All-In with Chamath, Jason, Sacks & Friedberg

By: All-In Podcast LLC
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  • Summary

  • Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Economics Leadership Management & Leadership
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Episodes
  • Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

    Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
    Mar 1 2025

    (0:00) Bestie intros

    (1:41) Epstein files first release underwhelms

    (4:40) Friedberg recaps his experience on Celebrity Jeopardy!

    (14:22) State of autonomous robots

    (21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building

    (29:12) State of the market: stocks, tariffs, spending bill, the "great reset"

    (49:07) Trump's Gold Card

    (56:19) Sophisticated investor test, changing accreditation laws

    (1:06:57) USPS, Bezos refocuses the WaPo's opinion page

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://x.com/bennyjohnson/status/1895195194947183047

    https://x.com/adcock_brett/status/1895175400160133543

    https://x.com/markjeffrey/status/1892735775550406828

    https://x.com/pitdesi/status/1895117427480109238

    https://x.com/jmover/status/1895129169882661100

    https://coinmarketcap.com/currencies/tether

    https://coinmarketcap.com/currencies/usd-coin

    https://fred.stlouisfed.org/series/UNRATE

    https://www.cnbc.com/2025/02/12/cpi-january-2025.html

    https://x.com/StealthQE4/status/1894227465616171361

    https://www.youtube.com/watch?v=7-ttACozP8s

    https://www.cnbc.com/quotes/US10Y

    https://x.com/chamath/status/1888371069322686895

    https://polymarket.com/event/how-many-gold-cards-will-trump-sell-in-2025/will-trump-sell-2pt5k-5k-gold-cards-in-2025?tid=1740688723350

    https://x.com/Jason/status/1706067572226244789

    https://www.washingtonpost.com/business/2025/02/20/trump-usps-takeover-dejoy/

    https://x.com/Jason/status/1894412028279693546

    https://x.com/JeffBezos/status/1894757287052362088
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    1 hr and 15 mins
  • The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

    The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
    Feb 21 2025
    (0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model (1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up (1:30:22) Science Corner: Asteroid update (1:35:42) Why Stripe hasn't gone public yet, despite great metrics Register for All-In at SXSW: https://allin.com/events Follow John: https://x.com/collision Follow Patrick: https://x.com/patrickc Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html https://x.com/Zigmanfreud/status/1890202488596492620 https://www.coworker.org/petitions/professional-dignity https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883 https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html https://arcinstitute.org https://blogs.nvidia.com/blog/evo-2-biomolecular-ai https://artificialanalysis.ai/models/grok-3 https://x.com/GavinSBaker/status/1891721991444447343 https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266 https://x.com/AsteroidWatch/status/1892338055354159256 https://x.com/AsteroidWatch/status/1892631907646447746
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    1 hr and 46 mins
  • JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

    JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
    Feb 15 2025

    (0:00) The Besties intro Naval Ravikant!

    (9:07) Naval reflects on his thoughtful tweets and reputation

    (14:17) Unique views on parenting

    (23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers

    (1:11:06) Tariffs and the US economic experiment

    (1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders

    (1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks

    (1:45:09) Tulsi Gabbard, RFK Jr. confirmed

    Follow Naval:

    https://x.com/naval

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://x.com/naval/status/1002103360646823936

    https://x.com/CollinRugg/status/1889349078657716680

    https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence

    https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html

    https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html

    https://x.com/JDVance/status/1889640434793910659

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

    https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit

    https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf

    https://www.youtube.com/watch?v=7xTGNNLPyMI

    https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488
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    1 hr and 50 mins

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