Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions
1:31:43
1:31:43
Play later
Play later
Lists
Like
Liked
1:31:43
(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publishes data from first incoming class post race-based admissions ban (36:16) Decision 2024: State of the race, Polls vs prediction markets (52:33) Tale of two tickets: Private sector vs. Public sector (1:05:19) Kamala Harris supports Biden's tax plans…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
1:46:02
1:46:02
Play later
Play later
Lists
Like
Liked
1:46:02
(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google after last week's antitrust ruling (28:10) Starbucks replaces CEO with Chipotle chief (45:37) Work culture, WFH's damage to informal mentorship (59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus (1:21:…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
1:44:29
1:44:29
Play later
Play later
Lists
Like
Liked
1:44:29
(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
1:19:10
1:19:10
Play later
Play later
Lists
Like
Liked
1:19:10
(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching clo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
1:39:26
1:39:26
Play later
Play later
Lists
Like
Liked
1:39:26
(0:00) Bestie intros: Nostracanis appears! (3:50) Wiz turns down Google's $23B offer, intends to IPO (13:30) CrowdStrike's rough week (17:51) Market update: Mag 7 sell-off? (22:47) Sam Altman's UBI study was a mixed bag (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire (48:35) Biden out, Kam…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
1:15:57
1:15:57
Play later
Play later
Lists
Like
Liked
1:15:57
(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 applica…
…
continue reading
![Artwork](/static/images/128pixel.png)
51
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
1:25:38
1:25:38
Play later
Play later
Lists
Like
Liked
1:25:38
(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,…
…
continue reading
(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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
1:23:06
1:23:06
Play later
Play later
Lists
Like
Liked
1:23:06
(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 rest…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
1:21:36
1:21:36
Play later
Play later
Lists
Like
Liked
1:21:36
(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 w…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
In conversation with President Trump
1:20:35
1:20:35
Play later
Play later
Lists
Like
Liked
1:20:35
(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: Chi…
…
continue reading
![Artwork](/static/images/128pixel.png)
101
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
1:24:48
1:24:48
Play later
Play later
Lists
Like
Liked
1:24:48
(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…
…
continue reading
![Artwork](/static/images/128pixel.png)
101
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
1:25:26
1:25:26
Play later
Play later
Lists
Like
Liked
1:25:26
(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…
…
continue reading
![Artwork](/static/images/128pixel.png)
101
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
1:47:42
1:47:42
Play later
Play later
Lists
Like
Liked
1:47:42
(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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
1:30:06
1:30:06
Play later
Play later
Lists
Like
Liked
1:30:06
(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 citizen…
…
continue reading
![Artwork](/static/images/128pixel.png)
151
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
1:41:14
1:41:14
Play later
Play later
Lists
Like
Liked
1:41:14
(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) …
…
continue reading
(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI i…
…
continue reading