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All-In with Chamath, Jason, Sacks & Friedberg

Nov 20, 2021

0:00 Bestie intro

1:14 Constitution DAO: implications, shortcomings, how to move forward?

29:58 Rittenhouse trial media coverage

50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency

1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap

Follow the besties:

Nov 13, 2021

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies...

Nov 6, 2021

Show Notes:

0:00 Besties do a Microsoft-themed intro

7:53 Spread trading big tech, amazing power of Google and Microsoft

17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route

30:36 How DAOs fit in to the capital allocation...

Oct 30, 2021

0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave

20:44 Proposed “Wealth Tax”

35:13 Inflation discussion: corporate and government reactions

52:30 Dealing with inflation as a capital allocator

58:49 Big Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s...

Oct 23, 2021

Show Notes:

0:00 Bestie weight loss strategies, poker recap

13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more

33:43 Peak venture returns, tech landscape

44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility