Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

The episode begins with Chamath's travel plans and a post-election analysis, featuring political banter and a holiday party update. It then covers Bitcoin's surge, finance stock trends, and Trump's crypto policies. Market dynamics, the economic outlook, and risk assets are examined, followed by insights into crypto regulation and legislative prospects. The discussion also covers venture capital trends, Chamath's M&A outlook, Warren Buffett's strategy, and fintech risk appetite. Additional topics include Trump's media lawsuit, pharma advertising, and San Francisco's political shifts, culminating in the FBI raid on Polymarket's CEO. The episode concludes with an analysis of Trump's team building and anti-war voices.

Trump wins! How it happened and what's next

The episode begins with lighthearted intros and a discussion on Trump's election victory. Announcements include a holiday party and Jason's experience at Mar-a-Lago with David Sacks. Topics include the Democratic Party's shortcomings, alternative media's role, and democracy's cyclical nature. Inflation's impact on elections and legacy media's decline are analyzed. The discussion covers individual candidates, party policies, and media collusion. Trump's performance and potential cabinet picks are evaluated, along with concerns about neocons and Elon Musk's media strategies. Disappointments in Obama, Trump's policies, government transparency, and potential reforms are considered, alongside state elections, California politics, and abortion laws.

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

The episode begins with Halloween greetings and details about upcoming events like a holiday spectacular and election night livestream. It covers US GDP growth, government spending concerns, and the impact of the prime rate on the economy and real estate. Google's earnings and potential tech monopoly issues are discussed, along with a public spectrum auction and declining media trust. The role of podcasts in politics and Kamala Harris's influence via search algorithms are debated. An election update includes early voting trends, election integrity, and voter ID debates. The episode compares voter fraud to credit card fraud and discusses national voter ID. Closing thoughts wrap up the conversation.

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

The episode begins with a lighthearted segment involving Chamath's whereabouts, a cashmere mix-up, and wine choices. The conversation shifts to market trends, focusing on bonds and gold. David Sacks delves into inflation, fiscal policy, and investment strategies during inflationary periods. The evolving perspectives of young investors and Gen Z's career goals are discussed, alongside portfolio adjustments and Bitcoin's role. A comparative analysis of equities and bonds in inflationary contexts follows. The episode examines government spending's impact on the economy and political campaigns. Starbucks' strategic hurdles and Apple's customer issues are highlighted. The episode concludes with casual banter, sponsor mentions, and acknowledgments.

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

The episode begins with Supergut's launch at Target and an election livestream event. It examines Poly Market's reliability versus traditional polls and the impact of recent interviews on elections, including Kamala Harris's performance and JD Vance's views. Media biases and election integrity are debated. Updates on Tesla and SpaceX, including Starlink's growth, are shared. The potential Uber-Expedia acquisition and the future of super apps are explored. The episode also covers big tech's nuclear power investments and geopolitical impacts, advancements in nuclear safety, Trump's political fallout, and a California Coastal Commission controversy.

Hurricane fallout, AlphaFold, Google breakup, Jayter's Ball, VC giveback, TikTok survey

The episode begins with upcoming events, then examines the impact of Hurricane Milton and climate change on real estate and insurance. It explores the Nobel Prize in chemistry's tech implications, Google's antitrust issues, and big tech's future. The venture capital market is analyzed, focusing on fund returns. TikTok's role as a news source is debated amid national security concerns. Updates on the 2024 election and political strategies are provided, alongside insights into the startup ecosystem, social media, and the tech industry. Poker strategies are briefly discussed, followed by a sponsor segment from Wealthfront, and concludes with closing remarks.

Ingo Uytdehaage, Adyen | All-In Summit 2024

Adyen Co-CEO Ingo Uytdehaage joins the conversation, discussing Adyen's competitive edge over Stripe. The episode delves into the challenges and strategies for building and scaling a tech company in Europe, with insights into Adyen's expansion into India. Ingo shares thoughts on stablecoins, financial deplatforming, and the role of AI in fintech, including the potential of open-source solutions. The discussion also covers the complexities of offering services in authoritarian countries, leveraging data for economic forecasting, and the dynamics of working as a Co-CEO.

Flying Cars Have Arrived! eVTOL Panel- Archer, Joby, Wisk | All-In Summit 2024

In this episode, David Friedberg introduces a panel focused on the evolving eVTOL industry. The discussion features insights from Joby Aviation, Archer Aviation, and Wisk Aero, highlighting their unique approaches and innovations. Key consumer issues such as liquidity, scalability, and pro-eVTOL regions are examined. The panel delves into autonomous flight technology, redundancy, pilot necessity, and handling edge cases. Acoustic challenges, network creation through scale, marketing strategies, and battery technology are explored. The conversation wraps up with predictions on the commercial availability of eVTOLs and navigating FAA regulations.

Dave Ricks, CEO of Eli Lilly | The All-In Interview

David Friedberg engages in a conversation with Eli Lilly CEO Dave Ricks, exploring the global obesity epidemic and the discovery of GLP-1s. They discuss the effects of GLP-1s on various human functions and delve into the commercial aspects of drug discovery, including pricing strategies. The episode addresses criticism and research surrounding GLP-1 dependency, as well as the company's stock performance and political pressures tied to successful drugs. Dave Ricks shares insights on Eli Lilly's diverse drug portfolio beyond GLP-1s and the scientific advancements that excite him. The episode concludes with a discussion on scaling and influencing culture in a company with over a century of history.

In conversation with Mark Cuban

The episode introduces Mark Cuban as the honorary fifth bestie, exploring his political activism, voting history, and advice to Donald Trump. Cuban offers a comprehensive assessment of Trump's presidency, discussing his response to BLM riots, foreign policy, and energy policies impacting inflation. The conversation evaluates the Biden-Harris administration's performance, including border policies and Kamala Harris' role. Cuban shares views on international conflicts and federal debt, recounts interactions with the SEC on crypto regulation, and discusses his sale of the Mavericks and focus on Cost Plus Drugs. The episode concludes with Cuban's future plans, his relationship with Elon Musk, and closing remarks.

Juan Carlos Izpisua Belmonte, Altos Labs | All-In Summit 2024

This episode introduces Altos Labs and their quest to reverse aging, akin to a modern search for the fountain of youth. We delve into their groundbreaking research using Yamanaka factors to reverse aging in mice, exploring potential impacts on age reversal and disease treatment. The discussion covers organ rejuvenation and eliminating unhealthy cells, cellular reprogramming, and how exercise influences gene expression. We also explore market opportunities for cellular reprogramming technologies, concluding with insights into Altos Labs' organizational structure, funding, and the balance between research and product development.

Jake Loosararian, Gecko Robotics | All-In Summit 2024

In this episode, Jason Calacanis talks with Jake Loosararian from Gecko Robotics about robotics and infrastructure. Jake discusses Gecko's wall-climbing robots designed for asset maintenance and safety. They explore AI's role in robotics and manufacturing, Gecko's military collaborations, and strategies for emissions reduction and infrastructure renewal. The conversation covers customer engagement in the robotics market and overcoming challenges in infrastructure modernization. Jake also shares insights on balancing specialized and generalized robotics, the future with API platforms, and the investment landscape for deep tech, emphasizing infrastructure safety concerns.

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

In this episode, Jason opens with an emotional segment before diving into OpenAI's $150 billion valuation and ChatGPT-4 insights. Chamath discusses his appearance on the Joe Rogan Experience, leading to a conversation on AI's impact on knowledge work and OpenAI's shift from nonprofit to for-profit. The episode explores tech innovations like Apple's iOS 18, Meta's AR glasses, and ambient computing. They also discuss a blue-collar boom versus tech job decline and an education market correction. The conversation touches on geopolitical tensions, including the Middle East conflict and Ukraine war, wrapping up with light-hearted banter and closing remarks.

Thomas Laffont | All-In Summit 2024

Thomas Laffont from Coatue joins the conversation to discuss the current state of the unicorn economy. He presents insights on the challenges and growth prospects within the sector. The discussion transitions to a broader conversation with David Sacks, Jason Calacanis, David Friedberg, and Chamath Palihapitiya, focusing on the relative underperformance of venture capital over the past decade. The episode delves into the structural issues affecting startups and VC firms, offering potential solutions and strategies for improvement. The dialogue provides a comprehensive view of the evolving landscape of venture capital and its impact on the tech industry.

NASA Astronaut Woody Hoburg | All-In Summit 2024

Woody Hoburg joins David Friedberg for an insightful discussion on the experience of traveling to space. Woody shares his journey aboard the SpaceX Crew Dragon, detailing the transition to life in microgravity and the daily routines on the International Space Station. They explore the vast distance between Earth and the Moon, emphasizing the significance of the Artemis program in returning humans to the lunar surface after decades. The conversation delves into how astronaut assignments are determined and NASA's strategy to use the Moon as a stepping stone for future Mars missions. The episode offers a glimpse into the evolving landscape of human space exploration.

Filibuster, Build Back Better, and Third Party Viability with Kyrsten Sinema

The episode begins with an introduction and updates from Kyrsten Sinema on her political journey. The conversation then delves into the significance of the filibuster and the intricate dynamics within the Senate. The discussion shifts to the influence of money in politics and financial factors impacting legislative decisions. Sinema shares insights on the Build Back Better plan and infrastructure initiatives. The viability of a third party in the US political system and the broader political spectrum are analyzed. The episode concludes with a discussion on capitalism, the Israel-Palestine conflict, and the challenges of addressing anti-Semitism in today's political landscape.

Nikesh Arora | All-In Summit 2024

In this episode, Jason Calacanis is joined by Nikesh Arora for an engaging conversation on his career and insights. Nikesh shares his experiences driving growth at Palo Alto Networks and reflects on his time at Google, providing valuable business lessons. The discussion delves into SoftBank's investment strategies and how they inform Palo Alto Networks' approach to mergers and acquisitions, particularly in retaining founders. They explore the evolving landscape of cybersecurity threats, emphasizing AI's role in defense strategies. The episode also addresses the human element in cyber attacks and the emerging challenge of deepfakes, concluding with closing thoughts on navigating these complex issues.

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump-Kamala

The episode starts with bestie intros and a recap of the All-In Summit. The discussion shifts to the recent Federal Reserve decision to cut 50 basis points, exploring whether it serves as an economic tailwind, a concerning signal, or both. The conversation moves to AI's impact on call centers and the intricacies of agent training. They critique the US government's allocation of $50 billion toward rural internet and EV charging stations, questioning its efficiency. Reflecting on challenging years in venture capital, they debate whether the VC model is broken. The episode concludes with reactions to the first Trump/Kamala debate, analyzing factors that could influence each candidate's success.

Bari Weiss | All-In Summit 2024

In this episode, Bari Weiss joins the conversation, exploring the divisive elements within American society. The discussion delves into how institutions like the New York Times have been overtaken by radical influences, sacrificing traditional prestige. Weiss shares insights on avoiding audience capture while developing The Free Press, emphasizing the importance of independence in journalism. David Sacks discusses his approach to identifying trustworthy media sources amidst widespread ideological bias. The episode also examines the ideological capture of the medical field and the challenges of establishing new, unbiased institutions.

Tekedra Mawakana | All-In Summit 2024

The episode begins with an introduction to Waymo's driverless taxis and its leadership. The conversation explores the commercial aspects of autonomous driving, focusing on safety considerations. They delve into the technology behind autonomous vehicles, discussing the merits of lidar versus cameras and the importance of learning from diverse environments. The discussion shifts to the impact of autonomous driving on public health and ride-hailing services. The business side is analyzed, including the ecosystem, licensing, and paths to profitability. The episode wraps up with thoughts on open sourcing autonomous vehicle technology and addressing various challenges in the industry.