All-In with Chamath, Jason, Sacks & Friedberg

This conversation 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 Bill Gurley & Brad …

0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit!

0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration

13:26 Breaking down Tesla's 6+ businesses…

0:00 Bestie catchup and Friedberg intros!

4:40 Breaking down current macro risks, Great Recession comparisons

31:55 How a historically large amount of dry powder is impacting VC firms as the market s…

0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade

28:07 Potential downstream impacts from the precedent of overturning R…

0:00 Bestie intros

4:32 Understanding VC fund metrics that matter, state of private markets

29:37 Recession possibilities, Q1 negative growth

44:56 Student loan forgiveness, fixing the underlying sys…

0:00 Bestie Intros + a new Bestie Guestie!

4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase

2…

1:03 Friedberg breaks down the…

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros

3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more

3…

0:00 Jason's big night out, bestie intros, All-In Summit update and more

8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups

14:09 Preventing…

0:00 Sacks' DC trip and foreign policy speaking gig

5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration

26:16…

0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg

1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-st…

2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in

15:21 Sanctions risking a major food shortage: possible solu…

0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare

16:27 Assessing impact of economic sanctions: first, second and third-order…

0:00 Ukraine invasion: how should the US respond?

17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc

32:51 Reflecting on the media coverage …

0:00 Sacks needs the ball

1:43 Trudeau invokes emergency powers to try and stop the truckers protest

13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments

25:37 Sa…

0:00 Bestie Intro: Phil Hellmuth found a new billionaire

1:30 Chamath's new camera positioning

3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy

30:04 Canadian…

2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for

45:49 $FB's major pullback: causes, headwin…

1:35 Reflecting on bad investment decisions and markup dynamics

15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the un…

00:00 Cold Open

00:25 Besties react to last week’s All-In E63

21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust

42:21 “Superbubble,” Multiple compression, Fed interest rates…

0:00 Bestie Intro: Friedberg prepares for the insurrection discussion

0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating

14:45 Human right…