E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

(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!:

https://twitter.com/domdalmatico

https://www.mattiacaruso.com

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/DavidSacks/status/1684176015948488704

https://www.youtube.com/watch?v=sPelOnd7Sik

https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many

https://twitter.com/jason/status/1681985828820766720

https://twitter.com/chamath/status/1679765658517610496

https://twitter.com/chamath/status/1679935918164135936

https://arxiv.org/pdf/2307.12008.pdf

Episoder(363)

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

(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 sc...

9 Mar 1h 3min

Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom

Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom

(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 an...

7 Mar 47min

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

(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) Isr...

6 Mar 1h 22min

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome

(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 Abo...

3 Mar 49min

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

(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 ...

28 Feb 1h 21min

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

(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 t...

20 Feb 1h 47min

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

(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 i...

13 Feb 1h 13min

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

(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) ...

10 Feb 1h 57min

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