Episodes

  • 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 hr and 56 mins
  • DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

    DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie
    Dec 20 2024
    (0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first casualty and its paradigm-shifting potential (48:25) Conspiracy Corner: What are the drones over New Jersey!? (57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software (1:27:29) Google's AI turnaround, future of AI physics and video models Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Aaron Levie: https://x.com/levie 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.cbsnews.com/news/government-shutdown-continuing-resolution-march-14 https://x.com/Jason/status/1869816646954823916 https://docs.house.gov/billsthisweek/20241216/CR.pdf https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution https://x.com/KobeissiLetter/status/1869730547851051029 https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024 https://x.com/VivekGRamaswamy/status/1869407887983821089 https://avalon.law.yale.edu/18th_century/fed58.asp https://x.com/patrickc/status/1869422495985750459 https://x.com/chamath/status/1869773044832718917 https://x.com/SpeakerPelosi/status/1869871681830879256 https://x.com/RepJayapal/status/1869823494588162475 https://x.com/elonmusk/status/1869485580276629975 https://x.com/elonmusk/status/1869482581181554704 https://x.com/elonmusk/status/1869487359420727338 https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839 https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html https://x.com/KanekoaTheGreat https://x.com/AutismCapital https://x.com/Geiger_Capital https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring https://openai.com/index/scale-the-benefits-of-ai https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0 https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk https://x.com/DailyPalantir/status/1869097046889882057 https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers https://x.com/GoogleDeepMind/status/1868703624714395907 https://x.com/_philschmid/status/1869639246434246966
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    1 hr and 37 mins
  • Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

    Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois
    Dec 13 2024
    (0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion (25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more (43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing (54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline (1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Keith: https://x.com/rabois 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.tiktok.com/@frankielapenna/video/7010077215576575238 https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk https://blog.google/technology/research/google-willow-quantum-chip https://www.nature.com/articles/s41586-024-08449-y https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit https://quantumai.google/roadmap https://en.wikipedia.org/wiki/Hartmut_Neven https://en.wikipedia.org/wiki/Double-slit_experiment https://www.discovery.com/science/Double-Slit-Experiment https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo https://x.com/rabois/status/870673635375104000 https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656 https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235 https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html https://www.ben-evans.com/benedictevans/2021/6/15/antitrust https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade
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    1 hr and 28 mins
  • New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

    New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
    Dec 7 2024

    (0:00) Bestie announcement!

    (2:53) Gavin Baker and Joe Lonsdale join the show

    (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position

    (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets

    (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition

    (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next

    (1:08:28) UnitedHealth CEO murdered, reactions

    Get virtual tickets for The All-In Holiday Spectacular!:

    https://allin.com/events

    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 Joe Lonsdale:

    https://x.com/JTLonsdale

    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://truthsocial.com/@realDonaldTrump/posts/113603133222686186

    https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html

    https://x.com/davidmarcus/status/1862654506774810641

    https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade

    https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f

    https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot

    https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn

    https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes
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    1 hr and 24 mins
  • DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

    DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
    Nov 23 2024

    (0:00) Bestie intros!

    (1:54) Breaking down the DOGE roadmap

    (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE

    (48:11) WW3 risk: Biden's recent escalation

    (1:00:43) Science Corner: Fat cells can remember being fat!

    Get tickets for The All-In Holiday Spectacular!:

    https://allin.ticketsauce.com/e/all-in-holiday-spectacular

    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://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020

    https://x.com/BehizyTweets/status/1859364239229821022

    https://x.com/sfliberty/status/1858936359949304105

    https://x.com/MarioNawfal/status/1859946626271388068

    https://x.com/realdogenews/status/1859233043686334791

    https://x.com/popeye31jc/status/1859233598328492360

    https://x.com/MattForVA/status/1859248996377612755

    https://www.youtube.com/watch?v=8NLzc9kobDk

    https://tradingeconomics.com/argentina/inflation-cpi

    https://x.com/TrumpWarRoom/status/1858258226199818595

    https://x.com/Pismo_B/status/1858018620456186221

    https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html

    https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html

    https://www.nature.com/articles/s41586-024-08165-7

    https://x.com/bryan_johnson/status/1860022160833806646
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    1 hr and 10 mins
  • Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

    Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
    Nov 16 2024
    (0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular 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://www.google.com/finance/quote/BTC-USD https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424 https://fred.stlouisfed.org/series/DGS10 https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11 https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html https://x.com/elerianm/status/1857297087010107728 https://x.com/chamath/status/1359248379377762310 https://www.congress.gov/bill/118th-congress/house-bill/4763/text https://stockanalysis.com/ipos/statistics https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor https://www.google.com/finance/quote/TSLA:NASDAQ https://x.com/elonmusk/status/1848055198494728496 https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html https://x.com/EndWokeness/status/1856208378541769076 https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02 https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180 https://x.com/shayne_coplan/status/1856838409861386722 https://www.cftc.gov/PressRoom/PressReleases/8478-22 https://x.com/shayne_coplan/status/1856808022481539192 https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers https://x.com/WallStreetSilv/status/1852863585375977877 https://x.com/charliekirk11/status/1857237886736715971 https://x.com/VivekGRamaswamy/status/1856725762130260383
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    1 hr and 23 mins
  • Trump wins! How it happened and what's next

    Trump wins! How it happened and what's next
    Nov 8 2024
    (0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular 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://x.com/twobitidiot/status/1854192602985255042 https://www.270towin.com/2024-election-results-live/president https://x.com/ChrisCillizza/status/1854515791690953066 https://www.youtube.com/watch?v=_e8-KX3XKL8 https://x.com/Jason/status/1854209590424121464 https://x.com/SawyerMerritt/status/1854045298475110779 https://x.com/DavidSacks/status/1854342908356297068 https://x.com/arifleischer/status/1854270972775305291 https://www.fec.gov/data/spending-bythenumbers/?office=P https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going https://x.com/DavidSacks/status/1829383729284067659 https://www.snopes.com/fact-check/trump-very-fine-people https://x.com/TheRabbitHole84/status/1840977783247286429 https://www.cnn.com/election/2024 https://polymarket.com/event/house-control-after-2024-election https://x.com/MarioNawfal/status/1854536321282519396 https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en https://x.com/DavidSacks/status/1854202717637411199 https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies https://x.com/chamath/status/1854229735477551600 https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906 https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html
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    1 hr and 43 mins
  • Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

    Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
    Nov 1 2024
    (0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: https://www.youtube.com/watch?v=D4Xaqgd9-Ro Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular 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://fred.stlouisfed.org/series/DGS10 https://x.com/freesites_com/status/1851615700869144908 https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html https://fred.stlouisfed.org/series/FYONGDA188S https://www.commercebank.com/about-us/prime-rate-update https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926 https://x.com/DavidSacks/status/1818467743479542130 https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust https://x.com/DavidSacks/status/1850277560816681255 https://x.com/DavidSacks/status/1850979360037356001/photo/1 https://x.com/davidsacks/status/1844429818554876026 https://x.com/elonmusk/status/1851745648313602189
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    1 hr and 31 mins