E7: California's collapse, how SPACs are opening the markets for growth stocks & more

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

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:


https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792


Sacks:
https://taibbi.substack.com/


https://andrewsullivan.substack.com/


Friedberg:


https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766


https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1


Jason:


https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1


https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1

0:00 The gang recap their summers


6:43 Is California collapsing? Why or why not? Has the one-party system failed?


14:05 Understanding the bureaucratic side of California's problem


20:37 AB-5 & the working rights of freelancers


27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?


34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing


46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market


50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks


1:01:23 Election talk - who is in the lead ahead of the first debate?


1:12:21 Bestie recommendations

Jaksot(357)

Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"

Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"

(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 "cen...

22 Tammi 45min

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(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 ...

21 Tammi 32min

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

(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 (31:1...

17 Tammi 1h 10min

Supercharging a New FDA: Marty Makary on Science, Power & Patients

Supercharging a New FDA: Marty Makary on Science, Power & Patients

(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 saf...

15 Tammi 1h 29min

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

(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) DE...

13 Tammi 1h 9min

All-In's 2026 Predictions

All-In's 2026 Predictions

(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) ...

10 Tammi 1h 31min

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

(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 wa...

9 Tammi 1h 27min

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

(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 g...

8 Tammi 51min

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