Latest Chamath Podcast Episodes
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
All-In with Chamath, Jason, Sacks & Friedberg - April 26, 2024 22:55 - 1 hour(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 co...
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
All-In with Chamath, Jason, Sacks & Friedberg - April 19, 2024 19:49 - 1 hour(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'...
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
All-In with Chamath, Jason, Sacks & Friedberg - April 12, 2024 18:30 - 1 hourRegister 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 ...
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
All-In with Chamath, Jason, Sacks & Friedberg - April 05, 2024 21:45 - 1 hour(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...
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 - March 29, 2024 19:41 - 1 hour(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 crisi...
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
All-In with Chamath, Jason, Sacks & Friedberg - March 22, 2024 18:51 - 1 hour(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" o...
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
All-In with Chamath, Jason, Sacks & Friedberg - March 15, 2024 23:40 - 1 hour(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,...
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
All-In with Chamath, Jason, Sacks & Friedberg - March 08, 2024 21:56 - 1 hour(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 stagnat...
E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
All-In with Chamath, Jason, Sacks & Friedberg - March 01, 2024 19:37 - 1 hour(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 ...
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
All-In with Chamath, Jason, Sacks & Friedberg - February 23, 2024 19:48 - 1 hour(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 di...
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
All-In with Chamath, Jason, Sacks & Friedberg - February 16, 2024 23:41 - 1 hour(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, ...
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
All-In with Chamath, Jason, Sacks & Friedberg - February 09, 2024 19:42 - 1 hour(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:...
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
All-In with Chamath, Jason, Sacks & Friedberg - February 02, 2024 19:59 - 1 hour(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 tar...
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
All-In with Chamath, Jason, Sacks & Friedberg - January 26, 2024 20:11 - 1 hour(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 ...
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
All-In with Chamath, Jason, Sacks & Friedberg - January 19, 2024 21:56 - 1 hour(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, Flo...
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
All-In with Chamath, Jason, Sacks & Friedberg - January 13, 2024 22:39 - 1 hour(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 ...
E160: 2024 Predictions! Markets, tech, politics, and more
All-In with Chamath, Jason, Sacks & Friedberg - January 06, 2024 05:48 - 1 hour(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 ...
E159: The Bestie Awards! Recapping the best and worst of 2023
All-In with Chamath, Jason, Sacks & Friedberg - December 29, 2023 17:00 - 1 hour(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 ...
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
All-In with Chamath, Jason, Sacks & Friedberg - December 23, 2023 02:26 - 1 hour(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 Rya...
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
All-In with Chamath, Jason, Sacks & Friedberg - December 16, 2023 00:37 - 1 hour(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 ...
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
All-In with Chamath, Jason, Sacks & Friedberg - December 08, 2023 00:11 - 1 hour(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...
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
All-In with Chamath, Jason, Sacks & Friedberg - December 01, 2023 17:13 - 2 hours(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 cur...
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
All-In with Chamath, Jason, Sacks & Friedberg - November 17, 2023 08:20 - 1 hour(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, Is...
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
All-In with Chamath, Jason, Sacks & Friedberg - November 11, 2023 01:02 - 1 hour(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East (3...
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
All-In with Chamath, Jason, Sacks & Friedberg - November 03, 2023 08:33 - 1 hour(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its “Cronkite Moment” (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork will reportedly ...
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
All-In with Chamath, Jason, Sacks & Friedberg - October 27, 2023 19:48 - 1 hour(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi accide...
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
All-In with Chamath, Jason, Sacks & Friedberg - October 20, 2023 07:23 - 1 hour(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past (42:56) Harvard and Penn megadonors c...
E149: Hamas terror attacks in Israel: fallout, reaction, next steps
All-In with Chamath, Jason, Sacks & Friedberg - October 13, 2023 16:00 - 1 hour(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52) Trump administration's wins, Kushner's competence, path to a two-state solution (28:51) Letter from Harvard student organizations: understanding the reaction an...
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
All-In with Chamath, Jason, Sacks & Friedberg - October 07, 2023 03:35 - 1 hour(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem (25:20) US Southern Border: Understanding the situation based on data (44:39) Cru...
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
All-In with Chamath, Jason, Sacks & Friedberg - September 29, 2023 19:50 - 1 hour(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 p...
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