All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey   Follow the besties: https://twitter.com/chamath https://twitter.com/Jason 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/SpeakerJohnson/status/1745642200866738254 https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12 https://twitter.com/DavidSacks/status/1745723423396118593 https://twitter.com/DavidSacks/status/1745604701654298826 https://www.imdb.com/title/tt0120885 https://twitter.com/Jason/status/1745514413782917262 https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12 https://layoffs.fyi https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m https://twitter.com/karrisaarinen/status/1743398553500971331 https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277 https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080 https://twitter.com/chamath/status/1744414462986375440 https://twitter.com/coffeewithone/status/1744488896766042277 https://twitter.com/chamath/status/1745542094696145103 https://once.com https://twitter.com/jasonlk/status/1745552662572208473 https://twitter.com/MattWalshBlog/status/1742583950944432607 https://www.oscars.org/awards/representation-and-inclusion-standards https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html https://www.nytimes.com/2022/04/23/business/pilots-diversity.html https://twitter.com/Jason/status/1735164131806986441 https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy

13 Jan 20241h 38min

(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner (32:08) 2024's Biggest Business Loser (37:31) 2024's Biggest Business Deal (41:15) 2024's Most Contrarian Belief (51:18) 2024's Best-Performing Asset (56:46) 2024's Worst-Performing Asset (1:06:14) 2024's Most Anticipated Trend (1:12:28) 2024's Most Anticipated Media (1:22:28) Emotional condition heading into 2024 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason 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://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill https://news.gallup.com/poll/512135/support-third-political-party.aspx https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541 https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06 https://www.facebook.com/watch/?v=853724306532726 https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624 https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415 https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high https://www.anduril.com/roadrunner https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://twitter.com/CeciliaZin/status/1740109465918328844 https://www.nytimes.com/2023/09/06/business/china-car-exports.html https://img.caixin.com//2023-04-14/168147450347265.jpg https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211 https://www.google.com/finance/quote/URA:NYSEARCA https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran https://www.imdb.com/title/tt9218128 https://www.imdb.com/title/tt13016388 https://www.imdb.com/title/tt11198330 https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266

6 Jan 20241h 27min

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Business Loser (30:32) Biggest Business Surprise (35:57) Best Science Breakthrough (40:30) Biggest Flash in the Pan (42:34) Best CEO (44:53) Best Investor (47:07) Best Turnaround (50:04) Worst Company (54:21) Best Meme (56:53) Best New Tech (59:57) Best Trend (1:02:12) Worst Trend (1:07:42) Favorite Media (1:12:40) The Rudy Giuliani Award for Self-Immolation (1:17:02) Final Thoughts Follow the besties: https://twitter.com/chamath https://twitter.com/Jason 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://time.com/person-of-the-year-2022-volodymyr-zelensky https://time.com/6329188/ukraine-volodymyr-zelensky-interview https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll https://news.gallup.com/poll/512135/support-third-political-party.aspx https://twitter.com/joosteninvestor/status/1737207130111819896 https://www.google.com/finance/quote/MSFT:NASDAQ https://www.google.com/finance/quote/UBER:NYSE https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995 https://www.google.com/finance/quote/META:NASDAQ https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83 https://twitter.com/NASA/status/173682682876386142 https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3 https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531 https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647 https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit https://www.google.com/finance/quote/NVDA:NASDAQ https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html https://www.google.com/finance/quote/NVO:NYSE https://coinmarketcap.com/currencies/solana https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d https://twitter.com/RebelNewsOnline/status/1615770518606561282 https://www.reuters.com/article/idUSKBN28H0C7 https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit https://twitter.com/thedailyfriday_/status/1686406249317830656 https://twitter.com/WatcherGuru/status/1730250975578038522/video/1 https://twitter.com/huavancuong1507/status/1737474510868058489 https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions https://twitter.com/exjon/status/1348090383079641091 https://twitter.com/benswann_/status/1737547395766858206 https://twitter.com/chamath/status/1737238320235831546 https://www.imdb.com/title/tt21152040 https://www.imdb.com/title/tt26230388 https://www.youtube.com/@TheDuran https://www.youtube.com/@judgingfreedom https://www.youtube.com/@DanielDavisDeepDive https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797 https://www.youtube.com/@Thebobbialthoff https://www.youtube.com/@ziwe https://goop.com/the-goop-podcast https://www.patreon.com/RedScare https://cafe.com/cafe-insider-feed https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html https://twitter.com/MailOnline/status/1732791280839610390 https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit

29 Des 20231h 22min

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen (35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment (54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages (1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US (1:31:58) Colorado bans Trump from primary ballots Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Ryan: https://twitter.com/typesfast 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://www.flexport.com https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867 https://www.figma.com/blog/figma-adobe-abandon-proposed-merger https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17 https://www.google.com/finance/quote/ADBE:NASDAQ https://www.saasgrid.com https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2 https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html https://cafe.com/cafe-insider-feed https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast

23 Des 20231h 47min

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Axel Springer (35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders (58:25) Alex Jones reinstated on X (1:22:59) Sacks receives an unlikely apology (1:27:32) Besties take two questions from the audience Follow the besties: https://twitter.com/chamath https://twitter.com/Jason 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://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987 https://support.google.com/googleplay/android-developer/answer/112622 https://twitter.com/openai/status/1734940445824937993 https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal https://fairuse.stanford.edu/overview/fair-use/four-factors https://twitter.com/Jason/status/1730035957850833023 https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf https://twitter.com/HansMahncke/status/1735003655697244308 https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html https://twitter.com/BrendanCarrFCC/status/1734780816599703983 https://twitter.com/elonmusk/status/1733529033575465381 https://twitter.com/DrJBhattacharya/status/1602052936921939968 https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f https://twitter.com/TheChiefNerd/status/1733496554701365582 https://twitter.com/Mark60480727/status/1735335623207038994 https://twitter.com/Jason/status/1735164131806986441 https://twitter.com/MomCooksFS/status/1735341157800915278

16 Des 20231h 39min

(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech (1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more (1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Tucker: https://twitter.com/TuckerCarlson 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://rankings.thefire.org/rank https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47 https://academic.oup.com/poq/article-abstract/82/1/135/4868126 https://fred.stlouisfed.org/series/CCLACBW027SBOG https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec https://twitter.com/KobeissiLetter/status/1730607188341624851 https://twitter.com/chamath/status/1718016818118553622 https://www.saastr.com/carta-startup-shutdowns-are-up-237 https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr https://twitter.com/friedberg/status/1732217863975641389 https://ohalogenetics.com https://www.youtube.com/watch?v=K4pX1VAxaAI https://www.youtube.com/watch?v=v5tRc_5-8G4 https://blog.google/technology/ai/google-gemini-ai https://twitter.com/chamath/status/1732482646419403077 https://www.figma.com/templates https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

8 Des 20231h 32min

(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance of rediscovering national alignment (30:53) Why prosperity begets self-destruction, climate change, immigration (59:48) Thoughts on the current political landscape and presidential candidates (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit (1:33:56) Post-interview debrief (1:41:49) Understanding the chaos at OpenAI Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Tucker: https://twitter.com/TuckerCarlson 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: Tucker Carlson segment links: https://twitter.com/talkrealopinion/status/1728139279019188257 https://twitter.com/greg_price11/status/1729991837958414573 https://twitter.com/hansmahncke/status/1730019598064390597 OpenAI segment links: https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board https://twitter.com/btaylor/status/1730030765482938521 https://twitter.com/chamath/status/1726351777581449627 https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22 https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11 http://paulgraham.com/fundraising.html https://openai.com/our-structure

1 Des 20232h 9min

(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground (1:19:30) Post-interview debrief (1:29:12) Xi and Biden meet in San Francisco, Newsom up next? (1:45:00) Science Corner!: DeepMind's new weather forecasting model 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/TalentiGelato/status/487275228952014848 https://www.pinterest.com/pin/491244271857449720 https://designreplace.com/dean-phillips-us-congress https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments https://twitter.com/chamath/status/1718016818118553622 https://twitter.com/disclosetv/status/1724093441519341573 https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

17 Nov 20231h 56min