All-In with Chamath, Jason, Sacks & Friedberg
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
- Update frequency
- every 5 days
- Average duration
- 85 minutes
- Episodes
- 283
- Years Active
- 2020 - 2025
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
0:00 Bestie intros!
2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative?
22:45 Looking at COVID trend…
E88: First principle politics, China chaos & outlook, state of private/public markets & more
0:00 Bestie intros
1:45 First principle politics, analyzing each party's cynicism
48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook
1:09:21…
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
0:00 Bestie intros!
1:41 Emerging markets, Sri Lanka break down
36:01 9.1% CPI print
48:15 Current market sentiments from retail and institutional investors
1:05:00 NASA's Webb telescope images
1:15:…
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
0:00 Bestie open: Sacks' shopping spree
2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom
39:21 Turkish government finds ~694 million mt of rare earth reserves & EU r…
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
0:00 Bestie intros
4:09 Assessing SBF bailing out major crypto players & the state of the market
18:24 Classifying crypto assets, high-yield crypto lending
34:17 Zendesk sells for $10B, accounting fo…
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
0:00 Besties discuss the one-month hiatus
7:03 Markets update: Fed decisions, goals, macro factors, root causes
32:19 Earnings estimate skepticism, labor force, job openings
47:17 How startups should…
#AIS: Palmer Luckey on Anduril
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Jason intros today's episod…
#AIS: Bestie AMA with Valor's Antonio Gracias
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Antonio Gracias joins to ta…
#AIS: Opening chat with Miami Mayor Francis Suarez
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Yung Spielburg intros the B…
#AIS: Joe Lonsdale on the problem with higher education
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Joe Lonsdale speaks about t…
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 The Lanby's Tandice Urban b…
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Chamath intros MP Materials…
#AIS: Pear VC’s Mar Hershenson on making successful founders
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Pear VC Founding Managing P…
#AIS: FiveThirtyEight's Nate Silver on how gamblers think
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Nate Silver gives a present…
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
0:00 Adena Hefets breaks down th…
#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
0:00 David Sacks explains the origin of this panel on political discourse in America
2:56 Understanding the new political divide, ho…
E83: Market slide continues, and how to address Uvalde
0:00 Bestie Guestie Brad Gerstner joins the show
1:00 All-In Summit recap and best moments
16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?
29:53 $SNAP drops after miscalcul…
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
0:00 Tim Urban gives a talk …
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 David Sacks tees up the s…
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Claire Cormier Thielke's AI…