In conversation with Sheryl Sandberg, plus open-source AI gene editing explained
E177 • May 4, 2024 • 75 minsIn this episode, Jason, Chamath, and Friedburg welcome Sheryl Sandberg, discussing her involvement with "Screams Before Silence" and reactions to sexual violence. They explore paths forward and the role of women in protests. The episode concludes with a discussion on open-source AI gene editing with OpenCRISPR-1.
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
E175 • Apr 20, 2024 • 97 minsIn this episode, Chamath shares insights from the Breakthrough Prize Ceremony and discusses "High IQ foods". The team gives an All-In Summit update and talks poker styles. They also discuss Google's recent firing of protestors, chaos at NPR, and Humane's AI Pin review by Marques Brownlee. The team debates a startup tax crisis affecting R&D deductions, and a sports betting scandal involving NBA player Jontay Porter. The episode concludes with tips on improving chess skills and childhood Bestie schemes.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
E174 • Apr 13, 2024 • 87 minsIn this episode, Friedberg, Sacks, and Palihapitiya discuss Nvidia's market position, the collapse of Western cities, and the current state of the cloud market. They delve into the persistently high inflation and the chances of interest rate hikes. The team also debates the AI disclosure bill and its implications for creators. Finally, they explore the future of drone warfare, defense startups, and Silicon Valley's role in defense technology.
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
E173 • Apr 6, 2024 • 93 minsIn this episode, All-In introduces new CEO Jon Haile, discusses FTX correction, updates on Trump Media, and Google's potential HubSpot acquisition. They also explore mainstream AI job loss fears, autonomous domestic robots' future, and Blinken's claim about Ukraine joining NATO.
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
E172 • Mar 30, 2024 • 88 minsIn this episode, the besties kick off with their favorite late-night poker snacks. They discuss SBF's 25-year sentence and delve into the intriguing phenomenon of Trump's meme stock. They also talk about RFK Jr.'s choice of Nicole Shanahan for VP and analyze Biden's 2025 budget plan. Finally, they explore the reasons behind the soaring cocoa prices and wrap up with some movie talk.
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
E171 • Mar 23, 2024 • 79 minsIn this episode, Chamath, Sacks, Calacanis, and Friedberg discuss a range of topics starting from the DOJ dropping its antitrust suit against Apple, to Apple's potential collaboration with Google and OpenAI. They delve into the impact of the NAR settlement on residential real estate, Microsoft's "Shadow Acquihire" of Inflection, and how they would allocate $40B in AI as a sovereign wealth fund. The discussion also covers the upcoming Reddit IPO and ends with intriguing science corners on universe expansion, pig kidney transplant in human, and Neuralink.
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
E170 • Mar 16, 2024 • 98 minsIn this episode, the team discusses the 2024 besties' new category: 'Most based CEO', delves into the mental demands of entrepreneurship, and explores legal issues around OpenAI's data use. They also examine the proposed TikTok ban, the effects of a US platform's foreign compromise, ADHD, and the impact of digital media on kids. The potential ban on lab-grown meat in Florida and the SpaceX Starship launch are also scrutinized.
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner- Microplastics
E169 • Mar 9, 2024 • 94 minsIn this episode, the crew discusses Elon Musk's lawsuit against OpenAI, examining its complexities and potential ramifications. They delve into OpenAI's AGI focus and interpretations, before examining Groq with Sunny Madra. The team also debates if Apple has reached its peak, scrutinizes a proposed TikTok ban, and explores Bitcoin's new all-time high. Finally, they share alarming data on microplastics in the bloodstream.
E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
E168 • Mar 2, 2024 • 87 minsIn this episode, the group dissects Google's AI, Grok, Sundar Pichai's future, and the company's role in social change. They critique HR inefficiencies and discuss Google's new data payment model. Klarna's use of AI and Chamath's 8090 company concept are also explored. Finally, they analyze Reddit's S1 and Apple's failed car project.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
E137 • Feb 24, 2024 • 80 minsIn this episode, Jason, David, Chamath, and David discuss Nvidia's impressive performance and its value in the internet's history. They delve into Groq's significant week, the differences between LPUs and GPUs, and success in deep tech. The episode concludes with a discussion on Google's AI issues and whether its 'wokeness' is disrupting its search functionality.
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker-Putin interview & more
E166 • Feb 17, 2024 • 104 minsIn this episode, the crew enjoys a tequila tasting session, discusses Nvidia's market cap surpassing Google and ARM's stock rip, and delves into OpenAI's new text-to-video model, Sora. They also discuss the risks of stock option loans, speculate on Biden's cognitive health and the viability of a Democratic replacement, and share insights from Tucker's Putin interview.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
E165 • Feb 10, 2024 • 88 minsIn this episode, the team dives into the potential impacts of Apple Vision Pro and immersive tech on enterprise applications. They explore societal implications of VR technology and digital parenting, then debate Snap vs Meta and investment power dynamics. The conversation moves to the SaaS resurgence, its market implications, and AI investments. They discuss the challenges big cloud providers face, OpenAI's potential, its business model, GPT integration, and data advantages platforms like YouTube have. They conclude with a look at commercial real estate market challenges and the global impact of China's real estate crisis.
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
E164 • Feb 3, 2024 • 94 minsIn this episode, Jason, David, and Chamath delve into Apple's Pro Goggles, Facebook's AI, and Rayban glasses. They debate the implications of Section 230 on social media and analyze Elon Musk's 2018 compensation package. The team also discusses potential IPOs, Reddit's valuation, and recent terrorist attacks. Lastly, they examine the US defense industry, wrapping up with fan interaction.
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
E163 • Jan 27, 2024 • 94 minsIn this episode, Jason, Chamath, David, and David discuss the recent surge in the markets due to strong economic data. They analyze the failing business model of media and the ongoing border conflict in Texas. They also delve into the ethical implications of releasing non-public financial data, the impending reckoning in Fintech, and the potential for ARkStorm 2.0.
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
E162 • Jan 20, 2024 • 98 minsThe team discusses the decline of Davos, Milei's speech, and Jamie Dimon's views on Trump. They delve into Boeing's regulatory capture and its effect on consumer safety, and Adam Neumann's challenges at Flow. The episode also explores the difference between "tech-enabled businesses" and traditional businesses using technology, the possible broken business model of streaming, and a new study on microplastics in water bottles. The episode wraps up with an All-In Poker segment.
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
E161 • Jan 13, 2024 • 99 minsIn this episode, the team discusses the recent US-led strikes in Yemen, market updates including potential impact of a Q1 rate cut, and the implications of Carta's missteps for verticalized SaaS tools. They also delve into Sacks' challenge to Slack, Carta's founder issues, and engage in a thought-provoking DEI debate.
E160: 2024 Predictions! Markets, tech, politics, and more
E160 • Jan 6, 2024 • 88 minsIn this episode, the group discusses their 2024 predictions, including potential political and business winners and losers. They examine Anduril's Roadrunner product and the New York Times' language model. They also forecast the biggest business deal of 2024, review contrarian beliefs, and anticipate asset performance. The future of SaaS and tech margins is discussed, along with reflections on previous trends and expectations for 2024.
E159: The Bestie Awards! Recapping the best and worst of 2023
E159 • Dec 29, 2023 • 83 minsIn this episode, the crew kicks off the 2023 Bestie Awards, discussing political and business winners, losers, and surprises of the year. They also delve into the biggest science breakthrough, notable awards, best new tech, and worst trends of 2023. The episode concludes with a reflection on the year and a peek into 2024.
E158: Global trade disrupted, Adobe-Figma canceled, realtors sued, Trump blocked
E158 • Dec 22, 2023 • 107 minsIn this episode, the team and guest Ryan Petersen discuss the trade disruption in the Red Sea, its global impact, and comparison to COVID freight prices. They delve into recent major M&A deals being called off and the new era of startup building. They also analyze class action lawsuits against the NAR and changes in US residential real estate. Finally, they discuss Colorado's decision to ban Trump from primary ballots.
E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
E157 • Dec 15, 2023 • 99 minsIn this episode, the team delves into Google's antitrust violations and Epic's court case, discusses OpenAI's deal with Axel Springer, and debates copyright issues in AI. They also explore the Starlink subsidy controversy involving Elon Musk and the FCC, discuss free speech versus censorship with Alex Jones' Twitter return, and tackle the ethics of platforming individuals with mental health issues. The episode also covers Naseem Talab's admission, the Techno Watermelon insult, Harvard board's support for president Gaye, and hiring practices at David Friedberg's company, O'Hollow.