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Pod up!!

The All-In Podcast @theallinpod

2 years ago

e216! 🚨🚨 the besties are joined by @stripe co-founders (and brothers!) @patrickc and @collision topics: -- stripe’s business evolution -- future of stablecoins -- reacting to jamie dimon’s leaked audio -- @DOGE for the @DeptofDefense -- @JMilei's memecoin mishap --

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E215: the besties are joined by @naval! -- jd vance's ai speech -- techno-optimists vs doomers -- immigration -- tariffs -- ai court cases -- parenting + sleep hacks (0:00) the besties intro naval ravikant! (9:07) naval reflects on his thoughtful tweets and reputation (14:17) unique views on parenting (23:20) @DavidSacks joins to talk ai: @JDVance's speech in paris, techno-optimists vs doomers (1:11:06) tariffs and the us economic experiment (1:21:15) thomson reuters wins first major ai copyright case on behalf of rights holders (1:35:35) @chamath's dinner with @bryan_johnson, sleep hacks (1:45:09) tulsi gabbard, rfk jr confirmed

e214 is LIVE! 🚨 the besties are joined by @AntonioGracias!! -- @DOGE vs USAID breakdown -- crypto/ai frameworks w/ @DavidSacks -- us sovereign wealth fund -- google projects $75b ai spend in 2025 -- science corner ++ more (0:00) the besties intro antonio gracias! (3:11) doge takes on usaid (31:44) sacks breaks in to talk usaid (34:00) sacks explains what he's working on: crypto/ai frameworks (46:41) the democratic party's shrinking base (52:33) us sovereign wealth fund + breaking doge/tax news (1:09:07) @google to spend $75b on ai buildout in 2025, future of work in the age of ai (1:23:21) science corner: glp-1 macro study

happy friday, here's episode 213!🔥 deepseek panic, us🇺🇸 vs china🇨🇳 in ai, openai $40b raise?, doge's first 10 days, self-driving future, and MUCH more featuring: @travisk and @DavidSacks !!! (0:00) the besties intro travis! (2:11) future of food and the state of @CloudKitchens (13:34) @DavidSacks breaks in! (15:38) deepseek panic: what's real, training innovation, china, impact on markets and the ai industry (50:14) us vs china in ai, the singapore backdoor (1:01:51) @openai reportedly in talks to raise ~$40b with masa as the lead investor (1:10:37) @doge's first 10 days (1:25:13) future of self driving: uber, waymo, tesla (1:38:04) fed holds rates steady, how doge can impact rate cuts (1:44:17) fatal dc plane crash

E212 is LIVE! 🚨 breaking down @realDonaldTrump's first week: inauguration recap, executive actions, tiktok, stargate PLUS: bestie @DavidSacks returns to talk three new EOs! (0:00) the besties intro thomas laffont (6:22) behind the scenes: inauguration weekend recap! (15:58) biggest takeaways from washington dc (31:38) @POTUS executive action breakdown (33:39) tiktok's grace period, valuing the business, new equity strategy for the us government? (57:01) jan 6th pardons, birthright citizenship (1:09:49) stargate: $500b ai investment, is masa the goat?, bull case for openai (1:23:41) how electricity production capacity plays into the global ai race (1:36:20) netflix's stock rise correlates with some alarming societal trends (1:47:40) *breaking*: ai/crypto czar david sacks joins to discuss the president's three new eos

🚨 new episode! 🚨 red-pilled billionaires, newsom's price caps, nyc congestion pricing, tiktok ban, jobless mbas, ufos with bestie guestie mark pincus! (@markpinc) (0:00) the besties welcome mark! (3:53) mark's background (6:02) getting red-pilled for trump, maintaining friendships despite political differences (23:21) la wildfires update: newsom's executive orders, market impact of price controls (51:32) congestion pricing in nyc, fixing broken cities (1:08:33) tiktok ban: origin and potential outcomes (1:19:15) mba hiring downturn (1:34:37) conspiracy corner: mark's take on ufos and uaps!

friday night pod: E210 is LIVE! 🚨 cyan banister (@cyantist) joins the besties to talk: -- la wildfires -- zuck going full free speech -- nvidia's new products -- why trump wants greenland (0:00) the besties welcome @cyantist! (9:16) reacting to the la wildfires: broken incentives, leadership failures, lessons learned (36:51) insurance issues, rebuilding headwinds, reclaiming the government (59:44) zuck goes full free speech, fires third-party fact-checkers, opts for community notes model (1:20:19) nvidia goes consumer at ces: market cap impact, most interesting product (1:34:49) why trump wants greenland (1:40:05) conspiracy corner: who built the pyramids?

it's that time of year again... 2025 PREDICTIONS are here! (0:00) the besties welcome @GavinSBaker and recap ski week! (5:38) biggest political winner (9:26) biggest political loser (17:34) biggest business winner (32:43) biggest business loser (46:54) biggest business deal (57:04) most contrarian belief (1:12:59) best performing asset (1:22:56) worst performing asset (1:30:19) most anticipated trend (1:38:59) most anticipated media (1:43:03) super predictions (1:46:50) bonus: drones, ufos, and more

Pod up!!

The All-In Podcast @theallinpod

2 years ago

E208 is LIVE! @DOGE kills its first bill, zuck vs @OpenAI, and google's ai comeback with bestie aaron @levie (0:00) bestie intros (3:07) the besties welcome @Box ceo aaron levie! (5:40) thoughts on @DavidSacks new role and what areas he can positively impact quickly in crypto

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Missed this week. How was it?

The All-In Podcast @theallinpod

2 years ago

E207! besties are back, featuring keith @rabois! (0:00) the besties welcome keith rabois, sitting in for @DavidSacks (4:01) keith explains why he returned to @khoslaventures, the differences between @foundersfund and khosla, and his husband @jacobhelberg's role in trump admin

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@David_Tracey Folks don't realise when the market sentiments turn In my view we already saw the top after the Trump rally and the corrections getting closer and closer to 10-20% in all major US index

e206: friday night drop! @GavinSBaker and @JTLonsdale fill in for @DavidSacks and @chamath (0:00) bestie announcement: congrats @DavidSacks! (2:53) @GavinSBaker and @JTLonsdale join the show! (4:14) state of the trump bump: debt focus, deregulation, america's lucky position (20:07) trump nominates paul atkins as @SECGov chair, replacing gary gensler: what this means for crypto and other markets (40:52) thoughts on michael @saylor's bitcoin play, state of defense tech, and the us/china ai competition (49:07) @xai's massive gpu cluster, expanding to 1m, how @grok 3 will test ai scaling laws, and what's next (1:07:56) unitedhealth ceo murdered, reactions

happy saturday. besties are back! e205: @DOGE unveils a roadmap, unlocking gdp growth, ww3 escalation, fat cell memory (0:00) bestie intros! (1:54) breaking down the doge roadmap (24:28) milei's impact; doge timeline, impact on gdp, communication (48:11) ww3 risk: biden's recent escalation (1:00:43) science corner: fat cells can remember being fat!

saturday special... besties are back! (0:00) bestie intros! (7:57) election impact on #bitcoin, crypto, and fintech stocks (21:56) m&a and ipos: what to expect in 2025 (39:52) pharma ads on cable tv: should it be allowed? is big pharma buying influence? (58:17) fbi raids @polymarket ceo @shayne_coplan's home (1:05:51) trump's transition picks: strategy, highest upside/downside, and more

E203: trump wins! the besties break down how it happened and what's next (0:00) bestie intros! (4:55) sacks recaps election night at mar-a-lago (8:28) how trump won, why kamala and the democratic party lost (25:55) the failing democratic coalition, campaign spend disparity, trump's advantage in earned media (37:59) what mattered most: policy, candidate, or campaign? (50:44) gop will likely win house and senate, potential cabinet positions, avoiding neocons (1:10:42) cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) california rejects progressives (1:35:17) abortion laws being settled around the us

A pigeon 🙂

happy friday besties! episode 202: the last one before the election (0:00) bestie intros! (4:50) us real gdp growth comes in at 2.8%, but there are underlying issues (28:26) $goog earnings: youtube and cloud post huge quarters, would they have survived outside of google? (35:34) @DavidSacks idea to auction off public spectrum licenses of major broadcast networks (41:27) how the media became one of the least trusted institutions in america (53:35) why @joerogan's interview with trump was not appearing in youtube search results (1:08:04) final pre-election segment: how it's tracking, election integrity, voter fraud stats

Great hat

Chef edition 🤟😂😂🤣👏

The All-In Podcast @theallinpod

2 years ago

friday night drop: E201 is LIVE! markets turn trump, long rates spike, election home stretch, influencer mania, saving starbucks (0:00) bestie intros! (3:49) besties are hosting the all-in holiday spectacular in SF on dec 7th! tickets: allin.com/events (9:08) macro and

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E200 is LIVE! thank you besties for taking the ride with us! we got a banger for you: -- dueling presidential interviews -- robotaxi event -- spacex catch -- $UBER / $EXPE rumors -- the nuclear vibe shift + nimby vs nuke debate ++ more! (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, nuclear vs nimby debate (1:11:10) more lawfare from the california coastal commission