All-In with Chamath, Jason, Sacks & Friedberg

(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:

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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

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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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

(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

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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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

(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:

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https://x.com/friedberg

Follow on X:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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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

(0:00) Bestie intros + All-In Summit recap

(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?

(17:35) AI is coming for call centers; how agent training works

(33:41) US government wasting $50B for rural internet and EV charging stations

(47:10) Reflecting on some rough years in VC: is the model broken?

(1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race

Follow the besties:

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Follow on TikTok:

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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.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc

https://mearsheimer.ai

https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives

https://x.com/brendancarrfcc/status/1836079197967532497

https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years

https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html

https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer

https://x.com/brendancarrfcc/status/1836435062994121053

https://x.com/brendancarrfcc/status/1834009499931463705

https://x.com/molson_hart/status/1835650978906857948

https://x.com/danprimack/status/1824506087116058665

https://x.com/Jason/status/1768073854545449228

https://chamath.substack.com/p/2023-annual-letter

https://x.com/Jason/status/1836820167449326063

https://www.axios.com/2024/04/03/us-global-venture-capital-q1

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://x.com/GrageDustin/status/1836178999178866766

https://www.snopes.com/fact-check/trump-very-fine-people

https://x.com/EndWokeness/status/1836516153893519867

(0:00) Bestie intros! Jason goes "Founder Mode"

(1:03) All-In Summit lineup announcement

(9:01) Understanding "Founder Mode"

(32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"

(52:28) Tech's Section 230 protections might be in danger after new ruling

(1:08:45) DOJ charges two Russians with infiltrating US media company

(1:22:42) Kamala's economic pivot

Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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Follow on Instagram:

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Follow on TikTok:

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Follow on LinkedIn:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://paulgraham.com/foundermode.html

https://x.com/chamath/status/1831003871344501069

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

https://a16z.com/on-micromanagement

https://www.amazon.com/gp/product/0679762884

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

https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756

https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn

https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1

https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058

https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html

https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe

https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe

https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo

https://www.axios.com/2024/08/22/bolt-investors-baffled

https://x.com/MikeSacksEsq/status/1828795866590896599

https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges

https://www.youtube.com/watch?v=0JTcxIVlQfU

https://x.com/elonmusk/status/1830440852411326782

https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands

https://www.justice.gov/opa/media/1366266/dl

https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference

https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats

(0:00) Bestie intros: Buttons are back for fall

(1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks

(7:52) State of AI: Nvidia, cluster buildouts, competition

(19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit

(29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry

(41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots

(52:02) Reid's thoughts on growing antisemitism

(55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc.

(1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump

(1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump

(1:31:13) Falling out with the Democratic Party

(1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda

(1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Reid Hoffman:

https://x.com/reidhoffman

Follow Robert F. Kennedy Jr.:

https://x.com/RobertKennedyJr

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025

https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592

(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, including a 25% wealth tax on those with more than $100M in assets

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

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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.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html

https://x.com/RealEJAntoni/status/1826290040374243821

https://x.com/DavidSacks/status/1664788807059660800

https://www.statista.com/statistics/269959/employment-in-the-united-states

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

https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774

https://x.com/chamath/status/1826360792351957141

https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://x.com/Polymarket/status/1826469365069271419

https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes

https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations

https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ

https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families

https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf

(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

(1:21:27) Boeing's Starliner disaster strands two astronauts in space

(1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report

Follow the besties:

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https://twitter.com/friedberg

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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/harry_schuh/status/1822030518038491400

https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win

https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff

https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf

https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9

https://www.cafexapp.com

https://www.google.com/finance/quote/CMG:NYSE

https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af

https://www.youtube.com/watch?v=mzLCpmRad5o

https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html

https://x.com/Jason/status/1823826884112867609

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://x.com/JStein_WaPo/status/1823913395986305342

https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record

https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991

https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024

https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries

https://en.wikipedia.org/wiki/Whip_Inflation_Now

https://www.google.com/finance/quote/WMT:NYSE

https://www.wsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539

https://time.com/7009317/reintroduction-of-kamala-harris

https://x.com/TIME/status/1822951410956218385

https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers

https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries

https://www.socialcapital.com/ideas/2019-annual-letter

https://www.google.com/finance/quote/BA:NYSE

https://www.azquotes.com/quote/1413855

https://www.washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-station

https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts

https://newatlas.com/space/first-manned-crew-dragon-flight-date

https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq

https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch

https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019

https://spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problems

https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work

https://www.boeing.com/space/starliner/launch/archive.html

https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch

https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch

https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia

https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c

https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda

https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

https://www.youtube.com/watch?v=OS4O8rGRLf8

https://www.youtube.com/watch?v=ild-PsPD_Uw

(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) Kamala picks Minnesota Governor Tim Walz as her running mate

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/@theallinpod

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.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8

https://tradingeconomics.com/japan/interest-rate

https://pebblewriter.com/the-yen-carry-trade-explained

https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan

https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22

https://x.com/GoldmanSachs/status/1793998451291615316

https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec

https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html

https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound

https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html

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

https://polymarket.com/event/how-many-fed-rate-cuts-this-year

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR

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

https://x.com/RealEJAntoni/status/1799085407394845087

https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves

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

https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17

https://www.documentcloud.org/documents/25032786-googleruling

https://x.com/Jason/status/1820823406503157764

https://x.com/chamath/status/1817893425137508474

https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates

https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice

https://x.com/NickFondacaro/status/1820840411335737852

https://x.com/KamalaHQ/status/1820918063966962143

https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick

https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html

https://x.com/PokerGO/status/1818836856890704291

(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 closer to war in the Middle East?

(1:06:17) Bill Ackman withdraws Pershing Square USA IPO

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/@theallinpod

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.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech

https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title

https://x.com/jeffstorobinsky/status/1818722254542590012

https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572

https://x.com/grdecter/status/1819362069797654784

https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e

https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs

https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips

https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html

https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html

https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae

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

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

https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html

https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp

https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17

(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, Kamala in: Hot swap complete, speed-run primary subverted

(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

(1:08:37) Sacks responds to smear campaign

(1:26:46) Science Corner: China's nuclear buildout

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/@theallinpod

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.cnbc.com/2024/07/23/google-wiz-deal-dead.html

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

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

https://www.google.com/finance/quote/SPY:NYSEARCA

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

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html

https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497

https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination

https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106

https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267

https://x.com/JoeBiden/status/1815080881981190320

https://x.com/paulg/status/1816334112086712830

https://x.com/paulg/status/1771640321446683060

https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf

https://x.com/mwseibel/status/1816542692727488784

(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

(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

(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

(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

(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:

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Follow on Instagram:

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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

(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

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https://twitter.com/friedberg

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

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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

(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

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Follow on X:

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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

(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:

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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

(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

(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

(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

(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 in a post-AI world

(52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company

(1:05:33) Post-interview recap

(1:10:38) All-In Summit announcements, college protests

(1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next?

(1:29:41) Google unveils AlphaFold 3.0

Follow Sam:

https://twitter.com/sama

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://twitter.com/EconomyApp/status/1622029832099082241

https://sacra.com/c/openai

https://twitter.com/tim_cook/status/1787864325258162239

https://openai.com/index/introducing-the-model-spec

https://twitter.com/SabriSun_Miller/status/1788298123434938738

https://www.archives.gov/founding-docs/bill-of-rights-transcript

https://twitter.com/ClayTravis/status/1788312545754825091

https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html

https://www.youtube.com/watch?v=snbTCWL6rxo

https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html

https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036

https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg

(11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7

(28:18) Paths forward, documentary decisions, involvement of women in protests

(53:03) Post-interview debrief

(59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1

Follow Sheryl:

https://twitter.com/sherylsandberg

Watch Screams Before Silence:

https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

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://twitter.com/fakechamath

https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html

https://news.un.org/en/story/2024/03/1147477

https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/

https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html

https://github.com/Profluent-AI/OpenCRISPR

(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 company formation

(1:00:33) Besties reminisce on their encounters with Steve Jobs

(1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done?

(1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets

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://ai.meta.com/blog/meta-llama-3

https://huggingface.co/meta-llama/Meta-Llama-3-8B

https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem

https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3

https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html

https://www.youtube.com/watch?v=kiMTRQXBol0

https://twitter.com/AravSrinivas/status/1781099224169320500

https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge

https://twitter.com/lauramaywendel/status/1782040453266710551

https://twitter.com/naveengrao/status/1781491370114633816

https://twitter.com/winglian/status/1783456379199484367

https://www.meta.ai

https://twitter.com/chamath/status/1780302197772952049

https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out

https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21

https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand

https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01

https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d

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

https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html

https://www.tesla.com/blog/master-plan-part-deux

https://twitter.com/chamath/status/1776663647735218491

https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf

https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html

https://palmetto.com

https://www.youtube.com/watch?v=pja_n8ThDsU

https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit

https://twitter.com/DavidSacks/status/1777496946263134414

https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html

https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements

https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes

https://www.techemails.com/p/steve-jobs-emails-adobes-ceo

https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android

https://www.youtube.com/watch?v=CWOt9Cjq2mw

https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package

https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150

https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html

https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo

https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance

https://twitter.com/DavidSacks/status/1783220583075111401

https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06

https://x.com/MsMelChen/status/1783524423963697262

https://x.com/Jason/status/1783556155924705388

https://x.com/Jason/status/1783604248569360516

https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922

https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf

https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll

https://balajis.com/p/all-it-takes-is-all-you-got

https://twitter.com/maceskridge/status/1783290784311058788

(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's review, the Ex-Apple issue, polarizing reactions

(1:02:28) Startup tax crisis: How a recent provision upended R&D deductions

(1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US

(1:23:33) How to get better at chess, childhood Bestie schemes

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://twitter.com/NoTechApartheid/status/1780278895058518468

https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html

https://www.notechforapartheid.com

https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract

https://twitter.com/CollinRugg/status/1779914595156808045

https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000

https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f

https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html

https://www.youtube.com/watch?v=3-APSXZy9UI

https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html

https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000

https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000

https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html

https://twitter.com/JustStop_Oil/status/1580883249228046336

https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia

https://www.npr.org/about-npr/178659563/our-mission-and-vision

https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust

https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work

https://twitter.com/realchrisrufo

https://twitter.com/wokal_distance/status/1780695504210567335

https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass

https://humane.com

https://www.youtube.com/watch?v=TitZV6k8zfA

https://www.youtube.com/watch?v=6xWXRk3yaSw

https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036

https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM

https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924

https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8

https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal

https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports

https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue

https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work

https://www.youtube.com/watch?v=U2huVf1l4UE

Register 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 third straight month: chance of a HIKE instead of a cut?

(45:41) AI disclosure bill: important step for creators or unnecessary?

(1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision

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://summit.allinpodcast.co

https://youtu.be/FgUKIRnxrxw

https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr

https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php

https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html

https://www.investing.com/economic-calendar/core-cpi-736

https://www.investing.com/economic-calendar/cpi-733

https://twitter.com/LHSummers/status/1778093870271664291

https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e

https://twitter.com/LHSummers/status/1762607548828360798

https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula

https://twitter.com/chamath/status/1778098007625572487

https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship

https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html

https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html

https://twitter.com/unusual_whales/status/1778479545613439455

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

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

https://twitter.com/chamath/status/1777017715846455470/photo/1

https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies

https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf

https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html

https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google

https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story

https://www.youtube.com/watch?v=xG1vOxwgqJw

https://twitter.com/sambendett/status/1774074927437475862

https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19

https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12

https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://www.saildrone.com

https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups

https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country

https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves

https://www.allencontrolsystems.com

https://www.allencontrolsystems.com/bullfrog

(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 loss fears go mainstream, potential for autonomous domestic robots in next five years

(1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications

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.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html

https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors

https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13

https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21

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

https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458

https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43

https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans

https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html

https://twitter.com/mtaibbi/status/1619029772977455105

https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories

https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04

https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue

https://www.google.com/finance/quote/HUBS:NYSE

https://www.statista.com/statistics/266249/advertising-revenue-of-google

https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet

https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results

https://twitter.com/thedailyshow/status/1774995166778020059

https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011

https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html

https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976

https://twitter.com/lina_colucci/status/1775668500931268665

https://twitter.com/tsarnick/status/1748923998052975099

https://twitter.com/Figure_robot/status/1767913661253984474

https://twitter.com/elonmusk/status/1746964887949934958

https://www.geckorobotics.com/company/robots

https://twitter.com/DavidSacks/status/1775926842257813910

https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia

https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks

https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

(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 crisis?

(1:11:59) Science Corner: Why the price of cocoa has skyrocketed!

(1:16:41) Movie talk and wrap!

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.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28

https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html

https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison

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

https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm

https://www.sec.gov/news/press-release/2023-121

https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d

https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html

https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay

https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e

https://twitter.com/CollinRugg/status/1773147897439436939

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11

https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf

https://manhattan.institute/article/the-limits-of-taxing-the-rich

https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf

https://fred.stlouisfed.org/series/FYFRGDA188S

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.oecd.org/tax/revenue-statistics-united-states.pdf

https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services

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

https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter

https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures

https://www.movieposters.com/products/daliland-mpw-138836

https://twitter.com/stillgray/status/1773234188663054751

https://twitter.com/elonmusk/status/1773240336292393144

(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" of Inflection AI

(48:43) How the besties would deploy $40B in AI as a sovereign wealth fund

(1:01:57) Reddit IPO: is risk-on back?

(1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf

https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets

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

https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools

https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search

https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing

https://twitter.com/chamath/status/1769751534940918234

https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks

https://twitter.com/Patworx/status/1760189582870536408

https://www.youtube.com/watch?v=QNv9PRDIhes

https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634

https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23

https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft

https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai

https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding

https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html

https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html

https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532

https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f

https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question

https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient

https://twitter.com/neuralink/status/1770563939413496146

(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, what will this do to startups?

(40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?

(1:22:10) Florida on the verge of banning lab-grown meat

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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/RachaelRad/status/1767612555063955891

https://twitter.com/iamtomnash/status/1768135725403226256

https://twitter.com/CollinRugg/status/1752749485070156025

https://futurism.com/video-openai-cto-sora-training-data

https://twitter.com/tsarnick/status/1768021821595726254

https://www.harvey.ai

https://www.abridge.com

https://www.taxgpt.com

https://sierra.ai

https://twitter.com/cognition_labs/status/1767548763134964000

https://twitter.com/heyBarsee/status/1767934812315062646

https://sourcegraph.com/cody

https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas

https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years

https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote

https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800

https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate

https://twitter.com/rabois/status/1768107160662421772

https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3

https://time.com/6900348/tiktok-ban-donald-trump-congress

https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote

https://www.congress.gov/bill/118th-congress/house-bill/7521/text

https://en.wikipedia.org/wiki/United_States_foreign_adversaries

https://twitter.com/davidfrum/status/1753878721163882676

https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html

https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html

https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat

https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it

https://twitter.com/Teslaconomics/status/1768395010507182252

https://twitter.com/SpaceX/status/1768267464062943676

https://twitter.com/Andercot/status/1768328460622299424

(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 stagnation, Buffett starts trimming

(1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright

(1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event

(1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com

https://openai.com/our-structure

https://openai.com/blog/openai-elon-musk

https://twitter.com/vkhosla/status/1765424996548333997

https://twitter.com/pmarca/status/1764039155154399490

https://twitter.com/elonmusk/status/1765415187161464972

https://twitter.com/elonmusk/status/1765387202953937224

https://companiesmarketcap.com

https://www.berkshirehathaway.com/letters/2023ltr.pdf

https://twitter.com/KevinAFischer/status/1764892031233765421

https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html

https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account

https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04

https://www.berkshirehathaway.com/letters/letters.html

https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries

https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05

https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf

https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16

https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html

https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911

https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html

https://twitter.com/jawwwn_/status/1732888357980536924

https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp

https://time.com/6846934/bitcoin-all-time-high-price-holdings

https://www.google.com/finance/quote/BTC-USD

https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9

https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving

https://www.nejm.org/doi/full/10.1056/NEJMoa2309822

https://www.sciencedirect.com/science/article/pii/S016041202200099X

(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

(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?

(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups

(1:13:06) Reddit S-1 breakdown

(1:22:52) The Apple Car is dead: Apple cancels Project Titan

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://www.google.com/finance/quote/GOOG:NASDAQ

https://twitter.com/PirateWires/status/1762842476744708171

https://twitter.com/lulumeservey/status/1762864255437516932

https://x.com/pmarca/status/1762532979317043515

https://twitter.com/shellenberger/status/1762900581134557636

https://twitter.com/shaunmmaguire/status/1760885099984261564

https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22

https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini

https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm

https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf

https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

https://www.google.com/finance/quote/TLPFY:OTCMKTS

https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language

https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html

https://twitter.com/balajis/status/1763067849218850939

https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2

https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

(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 disaster: Is Google too woke to function as search gets disrupted by AI?

(1:17:17) War Corner with Sacks

Follow the besties: 

https://twitter.com/chamath

https://twitter.com/Jason

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://www.google.com/finance/quote/NVDA:NASDAQ

https://twitter.com/KobeissiLetter/status/1760680756689748478

https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024

https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market

https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D

https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1

https://twitter.com/JayScambler/status/1759372542530261154

https://twitter.com/chamath/status/1760343973632291212

https://x.ai

https://twitter.com/TheTranscript_/status/1760436281438314545

https://artificialanalysis.ai

https://www.contraline.com/product

https://www.cafexapp.com/commercial

https://blog.google/technology/ai/google-gemini-ai

https://blog.google/products/gemini/bard-gemini-advanced-app

https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace

https://twitter.com/benthompson/status/1760452419627233610

https://twitter.com/Patworx/status/1760189582870536408

https://twitter.com/micsolana/status/1760163801893339565

https://ai.google/responsibility/principles

https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback

https://twitter.com/Jason/status/1760780139476992062

https://twitter.com/paulg/status/1760416051181793361

https://twitter.com/chamath/status/1760729719094563019

https://twitter.com/Jason/status/1760780139476992062

(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, should the Democrats find a replacement? Plus, third party viability

(1:31:46) Takeaways from Tucker's Putin interview

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://companiesmarketcap.com/page/1

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

https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09

https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119

https://blog.google/products/gemini/bard-gemini-advanced-app

https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0

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

https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18

https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13

https://twitter.com/OpenAI/status/1758192957386342435

https://twitter.com/CultureCrave/status/1758212761748980089

https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024

https://twitter.com/nathanbenaich/status/1758036247115608317

https://twitter.com/natfriedman/status/1758143612561568047

https://twitter.com/OfficialLoganK/status/1758198997590618550

https://huggingface.co/spaces/tsujuifu/ml-mgie

https://huggingface.co/stablediffusionapi/juggernaut-xl

https://twitter.com/jrichlive/status/1757258553688256895

https://twitter.com/jrichlive/status/1493392725814566914

https://twitter.com/chamath/status/1757537426019598418

https://twitter.com/elonmusk/status/1757537968083075137

https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms

https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl

https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report

https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country

https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference

https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024

https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007

https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html

https://twitter.com/wikileaks/status/1497207251785818114

https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

(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

(1:12:16) Rolling real estate crisis continues

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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/Jason/status/1755273518416302522

https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales

https://twitter.com/Jason/status/1755386651080106166

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

https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx

https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income

https://www.google.com/finance/quote/SNAP:NYSE

https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares

https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html

https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html

https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf

https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf

https://cloudedjudgement.substack.com

https://twitter.com/chamath/status/1754641005851328553

https://help.openai.com/en/articles/8554397-creating-a-gpt

https://twitter.com/ArtificialAnlys/status/1747264832439734353

https://blog.research.google/2009/06/speed-matters.html

https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees

https://artificialanalysis.ai

https://chamath.substack.com/p/deep-dive-artificial-intelligence

https://twitter.com/danshipper/status/1751005727215301053

https://www.youtube.com/watch?v=7waMPlHugYI

https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut

https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people

(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 targeting $5B valuation in potential March IPO

(1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://www.vanityfair.com/news/tim-cook-apple-vision-pro

https://twitter.com/MKBHD/status/1752706894874202256

https://twitter.com/Box/status/1753085804115861766

https://twitter.com/briantong/status/1752645464204493147

https://www.meta.com/smart-glasses/shop-all

https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1

https://twitter.com/CollinRugg/status/1752749485070156025

https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674

https://ultimateclassicrock.com/judas-priest-suicide

https://www.reuters.com/article/idUSKBN1GX0C0

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

https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html

https://courts.delaware.gov/Opinions/Download.aspx?id=359340

https://www.google.com/finance/quote/GM:NYSE

https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a

https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay

https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html

https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo

https://twitter.com/DavidSacks/status/1639459879546150913

https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting

https://twitter.com/Global_Mil_Info/status/1752786864900108547

https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404

https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones

https://www.saildrone.com

(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

(1:13:07) Fintech's reckoning

(1:26:27) ARkStorm 2.0

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html

https://www.barrons.com/livecoverage/stock-market-today-012524

https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234

https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html

https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html

https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html

https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html

https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm

https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion

https://twitter.com/paulkrugman/status/1750529905627128154

https://fiscaldata.treasury.gov/americas-finance-guide/national-debt

https://twitter.com/RealEJAntoni/status/1750537238578930101

https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx

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

https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023

https://twitter.com/maxwelltani/status/1750507633247678531

https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html

https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html

https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html

https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts

https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html

https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast

https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year

https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877

https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy

https://twitter.com/BillAckman/status/1750537848447533207

https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en

https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians

https://www.cbp.gov/newsroom/stats/nationwide-encounters

https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad

https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december

https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande

https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration

https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf

https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them

https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html

https://www.cbsnews.com/news/cbs-news-opinion-poll-americans-border-crisis

https://www.foxbusiness.com/politics/california-offer-illegal-immigrants-free-healthcare-deficit-soars-population-shrinks

https://einvestingforbeginners.com/average-gross-profit-margin-by-industry

https://twitter.com/TexasLindsay_/status/1750427983448256552

https://twitter.com/WhidbeyWXGuy/status/1750006365790282175

https://twitter.com/US_Stormwatch/status/1749669643634233384

https://twitter.com/Weather_West/status/1750619800840110131

(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, Flow

(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology

(1:00:47) Streaming at a crossroads: is the business model broken?

(1:20:51) Science Corner: New study on microplastics in water bottles

(1:32:42) All-In Poker

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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/dschlopesisback/status/1747025441825640681

https://twitter.com/davidsacks/status/1747724966941139276

https://twitter.com/andrewrsorkin/status/1746723727574794537

https://twitter.com/Jason/status/1746951952578298264

https://twitter.com/aphysicist/status/1747868626948907325

https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina

https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100

https://www.opensecrets.org/federal-lobbying/top-spenders

https://www.youtube.com/watch?v=wXMO0bhPhCw

https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen

https://www.google.com/finance/quote/TDG:NYSE

https://stacksonmain.com/gallery

https://www.societylasolas.com/photogallery

https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville

https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble

https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records

https://www.businessofapps.com/data/disney-plus-statistics

https://www.businessofapps.com/data/netflix-statistics

https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html

https://www.manscaped.com/products/crop-preserver-manscaping

https://www.pnas.org/doi/10.1073/pnas.2300582121

https://www.xometry.com/resources/materials/polyethylene

https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx

https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11

https://www.pbs.org/wgbh/frontline/documentary/plastic-wars

(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 incubator

(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders

(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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/SpeakerJohnson/status/1745642200866738254

https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12

https://twitter.com/DavidSacks/status/1745723423396118593

https://twitter.com/DavidSacks/status/1745604701654298826

https://www.imdb.com/title/tt0120885

https://twitter.com/Jason/status/1745514413782917262

https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html

https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization

https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut

https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12

https://layoffs.fyi

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m

https://twitter.com/karrisaarinen/status/1743398553500971331

https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277

https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080

https://twitter.com/chamath/status/1744414462986375440

https://twitter.com/coffeewithone/status/1744488896766042277

https://twitter.com/chamath/status/1745542094696145103

https://once.com

https://twitter.com/jasonlk/status/1745552662572208473

https://twitter.com/MattWalshBlog/status/1742583950944432607

https://www.oscars.org/awards/representation-and-inclusion-standards

https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting

https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html

https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html

https://www.nytimes.com/2022/04/23/business/pilots-diversity.html

https://twitter.com/Jason/status/1735164131806986441

https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million

https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy

(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 Best-Performing Asset

(56:46) 2024's Worst-Performing Asset

(1:06:14) 2024's Most Anticipated Trend

(1:12:28) 2024's Most Anticipated Media

(1:22:28) Emotional condition heading into 2024

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan

https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06

https://www.facebook.com/watch/?v=853724306532726

https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624

https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future

https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved

https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415

https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high

https://www.anduril.com/roadrunner

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://twitter.com/CeciliaZin/status/1740109465918328844

https://www.nytimes.com/2023/09/06/business/china-car-exports.html

https://img.caixin.com//2023-04-14/168147450347265.jpg

https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one

https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria

https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea

https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211

https://www.google.com/finance/quote/URA:NYSEARCA

https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran

https://www.imdb.com/title/tt9218128

https://www.imdb.com/title/tt13016388

https://www.imdb.com/title/tt11198330

https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266

(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

(40:30) Biggest Flash in the Pan

(42:34) Best CEO

(44:53) Best Investor

(47:07) Best Turnaround

(50:04) Worst Company

(54:21) Best Meme

(56:53) Best New Tech

(59:57) Best Trend

(1:02:12) Worst Trend

(1:07:42) Favorite Media

(1:12:40) The Rudy Giuliani Award for Self-Immolation

(1:17:02) Final Thoughts

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://time.com/person-of-the-year-2022-volodymyr-zelensky

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us

https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://twitter.com/joosteninvestor/status/1737207130111819896

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

https://www.google.com/finance/quote/UBER:NYSE

https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

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

https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html

https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83

https://twitter.com/NASA/status/173682682876386142

https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3

https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface

https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531

https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647

https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit

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

https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html

https://www.google.com/finance/quote/NVO:NYSE

https://coinmarketcap.com/currencies/solana

https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d

https://twitter.com/RebelNewsOnline/status/1615770518606561282

https://www.reuters.com/article/idUSKBN28H0C7

https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit

https://twitter.com/thedailyfriday_/status/1686406249317830656

https://twitter.com/WatcherGuru/status/1730250975578038522/video/1

https://twitter.com/huavancuong1507/status/1737474510868058489

https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions

https://twitter.com/exjon/status/1348090383079641091

https://twitter.com/benswann_/status/1737547395766858206

https://twitter.com/chamath/status/1737238320235831546

https://www.imdb.com/title/tt21152040

https://www.imdb.com/title/tt26230388

https://www.youtube.com/@TheDuran

https://www.youtube.com/@judgingfreedom

https://www.youtube.com/@DanielDavisDeepDive

https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797

https://www.youtube.com/@Thebobbialthoff

https://www.youtube.com/@ziwe

https://goop.com/the-goop-podcast

https://www.patreon.com/RedScare

https://cafe.com/cafe-insider-feed

https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html

https://twitter.com/MailOnline/status/1732791280839610390

https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit

(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 Ryan Petersen

(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment

(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages

(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US

(1:31:58) Colorado bans Trump from primary ballots

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Ryan:

https://twitter.com/typesfast

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://www.flexport.com

https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867

https://www.figma.com/blog/figma-adobe-abandon-proposed-merger

https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17

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

https://www.saasgrid.com

https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions

https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa

https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV

https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo

https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2

https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html

https://cafe.com/cafe-insider-feed

https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast

(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 agencies are targeting Elon Musk on Biden's orders

(58:25) Alex Jones reinstated on X

(1:22:59) Sacks receives an unlikely apology

(1:27:32) Besties take two questions from the audience

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play

https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap

https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987

https://support.google.com/googleplay/android-developer/answer/112622

https://twitter.com/openai/status/1734940445824937993

https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories

https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal

https://fairuse.stanford.edu/overview/fair-use/four-factors

https://twitter.com/Jason/status/1730035957850833023

https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected

https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf

https://twitter.com/HansMahncke/status/1735003655697244308

https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html

https://twitter.com/BrendanCarrFCC/status/1734780816599703983

https://twitter.com/elonmusk/status/1733529033575465381

https://twitter.com/DrJBhattacharya/status/1602052936921939968

https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f

https://twitter.com/TheChiefNerd/status/1733496554701365582

https://twitter.com/Mark60480727/status/1735335623207038994

https://twitter.com/Jason/status/1735164131806986441

https://twitter.com/MomCooksFS/status/1735341157800915278

(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 announces Gemini: Why this is a notable moment for Google, industry impact, and more

(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA

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:

https://rankings.thefire.org/rank

https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47

https://academic.oup.com/poq/article-abstract/82/1/135/4868126

https://fred.stlouisfed.org/series/CCLACBW027SBOG

https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html

https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d

https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping

https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html

https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html

https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec

https://twitter.com/KobeissiLetter/status/1730607188341624851

https://twitter.com/chamath/status/1718016818118553622

https://www.saastr.com/carta-startup-shutdowns-are-up-237

https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises

https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr

https://twitter.com/friedberg/status/1732217863975641389

https://ohalogenetics.com

https://www.youtube.com/watch?v=K4pX1VAxaAI

https://www.youtube.com/watch?v=v5tRc_5-8G4

https://blog.google/technology/ai/google-gemini-ai

https://twitter.com/chamath/status/1732482646419403077

https://www.figma.com/templates

https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

(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

(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

(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

(38:55) Failed solutions, Israel's response, paths to stability

(1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting

(1:15:36) Improving macro picture, potential impact on 2024 election cycle

(1:28:03) Russia-Ukraine

(1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Jared:

https://twitter.com/jaredkushner

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/DavidSacks/status/1722342698110304752

https://twitter.com/DavidSacks/status/1722288226235498511

https://www.youtube.com/watch?v=In1MYEc0-10

https://fred.stlouisfed.org/series/WM2NS

https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL

https://fred.stlouisfed.org/series/T10YIE

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.google.com/finance/quote/ADYEY:OTCMKTS

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

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

https://twitter.com/sundeep/status/1722635065983897910

https://twitter.com/elonmusk/status/1721029443160772875

https://twitter.com/kaifulee/status/1721321096727994590

https://openai.com/blog/introducing-gpts

https://openai.com/blog/new-models-and-developer-products-announced-at-devday

https://twitter.com/chamath/status/1721234497482670438

(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 file for bankruptcy as soon as next week, Sacks makes the case for a turnaround

(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy

(1:08:07) Silicon Valley's shift right

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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/chamath/status/1718722437217685810

https://twitter.com/ShaanVP/status/1719461817699733831

https://twitter.com/chamath/status/1719887650688282786

https://sacks.substack.com

https://responsiblestatecraft.org/zelensky-war-time-magazine

https://twitter.com/davidsacks/status/1719815317000733153

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://time.com/person-of-the-year-2022-volodymyr-zelensky

https://twitter.com/RothCRE/status/1719833548780195882

https://twitter.com/real_bill_gross/status/1720094066183139359

https://twitter.com/real_bill_gross/status/1719010907806904452

https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use

https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco

https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5

https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf

https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence

https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order

https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115

https://ai.meta.com/llama

https://chamath.substack.com/p/the-case-for-big-action-to-regulate

https://twitter.com/ImMeme0/status/1713413678765126062

https://twitter.com/elonmusk/status/1259638112688304129

https://twitter.com/chamath/status/1720112859198419191

(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 accident update

(1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities

(1:24:47) Jason reflects on his time in the Middle East

(1:31:09) New House Speaker and Trump case update

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://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html

https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html

https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/

https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military

https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110

https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9

https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6

https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4

https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204

https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time

https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat

https://twitter.com/DavidSacks/status/1717049864180379761

https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html

https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza

https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf

https://twitter.com/DavidSacks/status/1716608344264470868

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png

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

https://www.google.com/finance/quote/KVYO:NYSE

https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17

https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california

https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident

https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619

https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624

https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html

https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html

https://thosenerdygirls.org/can-farts-spread-covid

(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 cut ties

(50:43) The EU's DSA: consumer protection or censorship regime?

(1:06:05) GLP-1: the second biggest hype cycle of 2023

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/robbystarbuck/status/1714629327134834975

https://twitter.com/EndWokeness/status/1714416589724864790

https://twitter.com/CollinRugg/status/1714432578852438392

https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza

https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election

https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound

https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey

https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925

https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank

https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p

https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines

https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html

https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html

https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html

https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival

https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival

https://rankings.thefire.org/rank

https://twitter.com/samaberman/status/1713687680280641596

https://twitter.com/ThierryBreton/status/1714637297939788107

https://www.theverge.com/23845672/eu-digital-services-act-explained

https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126

https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24

https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348

https://www.google.com/finance/quote/NVO:NYSE

https://twitter.com/calleymeans/status/1714863716968308931

(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 and fallout

(46:53) The Biden Admin's next steps, electing excellence in leadership

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/DavidSacks/status/1711544829828862144

https://twitter.com/chamath/status/1711501410712654162

https://twitter.com/GenFlynn/status/1711156580828295246

https://twitter.com/lexfridman/status/1712170815637061914

https://www.youtube.com/watch?v=co_MeKSnyAo

https://twitter.com/LHSummers/status/1711421307227607255

https://www.harvard.edu/president/news/2023/war-in-the-middle-east

https://twitter.com/LHSummers/status/1711761982469107955

https://twitter.com/BillAckman/status/1711788747086233661

https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563

https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html

(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) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West

(1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere

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://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555

https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker

https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d

https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference

https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house

https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time

https://twitter.com/zerohedge/status/1709321746673786896

https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz

https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719

https://twitter.com/CollinRugg/status/1709728378339705099

https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city

https://twitter.com/CBSNews/status/1556727876757737474

https://youtu.be/-09DzvdLaEw

https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254

https://www.nytimes.com/article/nyc-migrant-crisis-explained.html

https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border

https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995

https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517

https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden