All-In with Chamath, Jason, Sacks & Friedberg

By Jason Calacanis

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Description

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

Episode Date
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/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

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
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
01:18:15

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://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
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
02:59:58

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://linktr.ee/allinpodcast

Follow the bestie guesties:

https://twitter.com/bgurley

https://twitter.com/phil_hellmuth

https://twitter.com/altcap

https://twitter.com/jcpolls

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
E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
01:04:12

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://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
E9: Trump has COVID, First debate reactions, Coinbase letter response & more
01:07:33

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://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
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/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://bio.fm/theallinpod

Articles referenced in the show:

America Needs to Lock Down Again:

https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again

A Taxonomy of Fear:

https://www.persuasion.community/p/a-taxonomy-of-fear

NuScale Power Article:

https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval

Running Tide Article:

https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor

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
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:


Chamath:


https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792


Sacks:
https://taibbi.substack.com/


https://andrewsullivan.substack.com/


Friedberg:


https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766


https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1


Jason:


https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1


https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1

 

0:00 The gang recap their summers


6:43 Is California collapsing? Why or why not? Has the one-party system failed?


14:05 Understanding the bureaucratic side of California's problem


20:37 AB-5 & the working rights of freelancers


27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?


34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing


46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market


50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks


1:01:23 Election talk - who is in the lead ahead of the first debate?


1:12:21 Bestie recommendations

Sep 09, 2020
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
01:34:11

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

Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U

Jul 31, 2020
E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency
01:32:00
Jul 11, 2020
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

https://linktr.ee/calacanis

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


20:56 Viral videos, doxxing bad behavior & cancel culture


25:39 Reforming law enforcement, separating police from the military, changing police incentives


36:42 Are public unions too powerful? How a lack of leadership has led us here


41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression


59:24 John Bolton's book controversy


1:03:14 Movements in the COVID vaccine space


1:07:38 Trump vs. Biden: Who has the upper hand?


1:14:24 Who should Biden pick as VP?

Jun 20, 2020
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


https://linktr.ee/calacanis

0:01 Jason & Chamath intro David Sacks & David Friedberg


1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm


8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus


12:41 Sacks on 3 major data-driven discoveries about the virus


15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus


19:32 Getting back to work


21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like


28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war


34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks


37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work


41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people


45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats


49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues


53:46 Sacks on US/China relationship, how US can penalize China


59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions

May 21, 2020
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
https://linktr.ee/calacanis

0:01 Jason & Chamath catch us up on their quarantines


1:20 Chamath intros David Sacks


4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum


6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response?


12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated?


19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method


27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump?


30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression?


36:22 Chamath & Jason assess David's plan


43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work?


49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not?


52:02 Chamath explains how corporate debt works through the lens of Ford


56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues?


1:02:17 Trump vs. Biden: who has the edge in 2020 right now?


1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?

Apr 11, 2020
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

 

https://linktr.ee/calacanis

0:01 Jason & Chamath intro David and check in on each other's quarantines


2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics


13:15 Thoughts on potential treatment options & policy changes


22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time


25:03 Should the US adopt Chinese & South Korean quarantine strategies?


29:53 What do the current market conditions mean for startups & VC?


41:24 Chamath explains what is currently happening in the capital markets


45:05 How close is the US on being able to do mass-testing?


54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy


1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?


1:12:10 COVID-19 exposing holes in the US healthcare system


1:17:44 Should we ban wet markets globally?


1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again


1:28:18 When will the weekly poker game resume?

Mar 19, 2020
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

 

https://linktr.ee/calacanis

 

0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine


0:55 Jason intros David Friedberg


1:35 Chamath gives the inaugural (& potentially final) All-In ad read


2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors


4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show?


9:03 David explains the actions he would take if he was president


12:37 Thoughts on Trump’s private sector involvement


16:58 Has the press failed in its coverage, or are they just feeding people what they want?


23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India?


37:20 How the COVID-19 viral coefficient compares to the early days of Facebook’s numbers


40:26 Chances of Trump testing positive for the virus? What effect would that have on markets?


48:53 What should we do differently next time?


53:13 Will there both more deaths due to second order effects of the virus than direct deaths?


1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run?


1:11:26 Chances of a quick resolution?


1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPO’s of companies like Airbnb & DoorDash being effected?


1:21:17 How to approach the next year in startups & VC?

Mar 15, 2020