All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC
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364 snips
Sep 22, 2023 • 1h 43min

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

The hosts discuss the current GOP primary landscape and its candidates. They recap the All-In Summit 2023, highlighting the insights gained. The recent surge in IPOs and acquisitions like Cisco's $28 billion deal for Splunk raises questions about the 'great reopening.' They dive into whether the Federal Reserve has disrupted the VC model and the valuation of unicorns. Exciting advancements in autoimmune disease treatment also take center stage, showcasing potential game changers in healthcare.
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121 snips
Sep 8, 2023 • 2h 8min

E145: Presidential Candidate Chris Christie in conversation with the Besties

Chris Christie, former Governor of New Jersey and Republican presidential candidate, joins the discussion with insights into the pressing U.S. debt crisis and the need for entitlement reform. He provides a candid take on foreign policy, especially regarding Ukraine and Russia, while critiquing military spending practices. Christie also addresses immigration issues and the fentanyl crisis, pushing for a merit-based system. Finally, he shares his motivations for running for president and reflects on Trump's legal challenges and his own past controversies.
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150 snips
Sep 1, 2023 • 1h 7min

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

A thrilling weekend of poker sets the stage, with humorous anecdotes about gambling adventures. The Biden administration's focus on investigations regarding Elon Musk's companies sparks heated discussions. Tiger Global faces scrutiny over a questionable hit piece linked to a former employee. The BRICS coalition expands, challenging global power dynamics and reducing reliance on the US dollar. Finally, themes for a Blade Runner-themed event promise an evening of unique entertainment, mixing excitement with gourmet gathering plans!
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438 snips
Aug 25, 2023 • 1h 53min

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

Hosts dive into the impressive 101% revenue surge of Nvidia and discuss its position in the competitive GPU market. They explore Arm's IPO filing as a sign of market pressure and analyze current investment metrics in venture capital. The lively GOP debate review highlights Vivek Ramaswamy's standout performance and strategic positioning. Climate discourse heats up as they dissect energy policies, emphasizing practicality over elitism. With cosmic humor, they recount an astronaut interview and discuss the curious fate of a Russian coup leader.
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334 snips
Aug 18, 2023 • 1h 30min

E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

The hosts dive into the viral hit 'Rich Men North of Richmond,' discussing its themes of disenfranchisement and the struggles of upward mobility in America. They also analyze Michael Burry's market bets and tackle the real estate crunch caused by rising interest rates. Political intrigue peaks as they cover Trump's latest indictment and its implications for the GOP. With humor and camaraderie, the conversation explores societal attitudes toward success, the complexities of entrepreneurial opportunities, and the stark divides in American economic conditions.
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448 snips
Aug 11, 2023 • 1h 36min

E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

Join Bill Gurley, a partner at Benchmark, known for his deep expertise in tech investments, and Brad Gerstner, CEO of Altimeter Capital, as they dissect the current state of Series A funding and the challenges unicorns face in navigating the IPO landscape. They delve into the implications of venture capital dry powder and cyclical market dynamics, shedding light on the recent trends in startup valuations. The discussion also addresses the urgent climate crisis reflected in the Maui wildfires, blending insightful analysis with urgent global issues.
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191 snips
Aug 4, 2023 • 1h 30min

E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

Delve into the groundbreaking LK-99 superconductor, a potential game-changer for energy and technology. Explore the clash between open science and academic gatekeeping, revealing the hurdles faced by innovators. The Fitch downgrade of U.S. debt raises alarms about leadership stagnation and its impact on the economy. Recent political drama unfolds as Trump faces new legal challenges, reflecting fears of deepening divides. This riveting discussion weaves science, finance, and political chaos into a captivating narrative.
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282 snips
Jul 27, 2023 • 1h 18min

E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

The hosts kick off with humorous tales from a wedding in Italy, mixing laughter and friendship anecdotes. They dive into the complexities of obesity and the societal stigma surrounding it, sparking a heartfelt discussion on health. A thought-provoking debate on the saturation of venture capitalists follows, questioning if the industry has too many players. They also delve into the evolving dynamics of Hollywood unions and the impact of technology. Finally, an exciting exploration of room-temperature superconductors unfolds, hinting at groundbreaking technological advancements.
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145 snips
Jul 21, 2023 • 2h 10min

E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties

Vivek Ramaswamy, an entrepreneur and presidential hopeful, shares his unfiltered views on a range of topics. He discusses his motivations for running, addressing critical issues like immigration, energy policy, and a reimagined American identity. The conversation highlights strategic diplomatic approaches to global conflicts like Ukraine and Taiwan, while also tackling the complexities of social issues such as abortion and education funding. Ramaswamy's critiques of traditional political structures and advocacy for grassroots support make for a captivating and thought-provoking dialogue.
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306 snips
Jul 14, 2023 • 1h 28min

E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

The hosts tackle the latest economic dynamics, discussing the cooling inflation and its impact on market sentiment. There's a major legal victory for Ripple against the SEC, sparking talks on cryptocurrency regulations. They delve into the challenges in the EV market, emphasizing a supply-demand mismatch. NATO tensions take center stage with significant expansions and geopolitical implications. Finally, a light-hearted conversation on aging reversal research adds a touch of science to the mix, alongside some playful banter about hangovers.

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