All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC
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- Technology
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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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Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
(0:00) Bestie intros!
(0:38) Election update: Dems energize around Kamala, policy questions remain
(19:33) Trump's NABJ interview: smart or risky?
(33:07) Markets expect rate cut in September, but are we already in a recession?
(40:58) AI buildout causing short-term volatility
(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?
(1:06:17) Bill Ackman withdraws Pershing Square USA IPO
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.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://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech
https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title
https://x.com/jeffstorobinsky/status/1818722254542590012
https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572
https://x.com/grdecter/status/1819362069797654784
https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e
https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs
https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips
https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html
https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html
https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.google.com/finance/quote/META:NASDAQ
https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html
https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp
https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17 -
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
(0:00) Bestie intros: Nostracanis appears!
(3:50) Wiz turns down Google's $23B offer, intends to IPO
(13:30) CrowdStrike's rough week
(17:51) Market update: Mag 7 sell-off?
(22:47) Sam Altman's UBI study was a mixed bag
(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire
(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted
(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate
(1:08:37) Sacks responds to smear campaign
(1:26:46) Science Corner: China's nuclear buildout
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.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://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html
https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech
https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html
https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs
https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details
https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html
https://www.google.com/finance/quote/CRWD:NASDAQ
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html
https://www.google.com/finance/quote/VIX:INDEXCBOE
https://public.websites.umich.edu/~mille/ORUS_Health.pdf
https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html
https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe
https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html
https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination
https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin
https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html
https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497
https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination
https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106
https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267
https://x.com/JoeBiden/status/1815080881981190320
https://x.com/paulg/status/1816334112086712830
https://x.com/paulg/status/1771640321446683060
https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf
https://x.com/mwseibel/status/1816542692727488784 -
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
(0:00) Bestie intros: Live from the RNC!
(1:34) Reacting to the assassination attempt against President Trump
(12:52) Impact of charged rhetoric
(21:15) Secret Service's massive failure; institutional decay
(37:02) Inside the RNC: Sacks breaks down his speech
(41:16) Trump picks JD Vance as his running mate
(58:52) All-In Summit scholarship applications are LIVE!
(59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B
Apply for the All-In Summit:
https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Sacks RNC speech:
https://www.youtube.com/watch?v=rLArznk0Ns4
Jason's links (16:34):
https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence
https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html
https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it
Referenced in the show:
https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds
https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474
https://x.com/TeslaVee/status/1813785645472690479
https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html
https://x.com/DylanByers/status/1811855698566975936
https://x.com/newrepublic/status/1810009748697448541
https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf
https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html
https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it
https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee
https://www.youtube.com/watch?v=pot7R0Affjs
https://x.com/cb_doge/status/1813289249288134660
https://x.com/mualphaxi/status/1812579998735491327
https://x.com/DavidSacks/status/1813270784942494110
https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service
https://x.com/yashar/status/1813757637584134615
https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html
https://x.com/VivekGRamaswamy/status/1812929198433964249
https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007
https://x.com/RitaPanahi/status/1813790835332595863
https://x.com/RWTNews/status/1813779819697725669
https://www.youtube.com/watch?v=h4FnpoNU8AI
https://www.youtube.com/watch?v=Xejs4gGUpjE
https://www.axios.com/2024/07/15/sequoia-capital-stripe
https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a
https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look
https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats
https://www.youtube.com/watch?v=XJP2zlH2nt8
https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting -
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
(0:00) Bestie intros!
(4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception
(20:48) AI sentiment turns bearish due to massive spend with little revenue
(40:51) A16Z's 20K GPU cluster
(46:41) Broad implications of France elections
(1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances
Apply for All-In Summit: https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/teddyschleifer/status/1811423421861113915
https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html
https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2
https://fred.stlouisfed.org/series/UNRATE
https://www.google.com/finance/quote/SPY:NYSEARCA
https://ycharts.com/indicators/sp_500_pe_ratio
https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens
https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024
https://youtu.be/R6hJh-OwoZw
https://www.sequoiacap.com/article/ais-600b-question
https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf
https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals
https://x.com/natfriedman/status/1668650915505803266
https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html
https://x.com/CilComLFC/status/1810110921383010563
https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html
https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520
https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214
https://x.com/greenfield64/status/1811199262350532767
https://x.com/Olivianuzzi/status/1808924240529535352
https://x.com/peterjhasson/status/1811052411584164210
https://youtu.be/kOeARghNIaY
https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out -
The Jonathan Haidt Interview
(0:00) New format: The All-In Interview!
(0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media
(12:39) Understanding how humans are wired from an evolutionary biology perspective
(27:22) Haidt's proposals to help younger generations
(33:12) Linking themes and trends in Haidt's books with recent college protests
(48:17) Explaining traditional liberalism and conservatism
(56:55) Lightning Round: Parenting tips, Gen Z employees
Jonathan's website:
https://jonathanhaidt.com
Buy The Anxious Generation:
https://www.anxiousgeneration.com/book
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
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.anxiousgeneration.com/take-action
https://www.azquotes.com/quote/1385350
https://www.azquotes.com/quote/926752
https://www.thecoddling.com/chapter-1-antifragility
https://www.anxiousgeneration.com
https://www.afterbabel.com
https://letgrow.org -
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
(0:00) Bestie Intros!
(5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?
(26:22) Cognitive decline coverup, Bestie strategy for Dems
(34:38) SCOTUS clarifies social media moderation
(47:06) SCOTUS overturns Chevron, limiting the power of federal agencies
(1:00:03) SCOTUS to hear case on restricting online porn in Texas
(1:05:27) SCOTUS rules in favor of President Trump in immunity case
Join/host a meetup: https://app.getriver.io/all-in
Apply for All-In Summit: https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination
https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html
https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014
https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434
https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea
https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate
https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know
https://x.com/TheKevinDalton/status/1806669560852218045
https://x.com/0rf/status/1807620571934478683
https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas
https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf
https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268
https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf
https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies
https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02
https://x.com/noalpha_allbeta/status/1808265251202167183
https://x.com/ewarren/status/1808241509738631388
https://www.axios.com/2019/06/01/supreme-court-justices-ideology
https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188
https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf
https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution
https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825
https://x.com/unusual_whales/status/1808558981457326368
Customer Reviews
Thanks dudes
This podcast is made exclusively for me. That’s how I see it. Every topic is what I want to hear about and every insight is as though I had asked them to address that exact question. So thanks, broskis. 🙏
Turning right wing?
I’ve been and continue to be a fan of the podcast. Lately, however, it feels more and more like a Trump pulpit, no longer offering balanced perspectives. They’re doing a great job discrediting Harris, yet can’t offer much or any criticism of Trump these days. For example, on the most recent pod discussing Trump’s appearance at the National Association of Black Journalists conference in Chicago, they only offered approval of Trump’s remarks challenging Harris’s ethnicity (applauding him for speaking his truth), but couldn’t offer any commentary on the dangers of his rhetoric or the constant anti-factual statements he makes. There's plenty of airtime dedicated to Sacks advocating the dangers of the Democratic Party, but little to no mention of the dangers posed by Trump (accepting free elections if he loses, the stoking of Jan 6th, division and hatred, etc., etc.). I enjoy hearing and learning from both sides, and hope they can again represent both sides more equally.
Great commentary — always a good listen
Keep stretching and including a broad range of topics. All of the hosts bring a lot of depth and insight to conversations about economics, government and the future. I’d like to hear more about the internal workings of companies, trends, VC concerns, and maybe talk a little about poker.