Episodes
(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg
(11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7
(28:18) Paths forward, documentary decisions, involvement of women in protests
(53:03) Post-interview debrief
(59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1
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Watch Screams Before Silence:
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Published 05/03/24
(0:00) Bestie Intros: Reservation Tips!
(5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings
(22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years
(47:25) FTC bans noncompetes: impact on startups and company formation
(1:00:33) Besties reminisce on their encounters with Steve Jobs
(1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a...
Published 04/26/24
(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods"
(9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth
(14:38) Google fires protestors
(35:08) Chaos and culture wars at NPR
(40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions
(1:02:28) Startup tax crisis: How a recent provision upended R&D deductions
(1:12:39) Sports betting scandal: NBA player Jontay Porter banned for...
Published 04/19/24
Register for the All-In Summit: https://summit.allinpodcast.co
(0:00) Bestie Intros: J-Cal is out this week!
(0:57) All-In Summit 2024 Announcement
(3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market
(17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?
(45:41) AI disclosure bill: important step for creators or unnecessary?
(1:06:27) Drone warfare: The future of war, Silicon Valley's defense...
Published 04/12/24
(0:00) Meet All-In's new CEO: Jon Haile!
(7:13) FTX Correction: Depositors are not getting "made whole"
(19:26) Trump Media updates
(27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?
(49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years
(1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications
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Published 04/05/24
(0:00) Bestie Intros: Late night poker snacks!
(2:33) SBF sentenced to 25 years
(16:41) Trump's meme SPAC: modern trading card, protest vote, or something else?
(34:59) RFK Jr. selects Nicole Shanahan as VP
(47:46) Biden's budget plan for 2025: how to confront America's existential crisis?
(1:11:59) Science Corner: Why the price of cocoa has skyrocketed!
(1:16:41) Movie talk and wrap!
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
...
Published 03/29/24
(0:00) Bestie Intros: Don't spoil Dune 2!
(0:55) DOJ drops antitrust suit on Apple
(23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone
(32:17) NAR settlement: how it impacts residential real estate going forward
(44:30) Microsoft's "Shadow Acquihire" of Inflection AI
(48:43) How the besties would deploy $40B in AI as a sovereign wealth fund
(1:01:57) Reddit IPO: is risk-on back?
(1:07:17) Science Corner(s): Universe expansion, first pig kidney...
Published 03/22/24
(0:00) Bestie Intros!
(1:02) Friedberg's newest family members
(7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs
(22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos?
(28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups?
(40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?
(1:22:10) Florida on the verge of banning...
Published 03/15/24
(0:00) Bestie intros!
(0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables
(37:06) OpenAI's focus on AGI, different interpretations of AGI in tech
(44:46) Groq update with Sunny Madra!
(49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming
(1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright
(1:21:08) Bitcoin hits new all-time high: impact of ETFs and an...
Published 03/08/24
(0:00) Bestie intros! Jato Caelin
(1:36) Groq update!: The key metric developer platforms should care about
(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more
(29:17) How bloated HR departments slow down companies
(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?
(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups
...
Published 03/01/24
(0:00) Bestie intros: Banana boat!
(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
(27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
(49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
(1:17:17) War Corner with Sacks
Follow the besties:
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https://twitter.com/Jason
...
Published 02/23/24
(0:00) Sacks Tequila Tasting!
(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
(15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model
(51:24) The risks of companies issuing stock option loans
(1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability
(1:31:46) Takeaways from Tucker's Putin interview
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https://twitter.com/Jason
...
Published 02/16/24
(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing
(1:12:16) Rolling real estate crisis continues
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
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Published 02/09/24
(0:00) Bestie intros! The guys try the Apple Vision Pro
(8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms
(36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation
(1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO
(1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex
Follow the besties:
https://twitter.com/chamath
...
Published 02/02/24
(0:00) Bestie intros!
(1:37) Markets rip on strong economic data
(17:05) Media's broken business model, death spiral
(35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government
(1:04:18) Ethics of publishing non-public financial data
(1:13:07) Fintech's reckoning
(1:26:27) ARkStorm 2.0
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow...
Published 01/26/24
(0:00) Live from the WEF: "Oh Davos, Kumbaya"
(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
(21:53) Boeing's regulatory capture leading to negative impact on consumer safety
(35:16) Adam Neumann facing familiar challenges at his new startup, Flow
(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology
(1:00:47) Streaming at a crossroads: is the business model broken?
(1:20:51) Science Corner: New...
Published 01/19/24
(0:00) Bestie intros! Friedberg's jumper
(1:21) US and its allies strike Houthi targets in Yemen
(16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?
(29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator
(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders
(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey
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Published 01/13/24
(0:00) Bestie intros! Pasty Preppers
(4:17) 2024's Biggest Political Winner
(13:37) 2024's Biggest Political Loser
(19:41) 2024's Biggest Business Winner
(32:08) 2024's Biggest Business Loser
(37:31) 2024's Biggest Business Deal
(41:15) 2024's Most Contrarian Belief
(51:18) 2024's Best-Performing Asset
(56:46) 2024's Worst-Performing Asset
(1:06:14) 2024's Most Anticipated Trend
(1:12:28) 2024's Most Anticipated Media
(1:22:28) Emotional condition heading into 2024
Follow the...
Published 01/06/24
(0:00) Welcome to the fourth annual Bestie Awards!
(4:14) Biggest Political Winner
(10:26) Biggest Political Loser
(15:14) Biggest Political Surprise
(23:02) Biggest Business Winner
(26:50) Biggest Business Loser
(30:32) Biggest Business Surprise
(35:57) Best Science Breakthrough
(40:30) Biggest Flash in the Pan
(42:34) Best CEO
(44:53) Best Investor
(47:07) Best Turnaround
(50:04) Worst Company
(54:21) Best Meme
(56:53) Best New Tech
(59:57) Best Trend
(1:02:12) Worst Trend
...
Published 12/29/23
(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more
(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen
(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment
(54:15) The new era of startup building: less capital raised, less overhead costs, more...
Published 12/23/23
(0:00) Bestie intros: Mullets!
(2:56) Recapping Friedberg's holiday party
(9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly?
(23:21) OpenAI inks deal with Axel Springer
(35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders
(58:25) Alex Jones reinstated on X
(1:22:59) Sacks receives an unlikely apology
(1:27:32) Besties take two questions from the audience
Follow the...
Published 12/16/23
(0:00) Bestie intro!
(3:12) Ivy League antisemitism hearings
(21:55) State of the economy for consumers
(34:55) Signs of life in SaaS, VC shutdowns, and more
(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech
(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more
(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA
Follow the besties:
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Published 12/08/23
(0:00) Bestie intros! Tucker Carlson joins the show
(0:59) Tucker's departure from Fox News
(10:49) The state of American society and the importance of rediscovering national alignment
(30:53) Why prosperity begets self-destruction, climate change, immigration
(59:48) Thoughts on the current political landscape and presidential candidates
(1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit
...
Published 12/01/23
(0:00) Bestie intros!
(1:25) Democratic Presidential Candidate Dean Phillips shares his business background
(13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician
(29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security
(56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground
(1:19:30)...
Published 11/17/23