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All-In with Chamath, Jason, Sacks & Friedberg

Sep 22, 2023

(0:00) Bestie intros!

(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues

(11:56) All-In Summit 2023 recap

(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?

(42:34) Did the Fed break the VC model? How LPs...

Sep 8, 2023

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!

(2:14) US debt crisis, cutting entitlements

(14:03) Level-setting on foreign policy

(25:28) Ukraine / Russia: culpability, where to go from here

(36:47) US defense budget, optimizing spend, zero-based budgeting, influence...

Sep 1, 2023

(0:00) Chamath's big poker trip

(4:32) Addressing the "in the arena" comments

(7:16) Biden administration targets Elon's businesses

(21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece

(27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS

(40:46) BRICS...

Aug 25, 2023

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!

(2:58) All-In Tequila update

(10:04) Nvidia smashes earnings, GPU market outlook

(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market

(49:51) Sacks on current investable metrics right now in...

Aug 18, 2023

(0:00) Sacks' big night

(2:56) Sacks on spirits

(14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions

(53:01) Michael Burry's bet against the market: overblown?

(58:33) Real estate capital crunch

(1:12:26) Trump's newest indictment

(1:23:31) What...