E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

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/MikeSylvan

Referenced in the show:

WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins

https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997

The Changing World Order by Ray Dalio

Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity

https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/

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 & local prosecution in SF & 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&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

Episoder(347)

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

(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, B...

22 Des 202556min

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

(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 int...

19 Des 20251h 30min

Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

(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...

13 Des 20251h 38min

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

(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 sociali...

6 Des 20251h 14min

Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game

Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game

(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 ...

26 Nov 202538min

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

(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...

22 Nov 20251h 1min

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

(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...

14 Nov 202555min

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

(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...

7 Nov 20251h 27min

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