Latest Davidfriedberg Podcast Episodes
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...
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
All-In with Chamath, Jason, Sacks & Friedberg - September 22, 2023 22:51 - 1 hour(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) Did the...
E145: Presidential Candidate Chris Christie in conversation with the Besties
All-In with Chamath, Jason, Sacks & Friedberg - September 08, 2023 20:23 - 2 hours(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Russia: culpability, where to go from here (36:47) US defense budget, optimizing spend, ze...
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
All-In with Chamath, Jason, Sacks & Friedberg - September 01, 2023 12:00 - 1 hour(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece (27:51) BRICS adds six new members, Sacks breaks down some potential advantage...
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
All-In with Chamath, Jason, Sacks & Friedberg - August 25, 2023 23:56 - 1 hour(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current...
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
All-In with Chamath, Jason, Sacks & Friedberg - August 18, 2023 21:58 - 1 hour(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real estate capital crunch (1:12:26) Trump's ...
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg - August 11, 2023 06:23 - 1 hour(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO down rounds, incentives to go public (...
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
All-In with Chamath, Jason, Sacks & Friedberg - August 04, 2023 20:16 - 1 hour(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) Fitch downgrades US debt rating (1:09:12) Trump's newest indictment Follow the besties: https://twitter.com/chamath https://linktr.ee...
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
All-In with Chamath, Jason, Sacks & Friedberg - July 27, 2023 22:08 - 1 hour(0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight loss in the US (21:56) Are there too many VCs? (38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine (54:07) Equity participations vs. unions, owners...
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
All-In with Chamath, Jason, Sacks & Friedberg - July 21, 2023 21:53 - 2 hours(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment work requirements, immigration (30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China (44:46) Media strategy, Silicon...
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
All-In with Chamath, Jason, Sacks & Friedberg - July 14, 2023 17:02 - 1 hour(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips (36:33) Lina Khan's losing streak, "...
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
All-In with Chamath, Jason, Sacks & Friedberg - July 09, 2023 17:22 - 1 hour(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data and outlook, and EU risk (56:07) Florida Senate Bill 1718, jobs, and immigration debate (1:21:48) Chinese balloon: political farce? (...
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
All-In with Chamath, Jason, Sacks & Friedberg - July 01, 2023 01:32 - 1 hour(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B (1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency ...
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
All-In with Chamath, Jason, Sacks & Friedberg - June 24, 2023 01:14 - 1 hour(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection (33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future (51:49)...
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg - June 16, 2023 20:55 - 1 hour(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question" (50:27) Jay Tradin...
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
All-In with Chamath, Jason, Sacks & Friedberg - June 10, 2023 17:00 - 1 hour(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas (56:16) ...
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
All-In with Chamath, Jason, Sacks & Friedberg - June 02, 2023 20:36 - 1 hour(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble? (1:11:34) Book banning follow-up (1:19:10) Nvidia going fo...
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
All-In with Chamath, Jason, Sacks & Friedberg - May 26, 2023 20:19 - 1 hour(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher taxes (57:46) Nvidia up 30% due to m...
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
All-In with Chamath, Jason, Sacks & Friedberg - May 19, 2023 21:12 - 1 hour(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White Hou...
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
All-In with Chamath, Jason, Sacks & Friedberg - May 12, 2023 19:50 - 1 hour(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy accusations (49:52) Trump dominates CNN "T...
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
All-In with Chamath, Jason, Sacks & Friedberg - May 05, 2023 21:44 - 2 hours(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling (33:22) US Govt Intelligence Agencies: "Deep Sta...
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