All-In with Chamath, Jason, Sacks & Friedberg
By Jason Calacanis
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Category: Entrepreneurship
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Subscribers: 415
Reviews: 1
Tee
Mar 1, 2021
Excellent podcast. Never heard of these guys before but glad I stumbled upon it. Listened to most of the past episodes to catch up. Very diverse and good healthy heated debates at times. The only criticism is that Calacanis dude needs to learn how to zip it. I think that would add to the conversations if you know what I mean.
Description
| Episode | Date |
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E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!
01:24:25
Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997 The Changing World Order by Ray Dalio Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/ Show Notes: 0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics 10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates 34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media? 47:26 Vaccine update, conditioned fear sustaining post-vaccine 58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old |
Feb 20, 2021 |
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E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev
49:38
Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/MikeSylvan Show Notes: 0:00 Bestie intro, congrats to Friedberg on a big beak wet 1:44 Jason intros Vlad Tenev 2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more 11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more 21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently? 31:04 Vlad tells the real story of Jason investing & signs off 33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow & more 41:36 Debriefing Vlad's performance |
Feb 13, 2021 |
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E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green
01:15:24
Follow the besties: https://twitter.com/DavidSacks https://twitter.com/Money23Green Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: David Sacks on Tucker Carlson Gell-Mann Amnesia https://www.epsilontheory.com/gell-mann-amnesia Show Notes: 0:00 Discussing Sacks' recent hit on Tucker Carlson 7:25 Media misalignment, subjects as sources, new age of journalism 25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals 34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more 1:08:02 Mean tweets |
Feb 06, 2021 |
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E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
01:20:32
Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: The Insiders' Game by David Sacks https://www.persuasion.community/p/the-insiders-game ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion Rescue California - Recall Gavin Newsom Show Notes: 0:00 Wrapping up the Robinhood situation: major lessons learned, Elon’s Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021? 20:21 Understanding short positions - why do firms short, more transparency & margin requirements 26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos 31:45 Breaking down California’s report card, why the state is such a mess, what structural problems plague it & how to fix them 1:02:04 Chamath’s Aziz Ansari story, Governor potential, top ways to save California |
Feb 03, 2021 |
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E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
01:26:09
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: David Sacks on Bloomberg https://www.youtube.com/watch?v=K2lJg4sxl2U Chamath for Governor DeepFuckingValue's Reddit page https://www.reddit.com/user/DeepFuckingValue Show Notes: 0:26 Besties intro 2:11 Chamath breaks down the entire WallStreetBets/GameStop saga 15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more 39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here 53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame 1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers & the problem with career politicians |
Jan 30, 2021 |
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E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
01:23:29
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: M1 Money Stock https://fred.stlouisfed.org/series/M1 Friedberg's Spy Situation Sacks' thoughts on Wilkinson cancellation https://twitter.com/DavidSacks/status/1352432977460957185 Show Notes: 0:00 Bestie intro, Inauguration talk, Impeachment implications 20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal 34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story 44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios 55:06 How the tech ecosystem plays into inequality & how to fix it 1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence 1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob |
Jan 23, 2021 |
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E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
01:37:47
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://www.youtube.com/watch?v=8lxk47phNV4&t=1s Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: “I Have Blood on My Hands”: A Whistleblower Says Facebook Ignored Global Political Manipulation Show Notes: 0:00 David Sacks intros the besties 2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy 21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment 43:01 What laws can be written to prevent Big Tech oligarchy in the future? 59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administration 1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up? 1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto |
Jan 11, 2021 |
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E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more
01:22:59
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: The Killer D.A. by David Sacks Show Notes: 0:00 New intro for the besties - listen here: https://rb.gy/aizgdm 2:14 Sacks' trip to Miami 6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump 29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability 44:19 Should the 25th Amendment be invoked? 49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP? 56:23 How Friedberg would handle vaccine distribution 1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA |
Jan 08, 2021 |
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E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
01:16:36
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://soundcloud.com/olyofficial Show Notes: 0:00 The besties discuss some recent beak wetting, open source merch & more 6:31 Chamath tells the “192.5” weight loss bet story 10:54 Biggest Winner - Politics 13:08 Biggest Loser - Politics 16:24 Biggest Winner - Business 19:47 Biggest Loser - Business 23:22 Biggest Winner - Culture 26:24 Biggest Loser - Culture 32:31 Biggest Turnaround 34:49 Biggest Flash in the Pan 39:32 Biggest Breakthrough 43:51 Smartest Move - Business 49:58 Dumbest Move - Business 56:25 Smartest Move - Politics 1:00:20 Dumbest Move - Politics 1:04:22 Best/Worst Political Theatre 1:12:57 Best Memes |
Dec 18, 2020 |
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E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
01:32:22
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Invest with the Best... ies!: https://www.thesyndicate.com/allin Referenced in the show: NYT - The Rich Kids Who Want to Tear Down Capitalism https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html Coinbase - An upcoming story about Coinbase https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27 NYT - ‘Tokenized’: Inside Black Workers’ Struggles at the King of Crypto Start-Ups https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html Show Notes: 0:00 Besties intro, fashion talk & the All-In Syndicate 3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce? 19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible 27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale 47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far 59:21 Trump's Section 230 gambit, will Trumpism fade away? 1:05:23 Trust Fund socialists 1:26:14 Coinbase vs. NYT round 2, https://www.thesyndicate.com/allin
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Dec 04, 2020 |
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E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more
01:21:34
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Referenced in the show: NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html Show Notes: 0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC 10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it? 21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc. 35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation 47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central 59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far 1:06:29 What the besties are thankful for 1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics? 1:21:01 Code 13! |
Nov 25, 2020 |
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E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
01:18:15
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Show Notes: 0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000 4:44 Was this election devastating for extreme-ism in politics? 12:13 Pfizer vaccine, withholding the vaccine from the political news cycle 21:54 COVID endgame scenarios 28:45 Public markets ripping, gridlock great for the economy 34:43 Analyzing exit polls, death of identity politics 50:57 Biggest loser of the election: Journalism 57:43 When will Trump concede? What will his next move be? 1:07:37 San Francisco's collapse - will it eventually go bankrupt? |
Nov 11, 2020 |
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E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
02:59:58
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Follow the bestie guesties: https://twitter.com/phil_hellmuth Show Notes: 0:00 The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal 10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more 20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome 24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more 41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020 50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses 55:40 Mid-show predictions, Jason goes off on Trump 1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger 1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns 1:38:24 Reviewing the race swing state by swing state 1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more 1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders 2:00:43 Reconciling middle America & the coastal elites, respecting each other’s differences, understanding Prop 22 2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation 2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy 2:34:32 Jason & Sacks debate Russian election interference legitimacy 2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more 2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden’s election night address |
Nov 04, 2020 |
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E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
01:04:12
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Sacks' blog post on Section 230: https://medium.com/craft-ventures/rip-section-230-1112dfad3fac Referenced in the show: NY Post Hunter Biden Story https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/ Twitter's explanation for censoring it https://twitter.com/TwitterSafety/status/1316525303930458115 Facebook's explanation for censoring it https://twitter.com/andymstone/status/1316395902479872000 Updated CDC survival rates https://twitter.com/adam_creighton/status/1308652790823051264?s=21 Show Notes: 0:00 The besties catch up on the news 1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook 7:27 What is section 230 & how does it play into the publisher vs. distributor debate 13:23 Distinguishing between publishers & distributors 28:30 Why Twitter & Facebook's actions with the NY Post were a huge blunder & crossed a line, should the laws be rewritten? 37:21 Trump beats COVID, what that means for better treatment options, dueling town halls 46:14 Sacks explains his stance on Prop 13 & Zuckerberg's pro-Prop 15 lobbying 54:34 Thoughts on Amy Coney Barrett & Biden's large lead in the polls |
Oct 16, 2020 |
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E9: Trump has COVID, First debate reactions, Coinbase letter response & more
01:07:33
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Referenced in the show: Brian Armstrong's Blog - Coinbase is a mission focused company https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804 President Trump's medical treatment https://twitter.com/Jason/status/1312126100286271488 Show Notes: 0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election 9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation? 16:55 What happens to the election if Trump is incapacitated & cannot run? 20:36 Debate reaction - who won, who misfired? 29:05 Live reaction to Trump being flown to Walter Reed hospital 30:43 Has the economy began to separate from political influence? 36:25 Reflection on the execution & reaction to Coinbase CEO Brian Armstrong's letter 41:19 How Chamath would have reframed the letter, how Slack & company forums have platformed non-work discourse inside companies 49:30 Reflection on Jack Dorsey & Dick Costolo's reaction, what this means for Coinbase going forward 59:04 Predictions for 2021 |
Oct 03, 2020 |
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E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more
01:24:27
Follow the crew: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod Articles referenced in the show: America Needs to Lock Down Again: A Taxonomy of Fear: https://www.persuasion.community/p/a-taxonomy-of-fear NuScale Power Article: Running Tide Article: Show Notes: 0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more 5:42 TikTok + Oracle, is the escalation between China & US a slippery slope, security threats created by modern software 15:01 What’s the bigger picture of the TikTok debate, what policy could be enacted 20:13 The emerging market for guaranteed privacy & how this impacts society 27:43 State of the US economy, is there a permanent unemployed class & could there be a second wave of lockdowns? 37:44 COVID outlooks for 2021 & beyond, innovations in rapid testing 46:22 Trump’s COVID response, Trump vs. Biden, shrinking impact of the executive branch 55:11 California wildfires, politicization of global warming, financial incentives to solving climate change 1:08:28 Practical ways to impact global warming & the carbon crisis 1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism & contamination by association 1:18:58 Could Trump being re-elected eliminate the two-party system? |
Sep 19, 2020 |
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E7: California's collapse, how SPACs are opening the markets for growth stocks & more
01:16:16
Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/theallinpod Bestie recommendations:
0:00 The gang recap their summers
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Sep 09, 2020 |
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E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
01:34:11
Follow the crew: Follow the pod: Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U |
Jul 31, 2020 |
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E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency
01:32:00
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Jul 11, 2020 |
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E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg
01:18:50
Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason 0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more 9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more
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Jun 20, 2020 |
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E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
01:06:37
Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason 0:01 Jason & Chamath intro David Sacks & David Friedberg
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May 21, 2020 |
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E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks
01:13:35
Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason 0:01 Jason & Chamath catch us up on their quarantines
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Apr 11, 2020 |
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E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg
01:31:15
Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason
0:01 Jason & Chamath intro David and check in on each other's quarantines
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Mar 19, 2020 |
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E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation)
01:28:55
Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason
0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine
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Mar 15, 2020 |