E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 09/29/2023
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties intro Philippe Laffont! (2:12) Miami F1 Recap! (12:10) Fed holds rates steady on tariff uncertainty (32:47) Google drops after Apple sees fall in search queries on Safari (56:48) Creating a new Mag 7 (1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor Follow Philippe Laffont: 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:
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) David Friedberg introduces Secretary Doug Burgum (2:11) Burgum's background and how it led to his role in the administration (10:56) The state of American energy and how we got here (22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance (34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt (42:25) Mining, overseeing the EPA, aligning agencies with outcomes Follow Secretary Burgum: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins! (1:32) How she ended up in Trump's two administrations, history of the USDA (16:56) Trump's first 100 days, what needs to be reformed in the USDA (21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration (30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background (34:33) State of US farming in 2025, labor costs, opening up new markets, and more (42:11) Working with DOGE, Farm...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its tariff pricing feature, national security issues (1:04:13) AI agents, 1,000,000X'ing AI, and more Follow Aaron Levie: Follow Ryan Petersen: 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:
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough Follow Andrew: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: ...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: Check out Tim's new special: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Recession chances, How the Trump administration gathers information (1:19:39) Future of the Democratic Party, Abundance agenda, DOGE (1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: Follow Ezra: Follow the besties: Follow on X: Follow on Instagram: Follow on...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a Dem strategy to expand their voter base? (39:55) Tariffs: Liberation Day chaos, reactions, strategy (55:26) Impact, consequences, and risks for the Trump Administration (1:13:50) How the US can thrive in a high-tariff world (1:31:33) Future US political landscape if the tariff strategy fails (1:42:27) Chamath recaps his best-performing asset of 2025...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin & Samir join the Besties! (12:01) Evolution of short-form and long-form content (22:18) Business models for creatives (35:04) Advice to up and coming creators (42:10) Chris Williamson joins the Besties! (50:17) Making it seem effortless (57:47) Monetizing content (1:05:02) Scaling a one-man show (1:19:15) Bryan Johnson joins the Besties! (1:20:13) Spotify’s move to video (1:21:21) Bryan’s Ketamine experience (1:28:03) Creators and value props (1:36:52) Issues with the...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: 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:
info_outline(0:00) Bestie intros with Coleman Hughes
(1:12) Coleman's experience with TED, Understanding TED's ideological shift
(15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers
(44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi
(1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI
(1:12:39) The next evolution of AI: multimodal and consumer hardware
Follow the besties:
https://twitter.com/DavidSacks
Follow Coleman:
https://www.youtube.com/@ColemanHughesOfficial
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=QxB3b7fxMEA
https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness
https://twitter.com/waitbutwhy/status/1691502563571408896
https://twitter.com/chamath/status/1707051830667338170
https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html
https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414
https://twitter.com/TEDchris/status/1706792437098676224
https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919
https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880
https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138
https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he
https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector
https://www.jpost.com/diaspora/antisemitism/article-738940
https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine
https://www.bbc.com/news/world-europe-26079957
https://en.wikipedia.org/wiki/Azov_Brigade
https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine
https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html
https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7
https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search
https://twitter.com/petergyang/status/1707169696049668472
https://blog.google/products/bard/google-bard-new-features-update-sept-2023
https://twitter.com/karpathy/status/1707437820045062561
https://arxiv.org/pdf/2307.07162.pdf
https://www.imdb.com/title/tt6849786