-7272-42f3-ae19-ec28c58896dc/8ecbe66b-7272-42f3-ae19-ec28c58896dc.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/8ecbe66b-7272-42f3-ae19-ec28c58896dc/8ecbe66b-7272-42f3-ae19-ec28c58896dc.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This...</itunes:subtitle><itunes:summary><![CDATA[This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This debate was recorded LIVE at the All-In Summit in Miami! 1:49 Opening statements from Glenn &amp; Antonio 15:29 Debating US involvement, regime change motives, &amp; more 32:01 Final word &amp; wrap  Follow the guests:    <a href="https://twitter.com/ggreenwald" target="_blank" rel="noreferrer noopener">https://twitter.com/ggreenwald</a>    <a href="https://twitter.com/antoniogm" target="_blank" rel="noreferrer noopener">https://twitter.com/antoniogm</a>    Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>2051</itunes:duration><itunes:keywords>ais</itunes:keywords><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E82: All-In Summit: Claire Cormier Thielke on China + Q&amp;A with Flexport's Ryan Petersen</title><link>https://www.spreaker.com/episode/e82-all-in-summit-claire-cormier-thielke-on-china-q-a-with-flexport-s-ryan-petersen--75246047</link><description><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40 Claire takes Q&amp;A with the Besties + Ryan Petersen: Understanding the China/US rivalry 24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate 34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble 46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence Follow the guests: <a href="https://twitter.com/clairethielke" target="_blank" rel="noreferrer noopener">https://twitter.com/clairethielke</a> <a href="https://twitter.com/typesfast" target="_blank" rel="noreferrer noopener">https://twitter.com/typesfast</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">adcbc6c9-01e6-4e0b-8d2d-0b7b87de59b9</guid><pubDate>Tue, 24 May 2022 03:56:37 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246047/ais2022_clairecormierthielke.mp3" length="28737793" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/e390569d-ab38-4a1c-bd4f-4aafaa82d07f/e390569d-ab38-4a1c-bd4f-4aafaa82d07f.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e390569d-ab38-4a1c-bd4f-4aafaa82d07f/e390569d-ab38-4a1c-bd4f-4aafaa82d07f.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/e390569d-ab38-4a1c-bd4f-4aafaa82d07f/e390569d-ab38-4a1c-bd4f-4aafaa82d07f.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the...</itunes:subtitle><itunes:summary><![CDATA[This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40 Claire takes Q&amp;A with the Besties + Ryan Petersen: Understanding the China/US rivalry 24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate 34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble 46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence Follow the guests: <a href="https://twitter.com/clairethielke" target="_blank" rel="noreferrer noopener">https://twitter.com/clairethielke</a> <a href="https://twitter.com/typesfast" target="_blank" rel="noreferrer noopener">https://twitter.com/typesfast</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3592</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E81: All-In Summit: Bill Gurley &amp; Brad Gerstner on markets, downturns &amp; investment cycles</title><link>https://www.spreaker.com/episode/e81-all-in-summit-bill-gurley-brad-gerstner-on-markets-downturns-investment-cycles--75246073</link><description><![CDATA[This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Bill Gurley &amp; Brad Gerstner break down the state and historical significance of 2022's market downturn 12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality 24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions 33:52 Gurley's take on WeCrashed &amp; Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses 47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">dc0b5cd3-9a1b-4296-af75-f526719e4acc</guid><pubDate>Mon, 23 May 2022 04:51:01 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246073/ais2022_bg2.mp3" length="24739123" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/f987c5c8-73ac-4228-86b0-5b82981106f6/f987c5c8-73ac-4228-86b0-5b82981106f6.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/f987c5c8-73ac-4228-86b0-5b82981106f6/f987c5c8-73ac-4228-86b0-5b82981106f6.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/f987c5c8-73ac-4228-86b0-5b82981106f6/f987c5c8-73ac-4228-86b0-5b82981106f6.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Bill Gurley &amp;amp; Brad Gerstner break down the state and historical...</itunes:subtitle><itunes:summary><![CDATA[This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" target="_blank" rel="noreferrer noopener">https://bit.ly/aisytplaylist</a> 0:00 Bill Gurley &amp; Brad Gerstner break down the state and historical significance of 2022's market downturn 12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality 24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions 33:52 Gurley's take on WeCrashed &amp; Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses 47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>3092</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas &amp; more</title><link>https://www.spreaker.com/episode/e69-elon-musk-on-twitter-s-bot-problem-spacex-s-grand-plan-tesla-stories-giga-texas-more--75245980</link><description><![CDATA[0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around the Twitter deal, crypto payments on Twitter 30:19 Building vs. acquiring, early Tesla stories 39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar 56:37 Moving from CA to TX, fixing California, macroeconomic takes 1:10:20 American exceptionalism, a new immigration strategy Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/elonmusk" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffec" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffec</a>]]></description><guid isPermaLink="false">f3234009-a5a3-4c6a-99b0-5acf3894bb70</guid><pubDate>Mon, 16 May 2022 23:14:59 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245980/allin_e69.mp3" length="82865700" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/f453e547-9989-4169-8913-5937dd8979d8/f453e547-9989-4169-8913-5937dd8979d8.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/f453e547-9989-4169-8913-5937dd8979d8/f453e547-9989-4169-8913-5937dd8979d8.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/f453e547-9989-4169-8913-5937dd8979d8/f453e547-9989-4169-8913-5937dd8979d8.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around the Twitter deal, crypto payments on Twitter 30:19 Building vs. acquiring, early Tesla stories 39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar 56:37 Moving from CA to TX, fixing California, macroeconomic takes 1:10:20 American exceptionalism, a new immigration strategy Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/elonmusk" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffec" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffec</a>]]></itunes:summary><itunes:duration>5179</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more</title><link>https://www.spreaker.com/episode/e80-recession-deep-dive-vc-psychology-macro-risks-tiger-global-predictions-and-more--75245944</link><description><![CDATA[0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn 58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at 1:13:21 Psychological impact of investing after taking huge losses 1:29:00 Predictions on how the market shakes out Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/cullenroche/status/1524441227931774976" target="_blank" rel="noreferrer noopener">https://twitter.com/cullenroche/status/1524441227931774976</a> <a href="https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards</a> <a href="https://www.bls.gov/news.release/realer.nr0.htm" target="_blank" rel="noreferrer noopener">https://www.bls.gov/news.release/realer.nr0.htm</a> <a href="https://www.federalreserve.gov/releases/g19/current/default.htm" target="_blank" rel="noreferrer noopener">https://www.federalreserve.gov/releases/g19/current/default.htm</a> <a href="https://www.longtermtrends.net/home-price-median-annual-income-ratio" target="_blank" rel="noreferrer noopener"> https://www.longtermtrends.net/home-price-median-annual-income-ratio</a> <a href="https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding</a> <a href="https://twitter.com/Jason/status/1523780820112007168" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1523780820112007168</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://www.dol.gov/ui/data.pdf" target="_blank" rel="noreferrer noopener">https://www.dol.gov/ui/data.pdf</a> <a href="https://twitter.com/TheBenSchmark/status/1522669777478684672" target="_blank" rel="noreferrer noopener">https://twitter.com/TheBenSchmark/status/1522669777478684672</a> <a href="https://twitter.com/AndrewE_Dunn/status/1523653942252826624" target="_blank" rel="noreferrer noopener">https://twitter.com/AndrewE_Dunn/status/1523653942252826624</a> <a href="https://twitter.com/mattturck/status/1524773379416408064" target="_blank" rel="noreferrer noopener">https://twitter.com/mattturck/status/1524773379416408064</a> <a href="https://twitter.com/jonsakoda/status/1522625236130144256" target="_blank" rel="noreferrer noopener">https://twitter.com/jonsakoda/status/1522625236130144256</a> <a href="https://cloudedjudgement.substack.com" target="_blank" rel="noreferrer noopener">https://cloudedjudgement.substack.com</a> <a href="https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/</a> <a href="https://twitter.com/ZoeSchiffer/status/1523017143939309568" target="_blank" rel="noreferrer noopener">https://twitter.com/ZoeSchiffer/status/1523017143939309568</a> <a href="https://twitter.com/BurryArchive/status/1524504399070081025" target="_blank" rel="noreferrer noopener">https://twitter.com/BurryArchive/status/1524504399070081025</a> <a href="https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/</a> <a href="https://twitter.com/Airbnb/status/1524379284260892674" target="_blank" rel="noreferrer noopener">https://twitter.com/Airbnb/status/1524379284260892674</a>]]></description><guid isPermaLink="false">582d687f-4e70-442d-9975-a7ad651c5388</guid><pubDate>Fri, 13 May 2022 06:00:32 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245944/allin_e80.mp3" length="97176815" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/52847028-65a6-4ba8-81dd-a6a2fbd03acc/52847028-65a6-4ba8-81dd-a6a2fbd03acc.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/52847028-65a6-4ba8-81dd-a6a2fbd03acc/52847028-65a6-4ba8-81dd-a6a2fbd03acc.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/52847028-65a6-4ba8-81dd-a6a2fbd03acc/52847028-65a6-4ba8-81dd-a6a2fbd03acc.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn 58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at 1:13:21 Psychological impact of investing after taking huge losses 1:29:00 Predictions on how the market shakes out Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/cullenroche/status/1524441227931774976" target="_blank" rel="noreferrer noopener">https://twitter.com/cullenroche/status/1524441227931774976</a> <a href="https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards" target="_blank" rel="noreferrer noopener"> https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards</a> <a href="https://www.bls.gov/news.release/realer.nr0.htm" target="_blank" rel="noreferrer noopener">https://www.bls.gov/news.release/realer.nr0.htm</a> <a href="https://www.federalreserve.gov/releases/g19/current/default.htm" target="_blank" rel="noreferrer noopener">https://www.federalreserve.gov/releases/g19/current/default.htm</a> <a href="https://www.longtermtrends.net/home-price-median-annual-income-ratio" target="_blank" rel="noreferrer noopener"> https://www.longtermtrends.net/home-price-median-annual-income-ratio</a> <a href="https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding</a> <a href="https://twitter.com/Jason/status/1523780820112007168" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1523780820112007168</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://www.dol.gov/ui/data.pdf" target="_blank" rel="noreferrer noopener">https://www.dol.gov/ui/data.pdf</a> <a href="https://twitter.com/TheBenSchmark/status/1522669777478684672" target="_blank" rel="noreferrer noopener">https://twitter.com/TheBenSchmark/status/1522669777478684672</a> <a href="https://twitter.com/AndrewE_Dunn/status/1523653942252826624" target="_blank" rel="noreferrer noopener">https://twitter.com/AndrewE_Dunn/status/1523653942252826624</a> <a href="https://twitter.com/mattturck/status/1524773379416408064" target="_blank" rel="noreferrer noopener">https://twitter.com/mattturck/status/1524773379416408064</a> <a href="https://twitter.com/jonsakoda/status/1522625236130144256" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6074</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein</title><link>https://www.spreaker.com/episode/e79-analyzing-the-leaked-draft-overturning-roe-v-wade-with-amy-howe-and-tom-goldstein--75246125</link><description><![CDATA[0:00 Amy Howe (@AHoweBlogger) &amp; Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade 43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices? 1:05:09 Analyzing the path forward Follow Amy and Tom: <a href="https://twitter.com/AHoweBlogger" target="_blank" rel="noreferrer noopener">https://twitter.com/AHoweBlogger</a> <a href="https://twitter.com/SCOTUSblog" target="_blank" rel="noreferrer noopener">https://twitter.com/SCOTUSblog</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.documentcloud.org/documents/21835435-scotus-initial-draft" target="_blank" rel="noreferrer noopener"> https://www.documentcloud.org/documents/21835435-scotus-initial-draft</a> <a href="https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf" target="_blank" rel="noreferrer noopener"> https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf</a> <a href="https://supreme.justia.com/cases/federal/us/505/833/case.pdf" target="_blank" rel="noreferrer noopener">https://supreme.justia.com/cases/federal/us/505/833/case.pdf</a> <a href="https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings</a> <a href="https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates</a> <a href="https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf" target="_blank" rel="noreferrer noopener">https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf</a> <a href="https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292</a> <a href="https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330" target="_blank" rel="noreferrer noopener">https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330</a> <a href="https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf" target="_blank" rel="noreferrer noopener">https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf</a> <a href="https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx</a> <a href="https://news.gallup.com/poll/1576/abortion.aspx" target="_blank" rel="noreferrer noopener">https://news.gallup.com/poll/1576/abortion.aspx</a>  ]]></description><guid isPermaLink="false">6b5cd2aa-bec6-405a-bd14-815c4eb3912c</guid><pubDate>Sat, 07 May 2022 04:35:43 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246125/allin_e79.mp3" length="82457608" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/41ff82d7-4fdb-4c1a-8757-0c94e2f2aec1/41ff82d7-4fdb-4c1a-8757-0c94e2f2aec1.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/41ff82d7-4fdb-4c1a-8757-0c94e2f2aec1/41ff82d7-4fdb-4c1a-8757-0c94e2f2aec1.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/41ff82d7-4fdb-4c1a-8757-0c94e2f2aec1/41ff82d7-4fdb-4c1a-8757-0c94e2f2aec1.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Amy Howe (@AHoweBlogger) &amp;amp; Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade 43:03 How will the leaked draft...</itunes:subtitle><itunes:summary><![CDATA[0:00 Amy Howe (@AHoweBlogger) &amp; Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade 43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices? 1:05:09 Analyzing the path forward Follow Amy and Tom: <a href="https://twitter.com/AHoweBlogger" target="_blank" rel="noreferrer noopener">https://twitter.com/AHoweBlogger</a> <a href="https://twitter.com/SCOTUSblog" target="_blank" rel="noreferrer noopener">https://twitter.com/SCOTUSblog</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.documentcloud.org/documents/21835435-scotus-initial-draft" target="_blank" rel="noreferrer noopener"> https://www.documentcloud.org/documents/21835435-scotus-initial-draft</a> <a href="https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf" target="_blank" rel="noreferrer noopener"> https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf</a> <a href="https://supreme.justia.com/cases/federal/us/505/833/case.pdf" target="_blank" rel="noreferrer noopener">https://supreme.justia.com/cases/federal/us/505/833/case.pdf</a> <a href="https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings</a> <a href="https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates</a> <a href="https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf" target="_blank" rel="noreferrer noopener">https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf</a> <a href="https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292</a> <a href="https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330" target="_blank" rel="noreferrer noopener">https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330</a> <a href="https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf" target="_blank" rel="noreferrer noopener">https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf</a> <a href="https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx" target="_blank" rel="noreferrer noopener"> https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx</a> <a href="https://news.gallup.com/poll/1576/abortion.aspx" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5154</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest</title><link>https://www.spreaker.com/episode/e78-vc-fund-metrics-that-matter-private-market-update-recession-student-loans-bill-hwang-arrest--75246074</link><description><![CDATA[0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering 1:19:08 New Disinformation Governance Board 1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.socialcapital.com/ideas/2021-annual-letter" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/ideas/2021-annual-letter</a> <a href="https://twitter.com/jasongoepfert/status/1520040516955643905" target="_blank" rel="noreferrer noopener">https://twitter.com/jasongoepfert/status/1520040516955643905</a> <a href="https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351</a> <a href="https://twitter.com/lizannsonders/status/1520021943621140483" target="_blank" rel="noreferrer noopener">https://twitter.com/lizannsonders/status/1520021943621140483</a> <a href="https://www.conference-board.org/topics/consumer-confidence" target="_blank" rel="noreferrer noopener">https://www.conference-board.org/topics/consumer-confidence</a> <a href="https://twitter.com/DavidSacks/status/1489128016508719104" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1489128016508719104</a> <a href="https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp" target="_blank" rel="noreferrer noopener"> https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp</a> <a href="https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/</a> <a href="https://www.sec.gov/news/press-release/2022-70" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2022-70</a> <a href="https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d</a> <a href="https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022" target="_blank" rel="noreferrer noopener"> https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022</a> <a href="https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html</a> <a href="https://twitter.com/elonmusk/status/1519073003933515776" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1519073003933515776</a>]]></description><guid isPermaLink="false">590e2504-8206-4264-902e-60ab5226be2b</guid><pubDate>Sat, 30 Apr 2022 07:55:01 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246074/allin_e78.mp3" length="107198969" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/dd3fdfa7-595c-4e73-996f-a140df3b8a8b/dd3fdfa7-595c-4e73-996f-a140df3b8a8b.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/dd3fdfa7-595c-4e73-996f-a140df3b8a8b/dd3fdfa7-595c-4e73-996f-a140df3b8a8b.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/dd3fdfa7-595c-4e73-996f-a140df3b8a8b/dd3fdfa7-595c-4e73-996f-a140df3b8a8b.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering 1:19:08 New Disinformation Governance Board 1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.socialcapital.com/ideas/2021-annual-letter" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/ideas/2021-annual-letter</a> <a href="https://twitter.com/jasongoepfert/status/1520040516955643905" target="_blank" rel="noreferrer noopener">https://twitter.com/jasongoepfert/status/1520040516955643905</a> <a href="https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351</a> <a href="https://twitter.com/lizannsonders/status/1520021943621140483" target="_blank" rel="noreferrer noopener">https://twitter.com/lizannsonders/status/1520021943621140483</a> <a href="https://www.conference-board.org/topics/consumer-confidence" target="_blank" rel="noreferrer noopener">https://www.conference-board.org/topics/consumer-confidence</a> <a href="https://twitter.com/DavidSacks/status/1489128016508719104" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1489128016508719104</a> <a href="https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp" target="_blank" rel="noreferrer noopener"> https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp</a> <a href="https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/</a> <a href="https://www.sec.gov/news/press-release/2022-70" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2022-70</a> <a href="https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d</a> <a href="https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022" target="_blank" rel="noreferrer noopener"> https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022</a> <a href="https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>6700</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E77: Tech work culture, crypto regulation, stablecoins, $NFLX &amp; more w/ Coinbase CEO Brian Armstrong</title><link>https://www.spreaker.com/episode/e77-tech-work-culture-crypto-regulation-stablecoins-nflx-more-w-coinbase-ceo-brian-armstrong--75246019</link><description><![CDATA[0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26:25 Crypto regulation and adoption 46:37 Brian's takes on different types of stablecoins 51:14 Netflix's major headwinds Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804</a> <a href="https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation</a> <a href="https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook</a> <a href="https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook</a> <a href="https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648</a> <a href="https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/" target="_blank" rel="noreferrer noopener"> https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/</a> <a href="https://sacks.substack.com/p/your-startup-is-a-movement?s=r" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/your-startup-is-a-movement?s=r</a> <a href="https://twitter.com/brian_armstrong/status/1435439291715358721" target="_blank" rel="noreferrer noopener">https://twitter.com/brian_armstrong/status/1435439291715358721</a> <a href="https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/</a> <a href="https://www.investopedia.com/terms/h/howey-test.asp" target="_blank" rel="noreferrer noopener">https://www.investopedia.com/terms/h/howey-test.asp</a> <a href="https://www.wsj.com/articles/crypto-thieves-get-bolder-by-the-heist-stealing-record-amounts-11650582598" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/crypto-thieves-get-bolder-by-the-heist-stealing-record-amounts-11650582598</a> <a href="https://techcrunch.com/2022/04/06/axie-infinity-creator-raises-150m-round-to-compensate-victims-of-625m-ronin-hack/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/04/06/axie-infinity-creator-raises-150m-round-to-compensate-victims-of-625m-ronin-hack/</a> <a href="https://twitter.com/balajis/status/1402030233319088139" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1402030233319088139</a> <a href="https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-companies-have-no-business-in-politics/" target="_blank" rel="noreferrer noopener"> https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-companies-have-no-business-in-politics/</a> <a href="https://www.pbs.org/newshour/arts/netflix-loses-200000-subscribers-projects-even-deeper-losses-this-spring" target="_blank" rel="noreferrer noopener"> https://www.pbs.org/newshour/arts/netflix-loses-200000-subscribers-projects-even-deeper-losses-this-spring</a> <a href="https://www.google.com/finance/quote/NFLX:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NFLX:NASDAQ</a> <a href="https://ycharts.com/companies/NFLX/market_cap" target="_blank" rel="noreferrer noopener">https://ycharts.com/companies/NFLX/market_cap</a> <a href="https://www.bloomberg.com/news/articles/2022-04-20/ackman-loses-more-than-430-million-on-three-month-netflix-bet" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-04-20/ackman-loses-more-than-430-million-on-three-month-netflix-bet</a> <a href="https://www.google.com/finance/quote/FB:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/FB:NASDAQ</a> <a href="https://www.google.com/finance/quote/GOOG:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href="https://twitter.com/elonmusk/status/1516600269899026432" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1516600269899026432</a> <a href="https://summit.allinpodcast.co/" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co/</a>]]></description><guid isPermaLink="false">b2dbf983-a818-4d56-8d7d-d3ab889071e3</guid><pubDate>Sat, 23 Apr 2022 06:10:28 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246019/allin_e77.mp3" length="62065043" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/6dba8818-bbfe-4c7f-bd82-1d9475ab8a6d/6dba8818-bbfe-4c7f-bd82-1d9475ab8a6d.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6dba8818-bbfe-4c7f-bd82-1d9475ab8a6d/6dba8818-bbfe-4c7f-bd82-1d9475ab8a6d.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/6dba8818-bbfe-4c7f-bd82-1d9475ab8a6d/6dba8818-bbfe-4c7f-bd82-1d9475ab8a6d.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26:25 Crypto regulation and adoption 46:37 Brian's...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26:25 Crypto regulation and adoption 46:37 Brian's takes on different types of stablecoins 51:14 Netflix's major headwinds Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804</a> <a href="https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation</a> <a href="https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook</a> <a href="https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook</a> <a href="https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648</a> <a href="https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/" target="_blank" rel="noreferrer noopener"> https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/</a> <a href="https://sacks.substack.com/p/your-startup-is-a-movement?s=r" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/your-startup-is-a-movement?s=r</a> <a href="https://twitter.com/brian_armstrong/status/1435439291715358721" target="_blank" rel="noreferrer noopener">https://twitter.com/brian_armstrong/status/1435439291715358721</a> <a href="https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/</a> <a href="https://www.investopedia.com/terms/h/howey-test.asp" target="_blank" rel="noreferrer noopener">https://www.investopedia.com/terms/h/howey-test.asp</a> <a...]]></itunes:summary><itunes:duration>3879</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview</title><link>https://www.spreaker.com/episode/e76-5-food-shortage-china-s-grand-plan-inflation-french-election-plus-an-all-in-summit-preview--75245995</link><description><![CDATA[*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode.      0:00 Surprise part two!  1:03 Friedberg breaks down the global food crisis and predicts China's grand plan 9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like 18:22 Understanding French election results so far 23:08 All-In Summit update and preview Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/" target="_blank" rel="noreferrer noopener"> https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/</a> <a href="https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties</a> <a href="https://allafrica.com/stories/202203190144.html" target="_blank" rel="noreferrer noopener">https://allafrica.com/stories/202203190144.html</a> <a href="https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser</a> <a href="https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays" target="_blank" rel="noreferrer noopener"> https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays</a> <a href="https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food</a> <a href="https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215</a> <a href="https://twitter.com/DavidSacks/status/1485696010290491393" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1485696010290491393</a> <a href="https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022" target="_blank" rel="noreferrer noopener"> https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022</a> <a href="https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html</a> <a href="https://www.wsj.com/articles/visa-mastercard-fees-will-hurt-consumers-sen-dick-durbin-says-11650046879" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/visa-mastercard-fees-will-hurt-consumers-sen-dick-durbin-says-11650046879</a> <a href="https://summit.allinpodcast.co/" target="_blank" rel="noreferrer noopener">https://summit.allinpodcast.co/</a>]]></description><guid isPermaLink="false">20d82e4e-c91e-41ca-aa8a-312936e5659e</guid><pubDate>Sat, 16 Apr 2022 06:08:42 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245995/allin_e76_2.mp3" length="36461699" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/db501753-35a3-470f-94c8-4ee98ff780dd/db501753-35a3-470f-94c8-4ee98ff780dd.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/db501753-35a3-470f-94c8-4ee98ff780dd/db501753-35a3-470f-94c8-4ee98ff780dd.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/db501753-35a3-470f-94c8-4ee98ff780dd/db501753-35a3-470f-94c8-4ee98ff780dd.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode.      0:00 Surprise part two!  1:03 Friedberg breaks down the global food crisis and predicts China's grand plan...</itunes:subtitle><itunes:summary><![CDATA[*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode.      0:00 Surprise part two!  1:03 Friedberg breaks down the global food crisis and predicts China's grand plan 9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like 18:22 Understanding French election results so far 23:08 All-In Summit update and preview Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/" target="_blank" rel="noreferrer noopener"> https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/</a> <a href="https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties</a> <a href="https://allafrica.com/stories/202203190144.html" target="_blank" rel="noreferrer noopener">https://allafrica.com/stories/202203190144.html</a> <a href="https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser</a> <a href="https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays" target="_blank" rel="noreferrer noopener"> https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays</a> <a href="https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food" target="_blank" rel="noreferrer noopener"> https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food</a> <a href="https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215</a> <a href="https://twitter.com/DavidSacks/status/1485696010290491393" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1485696010290491393</a> <a href="https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022" target="_blank" rel="noreferrer noopener"> https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022</a> <a href="https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html</a> <a...]]></itunes:summary><itunes:duration>2279</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E76: Elon vs. Twitter</title><link>https://www.spreaker.com/episode/e76-elon-vs-twitter--75246044</link><description><![CDATA[0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee 43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/elonmusk/status/1514564966564651008" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1514564966564651008</a> <a href="https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html" target="_blank" rel="noreferrer noopener"> https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html</a> <a href="https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc</a>. <a href="https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm</a> <a href="https://www.google.com/finance/quote/TWTR:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TWTR:NYSE</a> <a href="https://twitter.com/DefiantLs/status/1514738236207337477" target="_blank" rel="noreferrer noopener">https://twitter.com/DefiantLs/status/1514738236207337477</a> <a href="https://twitter.com/jeffjarvis/status/1514578609754812419" target="_blank" rel="noreferrer noopener">https://twitter.com/jeffjarvis/status/1514578609754812419</a> <a href="https://twitter.com/maxboot/status/1514570168730636290" target="_blank" rel="noreferrer noopener">https://twitter.com/maxboot/status/1514570168730636290</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href="https://twitter.com/DefiantLs/status/1514738236207337477" target="_blank" rel="noreferrer noopener">https://twitter.com/DefiantLs/status/1514738236207337477</a> <a href="https://twitter.com/auronmacintyre/status/1514653963408318474" target="_blank" rel="noreferrer noopener">https://twitter.com/auronmacintyre/status/1514653963408318474</a> <a href="https://www.google.com/finance/quote/ATVI:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/ATVI:NASDAQ</a>]]></description><guid isPermaLink="false">47ac8889-7765-477b-8f72-aaa792e29754</guid><pubDate>Sat, 16 Apr 2022 02:04:53 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246044/allin_e76.mp3" length="56232806" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/1ae3e17c-6a4d-4a15-81b0-81649326fd42/1ae3e17c-6a4d-4a15-81b0-81649326fd42.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/1ae3e17c-6a4d-4a15-81b0-81649326fd42/1ae3e17c-6a4d-4a15-81b0-81649326fd42.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/1ae3e17c-6a4d-4a15-81b0-81649326fd42/1ae3e17c-6a4d-4a15-81b0-81649326fd42.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitter, analyzing...</itunes:subtitle><itunes:summary><![CDATA[0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee 43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/elonmusk/status/1514564966564651008" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1514564966564651008</a> <a href="https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html" target="_blank" rel="noreferrer noopener"> https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html</a> <a href="https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc" target="_blank" rel="noreferrer noopener"> https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc</a>. <a href="https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm</a> <a href="https://www.google.com/finance/quote/TWTR:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TWTR:NYSE</a> <a href="https://twitter.com/DefiantLs/status/1514738236207337477" target="_blank" rel="noreferrer noopener">https://twitter.com/DefiantLs/status/1514738236207337477</a> <a href="https://twitter.com/jeffjarvis/status/1514578609754812419" target="_blank" rel="noreferrer noopener">https://twitter.com/jeffjarvis/status/1514578609754812419</a> <a href="https://twitter.com/maxboot/status/1514570168730636290" target="_blank" rel="noreferrer noopener">https://twitter.com/maxboot/status/1514570168730636290</a> <a href="https://www.google.com/finance/quote/SPY:NYSEARCA" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href="https://www.google.com/finance/quote/TSLA:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href="https://twitter.com/DefiantLs/status/1514738236207337477" target="_blank" rel="noreferrer noopener">https://twitter.com/DefiantLs/status/1514738236207337477</a> <a href="https://twitter.com/auronmacintyre/status/1514653963408318474" target="_blank" rel="noreferrer noopener">https://twitter.com/auronmacintyre/status/1514653963408318474</a> <a href="https://www.google.com/finance/quote/ATVI:NASDAQ" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>3515</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution &amp; more</title><link>https://www.spreaker.com/episode/e75-fast-shuts-down-board-culpability-elon-buys-9-of-twitter-deplatforming-s-evolution-more--75246027</link><description><![CDATA[0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model 41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming 1:03:24 Food shortage update, ideal US objectives going forward Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder</a> <a href="https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs</a> <a href="https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources</a> <a href="https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs</a> <a href="https://articles.sequoiacap.com/rip-good-times" target="_blank" rel="noreferrer noopener">https://articles.sequoiacap.com/rip-good-times</a> <a href="https://sacks.substack.com/p/the-saas-board-meeting" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/the-saas-board-meeting</a> <a href="https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410" target="_blank" rel="noreferrer noopener"> https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410</a> <a href="https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform</a> <a href="https://twitter.com/paraga/status/1511320953598357505" target="_blank" rel="noreferrer noopener">https://twitter.com/paraga/status/1511320953598357505</a> <a href="https://twitter.com/jack/status/1511329369473564677" target="_blank" rel="noreferrer noopener">https://twitter.com/jack/status/1511329369473564677</a> <a href="https://twitter.com/elonmusk/status/1507259709224632344" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1507259709224632344</a> <a href="https://twitter.com/micsolana/status/1511360061670662149" target="_blank" rel="noreferrer noopener">https://twitter.com/micsolana/status/1511360061670662149</a> <a href="https://twitter.com/micsolana/status/1511674851202945024" target="_blank" rel="noreferrer noopener">https://twitter.com/micsolana/status/1511674851202945024</a> <a href="https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html</a> <a href="https://gro-intelligence.com/insights/gro-predicts-us-corn-stocks-will-drop-sharply-in-2022-23" target="_blank" rel="noreferrer noopener"> https://gro-intelligence.com/insights/gro-predicts-us-corn-stocks-will-drop-sharply-in-2022-23</a> <a href="https://www.theamericanconservative.com/articles/the-state-department-failed-to-prevent-the-war-will-it-now-prevent-the-peace" target="_blank" rel="noreferrer noopener"> https://www.theamericanconservative.com/articles/the-state-department-failed-to-prevent-the-war-will-it-now-prevent-the-peace</a>]]></description><guid isPermaLink="false">c633d248-ac2a-4f24-99fc-b701016aa6e3</guid><pubDate>Sat, 09 Apr 2022 04:03:42 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246027/allin_e75.mp3" length="74518075" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/a48393d9-592a-41c8-9b74-01bee09891ff/a48393d9-592a-41c8-9b74-01bee09891ff.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a48393d9-592a-41c8-9b74-01bee09891ff/a48393d9-592a-41c8-9b74-01bee09891ff.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/a48393d9-592a-41c8-9b74-01bee09891ff/a48393d9-592a-41c8-9b74-01bee09891ff.vtt" type="text/vtt" language="en"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's shutdown, VC...</itunes:subtitle><itunes:summary><![CDATA[0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model 41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming 1:03:24 Food shortage update, ideal US objectives going forward Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder</a> <a href="https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs</a> <a href="https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources</a> <a href="https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs</a> <a href="https://articles.sequoiacap.com/rip-good-times" target="_blank" rel="noreferrer noopener">https://articles.sequoiacap.com/rip-good-times</a> <a href="https://sacks.substack.com/p/the-saas-board-meeting" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/the-saas-board-meeting</a> <a href="https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410" target="_blank" rel="noreferrer noopener"> https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410</a> <a href="https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform</a> <a href="https://twitter.com/paraga/status/1511320953598357505" target="_blank" rel="noreferrer noopener">https://twitter.com/paraga/status/1511320953598357505</a> <a href="https://twitter.com/jack/status/1511329369473564677" target="_blank" rel="noreferrer noopener">https://twitter.com/jack/status/1511329369473564677</a> <a href="https://twitter.com/elonmusk/status/1507259709224632344" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4658</itunes:duration><itunes:explicit>true</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more</title><link>https://www.spreaker.com/episode/e74-market-update-inverted-yield-curve-immigration-new-spac-rules-fb-smears-tiktok-and-more--75246190</link><description><![CDATA[0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, reframing high-skilled immigration 48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted? 1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both? 1:19:03 Food shortage update 1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525</a> <a href="https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28</a> <a href="https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm" target="_blank" rel="noreferrer noopener"> https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm</a> <a href="https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3" target="_blank" rel="noreferrer noopener"> https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3</a> <a href="https://www.google.com/finance/quote/PATH:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/PATH:NYSE</a> <a href="https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html</a> <a href="https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962</a> <a href="https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy</a> <a href="https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center" target="_blank" rel="noreferrer noopener"> https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center</a> <a href="https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts</a> <a href="https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets</a> <a href="https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate</a> <a href="https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html</a> <a href="https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/</a> <a href="https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says" target="_blank" rel="noreferrer noopener"> https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says</a> <a href="https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html" target="_blank" rel="noreferrer noopener">https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html</a> <a href="https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html" target="_blank" rel="noreferrer noopener"> https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html</a> <a href="https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report" target="_blank" rel="noreferrer noopener"> https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report</a> <a href="https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change</a> <a href="https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R" target="_blank" rel="noreferrer noopener"> https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R</a>]]></description><guid isPermaLink="false">e739520d-7e6b-4f81-964f-a58ecbb1d607</guid><pubDate>Fri, 01 Apr 2022 09:53:30 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246190/allin_e74.mp3" length="95215345" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues,...</itunes:subtitle><itunes:summary><![CDATA[0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, reframing high-skilled immigration 48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted? 1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both? 1:19:03 Food shortage update 1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525</a> <a href="https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28</a> <a href="https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm" target="_blank" rel="noreferrer noopener"> https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm</a> <a href="https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3" target="_blank" rel="noreferrer noopener"> https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3</a> <a href="https://www.google.com/finance/quote/PATH:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/PATH:NYSE</a> <a href="https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392</a> <a href="https://fred.stlouisfed.org/series/CIVPART" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/CIVPART</a> <a href="https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html</a> <a href="https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962</a> <a...]]></itunes:summary><itunes:duration>5951</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner</title><link>https://www.spreaker.com/episode/e73-late-stage-vc-markdowns-and-mistakes-market-strategy-ukraine-russia-update-with-brad-gerstner--75246287</link><description><![CDATA[0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology 40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble 53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive 1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war 1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: https://sacks.substack.com/p/the-burnmultiple-51a7e43cb200 <a href="https://substack.com/profile/11803623-jamin-ball" target="_blank" rel="noreferrer noopener">https://substack.com/profile/11803623-jamin-ball</a> <a href="https://twitter.com/nfergus/status/1506243619384037378" target="_blank" rel="noreferrer noopener">https://twitter.com/nfergus/status/1506243619384037378</a> <a href="https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war</a> <a href="https://www.rand.org/pubs/research_briefs/RB10014.html" target="_blank" rel="noreferrer noopener">https://www.rand.org/pubs/research_briefs/RB10014.html</a> <a href="https://twitter.com/samramani2/status/1507378113893871617" target="_blank" rel="noreferrer noopener">https://twitter.com/samramani2/status/1507378113893871617</a> <a href="https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/</a> <a href="https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail" target="_blank" rel="noreferrer noopener"> https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail</a> <a href="https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html" target="_blank" rel="noreferrer noopener"> https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html</a> <a href="https://www.politico.com/news/2022/03/20/zelenskyy-ukraine-zakaria-interview-00018716" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2022/03/20/zelenskyy-ukraine-zakaria-interview-00018716</a> <a href="https://fortune.com/2022/03/25/russia-g20-summit-putin-biden-indonesia-bali-china-ukraine/" target="_blank" rel="noreferrer noopener"> https://fortune.com/2022/03/25/russia-g20-summit-putin-biden-indonesia-bali-china-ukraine/</a> <a href="https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html</a> <a href="https://fortune.com/2022/03/24/putin-russia-natural-gas-europe-imports-pay-in-rubles-sanctions/" target="_blank" rel="noreferrer noopener"> https://fortune.com/2022/03/24/putin-russia-natural-gas-europe-imports-pay-in-rubles-sanctions/</a> <a href="https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</a> <a href="https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html</a> <a href="https://www.cnbc.com/2022/03/24/biden-says-us-would-respond-to-russia-if-putin-uses-chemical-or-biological-weapons.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/03/24/biden-says-us-would-respond-to-russia-if-putin-uses-chemical-or-biological-weapons.html</a> <a href="https://www.washingtonpost.com/news/post-politics/wp/2014/03/09/blinken-u-s-would-not-recognize-crimea-secession/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/news/post-politics/wp/2014/03/09/blinken-u-s-would-not-recognize-crimea-secession/</a> <a href="https://www.wsj.com/articles/biden-sticks-with-longstanding-u-s-policy-on-use-of-nuclear-weapons-amid-pressure-from-allies-11648176849" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/biden-sticks-with-longstanding-u-s-policy-on-use-of-nuclear-weapons-amid-pressure-from-allies-11648176849</a> <a href="https://www.bloomberg.com/news/articles/2022-03-21/china-embraces-supply-side-economics-with-tax-cuts" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-03-21/china-embraces-supply-side-economics-with-tax-cuts</a>]]></description><guid isPermaLink="false">71f7c266-d0b2-4db7-94d5-c72f200b38d6</guid><pubDate>Sat, 26 Mar 2022 05:49:32 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246287/allin_e73.mp3" length="92445055" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology 40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble 53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive 1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war 1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: https://sacks.substack.com/p/the-burnmultiple-51a7e43cb200 <a href="https://substack.com/profile/11803623-jamin-ball" target="_blank" rel="noreferrer noopener">https://substack.com/profile/11803623-jamin-ball</a> <a href="https://twitter.com/nfergus/status/1506243619384037378" target="_blank" rel="noreferrer noopener">https://twitter.com/nfergus/status/1506243619384037378</a> <a href="https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war</a> <a href="https://www.rand.org/pubs/research_briefs/RB10014.html" target="_blank" rel="noreferrer noopener">https://www.rand.org/pubs/research_briefs/RB10014.html</a> <a href="https://twitter.com/samramani2/status/1507378113893871617" target="_blank" rel="noreferrer noopener">https://twitter.com/samramani2/status/1507378113893871617</a> <a href="https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/</a> <a href="https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail" target="_blank" rel="noreferrer noopener"> https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail</a> <a href="https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html" target="_blank" rel="noreferrer noopener"> https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html</a> <a...]]></itunes:summary><itunes:duration>5778</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more</title><link>https://www.spreaker.com/episode/e72-impact-of-sanctions-deglobalization-food-shortage-risks-macroeconomic-outlook-and-more--75245988</link><description><![CDATA[0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping 34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization 49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets 1:02:06 Rewriting foreign policy playbooks Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html</a> <a href="https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html" target="_blank" rel="noreferrer noopener"> https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html</a> <a href="https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html</a> <a href="https://twitter.com/davidfrum/status/1504601558184517637" target="_blank" rel="noreferrer noopener">https://twitter.com/davidfrum/status/1504601558184517637</a> <a href="https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/" target="_blank" rel="noreferrer noopener"> https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/</a> <a href="https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/</a> <a href="https://twitter.com/RichardHanania/status/1504824837964926981" target="_blank" rel="noreferrer noopener">https://twitter.com/RichardHanania/status/1504824837964926981</a> <a href="https://twitter.com/ClintEhrlich/status/1504618754784735232" target="_blank" rel="noreferrer noopener">https://twitter.com/ClintEhrlich/status/1504618754784735232</a> <a href="https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1</a> <a href="https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298</a> <a href="https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make" target="_blank" rel="noreferrer noopener"> https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make</a> <a href="https://www.eia.gov/outlooks/steo/images/Fig4.png" target="_blank" rel="noreferrer noopener">https://www.eia.gov/outlooks/steo/images/Fig4.png</a> <a href="https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation" target="_blank" rel="noreferrer noopener"> https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation</a> <a href="https://www.marketwatch.com/investing/future/cu22" target="_blank" rel="noreferrer noopener">https://www.marketwatch.com/investing/future/cu22</a> <a href="https://twitter.com/ianbremmer/status/1504214235114577926" target="_blank" rel="noreferrer noopener">https://twitter.com/ianbremmer/status/1504214235114577926</a> <a href="https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm</a> <a href="https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html</a> <a href="https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates</a> <a href="https://twitter.com/DavidSacks/status/1503989745939980292" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1503989745939980292</a> <a href="https://www.bbc.com/news/world-europe-26079957" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/world-europe-26079957</a> <a href="https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy" target="_blank" rel="noreferrer noopener"> https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy</a> <a href="https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato</a> <a href="https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/" target="_blank" rel="noreferrer noopener"> https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/</a> <a href="https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html</a> <a href="https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/" target="_blank" rel="noreferrer noopener"> https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/</a> <a href="https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/" target="_blank" rel="noreferrer noopener"> https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/</a> <a href="https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/</a> <a href="https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/" target="_blank" rel="noreferrer noopener"> https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/</a>]]></description><guid isPermaLink="false">72b3f32d-ebc5-4668-b3f3-79e182cb80fa</guid><pubDate>Sat, 19 Mar 2022 02:02:47 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245988/allin_e72.mp3" length="71648170" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed...</itunes:subtitle><itunes:summary><![CDATA[0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping 34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization 49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets 1:02:06 Rewriting foreign policy playbooks Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html</a> <a href="https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html" target="_blank" rel="noreferrer noopener"> https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html</a> <a href="https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html</a> <a href="https://twitter.com/davidfrum/status/1504601558184517637" target="_blank" rel="noreferrer noopener">https://twitter.com/davidfrum/status/1504601558184517637</a> <a href="https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/" target="_blank" rel="noreferrer noopener"> https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/</a> <a href="https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/</a> <a href="https://twitter.com/RichardHanania/status/1504824837964926981" target="_blank" rel="noreferrer noopener">https://twitter.com/RichardHanania/status/1504824837964926981</a> <a href="https://twitter.com/ClintEhrlich/status/1504618754784735232" target="_blank" rel="noreferrer noopener">https://twitter.com/ClintEhrlich/status/1504618754784735232</a> <a href="https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1</a> <a href="https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298</a> <a...]]></itunes:summary><itunes:duration>4478</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more</title><link>https://www.spreaker.com/episode/e71-russia-ukraine-deep-dive-escalation-risk-factors-financial-fallout-exit-ramps-and-more--75246257</link><description><![CDATA[0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far 46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan 1:05:22 Market impact, increased volatility, thinking in decades, managing risk 1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/phildstewart/status/1499535843207389186" target="_blank" rel="noreferrer noopener">https://twitter.com/phildstewart/status/1499535843207389186</a> <a href="https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html" target="_blank" rel="noreferrer noopener"> https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html</a> <a href="https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council" target="_blank" rel="noreferrer noopener"> https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council</a> <a href="https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04</a> <a href="https://twitter.com/TimothyDSnyder/status/1499587642115117059" target="_blank" rel="noreferrer noopener">https://twitter.com/TimothyDSnyder/status/1499587642115117059</a> <a href="https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html</a> <a href="https://www.google.com/finance/quote/LUKOY:OTCMKTS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/LUKOY:OTCMKTS</a> <a href="https://oec.world/en/profile/hs92/wheat" target="_blank" rel="noreferrer noopener">https://oec.world/en/profile/hs92/wheat</a> <a href="https://twitter.com/balajis/status/1498873063378612227" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1498873063378612227</a> <a href="https://twitter.com/LindseyGrahamSC/status/1499574209567199235" target="_blank" rel="noreferrer noopener">https://twitter.com/LindseyGrahamSC/status/1499574209567199235</a> <a href="https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html</a> <a href="https://twitter.com/biancoresearch/status/1499385705591709698" target="_blank" rel="noreferrer noopener">https://twitter.com/biancoresearch/status/1499385705591709698</a> <a href="https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/" target="_blank" rel="noreferrer noopener"> https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/</a> <a href="https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/</a> <a href="https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/</a> <a href="https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html</a> <a href="https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/" target="_blank" rel="noreferrer noopener">https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/</a> <a href="https://www.nato.int/docu/update/2008/04-april/e0403h.html" target="_blank" rel="noreferrer noopener">https://www.nato.int/docu/update/2008/04-april/e0403h.html</a> <a href="https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911" target="_blank" rel="noreferrer noopener"> https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911</a> <a href="https://www.youtube.com/watch?v=JrMiSQAGOS4" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=JrMiSQAGOS4</a> <a href="https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU" target="_blank" rel="noreferrer noopener">https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU</a> <a href="https://twitter.com/shellenbergermd/status/1499386637066727424" target="_blank" rel="noreferrer noopener">https://twitter.com/shellenbergermd/status/1499386637066727424</a> <a href="https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r" target="_blank" rel="noreferrer noopener"> https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r</a> <a href="https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter</a> <a href="https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html</a> <a href="https://twitter.com/Ukraine/status/1497834538843660291" target="_blank" rel="noreferrer noopener">https://twitter.com/Ukraine/status/1497834538843660291</a> <a href="https://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04" target="_blank" rel="noreferrer noopener"> https://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04</a> <a href="https://twitter.com/chamath/status/1496998762496946203" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1496998762496946203</a> <a href="https://twitter.com/morganhousel/status/1499484089082007552" target="_blank" rel="noreferrer noopener">https://twitter.com/morganhousel/status/1499484089082007552</a> <a href="https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/</a> <a href="https://twitter.com/zekejmiller/status/1499739582115553281" target="_blank" rel="noreferrer noopener">https://twitter.com/zekejmiller/status/1499739582115553281</a> <a href="https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/" target="_blank" rel="noreferrer noopener"> https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/</a> <a href="https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/" target="_blank" rel="noreferrer noopener"> https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/</a> <a href="https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/</a> <a href="https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers" target="_blank" rel="noreferrer noopener"> https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers</a> <a href="https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911</a> ]]></description><guid isPermaLink="false">395264b2-5984-4710-8749-25d3d1e3d6dc</guid><pubDate>Sat, 05 Mar 2022 05:32:59 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246257/allin_e71.mp3" length="92065979" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23...</itunes:subtitle><itunes:summary><![CDATA[0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far 46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan 1:05:22 Market impact, increased volatility, thinking in decades, managing risk 1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/phildstewart/status/1499535843207389186" target="_blank" rel="noreferrer noopener">https://twitter.com/phildstewart/status/1499535843207389186</a> <a href="https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html" target="_blank" rel="noreferrer noopener"> https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html</a> <a href="https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council" target="_blank" rel="noreferrer noopener"> https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council</a> <a href="https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04</a> <a href="https://twitter.com/TimothyDSnyder/status/1499587642115117059" target="_blank" rel="noreferrer noopener">https://twitter.com/TimothyDSnyder/status/1499587642115117059</a> <a href="https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html</a> <a href="https://www.google.com/finance/quote/LUKOY:OTCMKTS" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/LUKOY:OTCMKTS</a> <a href="https://oec.world/en/profile/hs92/wheat" target="_blank" rel="noreferrer noopener">https://oec.world/en/profile/hs92/wheat</a> <a href="https://twitter.com/balajis/status/1498873063378612227" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1498873063378612227</a> <a href="https://twitter.com/LindseyGrahamSC/status/1499574209567199235" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5754</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more</title><link>https://www.spreaker.com/episode/e70-emergency-pod-russia-invades-ukraine-reactions-putin-s-ambition-biden-s-response-and-more--75246146</link><description><![CDATA[0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc 32:51 Reflecting on the media coverage so far, Putin's ambitions 42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence 53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3</a> <a href="https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands" target="_blank" rel="noreferrer noopener"> https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands</a> <a href="https://twitter.com/Ukraine/status/1496837835743133699" target="_blank" rel="noreferrer noopener">https://twitter.com/Ukraine/status/1496837835743133699</a> <a href="https://twitter.com/Ukraine/status/1496716168920547331" target="_blank" rel="noreferrer noopener">https://twitter.com/Ukraine/status/1496716168920547331</a> <a href="https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw</a> <a href="https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131</a> <a href="https://en.wikipedia.org/wiki/Nuclear_power_in_Germany" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Nuclear_power_in_Germany</a> <a href="https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech" target="_blank" rel="noreferrer noopener"> https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech</a> <a href="https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url" target="_blank" rel="noreferrer noopener"> https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url</a> <a href="https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/" target="_blank" rel="noreferrer noopener"> https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/</a>  ]]></description><guid isPermaLink="false">ef06c185-36f7-4591-97be-32ba92bbef4a</guid><pubDate>Thu, 24 Feb 2022 23:47:34 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246146/allin_e70.mp3" length="68438039" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc 32:51 Reflecting on the media coverage so far, Putin's ambitions 42:20 Biden's new...</itunes:subtitle><itunes:summary><![CDATA[0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc 32:51 Reflecting on the media coverage so far, Putin's ambitions 42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence 53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3</a> <a href="https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands" target="_blank" rel="noreferrer noopener"> https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands</a> <a href="https://twitter.com/Ukraine/status/1496837835743133699" target="_blank" rel="noreferrer noopener">https://twitter.com/Ukraine/status/1496837835743133699</a> <a href="https://twitter.com/Ukraine/status/1496716168920547331" target="_blank" rel="noreferrer noopener">https://twitter.com/Ukraine/status/1496716168920547331</a> <a href="https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw</a> <a href="https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131</a> <a href="https://en.wikipedia.org/wiki/Nuclear_power_in_Germany" target="_blank" rel="noreferrer noopener">https://en.wikipedia.org/wiki/Nuclear_power_in_Germany</a> <a href="https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech" target="_blank" rel="noreferrer noopener"> https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech</a> <a href="https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url" target="_blank" rel="noreferrer noopener"> https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url</a> <a href="https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/" target="_blank" rel="noreferrer noopener"> https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/</a>  ]]></itunes:summary><itunes:duration>4278</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy &amp; more</title><link>https://www.spreaker.com/episode/e68-trudeau-invokes-emergency-powers-bitcoin-vs-government-tiger-global-s-new-strategy-more--75246086</link><description><![CDATA[0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments 25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism 42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks 1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci 1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict</a> <a href="https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada" target="_blank" rel="noreferrer noopener"> https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada</a> <a href="https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url" target="_blank" rel="noreferrer noopener"> https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url</a> <a href="https://twitter.com/Jason/status/1494534850090442752" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1494534850090442752</a> <a href="https://twitter.com/juliettekayyem/status/1491757167308902405" target="_blank" rel="noreferrer noopener">https://twitter.com/juliettekayyem/status/1491757167308902405</a> <a href="https://twitter.com/juliettekayyem/status/1491789181428715521" target="_blank" rel="noreferrer noopener">https://twitter.com/juliettekayyem/status/1491789181428715521</a> <a href="https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html</a> <a href="https://twitter.com/garrytan/status/1493876167085944834" target="_blank" rel="noreferrer noopener">https://twitter.com/garrytan/status/1493876167085944834</a> <a href="https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening" target="_blank" rel="noreferrer noopener"> https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening</a> <a href="https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential</a> <a href="https://twitter.com/Jason/status/1493860336713097218" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1493860336713097218</a> <a href="https://twitter.com/MikeBloomberg/status/1494009394257870848" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeBloomberg/status/1494009394257870848</a> <a href="https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter" target="_blank" rel="noreferrer noopener"> https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter</a> <a href="https://www.theinformation.com/articles/tiger-global-d1-capital-signal-pullback-from-big-private-tech-deals-amid-market-rout" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/tiger-global-d1-capital-signal-pullback-from-big-private-tech-deals-amid-market-rout</a> <a href="https://www.wsj.com/articles/woman-appears-cured-of-hiv-after-umbilical-cord-blood-transplant-11644945720" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/woman-appears-cured-of-hiv-after-umbilical-cord-blood-transplant-11644945720</a> <a href="https://twitter.com/phil_hellmuth/status/1494144604555206656" target="_blank" rel="noreferrer noopener">https://twitter.com/phil_hellmuth/status/1494144604555206656</a> <a href="https://twitter.com/DavidSacks/status/1493296369796202496" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1493296369796202496</a>]]></description><guid isPermaLink="false">b00c5e6c-97eb-45fa-852c-598031af568a</guid><pubDate>Sat, 19 Feb 2022 07:22:01 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246086/allin_e68.mp3" length="86118811" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments 25:37 San Francisco Board of Education recall: what this...</itunes:subtitle><itunes:summary><![CDATA[0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments 25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism 42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks 1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci 1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict</a> <a href="https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada" target="_blank" rel="noreferrer noopener"> https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada</a> <a href="https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url" target="_blank" rel="noreferrer noopener"> https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url</a> <a href="https://twitter.com/Jason/status/1494534850090442752" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1494534850090442752</a> <a href="https://twitter.com/juliettekayyem/status/1491757167308902405" target="_blank" rel="noreferrer noopener">https://twitter.com/juliettekayyem/status/1491757167308902405</a> <a href="https://twitter.com/juliettekayyem/status/1491789181428715521" target="_blank" rel="noreferrer noopener">https://twitter.com/juliettekayyem/status/1491789181428715521</a> <a href="https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html</a> <a href="https://twitter.com/garrytan/status/1493876167085944834" target="_blank" rel="noreferrer noopener">https://twitter.com/garrytan/status/1493876167085944834</a> <a href="https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening" target="_blank" rel="noreferrer noopener"> https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening</a> <a href="https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential</a> <a href="https://twitter.com/Jason/status/1493860336713097218" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5383</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move &amp; more</title><link>https://www.spreaker.com/episode/e67-revisiting-rogan-canadian-truckers-protest-fusion-breakthrough-msft-s-savvy-move-more--75246141</link><description><![CDATA[0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath's new camera positioning 3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy 30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into? 45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth 54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment 1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal 1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972" target="_blank" rel="noreferrer noopener"> https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972</a> <a href="https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html</a> <a href="https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast</a> <a href="https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word" target="_blank" rel="noreferrer noopener"> https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word</a> <a href="https://twitter.com/aodespair/status/1489565575894478849" target="_blank" rel="noreferrer noopener">https://twitter.com/aodespair/status/1489565575894478849</a> <a href="https://twitter.com/Jason/status/1490803436639588352" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1490803436639588352</a> <a href="https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest</a> <a href="https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001</a> <a href="https://bariweiss.substack.com/p/what-the-truckers-want" target="_blank" rel="noreferrer noopener">https://bariweiss.substack.com/p/what-the-truckers-want</a> <a href="https://globalnews.ca/news/8539610/trucker-convoy-covid-vaccine-mandates-ottawa" target="_blank" rel="noreferrer noopener"> https://globalnews.ca/news/8539610/trucker-convoy-covid-vaccine-mandates-ottawa</a> <a href="https://twitter.com/DavidSacks/status/1245179774097477633" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1245179774097477633</a> <a href="https://www.nytimes.com/2022/02/08/us/politics/new-york-mask-mandate.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/02/08/us/politics/new-york-mask-mandate.html</a> <a href="https://theliberalpatriot.substack.com/p/the-left-is-blowing-its-big-opportunity" target="_blank" rel="noreferrer noopener"> https://theliberalpatriot.substack.com/p/the-left-is-blowing-its-big-opportunity</a> <a href="https://www.google.com/finance/quote/XLE:NYSEARCA?window=6M" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/XLE:NYSEARCA?window=6M</a> <a href="https://seekingalpha.com/news/3799278-oil-and-gas-stocks-top-todays-leaderboard-as-oil-resumes-upward-climb" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/news/3799278-oil-and-gas-stocks-top-todays-leaderboard-as-oil-resumes-upward-climb</a> <a href="https://www.wsj.com/articles/microsoft-promises-openness-on-new-app-store-as-it-seeks-approval-for-activision-acquisition-11644424237" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/microsoft-promises-openness-on-new-app-store-as-it-seeks-approval-for-activision-acquisition-11644424237</a> <a href="https://twitter.com/zerohedge/status/1491771262544318464" target="_blank" rel="noreferrer noopener">https://twitter.com/zerohedge/status/1491771262544318464</a> <a href="https://finance.yahoo.com/news/u-consumer-sentiment-falls-fresh-151419313.html" target="_blank" rel="noreferrer noopener"> https://finance.yahoo.com/news/u-consumer-sentiment-falls-fresh-151419313.html</a> <a href="https://www.mercurynews.com/2012/12/13/thomas-sowell-inflation-can-tax-the-poor-as-well-as-the-rich/" target="_blank" rel="noreferrer noopener"> https://www.mercurynews.com/2012/12/13/thomas-sowell-inflation-can-tax-the-poor-as-well-as-the-rich/</a> <a href="https://www.nationaljournal.com/s/716486/biden-is-blowing-his-covid-moment/" target="_blank" rel="noreferrer noopener"> https://www.nationaljournal.com/s/716486/biden-is-blowing-his-covid-moment/</a> <a href="https://twitter.com/hollandcourtney/status/1491996868829614081" target="_blank" rel="noreferrer noopener">https://twitter.com/hollandcourtney/status/1491996868829614081</a> <a href="https://www.wyden.senate.gov/news/press-releases/wyden-and-heinrich-newly-declassified-documents-reveal-previously-secret-cia-bulk-collection-problems-with-cia-handling-of-americans-information" target="_blank" rel="noreferrer noopener"> https://www.wyden.senate.gov/news/press-releases/wyden-and-heinrich-newly-declassified-documents-reveal-previously-secret-cia-bulk-collection-problems-with-cia-handling-of-americans-information</a> <a href="https://www.wyden.senate.gov/imo/media/doc/HainesBurns_WydenHeinrich_13APR21%20-FINAL.pdf" target="_blank" rel="noreferrer noopener"> https://www.wyden.senate.gov/imo/media/doc/HainesBurns_WydenHeinrich_13APR21%20-FINAL.pdf</a> <a href="https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022" target="_blank" rel="noreferrer noopener"> https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022</a>]]></description><guid isPermaLink="false">7bbf90ea-1d29-408b-a6ce-29abff145d40</guid><pubDate>Sat, 12 Feb 2022 06:27:34 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246141/allin_e67.mp3" length="81459500" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath's new camera positioning 3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy 30:04 Canadian truckers' "Freedom Convoy": root causes, impact,...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath's new camera positioning 3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy 30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into? 45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth 54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment 1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal 1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972" target="_blank" rel="noreferrer noopener"> https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972</a> <a href="https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html" target="_blank" rel="noreferrer noopener"> https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html</a> <a href="https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast</a> <a href="https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word" target="_blank" rel="noreferrer noopener"> https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word</a> <a href="https://twitter.com/aodespair/status/1489565575894478849" target="_blank" rel="noreferrer noopener">https://twitter.com/aodespair/status/1489565575894478849</a> <a href="https://twitter.com/Jason/status/1490803436639588352" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1490803436639588352</a> <a href="https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest</a> <a href="https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001" target="_blank" rel="noreferrer noopener"> https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001</a> <a href="https://bariweiss.substack.com/p/what-the-truckers-want" target="_blank" rel="noreferrer noopener">https://bariweiss.substack.com/p/what-the-truckers-want</a> <a...]]></itunes:summary><itunes:duration>5091</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flex</title><link>https://www.spreaker.com/episode/e66-fb-s-major-pullback-rogan-spotify-mess-xi-putin-meetup-and-understanding-supply-chain-issues-with-bestie-guestie-ryan-petersen-flex--75246251</link><description><![CDATA[0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for 45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake" 55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance 1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech 1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science 1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/INGR:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/INGR:NYSE</a> <a href="https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed</a> <a href="https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html</a> <a href="https://twitter.com/typesfast/status/1451543776992845834" target="_blank" rel="noreferrer noopener">https://twitter.com/typesfast/status/1451543776992845834</a> <a href="https://www.google.com/finance/quote/FB:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/FB:NASDAQ</a> <a href="https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html</a> <a href="https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html</a> <a href="https://www.google.com/finance/quote/PYPL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/PYPL:NASDAQ</a> <a href="https://www.google.com/finance/quote/SNAP:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href="https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html</a> <a href="https://twitter.com/GavinSBaker/status/1462831115572596744" target="_blank" rel="noreferrer noopener">https://twitter.com/GavinSBaker/status/1462831115572596744</a> <a href="https://www.google.com/finance/quote/NFLX:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/NFLX:NASDAQ</a> <a href="https://www.google.com/finance/quote/AMZN:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/AMZN:NASDAQ</a> <a href="https://twitter.com/DavidSacks/status/1489321225520238592" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1489321225520238592</a> <a href="https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list" target="_blank" rel="noreferrer noopener">https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list</a> <a href="https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html</a> <a href="https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast</a> <a href="https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html" target="_blank" rel="noreferrer noopener"> https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html</a> <a href="https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation</a> <a href="https://twitter.com/ggreenwald/status/1488252747489202181" target="_blank" rel="noreferrer noopener">https://twitter.com/ggreenwald/status/1488252747489202181</a> <a href="https://twitter.com/ggreenwald/status/1489258034865971205" target="_blank" rel="noreferrer noopener">https://twitter.com/ggreenwald/status/1489258034865971205</a> <a href="https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news" target="_blank" rel="noreferrer noopener"> https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news</a> <a href="https://twitter.com/echeloninsights/status/1487118055582965762" target="_blank" rel="noreferrer noopener">https://twitter.com/echeloninsights/status/1487118055582965762</a> <a href="https://twitter.com/MonmouthPoll/status/1488180589505167372" target="_blank" rel="noreferrer noopener">https://twitter.com/MonmouthPoll/status/1488180589505167372</a> <a href="https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743</a> <a href="https://www.voltairenet.org/article215540.html" target="_blank" rel="noreferrer noopener">https://www.voltairenet.org/article215540.html</a>]]></description><guid isPermaLink="false">712f9c6e-7a51-4416-b339-472b0be2f210</guid><pubDate>Sat, 05 Feb 2022 07:28:09 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246251/allin_e66.mp3" length="94982055" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for 45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have...</itunes:subtitle><itunes:summary><![CDATA[0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for 45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake" 55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance 1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech 1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science 1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.google.com/finance/quote/INGR:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/INGR:NYSE</a> <a href="https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed</a> <a href="https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html</a> <a href="https://twitter.com/typesfast/status/1451543776992845834" target="_blank" rel="noreferrer noopener">https://twitter.com/typesfast/status/1451543776992845834</a> <a href="https://www.google.com/finance/quote/FB:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/FB:NASDAQ</a> <a href="https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html</a> <a href="https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html</a> <a href="https://www.google.com/finance/quote/PYPL:NASDAQ" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/PYPL:NASDAQ</a> <a href="https://www.google.com/finance/quote/SNAP:NYSE" target="_blank" rel="noreferrer noopener">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href="https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html"...]]></itunes:summary><itunes:duration>5937</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia &amp; more</title><link>https://www.spreaker.com/episode/e65-vc-markup-dynamics-russia-us-tensions-over-ukraine-altos-labs-raises-3b-stripe-mafia-more--75246066</link><description><![CDATA[0:00 Chamath's preferred cosplay 1:35 Reflecting on bad investment decisions and markup dynamics 15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings 39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes 55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot 1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance</a> <a href="https://twitter.com/DavidSacks/status/1480716684038049796" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1480716684038049796</a> <a href="https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78" target="_blank" rel="noreferrer noopener"> https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78</a> <a href="https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html</a> <a href="https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing" target="_blank" rel="noreferrer noopener"> https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing</a> <a href="https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525</a> <a href="https://www.history.com/news/nato-article-5-meaning-history-world-war-2" target="_blank" rel="noreferrer noopener"> https://www.history.com/news/nato-article-5-meaning-history-world-war-2</a> <a href="https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html</a> <a href="https://www.worldometers.info/gdp/gdp-by-country" target="_blank" rel="noreferrer noopener">https://www.worldometers.info/gdp/gdp-by-country</a> <a href="https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player" target="_blank" rel="noreferrer noopener"> https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player</a> <a href="https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine" target="_blank" rel="noreferrer noopener"> https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine</a> <a href="https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690</a> <a href="https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&amp;response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22" target="_blank" rel="noreferrer noopener"> https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&amp;response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22</a> <a href="https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast" target="_blank" rel="noreferrer noopener"> https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast</a> <a href="https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html</a> <a href="https://www.tcv.com/tcv-insights/netflix-case-study" target="_blank" rel="noreferrer noopener">https://www.tcv.com/tcv-insights/netflix-case-study</a> <a href="https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html</a> <a href="https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming" target="_blank" rel="noreferrer noopener"> https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming</a> <a href="https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf" target="_blank" rel="noreferrer noopener"> https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf</a> <a href="https://twitter.com/theryanking/status/1485784823641755648" target="_blank" rel="noreferrer noopener">https://twitter.com/theryanking/status/1485784823641755648</a> <a href="https://twitter.com/shaunmmaguire/status/1486082835974811650" target="_blank" rel="noreferrer noopener">https://twitter.com/shaunmmaguire/status/1486082835974811650</a> <a href="https://twitter.com/Jason/status/1486113945790214146" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1486113945790214146</a> <a href="https://twitter.com/shaunmmaguire/status/1486114773209006080" target="_blank" rel="noreferrer noopener">https://twitter.com/shaunmmaguire/status/1486114773209006080</a> <a href="https://twitter.com/Jason/status/1486121975311339520" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1486121975311339520</a> <a href="https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T" target="_blank" rel="noreferrer noopener"> https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T</a>]]></description><guid isPermaLink="false">7413d057-0f15-405e-9f56-c198fc287864</guid><pubDate>Sat, 29 Jan 2022 06:35:36 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246066/allin_e65.mp3" length="71233136" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Chamath's preferred cosplay 1:35 Reflecting on bad investment decisions and markup dynamics 15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings...</itunes:subtitle><itunes:summary><![CDATA[0:00 Chamath's preferred cosplay 1:35 Reflecting on bad investment decisions and markup dynamics 15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings 39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes 55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot 1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance</a> <a href="https://twitter.com/DavidSacks/status/1480716684038049796" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1480716684038049796</a> <a href="https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78" target="_blank" rel="noreferrer noopener"> https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78</a> <a href="https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html</a> <a href="https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing" target="_blank" rel="noreferrer noopener"> https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing</a> <a href="https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525</a> <a href="https://www.history.com/news/nato-article-5-meaning-history-world-war-2" target="_blank" rel="noreferrer noopener"> https://www.history.com/news/nato-article-5-meaning-history-world-war-2</a> <a href="https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html" target="_blank" rel="noreferrer noopener"> https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html</a> <a href="https://www.worldometers.info/gdp/gdp-by-country" target="_blank" rel="noreferrer noopener">https://www.worldometers.info/gdp/gdp-by-country</a> <a href="https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4452</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E64: Antitrust standards &amp; enforcement, tech repricing, lab leak obfuscation, E63 reactions &amp; more</title><link>https://www.spreaker.com/episode/e64-antitrust-standards-enforcement-tech-repricing-lab-leak-obfuscation-e63-reactions-more--75246151</link><description><![CDATA[00:00 Cold Open 00:25 Besties react to last week's All-In E63 21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust 42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton &amp; Netflix valuations 1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis 1:32:01 Friedberg's new company <a href="https://cana.com" target="_blank" rel="noreferrer noopener">Cana</a> 1:33:47 Learning loss from COVID school closures Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> <br /> <br /> <br /> Referenced in the Episode:<br /> <br /> Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC <a href="https://www.youtube.com/watch?v=w1iYGE3PVYA" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=w1iYGE3PVYA</a>    WSJ article: Sen. Dianne Feinstein &amp; Sen. Alex Padilla advanced the antitrust bill <a href="https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487</a>    Chamath's Social Capital 2019 Annual Letter <a href="https://www.socialcapital.com/annual-letters/2019" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/annual-letters/2019</a>    Bill Ackman suggests the Fed should raise rate by 50 basis points <a href="https://twitter.com/BillAckman/status/1482449525595943045?s=20" target="_blank" rel="noreferrer noopener"> https://twitter.com/BillAckman/status/1482449525595943045?s=20</a>    Gavin Baker's Twitter on Generals getting shot last <a href="https://twitter.com/GavinSBaker/status/1479454332567310342?s=20" target="_blank" rel="noreferrer noopener"> https://twitter.com/GavinSBaker/status/1479454332567310342?s=20</a>    Jonathan Chait in NY Mag on School Closures <a href="https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html" target="_blank" rel="noreferrer noopener"> https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html</a>    Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion <a href="https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime" target="_blank" rel="noreferrer noopener"> https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime</a>    Friedberg's interview on This Week in Startups <a href="https://youtu.be/dajzLwGAntI?t=1998" target="_blank" rel="noreferrer noopener">https://youtu.be/dajzLwGAntI?t=1998</a>  <a href="https://apple.co/33Xrbq3" target="_blank" rel="noreferrer noopener">https://apple.co/33Xrbq3</a> ]]></description><guid isPermaLink="false">5f4bd033-012e-4278-8ee1-08a32dd7ae21</guid><pubDate>Sat, 22 Jan 2022 07:50:13 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246151/allin_e64.mp3" length="93625387" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>00:00 Cold Open 00:25 Besties react to last week's All-In E63 21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust 42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton &amp;amp; Netflix valuations 1:11:04 Sacks...</itunes:subtitle><itunes:summary><![CDATA[00:00 Cold Open 00:25 Besties react to last week's All-In E63 21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust 42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton &amp; Netflix valuations 1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis 1:32:01 Friedberg's new company <a href="https://cana.com" target="_blank" rel="noreferrer noopener">Cana</a> 1:33:47 Learning loss from COVID school closures Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> <br /> <br /> <br /> Referenced in the Episode:<br /> <br /> Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC <a href="https://www.youtube.com/watch?v=w1iYGE3PVYA" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=w1iYGE3PVYA</a>    WSJ article: Sen. Dianne Feinstein &amp; Sen. Alex Padilla advanced the antitrust bill <a href="https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487</a>    Chamath's Social Capital 2019 Annual Letter <a href="https://www.socialcapital.com/annual-letters/2019" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/annual-letters/2019</a>    Bill Ackman suggests the Fed should raise rate by 50 basis points <a href="https://twitter.com/BillAckman/status/1482449525595943045?s=20" target="_blank" rel="noreferrer noopener"> https://twitter.com/BillAckman/status/1482449525595943045?s=20</a>    Gavin Baker's Twitter on Generals getting shot last <a href="https://twitter.com/GavinSBaker/status/1479454332567310342?s=20" target="_blank" rel="noreferrer noopener"> https://twitter.com/GavinSBaker/status/1479454332567310342?s=20</a>    Jonathan Chait in NY Mag on School Closures <a href="https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html" target="_blank" rel="noreferrer noopener"> https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html</a>    Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion <a href="https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime" target="_blank" rel="noreferrer noopener"> https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime</a>    Friedberg's interview on This Week in Startups <a href="https://youtu.be/dajzLwGAntI?t=1998" target="_blank" rel="noreferrer noopener">https://youtu.be/dajzLwGAntI?t=1998</a>  <a href="https://apple.co/33Xrbq3" target="_blank" rel="noreferrer noopener">https://apple.co/33Xrbq3</a> ]]></itunes:summary><itunes:duration>5834</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more</title><link>https://www.spreaker.com/episode/e63-insurrection-indictments-human-rights-in-the-us-and-abroad-groundbreaking-ms-study-and-more--75246078</link><description><![CDATA[0:00 Bestie Intro: Friedberg prepares for the insurrection discussion 0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating 14:45 Human rights perspectives and challenges: domestic and international 57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts 1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws 1:19:44 Rehashing the roast of Phil Hellmuth Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html</a> <a href="https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th" target="_blank" rel="noreferrer noopener"> https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th</a> <a href="https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and</a> <a href="https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html</a> <a href="https://twitter.com/ryanstruyk/status/1481345993320939525" target="_blank" rel="noreferrer noopener">https://twitter.com/ryanstruyk/status/1481345993320939525</a> <a href="https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2</a> <a href="https://twitter.com/Jason/status/1481386527485693953" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1481386527485693953</a> <a href="https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html</a> <a href="https://www.bbc.com/news/world-asia-china-22278037" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/world-asia-china-22278037</a> <a href="https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html</a> <a href="https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069</a> <a href="https://www.npr.org/2022/01/13/1072529477/more-than-1-million-fewer-students-are-in-college-the-lowest-enrollment-numbers-" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2022/01/13/1072529477/more-than-1-million-fewer-students-are-in-college-the-lowest-enrollment-numbers-</a> <a href="https://www.science.org/doi/10.1126/science.abj8222" target="_blank" rel="noreferrer noopener">https://www.science.org/doi/10.1126/science.abj8222</a> <a href="https://www.umassmed.edu/news/news-archives/2022/01/phase-i-clinical-trial-of-moderna-mrna-vaccine-for-epstein-barr-virus-starting-at-umass-chan/" target="_blank" rel="noreferrer noopener"> https://www.umassmed.edu/news/news-archives/2022/01/phase-i-clinical-trial-of-moderna-mrna-vaccine-for-epstein-barr-virus-starting-at-umass-chan/</a>  <a href="https://www.wsj.com/articles/pig-heart-transplant-donor-organs-11641948330" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/pig-heart-transplant-donor-organs-11641948330</a>  <a href="https://www.wsj.com/articles/sec-pushes-for-more-transparency-from-private-companies-11641752489" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/sec-pushes-for-more-transparency-from-private-companies-11641752489</a>]]></description><guid isPermaLink="false">45ac6f10-f8a9-40e7-b626-6c1ac87faaeb</guid><pubDate>Sat, 15 Jan 2022 08:12:54 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246078/allin_e63.mp3" length="81739706" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie Intro: Friedberg prepares for the insurrection discussion 0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating 14:45 Human rights perspectives and challenges: domestic and...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie Intro: Friedberg prepares for the insurrection discussion 0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating 14:45 Human rights perspectives and challenges: domestic and international 57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts 1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws 1:19:44 Rehashing the roast of Phil Hellmuth Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html</a> <a href="https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th" target="_blank" rel="noreferrer noopener"> https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th</a> <a href="https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and</a> <a href="https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html</a> <a href="https://twitter.com/ryanstruyk/status/1481345993320939525" target="_blank" rel="noreferrer noopener">https://twitter.com/ryanstruyk/status/1481345993320939525</a> <a href="https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2</a> <a href="https://twitter.com/Jason/status/1481386527485693953" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1481386527485693953</a> <a href="https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html</a> <a href="https://www.bbc.com/news/world-asia-china-22278037" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/world-asia-china-22278037</a> <a href="https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html</a> <a href="https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069"...]]></itunes:summary><itunes:duration>5109</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E62: Elizabeth Holmes verdict, fraud origins &amp; takeaways, navigating "The Great Markdown" &amp; more</title><link>https://www.spreaker.com/episode/e62-elizabeth-holmes-verdict-fraud-origins-takeaways-navigating-the-great-markdown-more--75245949</link><description><![CDATA[0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top 26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions 45:56 Advice for founders on navigating a downturn 1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705</a> <a href="https://www.bbc.com/news/technology-58469882" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/technology-58469882</a> <a href="https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html</a> <a href="https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471</a> <a href="https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10</a> <a href="https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights" target="_blank" rel="noreferrer noopener"> https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights</a> <a href="https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html</a> <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> <a href="http://www.paulgraham.com/aord.html" target="_blank" rel="noreferrer noopener">http://www.paulgraham.com/aord.html</a> <a href="https://www.socialcapital.com/annual-letters/2019" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/annual-letters/2019</a> <a href="https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200" target="_blank" rel="noreferrer noopener">https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200</a> <a href="https://www.statista.com/statistics/266206/googles-annual-global-revenue" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/266206/googles-annual-global-revenue</a> <a href="https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds</a>]]></description><guid isPermaLink="false">f4a139c8-b7f1-486c-89c4-2f8436d0394f</guid><pubDate>Sat, 08 Jan 2022 06:11:56 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245949/allin_e62.mp3" length="63970208" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top 26:09 Implications of "The...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top 26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions 45:56 Advice for founders on navigating a downturn 1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705</a> <a href="https://www.bbc.com/news/technology-58469882" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/technology-58469882</a> <a href="https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html</a> <a href="https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471</a> <a href="https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10</a> <a href="https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights" target="_blank" rel="noreferrer noopener"> https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights</a> <a href="https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html</a> <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> <a href="http://www.paulgraham.com/aord.html" target="_blank" rel="noreferrer noopener">http://www.paulgraham.com/aord.html</a> <a href="https://www.socialcapital.com/annual-letters/2019" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/annual-letters/2019</a> <a href="https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200" target="_blank" rel="noreferrer noopener">https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200</a> <a...]]></itunes:summary><itunes:duration>3998</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E61: 2022 Predictions! Business, politics, science, tech, crypto, &amp; more</title><link>https://www.spreaker.com/episode/e61-2022-predictions-business-politics-science-tech-crypto-more--75245990</link><description><![CDATA[(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predicting 2022's biggest business loser (34:30) Most contrarian belief for 2022 (1:02:07) Best performing asset for 2022 (1:04:19) Most anticipated trend for 2022 (1:09:19) Most anticipated media for 2022 Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=IFMMeCMbNt8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=IFMMeCMbNt8</a> <a href="https://www.youtube.com/watch?v=CrgYEbIQkac" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=CrgYEbIQkac</a> <a href="https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html</a> <a href="https://worldpopulationreview.com/countries/countries-by-gdp" target="_blank" rel="noreferrer noopener">https://worldpopulationreview.com/countries/countries-by-gdp</a> <a href="https://twitter.com/datarade/status/1474432996845436933" target="_blank" rel="noreferrer noopener">https://twitter.com/datarade/status/1474432996845436933</a> <a href="https://twitter.com/kerpen/status/1475209018058723334" target="_blank" rel="noreferrer noopener">https://twitter.com/kerpen/status/1475209018058723334</a> <a href="https://www.theverge.com/2021/11/23/22245325/samsung-building-chipmaking-fab-texas-taylor" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor</a> <a href="https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600</a> <a href="https://twitter.com/balajis/status/1475438356473409542" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1475438356473409542</a> <a href="https://balajis.com/mirrortable" target="_blank" rel="noreferrer noopener">https://balajis.com/mirrortable</a> <a href="https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769</a> <a href="https://twitter.com/peterdaou/status/1470906537682026499" target="_blank" rel="noreferrer noopener">https://twitter.com/peterdaou/status/1470906537682026499</a> <a href="https://twitter.com/TheOfficialRom/status/1472206678586179588" target="_blank" rel="noreferrer noopener">https://twitter.com/TheOfficialRom/status/1472206678586179588</a> <a href="https://twitter.com/joebiden/status/1322254443644026880" target="_blank" rel="noreferrer noopener">https://twitter.com/joebiden/status/1322254443644026880</a> <a href="https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html" target="_blank" rel="noreferrer noopener"> https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html</a> <a href="https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days</a> <a href="https://twitter.com/FaceTheNation/status/1475209878415323140" target="_blank" rel="noreferrer noopener">https://twitter.com/FaceTheNation/status/1475209878415323140</a>]]></description><guid isPermaLink="false">62b0e794-5f2d-4b04-a858-522e4c631338</guid><pubDate>Wed, 29 Dec 2021 08:56:27 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245990/allin_e61.mp3" length="79194239" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predicting 2022's biggest business loser (34:30) Most...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predicting 2022's biggest business loser (34:30) Most contrarian belief for 2022 (1:02:07) Best performing asset for 2022 (1:04:19) Most anticipated trend for 2022 (1:09:19) Most anticipated media for 2022 Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.youtube.com/watch?v=IFMMeCMbNt8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=IFMMeCMbNt8</a> <a href="https://www.youtube.com/watch?v=CrgYEbIQkac" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=CrgYEbIQkac</a> <a href="https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html</a> <a href="https://worldpopulationreview.com/countries/countries-by-gdp" target="_blank" rel="noreferrer noopener">https://worldpopulationreview.com/countries/countries-by-gdp</a> <a href="https://twitter.com/datarade/status/1474432996845436933" target="_blank" rel="noreferrer noopener">https://twitter.com/datarade/status/1474432996845436933</a> <a href="https://twitter.com/kerpen/status/1475209018058723334" target="_blank" rel="noreferrer noopener">https://twitter.com/kerpen/status/1475209018058723334</a> <a href="https://www.theverge.com/2021/11/23/22245325/samsung-building-chipmaking-fab-texas-taylor" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor</a> <a href="https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600</a> <a href="https://twitter.com/balajis/status/1475438356473409542" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1475438356473409542</a> <a href="https://balajis.com/mirrortable" target="_blank" rel="noreferrer noopener">https://balajis.com/mirrortable</a> <a href="https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769</a> <a href="https://twitter.com/peterdaou/status/1470906537682026499" target="_blank" rel="noreferrer noopener">https://twitter.com/peterdaou/status/1470906537682026499</a> <a href="https://twitter.com/TheOfficialRom/status/1472206678586179588" target="_blank" rel="noreferrer noopener">https://twitter.com/TheOfficialRom/status/1472206678586179588</a> <a...]]></itunes:summary><itunes:duration>4950</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars</title><link>https://www.spreaker.com/episode/e60-the-2021-bestie-awards-plus-jack-dorsey-starts-the-web3-wars--75246103</link><description><![CDATA[(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (26:03) Biggest Loser - Business (30:54) Biggest Business Surprise (35:27) Best Science Breakthrough (42:56) Biggest Flash in the Pan (47:08) Best CEO (52:43) Best Investor (57:12) Best Turnaround (1:02:47) Worth Human Being (1:07:31) Best Meme (1:10:02) Most Loathsome Company (1:14:47) Best New Tech (1:20:22) Best Trend (1:22:17) Worst Trend (1:26:02) Favorite Media (1:34:15) The Rudy Giuliani Award for Self-Immolation (1:39:07) The Besties spread holiday cheer with each other Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/jack" target="_blank" rel="noreferrer noopener">https://twitter.com/jack</a> <a href="https://twitter.com/Jason/status/1473321415285751811" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1473321415285751811</a> <a href="https://twitter.com/cdixon/status/1473150192400486401" target="_blank" rel="noreferrer noopener">https://twitter.com/cdixon/status/1473150192400486401</a> <a href="https://twitter.com/jack/status/1473155226194616325" target="_blank" rel="noreferrer noopener">https://twitter.com/jack/status/1473155226194616325</a> <a href="https://twitter.com/elonmusk/status/1472754632325795843" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1472754632325795843</a> <a href="https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp</a> <a href="https://dune.xyz/rchen8/opensea" target="_blank" rel="noreferrer noopener">https://dune.xyz/rchen8/opensea</a> <a href="https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html" target="_blank" rel="noreferrer noopener"> https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html</a> <a href="https://www.bbc.com/news/science-environment-55564448" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/science-environment-55564448</a> <a href="https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315</a> <a href="https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007</a> <a href="https://twitter.com/GavinSBaker/status/1473326791293128706" target="_blank" rel="noreferrer noopener">https://twitter.com/GavinSBaker/status/1473326791293128706</a> <a href="https://scitechdaily.com/fusion-breakthrough-at-the-brink-of-fusion-ignition-at-national-ignition-facility" target="_blank" rel="noreferrer noopener"> https://scitechdaily.com/fusion-breakthrough-at-the-brink-of-fusion-ignition-at-national-ignition-facility</a> <a href="https://www.amazon.com/Grinding-It-Out-audiobook/dp/B07H4WXR4N" target="_blank" rel="noreferrer noopener">https://www.amazon.com/Grinding-It-Out-audiobook/dp/B07H4WXR4N</a> <a href="https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276</a> <a href="https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/0063093626" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/0063093626</a> <a href="https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488</a>]]></description><guid isPermaLink="false">195e23c4-190f-44ec-afcf-ec17f3bc4975</guid><pubDate>Thu, 23 Dec 2021 20:34:54 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246103/allin_e60.mp3" length="103678121" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (26:03) Biggest Loser - Business (30:54) Biggest...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (26:03) Biggest Loser - Business (30:54) Biggest Business Surprise (35:27) Best Science Breakthrough (42:56) Biggest Flash in the Pan (47:08) Best CEO (52:43) Best Investor (57:12) Best Turnaround (1:02:47) Worth Human Being (1:07:31) Best Meme (1:10:02) Most Loathsome Company (1:14:47) Best New Tech (1:20:22) Best Trend (1:22:17) Worst Trend (1:26:02) Favorite Media (1:34:15) The Rudy Giuliani Award for Self-Immolation (1:39:07) The Besties spread holiday cheer with each other Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/jack" target="_blank" rel="noreferrer noopener">https://twitter.com/jack</a> <a href="https://twitter.com/Jason/status/1473321415285751811" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1473321415285751811</a> <a href="https://twitter.com/cdixon/status/1473150192400486401" target="_blank" rel="noreferrer noopener">https://twitter.com/cdixon/status/1473150192400486401</a> <a href="https://twitter.com/jack/status/1473155226194616325" target="_blank" rel="noreferrer noopener">https://twitter.com/jack/status/1473155226194616325</a> <a href="https://twitter.com/elonmusk/status/1472754632325795843" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1472754632325795843</a> <a href="https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp</a> <a href="https://dune.xyz/rchen8/opensea" target="_blank" rel="noreferrer noopener">https://dune.xyz/rchen8/opensea</a> <a href="https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html" target="_blank" rel="noreferrer noopener"> https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html</a> <a href="https://www.bbc.com/news/science-environment-55564448" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/science-environment-55564448</a> <a href="https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315</a> <a href="https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007</a> <a href="https://twitter.com/GavinSBaker/status/1473326791293128706" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>6480</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA &amp; more</title><link>https://www.spreaker.com/episode/e59-twitter-s-content-warning-algo-equity-audits-politicians-trading-stocks-fed-s-next-move-mrna-more--75246040</link><description><![CDATA[(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech (27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here (42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward (53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks (1:08:57) Future of mRNA technology (1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1470799225566859268" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1470799225566859268</a> <a href="https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies" target="_blank" rel="noreferrer noopener"> https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies</a> <a href="https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list" target="_blank" rel="noreferrer noopener">https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list</a> <a href="https://mobile.twitter.com/SenWarren/status/1470415896053227522" target="_blank" rel="noreferrer noopener">https://mobile.twitter.com/SenWarren/status/1470415896053227522</a> <a href="https://mobile.twitter.com/SenSanders/status/1471512117257846784" target="_blank" rel="noreferrer noopener">https://mobile.twitter.com/SenSanders/status/1471512117257846784</a> <a href="https://fred.stlouisfed.org/series/WALCL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/WALCL</a> <a href="https://twitter.com/mangan150/status/1470827691527999494" target="_blank" rel="noreferrer noopener">https://twitter.com/mangan150/status/1470827691527999494</a> <a href="https://twitter.com/peterpham/status/1471514774546509829" target="_blank" rel="noreferrer noopener">https://twitter.com/peterpham/status/1471514774546509829</a> <a href="https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke" target="_blank" rel="noreferrer noopener"> https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke</a> <a href="https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html" target="_blank" rel="noreferrer noopener"> https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html</a> <a href="https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582</a> <a href="https://www.businessinsider.com/congress-stock-act-violations-senate-house-trading-2021-9#sen-dianne-feinstein-a-democrat-from-california-1" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/congress-stock-act-violations-senate-house-trading-2021-9#sen-dianne-feinstein-a-democrat-from-california-1</a> <a href="https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208" target="_blank" rel="noreferrer noopener"> https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208</a> <a href="https://www.wsj.com/articles/131-federal-judges-broke-the-law-by-hearing-cases-where-they-had-a-financial-interest-11632834421" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/131-federal-judges-broke-the-law-by-hearing-cases-where-they-had-a-financial-interest-11632834421</a> <a href="https://twitter.com/bgmasters/status/1471183791121055747" target="_blank" rel="noreferrer noopener">https://twitter.com/bgmasters/status/1471183791121055747</a> <a href="https://www.npr.org/2021/09/21/1039313011/tiktokers-are-trading-stocks-by-watching-what-members-of-congress-do" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2021/09/21/1039313011/tiktokers-are-trading-stocks-by-watching-what-members-of-congress-do</a> <a href="https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-research-finds-immune-system-responds-to-mrna-treatment-for-cancer" target="_blank" rel="noreferrer noopener"> https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-research-finds-immune-system-responds-to-mrna-treatment-for-cancer</a> <a href="https://twitter.com/robkhenderson" target="_blank" rel="noreferrer noopener">https://twitter.com/robkhenderson</a>]]></description><guid isPermaLink="false">628ce037-75d0-46ae-80ed-69795286a1e0</guid><pubDate>Fri, 17 Dec 2021 10:44:11 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246040/allin_e59.mp3" length="84904460" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech (27:37) Elizabeth Warren...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech (27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here (42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward (53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks (1:08:57) Future of mRNA technology (1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/DavidSacks/status/1470799225566859268" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1470799225566859268</a> <a href="https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies" target="_blank" rel="noreferrer noopener"> https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies</a> <a href="https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list" target="_blank" rel="noreferrer noopener">https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list</a> <a href="https://mobile.twitter.com/SenWarren/status/1470415896053227522" target="_blank" rel="noreferrer noopener">https://mobile.twitter.com/SenWarren/status/1470415896053227522</a> <a href="https://mobile.twitter.com/SenSanders/status/1471512117257846784" target="_blank" rel="noreferrer noopener">https://mobile.twitter.com/SenSanders/status/1471512117257846784</a> <a href="https://fred.stlouisfed.org/series/WALCL" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/WALCL</a> <a href="https://twitter.com/mangan150/status/1470827691527999494" target="_blank" rel="noreferrer noopener">https://twitter.com/mangan150/status/1470827691527999494</a> <a href="https://twitter.com/peterpham/status/1471514774546509829" target="_blank" rel="noreferrer noopener">https://twitter.com/peterpham/status/1471514774546509829</a> <a href="https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke" target="_blank" rel="noreferrer noopener"> https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke</a> <a href="https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html" target="_blank" rel="noreferrer noopener"> https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html</a> <a...]]></itunes:summary><itunes:duration>5307</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs &amp; more</title><link>https://www.spreaker.com/episode/e58-november-s-cpi-preparing-for-a-downturn-macro-outlook-better-com-s-botched-layoffs-more--75246035</link><description><![CDATA[0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators 40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy 50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders 1:11:16 Lessons from the Jussie Smollett saga Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html</a> <a href="https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm</a> <a href="https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995</a> <a href="https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html</a> <a href="https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html</a> <a href="https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html</a> <a href="https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html" target="_blank" rel="noreferrer noopener"> https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html</a> <a href="http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf" target="_blank" rel="noreferrer noopener"> http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf</a> <a href="https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052" target="_blank" rel="noreferrer noopener"> https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052</a> <a href="https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html" target="_blank" rel="noreferrer noopener">https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html</a> <a href="https://twitter.com/BillAckman/status/1469438745791410183" target="_blank" rel="noreferrer noopener">https://twitter.com/BillAckman/status/1469438745791410183</a> <a href="https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html</a> <a href="https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12</a> <a href="https://youtu.be/-_wvTa8aiu8" target="_blank" rel="noreferrer noopener">https://youtu.be/-_wvTa8aiu8</a> <a href="https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151" target="_blank" rel="noreferrer noopener"> https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151</a> <a href="https://twitter.com/Jason/status/1469370800771715073" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1469370800771715073</a> <a href="https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4</a> <a href="https://youtu.be/pXLx5OY21Bk" target="_blank" rel="noreferrer noopener">https://youtu.be/pXLx5OY21Bk</a> <a href="https://youtu.be/wZXoErL2124" target="_blank" rel="noreferrer noopener">https://youtu.be/wZXoErL2124</a>]]></description><guid isPermaLink="false">5722c127-9cb2-4d6d-8a23-ae7bb95691be</guid><pubDate>Sat, 11 Dec 2021 09:55:22 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246035/allin_e58.mp3" length="77802358" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook,...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators 40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy 50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders 1:11:16 Lessons from the Jussie Smollett saga Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html</a> <a href="https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm" target="_blank" rel="noreferrer noopener"> https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm</a> <a href="https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995</a> <a href="https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html</a> <a href="https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html</a> <a href="https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html</a> <a href="https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html" target="_blank" rel="noreferrer noopener"> https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html</a> <a href="http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf" target="_blank" rel="noreferrer noopener"> http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf</a> <a href="https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052" target="_blank" rel="noreferrer noopener"> https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052</a> <a href="https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4863</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure</title><link>https://www.spreaker.com/episode/e57-understanding-omicron-tech-stocks-plummet-vc-s-great-resignation-jack-dorsey-s-departure--75246045</link><description><![CDATA[(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to stay? What's the 10-year outlook? (44:57) Anticipating a "Great Resignation" of successful VCs (54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech (1:02:08) Mike Bloomberg donates $750M to charter schools (1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/trvrb" target="_blank" rel="noreferrer noopener">https://twitter.com/trvrb</a> <a href="https://www.nejm.org/doi/full/10.1056/NEJMoa2115463" target="_blank" rel="noreferrer noopener">https://www.nejm.org/doi/full/10.1056/NEJMoa2115463</a> <a href="https://twitter.com/erictopol/status/1466799350990839810" target="_blank" rel="noreferrer noopener">https://twitter.com/erictopol/status/1466799350990839810</a> <a href="https://twitter.com/Jason/status/1465037481187987457" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1465037481187987457</a>  https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586 <a href="https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers" target="_blank" rel="noreferrer noopener"> https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers</a> <a href="https://fortune.com/2021/08/09/lumber-prices-down-2018-levels" target="_blank" rel="noreferrer noopener">https://fortune.com/2021/08/09/lumber-prices-down-2018-levels</a> <a href="https://twitter.com/rabois/status/1466816803418615812" target="_blank" rel="noreferrer noopener">https://twitter.com/rabois/status/1466816803418615812</a> <a href="https://twitter.com/michelletandler/status/1465393612577853440" target="_blank" rel="noreferrer noopener">https://twitter.com/michelletandler/status/1465393612577853440</a> <a href="https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324</a> <a href="https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation" target="_blank" rel="noreferrer noopener"> https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation</a> <a href="https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse" target="_blank" rel="noreferrer noopener"> https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse</a>]]></description><guid isPermaLink="false">6fa4e2ef-4aa5-4ef7-82ef-abaf720fab44</guid><pubDate>Sat, 04 Dec 2021 04:42:38 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246045/allin_e57.mp3" length="75263658" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to stay? What's the 10-year outlook? (44:57)...</itunes:subtitle><itunes:summary><![CDATA[(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to stay? What's the 10-year outlook? (44:57) Anticipating a "Great Resignation" of successful VCs (54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech (1:02:08) Mike Bloomberg donates $750M to charter schools (1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/trvrb" target="_blank" rel="noreferrer noopener">https://twitter.com/trvrb</a> <a href="https://www.nejm.org/doi/full/10.1056/NEJMoa2115463" target="_blank" rel="noreferrer noopener">https://www.nejm.org/doi/full/10.1056/NEJMoa2115463</a> <a href="https://twitter.com/erictopol/status/1466799350990839810" target="_blank" rel="noreferrer noopener">https://twitter.com/erictopol/status/1466799350990839810</a> <a href="https://twitter.com/Jason/status/1465037481187987457" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1465037481187987457</a>  https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586 <a href="https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers" target="_blank" rel="noreferrer noopener"> https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers</a> <a href="https://fortune.com/2021/08/09/lumber-prices-down-2018-levels" target="_blank" rel="noreferrer noopener">https://fortune.com/2021/08/09/lumber-prices-down-2018-levels</a> <a href="https://twitter.com/rabois/status/1466816803418615812" target="_blank" rel="noreferrer noopener">https://twitter.com/rabois/status/1466816803418615812</a> <a href="https://twitter.com/michelletandler/status/1465393612577853440" target="_blank" rel="noreferrer noopener">https://twitter.com/michelletandler/status/1465393612577853440</a> <a href="https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324</a> <a href="https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation" target="_blank" rel="noreferrer noopener"> https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation</a> <a href="https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4704</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government</title><link>https://www.spreaker.com/episode/e56-constitution-dao-rittenhouse-trial-coverage-private-sector-efficiency-vs-the-government--75246149</link><description><![CDATA[0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Rittenhouse trial media coverage 50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency 1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html</a> <a href="https://twitter.com/constitutiondao" target="_blank" rel="noreferrer noopener">https://twitter.com/constitutiondao</a> <a href="https://www.constitutiondao.com" target="_blank" rel="noreferrer noopener">https://www.constitutiondao.com</a> <a href="https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/</a> <a href="https://youtu.be/1TBa-9Lx3vc?t=8762" target="_blank" rel="noreferrer noopener">https://youtu.be/1TBa-9Lx3vc?t=8762</a> <a href="https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/</a> <a href="https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial</a> <a href="https://twitter.com/elonmusk/status/1461372314424164367" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1461372314424164367</a> <a href="https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087</a> <a href="https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html</a> <a href="https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html</a> <a href="https://twitter.com/ConceptualJames/status/1461007806333693959" target="_blank" rel="noreferrer noopener">https://twitter.com/ConceptualJames/status/1461007806333693959</a> <a href="https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html</a> <a href="https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html</a> <a href="https://www.youtube.com/watch?v=zHZ4MfOiqm8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=zHZ4MfOiqm8</a> <a href="https://www.huffpost.com/entry/emily-ratajkowski-women-find-pete-davidson-attractive_n_618be849e4b06de3eb7dfbbe" target="_blank" rel="noreferrer noopener"> https://www.huffpost.com/entry/emily-ratajkowski-women-find-pete-davidson-attractive_n_618be849e4b06de3eb7dfbbe</a>]]></description><guid isPermaLink="false">d944d7fd-cf65-4e5f-a043-69d8429cb84e</guid><pubDate>Sat, 20 Nov 2021 02:55:01 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246149/allin_e56.mp3" length="72655939" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Rittenhouse trial media coverage 50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency 1:07:08 Pete Davidson's pull,...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Rittenhouse trial media coverage 50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency 1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html</a> <a href="https://twitter.com/constitutiondao" target="_blank" rel="noreferrer noopener">https://twitter.com/constitutiondao</a> <a href="https://www.constitutiondao.com" target="_blank" rel="noreferrer noopener">https://www.constitutiondao.com</a> <a href="https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/</a> <a href="https://youtu.be/1TBa-9Lx3vc?t=8762" target="_blank" rel="noreferrer noopener">https://youtu.be/1TBa-9Lx3vc?t=8762</a> <a href="https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/" target="_blank" rel="noreferrer noopener"> https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/</a> <a href="https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial</a> <a href="https://twitter.com/elonmusk/status/1461372314424164367" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1461372314424164367</a> <a href="https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087</a> <a href="https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html</a> <a href="https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html</a> <a href="https://twitter.com/ConceptualJames/status/1461007806333693959" target="_blank" rel="noreferrer noopener">https://twitter.com/ConceptualJames/status/1461007806333693959</a> <a...]]></itunes:summary><itunes:duration>4541</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more</title><link>https://www.spreaker.com/episode/e55-valuing-crypto-projects-rivian-worth-100b-inflation-causes-and-corrections-and-more--75246105</link><description><![CDATA[0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's &gt;$100B valuation, greatest CNBC hit of all time 42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it 1:01:34 Xi Jinping becomes China's "Supreme Leader" 1:08:35 GE, Toshiba, and J&amp;J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal 1:24:44 Besties wrap the show Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959</a> <a href="https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1" target="_blank" rel="noreferrer noopener"> https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1</a> <a href="https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1" target="_blank" rel="noreferrer noopener"> https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1</a> <a href="https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224</a> <a href="https://twitter.com/Sen_JoeManchin/status/1458443966135902221" target="_blank" rel="noreferrer noopener">https://twitter.com/Sen_JoeManchin/status/1458443966135902221</a> <a href="https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt" target="_blank" rel="noreferrer noopener"> https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt</a> <a href="https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312</a> <a href="https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html</a> <a href="https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&amp;reflink=article_imessage_share" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&amp;reflink=article_imessage_share</a> <a href="https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx" target="_blank" rel="noreferrer noopener"> https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx</a> <a href="https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29</a> <a href="https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21" target="_blank" rel="noreferrer noopener"> https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21</a>]]></description><guid isPermaLink="false">b54013f7-334e-431e-84dc-86f99d7dec19</guid><pubDate>Sat, 13 Nov 2021 08:34:13 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246105/allin_e55.mp3" length="88408769" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's &amp;gt;$100B valuation, greatest CNBC hit of all time...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's &gt;$100B valuation, greatest CNBC hit of all time 42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it 1:01:34 Xi Jinping becomes China's "Supreme Leader" 1:08:35 GE, Toshiba, and J&amp;J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal 1:24:44 Besties wrap the show Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959</a> <a href="https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1" target="_blank" rel="noreferrer noopener"> https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1</a> <a href="https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1" target="_blank" rel="noreferrer noopener"> https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1</a> <a href="https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224</a> <a href="https://twitter.com/Sen_JoeManchin/status/1458443966135902221" target="_blank" rel="noreferrer noopener">https://twitter.com/Sen_JoeManchin/status/1458443966135902221</a> <a href="https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt" target="_blank" rel="noreferrer noopener"> https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt</a> <a href="https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312</a> <a href="https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html</a> <a href="https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&amp;reflink=article_imessage_share" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5526</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses</title><link>https://www.spreaker.com/episode/e54-spread-trading-big-tech-capital-allocation-zillow-s-misfire-progressives-suffer-losses--75246041</link><description><![CDATA[Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread trading big tech, amazing power of Google and Microsoft 17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route 30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0 35:24 Zillow's iBuying implosion 46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for? 1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/Suhail/status/1455553539552382979" target="_blank" rel="noreferrer noopener">https://twitter.com/Suhail/status/1455553539552382979</a> <a href="https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt</a> <a href="https://twitter.com/RTanuku/status/1456324783809826819" target="_blank" rel="noreferrer noopener">https://twitter.com/RTanuku/status/1456324783809826819</a> <a href="https://www.nytimes.com/news-event/elections-2021" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/news-event/elections-2021</a> <a href="https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html</a> <a href="https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney" target="_blank" rel="noreferrer noopener"> https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney</a> <a href="https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html</a> <a href="https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html</a> <a href="https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment" target="_blank" rel="noreferrer noopener"> https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment</a> <a href="https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303" target="_blank" rel="noreferrer noopener"> https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303</a> <a href="https://twitter.com/patrickruffini/status/1454792424488902656" target="_blank" rel="noreferrer noopener">https://twitter.com/patrickruffini/status/1454792424488902656</a> <a href="https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/" target="_blank" rel="noreferrer noopener"> https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/</a> <a href="https://www.science.org/doi/10.1126/science.abh4049" target="_blank" rel="noreferrer noopener">https://www.science.org/doi/10.1126/science.abh4049</a> <a href="https://twitter.com/friedberg/status/1454482267707899909" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1454482267707899909</a> <a href="https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions" target="_blank" rel="noreferrer noopener"> https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions</a> <a href="https://www.wsj.com/articles/climate-finance-china-india-11636039142" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/climate-finance-china-india-11636039142</a> <a href="https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305</a> <a href="https://twitter.com/elonmusk/status/1454808104256737289" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1454808104256737289</a>]]></description><guid isPermaLink="false">0e84802e-e6e3-4531-8752-2502857846a0</guid><pubDate>Sat, 06 Nov 2021 06:04:07 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246041/allin_e54.mp3" length="86474513" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread trading big tech, amazing power of Google and Microsoft 17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread trading big tech, amazing power of Google and Microsoft 17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route 30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0 35:24 Zillow's iBuying implosion 46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for? 1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/Suhail/status/1455553539552382979" target="_blank" rel="noreferrer noopener">https://twitter.com/Suhail/status/1455553539552382979</a> <a href="https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt</a> <a href="https://twitter.com/RTanuku/status/1456324783809826819" target="_blank" rel="noreferrer noopener">https://twitter.com/RTanuku/status/1456324783809826819</a> <a href="https://www.nytimes.com/news-event/elections-2021" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/news-event/elections-2021</a> <a href="https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html</a> <a href="https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney" target="_blank" rel="noreferrer noopener"> https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney</a> <a href="https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html</a> <a href="https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html</a> <a href="https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment" target="_blank" rel="noreferrer noopener"> https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment</a> <a href="https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5405</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave &amp; more</title><link>https://www.spreaker.com/episode/e53-wealth-tax-dealing-with-inflation-as-a-capital-allocator-big-tech-earnings-facebook-s-rebrand-paternity-leave-more--75246048</link><description><![CDATA[0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave 20:44 Proposed "Wealth Tax" 35:13 Inflation discussion: corporate and government reactions 52:30 Dealing with inflation as a capital allocator 58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/JTLonsdale/status/1453399478254379008" target="_blank" rel="noreferrer noopener">https://twitter.com/JTLonsdale/status/1453399478254379008</a> <a href="https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs" target="_blank" rel="noreferrer noopener"> https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs</a> <a href="https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield" target="_blank" rel="noreferrer noopener"> https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield</a> <a href="https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEGDQ188S</a> <a href="https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10" target="_blank" rel="noreferrer noopener"> https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10</a> <a href="https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion</a> <a href="https://finance.yahoo.com/quote/TOST/" target="_blank" rel="noreferrer noopener">https://finance.yahoo.com/quote/TOST/</a> <a href="https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976</a> <a href="https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6" target="_blank" rel="noreferrer noopener"> https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6</a> <a href="https://twitter.com/Jason/status/1450108244915937284" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1450108244915937284</a> <a href="https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks</a> <a href="https://vm.tiktok.com/TTPdYPqdJ6/" target="_blank" rel="noreferrer noopener">https://vm.tiktok.com/TTPdYPqdJ6/</a>]]></description><guid isPermaLink="false">321510c1-6e7d-4bcd-aeac-69e6f01465b2</guid><pubDate>Sat, 30 Oct 2021 05:20:59 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246048/allin_e53.mp3" length="76109167" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave 20:44 Proposed "Wealth Tax" 35:13 Inflation discussion: corporate and government reactions 52:30 Dealing with inflation as a capital allocator 58:49 Big Tech's outrageous...</itunes:subtitle><itunes:summary><![CDATA[0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave 20:44 Proposed "Wealth Tax" 35:13 Inflation discussion: corporate and government reactions 52:30 Dealing with inflation as a capital allocator 58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://twitter.com/JTLonsdale/status/1453399478254379008" target="_blank" rel="noreferrer noopener">https://twitter.com/JTLonsdale/status/1453399478254379008</a> <a href="https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs" target="_blank" rel="noreferrer noopener"> https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs</a> <a href="https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield" target="_blank" rel="noreferrer noopener"> https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield</a> <a href="https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/GFDEGDQ188S</a> <a href="https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10" target="_blank" rel="noreferrer noopener"> https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10</a> <a href="https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion</a> <a href="https://finance.yahoo.com/quote/TOST/" target="_blank" rel="noreferrer noopener">https://finance.yahoo.com/quote/TOST/</a> <a href="https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976</a> <a href="https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6" target="_blank" rel="noreferrer noopener"> https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6</a> <a href="https://twitter.com/Jason/status/1450108244915937284" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4757</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand</title><link>https://www.spreaker.com/episode/e52-trump-s-spac-peak-venture-liquidity-tech-as-an-economic-ladder-dems-overplaying-their-hand--75246217</link><description><![CDATA[Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility 58:58 Democrats overplaying their hand, Netflix discourse, and more 1:17:41 Pig kidney biological innovation Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.tmtgcorp.com/press-releases/announcement-10-20-2021" target="_blank" rel="noreferrer noopener">https://www.tmtgcorp.com/press-releases/announcement-10-20-2021</a> <a href="https://www.tmtgcorp.com/company-overview" target="_blank" rel="noreferrer noopener">https://www.tmtgcorp.com/company-overview</a> <a href="https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html</a> <a href="https://twitter.com/scienceisstrat1/status/1450723760806379520" target="_blank" rel="noreferrer noopener">https://twitter.com/scienceisstrat1/status/1450723760806379520</a> <a href="https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801</a> <a href="https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf" target="_blank" rel="noreferrer noopener"> https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf</a> <a href="https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html</a> <a href="https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html</a> <a href="https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html" target="_blank" rel="noreferrer noopener"> https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html</a> <a href="https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358</a> <a href="https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity</a> <a href="https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html</a> <a href="https://pandaily.com/top-livestream-salesman-li-jiaqi-records-1-7-billion-in-sales-in-first-11-11-livestream-viya-follows" target="_blank" rel="noreferrer noopener"> https://pandaily.com/top-livestream-salesman-li-jiaqi-records-1-7-billion-in-sales-in-first-11-11-livestream-viya-follows</a>]]></description><guid isPermaLink="false">7558d773-41e9-42c1-8a00-cf26f7f9325e</guid><pubDate>Sat, 23 Oct 2021 03:10:11 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246217/allin_e52.mp3" length="83983630" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's global role: are we still in the...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility 58:58 Democrats overplaying their hand, Netflix discourse, and more 1:17:41 Pig kidney biological innovation Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.tmtgcorp.com/press-releases/announcement-10-20-2021" target="_blank" rel="noreferrer noopener">https://www.tmtgcorp.com/press-releases/announcement-10-20-2021</a> <a href="https://www.tmtgcorp.com/company-overview" target="_blank" rel="noreferrer noopener">https://www.tmtgcorp.com/company-overview</a> <a href="https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html</a> <a href="https://twitter.com/scienceisstrat1/status/1450723760806379520" target="_blank" rel="noreferrer noopener">https://twitter.com/scienceisstrat1/status/1450723760806379520</a> <a href="https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801</a> <a href="https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf" target="_blank" rel="noreferrer noopener"> https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf</a> <a href="https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html</a> <a href="https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html" target="_blank" rel="noreferrer noopener">https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html</a> <a href="https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html" target="_blank" rel="noreferrer noopener"> https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html</a> <a href="https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358</a> <a href="https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity</a> <a...]]></itunes:summary><itunes:duration>5249</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&amp;A</title><link>https://www.spreaker.com/episode/e51-supply-chain-shortages-inflation-desantis-ted-sarandos-netflix-memo-cancel-culture-fan-q-a--75246135</link><description><![CDATA[Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage,  34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Question 2   Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>   Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a>   Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>   Referenced in the show: <a href="https://www.statista.com/chart/24969/vehicles-taken-out-of-production-due-to-microchip-shortages" target="_blank" rel="noreferrer noopener"> Statista - The U.S. Car Models Most Impacted By The Microchip Shortage</a> <a href="https://twitter.com/zackkanter/status/1447376938805432321" target="_blank" rel="noreferrer noopener"> Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"</a> <a href="https://twitter.com/NaithanJones/status/1448989717756850179" target="_blank" rel="noreferrer noopener"> Naithan Jones on Twitter - NFTs</a> <a href="https://www.dailybreeze.com/2021/10/14/no-timetable-yet-for-port-of-las-24-7-operations-but-talks-ramping-up-officials-say/" target="_blank" rel="noreferrer noopener"> Daily Breeze - No start date for 24/7 operations at Port of LA</a> <a href="https://www.dailynews.com/2021/10/13/biden-to-announce-that-ports-of-la-long-beach-will-begin-24-hour-operation/" target="_blank" rel="noreferrer noopener"> LA Daily News - Port of LA to go to 24/7 operations, Biden announces</a> <a href="https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-announces-plans-to-build-first-chip-plant-in-Japan" target="_blank" rel="noreferrer noopener"> Nikkei Asia - TSMC announces plans to build first chip plant in Japan</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product</a> <a href="https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up/?sh=2a9866e82fe8" target="_blank" rel="noreferrer noopener"> Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy</a> <a href="https://twitter.com/DavidSacks/status/1447780027110617089" target="_blank" rel="noreferrer noopener"> David Sacks on Twitter - Desantis Dinner</a> <a href="https://variety.com/2021/film/news/ted-sarandos-dave-chappelle-defense-1235088647/" target="_blank" rel="noreferrer noopener"> Variety - Ted Sarandos Doubles Down</a> <a href="https://www.amazon.com/Light-Other-Days-Arthur-Clarke/dp/0312871996" target="_blank" rel="noreferrer noopener"> The Light of Other Days by Arthur C. Clarke</a> <a href="https://www.cftc.gov/PressRoom/PressReleases/8450-21" target="_blank" rel="noreferrer noopener">CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million</a> <a href="https://www.nbcnews.com/health/heart-health/adults-shouldnt-take-daily-aspirin-prevent-heart-attack-panel-says-rcna2869" target="_blank" rel="noreferrer noopener"> NBC -  Most adults shouldn't take daily aspirin</a> <a href="https://www.youtube.com/watch?v=626ZaH9ZuPs" target="_blank" rel="noreferrer noopener">Botched - Man Wins $100,000 Breast Implants Bet!</a>]]></description><guid isPermaLink="false">1a35027a-a8ea-4b52-b196-ed601b94eecd</guid><pubDate>Sat, 16 Oct 2021 03:08:25 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246135/allin_e51.mp3" length="90144277" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage,  34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Question 2   Follow the besties: ...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage,  34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Question 2   Follow the besties:  <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a>   Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a>   Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a>   Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>   Referenced in the show: <a href="https://www.statista.com/chart/24969/vehicles-taken-out-of-production-due-to-microchip-shortages" target="_blank" rel="noreferrer noopener"> Statista - The U.S. Car Models Most Impacted By The Microchip Shortage</a> <a href="https://twitter.com/zackkanter/status/1447376938805432321" target="_blank" rel="noreferrer noopener"> Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"</a> <a href="https://twitter.com/NaithanJones/status/1448989717756850179" target="_blank" rel="noreferrer noopener"> Naithan Jones on Twitter - NFTs</a> <a href="https://www.dailybreeze.com/2021/10/14/no-timetable-yet-for-port-of-las-24-7-operations-but-talks-ramping-up-officials-say/" target="_blank" rel="noreferrer noopener"> Daily Breeze - No start date for 24/7 operations at Port of LA</a> <a href="https://www.dailynews.com/2021/10/13/biden-to-announce-that-ports-of-la-long-beach-will-begin-24-hour-operation/" target="_blank" rel="noreferrer noopener"> LA Daily News - Port of LA to go to 24/7 operations, Biden announces</a> <a href="https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-announces-plans-to-build-first-chip-plant-in-Japan" target="_blank" rel="noreferrer noopener"> Nikkei Asia - TSMC announces plans to build first chip plant in Japan</a> <a href="https://fred.stlouisfed.org/series/GFDEGDQ188S" target="_blank" rel="noreferrer noopener">St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product</a> <a href="https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up/?sh=2a9866e82fe8" target="_blank" rel="noreferrer noopener"> Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy</a> <a href="https://twitter.com/DavidSacks/status/1447780027110617089" target="_blank" rel="noreferrer noopener"> David Sacks on Twitter - Desantis Dinner</a> <a href="https://variety.com/2021/film/news/ted-sarandos-dave-chappelle-defense-1235088647/" target="_blank" rel="noreferrer noopener"> Variety - Ted Sarandos Doubles Down</a> <a href="https://www.amazon.com/Light-Other-Days-Arthur-Clarke/dp/0312871996" target="_blank" rel="noreferrer noopener"> The Light of Other Days by Arthur C. Clarke</a> <a href="https://www.cftc.gov/PressRoom/PressReleases/8450-21" target="_blank" rel="noreferrer noopener">CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million</a> <a href="https://www.nbcnews.com/health/heart-health/adults-shouldnt-take-daily-aspirin-prevent-heart-attack-panel-says-rcna2869" target="_blank" rel="noreferrer noopener"> NBC -  Most adults...]]></itunes:summary><itunes:duration>5605</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special &amp; more</title><link>https://www.spreaker.com/episode/e50-crypto-investing-deep-dive-facebook-s-whistleblower-fallout-chappelle-s-new-special-more--75246098</link><description><![CDATA[Show Notes: 0:00 Mercury is in retrograde &amp; impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, institutional money in crypto 40:59 Facebook whistleblower, potential ramifications &amp; regulation 57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s 1:02:34 Is decentralization a solution for social media? 1:09:09 Chappelle's controversial new special, All-In summit &amp; more Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://coinmarketcap.com" target="_blank" rel="noreferrer noopener">https://coinmarketcap.com</a> <a href="https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo" target="_blank" rel="noreferrer noopener"> https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo</a> <a href="https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/</a> <a href="https://www.bitwiseinvestments.com" target="_blank" rel="noreferrer noopener">https://www.bitwiseinvestments.com</a> <a href="https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether</a> <a href="https://twitter.com/KariyaKanav/status/1446207805220917252" target="_blank" rel="noreferrer noopener">https://twitter.com/KariyaKanav/status/1446207805220917252</a> <a href="https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/" target="_blank" rel="noreferrer noopener"> https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/</a> <a href="https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/</a> <a href="https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/</a> <a href="https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/" target="_blank" rel="noreferrer noopener">https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/</a> <a href="https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581" target="_blank" rel="noreferrer noopener"> https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581</a> <a href="https://www.netflix.com/title/81228510" target="_blank" rel="noreferrer noopener">https://www.netflix.com/title/81228510</a> <a href="https://twitter.com/DavidSacks/status/1446245636563619840" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1446245636563619840</a> <a href="https://twitter.com/DavidSacks/status/144624654499108864" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/144624654499108864</a>]]></description><guid isPermaLink="false">bc6ef6f7-2090-4d6f-ac28-74510f23bea5</guid><pubDate>Sat, 09 Oct 2021 03:21:32 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246098/allin_e50.mp3" length="79857981" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Mercury is in retrograde &amp;amp; impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, institutional money in crypto 40:59 Facebook...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Mercury is in retrograde &amp; impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, institutional money in crypto 40:59 Facebook whistleblower, potential ramifications &amp; regulation 57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s 1:02:34 Is decentralization a solution for social media? 1:09:09 Chappelle's controversial new special, All-In summit &amp; more Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://coinmarketcap.com" target="_blank" rel="noreferrer noopener">https://coinmarketcap.com</a> <a href="https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo" target="_blank" rel="noreferrer noopener"> https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo</a> <a href="https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/" target="_blank" rel="noreferrer noopener"> https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/</a> <a href="https://www.bitwiseinvestments.com" target="_blank" rel="noreferrer noopener">https://www.bitwiseinvestments.com</a> <a href="https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether</a> <a href="https://twitter.com/KariyaKanav/status/1446207805220917252" target="_blank" rel="noreferrer noopener">https://twitter.com/KariyaKanav/status/1446207805220917252</a> <a href="https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/" target="_blank" rel="noreferrer noopener"> https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/</a> <a href="https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/</a> <a href="https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/</a> <a href="https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/" target="_blank" rel="noreferrer noopener">https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/</a> <a...]]></itunes:summary><itunes:duration>4991</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform &amp; more</title><link>https://www.spreaker.com/episode/e49-coinbase-ceo-reflects-on-controversial-blog-state-of-the-markets-1000-unicorns-tax-reform-more--75246210</link><description><![CDATA[Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill 45:51 Golden Age of VC, 1000 unicorns &amp; the impact on private/public markets 57:45 Corporate tax reform, Roth IRAs &amp; the "Peter Thiel Provision" 1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm 1:23:51 All-In summit planning Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804</a> <a href="https://twitter.com/brian_armstrong/status/1443727729476530178" target="_blank" rel="noreferrer noopener">https://twitter.com/brian_armstrong/status/1443727729476530178</a> <a href="https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance" target="_blank" rel="noreferrer noopener"> https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance</a> <a href="https://twitter.com/DavidSacks/status/1443846265582735362" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1443846265582735362</a> <a href="https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/</a> <a href="https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/" target="_blank" rel="noreferrer noopener"> https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/</a> <a href="https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html</a> <a href="https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802</a> <a href="https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/" target="_blank" rel="noreferrer noopener"> https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/</a> <a href="https://siblisresearch.com/data/us-stock-market-value/" target="_blank" rel="noreferrer noopener">https://siblisresearch.com/data/us-stock-market-value/</a> <a href="https://www.marketwatch.com/story/the-number-of-companies-publicly-traded-in-the-us-is-shrinkingor-is-it-2020-10-30" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/the-number-of-companies-publicly-traded-in-the-us-is-shrinkingor-is-it-2020-10-30</a> <a href="https://www.cnbc.com/2021/09/17/house-tax-bill-would-likely-force-peter-thiel-to-pull-5-billion-from-his-ira.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/09/17/house-tax-bill-would-likely-force-peter-thiel-to-pull-5-billion-from-his-ira.html</a>]]></description><guid isPermaLink="false">db0cba0f-93a1-4f79-a10a-f58e4d1b4f9d</guid><pubDate>Sat, 02 Oct 2021 02:49:39 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246210/allin_e49.mp3" length="85437945" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill 45:51 Golden Age of VC,...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill 45:51 Golden Age of VC, 1000 unicorns &amp; the impact on private/public markets 57:45 Corporate tax reform, Roth IRAs &amp; the "Peter Thiel Provision" 1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm 1:23:51 All-In summit planning Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804</a> <a href="https://twitter.com/brian_armstrong/status/1443727729476530178" target="_blank" rel="noreferrer noopener">https://twitter.com/brian_armstrong/status/1443727729476530178</a> <a href="https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance" target="_blank" rel="noreferrer noopener"> https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance</a> <a href="https://twitter.com/DavidSacks/status/1443846265582735362" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1443846265582735362</a> <a href="https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/" target="_blank" rel="noreferrer noopener"> https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/</a> <a href="https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/" target="_blank" rel="noreferrer noopener"> https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/</a> <a href="https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html</a> <a href="https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802</a> <a href="https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/" target="_blank" rel="noreferrer noopener"> https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/</a> <a href="https://siblisresearch.com/data/us-stock-market-value/" target="_blank" rel="noreferrer noopener">https://siblisresearch.com/data/us-stock-market-value/</a> <a...]]></itunes:summary><itunes:duration>5340</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E48: The role of decentralization, China/US break down &amp; more with Bestie Guestie Balaji Srinivasan</title><link>https://www.spreaker.com/episode/e48-the-role-of-decentralization-china-us-break-down-more-with-bestie-guestie-balaji-srinivasan--75245959</link><description><![CDATA[Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook 39:43 Chances of a revolution in China, predictions for the next 1-2 decades 48:37 Decentralized citizen journalism, the end of corporate journalism 58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media 1:18:43 How decentralized media platforms would work mechanically Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/balajis" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288</a> <a href="https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725</a> <a href="https://www.readingthechinadream.com/" target="_blank" rel="noreferrer noopener">https://www.readingthechinadream.com/</a> <a href="https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations" target="_blank" rel="noreferrer noopener"> https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations</a> <a href="https://www.amazon.com/End-History-Last-Man/dp/0743284550" target="_blank" rel="noreferrer noopener">https://www.amazon.com/End-History-Last-Man/dp/0743284550</a> <a href="https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&amp;revisionId=&amp;format=4&amp;depth=1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&amp;revisionId=&amp;format=4&amp;depth=1</a> <a href="https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307</a> <a href="https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/</a> <a href="https://twitter.com/balajis/status/1386288771872673793?lang=en" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis/status/1386288771872673793?lang=en</a> <a href="https://twitter.com/VitalikButerin/status/1386024429629558784?s=20" target="_blank" rel="noreferrer noopener"> https://twitter.com/VitalikButerin/status/1386024429629558784?s=20</a> <a href="https://www.amazon.com/Truth-Machine-Blockchain-Future-Everything/dp/1250114578" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Truth-Machine-Blockchain-Future-Everything/dp/1250114578</a> <a href="https://www.youtube.com/watch?v=JOWRembdPS8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=JOWRembdPS8</a> <a href="https://www.washingtonpost.com/politics/2021/09/23/facebook-testify-kids-safety-lawmakers-probe-whistleblowers-revelations/" target="_blank" rel="noreferrer noopener"> https://www.washingtonpost.com/politics/2021/09/23/facebook-testify-kids-safety-lawmakers-probe-whistleblowers-revelations/</a> <a href="https://www.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement" target="_blank" rel="noreferrer noopener"> https://www.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement</a> <a href="https://www.politico.com/news/2021/09/21/facebook-paid-billions-extra-to-the-ftc-to-spare-zuckerberg-in-data-suit-shareholders-allege-513456" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2021/09/21/facebook-paid-billions-extra-to-the-ftc-to-spare-zuckerberg-in-data-suit-shareholders-allege-513456</a> <a href="https://www.sec.gov/news/press-release/2021-177" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2021-177</a> <a href="https://www.wsj.com/articles/voters-want-to-curb-the-influence-of-big-tech-companies-new-poll-shows-11632405601?st=qnnf9nvvwigp" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/voters-want-to-curb-the-influence-of-big-tech-companies-new-poll-shows-11632405601?st=qnnf9nvvwigp</a> <a href="https://medium.com/craft-ventures/masks-should-be-the-law-3f53f08709cc" target="_blank" rel="noreferrer noopener"> https://medium.com/craft-ventures/masks-should-be-the-law-3f53f08709cc</a> <a href="https://www.politico.com/story/2017/11/01/social-media-ads-russia-wanted-americans-to-see-244423" target="_blank" rel="noreferrer noopener"> https://www.politico.com/story/2017/11/01/social-media-ads-russia-wanted-americans-to-see-244423</a> <a href="https://balajis.com/yes-you-may-need-a-blockchain/" target="_blank" rel="noreferrer noopener">https://balajis.com/yes-you-may-need-a-blockchain/</a>]]></description><guid isPermaLink="false">1d50494a-2f6f-4ca3-b86f-3547e332f490</guid><pubDate>Sat, 25 Sep 2021 01:59:15 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245959/allin_e48.mp3" length="85158323" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 China declares crypto transactions illegal, comparing...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook 39:43 Chances of a revolution in China, predictions for the next 1-2 decades 48:37 Decentralized citizen journalism, the end of corporate journalism 58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media 1:18:43 How decentralized media platforms would work mechanically Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/balajis" target="_blank" rel="noreferrer noopener">https://twitter.com/balajis</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://www.wsj.com/articles/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288</a> <a href="https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725</a> <a href="https://www.readingthechinadream.com/" target="_blank" rel="noreferrer noopener">https://www.readingthechinadream.com/</a> <a href="https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations" target="_blank" rel="noreferrer noopener"> https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations</a> <a href="https://www.amazon.com/End-History-Last-Man/dp/0743284550" target="_blank" rel="noreferrer noopener">https://www.amazon.com/End-History-Last-Man/dp/0743284550</a> <a href="https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&amp;revisionId=&amp;format=4&amp;depth=1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&amp;revisionId=&amp;format=4&amp;depth=1</a> <a href="https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307</a> <a href="https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/" target="_blank" rel="noreferrer noopener"> https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/</a> <a href="https://twitter.com/balajis/status/1386288771872673793?lang=en" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5323</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds &amp; more</title><link>https://www.spreaker.com/episode/e47-facebook-s-week-from-hell-ellen-pao-on-sexism-in-elizabeth-holmes-coverage-newsom-s-win-frauds-more--75246144</link><description><![CDATA[Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wrong 33:59 Facebook's week from hell, Instagram's harmful impact on teen girls 42:42 How to properly regulate social media's impact on certain groups 1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike 1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds 1:25:54 Mailchimp sells for $12B, employees got no equity 1:29:43 AOC at the Met Gala Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Links: <a href="https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk" target="_blank" rel="noreferrer noopener"> https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk</a> <a href="https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988</a> <a href="https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739</a> <a href="https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement" target="_blank" rel="noreferrer noopener"> https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement</a> <a href="https://twitter.com/DavidSacks/status/1438597853320908811" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1438597853320908811</a> <a href="https://www.kff.org/wp-content/uploads/2020/08/Slide1.png" target="_blank" rel="noreferrer noopener">https://www.kff.org/wp-content/uploads/2020/08/Slide1.png</a> <a href="https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze</a> <a href="https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf" target="_blank" rel="noreferrer noopener"> https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf</a> <a href="https://www.sec.gov/news/press-release/2021-176" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2021-176</a> <a href="https://www.sec.gov/news/press-release/2021-164" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2021-164</a> <a href="https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal" target="_blank" rel="noreferrer noopener"> https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal</a> <a href="https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/" target="_blank" rel="noreferrer noopener"> https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/</a> <a href="https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx" target="_blank" rel="noreferrer noopener"> https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx</a> <a href="https://twitter.com/stoolpresidente/status/1437585404010582016" target="_blank" rel="noreferrer noopener">https://twitter.com/stoolpresidente/status/1437585404010582016</a> <a href="https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual" target="_blank" rel="noreferrer noopener"> https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual</a> <a href="https://www.bestiesapparel.com/" target="_blank" rel="noreferrer noopener">https://www.bestiesapparel.com/</a>]]></description><guid isPermaLink="false">870c8caa-2c33-441f-b937-cceeeeaa584f</guid><pubDate>Sat, 18 Sep 2021 04:46:21 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246144/allin_e47.mp3" length="91671571" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wrong 33:59 Facebook's week from hell, Instagram's...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wrong 33:59 Facebook's week from hell, Instagram's harmful impact on teen girls 42:42 How to properly regulate social media's impact on certain groups 1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike 1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds 1:25:54 Mailchimp sells for $12B, employees got no equity 1:29:43 AOC at the Met Gala Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Links: <a href="https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk" target="_blank" rel="noreferrer noopener"> https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk</a> <a href="https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988</a> <a href="https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739</a> <a href="https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement" target="_blank" rel="noreferrer noopener"> https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement</a> <a href="https://twitter.com/DavidSacks/status/1438597853320908811" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1438597853320908811</a> <a href="https://www.kff.org/wp-content/uploads/2020/08/Slide1.png" target="_blank" rel="noreferrer noopener">https://www.kff.org/wp-content/uploads/2020/08/Slide1.png</a> <a href="https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze</a> <a href="https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf" target="_blank" rel="noreferrer noopener"> https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf</a> <a href="https://www.sec.gov/news/press-release/2021-176" target="_blank" rel="noreferrer noopener">https://www.sec.gov/news/press-release/2021-176</a> <a href="https://www.sec.gov/news/press-release/2021-164" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5730</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues &amp; more | LIVE from TPB Symposium!</title><link>https://www.spreaker.com/episode/e46-false-ivermectin-narratives-regulatory-grift-wartime-mentality-in-solving-issues-more-live-from-tpb-symposium--75246236</link><description><![CDATA[Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow &amp; more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing 25:36 The threat of regulatory capture 34:18 Benefits of the "wartime mentality" when solving major issues 45:30 CCP looking to break up Alipay, what this means for US/China relations 49:11 Audience Q&amp;A! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/" target="_blank" rel="noreferrer noopener"> https://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/</a> <a href="https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/" target="_blank" rel="noreferrer noopener"> https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/</a> <a href="https://twitter.com/RollingStone/status/1433922442850930696" target="_blank" rel="noreferrer noopener">https://twitter.com/RollingStone/status/1433922442850930696</a> <a href="https://twitter.com/maddow/status/1433521336282976256" target="_blank" rel="noreferrer noopener">https://twitter.com/maddow/status/1433521336282976256</a> <a href="https://twitter.com/ggreenwald/status/1434854957614780424" target="_blank" rel="noreferrer noopener">https://twitter.com/ggreenwald/status/1434854957614780424</a> <a href="https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353</a> <a href="https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79</a> <a href="https://sacks.substack.com/p/your-startup-is-a-movement" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/your-startup-is-a-movement</a> <a href="https://twitter.com/DavidSacks/status/1426986193271640065" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1426986193271640065</a>]]></description><guid isPermaLink="false">2446b679-66df-40d3-b836-fdfd50c62d48</guid><pubDate>Tue, 14 Sep 2021 10:29:10 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246236/allin_e46.mp3" length="70062543" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow &amp;amp; more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing 25:36 The threat of regulatory...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow &amp; more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing 25:36 The threat of regulatory capture 34:18 Benefits of the "wartime mentality" when solving major issues 45:30 CCP looking to break up Alipay, what this means for US/China relations 49:11 Audience Q&amp;A! Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href="https://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/" target="_blank" rel="noreferrer noopener"> https://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/</a> <a href="https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/" target="_blank" rel="noreferrer noopener"> https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/</a> <a href="https://twitter.com/RollingStone/status/1433922442850930696" target="_blank" rel="noreferrer noopener">https://twitter.com/RollingStone/status/1433922442850930696</a> <a href="https://twitter.com/maddow/status/1433521336282976256" target="_blank" rel="noreferrer noopener">https://twitter.com/maddow/status/1433521336282976256</a> <a href="https://twitter.com/ggreenwald/status/1434854957614780424" target="_blank" rel="noreferrer noopener">https://twitter.com/ggreenwald/status/1434854957614780424</a> <a href="https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353</a> <a href="https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79</a> <a href="https://sacks.substack.com/p/your-startup-is-a-movement" target="_blank" rel="noreferrer noopener">https://sacks.substack.com/p/your-startup-is-a-movement</a> <a href="https://twitter.com/DavidSacks/status/1426986193271640065" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1426986193271640065</a>]]></itunes:summary><itunes:duration>4379</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E45: Theranos &amp; VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan</title><link>https://www.spreaker.com/episode/e45-theranos-vc-fraud-risks-china-bans-video-games-texas-sb8-apple-app-store-ca-fires-rogan--75246033</link><description><![CDATA[Show Notes:<br /> 00:00 Besties recap, it's Chamath's Birthday, Callin app<br /> 08:58 What should protocol be for conferences &amp; live events?<br /> 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial &amp; implications for fraud in VC<br /> 31:28 China's video game ban, is it a good move?<br /> 39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion<br /> 55:09 Apple alters their payment policies<br /> 1:03:06 Fires continue in CA, $1T of homes can't be insured &amp; the impacts on real estate values<br /> 1:12:48 Joe Rogan &amp; the narratives woven by the media &amp; consumers Download Callin: <a href="https://www.callin.com" target="_blank" rel="noreferrer noopener">https://www.callin.com</a> Follow the besties:<br /> <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a><br /> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a><br /> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a><br />  <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod:<br /> <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a><br />  <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit:<br /> <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a><br /> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit:<br /> <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show:<br /> Elizabeth Holmes Trial<br /> <a href="https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html</a> China Bans Video Games<br /> <a href="https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/</a> Texas SB8<br /> <a href="https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/" target="_blank" rel="noreferrer noopener"> https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/</a> Apple Modifies App Store Developer Payment Policy<br /> <a href="https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101</a> Joe Rogan Covid<br /> <a href="https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html</a> #allin #tech #news]]></description><guid isPermaLink="false">a463eea3-217d-49ea-bc13-594cd84c0961</guid><pubDate>Sat, 04 Sep 2021 04:27:25 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246033/allin_e045_ver_2.mp3" length="81768269" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes:
 00:00 Besties recap, it's Chamath's Birthday, Callin app
 08:58 What should protocol be for conferences &amp;amp; live events?
 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial &amp;amp; implications for fraud in VC
 31:28...</itunes:subtitle><itunes:summary><![CDATA[Show Notes:<br /> 00:00 Besties recap, it's Chamath's Birthday, Callin app<br /> 08:58 What should protocol be for conferences &amp; live events?<br /> 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial &amp; implications for fraud in VC<br /> 31:28 China's video game ban, is it a good move?<br /> 39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion<br /> 55:09 Apple alters their payment policies<br /> 1:03:06 Fires continue in CA, $1T of homes can't be insured &amp; the impacts on real estate values<br /> 1:12:48 Joe Rogan &amp; the narratives woven by the media &amp; consumers Download Callin: <a href="https://www.callin.com" target="_blank" rel="noreferrer noopener">https://www.callin.com</a> Follow the besties:<br /> <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a><br /> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a><br /> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a><br />  <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod:<br /> <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a><br />  <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit:<br /> <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a><br /> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit:<br /> <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show:<br /> Elizabeth Holmes Trial<br /> <a href="https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html</a> China Bans Video Games<br /> <a href="https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/</a> Texas SB8<br /> <a href="https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/" target="_blank" rel="noreferrer noopener"> https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/</a> Apple Modifies App Store Developer Payment Policy<br /> <a href="https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101</a> Joe Rogan Covid<br /> <a href="https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html</a> #allin #tech #news]]></itunes:summary><itunes:duration>5040</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episode>45</itunes:episode><itunes:episodeType>full</itunes:episodeType></item><item><title>E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!</title><link>https://www.spreaker.com/episode/e44-usa-s-afghanistan-embarrassment-china-s-new-algo-laws-future-of-robots-italy-recap--75245984</link><description><![CDATA[Show Notes: 0:00 Intro &amp; Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs &amp; algos 1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency 1:14:24 Boston Dynamics &amp; TeslaBot, Bezos embarrasses himself with lawsuits 1:34:49 Post-credits scene Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></description><guid isPermaLink="false">bc8bc387-cdfc-4c34-aa8f-1b1d12594741</guid><pubDate>Sat, 28 Aug 2021 02:53:35 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245984/allin_e44.mp3" length="92251087" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Intro &amp;amp; Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs &amp;amp; algos 1:00:27 Rent moratorium ends, Prop 22 ruled...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Intro &amp; Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs &amp; algos 1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency 1:14:24 Boston Dynamics &amp; TeslaBot, Bezos embarrasses himself with lawsuits 1:34:49 Post-credits scene Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a>]]></itunes:summary><itunes:duration>5766</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech &amp; more</title><link>https://www.spreaker.com/episode/e43-innovative-venture-strategies-zymergen-s-implosion-square-acquires-afterpay-future-of-fintech-more--75246239</link><description><![CDATA[Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund &amp; more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds 43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising 59:12 Chamath &amp; Jason share Theranos stories, Jason calling out frauds 1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power 1:28:05 New Yung Spielburg banger: "Friedberg Index" Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: CNBC - Early Google exec got Larry Page's backing to build a start-up factory focused on saving the planet <a href="https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html</a> Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces <a href="https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17" target="_blank" rel="noreferrer noopener"> https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17</a> CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be 'immaterial' in 2022, removing CEO <a href="https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html</a> Zymergen - Zymergen Provides Business Update <a href="https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html" target="_blank" rel="noreferrer noopener"> https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html</a> Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors <a href="https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29</a> CNBC - Square to buy Australia's Afterpay in $29 billion deal as 'buy now, pay later' trend takes off <a href="https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html</a>]]></description><guid isPermaLink="false">1de2ff1b-b2b4-4b28-9734-6fec1e6cc486</guid><pubDate>Fri, 06 Aug 2021 04:15:59 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246239/allin_e043.mp3" length="87527729" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund &amp;amp; more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's implosion: role of diligence, how to make deep...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund &amp; more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds 43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising 59:12 Chamath &amp; Jason share Theranos stories, Jason calling out frauds 1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power 1:28:05 New Yung Spielburg banger: "Friedberg Index" Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: CNBC - Early Google exec got Larry Page's backing to build a start-up factory focused on saving the planet <a href="https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html</a> Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces <a href="https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17" target="_blank" rel="noreferrer noopener"> https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17</a> CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be 'immaterial' in 2022, removing CEO <a href="https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html</a> Zymergen - Zymergen Provides Business Update <a href="https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html" target="_blank" rel="noreferrer noopener"> https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html</a> Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors <a href="https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29</a> CNBC - Square to buy Australia's Afterpay in $29 billion deal as 'buy now, pay later' trend takes off <a href="https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html</a>]]></itunes:summary><itunes:duration>5471</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions &amp; more</title><link>https://www.spreaker.com/episode/e42-china-s-tech-crackdown-crispr-breakthrough-practical-climate-change-solutions-more--75245969</link><description><![CDATA[Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, &amp; more 37:37 How will large firms &amp; institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies 41:25 CRISPR breakthrough, future possibilities 50:18 Taking the right approach to climate change with respect to population growth &amp; consumption, carbon markets, practical solutions 1:06:03 Quentin Tarantino's approach &amp; impact on Sacks, Chamath's poker story Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams <a href="https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html</a> WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers <a href="https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628</a> AP - Biden orders tough new vaccination rules for federal workers <a href="https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad</a> Bloomberg - NYC's Top Dining Rooms Will Start Requiring Proof of Vaccination <a href="https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining</a> NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test <a href="https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/" target="_blank" rel="noreferrer noopener"> https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/</a> WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck <a href="https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403</a> WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security <a href="https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000</a> Reuters - ByteDance founder tells staff he's shifting away from CEO's daily work -sources <a href="https://www.reuters.com/business/tiktok-owner-bytedances-2020-revenue-soars-net-loss-45-bln-memo-2021-06-17" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/tiktok-owner-bytedances-2020-revenue-soars-net-loss-45-bln-memo-2021-06-17</a> Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO <a href="https://www.bloomberg.com/news/articles/2021-07-22/china-is-said-to-weigh-unprecedented-penalty-for-didi-after-ipo?srnd=cybersecurity" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-07-22/china-is-said-to-weigh-unprecedented-penalty-for-didi-after-ipo?srnd=cybersecurity</a> Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown <a href="https://seekingalpha.com/news/3719027-softbanks-didi-stake-loses-4b-in-value-amid-regulatory-crackdown" target="_blank" rel="noreferrer noopener"> https://seekingalpha.com/news/3719027-softbanks-didi-stake-loses-4b-in-value-amid-regulatory-crackdown</a> Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble <a href="https://www.bloomberg.com/news/articles/2021-07-26/chinese-education-tycoon-loses-15-billion-as-shares-plunge-98" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-07-26/chinese-education-tycoon-loses-15-billion-as-shares-plunge-98</a> Bloomberg - China to Overhaul Education Sector 'Hijacked by Capital' <a href="https://www.bloomberg.com/news/articles/2021-07-25/china-to-overhaul-private-education-sector-hijacked-by-capital" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-07-25/china-to-overhaul-private-education-sector-hijacked-by-capital</a> BBC - Tencent shares slide after Beijing crackdown on music rights <a href="https://www.bbc.com/news/business-57966023" target="_blank" rel="noreferrer noopener">https://www.bbc.com/news/business-57966023</a> NPR - He Inherited A Devastating Disease. A CRISPR Gene-Editing Breakthrough Stopped It <a href="https://www.npr.org/sections/health-shots/2021/06/26/1009817539/he-inherited-a-devastating-disease-a-crispr-gene-editing-breakthrough-stopped-it" target="_blank" rel="noreferrer noopener"> https://www.npr.org/sections/health-shots/2021/06/26/1009817539/he-inherited-a-devastating-disease-a-crispr-gene-editing-breakthrough-stopped-it</a> Science Magazine - CRISPR creates first genetically modified marsupials <a href="https://www.sciencemag.org/news/2021/07/crispr-creates-first-genetically-modified-marsupials" target="_blank" rel="noreferrer noopener"> https://www.sciencemag.org/news/2021/07/crispr-creates-first-genetically-modified-marsupials</a>]]></description><guid isPermaLink="false">e0ab7a79-3727-4e00-9733-6329263d4916</guid><pubDate>Fri, 30 Jul 2021 03:50:48 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245969/allin_e042.mp3" length="74374948" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, &amp;amp; more 37:37 How will large firms &amp;amp; institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, &amp; more 37:37 How will large firms &amp; institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies 41:25 CRISPR breakthrough, future possibilities 50:18 Taking the right approach to climate change with respect to population growth &amp; consumption, carbon markets, practical solutions 1:06:03 Quentin Tarantino's approach &amp; impact on Sacks, Chamath's poker story Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams <a href="https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html</a> WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers <a href="https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628</a> AP - Biden orders tough new vaccination rules for federal workers <a href="https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad" target="_blank" rel="noreferrer noopener"> https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad</a> Bloomberg - NYC's Top Dining Rooms Will Start Requiring Proof of Vaccination <a href="https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining</a> NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test <a href="https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/" target="_blank" rel="noreferrer noopener"> https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/</a> WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck <a href="https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403</a> WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security <a href="https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>4649</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity &amp; more</title><link>https://www.spreaker.com/episode/e41-vaccine-policy-big-tech-deepmind-s-latest-breakthrough-wealth-creation-opportunity-more--75245879</link><description><![CDATA[Show Notes: 0:00 Intro &amp; Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France 45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements 59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon &amp; Bezos as capital allocators 1:10:46 Modern online pessimist psychology &amp; how to fix it 1:21:32 Besties give their tech industry takeaways Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: NYT - In France, angry protests, rising infections and record vaccinations. <a href="https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html</a> NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks <a href="https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html</a> CNBC - Biden on Facebook: 'They're killing people' with vaccine misinformation <a href="https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html</a> Fortune - In giant leap for biology, DeepMind's A.I. reveals secret building blocks of human life <a href="https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/" target="_blank" rel="noreferrer noopener"> https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/</a> The Wizard of Menlo Park - Randall E. Stross <a href="https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633</a> Tweets: <a href="https://twitter.com/OliviaGoldhill/status/1417446281685966853" target="_blank" rel="noreferrer noopener">https://twitter.com/OliviaGoldhill/status/1417446281685966853</a> <a href="https://twitter.com/DavidSacks/status/1416879494283993088" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1416879494283993088</a> <a href="https://twitter.com/ACLU/status/1417632367200673794" target="_blank" rel="noreferrer noopener">https://twitter.com/ACLU/status/1417632367200673794</a>]]></description><guid isPermaLink="false">ea36f656-b31d-483b-b918-1385061b9260</guid><pubDate>Fri, 23 Jul 2021 01:50:39 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245879/allin_e041.mp3" length="92020466" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Intro &amp;amp; Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France 45:39 Friedberg's science corner: DeepMind's...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Intro &amp; Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France 45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements 59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon &amp; Bezos as capital allocators 1:10:46 Modern online pessimist psychology &amp; how to fix it 1:21:32 Besties give their tech industry takeaways Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: NYT - In France, angry protests, rising infections and record vaccinations. <a href="https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html</a> NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks <a href="https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html</a> CNBC - Biden on Facebook: 'They're killing people' with vaccine misinformation <a href="https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html</a> Fortune - In giant leap for biology, DeepMind's A.I. reveals secret building blocks of human life <a href="https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/" target="_blank" rel="noreferrer noopener"> https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/</a> The Wizard of Menlo Park - Randall E. Stross <a href="https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633</a> Tweets: <a href="https://twitter.com/OliviaGoldhill/status/1417446281685966853" target="_blank" rel="noreferrer noopener">https://twitter.com/OliviaGoldhill/status/1417446281685966853</a> <a href="https://twitter.com/DavidSacks/status/1416879494283993088" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1416879494283993088</a> <a href="https://twitter.com/ACLU/status/1417632367200673794" target="_blank" rel="noreferrer noopener">https://twitter.com/ACLU/status/1417632367200673794</a>]]></itunes:summary><itunes:duration>5752</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race &amp; more</title><link>https://www.spreaker.com/episode/e40-a-bestie-gets-covid-delta-breakthrough-billionaire-space-race-more--75246088</link><description><![CDATA[Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will people self-isolate even without government shutdowns? 40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators 47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband 1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021 Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: WSJ Opinion - What Drives GOP Resistance to Vaccines? <a href="https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392</a> NYT - Some Republican Leaders Speak Up for Vaccines <a href="https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates</a> Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits <a href="https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/</a> Study Finds - Over 200 COVID 'long hauler' symptoms identified, many lasting longer than 6 months <a href="https://www.studyfinds.org/200-covid-long-hauler-symptoms/" target="_blank" rel="noreferrer noopener">https://www.studyfinds.org/200-covid-long-hauler-symptoms/</a> CNN Opinion - Richard Branson's disappointing space jaunt <a href="https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html</a> Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes <a href="https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes" target="_blank" rel="noreferrer noopener"> https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes</a> Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel <a href="https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel</a> CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid <a href="https://www.cnbc.com/2021/01/25/investing-in-space-companies-hits-record-8point9-billion-in-2020-report.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/01/25/investing-in-space-companies-hits-record-8point9-billion-in-2020-report.html</a> Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far <a href="https://www.bloomberg.com/news/articles/2021-07-08/melvin-can-t-shake-reddit-attack-with-46-loss-in-first-half" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-07-08/melvin-can-t-shake-reddit-attack-with-46-loss-in-first-half</a> Books: Andy Weir - Project Hail Mary <a href="https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202" target="_blank" rel="noreferrer noopener">https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202</a> Jeremy England - Every Life Is on Fire <a href="https://www.amazon.com/Every-Life-Fire-Thermodynamics-Explains/dp/1541699017" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Every-Life-Fire-Thermodynamics-Explains/dp/1541699017</a> Tweets: <a href="https://twitter.com/ScottAdamsSays/status/1415287991954640901" target="_blank" rel="noreferrer noopener">https://twitter.com/ScottAdamsSays/status/1415287991954640901</a> <a href="https://twitter.com/micsolana/status/1415122089720254467" target="_blank" rel="noreferrer noopener">https://twitter.com/micsolana/status/1415122089720254467</a> <a href="https://twitter.com/elonmusk/status/1414157827145404419" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1414157827145404419</a> <a href="https://twitter.com/blueorigin/status/1413521627116032001" target="_blank" rel="noreferrer noopener">https://twitter.com/blueorigin/status/1413521627116032001</a> <a href="https://twitter.com/elonmusk/status/1386825367948644352" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1386825367948644352</a>]]></description><guid isPermaLink="false">c6d6e2e0-3f9a-44b0-84e2-e320fa1adbb5</guid><pubDate>Fri, 16 Jul 2021 02:30:25 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246088/allin_e040.mp3" length="75620734" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will people self-isolate even without government...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will people self-isolate even without government shutdowns? 40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators 47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband 1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021 Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: WSJ Opinion - What Drives GOP Resistance to Vaccines? <a href="https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392</a> NYT - Some Republican Leaders Speak Up for Vaccines <a href="https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates</a> Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits <a href="https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/</a> Study Finds - Over 200 COVID 'long hauler' symptoms identified, many lasting longer than 6 months <a href="https://www.studyfinds.org/200-covid-long-hauler-symptoms/" target="_blank" rel="noreferrer noopener">https://www.studyfinds.org/200-covid-long-hauler-symptoms/</a> CNN Opinion - Richard Branson's disappointing space jaunt <a href="https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html</a> Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes <a href="https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes" target="_blank" rel="noreferrer noopener"> https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes</a> Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel <a href="https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel" target="_blank" rel="noreferrer noopener"> https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel</a> CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid <a...]]></itunes:summary><itunes:duration>4727</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E39: West coast super drought &amp; climate crisis, Nuclear virtue signaling, chaos in SF &amp; more</title><link>https://www.spreaker.com/episode/e39-west-coast-super-drought-climate-crisis-nuclear-virtue-signaling-chaos-in-sf-more--75246097</link><description><![CDATA[Show Notes: 0:00 Super drought &amp; climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48 San Francisco chaos, "crime is down" controversy, viral crime videos 59:42 Are Israel's recent COVID vaccine findings problematic? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: Nuclear energy timeline <a href="https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing" target="_blank" rel="noreferrer noopener"> https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing</a> The Grid: The Fraying Wires Between Americans and Our Energy Future <a href="https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ</a> MarketWatch - Target shortens hours in San Francisco due to 'alarming rise' in shoplifting <a href="https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560</a> Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness <a href="https://www.gov.il/en/departments/news/05072021-03" target="_blank" rel="noreferrer noopener">https://www.gov.il/en/departments/news/05072021-03</a> Tweets: <a href="https://twitter.com/friedberg/status/1413044148735672322" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1413044148735672322</a> <a href="https://twitter.com/michelletandler/status/1411362359734542343" target="_blank" rel="noreferrer noopener">https://twitter.com/michelletandler/status/1411362359734542343</a> <a href="https://twitter.com/michelletandler/status/1411943649231851522" target="_blank" rel="noreferrer noopener">https://twitter.com/michelletandler/status/1411943649231851522</a> <a href="https://twitter.com/cyantist/status/1412478525014085632" target="_blank" rel="noreferrer noopener">https://twitter.com/cyantist/status/1412478525014085632</a> <a href="https://twitter.com/briansugar/status/1412507632267534340" target="_blank" rel="noreferrer noopener">https://twitter.com/briansugar/status/1412507632267534340</a> <a href="https://twitter.com/activeasian/status/1412252070829182976" target="_blank" rel="noreferrer noopener">https://twitter.com/activeasian/status/1412252070829182976</a> <a href="https://twitter.com/DavidSacks/status/1412160046046203909" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1412160046046203909</a> <a href="https://twitter.com/DavidSacks/status/1412163715676327950" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1412163715676327950</a> <a href="https://twitter.com/ThomasSowell/status/1412858750747217922" target="_blank" rel="noreferrer noopener">https://twitter.com/ThomasSowell/status/1412858750747217922</a> <a href="https://twitter.com/robkhenderson/status/1412899033933307911" target="_blank" rel="noreferrer noopener">https://twitter.com/robkhenderson/status/1412899033933307911</a> <a href="https://twitter.com/sfchronicle/status/1409170317826793474" target="_blank" rel="noreferrer noopener">https://twitter.com/sfchronicle/status/1409170317826793474</a> <a href="https://twitter.com/briansugar/status/1412507632267534340" target="_blank" rel="noreferrer noopener">https://twitter.com/briansugar/status/1412507632267534340</a>]]></description><guid isPermaLink="false">27efa220-d75a-4e0c-aa4f-a82e1d4809e2</guid><pubDate>Fri, 09 Jul 2021 04:47:18 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246097/allin_e039.mp3" length="67205679" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Super drought &amp;amp; climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48 San Francisco chaos, "crime is down"...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Super drought &amp; climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48 San Francisco chaos, "crime is down" controversy, viral crime videos 59:42 Are Israel's recent COVID vaccine findings problematic? Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" target="_blank" rel="noreferrer noopener">https://twitter.com/TheZachEffect</a> Referenced in the show: Nuclear energy timeline <a href="https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing" target="_blank" rel="noreferrer noopener"> https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing</a> The Grid: The Fraying Wires Between Americans and Our Energy Future <a href="https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ</a> MarketWatch - Target shortens hours in San Francisco due to 'alarming rise' in shoplifting <a href="https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560" target="_blank" rel="noreferrer noopener"> https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560</a> Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness <a href="https://www.gov.il/en/departments/news/05072021-03" target="_blank" rel="noreferrer noopener">https://www.gov.il/en/departments/news/05072021-03</a> Tweets: <a href="https://twitter.com/friedberg/status/1413044148735672322" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1413044148735672322</a> <a href="https://twitter.com/michelletandler/status/1411362359734542343" target="_blank" rel="noreferrer noopener">https://twitter.com/michelletandler/status/1411362359734542343</a> <a href="https://twitter.com/michelletandler/status/1411943649231851522" target="_blank" rel="noreferrer noopener">https://twitter.com/michelletandler/status/1411943649231851522</a> <a href="https://twitter.com/cyantist/status/1412478525014085632" target="_blank" rel="noreferrer noopener">https://twitter.com/cyantist/status/1412478525014085632</a> <a href="https://twitter.com/briansugar/status/1412507632267534340" target="_blank" rel="noreferrer noopener">https://twitter.com/briansugar/status/1412507632267534340</a> <a href="https://twitter.com/activeasian/status/1412252070829182976" target="_blank" rel="noreferrer noopener">https://twitter.com/activeasian/status/1412252070829182976</a> <a href="https://twitter.com/DavidSacks/status/1412160046046203909" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1412160046046203909</a> <a href="https://twitter.com/DavidSacks/status/1412163715676327950" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>4201</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E38: Bestie brawl, Robinhood's $70M fine &amp; S-1, Delta variant, future of the political parties, FTC takes losses against big tech &amp; more</title><link>https://www.spreaker.com/episode/e38-bestie-brawl-robinhood-s-70m-fine-s-1-delta-variant-future-of-the-political-parties-ftc-takes-losses-against-big-tech-more--75246208</link><description><![CDATA[Show Notes: 0:00 Jason &amp; Sacks hash out their Twitter beef 20:58 Robinhood $70M FINRA fine signals &amp; S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fear porn? 57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire &amp; help him gain steam for 2024? 1:06:11 Future of Republican &amp; Democratic parties 1:11:17 FTC takes a hit in Facebook case dismissal &amp; Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly? 1:19:42 Sha'Carri Richardson Olympic suspension Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: All-In Stats - E37 <a href="https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814" target="_blank" rel="noreferrer noopener"> https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814</a> FINRA fines Robinhood $70M <a href="https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial" target="_blank" rel="noreferrer noopener"> https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial</a> Robinhood S-1 <a href="https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm</a> CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says <a href="https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html</a> Google - US vaccine rates by state <a href="https://www.google.com/search?q=vaccination+rates+by+state&amp;oq=vaccination+rates+by&amp;aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&amp;sourceid=chrome&amp;ie=UTF-8" target="_blank" rel="noreferrer noopener"> https://www.google.com/search?q=vaccination+rates+by+state&amp;oq=vaccination+rates+by&amp;aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&amp;sourceid=chrome&amp;ie=UTF-8</a> Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children <a href="https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743" target="_blank" rel="noreferrer noopener"> https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743</a> Politico - 'Not a healthy environment': Kamala Harris' office rife with dissent <a href="https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290</a> Politico - DeSantis 'very wary' of upsetting Trump <a href="https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367</a> CNBC - Judge dismisses FTC and state antitrust complaints against Facebook <a href="https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html</a> Amazon's petition for Lina Khan recusal <a href="https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf" target="_blank" rel="noreferrer noopener"> https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf</a> NYT - Sha'Carri Richardson, a Track Sensation, Tests Positive for Marijuana <a href="https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html</a> Tweets: <a href="https://twitter.com/ALLIN_STATS/status/1409269704573820939" target="_blank" rel="noreferrer noopener">https://twitter.com/ALLIN_STATS/status/1409269704573820939</a> <a href="https://twitter.com/DavidSacks/status/1409282278270849028" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1409282278270849028</a> <a href="https://twitter.com/Jason/status/1409282966354857986" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1409282966354857986</a> <a href="https://twitter.com/DavidSacks/status/1409287404628938753" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1409287404628938753</a> <a href="https://twitter.com/DavidSacks/status/1409554101713702917" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1409554101713702917</a> <a href="https://twitter.com/Jason/status/1409289443161382912" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1409289443161382912</a> <a href="https://twitter.com/trvrb" target="_blank" rel="noreferrer noopener">https://twitter.com/trvrb</a> <a href="https://twitter.com/trvrb/status/1410432407816212481" target="_blank" rel="noreferrer noopener">https://twitter.com/trvrb/status/1410432407816212481</a> <a href="https://twitter.com/maggieNYT/status/1410682821358858242" target="_blank" rel="noreferrer noopener">https://twitter.com/maggieNYT/status/1410682821358858242</a> <a href="https://twitter.com/SenWarren/status/1409649814308986888" target="_blank" rel="noreferrer noopener">https://twitter.com/SenWarren/status/1409649814308986888</a> <a href="https://twitter.com/DavidSacks/status/1409723626476216321" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1409723626476216321</a>]]></description><guid isPermaLink="false">57bcde13-3e1c-4982-acf4-57a313952bc6</guid><pubDate>Sat, 03 Jul 2021 01:36:29 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246208/allin_e038.mp3" length="82708327" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Show Notes: 0:00 Jason &amp;amp; Sacks hash out their Twitter beef 20:58 Robinhood $70M FINRA fine signals &amp;amp; S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fear porn? 57:25 Trump not taking credit for...</itunes:subtitle><itunes:summary><![CDATA[Show Notes: 0:00 Jason &amp; Sacks hash out their Twitter beef 20:58 Robinhood $70M FINRA fine signals &amp; S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fear porn? 57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire &amp; help him gain steam for 2024? 1:06:11 Future of Republican &amp; Democratic parties 1:11:17 FTC takes a hit in Facebook case dismissal &amp; Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly? 1:19:42 Sha'Carri Richardson Olympic suspension Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: All-In Stats - E37 <a href="https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814" target="_blank" rel="noreferrer noopener"> https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814</a> FINRA fines Robinhood $70M <a href="https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial" target="_blank" rel="noreferrer noopener"> https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial</a> Robinhood S-1 <a href="https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm" target="_blank" rel="noreferrer noopener"> https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm</a> CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says <a href="https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html" target="_blank" rel="noreferrer noopener"> https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html</a> Google - US vaccine rates by state <a href="https://www.google.com/search?q=vaccination+rates+by+state&amp;oq=vaccination+rates+by&amp;aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&amp;sourceid=chrome&amp;ie=UTF-8" target="_blank" rel="noreferrer noopener"> https://www.google.com/search?q=vaccination+rates+by+state&amp;oq=vaccination+rates+by&amp;aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&amp;sourceid=chrome&amp;ie=UTF-8</a> Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children <a href="https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743" target="_blank" rel="noreferrer noopener"> https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743</a> Politico - 'Not a healthy environment': Kamala Harris' office rife with dissent <a href="https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290" target="_blank" rel="noreferrer noopener"> https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290</a> Politico - DeSantis 'very wary' of upsetting Trump <a href="https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5170</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential &amp; more</title><link>https://www.spreaker.com/episode/e37-nyc-rejects-far-left-mayoral-candidates-new-developments-in-lab-leak-theory-apple-s-app-store-breakup-potential-more--75246171</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia <a href="https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election</a> Vanity Fair - Eric Adams interview <a href="https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview" target="_blank" rel="noreferrer noopener"> https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview</a> NY Daily News - 'We don't want fancy candidates': Eric Adams declares himself 'face of the new Democratic Party' <a href="https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html" target="_blank" rel="noreferrer noopener"> https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html</a> Jesse Bloom COVID origin research paper <a href="https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1" target="_blank" rel="noreferrer noopener">https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1</a> Destined for War: Can America and China Escape Thucydides's Trap? by Graham Allison <a href="https://rb.gy/7vj8ks" target="_blank" rel="noreferrer noopener">https://rb.gy/7vj8ks</a> Apple says third-party app stores would leave iPhone users vulnerable to scammers <a href="https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users" target="_blank" rel="noreferrer noopener"> https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users</a> The Pull Request - Bad Apple* by Antonio Garcia Martinez <a href="https://www.thepullrequest.com/p/bad-apple" target="_blank" rel="noreferrer noopener">https://www.thepullrequest.com/p/bad-apple</a> Show Notes: 0:00 Besties hash out a new format &amp; the purpose of the podcast 14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness &amp; drug abuse in elections 29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China 54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble 1:09:25 Antonio Garcia Martinez's first Substack article on Apple]]></description><guid isPermaLink="false">417f14cd-69cf-4136-9c44-6e83639ceb2b</guid><pubDate>Fri, 25 Jun 2021 03:07:14 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246171/allin_e37.mp3" length="76626655" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia <a href="https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election</a> Vanity Fair - Eric Adams interview <a href="https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview" target="_blank" rel="noreferrer noopener"> https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview</a> NY Daily News - 'We don't want fancy candidates': Eric Adams declares himself 'face of the new Democratic Party' <a href="https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html" target="_blank" rel="noreferrer noopener"> https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html</a> Jesse Bloom COVID origin research paper <a href="https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1" target="_blank" rel="noreferrer noopener">https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1</a> Destined for War: Can America and China Escape Thucydides's Trap? by Graham Allison <a href="https://rb.gy/7vj8ks" target="_blank" rel="noreferrer noopener">https://rb.gy/7vj8ks</a> Apple says third-party app stores would leave iPhone users vulnerable to scammers <a href="https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users" target="_blank" rel="noreferrer noopener"> https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users</a> The Pull Request - Bad Apple* by Antonio Garcia Martinez <a href="https://www.thepullrequest.com/p/bad-apple" target="_blank" rel="noreferrer noopener">https://www.thepullrequest.com/p/bad-apple</a> Show Notes: 0:00 Besties hash out a new format &amp; the purpose of the podcast 14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness &amp; drug abuse in elections 29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China 54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble 1:09:25 Antonio Garcia Martinez's first Substack article on Apple]]></itunes:summary><itunes:duration>4790</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires &amp; more</title><link>https://www.spreaker.com/episode/e36-new-ftc-chair-breaking-up-big-tech-government-silent-spying-jon-stewart-wildfires-more--75246014</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Show Notes: 00:00 Besties intro 03:37 Lina Khan appointed to the Chair of the Federal Trade Commission 07:02 Will Lina break up big tech? Which one will be first? 18:02 Potential repercussions to consumers 27:48 Sacks' antitrust experience at PayPal vs. Ebay, Visa &amp; MasterCard 29:50 Google's multi-trillion dollar data trove 35:40 The U.S. government's capability to silently take data while "gagging" Big Tech 53:32 COVID's psychic shadow, Friedberg's office landlord is still requiring masks 1:00:17 Jon Stewart's lab leak bit on Stephen Colbert's show 1:10:04 California's wildfire risk increasing with climate change 1:20:57 Besties summer plans Referenced in the show: Chamath's 2019 Annual Letter re: Big Tech breakup <a href="https://www.socialcapital.com/annual-letters/2019" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/annual-letters/2019</a> Big Tech Gag Order (mentioned by Sacks)  https://www.washingtonpost.com/opinions/2021/06/13/microsoft-brad-smith-trump-justice-department-gag-orders/ Obama Administration Record Seizure (mentioned by Sacks) <a href="https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare</a> California Forest fire maps (mentioned by Friedberg) <a href="https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1" target="_blank" rel="noreferrer noopener"> https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1</a> Jon Stewart On Vaccine Science And The Wuhan Lab Theory <a href="https://www.youtube.com/watch?v=sSfejgwbDQ8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=sSfejgwbDQ8</a> #allin #tech #news]]></description><guid isPermaLink="false">719f6257-0f12-40e2-aff0-ea6a69e2096b</guid><pubDate>Fri, 18 Jun 2021 03:17:21 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246014/allin_e036.mp3" length="43162240" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Show Notes: 00:00 Besties intro 03:37 Lina Khan appointed to the Chair of the Federal Trade Commission 07:02 Will Lina break up big tech? Which one will be first? 18:02 Potential repercussions to consumers 27:48 Sacks' antitrust experience at PayPal vs. Ebay, Visa &amp; MasterCard 29:50 Google's multi-trillion dollar data trove 35:40 The U.S. government's capability to silently take data while "gagging" Big Tech 53:32 COVID's psychic shadow, Friedberg's office landlord is still requiring masks 1:00:17 Jon Stewart's lab leak bit on Stephen Colbert's show 1:10:04 California's wildfire risk increasing with climate change 1:20:57 Besties summer plans Referenced in the show: Chamath's 2019 Annual Letter re: Big Tech breakup <a href="https://www.socialcapital.com/annual-letters/2019" target="_blank" rel="noreferrer noopener">https://www.socialcapital.com/annual-letters/2019</a> Big Tech Gag Order (mentioned by Sacks)  https://www.washingtonpost.com/opinions/2021/06/13/microsoft-brad-smith-trump-justice-department-gag-orders/ Obama Administration Record Seizure (mentioned by Sacks) <a href="https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare</a> California Forest fire maps (mentioned by Friedberg) <a href="https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1" target="_blank" rel="noreferrer noopener"> https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1</a> Jon Stewart On Vaccine Science And The Wuhan Lab Theory <a href="https://www.youtube.com/watch?v=sSfejgwbDQ8" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=sSfejgwbDQ8</a> #allin #tech #news]]></itunes:summary><itunes:duration>5254</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin &amp; more</title><link>https://www.spreaker.com/episode/e35-biogen-s-controversial-alzheimer-s-drug-approval-the-billionaire-space-race-real-estate-bitcoin-more--75246120</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Show Notes: 0:00 Bestie intro, Chamath's whereabouts 2:54 Breaking down Biogen's Alzheimer's drug &amp; the FDA's controversial approval 26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space? 42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees? 56:49 Recent factors on the commercial &amp; private real estate markets, inflation head fake 1:05:01 ProPublica's report on billionaire tax returns 1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit &amp; diversity 1:32:48 Science corner with Friedberg: Induced pluripotent stem cells &amp; cloning Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: <a href="https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/" target="_blank" rel="noreferrer noopener"> https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/</a> <a href="https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows</a> <a href="https://www.instagram.com/p/CP0MSOqnYEo" target="_blank" rel="noreferrer noopener">https://www.instagram.com/p/CP0MSOqnYEo</a> <a href="https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049</a> <a href="https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html" target="_blank" rel="noreferrer noopener"> https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html</a> <a href="https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html" target="_blank" rel="noreferrer noopener"> https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html</a> <a href="https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801</a> <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> <a href="https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax" target="_blank" rel="noreferrer noopener"> https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax</a> <a href="https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha" target="_blank" rel="noreferrer noopener"> https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha</a> <a href="https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425" target="_blank" rel="noreferrer noopener">https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425</a> <a href="https://www.bloomberg.com/news/articles/2021-06-07/snowflake-ceo-offers-apologies-support-for-hiring-diversity" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-06-07/snowflake-ceo-offers-apologies-support-for-hiring-diversity</a> Tweets: <a href="https://twitter.com/Jason/status/1401938511826067457" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1401938511826067457</a> <a href="https://twitter.com/elonmusk/status/1386825367948644352" target="_blank" rel="noreferrer noopener">https://twitter.com/elonmusk/status/1386825367948644352</a> <a href="https://twitter.com/micsolana/status/1403394491143315456" target="_blank" rel="noreferrer noopener">https://twitter.com/micsolana/status/1403394491143315456</a> <a href="https://twitter.com/Jason/status/140302318070958080" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/140302318070958080</a>  ]]></description><guid isPermaLink="false">39af00ed-a00c-4b6f-ada5-c310e817d913</guid><pubDate>Sun, 13 Jun 2021 00:19:11 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246120/allin_e035.mp3" length="91793928" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Show Notes: 0:00 Bestie intro,...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Show Notes: 0:00 Bestie intro, Chamath's whereabouts 2:54 Breaking down Biogen's Alzheimer's drug &amp; the FDA's controversial approval 26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space? 42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees? 56:49 Recent factors on the commercial &amp; private real estate markets, inflation head fake 1:05:01 ProPublica's report on billionaire tax returns 1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit &amp; diversity 1:32:48 Science corner with Friedberg: Induced pluripotent stem cells &amp; cloning Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: <a href="https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/" target="_blank" rel="noreferrer noopener"> https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/</a> <a href="https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows</a> <a href="https://www.instagram.com/p/CP0MSOqnYEo" target="_blank" rel="noreferrer noopener">https://www.instagram.com/p/CP0MSOqnYEo</a> <a href="https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049</a> <a href="https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html" target="_blank" rel="noreferrer noopener"> https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html</a> <a href="https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html" target="_blank" rel="noreferrer noopener"> https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html</a> <a href="https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801</a> <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> <a href="https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax" target="_blank" rel="noreferrer noopener">...]]></itunes:summary><itunes:duration>5737</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover</title><link>https://www.spreaker.com/episode/e34-wuhan-lab-leak-theory-india-s-traceability-law-coinbase-s-fact-check-big-tech-s-hollywood-takeover--75245976</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage <a href="https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125</a> Forbes - Friends Don't Let Friends Become Chinese Billionaires <a href="https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae</a> Brookings - Fentanyl and geopolitics: Controlling opioid supply from China <a href="https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/" target="_blank" rel="noreferrer noopener"> https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/</a> NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks <a href="https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user</a> Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation <a href="https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a</a> Show Notes: 0:00 Friedberg recaps Sacks' birthday party 6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production 26:09 India's new "traceability" law 33:11 Coinbase &amp; Brian Armstrong debut fact checking blog 41:17 Friedberg's science corner: groundbreaking gene therapies 45:06 Amazon's MGM acquisition, media consolidation 1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure &amp; responding]]></description><guid isPermaLink="false">021fa152-d502-4f48-9b75-d51d969e9bf2</guid><pubDate>Mon, 31 May 2021 02:47:32 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75245976/allin_e034.mp3" length="65644741" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage <a href="https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125</a> Forbes - Friends Don't Let Friends Become Chinese Billionaires <a href="https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae" target="_blank" rel="noreferrer noopener"> https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae</a> Brookings - Fentanyl and geopolitics: Controlling opioid supply from China <a href="https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/" target="_blank" rel="noreferrer noopener"> https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/</a> NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks <a href="https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user" target="_blank" rel="noreferrer noopener"> https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user</a> Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation <a href="https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a</a> Show Notes: 0:00 Friedberg recaps Sacks' birthday party 6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production 26:09 India's new "traceability" law 33:11 Coinbase &amp; Brian Armstrong debut fact checking blog 41:17 Friedberg's science corner: groundbreaking gene therapies 45:06 Amazon's MGM acquisition, media consolidation 1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure &amp; responding]]></itunes:summary><itunes:duration>4103</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E33: Apple's hypocrisy, America's math failure, crypto's regulatory correction, Clubhouse's future, UFOs &amp; more</title><link>https://www.spreaker.com/episode/e33-apple-s-hypocrisy-america-s-math-failure-crypto-s-regulatory-correction-clubhouse-s-future-ufos-more--75246240</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: The Verge - Apple employees circulate petition demanding investigation into 'misogynistic' new hire <a href="https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook</a> The Verge - Apple employees call for company to support Palestinians in internal letter <a href="https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook</a> Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode <a href="https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript" target="_blank" rel="noreferrer noopener"> https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript</a> Business Insider - Tobi Lutke's Email <a href="https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5</a> TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez <a href="https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled" target="_blank" rel="noreferrer noopener"> https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled</a> The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang <a href="https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang</a> Persuasion - America Is Flunking Math <a href="https://www.persuasion.community/p/why-america-is-flunking-math-education" target="_blank" rel="noreferrer noopener"> https://www.persuasion.community/p/why-america-is-flunking-math-education</a> Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says <a href="https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion</a> St. Louis FED - 10-Year Breakeven Inflation Rate <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> TED - A prosecutor's vision for a better justice system <a href="https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en" target="_blank" rel="noreferrer noopener"> https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en</a> Tweets: <a href="https://twitter.com/DavidSacks/status/1394328675768705030" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1394328675768705030</a> <a href="https://twitter.com/DavidSacks/status/1395056042841559041" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1395056042841559041</a> <a href="https://twitter.com/garrytan/status/1393462058407010307" target="_blank" rel="noreferrer noopener">https://twitter.com/garrytan/status/1393462058407010307</a> <a href="https://twitter.com/moskov/status/1395060902253064195" target="_blank" rel="noreferrer noopener">https://twitter.com/moskov/status/1395060902253064195</a> <a href="https://twitter.com/moskov/status/1395062765702713358" target="_blank" rel="noreferrer noopener">https://twitter.com/moskov/status/1395062765702713358</a> <a href="https://twitter.com/DavidSacks/status/1395073652840796160" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1395073652840796160</a> <a href="https://twitter.com/cabot_phillips/status/1394654014596337667" target="_blank" rel="noreferrer noopener">https://twitter.com/cabot_phillips/status/1394654014596337667</a> <a href="https://twitter.com/ALLIN_STATS" target="_blank" rel="noreferrer noopener">https://twitter.com/ALLIN_STATS</a> Show Notes: 0:00 Apple's hypocrisy re: AGM firing 25:48 America is failing math 40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes 50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop 57:46 Crypto correction: regulation, centralized coins, potential black swans 1:13:30 Friedberg's science corner: UFOs 1:19:18 Sacks presses other billionaires on their support Chesa Boudin #allin #tech #news]]></description><guid isPermaLink="false">54644ef1-17fc-4fb4-89b0-00c071d0ad7f</guid><pubDate>Sat, 22 May 2021 04:09:12 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246240/allin_e033.mp3" length="86557023" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: The Verge - Apple employees circulate petition demanding investigation into 'misogynistic' new hire <a href="https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook</a> The Verge - Apple employees call for company to support Palestinians in internal letter <a href="https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook</a> Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode <a href="https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript" target="_blank" rel="noreferrer noopener"> https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript</a> Business Insider - Tobi Lutke's Email <a href="https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5</a> TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez <a href="https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled" target="_blank" rel="noreferrer noopener"> https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled</a> The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang <a href="https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang" target="_blank" rel="noreferrer noopener"> https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang</a> Persuasion - America Is Flunking Math <a href="https://www.persuasion.community/p/why-america-is-flunking-math-education" target="_blank" rel="noreferrer noopener"> https://www.persuasion.community/p/why-america-is-flunking-math-education</a> Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says <a href="https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion" target="_blank" rel="noreferrer noopener"> https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion</a> St. Louis FED - 10-Year Breakeven Inflation Rate <a href="https://fred.stlouisfed.org/series/T10YIE" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/T10YIE</a> TED - A prosecutor's vision for a better justice system <a href="https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en" target="_blank" rel="noreferrer...]]></itunes:summary><itunes:duration>5410</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy &amp; more</title><link>https://www.spreaker.com/episode/e32-behind-the-scenes-of-elon-hosting-snl-cdc-failures-america-s-real-time-ubi-experiment-post-covid-boom-in-jeopardy-more--75246126</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: NY Times - A Misleading C.D.C. Number <a href="https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html</a> medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates <a href="https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full" target="_blank" rel="noreferrer noopener"> https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full</a> Business Insider - Silicon Valley VCs are at war with the 'far left radicals' running California <a href="https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5</a> NY Post - Powerful teachers union influenced CDC on school reopenings, emails show <a href="https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/" target="_blank" rel="noreferrer noopener"> https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/</a> MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance <a href="https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/" target="_blank" rel="noreferrer noopener"> https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/</a> Tweets: <a href="https://twitter.com/DavidSacks/status/1392154915640729605" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1392154915640729605</a> <a href="https://twitter.com/DavidSacks/status/1392223301154447361" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1392223301154447361</a> <a href="https://twitter.com/Jason/status/1391591653824204801" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1391591653824204801</a> <a href="https://twitter.com/Jason/status/1391257138698375168" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1391257138698375168</a> <a href="https://twitter.com/skepticaliblog/status/1391958173955682309" target="_blank" rel="noreferrer noopener">https://twitter.com/skepticaliblog/status/1391958173955682309</a> <a href="https://twitter.com/TaylorLorenz/status/1390390598444609538" target="_blank" rel="noreferrer noopener">https://twitter.com/TaylorLorenz/status/1390390598444609538</a> <a href="https://twitter.com/friedberg/status/1392551233618026496" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1392551233618026496</a> <a href="https://twitter.com/bytecoin8" target="_blank" rel="noreferrer noopener">https://twitter.com/bytecoin8</a> Show Notes: 0:00 Jason goes behind the scenes of Elon's SNL appearance 23:36 CDC failures, misleading information on COVID spreading outdoors 39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy 48:32 America's real-time UBI experiment, Business Insider's piece covering All-In 1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs &amp; more 1:19:15 Should the besties start a third party? Is it possible?]]></description><guid isPermaLink="false">f9e0951b-a2fe-4279-9ea5-1a35c62da02e</guid><pubDate>Thu, 13 May 2021 03:22:06 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246126/allin_e032.mp3" length="80100772" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: NY Times - A Misleading C.D.C. Number <a href="https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html</a> medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates <a href="https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full" target="_blank" rel="noreferrer noopener"> https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full</a> Business Insider - Silicon Valley VCs are at war with the 'far left radicals' running California <a href="https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5" target="_blank" rel="noreferrer noopener"> https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5</a> NY Post - Powerful teachers union influenced CDC on school reopenings, emails show <a href="https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/" target="_blank" rel="noreferrer noopener"> https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/</a> MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance <a href="https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/" target="_blank" rel="noreferrer noopener"> https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/</a> Tweets: <a href="https://twitter.com/DavidSacks/status/1392154915640729605" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1392154915640729605</a> <a href="https://twitter.com/DavidSacks/status/1392223301154447361" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1392223301154447361</a> <a href="https://twitter.com/Jason/status/1391591653824204801" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1391591653824204801</a> <a href="https://twitter.com/Jason/status/1391257138698375168" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1391257138698375168</a> <a href="https://twitter.com/skepticaliblog/status/1391958173955682309" target="_blank" rel="noreferrer noopener">https://twitter.com/skepticaliblog/status/1391958173955682309</a> <a href="https://twitter.com/TaylorLorenz/status/1390390598444609538" target="_blank" rel="noreferrer noopener">https://twitter.com/TaylorLorenz/status/1390390598444609538</a> <a href="https://twitter.com/friedberg/status/1392551233618026496" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg/status/1392551233618026496</a> <a href="https://twitter.com/bytecoin8" target="_blank" rel="noreferrer noopener">https://twitter.com/bytecoin8</a> Show Notes: 0:00 Jason goes behind the scenes of Elon's SNL...]]></itunes:summary><itunes:duration>5007</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings &amp; more</title><link>https://www.spreaker.com/episode/e31-post-vaccination-virtue-signaling-pandemic-lessons-immigration-caitlyn-jenner-for-ca-governor-big-tech-earnings-more--75246106</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: MIT Technology Review - Some vaccinated people are still getting covid. Here's why you shouldn't worry. <a href="https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/" target="_blank" rel="noreferrer noopener"> https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/</a> David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility <a href="https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db" target="_blank" rel="noreferrer noopener"> https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db</a> Tweets <a href="https://twitter.com/DavidSacks/status/1378856861970038784" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1378856861970038784</a> <a href="https://twitter.com/DavidSacks/status/1388125436241223682" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1388125436241223682</a> <a href="https://twitter.com/DavidSacks/status/1388135440843251714" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1388135440843251714</a> <a href="https://twitter.com/DavidSacks/status/1388129450651492355" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1388129450651492355</a> <a href="https://twitter.com/DavidSacks/status/1387582236573175809" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1387582236573175809</a> <a href="https://twitter.com/DavidSacks/status/1387598770825830404" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1387598770825830404</a> Show Notes: 0:00 Bestie intro, Jason's trip recap 2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address 16:07 Pandemic lessons 30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration 48:04 How Darwinian free trade has negatively impacted the US middle class 1:00:44 Caitlyn Jenner for CA Governor, crime &amp; homelessness 1:07:48 Big Tech earnings]]></description><guid isPermaLink="false">9732098c-6ccd-4312-9a86-ecd678b51e6f</guid><pubDate>Sat, 01 May 2021 01:06:24 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246106/allin_e31.mp3" length="78382485" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: MIT Technology Review - Some vaccinated people are still getting covid. Here's why you shouldn't worry. <a href="https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/" target="_blank" rel="noreferrer noopener"> https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/</a> David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility <a href="https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db" target="_blank" rel="noreferrer noopener"> https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db</a> Tweets <a href="https://twitter.com/DavidSacks/status/1378856861970038784" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1378856861970038784</a> <a href="https://twitter.com/DavidSacks/status/1388125436241223682" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1388125436241223682</a> <a href="https://twitter.com/DavidSacks/status/1388135440843251714" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1388135440843251714</a> <a href="https://twitter.com/DavidSacks/status/1388129450651492355" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1388129450651492355</a> <a href="https://twitter.com/DavidSacks/status/1387582236573175809" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1387582236573175809</a> <a href="https://twitter.com/DavidSacks/status/1387598770825830404" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1387598770825830404</a> Show Notes: 0:00 Bestie intro, Jason's trip recap 2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address 16:07 Pandemic lessons 30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration 48:04 How Darwinian free trade has negatively impacted the US middle class 1:00:44 Caitlyn Jenner for CA Governor, crime &amp; homelessness 1:07:48 Big Tech earnings]]></itunes:summary><itunes:duration>4899</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology &amp; more</title><link>https://www.spreaker.com/episode/e30-ramifications-of-biden-s-proposed-capital-gains-tax-hike-federal-budget-india-s-covid-surge-founder-psychology-more--75246256</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: Federal Net Outlays as Percent of GDP <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> Wayback Machine / WhiteHouse.gov <a href="https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov" target="_blank" rel="noreferrer noopener"> https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov</a> Reuters <a href="https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22</a> Show Notes: 0:00 Intro 1:19 Biden's capital gains tax hike 21:33 Addressing the federal budget problems 42:16 Chauvin verdict, media coverage 50:06 Hulu WeWork documentary, Founder psychology 59:46 COVID surge in India 1:11:01 Poor media performance in 2021]]></description><guid isPermaLink="false">23606f3b-1e9f-466a-80bd-4190e9083178</guid><pubDate>Fri, 23 Apr 2021 08:14:05 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246256/allin_e30.mp3" length="80243715" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: Federal Net Outlays as Percent of GDP <a href="https://fred.stlouisfed.org/series/FYONGDA188S" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/FYONGDA188S</a> Wayback Machine / WhiteHouse.gov <a href="https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov" target="_blank" rel="noreferrer noopener"> https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov</a> Reuters <a href="https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22" target="_blank" rel="noreferrer noopener"> https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22</a> Show Notes: 0:00 Intro 1:19 Biden's capital gains tax hike 21:33 Addressing the federal budget problems 42:16 Chauvin verdict, media coverage 50:06 Hulu WeWork documentary, Founder psychology 59:46 COVID surge in India 1:11:01 Poor media performance in 2021]]></itunes:summary><itunes:duration>5016</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions &amp; more with Bestie Guestie Brad Gerstner</title><link>https://www.spreaker.com/episode/e29-coinbase-goes-public-direct-listings-vs-ipos-portfolio-management-unions-more-with-bestie-guestie-brad-gerstner--75246094</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: Statista - Death rates from coronavirus (COVID-19) in the United States <a href="https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state</a> Tweets: <a href="https://twitter.com/bgurley/status/1382737752794353664" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley/status/1382737752794353664</a> <a href="https://twitter.com/DavidSacks/status/1382874547179950082" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1382874547179950082</a> <a href="https://twitter.com/DavidSacks/status/1382466963885199362" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1382466963885199362</a> <a href="https://twitter.com/DrewHolden360/status/1382477293797400581" target="_blank" rel="noreferrer noopener">https://twitter.com/DrewHolden360/status/1382477293797400581</a> <a href="https://twitter.com/chamath/status/1383073577386201094" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1383073577386201094</a> Show Notes: 0:00 Bestie intro &amp; crowning a new SPAC king 3:01 Coinbase's direct listing, comparing vehicles to go public &amp; lockup periods, Sacks on Coinbase vs. NYT 12:06 David Sacks on running for governor 15:21 Brad &amp; the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in 32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama 50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party 54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&amp;J decision 1:04:20 Degradation of faith in institutions accelerated by COVID 1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress]]></description><guid isPermaLink="false">18e46670-c4f3-4ea1-8b97-aa1993919b63</guid><pubDate>Sat, 17 Apr 2021 02:12:13 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246094/allin_e29.mp3" length="75527711" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: Statista - Death rates from coronavirus (COVID-19) in the United States <a href="https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state" target="_blank" rel="noreferrer noopener"> https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state</a> Tweets: <a href="https://twitter.com/bgurley/status/1382737752794353664" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley/status/1382737752794353664</a> <a href="https://twitter.com/DavidSacks/status/1382874547179950082" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1382874547179950082</a> <a href="https://twitter.com/DavidSacks/status/1382466963885199362" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1382466963885199362</a> <a href="https://twitter.com/DrewHolden360/status/1382477293797400581" target="_blank" rel="noreferrer noopener">https://twitter.com/DrewHolden360/status/1382477293797400581</a> <a href="https://twitter.com/chamath/status/1383073577386201094" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1383073577386201094</a> Show Notes: 0:00 Bestie intro &amp; crowning a new SPAC king 3:01 Coinbase's direct listing, comparing vehicles to go public &amp; lockup periods, Sacks on Coinbase vs. NYT 12:06 David Sacks on running for governor 15:21 Brad &amp; the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in 32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama 50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party 54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&amp;J decision 1:04:20 Degradation of faith in institutions accelerated by COVID 1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress]]></itunes:summary><itunes:duration>4721</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E28: Current state of public &amp; private markets, Archegos debacle, US debt issues, wealth tax &amp; more</title><link>https://www.spreaker.com/episode/e28-current-state-of-public-private-markets-archegos-debacle-us-debt-issues-wealth-tax-more--75246232</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan <a href="https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html" target="_blank" rel="noreferrer noopener"> https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html</a> Cal Matters - A wealth tax could sabotage California's recovery <a href="https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery" target="_blank" rel="noreferrer noopener"> https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery</a> Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here's What We Know <a href="https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know" target="_blank" rel="noreferrer noopener"> https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know</a> Show Notes: 0:00 Besties intro, state of the public &amp; private markets 18:54 Chamath receives inspiring note re: last week's longevity talk 21:17 Archegos debacle, issues with trading on margin 32:26 Biden's infrastructure bill, US government becoming overleveraged 45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact 52:59 Trade off between freedom &amp; equality, how free markets spur innovation, generational changes 1:05:14 Is a wealth tax constitutional? Vaccine update]]></description><guid isPermaLink="false">b676b3e9-57ef-419e-8868-b21443b0756a</guid><pubDate>Thu, 01 Apr 2021 08:28:23 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246232/allin_e28.mp3" length="38862055" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan <a href="https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html" target="_blank" rel="noreferrer noopener"> https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html</a> Cal Matters - A wealth tax could sabotage California's recovery <a href="https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery" target="_blank" rel="noreferrer noopener"> https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery</a> Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here's What We Know <a href="https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know" target="_blank" rel="noreferrer noopener"> https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know</a> Show Notes: 0:00 Besties intro, state of the public &amp; private markets 18:54 Chamath receives inspiring note re: last week's longevity talk 21:17 Archegos debacle, issues with trading on margin 32:26 Biden's infrastructure bill, US government becoming overleveraged 45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact 52:59 Trade off between freedom &amp; equality, how free markets spur innovation, generational changes 1:05:14 Is a wealth tax constitutional? Vaccine update]]></itunes:summary><itunes:duration>4858</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains &amp; more</title><link>https://www.spreaker.com/episode/e27-the-great-inflation-debate-amazon-gets-spicy-on-twitter-rethinking-supply-chains-more--75246242</link><description><![CDATA[Sacks' Inflation Deck: <a href="https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing" target="_blank" rel="noreferrer noopener"> https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: Tweets <a href="https://twitter.com/davehclark/status/1375045409542823939" target="_blank" rel="noreferrer noopener">https://twitter.com/davehclark/status/1375045409542823939</a> <a href="https://twitter.com/BernieSanders/status/1374901873484967938" target="_blank" rel="noreferrer noopener">https://twitter.com/BernieSanders/status/1374901873484967938</a> <a href="https://twitter.com/Mat_Yarger/status/1374212541367345155" target="_blank" rel="noreferrer noopener">https://twitter.com/Mat_Yarger/status/1374212541367345155</a> <a href="https://twitter.com/Mat_Yarger/status/1375163739759116297" target="_blank" rel="noreferrer noopener">https://twitter.com/Mat_Yarger/status/1375163739759116297</a> <a href="https://twitter.com/Jason/status/1375488265915002883" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1375488265915002883</a> <a href="https://twitter.com/chamath/status/1375244032230625281" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1375244032230625281</a> <a href="https://twitter.com/DavidSacks/status/1375283834711777282" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1375283834711777282</a> <a href="https://twitter.com/chamath/status/1375484528559448064" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1375484528559448064</a> Bitclout <a href="https://rb.gy/sjtjzy" target="_blank" rel="noreferrer noopener">https://rb.gy/sjtjzy</a> Show Notes: 0:00 Besties get ready to rumble &amp; discuss recent Twitter polls 7:25 Debating inflation, Sacks presents his deck 37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation 48:42 Suez Canal, rethinking our centralized infrastructure &amp; supply chain risk management, infrastructure bill concerns 1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience 1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence]]></description><guid isPermaLink="false">998696fa-0047-40a5-89fc-036ee31d35d0</guid><pubDate>Sat, 27 Mar 2021 03:42:39 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246242/allin_e27.mp3" length="35528785" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Sacks' Inflation Deck: https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks...</itunes:subtitle><itunes:summary><![CDATA[Sacks' Inflation Deck: <a href="https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing" target="_blank" rel="noreferrer noopener"> https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Referenced in the show: Tweets <a href="https://twitter.com/davehclark/status/1375045409542823939" target="_blank" rel="noreferrer noopener">https://twitter.com/davehclark/status/1375045409542823939</a> <a href="https://twitter.com/BernieSanders/status/1374901873484967938" target="_blank" rel="noreferrer noopener">https://twitter.com/BernieSanders/status/1374901873484967938</a> <a href="https://twitter.com/Mat_Yarger/status/1374212541367345155" target="_blank" rel="noreferrer noopener">https://twitter.com/Mat_Yarger/status/1374212541367345155</a> <a href="https://twitter.com/Mat_Yarger/status/1375163739759116297" target="_blank" rel="noreferrer noopener">https://twitter.com/Mat_Yarger/status/1375163739759116297</a> <a href="https://twitter.com/Jason/status/1375488265915002883" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1375488265915002883</a> <a href="https://twitter.com/chamath/status/1375244032230625281" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1375244032230625281</a> <a href="https://twitter.com/DavidSacks/status/1375283834711777282" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1375283834711777282</a> <a href="https://twitter.com/chamath/status/1375484528559448064" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1375484528559448064</a> Bitclout <a href="https://rb.gy/sjtjzy" target="_blank" rel="noreferrer noopener">https://rb.gy/sjtjzy</a> Show Notes: 0:00 Besties get ready to rumble &amp; discuss recent Twitter polls 7:25 Debating inflation, Sacks presents his deck 37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation 48:42 Suez Canal, rethinking our centralized infrastructure &amp; supply chain risk management, infrastructure bill concerns 1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience 1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence]]></itunes:summary><itunes:duration>4441</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E26: State of Venture Capital, plus fan questions on longevity, decentralization &amp; quantum computing</title><link>https://www.spreaker.com/episode/e26-state-of-venture-capital-plus-fan-questions-on-longevity-decentralization-quantum-computing--75246200</link><description><![CDATA[View the State of VC deck here: <a href="https://rb.gy/wfan6j" target="_blank" rel="noreferrer noopener">https://rb.gy/wfan6j</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: Lifespan by David Sinclair: <a href="https://rb.gy/etzzmk" target="_blank" rel="noreferrer noopener">https://rb.gy/etzzmk</a> Prenuvo: <a href="https://www.prenuvo.com" target="_blank" rel="noreferrer noopener">https://www.prenuvo.com</a> Gumroad Equity Crowdfunding: <a href="https://republic.co/gumroad" target="_blank" rel="noreferrer noopener">https://republic.co/gumroad</a> Backstage Equity Crowdfunding: <a href="https://republic.co/backstage" target="_blank" rel="noreferrer noopener">https://republic.co/backstage</a> Show Notes: 0:00 Bestie intro &amp; poker talk 5:49 Fan question: Longevity &amp; Biohacking, Chamath's health regimen 12:54 Fan question: Decentralization, separation of currency &amp; state, will governments fight back against crypto? 22:48 Fan question: Quantum computing's potential impact, why heavy R&amp;D technologies should are better suited for government funding rather than the private sector 33:33 Chamath's thesis behind deep tech investing 37:25 State of VC &amp; how it's changing in terms of demographics, new access to capital, deal size &amp; more 48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned &amp; who is left out? 55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe &amp; Clearbanc are revolutionizing non-dilutive funding 1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs]]></description><guid isPermaLink="false">02c96bea-9fc8-46da-86b9-a7bef8047b65</guid><pubDate>Sat, 20 Mar 2021 00:56:56 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246200/allin_e026.mp3" length="74388375" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>View the State of VC deck here: https://rb.gy/wfan6j Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod...</itunes:subtitle><itunes:summary><![CDATA[View the State of VC deck here: <a href="https://rb.gy/wfan6j" target="_blank" rel="noreferrer noopener">https://rb.gy/wfan6j</a> Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: Lifespan by David Sinclair: <a href="https://rb.gy/etzzmk" target="_blank" rel="noreferrer noopener">https://rb.gy/etzzmk</a> Prenuvo: <a href="https://www.prenuvo.com" target="_blank" rel="noreferrer noopener">https://www.prenuvo.com</a> Gumroad Equity Crowdfunding: <a href="https://republic.co/gumroad" target="_blank" rel="noreferrer noopener">https://republic.co/gumroad</a> Backstage Equity Crowdfunding: <a href="https://republic.co/backstage" target="_blank" rel="noreferrer noopener">https://republic.co/backstage</a> Show Notes: 0:00 Bestie intro &amp; poker talk 5:49 Fan question: Longevity &amp; Biohacking, Chamath's health regimen 12:54 Fan question: Decentralization, separation of currency &amp; state, will governments fight back against crypto? 22:48 Fan question: Quantum computing's potential impact, why heavy R&amp;D technologies should are better suited for government funding rather than the private sector 33:33 Chamath's thesis behind deep tech investing 37:25 State of VC &amp; how it's changing in terms of demographics, new access to capital, deal size &amp; more 48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned &amp; who is left out? 55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe &amp; Clearbanc are revolutionizing non-dilutive funding 1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs]]></itunes:summary><itunes:duration>4649</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation &amp; more</title><link>https://www.spreaker.com/episode/e25-biden-s-vaccine-mandate-equity-in-distribution-nft-speculation-impact-of-inflation-more--75246075</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Articles referenced in the show: The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting <a href="https://www.nejm.org/doi/full/10.1056/NEJMoa2101765" target="_blank" rel="noreferrer noopener">https://www.nejm.org/doi/full/10.1056/NEJMoa2101765</a> San Francisco COVID-19 Vaccinations <a href="https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/" target="_blank" rel="noreferrer noopener"> https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/</a> The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie's after flurry of last-minute bids nearly crashes website <a href="https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency" target="_blank" rel="noreferrer noopener"> https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency</a> CoinDesk - Burnt Banksy NFT Sells for $380K in ETH <a href="https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth" target="_blank" rel="noreferrer noopener">https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth</a> CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million <a href="https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html</a> Glenn Greenwald: <a href="https://greenwald.substack.com/p/criticizing-public-figures-including" target="_blank" rel="noreferrer noopener"> https://greenwald.substack.com/p/criticizing-public-figures-including</a> <a href="https://greenwald.substack.com/p/journalists-start-demanding-substack" target="_blank" rel="noreferrer noopener"> https://greenwald.substack.com/p/journalists-start-demanding-substack</a> Tweets referenced in the show: <a href="https://twitter.com/davidsacks/status/1370197389210914817" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1370197389210914817</a> <a href="https://twitter.com/davidsacks/status/1370132006080708609" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1370132006080708609</a> <a href="https://twitter.com/davidsacks/status/1370253867154247684" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1370253867154247684</a> <a href="https://twitter.com/davidsacks/status/1370441843666690050" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1370441843666690050</a> <a href="https://twitter.com/chamath/status/1369328384812093441" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1369328384812093441</a> <a href="https://twitter.com/JTLonsdale/status/1369893590369964032" target="_blank" rel="noreferrer noopener">https://twitter.com/JTLonsdale/status/1369893590369964032</a> <a href="https://twitter.com/domm/status/1368605017238740994" target="_blank" rel="noreferrer noopener">https://twitter.com/domm/status/1368605017238740994</a> <a href="https://twitter.com/CovidVaccineCA" target="_blank" rel="noreferrer noopener">https://twitter.com/CovidVaccineCA</a> Show Notes: 0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution 11:00 Vaccine efficacy, "inequity" of distribution 19:24 Success vs. privilege, Meghan Markle vs. The Royal Family 33:38 NFTs, speculative markets, blockchain as a ledger 48:00 Impact of inflation on wealth inequality 1:01:20 SPAC/Direct Listing talk 1:07:46 Yung Spielburg's newest track: RED PILLS]]></description><guid isPermaLink="false">1426a091-5006-4463-91d5-39d55fa4cb5d</guid><pubDate>Sat, 13 Mar 2021 02:29:03 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246075/allin_e025.mp3" length="67178563" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Articles referenced in the show: The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting <a href="https://www.nejm.org/doi/full/10.1056/NEJMoa2101765" target="_blank" rel="noreferrer noopener">https://www.nejm.org/doi/full/10.1056/NEJMoa2101765</a> San Francisco COVID-19 Vaccinations <a href="https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/" target="_blank" rel="noreferrer noopener"> https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/</a> The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie's after flurry of last-minute bids nearly crashes website <a href="https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency" target="_blank" rel="noreferrer noopener"> https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency</a> CoinDesk - Burnt Banksy NFT Sells for $380K in ETH <a href="https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth" target="_blank" rel="noreferrer noopener">https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth</a> CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million <a href="https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html" target="_blank" rel="noreferrer noopener"> https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html</a> Glenn Greenwald: <a href="https://greenwald.substack.com/p/criticizing-public-figures-including" target="_blank" rel="noreferrer noopener"> https://greenwald.substack.com/p/criticizing-public-figures-including</a> <a href="https://greenwald.substack.com/p/journalists-start-demanding-substack" target="_blank" rel="noreferrer noopener"> https://greenwald.substack.com/p/journalists-start-demanding-substack</a> Tweets referenced in the show: <a href="https://twitter.com/davidsacks/status/1370197389210914817" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1370197389210914817</a> <a href="https://twitter.com/davidsacks/status/1370132006080708609" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1370132006080708609</a> <a href="https://twitter.com/davidsacks/status/1370253867154247684" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1370253867154247684</a> <a href="https://twitter.com/davidsacks/status/1370441843666690050" target="_blank" rel="noreferrer noopener">https://twitter.com/davidsacks/status/1370441843666690050</a> <a href="https://twitter.com/chamath/status/1369328384812093441" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath/status/1369328384812093441</a> <a href="https://twitter.com/JTLonsdale/status/1369893590369964032" target="_blank"...]]></itunes:summary><itunes:duration>4199</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E24: Markets trend down, political manipulation via COVID "Zeroism," stimulus breakdown, biological Patriot Act</title><link>https://www.spreaker.com/episode/e24-markets-trend-down-political-manipulation-via-covid-zeroism-stimulus-breakdown-biological-patriot-act--75246259</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: NY Magazine - Zero COVID Risk Is the Wrong Standard <a href="https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html" target="_blank" rel="noreferrer noopener"> https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html</a> Released COVID-19 Response Contracts <a href="https://covid19.ca.gov/contracts" target="_blank" rel="noreferrer noopener">https://covid19.ca.gov/contracts</a> Chesa's "response" to Sacks <a href="https://twitter.com/chesaboudin/status/1366508970102247424" target="_blank" rel="noreferrer noopener">https://twitter.com/chesaboudin/status/1366508970102247424</a> GoFundMe for SF DA reporter <a href="https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime" target="_blank" rel="noreferrer noopener"> https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime</a> The Verge - Entire school board resigns in shame after forgetting their WebEx call was public <a href="https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom</a> Show Notes: 0:00 Markets tank, reasons for optimism in the short-term 15:29 Breaking down the stimulus 24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism" 38:27 Biological Patriot Act, freedom of choice post-vaccination 49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues 1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender]]></description><guid isPermaLink="false">617dc945-2325-4c8e-85e3-25922fd125ff</guid><pubDate>Sat, 06 Mar 2021 01:45:19 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246259/allin_e024.mp3" length="67720514" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: NY Magazine - Zero COVID Risk Is the Wrong Standard <a href="https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html" target="_blank" rel="noreferrer noopener"> https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html</a> Released COVID-19 Response Contracts <a href="https://covid19.ca.gov/contracts" target="_blank" rel="noreferrer noopener">https://covid19.ca.gov/contracts</a> Chesa's "response" to Sacks <a href="https://twitter.com/chesaboudin/status/1366508970102247424" target="_blank" rel="noreferrer noopener">https://twitter.com/chesaboudin/status/1366508970102247424</a> GoFundMe for SF DA reporter <a href="https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime" target="_blank" rel="noreferrer noopener"> https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime</a> The Verge - Entire school board resigns in shame after forgetting their WebEx call was public <a href="https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom" target="_blank" rel="noreferrer noopener"> https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom</a> Show Notes: 0:00 Markets tank, reasons for optimism in the short-term 15:29 Breaking down the stimulus 24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism" 38:27 Biological Patriot Act, freedom of choice post-vaccination 49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues 1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender]]></itunes:summary><itunes:duration>4233</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine &amp; fan questions!</title><link>https://www.spreaker.com/episode/e23-radical-das-breaking-down-fb-google-vs-australia-sustained-fear-post-vaccine-fan-questions--75246870</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins <a href="https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997</a> The Changing World Order by Ray Dalio Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity <a href="https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/</a> Show Notes: 0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics 10:52 Chesa Boudin cancelled on us, radical DAs &amp; local prosecution in SF &amp; LA, why criminal justice reform resonates 34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media? 47:26 Vaccine update, conditioned fear sustaining post-vaccine 58:58 Fan Q&amp;A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old]]></description><guid isPermaLink="false">4941fbc3-b20b-489b-b8a4-ef2e71468761</guid><pubDate>Sat, 20 Feb 2021 04:17:53 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246870/allin_e023.mp3" length="81038333" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins <a href="https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997" target="_blank" rel="noreferrer noopener"> https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997</a> The Changing World Order by Ray Dalio Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity <a href="https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/" target="_blank" rel="noreferrer noopener">https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/</a> Show Notes: 0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics 10:52 Chesa Boudin cancelled on us, radical DAs &amp; local prosecution in SF &amp; LA, why criminal justice reform resonates 34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media? 47:26 Vaccine update, conditioned fear sustaining post-vaccine 58:58 Fan Q&amp;A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old]]></itunes:summary><itunes:duration>5065</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev</title><link>https://www.spreaker.com/episode/e22-reflecting-on-the-robinhood-situation-with-bestie-guestie-vlad-tenev--75246910</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/vladtenev" target="_blank" rel="noreferrer noopener">https://twitter.com/vladtenev</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Show Notes: 0:00 Bestie intro, congrats to Friedberg on a big beak wet 1:44 Jason intros Vlad Tenev 2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity &amp; more 11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets &amp; more 21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently? 31:04 Vlad tells the real story of Jason investing &amp; signs off 33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow &amp; more 41:36 Debriefing Vlad's performance]]></description><guid isPermaLink="false">37a3fe73-8444-48a8-9c5a-7618a03eb782</guid><pubDate>Sat, 13 Feb 2021 04:33:17 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246910/allin_e22.mp3" length="47642150" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/vladtenev Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/vladtenev" target="_blank" rel="noreferrer noopener">https://twitter.com/vladtenev</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Show Notes: 0:00 Bestie intro, congrats to Friedberg on a big beak wet 1:44 Jason intros Vlad Tenev 2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity &amp; more 11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets &amp; more 21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently? 31:04 Vlad tells the real story of Jason investing &amp; signs off 33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow &amp; more 41:36 Debriefing Vlad's performance]]></itunes:summary><itunes:duration>2978</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E21: Media misalignment, subjects controlling narratives &amp; more with bestie guestie Draymond Green</title><link>https://www.spreaker.com/episode/e21-media-misalignment-subjects-controlling-narratives-more-with-bestie-guestie-draymond-green--75247062</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/Money23Green" target="_blank" rel="noreferrer noopener">https://twitter.com/Money23Green</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: David Sacks on Tucker Carlson <a href="https://youtu.be/MukXS8uaVns" target="_blank" rel="noreferrer noopener">https://youtu.be/MukXS8uaVns</a> Gell-Mann Amnesia <a href="https://www.epsilontheory.com/gell-mann-amnesia" target="_blank" rel="noreferrer noopener">https://www.epsilontheory.com/gell-mann-amnesia</a> Show Notes: 0:00 Discussing Sacks' recent hit on Tucker Carlson 7:25 Media misalignment, subjects as sources, new age of journalism 25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals 34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media &amp; more 1:08:02 Mean tweets]]></description><guid isPermaLink="false">23fa090b-a6ae-4862-99dd-135b6d8d7004</guid><pubDate>Sat, 06 Feb 2021 03:59:17 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75247062/allin_e21.mp3" length="72383391" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/Money23Green Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> <a href="https://twitter.com/Money23Green" target="_blank" rel="noreferrer noopener">https://twitter.com/Money23Green</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: David Sacks on Tucker Carlson <a href="https://youtu.be/MukXS8uaVns" target="_blank" rel="noreferrer noopener">https://youtu.be/MukXS8uaVns</a> Gell-Mann Amnesia <a href="https://www.epsilontheory.com/gell-mann-amnesia" target="_blank" rel="noreferrer noopener">https://www.epsilontheory.com/gell-mann-amnesia</a> Show Notes: 0:00 Discussing Sacks' recent hit on Tucker Carlson 7:25 Media misalignment, subjects as sources, new age of journalism 25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals 34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media &amp; more 1:08:02 Mean tweets]]></itunes:summary><itunes:duration>4524</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card &amp; how to fix it</title><link>https://www.spreaker.com/episode/e20-robinhood-wrap-up-insiders-vs-outsiders-california-s-failing-report-card-how-to-fix-it--75246852</link><description><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: The Insiders' Game by David Sacks <a href="https://www.persuasion.community/p/the-insiders-game" target="_blank" rel="noreferrer noopener">https://www.persuasion.community/p/the-insiders-game</a> ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals <a href="https://rb.gy/g8uwfj" target="_blank" rel="noreferrer noopener">https://rb.gy/g8uwfj</a> Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion <a href="https://rb.gy/5bhfsf" target="_blank" rel="noreferrer noopener">https://rb.gy/5bhfsf</a> Rescue California - Recall Gavin Newsom <a href="https://rescuecalifornia.org" target="_blank" rel="noreferrer noopener">https://rescuecalifornia.org</a> Show Notes: 0:00 Wrapping up the Robinhood situation: major lessons learned, Elon's Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021? 20:21 Understanding short positions - why do firms short, more transparency &amp; margin requirements 26:08 Sacks on the growing insider vs. outsider theme in politics &amp; finance, importance of institutions in chaos 31:45 Breaking down California's report card, why the state is such a mess, what structural problems plague it &amp; how to fix them 1:02:04 Chamath's Aziz Ansari story, Governor potential, top ways to save California]]></description><guid isPermaLink="false">a99221ac-e492-4b0e-83c6-acae4cc23936</guid><pubDate>Wed, 03 Feb 2021 05:58:15 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246852/allin_e20.mp3" length="77316233" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the besties: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: The Insiders' Game by David Sacks <a href="https://www.persuasion.community/p/the-insiders-game" target="_blank" rel="noreferrer noopener">https://www.persuasion.community/p/the-insiders-game</a> ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals <a href="https://rb.gy/g8uwfj" target="_blank" rel="noreferrer noopener">https://rb.gy/g8uwfj</a> Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion <a href="https://rb.gy/5bhfsf" target="_blank" rel="noreferrer noopener">https://rb.gy/5bhfsf</a> Rescue California - Recall Gavin Newsom <a href="https://rescuecalifornia.org" target="_blank" rel="noreferrer noopener">https://rescuecalifornia.org</a> Show Notes: 0:00 Wrapping up the Robinhood situation: major lessons learned, Elon's Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021? 20:21 Understanding short positions - why do firms short, more transparency &amp; margin requirements 26:08 Sacks on the growing insider vs. outsider theme in politics &amp; finance, importance of institutions in chaos 31:45 Breaking down California's report card, why the state is such a mess, what structural problems plague it &amp; how to fix them 1:02:04 Chamath's Aziz Ansari story, Governor potential, top ways to save California]]></itunes:summary><itunes:duration>4833</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?</title><link>https://www.spreaker.com/episode/e19-breaking-down-robinhood-s-gamestop-decision-why-did-it-happen-and-how-can-it-be-prevented-in-the-future--75247130</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: David Sacks on Bloomberg <a href="https://www.youtube.com/watch?v=K2lJg4sxl2U" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=K2lJg4sxl2U</a> Chamath for Governor <a href="https://www.chamathforca.com" target="_blank" rel="noreferrer noopener">https://www.chamathforca.com</a> DeepFuckingValue's Reddit page <a href="https://www.reddit.com/user/DeepFuckingValue" target="_blank" rel="noreferrer noopener">https://www.reddit.com/user/DeepFuckingValue</a> Show Notes: 0:26 Besties intro 2:11 Chamath breaks down the entire WallStreetBets/GameStop saga 15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement &amp; more 39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here 53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame 1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers &amp; the problem with career politicians]]></description><guid isPermaLink="false">236d221a-0a93-4408-b296-d63f21c2b057</guid><pubDate>Sat, 30 Jan 2021 02:09:43 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75247130/allin_e019.mp3" length="82693600" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: David Sacks on Bloomberg <a href="https://www.youtube.com/watch?v=K2lJg4sxl2U" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=K2lJg4sxl2U</a> Chamath for Governor <a href="https://www.chamathforca.com" target="_blank" rel="noreferrer noopener">https://www.chamathforca.com</a> DeepFuckingValue's Reddit page <a href="https://www.reddit.com/user/DeepFuckingValue" target="_blank" rel="noreferrer noopener">https://www.reddit.com/user/DeepFuckingValue</a> Show Notes: 0:26 Besties intro 2:11 Chamath breaks down the entire WallStreetBets/GameStop saga 15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement &amp; more 39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here 53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame 1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers &amp; the problem with career politicians]]></itunes:summary><itunes:duration>5169</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom &amp; more</title><link>https://www.spreaker.com/episode/e18-inauguration-talk-breaking-down-the-1-9t-stimulus-the-case-for-recalling-gavin-newsom-more--75246940</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: M1 Money Stock <a href="https://fred.stlouisfed.org/series/M1" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/M1</a> Friedberg's Spy Situation <a href="https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges</a> Sacks' thoughts on Wilkinson cancellation <a href="https://twitter.com/DavidSacks/status/1352432977460957185" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1352432977460957185</a> Show Notes: 0:00 Bestie intro, Inauguration talk, Impeachment implications 20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal 34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story 44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios 55:06 How the tech ecosystem plays into inequality &amp; how to fix it 1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence 1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob]]></description><guid isPermaLink="false">feece5c1-dbc4-42ba-af91-52f4c3fa6401</guid><pubDate>Sat, 23 Jan 2021 01:26:50 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246940/allin_e018.mp3" length="80140729" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" target="_blank" rel="noreferrer noopener">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" target="_blank" rel="noreferrer noopener">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: M1 Money Stock <a href="https://fred.stlouisfed.org/series/M1" target="_blank" rel="noreferrer noopener">https://fred.stlouisfed.org/series/M1</a> Friedberg's Spy Situation <a href="https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges" target="_blank" rel="noreferrer noopener"> https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges</a> Sacks' thoughts on Wilkinson cancellation <a href="https://twitter.com/DavidSacks/status/1352432977460957185" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks/status/1352432977460957185</a> Show Notes: 0:00 Bestie intro, Inauguration talk, Impeachment implications 20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal 34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story 44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios 55:06 How the tech ecosystem plays into inequality &amp; how to fix it 1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence 1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob]]></itunes:summary><itunes:duration>5009</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E17: Big Tech bans Trump, ramifications for the First Amendment &amp; the open Internet</title><link>https://www.spreaker.com/episode/e17-big-tech-bans-trump-ramifications-for-the-first-amendment-the-open-internet--75247073</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://www.youtube.com/watch?v=8lxk47phNV4&amp;t=1s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=8lxk47phNV4&amp;t=1s</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: "I Have Blood on My Hands": A Whistleblower Says Facebook Ignored Global Political Manipulation <a href="https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo" target="_blank" rel="noreferrer noopener"> https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo</a> Show Notes: 0:00 David Sacks intros the besties 2:08 Jason &amp; Sacks hash it out &amp; the besties break down reconciliation in American democracy 21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment 43:01 What laws can be written to prevent Big Tech oligarchy in the future? 59:32 Why Big Tech acted in unison against Trump: internal &amp; external pressure, pending Democratic administration 1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up? 1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto]]></description><guid isPermaLink="false">415a5c0a-3e99-4a39-8136-a6d782d199e8</guid><pubDate>Mon, 11 Jan 2021 07:31:34 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75247073/allin_e017.mp3" length="93862215" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://www.youtube.com/watch?v=8lxk47phNV4&amp;t=1s" target="_blank" rel="noreferrer noopener">https://www.youtube.com/watch?v=8lxk47phNV4&amp;t=1s</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: "I Have Blood on My Hands": A Whistleblower Says Facebook Ignored Global Political Manipulation <a href="https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo" target="_blank" rel="noreferrer noopener"> https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo</a> Show Notes: 0:00 David Sacks intros the besties 2:08 Jason &amp; Sacks hash it out &amp; the besties break down reconciliation in American democracy 21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment 43:01 What laws can be written to prevent Big Tech oligarchy in the future? 59:32 Why Big Tech acted in unison against Trump: internal &amp; external pressure, pending Democratic administration 1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up? 1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto]]></itunes:summary><itunes:duration>5867</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution &amp; more</title><link>https://www.spreaker.com/episode/e16-reflecting-on-the-riots-at-the-us-capitol-plus-georgia-runoff-elections-vaccine-distribution-more--75246898</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/aizgdm" target="_blank" rel="noreferrer noopener">https://rb.gy/aizgdm</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: The Killer D.A. by David Sacks <a href="https://rb.gy/k5rz0k" target="_blank" rel="noreferrer noopener">https://rb.gy/k5rz0k</a> Show Notes: 0:00 New intro for the besties - listen here: <a href="https://rb.gy/aizgdm" target="_blank" rel="noreferrer noopener">https://rb.gy/aizgdm</a> 2:14 Sacks' trip to Miami 6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump &amp; healing the nation post-Trump 29:43 2016 Election interference, reasons for unrest &amp; polarization, Trump's culpability 44:19 Should the 25th Amendment be invoked? 49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP? 56:23 How Friedberg would handle vaccine distribution 1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA]]></description><guid isPermaLink="false">79029f1c-824a-424d-a8d2-1ebd29506c6e</guid><pubDate>Fri, 08 Jan 2021 06:47:16 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246898/allin_e016.mp3" length="59747614" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/aizgdm" target="_blank" rel="noreferrer noopener">https://rb.gy/aizgdm</a> Intro Video Credit: <a href="https://twitter.com/MikeSylvan" target="_blank" rel="noreferrer noopener">https://twitter.com/MikeSylvan</a> Referenced in the show: The Killer D.A. by David Sacks <a href="https://rb.gy/k5rz0k" target="_blank" rel="noreferrer noopener">https://rb.gy/k5rz0k</a> Show Notes: 0:00 New intro for the besties - listen here: <a href="https://rb.gy/aizgdm" target="_blank" rel="noreferrer noopener">https://rb.gy/aizgdm</a> 2:14 Sacks' trip to Miami 6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump &amp; healing the nation post-Trump 29:43 2016 Election interference, reasons for unrest &amp; polarization, Trump's culpability 44:19 Should the 25th Amendment be invoked? 49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP? 56:23 How Friedberg would handle vaccine distribution 1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA]]></itunes:summary><itunes:duration>4979</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E15: "The Besties" All-In's inaugural award show covering the best, worst &amp; most memorable of 2020</title><link>https://www.spreaker.com/episode/e15-the-besties-all-in-s-inaugural-award-show-covering-the-best-worst-most-memorable-of-2020--75246778</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://soundcloud.com/olyofficial" target="_blank" rel="noreferrer noopener">https://soundcloud.com/olyofficial</a> Show Notes: 0:00 The besties discuss some recent beak wetting, open source merch &amp; more 6:31 Chamath tells the "192.5" weight loss bet story 10:54 Biggest Winner - Politics 13:08 Biggest Loser - Politics 16:24 Biggest Winner - Business 19:47 Biggest Loser - Business 23:22 Biggest Winner - Culture 26:24 Biggest Loser - Culture 32:31 Biggest Turnaround 34:49 Biggest Flash in the Pan 39:32 Biggest Breakthrough 43:51 Smartest Move - Business 49:58 Dumbest Move - Business 56:25 Smartest Move - Politics 1:00:20 Dumbest Move - Politics 1:04:22 Best/Worst Political Theatre 1:12:57 Best Memes]]></description><guid isPermaLink="false">a26d8fc1-c4b5-4410-9931-6127319a73c6</guid><pubDate>Fri, 18 Dec 2020 12:46:51 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246778/allin_e015.mp3" length="55154585" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://soundcloud.com/olyofficial" target="_blank" rel="noreferrer noopener">https://soundcloud.com/olyofficial</a> Show Notes: 0:00 The besties discuss some recent beak wetting, open source merch &amp; more 6:31 Chamath tells the "192.5" weight loss bet story 10:54 Biggest Winner - Politics 13:08 Biggest Loser - Politics 16:24 Biggest Winner - Business 19:47 Biggest Loser - Business 23:22 Biggest Winner - Culture 26:24 Biggest Loser - Culture 32:31 Biggest Turnaround 34:49 Biggest Flash in the Pan 39:32 Biggest Breakthrough 43:51 Smartest Move - Business 49:58 Dumbest Move - Business 56:25 Smartest Move - Politics 1:00:20 Dumbest Move - Politics 1:04:22 Best/Worst Political Theatre 1:12:57 Best Memes]]></itunes:summary><itunes:duration>4596</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E14: Salesforce acquires Slack, DeepMind's AlphaFold breakthrough, Trust Fund Socialists &amp; more</title><link>https://www.spreaker.com/episode/e14-salesforce-acquires-slack-deepmind-s-alphafold-breakthrough-trust-fund-socialists-more--75246872</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Invest with the Best... ies!: <a href="https://www.thesyndicate.com/allin" target="_blank" rel="noreferrer noopener">https://www.thesyndicate.com/allin</a> Referenced in the show: NYT - The Rich Kids Who Want to Tear Down Capitalism <a href="https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html</a> Coinbase - An upcoming story about Coinbase <a href="https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27</a> NYT - 'Tokenized': Inside Black Workers' Struggles at the King of Crypto Start-Ups <a href="https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html</a> Show Notes: 0:00 Besties intro, fashion talk &amp; the All-In Syndicate 3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce? 19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible 27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale 47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far 59:21 Trump's Section 230 gambit, will Trumpism fade away? 1:05:23 Trust Fund socialists 1:26:14 Coinbase vs. NYT round 2, <a href="https://www.thesyndicate.com/allin" target="_blank" rel="noreferrer noopener">https://www.thesyndicate.com/allin</a>  ]]></description><guid isPermaLink="false">beb31702-ec71-4652-90ea-9905f6df3d75</guid><pubDate>Fri, 04 Dec 2020 06:34:57 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246872/allin_e014.mp3" length="66506980" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Invest with the Best... ies!:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Invest with the Best... ies!: <a href="https://www.thesyndicate.com/allin" target="_blank" rel="noreferrer noopener">https://www.thesyndicate.com/allin</a> Referenced in the show: NYT - The Rich Kids Who Want to Tear Down Capitalism <a href="https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html</a> Coinbase - An upcoming story about Coinbase <a href="https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27</a> NYT - 'Tokenized': Inside Black Workers' Struggles at the King of Crypto Start-Ups <a href="https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html</a> Show Notes: 0:00 Besties intro, fashion talk &amp; the All-In Syndicate 3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce? 19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible 27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale 47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far 59:21 Trump's Section 230 gambit, will Trumpism fade away? 1:05:23 Trust Fund socialists 1:26:14 Coinbase vs. NYT round 2, <a href="https://www.thesyndicate.com/allin" target="_blank" rel="noreferrer noopener">https://www.thesyndicate.com/allin</a>  ]]></itunes:summary><itunes:duration>5542</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials &amp; more</title><link>https://www.spreaker.com/episode/e13-spacsgiving-special-more-promising-vaccine-news-innovation-vs-regulation-reforming-higher-ed-morality-of-challenge-trials-more--75247005</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Referenced in the show: NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine <a href="https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html</a> Show Notes: 0:00 Besties congratulate Friedberg &amp; Chamath for taking Metromile public, Chamath explains a PIPE, Sacks &amp; Jason express their discontent for being left out of the first bestie SPAC 10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it? 21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc. 35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation &amp; lack of regulators, regulation vs. innovation 47:07 Thoughts on ISAs &amp; how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central 59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far 1:06:29 What the besties are thankful for 1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics? 1:21:01 Code 13!]]></description><guid isPermaLink="false">c1d6e23d-2af0-4ce2-a593-2ac5d2ae8e57</guid><pubDate>Wed, 25 Nov 2020 06:53:04 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75247005/allin_e013.mp3" length="58732607" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Referenced in the show: NYT Article -...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Referenced in the show: NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine <a href="https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html" target="_blank" rel="noreferrer noopener"> https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html</a> Show Notes: 0:00 Besties congratulate Friedberg &amp; Chamath for taking Metromile public, Chamath explains a PIPE, Sacks &amp; Jason express their discontent for being left out of the first bestie SPAC 10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it? 21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc. 35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation &amp; lack of regulators, regulation vs. innovation 47:07 Thoughts on ISAs &amp; how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central 59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far 1:06:29 What the besties are thankful for 1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics? 1:21:01 Code 13!]]></itunes:summary><itunes:duration>4894</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios &amp; more</title><link>https://www.spreaker.com/episode/e12-biden-wins-pfizer-vaccine-markets-rip-trump-s-next-act-covid-endgame-scenarios-more--75246914</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Show Notes: 0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000 4:44 Was this election devastating for extreme-ism in politics? 12:13 Pfizer vaccine, withholding the vaccine from the political news cycle 21:54 COVID endgame scenarios 28:45 Public markets ripping, gridlock great for the economy 34:43 Analyzing exit polls, death of identity politics 50:57 Biggest loser of the election: Journalism 57:43 When will Trump concede? What will his next move be? 1:07:37 San Francisco's collapse - will it eventually go bankrupt?]]></description><guid isPermaLink="false">8f1314b6-edfe-4a9f-bfd1-a2742d07b74f</guid><pubDate>Wed, 11 Nov 2020 05:13:23 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246914/allin_e012.mp3" length="56334817" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Show Notes: 0:00 Besties reflect on...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Show Notes: 0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000 4:44 Was this election devastating for extreme-ism in politics? 12:13 Pfizer vaccine, withholding the vaccine from the political news cycle 21:54 COVID endgame scenarios 28:45 Public markets ripping, gridlock great for the economy 34:43 Analyzing exit polls, death of identity politics 50:57 Biggest loser of the election: Journalism 57:43 When will Trump concede? What will his next move be? 1:07:37 San Francisco's collapse - will it eventually go bankrupt?]]></itunes:summary><itunes:duration>4695</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner &amp; more!</title><link>https://www.spreaker.com/episode/e11-election-night-special-featuring-phil-hellmuth-bill-gurley-brad-gerstner-more--75246997</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Follow the bestie guesties: <a href="https://twitter.com/bgurley" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley</a> <a href="https://twitter.com/phil_hellmuth" target="_blank" rel="noreferrer noopener">https://twitter.com/phil_hellmuth</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> <a href="https://twitter.com/jcpolls" target="_blank" rel="noreferrer noopener">https://twitter.com/jcpolls</a> Show Notes: 0:00 The besties &amp; Phil Hellmuth on Trump's early lead, live betting odds, the Latinx reversal 10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early &amp; more 20:33 Assessing the 180 in the gambling markets &amp; equity markets towards a pro-Trump outcome 24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college &amp; more 41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020 50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses 55:40 Mid-show predictions, Jason goes off on Trump 1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger 1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns 1:38:24 Reviewing the race swing state by swing state 1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture &amp; more 1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders 2:00:43 Reconciling middle America &amp; the coastal elites, respecting each other's differences, understanding Prop 22 2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation 2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy 2:34:32 Jason &amp; Sacks debate Russian election interference legitimacy 2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios &amp; more 2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden's election night address]]></description><guid isPermaLink="false">ee050d39-5d07-477e-906d-b8966b8f0f73</guid><pubDate>Wed, 04 Nov 2020 10:06:21 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246997/allin_e011.mp3" length="129577575" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Follow the bestie guesties:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Follow the bestie guesties: <a href="https://twitter.com/bgurley" target="_blank" rel="noreferrer noopener">https://twitter.com/bgurley</a> <a href="https://twitter.com/phil_hellmuth" target="_blank" rel="noreferrer noopener">https://twitter.com/phil_hellmuth</a> <a href="https://twitter.com/altcap" target="_blank" rel="noreferrer noopener">https://twitter.com/altcap</a> <a href="https://twitter.com/jcpolls" target="_blank" rel="noreferrer noopener">https://twitter.com/jcpolls</a> Show Notes: 0:00 The besties &amp; Phil Hellmuth on Trump's early lead, live betting odds, the Latinx reversal 10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early &amp; more 20:33 Assessing the 180 in the gambling markets &amp; equity markets towards a pro-Trump outcome 24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college &amp; more 41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020 50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses 55:40 Mid-show predictions, Jason goes off on Trump 1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger 1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns 1:38:24 Reviewing the race swing state by swing state 1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture &amp; more 1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders 2:00:43 Reconciling middle America &amp; the coastal elites, respecting each other's differences, understanding Prop 22 2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation 2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy 2:34:32 Jason &amp; Sacks debate Russian election interference legitimacy 2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios &amp; more 2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden's election night address]]></itunes:summary><itunes:duration>10798</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E10: Twitter &amp; Facebook botch censorship (again), the publisher vs. distributor debate &amp; more</title><link>https://www.spreaker.com/episode/e10-twitter-facebook-botch-censorship-again-the-publisher-vs-distributor-debate-more--75246903</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Sacks' blog post on Section 230: <a href="https://medium.com/craft-ventures/rip-section-230-1112dfad3fac" target="_blank" rel="noreferrer noopener">https://medium.com/craft-ventures/rip-section-230-1112dfad3fac</a> Referenced in the show: NY Post Hunter Biden Story <a href="https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/" target="_blank" rel="noreferrer noopener"> https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/</a> Twitter's explanation for censoring it <a href="https://twitter.com/TwitterSafety/status/1316525303930458115" target="_blank" rel="noreferrer noopener">https://twitter.com/TwitterSafety/status/1316525303930458115</a> Facebook's explanation for censoring it <a href="https://twitter.com/andymstone/status/1316395902479872000" target="_blank" rel="noreferrer noopener">https://twitter.com/andymstone/status/1316395902479872000</a> Updated CDC survival rates <a href="https://twitter.com/adam_creighton/status/1308652790823051264?s=21" target="_blank" rel="noreferrer noopener"> https://twitter.com/adam_creighton/status/1308652790823051264?s=21</a> Show Notes: 0:00 The besties catch up on the news 1:29 NY Post Hunter Biden story &amp; censorship by Twitter/Facebook 7:27 What is section 230 &amp; how does it play into the publisher vs. distributor debate 13:23 Distinguishing between publishers &amp; distributors 28:30 Why Twitter &amp; Facebook's actions with the NY Post were a huge blunder &amp; crossed a line, should the laws be rewritten? 37:21 Trump beats COVID, what that means for better treatment options, dueling town halls 46:14 Sacks explains his stance on Prop 13 &amp; Zuckerberg's pro-Prop 15 lobbying 54:34 Thoughts on Amy Coney Barrett &amp; Biden's large lead in the polls]]></description><guid isPermaLink="false">ba990853-406b-4521-bb5c-ed00b802922f</guid><pubDate>Fri, 16 Oct 2020 02:13:19 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246903/allin_e010.mp3" length="46218510" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Sacks' blog post on Section 230:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Sacks' blog post on Section 230: <a href="https://medium.com/craft-ventures/rip-section-230-1112dfad3fac" target="_blank" rel="noreferrer noopener">https://medium.com/craft-ventures/rip-section-230-1112dfad3fac</a> Referenced in the show: NY Post Hunter Biden Story <a href="https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/" target="_blank" rel="noreferrer noopener"> https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/</a> Twitter's explanation for censoring it <a href="https://twitter.com/TwitterSafety/status/1316525303930458115" target="_blank" rel="noreferrer noopener">https://twitter.com/TwitterSafety/status/1316525303930458115</a> Facebook's explanation for censoring it <a href="https://twitter.com/andymstone/status/1316395902479872000" target="_blank" rel="noreferrer noopener">https://twitter.com/andymstone/status/1316395902479872000</a> Updated CDC survival rates <a href="https://twitter.com/adam_creighton/status/1308652790823051264?s=21" target="_blank" rel="noreferrer noopener"> https://twitter.com/adam_creighton/status/1308652790823051264?s=21</a> Show Notes: 0:00 The besties catch up on the news 1:29 NY Post Hunter Biden story &amp; censorship by Twitter/Facebook 7:27 What is section 230 &amp; how does it play into the publisher vs. distributor debate 13:23 Distinguishing between publishers &amp; distributors 28:30 Why Twitter &amp; Facebook's actions with the NY Post were a huge blunder &amp; crossed a line, should the laws be rewritten? 37:21 Trump beats COVID, what that means for better treatment options, dueling town halls 46:14 Sacks explains his stance on Prop 13 &amp; Zuckerberg's pro-Prop 15 lobbying 54:34 Thoughts on Amy Coney Barrett &amp; Biden's large lead in the polls]]></itunes:summary><itunes:duration>3852</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E9: Trump has COVID, First debate reactions, Coinbase letter response &amp; more</title><link>https://www.spreaker.com/episode/e9-trump-has-covid-first-debate-reactions-coinbase-letter-response-more--75247011</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Referenced in the show: Brian Armstrong's Blog - Coinbase is a mission focused company <a href="https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804</a> President Trump's medical treatment <a href="https://twitter.com/Jason/status/1312126100286271488" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1312126100286271488</a> Show Notes: 0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society &amp; the election 9:06 What treatment is Trump receiving &amp; is it scalable to everyone? Is this the future of disease mitigation? 16:55 What happens to the election if Trump is incapacitated &amp; cannot run? 20:36 Debate reaction - who won, who misfired? 29:05 Live reaction to Trump being flown to Walter Reed hospital 30:43 Has the economy began to separate from political influence? 36:25 Reflection on the execution &amp; reaction to Coinbase CEO Brian Armstrong's letter 41:19 How Chamath would have reframed the letter, how Slack &amp; company forums have platformed non-work discourse inside companies 49:30 Reflection on Jack Dorsey &amp; Dick Costolo's reaction, what this means for Coinbase going forward 59:04 Predictions for 2021]]></description><guid isPermaLink="false">c9c62786-b1fd-4bec-b1fc-19e44dfc8427</guid><pubDate>Sat, 03 Oct 2020 02:58:42 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75247011/allin_e009.mp3" length="48636854" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Referenced in the show: Brian...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" target="_blank" rel="noreferrer noopener">https://linktr.ee/allinpodcast</a> Referenced in the show: Brian Armstrong's Blog - Coinbase is a mission focused company <a href="https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804" target="_blank" rel="noreferrer noopener"> https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804</a> President Trump's medical treatment <a href="https://twitter.com/Jason/status/1312126100286271488" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason/status/1312126100286271488</a> Show Notes: 0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society &amp; the election 9:06 What treatment is Trump receiving &amp; is it scalable to everyone? Is this the future of disease mitigation? 16:55 What happens to the election if Trump is incapacitated &amp; cannot run? 20:36 Debate reaction - who won, who misfired? 29:05 Live reaction to Trump being flown to Walter Reed hospital 30:43 Has the economy began to separate from political influence? 36:25 Reflection on the execution &amp; reaction to Coinbase CEO Brian Armstrong's letter 41:19 How Chamath would have reframed the letter, how Slack &amp; company forums have platformed non-work discourse inside companies 49:30 Reflection on Jack Dorsey &amp; Dick Costolo's reaction, what this means for Coinbase going forward 59:04 Predictions for 2021]]></itunes:summary><itunes:duration>4053</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E8: TikTok + Oracle, how privacy loss will impact society, economy &amp; COVID outlooks for 2021 &amp; beyond, California wildfires &amp; more</title><link>https://www.spreaker.com/episode/e8-tiktok-oracle-how-privacy-loss-will-impact-society-economy-covid-outlooks-for-2021-beyond-california-wildfires-more--75246908</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://bio.fm/theallinpod" target="_blank" rel="noreferrer noopener">https://bio.fm/theallinpod</a> Articles referenced in the show: America Needs to Lock Down Again: <a href="https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again" target="_blank" rel="noreferrer noopener"> https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again</a> A Taxonomy of Fear: <a href="https://www.persuasion.community/p/a-taxonomy-of-fear" target="_blank" rel="noreferrer noopener">https://www.persuasion.community/p/a-taxonomy-of-fear</a> NuScale Power Article: <a href="https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval" target="_blank" rel="noreferrer noopener"> https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval</a> Running Tide Article: <a href="https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor" target="_blank" rel="noreferrer noopener"> https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor</a> Show Notes: 0:00 The besties talk about the bestie reunion mishap, the Code 13 story &amp; more 5:42 TikTok + Oracle, is the escalation between China &amp; US a slippery slope, security threats created by modern software 15:01 What's the bigger picture of the TikTok debate, what policy could be enacted 20:13 The emerging market for guaranteed privacy &amp; how this impacts society 27:43 State of the US economy, is there a permanent unemployed class &amp; could there be a second wave of lockdowns? 37:44 COVID outlooks for 2021 &amp; beyond, innovations in rapid testing 46:22 Trump's COVID response, Trump vs. Biden, shrinking impact of the executive branch 55:11 California wildfires, politicization of global warming, financial incentives to solving climate change 1:08:28 Practical ways to impact global warming &amp; the carbon crisis 1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism &amp; contamination by association 1:18:58 Could Trump being re-elected eliminate the two-party system?]]></description><guid isPermaLink="false">078d55ad-352d-495e-91b8-6c8391b193a3</guid><pubDate>Sat, 19 Sep 2020 04:23:35 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246908/allin_e008.mp3" length="60807345" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/theallinpod Articles referenced in the show: America...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://bio.fm/theallinpod" target="_blank" rel="noreferrer noopener">https://bio.fm/theallinpod</a> Articles referenced in the show: America Needs to Lock Down Again: <a href="https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again" target="_blank" rel="noreferrer noopener"> https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again</a> A Taxonomy of Fear: <a href="https://www.persuasion.community/p/a-taxonomy-of-fear" target="_blank" rel="noreferrer noopener">https://www.persuasion.community/p/a-taxonomy-of-fear</a> NuScale Power Article: <a href="https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval" target="_blank" rel="noreferrer noopener"> https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval</a> Running Tide Article: <a href="https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor" target="_blank" rel="noreferrer noopener"> https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor</a> Show Notes: 0:00 The besties talk about the bestie reunion mishap, the Code 13 story &amp; more 5:42 TikTok + Oracle, is the escalation between China &amp; US a slippery slope, security threats created by modern software 15:01 What's the bigger picture of the TikTok debate, what policy could be enacted 20:13 The emerging market for guaranteed privacy &amp; how this impacts society 27:43 State of the US economy, is there a permanent unemployed class &amp; could there be a second wave of lockdowns? 37:44 COVID outlooks for 2021 &amp; beyond, innovations in rapid testing 46:22 Trump's COVID response, Trump vs. Biden, shrinking impact of the executive branch 55:11 California wildfires, politicization of global warming, financial incentives to solving climate change 1:08:28 Practical ways to impact global warming &amp; the carbon crisis 1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism &amp; contamination by association 1:18:58 Could Trump being re-elected eliminate the two-party system?]]></itunes:summary><itunes:duration>5067</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E7: California's collapse, how SPACs are opening the markets for growth stocks &amp; more</title><link>https://www.spreaker.com/episode/e7-california-s-collapse-how-spacs-are-opening-the-markets-for-growth-stocks-more--75247185</link><description><![CDATA[Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/theallinpod Bestie recommendations: <br /> Chamath: <br /> <a href="https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792</a> <br /> Sacks:<br /> <a href="https://taibbi.substack.com/" target="_blank" rel="noreferrer noopener">https://taibbi.substack.com/</a> <br /> <a href="https://andrewsullivan.substack.com/" target="_blank" rel="noreferrer noopener">https://andrewsullivan.substack.com/</a> <br /> Friedberg: <br /> <a href="https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766" target="_blank" rel="noreferrer noopener">https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766</a> <br /> <a href="https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&amp;keywords=john+d+rockefeller+titan&amp;qid=1599625893&amp;s=books&amp;sr=1-1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&amp;keywords=john+d+rockefeller+titan&amp;qid=1599625893&amp;s=books&amp;sr=1-1</a> <br /> Jason: <br /> <a href="https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&amp;keywords=the+fish+that+ate+the+whale&amp;qid=1599625909&amp;s=books&amp;sr=1-1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&amp;keywords=the+fish+that+ate+the+whale&amp;qid=1599625909&amp;s=books&amp;sr=1-1</a> <br /> <a href="https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&amp;keywords=i+love+capitalism&amp;qid=1599626013&amp;sr=8-1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&amp;keywords=i+love+capitalism&amp;qid=1599626013&amp;sr=8-1</a>   0:00 The gang recap their summers <br /> 6:43 Is California collapsing? Why or why not? Has the one-party system failed? <br /> 14:05 Understanding the bureaucratic side of California's problem <br /> 20:37 AB-5 &amp; the working rights of freelancers <br /> 27:11 How would AB-5 passing impact Uber &amp; Lyft's long-term profitability &amp; consumer experience, could franchising fix this? <br /> 34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing <br /> 46:13 Chamath on the most important economic event of the last decade &amp; why he is now bullish on the market <br /> 50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks <br /> 1:01:23 Election talk - who is in the lead ahead of the first debate? <br /> 1:12:21 Bestie recommendations]]></description><guid isPermaLink="false">91f83f4c-0c36-4bc0-9ce3-34e7a5166df7</guid><pubDate>Wed, 09 Sep 2020 04:44:52 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75247185/allin_e007.mp3" length="54906738" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/theallinpod Bestie recommendations: 
 Chamath:...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/theallinpod Bestie recommendations: <br /> Chamath: <br /> <a href="https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792</a> <br /> Sacks:<br /> <a href="https://taibbi.substack.com/" target="_blank" rel="noreferrer noopener">https://taibbi.substack.com/</a> <br /> <a href="https://andrewsullivan.substack.com/" target="_blank" rel="noreferrer noopener">https://andrewsullivan.substack.com/</a> <br /> Friedberg: <br /> <a href="https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766" target="_blank" rel="noreferrer noopener">https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766</a> <br /> <a href="https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&amp;keywords=john+d+rockefeller+titan&amp;qid=1599625893&amp;s=books&amp;sr=1-1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&amp;keywords=john+d+rockefeller+titan&amp;qid=1599625893&amp;s=books&amp;sr=1-1</a> <br /> Jason: <br /> <a href="https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&amp;keywords=the+fish+that+ate+the+whale&amp;qid=1599625909&amp;s=books&amp;sr=1-1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&amp;keywords=the+fish+that+ate+the+whale&amp;qid=1599625909&amp;s=books&amp;sr=1-1</a> <br /> <a href="https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&amp;keywords=i+love+capitalism&amp;qid=1599626013&amp;sr=8-1" target="_blank" rel="noreferrer noopener"> https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&amp;keywords=i+love+capitalism&amp;qid=1599626013&amp;sr=8-1</a>   0:00 The gang recap their summers <br /> 6:43 Is California collapsing? Why or why not? Has the one-party system failed? <br /> 14:05 Understanding the bureaucratic side of California's problem <br /> 20:37 AB-5 &amp; the working rights of freelancers <br /> 27:11 How would AB-5 passing impact Uber &amp; Lyft's long-term profitability &amp; consumer experience, could franchising fix this? <br /> 34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing <br /> 46:13 Chamath on the most important economic event of the last decade &amp; why he is now bullish on the market <br /> 50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks <br /> 1:01:23 Election talk - who is in the lead ahead of the first debate? <br /> 1:12:21 Bestie recommendations]]></itunes:summary><itunes:duration>4576</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E6: Big Tech antitrust aftermath, potential effects of an M&amp;A clampdown on Silicon Valley &amp; more</title><link>https://www.spreaker.com/episode/e6-big-tech-antitrust-aftermath-potential-effects-of-an-m-a-clampdown-on-silicon-valley-more--75246897</link><description><![CDATA[Follow the crew:<br /> https://twitter.com/chamath<br /> https://linktr.ee/calacanis<br /> https://twitter.com/DavidSacks<br /> https://twitter.com/friedberg Follow the pod:<br /> https://twitter.com/theallinpod<br /> https://bio.fm/theallinpod Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U]]></description><guid isPermaLink="false">8de022d4-75af-4fcb-ae2a-0cf60cc13f2d</guid><pubDate>Fri, 31 Jul 2020 23:30:34 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246897/allin_e006.mp3" length="67811451" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew:
 https://twitter.com/chamath
 https://linktr.ee/calacanis
 https://twitter.com/DavidSacks
 https://twitter.com/friedberg Follow the pod:
 https://twitter.com/theallinpod
 https://bio.fm/theallinpod Jason's recent Big Tech antitrust...</itunes:subtitle><itunes:summary><![CDATA[Follow the crew:<br /> https://twitter.com/chamath<br /> https://linktr.ee/calacanis<br /> https://twitter.com/DavidSacks<br /> https://twitter.com/friedberg Follow the pod:<br /> https://twitter.com/theallinpod<br /> https://bio.fm/theallinpod Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U]]></itunes:summary><itunes:duration>5651</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency</title><link>https://www.spreaker.com/episode/e5-who-s-incompetence-kicking-off-cold-war-ii-china-s-grand-plan-100x-ing-america-s-efficiency--75246906</link><description><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://bio.fm/theallinpod" target="_blank" rel="noreferrer noopener">https://bio.fm/theallinpod</a>]]></description><guid isPermaLink="false">f05a02dc-0bd4-4cdd-a3e8-f35223ea1d46</guid><pubDate>Sat, 11 Jul 2020 02:14:44 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246906/allin_e005.mp3" length="66235917" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/theallinpod</itunes:subtitle><itunes:summary><![CDATA[Follow the crew: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" target="_blank" rel="noreferrer noopener">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" target="_blank" rel="noreferrer noopener">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" target="_blank" rel="noreferrer noopener">https://twitter.com/theallinpod</a> <a href="https://bio.fm/theallinpod" target="_blank" rel="noreferrer noopener">https://bio.fm/theallinpod</a>]]></itunes:summary><itunes:duration>5520</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech &amp; more with David Sacks &amp; David Friedber</title><link>https://www.spreaker.com/episode/e4-politicizing-the-pandemic-police-reform-biden-s-ideal-vp-twitter-vs-facebook-on-free-speech-more-with-david-sacks-david-friedber--75247081</link><description><![CDATA[Follow @chamath: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> Follow @jason: <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> 0:01 Jason checks in on Chamath, Sacks &amp; Friedberg, opening up their social circles, outdoor activities &amp; more 9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns &amp; more <br /> 20:56 Viral videos, doxxing bad behavior &amp; cancel culture <br /> 25:39 Reforming law enforcement, separating police from the military, changing police incentives <br /> 36:42 Are public unions too powerful? How a lack of leadership has led us here <br /> 41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression <br /> 59:24 John Bolton's book controversy <br /> 1:03:14 Movements in the COVID vaccine space <br /> 1:07:38 Trump vs. Biden: Who has the upper hand? <br /> 1:14:24 Who should Biden pick as VP?]]></description><guid isPermaLink="false">d69dcf6f-e95f-4e6f-b331-3a7acbc4ade4</guid><pubDate>Sat, 20 Jun 2020 01:15:25 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75247081/allin_e004.mp3" length="56765634" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason checks in on Chamath, Sacks &amp;amp; Friedberg, opening up their social circles, outdoor activities &amp;amp; more 9:31 Issues with...</itunes:subtitle><itunes:summary><![CDATA[Follow @chamath: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> Follow @jason: <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> 0:01 Jason checks in on Chamath, Sacks &amp; Friedberg, opening up their social circles, outdoor activities &amp; more 9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns &amp; more <br /> 20:56 Viral videos, doxxing bad behavior &amp; cancel culture <br /> 25:39 Reforming law enforcement, separating police from the military, changing police incentives <br /> 36:42 Are public unions too powerful? How a lack of leadership has led us here <br /> 41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression <br /> 59:24 John Bolton's book controversy <br /> 1:03:14 Movements in the COVID vaccine space <br /> 1:07:38 Trump vs. Biden: Who has the upper hand? <br /> 1:14:24 Who should Biden pick as VP?]]></itunes:summary><itunes:duration>4730</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E3: Modern Cold War between US &amp; China, economic recovery, potential mass migration out of San Francisco, pandemic politicization &amp; more wit</title><link>https://www.spreaker.com/episode/e3-modern-cold-war-between-us-china-economic-recovery-potential-mass-migration-out-of-san-francisco-pandemic-politicization-more-wit--75246834</link><description><![CDATA[Follow @chamath: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> Follow @jason: <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <br /> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> 0:01 Jason &amp; Chamath intro David Sacks &amp; David Friedberg <br /> 1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table &amp; is excited for shelter-in-place to end, Friedberg is getting back into a rhythm <br /> 8:04 Chamath &amp; Sacks reflect on the coming return to normalcy &amp; politicization of the virus <br /> 12:41 Sacks on 3 major data-driven discoveries about the virus <br /> 15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus <br /> 19:32 Getting back to work <br /> 21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like <br /> 28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war <br /> 34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks <br /> 37:57 Sacks on potential resorting of the Bay Area &amp; Silicon Valley due to remote work <br /> 41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people <br /> 45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats <br /> 49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues <br /> 53:46 Sacks on US/China relationship, how US can penalize China <br /> 59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions]]></description><guid isPermaLink="false">c6dbf0c6-e45b-4b48-97bd-9b29401c9322</guid><pubDate>Thu, 21 May 2020 05:17:29 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246834/allin_e003.mp3" length="47965019" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason 
 https://linktr.ee/calacanis 0:01 Jason &amp;amp; Chamath intro David Sacks &amp;amp; David Friedberg 
 1:15 Everybody gives their quarantine update: Sacks is in Mexico...</itunes:subtitle><itunes:summary><![CDATA[Follow @chamath: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> Follow @jason: <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a> <br /> <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> 0:01 Jason &amp; Chamath intro David Sacks &amp; David Friedberg <br /> 1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table &amp; is excited for shelter-in-place to end, Friedberg is getting back into a rhythm <br /> 8:04 Chamath &amp; Sacks reflect on the coming return to normalcy &amp; politicization of the virus <br /> 12:41 Sacks on 3 major data-driven discoveries about the virus <br /> 15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus <br /> 19:32 Getting back to work <br /> 21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like <br /> 28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war <br /> 34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks <br /> 37:57 Sacks on potential resorting of the Bay Area &amp; Silicon Valley due to remote work <br /> 41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people <br /> 45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats <br /> 49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues <br /> 53:46 Sacks on US/China relationship, how US can penalize China <br /> 59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions]]></itunes:summary><itunes:duration>3997</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression &amp; more with David Sacks</title><link>https://www.spreaker.com/episode/e2-rebooting-the-economy-understanding-corporate-debt-steps-to-avoid-a-depression-more-with-david-sacks--75246960</link><description><![CDATA[Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason<br /> https://linktr.ee/calacanis 0:01 Jason &amp; Chamath catch us up on their quarantines <br /> 1:20 Chamath intros David Sacks <br /> 4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath &amp; himself fall on the optimistic/pessimistic spectrum <br /> 6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response? <br /> 12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated? <br /> 19:33 Culture clash between scientific experts &amp; entrepreneurs, thoughts on Chloroquine as a treatment method <br /> 27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump? <br /> 30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression? <br /> 36:22 Chamath &amp; Jason assess David's plan <br /> 43:21 Have the stimulus packages &amp; SMB loans been enough? Will the trickle-down approach work? <br /> 49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not? <br /> 52:02 Chamath explains how corporate debt works through the lens of Ford <br /> 56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues? <br /> 1:02:17 Trump vs. Biden: who has the edge in 2020 right now? <br /> 1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?]]></description><guid isPermaLink="false">3cd7f334-73e2-4b3d-9188-767d8845a52e</guid><pubDate>Sat, 11 Apr 2020 01:54:35 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246960/allin_e002.mp3" length="52984452" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason
 https://linktr.ee/calacanis 0:01 Jason &amp;amp; Chamath catch us up on their quarantines 
 1:20 Chamath intros David Sacks 
 4:40 David explains what their poker group...</itunes:subtitle><itunes:summary><![CDATA[Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason<br /> https://linktr.ee/calacanis 0:01 Jason &amp; Chamath catch us up on their quarantines <br /> 1:20 Chamath intros David Sacks <br /> 4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath &amp; himself fall on the optimistic/pessimistic spectrum <br /> 6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response? <br /> 12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated? <br /> 19:33 Culture clash between scientific experts &amp; entrepreneurs, thoughts on Chloroquine as a treatment method <br /> 27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump? <br /> 30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression? <br /> 36:22 Chamath &amp; Jason assess David's plan <br /> 43:21 Have the stimulus packages &amp; SMB loans been enough? Will the trickle-down approach work? <br /> 49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not? <br /> 52:02 Chamath explains how corporate debt works through the lens of Ford <br /> 56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues? <br /> 1:02:17 Trump vs. Biden: who has the edge in 2020 right now? <br /> 1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?]]></itunes:summary><itunes:duration>4415</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E1: US Response to COVID-19 &amp; Impact on Startups, Venture Capital &amp; Public Markets with David Friedberg</title><link>https://www.spreaker.com/episode/e1-us-response-to-covid-19-impact-on-startups-venture-capital-public-markets-with-david-friedberg--75247071</link><description><![CDATA[Follow @chamath: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> Follow @jason: <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a>   <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> 0:01 Jason &amp; Chamath intro David and check in on each other's quarantines <br /> 2:26 Has the US overreacted or underreacted so far? David &amp; Chamath give their opinions on new directives &amp; statistics <br /> 13:15 Thoughts on potential treatment options &amp; policy changes <br /> 22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time <br /> 25:03 Should the US adopt Chinese &amp; South Korean quarantine strategies? <br /> 29:53 What do the current market conditions mean for startups &amp; VC? <br /> 41:24 Chamath explains what is currently happening in the capital markets <br /> 45:05 How close is the US on being able to do mass-testing? <br /> 54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy <br /> 1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens? <br /> 1:12:10 COVID-19 exposing holes in the US healthcare system <br /> 1:17:44 Should we ban wet markets globally? <br /> 1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again <br /> 1:28:18 When will the weekly poker game resume?]]></description><guid isPermaLink="false">70a308eb-7290-4f51-8318-79ee0037f8a1</guid><pubDate>Thu, 19 Mar 2020 01:16:53 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75247071/allin_e001.mp3" length="65698909" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason   https://linktr.ee/calacanis 0:01 Jason &amp;amp; Chamath intro David and check in on each other's quarantines 
 2:26 Has the US overreacted or underreacted so far?...</itunes:subtitle><itunes:summary><![CDATA[Follow @chamath: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> Follow @jason: <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a>   <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a> 0:01 Jason &amp; Chamath intro David and check in on each other's quarantines <br /> 2:26 Has the US overreacted or underreacted so far? David &amp; Chamath give their opinions on new directives &amp; statistics <br /> 13:15 Thoughts on potential treatment options &amp; policy changes <br /> 22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time <br /> 25:03 Should the US adopt Chinese &amp; South Korean quarantine strategies? <br /> 29:53 What do the current market conditions mean for startups &amp; VC? <br /> 41:24 Chamath explains what is currently happening in the capital markets <br /> 45:05 How close is the US on being able to do mass-testing? <br /> 54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy <br /> 1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens? <br /> 1:12:10 COVID-19 exposing holes in the US healthcare system <br /> 1:17:44 Should we ban wet markets globally? <br /> 1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again <br /> 1:28:18 When will the weekly poker game resume?]]></itunes:summary><itunes:duration>5475</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>E0: COVID-19 Political, Economic &amp; Social Ramifications featuring David Friedberg</title><link>https://www.spreaker.com/episode/e0-covid-19-political-economic-social-ramifications-featuring-david-friedberg--75246949</link><description><![CDATA[Follow @chamath: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> Follow @jason: <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a>   <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a>   0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine <br /> 0:55 Jason intros David Friedberg <br /> 1:35 Chamath gives the inaugural (&amp; potentially final) All-In ad read <br /> 2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing &amp; uncoordinated actions of government &amp; private sectors <br /> 4:37 Why was the US so slow to react on both an individual &amp; governmental level? What did the OpenTable data show? <br /> 9:03 David explains the actions he would take if he was president <br /> 12:37 Thoughts on Trump's private sector involvement <br /> 16:58 Has the press failed in its coverage, or are they just feeding people what they want? <br /> 23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India? <br /> 37:20 How the COVID-19 viral coefficient compares to the early days of Facebook's numbers <br /> 40:26 Chances of Trump testing positive for the virus? What effect would that have on markets? <br /> 48:53 What should we do differently next time? <br /> 53:13 Will there both more deaths due to second order effects of the virus than direct deaths? <br /> 1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run? <br /> 1:11:26 Chances of a quick resolution? <br /> 1:16:48 How are Jason &amp; Chamath advising their portfolio companies? How are IPO's of companies like Airbnb &amp; DoorDash being effected? <br /> 1:21:17 How to approach the next year in startups &amp; VC?]]></description><guid isPermaLink="false">b3274b9a-8137-47d4-9634-52f6783ca776</guid><pubDate>Sun, 15 Mar 2020 02:04:09 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75246949/allin_e000.mp3" length="64022831" type="audio/mpeg"/><itunes:author>gasder</itunes:author><itunes:subtitle>Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason   https://linktr.ee/calacanis   0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine 
 0:55 Jason intros David Friedberg...</itunes:subtitle><itunes:summary><![CDATA[Follow @chamath: <a href="https://twitter.com/chamath" target="_blank" rel="noreferrer noopener">https://twitter.com/chamath</a> Follow @jason: <a href="https://twitter.com/Jason" target="_blank" rel="noreferrer noopener">https://twitter.com/Jason</a>   <a href="https://linktr.ee/calacanis" target="_blank" rel="noreferrer noopener">https://linktr.ee/calacanis</a>   0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine <br /> 0:55 Jason intros David Friedberg <br /> 1:35 Chamath gives the inaugural (&amp; potentially final) All-In ad read <br /> 2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing &amp; uncoordinated actions of government &amp; private sectors <br /> 4:37 Why was the US so slow to react on both an individual &amp; governmental level? What did the OpenTable data show? <br /> 9:03 David explains the actions he would take if he was president <br /> 12:37 Thoughts on Trump's private sector involvement <br /> 16:58 Has the press failed in its coverage, or are they just feeding people what they want? <br /> 23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India? <br /> 37:20 How the COVID-19 viral coefficient compares to the early days of Facebook's numbers <br /> 40:26 Chances of Trump testing positive for the virus? What effect would that have on markets? <br /> 48:53 What should we do differently next time? <br /> 53:13 Will there both more deaths due to second order effects of the virus than direct deaths? <br /> 1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run? <br /> 1:11:26 Chances of a quick resolution? <br /> 1:16:48 How are Jason &amp; Chamath advising their portfolio companies? How are IPO's of companies like Airbnb &amp; DoorDash being effected? <br /> 1:21:17 How to approach the next year in startups &amp; VC?]]></itunes:summary><itunes:duration>5335</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/baa60f6eb33e6004423800290f94d950.jpg"/><itunes:episodeType>full</itunes:episodeType></item></channel></rss>
