Épisodes

  • DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

    DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
    Jan 31 2025
    (0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: https://x.com/travisk Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html https://x.com/shrihacker/status/1884414667503853749 https://x.com/balajis/status/1884975064283812270 https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024 earnings-call-transcri https://x.com/mrexits/status/1885017400308806121 https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5 https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3 https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt https://x.com/rauchg/status/1875627666113740892 https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6 https://x.com/satyanadella/status/1883753899255046301 https://en.m.wikipedia.org/wiki/Jevons_paradox https://x.com/pitdesi/status/1883192498274873513 https://x.com/rihardjarc/status/1884263865703358726 https://x.com/austen/status/1884444298130674000 https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html https://x.com/america/status/1884372526144598056 https://x.com/DOGE/status/1884396041786524032 https://fred.stlouisfed.org/series/FYFSD https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency https://x.com/Jason/status/1884671945800573018 https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633 https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html https://x.com/chamath/status/1885068981905875241
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    1 h et 49 min
  • Ray Dalio | The All-In Interview

    Ray Dalio | The All-In Interview
    Jan 28 2025

    (0:00) Ray Dalio joins Friedberg!

    (0:50) The current US fiscal situation

    (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth

    (24:54) USD vs other currencies and assets, best hedges against the dollar

    (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999

    (41:45) How the US can avoid a debt crisis

    (53:29) DOGE, Trump, and AI's greatest risk

    (1:05:31) Chances of conflict between the US and China

    Follow the Besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Ray Dalio:

    https://x.com/RayDalio

    Read Part 1 of "How Countries Go Broke":

    https://x.com/RayDalio/status/1878840018770210979

    Pre-order "How Countries Go Broke":

    https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://tradingeconomics.com/united-states/government-debt-to-gdp

    https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion

    https://www.cbo.gov/publication/61172

    https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater

    https://fred.stlouisfed.org/series/M2SL

    https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024

    https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing

    https://www.chathamfinancial.com/insights/fomc-recap-december-2024

    https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html
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    1 h et 16 min
  • Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

    Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
    Jan 25 2025
    (0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown (33:39) TikTok's grace period extended, valuing the business, US new equity strategy? (57:01) Jan 6th pardons, birthright citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netflix's stock rise correlates with some alarming societal trends (1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Thomas Laffont: https://www.linkedin.com/in/thomas-laffont-02430914 Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/dontcallmeraylo/status/1882444994264629402 https://x.com/craigkellyXXX/status/1882170281722339700 https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993 https://www.whitehouse.gov/presidential-actions https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html https://constitution.congress.gov/constitution/amendment-14 https://avalon.law.yale.edu/18th_century/fed74.asp https://x.com/OpenAI/status/1881830103858172059 https://x.com/sama/status/1882106524090482701 https://x.com/GavinSBaker/status/1882081746877063677 https://x.com/elonmusk/status/1881923570458304780 https://x.com/elonmusk/status/1882303826214162580 https://x.com/satyanadella/status/1882340818289307954 https://x.com/GregKamradt/status/1881762305152872654 https://x.com/chamath/status/1881773205498876255 https://x.com/documentingbtc/status/1882530869010989287 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence https://www.whitehouse.gov/presidential-actions/2025/01/presidents-council-of-advisors-on-science-and-technology https://www.goodreads.com/quotes/489251-in-this-age-in-this-country-public-sentiment-is-everything https://x.com/SpeakerJohnson/status/1882083118032846868
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    2 h et 6 min
  • Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

    Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna
    Jan 20 2025

    (0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip

    (33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more

    (1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban

    Follow the Besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Whip Emmer:

    https://x.com/GOPMajorityWhip

    Follow Rep. Swalwell:

    https://x.com/ericswalwell

    Follow Rep. Khanna:

    https://x.com/RoKhanna

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect
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    1 h et 45 min
  • Senator Ted Cruz | The All-In Inauguration Series

    Senator Ted Cruz | The All-In Inauguration Series
    Jan 19 2025

    (0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag

    (2:21) Texas vs. California: how to approach building and entrepreneurship

    (10:25) Thoughts on immigration, serving in the Senate, over-politicization

    (16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity

    (23:54) How Sen. Cruz would approach Trump's first two weeks of his second term

    (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip

    (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada

    (42:45) Thoughts on Senate confirmation hearings

    Follow the Besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Senator Cruz:

    https://x.com/tedcruz

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect
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    48 min
  • Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

    Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
    Jan 18 2025

    (0:00) The Besties welcome Mark Pincus!

    (3:53) Mark's background

    (6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences

    (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls

    (51:32) Congestion pricing in NYC, fixing broken cities

    (1:08:33) TikTok ban: origin and potential outcomes

    (1:19:15) MBA hiring downturn

    (1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs!

    Follow the Besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Mark Pincus:

    https://x.com/markpinc

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://www.piratewires.com

    https://x.com/micsolana

    https://www.athena.com

    https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump

    https://x.com/TheTechnXMedia/status/1878459564980392410

    https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf

    https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf

    https://x.com/MayorOfLA/status/1878630125786566664

    https://congestionreliefzone.mta.info

    https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html

    https://x.com/friedberg/status/1652334973586915328

    https://x.com/markpinc/status/1878575249505333606

    https://www.youtube.com/watch?v=T72DfPEBn0A&t=29s

    https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option

    https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec
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    1 h et 43 min
  • LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

    LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
    Jan 11 2025
    (0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids? Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Cyan Banister: https://x.com/cyantist Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=_SQ_myzmV_Q https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php https://x.com/JonVigliotti/status/1877020919475884110 https://x.com/FearedBuck/status/1877355797245514085 https://www.youtube.com/watch?v=vKJ5WeBc7Us https://x.com/CrazyyHub/status/1823574726738092402 https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html https://www.rainmaker.com https://www.ksbw.com/article/california-fire-evacuation-maps/63382651 https://x.com/shaunmmaguire/status/1877366727547433382 https://x.com/WorldTimesWT/status/1876887200526111017 https://x.com/ericabbenante/status/1877207054105886836 https://x.com/laurapowellesq/status/1877143625588682940 https://x.com/jeremykauffman/status/1877128641802285064 https://x.com/deb8rr/status/1877539354802876576 https://x.com/Jason/status/1877183155821494513 https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf https://x.com/townhallcom/status/1876684277787873397 https://www.wsj.com/tech/ai/nvidia-ceo-pitches-robotics-cars-as-growth-areas-to-consumer-electronics-audience-68905f2d https://www.nvidia.com/en-us/project-digits https://polymarket.com/markets/creators/all-in
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    1 h et 47 min
  • 2025 Predictions with bestie Gavin Baker

    2025 Predictions with bestie Gavin Baker
    Jan 4 2025

    (0:00) The Besties welcome Gavin Baker and recap ski week!

    (5:38) Biggest Political Winner

    (9:26) Biggest Political Loser

    (17:34) Biggest Business Winner

    (32:43) Biggest Business Loser

    (46:54) Biggest Business Deal

    (57:04) Most Contrarian Belief

    (1:12:59) Best Performing Asset

    (1:22:56) Worst Performing Asset

    (1:30:19) Most Anticipated Trend

    (1:38:59) Most Anticipated Media

    (1:43:03) Super Predictions

    (1:46:50) Bonus: Drones, UFOs, and more

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Gavin Baker:

    https://x.com/GavinSBaker

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://shop.unitree.com/products/unitree-go2

    https://shop.unitree.com/products/unitree-g1

    https://a16zcrypto.com/posts/article/state-of-crypto-report-2024

    https://x.com/chamath/status/1873144394100187263

    https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025
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    1 h et 56 min