Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 07/04/2024
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first casualty and its paradigm-shifting potential (48:25) Conspiracy Corner: What are the drones over New Jersey!? (57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software (1:27:29) Google's AI turnaround, future of AI physics and video models Follow the besties: Follow Aaron Levie: Follow on X: Follow on Instagram: Follow on TikTok: Follow...
info_outline Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith RaboisAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion (25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more (43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing (54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline (1:03:55) State of...
info_outline New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe LonsdaleAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:08:28) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!:...
info_outline DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memoryAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!: 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 Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBIAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: 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 Trump wins! How it happened and what's nextAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The...
info_outline Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night...
info_outline Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving StarbucksAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or has it hit market saturation? Get tickets to The All-In Holiday Spectacular: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: ...
info_outline Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBYAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring Expedia (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI (1:11:10) Lawfare from the California Coastal Commission 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 JD Vance | All-In Summit 2024All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation problem (5:04) Thoughts on Trump (8:53) Would JD Vance have certified the election in 2020? (12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs (19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years (23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem (25:55) Fixing the Southern Border (32:16) How to practically approach deportations, who's coming in...
info_outline(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/DavidSacks
Follow on X:
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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://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.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf
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