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

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

(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 & Christie solidify positions

(1:39:46) Vivek's comments on the Climate Agenda

(1:47:07) Prigozhin crash

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:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/friedberg/status/1694506279954526487

https://twitter.com/DavidSacks/status/1693441068036169785

https://twitter.com/chamath/status/1693524941721731189

https://www.wine.com/product/21-seeds-tequila-trio/633617

https://www.villadeste.com

https://www.google.com/finance/quote/NVDA:NASDAQ

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024

https://companiesmarketcap.com

https://twitter.com/chamath/status/1694457666289225776

https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month

https://prospect.org/features/great-telecom-implosion

https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california

https://twitter.com/OpenAI/status/1694062483462594959

https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates

https://twitter.com/nathanbenaich/status/1694073194351648932

https://commoncrawl.org/about/team

https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html

https://twitter.com/twistartups/status/1694399138194952363

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm

https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation

https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval

https://www.stonealgo.com

https://youtu.be/f51Yd9h9ZXo

https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi

https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html

https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll

Jaksot(349)

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

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....

18 Kesä 20211h 27min

E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more

E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more

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....

13 Kesä 20211h 35min

E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover

E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover

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....

31 Touko 20211h 8min

E33: Apple's hypocrisy, America's math failure, crypto's regulatory correction, Clubhouse's future, UFOs & more

E33: Apple's hypocrisy, America's math failure, crypto's regulatory correction, Clubhouse's future, UFOs & more

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....

22 Touko 20211h 30min

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more

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....

13 Touko 20211h 23min

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more

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....

1 Touko 20211h 21min

E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more

E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more

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....

23 Huhti 20211h 23min

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

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/...

17 Huhti 20211h 18min

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