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Playlists
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
(0:00) Bestie intro!
(1:49) Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex
(28:26) Bestie refresh!
(33:13) The AI Search Wars: Microsoft pressing hard, Google has a rough week
(45:06) Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?
(1:12:41) Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?
(1:31:14) Disappointing State of the Union, precarious situation between debt, taxes, and entitlements
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
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://twitter.com/DavidSacks/status/1623540190060101632
https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream
https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine
https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability
https://twitter.com/EmiliaKaminska/status/1574817556950663169
https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage
https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link
https://www.youtube.com/watch?v=OyBNmecVtdU
https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai
https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08
https://twitter.com/Google/status/1622710355775393793
https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s
https://neeva.com
https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.
https://twitter.com/arnaudai/status/1623359864100601861
https://github.com/features/copilot
https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion
https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-ai-copyright-violation-training-data
https://twitter.com/LynAldenContact/status/1620447620987785216
https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg
https://twitter.com/pretentiouswhat/status/1622832701131874306
#allin #tech #news
(1:49) Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex
(28:26) Bestie refresh!
(33:13) The AI Search Wars: Microsoft pressing hard, Google has a rough week
(45:06) Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?
(1:12:41) Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?
(1:31:14) Disappointing State of the Union, precarious situation between debt, taxes, and entitlements
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
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://twitter.com/DavidSacks/status/1623540190060101632
https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream
https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine
https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability
https://twitter.com/EmiliaKaminska/status/1574817556950663169
https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage
https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link
https://www.youtube.com/watch?v=OyBNmecVtdU
https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai
https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08
https://twitter.com/Google/status/1622710355775393793
https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s
https://neeva.com
https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.
https://twitter.com/arnaudai/status/1623359864100601861
https://github.com/features/copilot
https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion
https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-ai-copyright-violation-training-data
https://twitter.com/LynAldenContact/status/1620447620987785216
https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg
https://twitter.com/pretentiouswhat/status/1622832701131874306
#allin #tech #news
Featured in All-In with Chamath, Jason, Sacks & Friedberg
| # | Title | ||||
|---|---|---|---|---|---|
| 1 | E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner | 96:00 | |||
| 2 | E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI | 98:39 | |||
| 3 | E109: 2022 Bestie Awards Live from Twitter HQ | 137:15 | |||
| 4 | E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more | 89:24 | |||
| 5 | E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again | 89:56 | |||
| 6 | E110: 2023 Bestie Predictions! | 98:07 | |||
| 7 | E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem | 91:59 | |||
| 8 | E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more | 96:39 | |||
| 9 | E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more | 98:30 | |||
| 10 | E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning | 72:33 | |||
| 11 | E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union | 109:45 | |||
| 12 | E116: Toxic out-of-control trains, regulators, and AI | 91:12 | |||
| 13 | E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move | 91:32 | |||
| 14 | E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner | 116:25 | |||
| 15 | E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more | 89:27 | |||
| 16 | E120: Banking crisis and the great VC reset | 90:05 | |||
| 17 | E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more | 94:29 | |||
| 18 | E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act | 84:29 | |||
| 19 | E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act | 84:29 | |||
| 20 | E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee | 87:14 | |||
| 21 | E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update | 93:07 | |||
| 22 | E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion | 99:12 | |||
| 23 | E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more | 76:11 | |||
| 24 | E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties | 121:47 | |||
| 25 | E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more | 79:20 | |||
| 26 | E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more | 88:05 | |||
| 27 | E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more | 97:43 | |||
| 28 | E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more | 95:59 | |||
| 29 | E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A! | 102:51 | |||
| 30 | E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A! | 102:51 | |||
| 31 | E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner | 118:07 | |||
| 32 | E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner | 118:07 | |||
| 33 | E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more | 93:32 | |||
| 34 | E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more | 93:32 | |||
| 35 | E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner | 96:00 | |||
| 36 | E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more | 96:58 | |||
| 37 | E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health | 98:21 | |||
| 38 | E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health | 98:21 | |||
| 39 | E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth | 88:07 | |||
| 40 | E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth | 88:07 | |||
| 41 | E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties | 130:17 | |||
| 42 | E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more | 77:47 | |||
| 43 | E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more | 77:47 | |||
| 44 | E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO | 90:21 | |||
| 45 | E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO | 90:21 | |||
| 46 | E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more | 112:36 | |||
| 47 | E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more | 112:36 | |||
| 48 | E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more | 66:51 | |||
| 49 | E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more | 66:51 | |||
| 50 | E145: Presidential Candidate Chris Christie in conversation with the Besties | 128:15 | |||
| 51 | E145: Presidential Candidate Chris Christie in conversation with the Besties | 128:15 | |||
| 52 | E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more | 102:44 | |||
| 53 | E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more | 102:44 | |||
| 54 | E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI? | 88:06 | |||
| 55 | E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI? | 88:06 | |||
| 56 | E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more | 78:46 | |||
| 57 | E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more | 78:46 | |||
| 58 | E149: Hamas terror attacks in Israel: fallout, reaction, next steps | 65:48 | |||
| 59 | E149: Hamas terror attacks in Israel: fallout, reaction, next steps | 65:48 | |||
| 60 | E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle | 88:02 | |||
| 61 | E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle | 88:02 | |||
| 62 | E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more | 103:41 | |||
| 63 | E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more | 103:41 | |||
| 64 | E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more | 88:38 | |||
| 65 | E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI | 110:19 | |||
| 66 | E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI | 110:19 | |||
| 67 | E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more | 116:19 | |||
| 68 | E155: In conversation with Tucker Carlson, plus OpenAI chaos explained | 129:08 | |||
| 69 | E155: In conversation with Tucker Carlson, plus OpenAI chaos explained | 129:08 | |||
| 70 | E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update | 92:29 | |||
| 71 | E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update | 92:29 | |||
| 72 | E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more | 99:26 | |||
| 73 | E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more | 99:26 | |||
| 74 | E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked | 107:21 | |||
| 75 | E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked | 107:21 | |||
| 76 | E159: The Bestie Awards! Recapping the best and worst of 2023 | 82:50 | |||
| 77 | E159: The Bestie Awards! Recapping the best and worst of 2023 | 82:50 | |||
| 78 | E160: 2024 Predictions! Markets, tech, politics, and more | 87:58 | |||
| 79 | E160: 2024 Predictions! Markets, tech, politics, and more | 87:58 | |||
| 80 | E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI | 98:39 | |||
| 81 | E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more | 98:29 | |||
| 82 | E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more | 98:29 | |||
| 83 | E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more | 93:48 | |||
| 84 | E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more | 93:48 | |||
| 85 | E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack | 93:50 | |||
| 86 | E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack | 93:50 | |||
| 87 | E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis | 88:21 | |||
| 88 | E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis | 88:21 | |||
| 89 | E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more | 103:42 | |||
| 90 | E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more | 103:42 | |||
| 91 | E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more | 80:27 | |||
| 92 | E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more | 80:27 | |||
| 93 | E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown | 86:52 | |||
| 94 | E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown | 86:52 | |||
| 95 | E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics | 94:00 | |||
| 96 | E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more | 98:12 | |||
| 97 | E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more | 79:20 | |||
| 98 | E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more | 79:20 | |||
| 99 | In conversation with Sam Altman | 103:03 | |||
| 100 | E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more | 87:46 | |||
| 101 | E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more | 87:46 | |||
| 102 | E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO | 92:57 | |||
| 103 | E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO | 92:57 | |||
| 104 | E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more | 86:58 | |||
| 105 | E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more | 86:58 | |||
| 106 | Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal | 96:52 | |||
| 107 | Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal | 96:52 | |||
| 108 | Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax | 101:26 | |||
| 109 | Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax | 101:26 | |||
| 110 | In conversation with Sheryl Sandberg, plus open-source AI gene editing explained | 75:23 | |||
| 111 | In conversation with Sheryl Sandberg, plus open-source AI gene editing explained | 75:23 | |||
| 112 | In conversation with Sam Altman | 103:03 | |||
| 113 | GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity? | 101:14 | |||
| 114 | GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity? | 101:14 | |||
| 115 | Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls | 90:06 | |||
| 116 | Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls | 90:06 | |||
| 117 | Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction? | 107:42 | |||
| 118 | Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction? | 107:42 | |||
| 119 | DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market | 85:26 | |||
| 120 | DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market | 85:26 | |||
| 121 | Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser | 84:48 | |||
| 122 | Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser | 84:48 | |||
| 123 | In conversation with President Trump | 80:35 | |||
| 124 | In conversation with President Trump | 80:35 | |||
| 125 | Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more | 81:36 | |||
| 126 | Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more | 81:36 | |||
| 127 | Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship | 83:06 | |||
| 128 | The Jonathan Haidt Interview | 73:58 | |||
| 129 | The Jonathan Haidt Interview | 73:58 | |||
| 130 | Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections | 85:38 | |||
| 131 | Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections | 85:38 | |||
| 132 | Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem | 75:57 | |||
| 133 | Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem | 75:57 | |||
| 134 | Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG | 99:26 | |||
| 135 | Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO | 79:10 | |||
| 136 | Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO | 79:10 | |||
| 137 | Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz | 104:29 | |||
| 138 | Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive | 106:02 | |||
| 139 | Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions | 91:43 | |||
| 140 | Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions | 91:43 | |||
| 141 | In conversation with Reid Hoffman & Robert F. Kennedy Jr. | 131:44 | |||
| 142 | In conversation with Reid Hoffman & Robert F. Kennedy Jr. | 131:44 | |||
| 143 | "Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230? | 95:49 | |||
| 144 | "Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230? | 95:49 | |||
| 145 | OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war | 95:49 | |||
| 146 | Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala | 84:50 | |||
| 147 | Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala | 84:50 | |||
| 148 | OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war | 95:49 | |||
| 149 | John Mearsheimer and Jeffrey Sachs | All-In Summit 2024 | 54:27 | |||
| 150 | John Mearsheimer and Jeffrey Sachs | All-In Summit 2024 | 54:27 | |||
| 151 | In conversation with Mark Cuban | 126:28 | |||
| 152 | In conversation with Mark Cuban | 126:28 | |||
| 153 | Elon Musk | All-In Summit 2024 | 67:13 | |||
| 154 | Elon Musk | All-In Summit 2024 | 67:13 | |||
| 155 | Hurricane fallout, AlphaFold, Google breakup, Jayter's Ball, VC giveback, TikTok survey | 84:19 | |||
| 156 | Hurricane fallout, AlphaFold, Google breakup, Jayter's Ball, VC giveback, TikTok survey | 84:19 | |||
| 157 | JD Vance | All-In Summit 2024 | 46:24 | |||
| 158 | JD Vance | All-In Summit 2024 | 46:24 | |||
| 159 | Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY | 78:44 | |||
| 160 | Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY | 78:44 | |||
| 161 | Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks | 96:43 | |||
| 162 | Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks | 96:43 | |||
| 163 | Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election! | 90:52 | |||
| 164 | Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election! | 90:52 | |||
| 165 | Trump wins! How it happened and what's next | 103:28 | |||
| 166 | Scott Bessent | All-In in DC! | 73:17 | |||
| 167 | Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI | 83:23 | |||
| 168 | Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI | 83:23 | |||
| 169 | DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory | 70:07 | |||
| 170 | DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory | 70:07 | |||
| 171 | New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale | 84:20 | |||
| 172 | New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale | 84:20 | |||
| 173 | Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith Rabois | 88:19 | |||
| 174 | Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith Rabois | 88:19 | |||
| 175 | DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie | 96:37 | |||
| 176 | DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie | 96:37 | |||
| 177 | 2025 Predictions with bestie Gavin Baker | 115:34 | |||
| 178 | 2025 Predictions with bestie Gavin Baker | 115:34 | |||
| 179 | LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland | 107:19 | |||
| 180 | LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland | 107:19 | |||
| 181 | Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs | 102:52 | |||
| 182 | Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs | 102:52 | |||
| 183 | Senator Ted Cruz | The All-In Inauguration Series | 48:12 | |||
| 184 | Senator Ted Cruz | The All-In Inauguration Series | 48:12 | |||
| 185 | Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna | 104:38 | |||
| 186 | Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna | 104:38 | |||
| 187 | Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back! | 125:33 | |||
| 188 | Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back! | 125:33 | |||
| 189 | Ray Dalio | The All-In Interview | 76:22 | |||
| 190 | Ray Dalio | The All-In Interview | 76:22 | |||
| 191 | DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks | 109:19 | |||
| 192 | DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks | 109:19 | |||
| 193 | DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s | 96:43 | |||
| 194 | DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s | 96:43 | |||
| 195 | JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant | 110:19 | |||
| 196 | JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant | 110:19 | |||
| 197 | The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private | 105:41 | |||
| 198 | The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private | 105:41 | |||
| 199 | Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy | 75:15 | |||
| 200 | Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy | 75:15 | |||
| 201 | Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO | 126:34 | |||
| 202 | Fixing the American Dream with Andrew Schulz | 99:12 | |||
| 203 | Fixing the American Dream with Andrew Schulz | 99:12 | |||
| 204 | Howard Lutnick | All-In in DC! | 104:37 | |||
| 205 | White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue | 90:43 | |||
| 206 | The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations | 88:00 | |||
| 207 | The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations | 88:00 | |||
| 208 | All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson | 110:23 | |||
| 209 | All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson | 110:23 | |||
| 210 | DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias | 114:18 | |||
| 211 | DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias | 114:18 | |||
| 212 | E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more | 73:50 | |||
| 213 | E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more | 101:59 | |||
| 214 | E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump | 107:51 | |||
| 215 | E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more | 85:18 | |||
| 216 | E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more | 88:51 | |||
| 217 | E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more | 96:01 | |||
| 218 | E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more | 101:05 | |||
| 219 | E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more | 89:53 | |||
| 220 | E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more | 85:30 | |||
| 221 | E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more | 79:38 | |||
| 222 | E97: SPAC updates, public/private market overview, Putin's end game & more | 84:54 | |||
| 223 | E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more | 91:31 | |||
| 224 | E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more | 75:01 | |||
| 225 | E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security | 83:02 | |||
| 226 | E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more | 83:54 | |||
| 227 | E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more | 99:03 | |||
| 228 | E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI | 69:01 | |||
| 229 | E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more | 50:52 | |||
| 230 | E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more | 87:55 | |||
| 231 | E88: First principle politics, China chaos & outlook, state of private/public markets & more | 104:02 | |||
| 232 | E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more | 84:58 | |||
| 233 | E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps | 83:33 | |||
| 234 | E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more | 95:26 | |||
| 235 | E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast | 101:58 | |||
| 236 | #AIS: Palmer Luckey on Anduril | 61:39 | |||
| 237 | #AIS: Bestie AMA with Valor's Antonio Gracias | 99:01 | |||
| 238 | #AIS: Opening chat with Miami Mayor Francis Suarez | 24:24 | |||
| 239 | #AIS: Joe Lonsdale on the problem with higher education | 28:50 | |||
| 240 | #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem | 23:27 | |||
| 241 | #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence | 28:38 | |||
| 242 | #AIS: Pear VC’s Mar Hershenson on making successful founders | 37:41 | |||
| 243 | #AIS: FiveThirtyEight's Nate Silver on how gamblers think | 40:01 | |||
| 244 | #AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market | 32:11 | |||
| 245 | #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks | 38:50 | |||
| 246 | E83: Market slide continues, and how to address Uvalde | 109:26 | |||
| 247 | #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022 | 69:01 | |||
| 248 | #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks | 34:11 | |||
| 249 | E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen | 59:52 | |||
| 250 | E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles | 51:32 | |||
| 251 | E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more | 86:19 | |||
| 252 | E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more | 101:14 | |||
| 253 | E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein | 85:54 | |||
| 254 | E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest | 111:40 | |||
| 255 | E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong | 64:39 | |||
| 256 | E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview | 37:59 | |||
| 257 | E76: Elon vs. Twitter | 58:35 | |||
| 258 | E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more | 77:38 | |||
| 259 | E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more | 99:11 | |||
| 260 | E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner | 96:18 | |||
| 261 | E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more | 74:38 | |||
| 262 | E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more | 95:54 | |||
| 263 | E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more | 71:18 | |||
| 264 | E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more | 89:43 | |||
| 265 | E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more | 84:51 | |||
| 266 | E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO) | 98:56 | |||
| 267 | E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more | 74:12 | |||
| 268 | E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more | 97:14 | |||
| 269 | E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more | 85:09 | |||
| 270 | E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more | 66:38 | |||
| 271 | E61: 2022 Predictions! Business, politics, science, tech, crypto, & more | 82:30 | |||
| 272 | E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars | 108:00 | |||
| 273 | E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more | 88:27 | |||
| 274 | E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more | 81:03 | |||
| 275 | E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure | 78:24 | |||
| 276 | E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government | 75:41 | |||
| 277 | E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more | 92:06 | |||
| 278 | E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses | 90:05 | |||
| 279 | E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more | 79:17 | |||
| 280 | E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand | 87:29 | |||
| 281 | E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A | 93:25 | |||
| 282 | E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more | 83:11 | |||
| 283 | E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more | 89:00 | |||
| 284 | E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan | 88:43 | |||
| 285 | E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more | 95:30 | |||
| 286 | E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium! | 72:59 | |||
| 287 | E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan | 84:00 | |||
| 288 | E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap! | 96:06 | |||
| 289 | E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more | 91:11 | |||
| 290 | E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more | 77:29 | |||
| 291 | E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more | 95:52 | |||
| 292 | E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more | 78:47 | |||
| 293 | E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more | 70:01 | |||
| 294 | E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more | 86:09 | |||
| 295 | E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more | 79:49 | |||
| 296 | E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more | 87:34 | |||
| 297 | E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more | 95:37 | |||
| 298 | E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover | 68:23 | |||
| 299 | E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more | 90:10 | |||
| 300 | E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more | 83:27 | |||
| 301 | E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more | 81:39 | |||
| 302 | E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more | 83:36 | |||
| 303 | E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner | 78:41 | |||
| 304 | E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more | 80:58 | |||
| 305 | E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more | 74:01 | |||
| 306 | E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing | 77:29 | |||
| 307 | E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more | 69:59 | |||
| 308 | E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act | 70:33 | |||
| 309 | E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions! | 84:25 | |||
| 310 | E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev | 49:38 | |||
| 311 | E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green | 75:24 | |||
| 312 | E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it | 80:32 | |||
| 313 | E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future? | 86:09 | |||
| 314 | E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more | 83:29 | |||
| 315 | E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet | 97:47 | |||
| 316 | E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more | 82:59 | |||
| 317 | E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020 | 76:36 | |||
| 318 | E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more | 92:22 | |||
| 319 | E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more | 81:34 | |||
| 320 | E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more | 78:15 | |||
| 321 | E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more! | 179:58 | |||
| 322 | E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more | 64:12 | |||
| 323 | E9: Trump has COVID, First debate reactions, Coinbase letter response & more | 67:33 | |||
| 324 | E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more | 84:27 | |||
| 325 | E7: California's collapse, how SPACs are opening the markets for growth stocks & more | 76:16 | |||
| 326 | E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more | 94:11 | |||
| 327 | E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency | 92:00 | |||
| 328 | E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg | 78:50 | |||
| 329 | E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg | 66:37 | |||
| 330 | E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks | 73:35 | |||
| 331 | E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg | 91:15 | |||
| 332 | E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation) | 88:55 | |||
| 333 | E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more | 98:30 | |||
| 334 | E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union | 109:44 |
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