• Hurricane fallout, AlphaFold, Google breakup, Jayter's Ball, VC giveback, TikTok survey
    Oct 12 2024

    The All-In Podcast episode 199 discusses several major topics, including the recent hurricane season, the Nobel Prize in Chemistry awarded to AlphaFold creators, and a potential antitrust breakup of Google. The Besties also analyze the current state of venture capital funding, particularly the decision of CRV to return $275 million to investors from a $500 million fund, and the rising popularity of TikTok as a news source, particularly among young adults. The discussion touches upon the potential consequences of these developments, including the impact of climate change on real estate markets, the ongoing evolution of artificial intelligence, and the role of social media in shaping public opinion.

    Listen to the full episode here: https://open.spotify.com/episode/0K3RMZlAOrVdLazKhKyhBF

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    8 mins
  • In conversation with Mark Cuban
    Oct 6 2024

    This week's All-In Podcast features a conversation between the Besties and Mark Cuban, where they discuss Cuban's views on politics and the current state of the US. Cuban expresses his dislike for Donald Trump, citing various reasons, including Trump's character and his handling of the Yemen War. Cuban also discusses his personal relationship with Trump and how it has evolved over time. The conversation then transitions to a discussion of Cuban's business ventures, including his recent sale of a majority stake in the Dallas Mavericks and his work with Cost Plus Drugs. The hosts also engage in a debate about Elon Musk's motivations for purchasing Twitter, and Cuban's investment strategies in the rapidly developing AI market.


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    15 mins
  • OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
    Oct 6 2024

    In this All-In Podcast episode, the Besties discuss the recent $150 billion valuation of OpenAI, a company that is transitioning from a non-profit to a for-profit organization. The hosts debate the bull and bear cases for OpenAI's valuation, highlighting the company's technological advancements, particularly in the development of its 01 language model, but also acknowledging potential challenges from open-source alternatives and the departure of key personnel. The podcast also explores the potential impact of AI on various industries, including SaaS, and discusses Meta's development of new AR glasses, which the hosts believe could signify a major shift in the way we interact with technology. Finally, the hosts express concern over the escalating tensions in the Middle East and Ukraine, emphasizing the risk of a potential nuclear war and the need for increased public awareness and diplomatic efforts to de-escalate the situation.

    Listen to the full episode here: https://open.spotify.com/episode/72H3VDzPcqtwgKlto8NAzd

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    12 mins
  • Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
    Oct 6 2024

    In this All-In Podcast episode, the Besties recap the recent All-In Summit and then delve into several key topics. They analyze the Federal Reserve's recent interest rate cut and its potential impact on the economy, discussing historical patterns and future implications. The conversation then shifts to the disruptive potential of AI in call centers and customer support, with the hosts examining how this technology might reshape employment in various industries. They also discuss recent examples of government spending inefficiency, particularly in rural internet and EV charging infrastructure projects. The hosts then explore the current state of venture capital, analyzing fund performance data and debating whether the VC model needs adjustment. Finally, they review the recent Trump-Harris debate and discuss factors that could influence the outcome of the upcoming presidential election, including media coverage, policy positions, and candidate performance.

    Listen to the full episode here: https://open.spotify.com/episode/64lEAdAyJykcTjxwp1MFBZ

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    13 mins
  • "Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
    Oct 6 2024

    In this All-In Podcast episode, the Besties discuss various topics, including the upcoming All-In Summit and its impressive lineup of speakers. They delve into the concept of "Founder Mode", analyzing Paul Graham's recent essay and debating the merits of different management styles in successful companies. The conversation then shifts to the recent DOJ charges against two Russian media operatives for allegedly infiltrating U.S. podcasts, sparking a heated discussion about foreign interference in elections and media influence. Finally, the hosts examine Kamala Harris's recent economic policy pivot, discussing her new proposals for supporting small businesses and adjusting capital gains taxes, while debating whether this represents a genuine shift in her stance or a tactical move for the upcoming election.

    Listen to the full episode here: https://open.spotify.com/episode/6SluqHOUGlGKOxbwCevbQY

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    8 mins
  • In conversation with Reid Hoffman & Robert F. Kennedy Jr.
    Oct 6 2024

    In this All-In Podcast episode, Reid Hoffman joins the Besties to discuss various topics, including his experiences at PayPal, the current state of AI development, and the political landscape. The conversation covers Nvidia's recent financial success and the ongoing AI infrastructure buildout. The hosts and Hoffman analyze the implications of Lena Khan's approach to antitrust regulation and its impact on mergers and acquisitions in the tech industry. They also discuss the upcoming U.S. presidential election, touching on Biden's performance, Kamala Harris's potential candidacy, and the legal challenges facing Donald Trump. The episode concludes with an unexpected appearance by Robert F. Kennedy Jr., who shares his perspective on his campaign, his decision to support Trump, and his "Make America Healthy Again" agenda, focusing on issues like food quality, chronic diseases, and corporate influence on health policies.

    Listen to the full episode here: https://open.spotify.com/episode/6BZwCnCASJJTvl1z5OsIWW

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    8 mins
  • Massive jobs revision, Kamala wealth tax, polls vs prediction markets, end of race-based admissions
    Oct 6 2024

    In this "All-In Podcast" episode, the Besties discusses the recent revision of job growth numbers, with hosts analyzing the implications for the economy and debating the reliability of both traditional polls and prediction markets in gauging public sentiment about the upcoming election. The discussion then shifts to the topic of affirmative action, specifically examining the impact of MIT's recent decision to ban race-based admissions on its student demographics. Finally, the hosts engage in a spirited conversation about the role of government in the economy, examining proposed tax policies like a wealth tax on individuals with assets exceeding $100 million and its potential impact on the entrepreneurial ecosystem.

    Listen to the full episode here: https://open.spotify.com/episode/2T4JKmuORsPt1IlDx83ybY

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    8 mins
  • Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
    Oct 6 2024

    In this All-In Podcast episode, the Besties discuss a variety of topics, including the potential breakup of Google, the new CEO of Starbucks and his plans for the company, the current state of work culture, the 2024 election with a focus on Kamala Harris, the Nord Stream pipeline explosion, and the ongoing war in Ukraine. The podcast hosts discuss the potential impacts of these events and offer their opinions on the issues.

    Listen to the full episode here: https://open.spotify.com/episode/68YjoAufdtCpeLOpIiUQC3

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    9 mins