Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
All-In with Chamath, Jason, Sacks & Friedberg8 Okt 2025

Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

(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!

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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. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

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Intro Music Credit:

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Episoder(353)

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

(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 start...

7 Apr 20231h 27min

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

(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...

31 Mar 20231h 24min

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

(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 s...

24 Mar 20231h 34min

E120: Banking crisis and the great VC reset

E120: Banking crisis and the great VC reset

(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 ...

17 Mar 20231h 30min

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

(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 backsto...

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E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

(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, inter...

3 Mar 20231h 56min

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

(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 is...

24 Feb 20231h 31min

E116: Toxic out-of-control trains, regulators, and AI

E116: Toxic out-of-control trains, regulators, and AI

(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 cha...

17 Feb 20231h 31min

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