All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East (38:55) Failed solutions, Israel's response, paths to stability (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting (1:15:36) Improving macro picture, potential impact on 2024 election cycle (1:28:03) Russia-Ukraine (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Jared: https://twitter.com/jaredkushner 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/1722342698110304752 https://twitter.com/DavidSacks/status/1722288226235498511 https://www.youtube.com/watch?v=In1MYEc0-10 https://fred.stlouisfed.org/series/WM2NS https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL https://fred.stlouisfed.org/series/T10YIE https://fred.stlouisfed.org/series/MMMFFAQ027S https://www.google.com/finance/quote/ADYEY:OTCMKTS https://www.google.com/finance/quote/DASH:NASDAQ https://www.google.com/finance/quote/DDOG:NASDAQ https://twitter.com/sundeep/status/1722635065983897910 https://twitter.com/elonmusk/status/1721029443160772875 https://twitter.com/kaifulee/status/1721321096727994590 https://openai.com/blog/introducing-gpts https://openai.com/blog/new-models-and-developer-products-announced-at-devday https://twitter.com/chamath/status/1721234497482670438

11 Nov 20231h 50min

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its “Cronkite Moment” (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy (1:08:07) Silicon Valley's shift right 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/chamath/status/1718722437217685810 https://twitter.com/ShaanVP/status/1719461817699733831 https://twitter.com/chamath/status/1719887650688282786 https://sacks.substack.com https://responsiblestatecraft.org/zelensky-war-time-magazine https://twitter.com/davidsacks/status/1719815317000733153 https://time.com/6329188/ukraine-volodymyr-zelensky-interview https://time.com/person-of-the-year-2022-volodymyr-zelensky https://twitter.com/RothCRE/status/1719833548780195882 https://twitter.com/real_bill_gross/status/1720094066183139359 https://twitter.com/real_bill_gross/status/1719010907806904452 https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5 https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115 https://ai.meta.com/llama https://chamath.substack.com/p/the-case-for-big-action-to-regulate https://twitter.com/ImMeme0/status/1713413678765126062 https://twitter.com/elonmusk/status/1259638112688304129 https://twitter.com/chamath/status/1720112859198419191

3 Nov 20231h 28min

(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi accident update (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities (1:24:47) Jason reflects on his time in the Middle East (1:31:09) New House Speaker and Trump case update 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://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/ https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110 https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9 https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6 https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4 https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204 https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat https://twitter.com/DavidSacks/status/1717049864180379761 https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf https://twitter.com/DavidSacks/status/1716608344264470868 https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png https://www.google.com/finance/quote/CART:NASDAQ https://www.google.com/finance/quote/KVYO:NYSE https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17 https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619 https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624 https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html https://thosenerdygirls.org/can-farts-spread-covid

27 Okt 20231h 43min

(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past (42:56) Harvard and Penn megadonors cut ties (50:43) The EU's DSA: consumer protection or censorship regime? (1:06:05) GLP-1: the second biggest hype cycle of 2023 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/robbystarbuck/status/1714629327134834975 https://twitter.com/EndWokeness/status/1714416589724864790 https://twitter.com/CollinRugg/status/1714432578852438392 https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925 https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival https://rankings.thefire.org/rank https://twitter.com/samaberman/status/1713687680280641596 https://twitter.com/ThierryBreton/status/1714637297939788107 https://www.theverge.com/23845672/eu-digital-services-act-explained https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126 https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24 https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348 https://www.google.com/finance/quote/NVO:NYSE https://twitter.com/calleymeans/status/1714863716968308931

20 Okt 20231h 28min

(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52) Trump administration's wins, Kushner's competence, path to a two-state solution (28:51) Letter from Harvard student organizations: understanding the reaction and fallout (46:53) The Biden Admin's next steps, electing excellence in leadership 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/1711544829828862144 https://twitter.com/chamath/status/1711501410712654162 https://twitter.com/GenFlynn/status/1711156580828295246 https://twitter.com/lexfridman/status/1712170815637061914 https://www.youtube.com/watch?v=co_MeKSnyAo https://twitter.com/LHSummers/status/1711421307227607255 https://www.harvard.edu/president/news/2023/war-in-the-middle-east https://twitter.com/LHSummers/status/1711761982469107955 https://twitter.com/BillAckman/status/1711788747086233661 https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563 https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html

13 Okt 20231h 5min

(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem (25:20) US Southern Border: Understanding the situation based on data (44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West (1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere 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://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555 https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time https://twitter.com/zerohedge/status/1709321746673786896 https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719 https://twitter.com/CollinRugg/status/1709728378339705099 https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city https://twitter.com/CBSNews/status/1556727876757737474 https://youtu.be/-09DzvdLaEw https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254 https://www.nytimes.com/article/nyc-migrant-crisis-explained.html https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995 https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517 https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html https://public-inspection.federalregister.gov/2023-22176.pdf https://www.nextgenborder.com https://www.anduril.com/hardware/sentry https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report https://www.wsj.com/articles/SB994028904620983237 https://twitter.com/Cruise/status/1709114532042576305 https://twitter.com/usENTchannel/status/1707035020098142404 https://www.valuepenguin.com/car-accident-statistics https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html https://www.jsx.com https://www.united.com https://twitter.com/PopBase/status/1708164333451289062 https://twitter.com/latest_gg/status/1709948932489445478 https://twitter.com/SBJ/status/1677419552991244289 https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669 https://keep-jsx-flying.webflow.io https://www.votervoice.net/JSXAir/Campaigns/107888/Respond

7 Okt 20231h 18min

(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's ideological shift (15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers (44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi (1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI (1:12:39) The next evolution of AI: multimodal and consumer hardware Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Coleman: https://twitter.com/coldxman https://www.youtube.com/@ColemanHughesOfficial 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.youtube.com/watch?v=QxB3b7fxMEA https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness https://twitter.com/waitbutwhy/status/1691502563571408896 https://twitter.com/chamath/status/1707051830667338170 https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414 https://twitter.com/TEDchris/status/1706792437098676224 https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919 https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880 https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138 https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26 https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector https://www.jpost.com/diaspora/antisemitism/article-738940 https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine https://www.bbc.com/news/world-europe-26079957 https://en.wikipedia.org/wiki/Azov_Brigade https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946 https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7 https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0 https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search https://twitter.com/petergyang/status/1707169696049668472 https://blog.google/products/bard/google-bard-new-features-update-sept-2023 https://twitter.com/karpathy/status/1707437820045062561 https://arxiv.org/pdf/2307.07162.pdf https://www.imdb.com/title/tt6849786 https://www.imdb.com/title/tt1798709 https://reflect.app https://oldcomputers.net/sony-magic-link.html

29 Sep 20231h 28min

(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward (50:45) Breaking down Instacart and Klaviyo's businesses (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy? (1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases 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://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire https://youtu.be/yjj1QjZlQMM https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal https://twitter.com/pitdesi/status/1704874017357025499 https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D https://twitter.com/aswathdamodaran/status/1704246090198036914 https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg https://fred.stlouisfed.org/series/MORTGAGE30US https://www.ey.com/en_gl/ipo/trends https://stockanalysis.com/ipos/statistics https://www.google.com/finance/quote/COIN:NASDAQ https://www.google.com/finance/quote/EXPE:NASDAQ https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm https://influencermarketinghub.com/amazon-ad-revenue https://twitter.com/jasonlk/status/1704212644402540573 https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr https://twitter.com/DavidSacks/status/1078755080478715904 https://i.insider.com/4dd4d1cf4bd7c8c90f000000 https://twitter.com/asanwal/status/1703492397739516068 https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html https://tradingeconomics.com/commodity/crude-oil https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying https://hellometer.io https://www.nature.com/articles/s41551-023-01086-2

22 Sep 20231h 42min