All-In with Chamath, Jason, Sacks & Friedberg

By: All-In Podcast LLC
  • Summary

  • Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Episodes
  • Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
    Oct 25 2024
    (0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or has it hit market saturation? Get tickets to The All-In Holiday Spectacular: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.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://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://allin.com/events https://fred.stlouisfed.org/series/DGS10 https://www.google.com/finance/quote/GCW00:COMEX https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/BTC-USD https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html https://fred.stlouisfed.org/series/A091RC1Q027SBEA https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09 https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23 https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html https://x.com/scubaryan_/status/1848072120699625968 https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid https://x.com/justintrudeau/status/1849467713711710699 https://x.com/scubaryan_/status/1848072120699625968 https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx
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    1 hr and 37 mins
  • Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
    Oct 18 2024

    (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:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.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://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

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    1 hr and 19 mins
  • JD Vance | All-In Summit 2024
    Oct 15 2024

    (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:

    https://x.com/JDVance

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.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://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Show More Show Less
    46 mins

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