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E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

All-In with Chamath, Jason, Sacks & Friedberg

Release Date: 12/23/2023

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction? show art Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI correction? Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow...

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Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show: ...

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GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity? show art GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: ...

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In conversation with Sam Altman show art In conversation with Sam Altman

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI in a post-AI world (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company (1:05:33) Post-interview recap (1:10:38) All-In Summit announcements, college protests...

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In conversation with Sheryl Sandberg, plus open-source AI gene editing explained show art In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

All-In with Chamath, Jason, Sacks & Friedberg

(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 Follow Sheryl: Watch Screams Before Silence: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

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Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax show art Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

All-In with Chamath, Jason, Sacks & Friedberg

(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 deal get done? (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in...

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Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal show art Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

All-In with Chamath, Jason, Sacks & Friedberg

(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 life, explosion of sports betting in the US (1:23:33) How to get better at chess, childhood Bestie schemes...

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E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more show art E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

All-In with Chamath, Jason, Sacks & Friedberg

Register for the All-In Summit: (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 decision Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video...

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E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO show art E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

All-In with Chamath, Jason, Sacks & Friedberg

(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 Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: ...

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E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more show art E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

All-In with Chamath, Jason, Sacks & Friedberg

(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: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

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More Episodes

(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 profitable, smaller exits with higher founder/employee ownership percentages

(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US

(1:31:58) Colorado bans Trump from primary ballots

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Ryan:

https://twitter.com/typesfast

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.flexport.com

https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867

https://www.figma.com/blog/figma-adobe-abandon-proposed-merger

https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17

https://www.google.com/finance/quote/ADBE:NASDAQ

https://www.saasgrid.com

https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions

https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa

https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV

https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo

https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2

https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html

https://cafe.com/cafe-insider-feed

https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast