Episodes

  • Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

    Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
    Oct 25 2024
    (0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or has it hit market saturation? Get tickets to The All-In Holiday Spectacular: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://allin.com/events https://fred.stlouisfed.org/series/DGS10 https://www.google.com/finance/quote/GCW00:COMEX https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/BTC-USD https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html https://fred.stlouisfed.org/series/A091RC1Q027SBEA https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09 https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23 https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html https://x.com/scubaryan_/status/1848072120699625968 https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid https://x.com/justintrudeau/status/1849467713711710699 https://x.com/scubaryan_/status/1848072120699625968 https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx
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    1 hr and 37 mins
  • Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

    Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
    Oct 18 2024

    (0:00) Bestie intros

    (2:01) Polls vs Prediction markets, dueling interviews, election update

    (16:06) Tesla's Robotaxi event and SpaceX's Starship catch

    (27:36) Uber reportedly looking into acquiring Expedia

    (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI

    (1:11:10) Lawfare from the California Coastal Commission

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575

    https://x.com/elonmusk/status/1846826782797799580

    https://x.com/collinrugg/status/1845472475322462468

    https://x.com/SawyerMerritt/status/1839424008900477354

    https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7

    https://www.google.com/finance/quote/EXPE:NASDAQ

    https://companiesmarketcap.com/expedia/revenue

    https://x.com/Jason/status/1847016512583786921

    https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html

    https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html

    https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html

    https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017
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    1 hr and 19 mins
  • JD Vance | All-In Summit 2024

    JD Vance | All-In Summit 2024
    Oct 15 2024

    (0:00) Announcement from Friedberg

    (0:18) Besties intro JD Vance!

    (3:33) America's innovation problem

    (5:04) Thoughts on Trump

    (8:53) Would JD Vance have certified the election in 2020?

    (12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs

    (19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years

    (23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem

    (25:55) Fixing the Southern Border

    (32:16) How to practically approach deportations, who's coming in through the Southern Border?

    (36:51) Relationship with China

    Follow JD Vance:

    https://x.com/JDVance

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect
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    46 mins
  • Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

    Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
    Oct 11 2024
    (0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The Jayter's Ball (38:53) Google antitrust update: DOJ is going for a breakup (53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs (1:03:44) New TikTok survey shows increased usage as a news source (1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris? Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://allin.com/meetups https://youtube.com/@allin https://allin.com/tequila https://allin.com https://x.com/Ry_Bass/status/1844367980249178396 https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240 https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch https://www.nature.com/articles/s43247-024-01442-3 https://x.com/vkhosla/status/1844166857655533811 https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html https://www.nature.com/articles/d41586-024-03214-7 https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0 https://x.com/AOC/status/1844034727935988155 https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c https://x.com/iapolls2022/status/1844418916107341948 https://x.com/2waytvapp/status/1844803367740096811 https://x.com/DavidSacks/status/1829383729284067659
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    1 hr and 24 mins
  • Elon Musk | All-In Summit 2024

    Elon Musk | All-In Summit 2024
    Oct 8 2024

    (0:00) Announcement from Friedberg

    (0:24) Besties intro Elon Musk!

    (1:23) The Battle of Free Speech

    (10:24) Potential government efficiency agency

    (27:45) SpaceX updates, overreaching regulations

    (36:10) Thoughts on Boeing's culture

    (38:27) The 80/20 AI Future

    (54:03) Elon and Jason share unaired SNL skits

    Follow Elon:

    https://x.com/elonmusk

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect
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    1 hr and 4 mins
  • In conversation with Mark Cuban

    In conversation with Mark Cuban
    Oct 3 2024

    (0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992

    (5:43) The history of Cuban's love/hate relationship with Trump

    (19:08) Trump's performance as President: what he got right and wrong

    (40:46) Party nominations: Kamala vs. Trump

    (49:18) Biden's performance as President: what he got right and wrong

    (55:45) Should Kamala share blame for Biden's failures?

    (1:07:01) International conflict, national debt, crypto regulation

    (1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump

    (1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs

    (1:44:50) Thoughts on AI, what's next for him

    (1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise

    Follow Mark:

    https://x.com/mcuban

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m

    https://fred.stlouisfed.org/series/GFDEBTN

    https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing

    https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources
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    2 hrs and 6 mins
  • John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

    John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
    Oct 1 2024

    (0:00) Announcement from Friedberg!

    (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs

    (1:32) What is the Deep State Party, and what are their goals?

    (13:56) Should America leverage its power against dictators?

    (22:07) The China threat: avoiding the escalatory path to nuclear war

    (36:08) India's growing role; are China's wounds self-inflicted?

    (47:07) Conflict in the Middle East and the path to peace

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect
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    54 mins
  • OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

    OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
    Sep 27 2024

    (0:00) Bestie intros: In Memoriam

    (6:43) OpenAI's $150B valuation: bull and bear cases

    (24:46) Will AI hurt or help SaaS incumbents?

    (40:41) Implications from OpenAI's for-profit conversion

    (49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?

    (1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up

    (1:20:55) Risk of nuclear war increasing

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/

    https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company

    https://x.com/chiefaioffice

    https://openai.com/our-structure

    https://x.com/unusual_whales/status/1658664383717978112

    https://x.com/elonmusk/status/1839121268521492975

    https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399

    https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book

    https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html

    https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393

    https://layoffs.fyi

    https://educationdata.org/college-enrollment-statistics

    https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees
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    1 hr and 36 mins