Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
All-In with Chamath, Jason, Sacks & Friedberg
- 41 views
- 7 days ago
- 01:15:56
(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional decay (37:02) Inside the RNC: Sacks breaks down his speech (41:16) Trump picks JD Vance as his running mate (58:52) All-In Summit scholarship applications are LIVE! (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B Apply for the All-In Summit: https://summit.allinpodcast.co Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Sacks RNC speech: https://www.youtube.com/watch?v=rLArznk0Ns4 Jason's links (16:34): https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it Referenced in the show: https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474 https://x.com/TeslaVee/status/1813785645472690479 https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html https://x.com/DylanByers/status/1811855698566975936 https://x.com/newrepublic/status/1810009748697448541 https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee https://www.youtube.com/watch?v=pot7R0Affjs https://x.com/cb_doge/status/1813289249288134660 https://x.com/mualphaxi/status/1812579998735491327 https://x.com/DavidSacks/status/1813270784942494110 https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service https://x.com/yashar/status/1813757637584134615 https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html https://x.com/VivekGRamaswamy/status/1812929198433964249 https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007 https://x.com/RitaPanahi/status/1813790835332595863 https://x.com/RWTNews/status/1813779819697725669 https://www.youtube.com/watch?v=h4FnpoNU8AI https://www.youtube.com/watch?v=Xejs4gGUpjE https://www.axios.com/2024/07/15/sequoia-capital-stripe https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats https://www.youtube.com/watch?v=XJP2zlH2nt8 https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
All-In with Chamath, Jason, Sacks & Friedberg
- 76 views
- 15 days ago
- 01:25:37
(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI sentiment turns bearish due to massive spend with little revenue (40:51) A16Z's 20K GPU cluster (46:41) Broad implications of France elections (1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances Apply for All-In Summit: https://summit.allinpodcast.co Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://x.com/teddyschleifer/status/1811423421861113915 https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2 https://fred.stlouisfed.org/series/UNRATE https://www.google.com/finance/quote/SPY:NYSEARCA https://ycharts.com/indicators/sp_500_pe_ratio https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024 https://youtu.be/R6hJh-OwoZw https://www.sequoiacap.com/article/ais-600b-question https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals https://x.com/natfriedman/status/1668650915505803266 https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html https://x.com/CilComLFC/status/1810110921383010563 https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520 https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214 https://x.com/greenfield64/status/1811199262350532767 https://x.com/Olivianuzzi/status/1808924240529535352 https://x.com/peterjhasson/status/1811052411584164210 https://youtu.be/kOeARghNIaY https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out
The Jonathan Haidt Interview
All-In with Chamath, Jason, Sacks & Friedberg
- 66 views
- 17 days ago
- 01:13:57
(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media (12:39) Understanding how humans are wired from an evolutionary biology perspective (27:22) Haidt's proposals to help younger generations (33:12) Linking themes and trends in Haidt's books with recent college protests (48:17) Explaining traditional liberalism and conservatism (56:55) Lightning Round: Parenting tips, Gen Z employees Jonathan's website: https://jonathanhaidt.com Buy The Anxious Generation: https://www.anxiousgeneration.com/book Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.anxiousgeneration.com/take-action https://www.azquotes.com/quote/1385350 https://www.azquotes.com/quote/926752 https://www.thecoddling.com/chapter-1-antifragility https://www.anxiousgeneration.com https://www.afterbabel.com https://letgrow.org
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
All-In with Chamath, Jason, Sacks & Friedberg
- 95 views
- 22 days ago
- 01:23:05
(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/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination 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://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know 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.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268 https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02 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 https://x.com/unusual_whales/status/1808558981457326368
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
All-In with Chamath, Jason, Sacks & Friedberg
- 190 views
- 28 days ago
- 01:21:35
(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering for-profit conversion (54:11) The problem with safety-focused AI startups (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811 https://youtu.be/R6hJh-OwoZw https://x.com/KellyO/status/1806505436457189594 https://x.com/WesternLensman/status/1806660589315658003 https://x.com/stoolpresidente/status/1806496453545586779 https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab https://www.youtube.com/watch?v=YMnkqY98Cyo https://x.com/benioff/status/1805664701298491623 https://www.youtube.com/watch?v=CwQMMzoeH9s https://x.com/JoeBiden/status/1806739920255320347
In conversation with President Trump
All-In with Chamath, Jason, Sacks & Friedberg
- 450 views
- about 1 month ago
- 01:20:34
(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) Foreign policy: Ukraine/Russia (25:05) Foreign policy: Israel/Palestine (28:13) Abortion: Stance on a national ban (31:09) Foreign policy: China (32:33) COVID: Origins, Fauci relationship, deep state, bad deals (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent (46:07) JFK Files: Full release, importance of transparency (48:06) Debate prediction (50:15) Post-interview debrief Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://x.com/tyler/status/1803872859938549920 https://x.com/cameron/status/1803876953860247831 https://x.com/LHSummers/status/1802097688269181436 https://x.com/davidsacks/status/179888324567070746
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
All-In with Chamath, Jason, Sacks & Friedberg
- 270 views
- about 1 month ago
- 01:24:47
(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? Follow Tim Naki: https://www.instagram.com/tim.naki Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.instagram.com/tim.naki https://x.com/eoghan/status/1799161733766062545 https://x.com/bennyjohnson/status/1800979079472288145 https://x.com/bennyjohnson/status/1797086962626494840 https://x.com/elonmusk/status/1801084780035154058 https://x.com/jhall/status/1795794521604718814 https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion https://companiesmarketcap.com https://www.youtube.com/watch?v=RXeOiIDNNek https://x.com/chiefaioffice/status/1801022115426009309 https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://fred.stlouisfed.org/series/FEDFUNDS https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024 https://fred.stlouisfed.org/series/CES0500000003 https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html https://fred.stlouisfed.org/series/JTSJOL https://x.com/VinnyLingham/status/1801129023168454907 https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1 https://x.com/jameslavish/status/1801248976911634648 https://x.com/peterfenton/status/1801300735520608529
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
All-In with Chamath, Jason, Sacks & Friedberg
- 180 views
- about 2 months ago
- 01:25:25
(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=dQQhAg0mfF8 https://x.com/vkhosla/status/1769529054955446533 https://x.com/vkhosla/status/1796293773389127987 https://x.com/shaunmmaguire/status/1796415146077954329 https://x.com/DavidSacks/status/1798100723617698097 https://x.com/SawyerMerritt/status/1798779830521000426 https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a https://companiesmarketcap.com https://www.youtube.com/watch?v=F9cO3-MLHOM https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519 https://www.reddit.com/user/DeepFuckingValue https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4 https://x.com/TheRoaringKitty/status/1789807772542067105 https://www.google.com/finance/quote/GME:NYSE https://www.youtube.com/watch?v=M-VO6dtFRes https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301 https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html https://www.instagram.com/tim.naki/reels https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other https://x.com/leonsimons8/status/1793319395080520036
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
All-In with Chamath, Jason, Sacks & Friedberg
- 290 views
- about 2 months ago
- 01:47:41
(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI correction? Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance https://x.com/emilyakopp/status/1795482121739354552 https://x.com/R_H_Ebright/status/1795454118594568312 https://www.youtube.com/watch?v=jGxSlW0NrB4 https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390 https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit https://x.com/KatherineEban https://x.com/emilyakopp https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics https://www.youtube.com/watch?v=nvQTXAgtA6s https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500 https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict https://www.google.com/finance/quote/DELL:NYSE https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
All-In with Chamath, Jason, Sacks & Friedberg
- 180 views
- 2 months ago
- 01:30:05
(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://x.com/BobbyAllyn/status/1792679435701014908 https://x.com/sama/status/1790075827666796666 https://openai.com/index/how-the-voices-for-chatgpt-were-chosen https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice https://x.com/SydSteyerhart/status/1792981291266138531 https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees https://x.com/sama/status/1791936857594581428 https://x.com/ilyasut/status/1790517455628198322 https://x.com/janleike/status/1790603862132596961 https://x.com/janleike/status/1791498184671605209 https://openai.com/index/openai-announces-leadership-transition https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025 https://www.google.com/finance/quote/INTC:NASDAQ https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022 https://chamath.substack.com/p/2023-annual-letter https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden https://fred.stlouisfed.org/series/CCLACBW027SBOG https://x.com/KariLake/status/1792986501820850333 https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation https://www.google.com/finance/quote/MCD:NYSE https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781 https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x https://pubmed.ncbi.nlm.nih.gov/12708228 https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247 https://pubmed.ncbi.nlm.nih.gov/21524797 https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133 https://www.youtube.com/watch?v=o6yuYkfNh-k https://www.youtube.com/watch?v=EYQjShJxCtM https://www.youtube.com/watch?v=r_4jrMwvZ2A
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
All-In with Chamath, Jason, Sacks & Friedberg
- 210 views
- 2 months ago
- 01:41:13
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm https://x.com/OpenAI/status/1790130703721521305 https://x.com/OpenAI/status/1790089513387143469 https://crfm.stanford.edu/helm/mmlu/v1.3.0/# https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3 https://www.opencompute.org https://glue.ai https://ragie.ai https://ohalo.com https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula https://twitter.com/DavidSacks/status/1378034932006592512 https://www.athenawow.com/jcal https://calacanis.substack.com/p/startup-productivity-in-the-age-of https://blog.google/products/search/generative-ai-google-search-may-2024 https://www.youtube.com/watch?v=XEzRZ35urlk https://finance.yahoo.com/quote/GOOG https://startuptalky.com/apple-failed-products
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
All-In with Chamath, Jason, Sacks & Friedberg
- 1.5K views
- 8 months ago
- 02:09:07
(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 current political landscape and presidential candidates (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit (1:33:56) Post-interview debrief (1:41:49) Understanding the chaos at OpenAI Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Tucker: https://twitter.com/TuckerCarlson 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: Tucker Carlson segment links: https://twitter.com/talkrealopinion/status/1728139279019188257 https://twitter.com/greg_price11/status/1729991837958414573 https://twitter.com/hansmahncke/status/1730019598064390597 OpenAI segment links: https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board https://twitter.com/btaylor/status/1730030765482938521 https://twitter.com/chamath/status/1726351777581449627 https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22 https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11 http://paulgraham.com/fundraising.html https://openai.com/our-structure
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
All-In with Chamath, Jason, Sacks & Friedberg
- 930 views
- 8 months ago
- 01:56:18
(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, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground (1:19:30) Post-interview debrief (1:29:12) Xi and Biden meet in San Francisco, Newsom up next? (1:45:00) Science Corner!: DeepMind's new weather forecasting model 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/TalentiGelato/status/487275228952014848 https://www.pinterest.com/pin/491244271857449720 https://designreplace.com/dean-phillips-us-congress https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments https://twitter.com/chamath/status/1718016818118553622 https://twitter.com/disclosetv/status/1724093441519341573 https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting