DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

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 Referenced in the show: The Verge - Apple employees circulate petition demanding investigation into ‘misogynistic’ new hire https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook The Verge - Apple employees call for company to support Palestinians in internal letter https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript Business Insider - Tobi Lutke's Email https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5 TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang Persuasion - America Is Flunking Math https://www.persuasion.community/p/why-america-is-flunking-math-education Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion St. Louis FED - 10-Year Breakeven Inflation Rate https://fred.stlouisfed.org/series/T10YIE TED - A prosecutor's vision for a better justice system https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en Tweets: https://twitter.com/DavidSacks/status/1394328675768705030 https://twitter.com/DavidSacks/status/1395056042841559041 https://twitter.com/garrytan/status/1393462058407010307 https://twitter.com/moskov/status/1395060902253064195 https://twitter.com/moskov/status/1395062765702713358 https://twitter.com/DavidSacks/status/1395073652840796160 https://twitter.com/cabot_phillips/status/1394654014596337667 https://twitter.com/ALLIN_STATS Show Notes: 0:00 Apple's hypocrisy re: AGM firing 25:48 America is failing math 40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes 50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop 57:46 Crypto correction: regulation, centralized coins, potential black swans 1:13:30 Friedberg's science corner: UFOs 1:19:18 Sacks presses other billionaires on their support Chesa Boudin #allin #tech #news

22 Maj 20211h 30min

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 Referenced in the show: NY Times - A Misleading C.D.C. Number https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full Business Insider - Silicon Valley VCs are at war with the ‘far left radicals’ running California https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5 NY Post - Powerful teachers union influenced CDC on school reopenings, emails show https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/ MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/ Tweets: https://twitter.com/DavidSacks/status/1392154915640729605 https://twitter.com/DavidSacks/status/1392223301154447361 https://twitter.com/Jason/status/1391591653824204801 https://twitter.com/Jason/status/1391257138698375168 https://twitter.com/skepticaliblog/status/1391958173955682309 https://twitter.com/TaylorLorenz/status/1390390598444609538 https://twitter.com/friedberg/status/1392551233618026496 https://twitter.com/bytecoin8 Show Notes: 0:00 Jason goes behind the scenes of Elon's SNL appearance 23:36 CDC failures, misleading information on COVID spreading outdoors 39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy 48:32 America's real-time UBI experiment, Business Insider's piece covering All-In 1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs & more 1:19:15 Should the besties start a third party? Is it possible?

13 Maj 20211h 23min

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 Referenced in the show: MIT Technology Review - Some vaccinated people are still getting covid. Here’s why you shouldn’t worry. https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/ David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db Tweets https://twitter.com/DavidSacks/status/1378856861970038784 https://twitter.com/DavidSacks/status/1388125436241223682 https://twitter.com/DavidSacks/status/1388135440843251714 https://twitter.com/DavidSacks/status/1388129450651492355 https://twitter.com/DavidSacks/status/1387582236573175809 https://twitter.com/DavidSacks/status/1387598770825830404 Show Notes: 0:00 Bestie intro, Jason's trip recap 2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address 16:07 Pandemic lessons 30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration 48:04 How Darwinian free trade has negatively impacted the US middle class 1:00:44 Caitlyn Jenner for CA Governor, crime & homelessness 1:07:48 Big Tech earnings

1 Maj 20211h 21min

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 Referenced in the show: Federal Net Outlays as Percent of GDP https://fred.stlouisfed.org/series/FYONGDA188S Wayback Machine / WhiteHouse.gov https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov Reuters https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22 Show Notes: 0:00 Intro 1:19 Biden's capital gains tax hike 21:33 Addressing the federal budget problems 42:16 Chauvin verdict, media coverage 50:06 Hulu WeWork documentary, Founder psychology 59:46 COVID surge in India 1:11:01 Poor media performance in 2021

23 Apr 20211h 23min

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/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Referenced in the show: Statista - Death rates from coronavirus (COVID-19) in the United States https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state Tweets: https://twitter.com/bgurley/status/1382737752794353664 https://twitter.com/DavidSacks/status/1382874547179950082 https://twitter.com/DavidSacks/status/1382466963885199362 https://twitter.com/DrewHolden360/status/1382477293797400581 https://twitter.com/chamath/status/1383073577386201094 Show Notes: 0:00 Bestie intro & crowning a new SPAC king 3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT 12:06 David Sacks on running for governor 15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in 32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama 50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party 54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision 1:04:20 Degradation of faith in institutions accelerated by COVID 1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress

17 Apr 20211h 18min

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 Referenced in the show: Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html Cal Matters - A wealth tax could sabotage California’s recovery https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here’s What We Know https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know Show Notes: 0:00 Besties intro, state of the public & private markets 18:54 Chamath receives inspiring note re: last week’s longevity talk 21:17 Archegos debacle, issues with trading on margin 32:26 Biden’s infrastructure bill, US government becoming overleveraged 45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact 52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes 1:05:14 Is a wealth tax constitutional? Vaccine update

1 Apr 20211h 20min

Sacks' Inflation Deck: https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing 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 Referenced in the show: Tweets https://twitter.com/davehclark/status/1375045409542823939 https://twitter.com/BernieSanders/status/1374901873484967938 https://twitter.com/Mat_Yarger/status/1374212541367345155 https://twitter.com/Mat_Yarger/status/1375163739759116297 https://twitter.com/Jason/status/1375488265915002883 https://twitter.com/chamath/status/1375244032230625281 https://twitter.com/DavidSacks/status/1375283834711777282 https://twitter.com/chamath/status/1375484528559448064 Bitclout https://rb.gy/sjtjzy Show Notes: 0:00 Besties get ready to rumble & discuss recent Twitter polls 7:25 Debating inflation, Sacks presents his deck 37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation 48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns 1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience 1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence

27 Mars 20211h 14min

View the State of VC deck here: https://rb.gy/wfan6j 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: Lifespan by David Sinclair: https://rb.gy/etzzmk Prenuvo: https://www.prenuvo.com Gumroad Equity Crowdfunding: https://republic.co/gumroad Backstage Equity Crowdfunding: https://republic.co/backstage Show Notes: 0:00 Bestie intro & poker talk 5:49 Fan question: Longevity & Biohacking, Chamath's health regimen 12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto? 22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector 33:33 Chamath's thesis behind deep tech investing 37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more 48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out? 55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding 1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs

20 Mars 20211h 17min