Panel Discussion

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits

Anthropic is experiencing a generational run with strong momentum in the AI market, positioning itself as a formidable competitor to OpenAI

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

Claude AI's legal tool causes major stock selloffs in software and document processing companies including IBM's worst day in 25 years

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

Prince Andrew arrested in the UK in connection with Jeffrey Epstein's global finance and trafficking network

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

On-premise AI infrastructure is making a comeback as organizations manage token budgets that now exceed employee salaries, raising questions about AI implementation costs

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

ICE operations in Minneapolis sparked significant controversy following two recent deaths, with discussions on immigration enforcement and public safety implications

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

Panel analyzes potential Iranian regime change and its geopolitical implications for global stability

All-In's 2026 Predictions

The All-In panel discusses California's potential wealth tax and its impact on tech founders and the state's economy

Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?

Bernie Sanders calls for a moratorium on AI datacenters, raising questions about how the industry can address public concerns about artificial intelligence

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

OpenAI declares Code Red as competitors like Claude and Grok gain significant market share against ChatGPT

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

The panel discusses major revelations from the Epstein Files, focusing on unanswered questions about the origin of his wealth and connections

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Michael Burry, famous for shorting the housing market in 2008, is now betting against artificial intelligence and believes the AI bubble will eventually burst

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia

The panel discusses X's algorithm changes and content trends, including commentary on why certain creators dominate the platform's feed

NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias

California's proposed billionaire tax initiative faces scrutiny as a potential wealth tax that could drive high earners out of the state

Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

San Francisco's crime situation and whether National Guard deployment is a viable solution are debated amid calls from political figures for federal intervention

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

Trump administration brokers Israel-Hamas ceasefire deal in Gaza, with panel discussing negotiation tactics and geopolitical implications

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Electronic Arts was acquired in a $55 billion leveraged buyout, the largest LBO ever, signaling stress in the private equity industry

H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law

H-1B visa program faces overhaul with concerns about labor exploitation and fair wages for foreign workers in tech

Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire

Panel discusses the impact and legacy of Charlie Kirk's death and what it reveals about cultural divisions in America

Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust

The besties discuss behind-the-scenes details from a White House tech dinner attended by major tech industry leaders

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

The panel discusses Trump's contentious relationship with the Federal Reserve and debates whether the institution has become politicized or if reforms are necessary for modern economic governance

AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

The AI bubble shows signs of correction as Sam Altman and other leaders openly acknowledge overheated market expectations and unrealistic timelines

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

AI psychosis is an emerging mental health phenomenon where individuals develop delusional relationships with AI systems, sometimes preferring them to human connection

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

OpenAI's GPT-5 launch disappointed expectations with benchmark saturation indicating potential slowdown in AI capability gains despite the company's product excellence

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

Trump delivered a major AI speech at the DC summit, emphasizing America's need to win the AI race and introducing executive orders focused on unbiased AI development.

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

Panel discusses Trump's potential removal of Fed Chair Powell and implications for monetary policy and markets

Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

The Senate passed a major reconciliation bill that killed an AI regulation moratorium, significantly impacting tech policy under the Trump administration

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

The All-In podcast team launches All-In Tequila and announces the All-In Summit

AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

The AI doomer ecosystem uses astroturfing and regulatory capture to promote fear narratives while advancing effective altruist agendas and global AI control frameworks

Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

Bond market faces crisis as GOP abandons DOGE and Treasury auction results signal rising fiscal concerns

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

Trump's first 100 days marked significant policy shifts with implications for business and global trade relations

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Market gains following Trump rally and the Bessent Put effect on financial markets and investor confidence

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

Trump administration targets China with tariffs while postponing reciprocal tariffs on other nations, sparking debate about trade strategy effectiveness

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

The All-In hosts discuss their behind-the-scenes White House experience, including cabinet member interviews and the political landscape

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

The Epstein files first release disappointed expectations with limited new revelations about the case

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

Stripe has evolved from a payment processor into a broader financial infrastructure platform, handling over 1 trillion dollars in annual volume and exploring stablecoins as the future of money

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

DOGE initiatives target USAID reform and alleged waste in US foreign aid spending

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

Trump's inauguration week featured behind-the-scenes coverage and key takeaways from DC, including discussion of major executive actions and their implications

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

The All-In panel discusses DOGE's comprehensive roadmap for government reform and efficiency, outlining specific timelines and executive actions

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

Bitcoin and crypto markets experienced significant gains following Trump's election victory, with expectations for a more favorable regulatory environment under his administration

Trump wins! How it happened and what's next

Trump won the 2024 presidential election decisively, with Republicans poised to control both the House and Senate

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

US Real GDP growth reported at 2.8% but underlying economic indicators suggest structural weakness and concerns about sustainability

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

Markets are reacting to Trump polling momentum with asset diversification strategies shifting across equities, bonds, commodities, and crypto

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

Prediction markets showing different outcomes than traditional polls for the 2024 presidential election, with market-based forecasts suggesting tighter race dynamics

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Hurricanes Helene and Milton demonstrate how climate conditions are intensifying natural disasters, with economic losses potentially exceeding $160 billion

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

OpenAI's $150B valuation represents a major milestone but raises questions about the sustainability of AI company valuations and the bull versus bear investment cases

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

The Federal Reserve cut rates by 50 basis points, raising questions about whether it signals economic confidence or underlying concerns

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

The All-In podcast besties discuss the concept of Founder Mode and its application to leadership and company operations

Massive jobs revision, Kamala wealth tax, polls vs prediction markets, end of race-based admissions

Labor Department revised nonfarm payrolls down by 818,000 jobs, signaling weaker employment than previously reported

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

DOJ considers breaking up Google following major antitrust ruling, with implications for tech monopolies and market competition

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

Jason returned from COVID as the besties reconvened for a panel discussion on major market and political developments

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

Democratic Party rallies behind Kamala Harris as presumptive nominee while policy details remain unclear on issues like the border

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

Wiz rejected Google's $23 billion acquisition offer and plans to pursue an IPO instead, citing independence as the primary reason

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

The panel reacts to the assassination attempt against President Trump and discusses the Secret Service's institutional failures that allowed the incident to occur

Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

Economic soft landing appears increasingly likely with cooling inflation and potential rate cuts on the horizon, though partisan perception of the economy remains deeply divided

Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

Democratic donors are revolting against President Biden following poor debate performance, with speculation about his potential resignation and VP Kamala Harris becoming the nominee

Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

The panel discusses the implications of Biden's debate performance and speculation around a potential Democratic nominee swap before the 2024 election

In conversation with President Trump

Discussion of economic policy including regulation, taxes, tariffs, and inflation control strategies

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

Elon Musk's $56 billion Tesla compensation package was approved by shareholders after Delaware court reinstatement

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

The DOJ and FTC have launched coordinated antitrust investigations targeting Nvidia, OpenAI, and Microsoft over competitive concerns in the AI market

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

Jason Calacanis launches his first show under his new production company with the All-In pod besties

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls

Scarlett Johansson disputed OpenAI's use of a ChatGPT voice similar to hers without permission, raising questions about AI ethics and consent

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

OpenAI launches GPT-4o, a multimodal AI model that is faster, cheaper, and more capable than previous versions with improved performance across vision, audio, and text tasks

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

Meta's open-source AI strategy with Llama 3 represents aggressive competition against OpenAI, though stock decline reflects investor concerns about massive AI infrastructure spending requirements

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

Google fired 28 employees for protesting the company's cloud contract with Israel, raising questions about workplace activism and corporate policy

E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

Nvidia maintains dominant market position in AI chips while Western cities face economic and infrastructure challenges

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

Jon Haile introduced as All-In's new CEO, marking a leadership transition for the podcast

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

Sam Bankman-Fried sentenced to 25 years in prison for his role in the FTX collapse and multi-billion dollar fraud

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

DOJ files major antitrust lawsuit against Apple for allegedly monopolizing the smartphone market through anti-competitive practices

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

Tech leaders are abandoning PR-speak in favor of more candid communication, signaling a broader vibe shift in the industry

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

Elon Musk sued OpenAI over its transition from nonprofit to capped-profit structure, raising questions about tax status and damages in a complex legal case

E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown

Google faces critical leadership questions with pressure to remove CEO Sundar Pichai amid stock performance concerns and competition from AI startups like Groq

E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more

Nvidia continues to exceed earnings expectations, raising questions about its terminal value and comparing its trajectory to historical tech giants like Cisco during the dot-com era

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

Nvidia's market capitalization surpasses Google's as AI dominance reshapes the semiconductor landscape and ARM's stock experiences significant gains

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Apple Vision Pro faces questions about long-term adoption and utility in the spatial computing market

E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

Mark Zuckerberg apologized to parents at a Senate hearing about child safety on social media, with Section 230 protections under renewed scrutiny from lawmakers

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

U.S. markets surge on strong Q4 2023 GDP growth of 3.3 percent and positive economic data, pushing the Dow above 38,000 for the first time

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more

The World Economic Forum in Davos has lost cultural relevance as major geopolitical and economic shifts dominate conversations, including Argentine President Milei's anti-establishment speech and Jamie Dimon's comments on Trump.

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

US and allied forces strike Houthi targets in Yemen, raising concerns about escalation in the Middle East and global shipping vulnerabilities

E160: 2024 Predictions! Markets, tech, politics, and more

Panel predicts 2024 political winners and losers, with discussion of third-party candidates and shifting voter coalitions

E159: The Bestie Awards! Recapping the best and worst of 2023

The All-In panel debates the biggest political winners and losers of 2023, including discussions on RFK Jr., third-party politics, and Ukraine's continued relevance

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

Houthi attacks in the Red Sea are disrupting global trade routes and causing shipping costs to spike dramatically, with comparisons to COVID-era freight price increases

E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more

Epic Games wins major antitrust case against Google over Play Store practices, raising questions about app store monopolies and future regulatory action

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

Ivy League universities face scrutiny over antisemitism on campuses following congressional hearings with university presidents

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

Ukraine secures major international media coverage with Zelensky's TIME magazine appearance, representing a critical turning point in the war's narrative and global perception

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

Panel discusses escalating WW3 risks and whether Wall Street Journal coverage is intentionally stoking US-Iran tensions amid Middle East conflicts

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

The Israel-Gaza conflict escalation involves complex information warfare, delayed ground operations, and domestic Israeli political pressures from far-right coalition members.

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

Panel discussion examines the Hamas terror attacks on Israel, their immediate fallout, and geopolitical implications for the region

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

Kevin McCarthy was ousted as Speaker of the House by eight Republicans, triggering a political crisis over spending bills and government funding priorities

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

The Federal Reserve's interest rate hikes have fundamentally disrupted the venture capital model that relied on cheap capital and ZIRP-era valuations

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

Biden administration targets Elon Musk's businesses through DOJ lawsuits, raising questions about political motivations and selective enforcement

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

Nvidia crushes earnings expectations with strong GPU market demand driven by AI infrastructure buildout

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

Oliver Anthony's 'Rich Men North of Richmond' debuts at number 1 on Apple Music, sparking discussion about upward mobility and economic frustration in America

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

The All-In panel breaks down the LK-99 superconductor claims and the broader challenge of scientific reproducibility in an increasingly skeptical environment

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

The All-In hosts recap Chamath's wedding in Italy and discuss personal life updates among the group

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

Inflation cooling creates optimism for soft landing scenario as markets rally, particularly in tech stocks

E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health

The All-In pod team hacked their own production while Jcal was on vacation, demonstrating the show's flexibility and collaborative spirit

E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

Wagner Group's rebellion against Russian military leadership highlights instability within Putin's power structure and raises questions about Russia's military effectiveness in Ukraine

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

Ukraine's counteroffensive shows signs of underperformance with ammunition shortages and reported rejected peace deal proposals

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

The Federal Reserve paused rate hikes, creating a potential market melt-up scenario with IPO windows beginning to open for major companies like ARM

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

The SEC launched aggressive enforcement actions against major cryptocurrency exchanges Binance and Coinbase, seeking to freeze assets and regulate crypto as securities

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

The besties discuss their fantasy picks for president and concerns about Biden's mental acuity based on public appearances and documented incidents

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

David Sacks shares behind-the-scenes details of Ron DeSantis's failed Twitter Spaces presidential announcement, discussing technical issues and media fallout

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

Sam Altman testified before Congress on AI regulation, demonstrating strategic navigation of regulatory scrutiny while discussing the viability of open-source AI models

E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more

Google releases PaLM 2 and Duet AI at Google IO, attempting to compete in the rapidly escalating AI wars with OpenAI and other competitors

In conversation with Robert F. Kennedy Jr.

RFK Jr. discusses foreign policy challenges including Ukraine/Russia and Taiwan/China tensions and their geopolitical implications

E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more

Google faces a critical inflection point as it transitions out of its growth phase, with big tech broadly confronting market maturation and competitive pressures from AI startups

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion

SpaceX's Starship launch represents a major milestone in space exploration with significant implications for satellite internet and space travel

E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

AutoGPT represents a major evolution in AI capability by enabling autonomous task completion without human intervention between steps

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

The panel discusses the Trump indictment and its political and legal implications for the 2024 election cycle

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

Panel discusses whether generative AI represents a transformative computing platform comparable to mobile and the internet

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

The Federal Reserve raised interest rates by 25 basis points amid ongoing economic uncertainty following recent banking stress

E120: Banking crisis and the great VC reset

Silicon Valley Bank's collapse triggered a banking crisis and raised questions about deposit protection and financial system stability across global markets

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

Silicon Valley Bank experienced a rapid bank run and collapse in March 2023, triggered by a combination of unrealized bond losses and customer deposit withdrawals

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

Venture capital is experiencing intense FOMO-driven competition to invest in AI startups, with valuations skyrocketing and LPs becoming increasingly skeptical of returns

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

Stripe faces a precarious situation with a $4B tax bill, slowing growth curve, and questions about whether it missed its IPO window during the ZIRP era

E116: Toxic out-of-control trains, regulators, and AI

A toxic train derailment in Ohio raises serious questions about rail industry regulation, safety standards, and corporate accountability

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

A panel discussion examines the Seymour Hersh report alleging US involvement in the Nord Stream pipeline destruction and the geopolitical implications of breaking from traditional military-industrial complex policies

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

Federal Reserve raises interest rates by 0.25%, signaling more hikes ahead while job creation remains strong but wage growth continues to decelerate

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

The Department of Justice filed an antitrust lawsuit against Google targeting its advertising technology business, arguing the company has monopolistic control over ad exchanges, ad servers, and publisher networks.

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

The panel discusses potential Republican nominees for 2024 including DeSantis, Youngkin, and Haley, with focus on economic issues like budget balancing

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

Microsoft announced a $10 billion investment in OpenAI with unique structural terms that differ from traditional venture funding agreements

E110: 2023 Bestie Predictions!

The besties make ten major predictions for 2023 across politics, business, markets, and media

E109: 2022 Bestie Awards Live from Twitter HQ

The All-In podcast besties convened at Twitter HQ to hand out their annual Bestie Awards recognizing the biggest winners, losers, and surprises across politics, business, science, and culture in 2022

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

Twitter implements new privacy rules and suspends accounts involved in doxing, raising questions about online safety and free speech

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

The Twitter Files reveal how Twitter engaged in shadow banning, blacklisting entire accounts and topics under content moderation policies

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

SBF conducted a strategic media tour following FTX's collapse, attempting to rehabilitate his image while discussing his actions and philosophy

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

Trump announces his 2024 presidential campaign, sparking discussion about political implications and motivations

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

Tech industry experiences major layoff wave across Twitter, Stripe, Lyft, Opendoor, Chime and other major companies signaling preparation for longer economic downturn

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

Elon Musk finalizes Twitter acquisition and immediately implements content moderation changes while the platform faces uncertain future direction

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

Brad Gerstner joins the panel discussion in place of David Sacks to discuss major tech and business news

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

The All-In podcast celebrates its 100th episode by reflecting on what makes the show unique and resonates with audiences

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

Major cheating scandals exposed in chess, poker, and fishing competitions raise questions about integrity in competitive sports

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

Major tech companies including Meta are announcing hiring freezes and restructuring plans, signaling a potential shift in the broader economy and startup ecosystem

E97: SPAC updates, public/private market overview, Putin's end game & more

SPACs have cooled significantly as the public and private markets reassess valuations and risk after the 2021 boom period

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

Adobe announced a $20 billion acquisition of Figma, a major consolidation in the design software space with significant regulatory considerations

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

Europe faces an unprecedented energy crisis that threatens economic stability and Western unity as winter approaches

E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

NFT trading volume on major platforms like OpenSea has plummeted by 99% in 90 days, signaling a major correction in the cryptocurrency collectibles market

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

Twitter's former head of security Peiter Zatko alleges serious security vulnerabilities and mismanagement at the company, with potential implications for the Elon Musk acquisition

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

Adam Neumann raises $350 million from a16z for Flow, his new residential real estate startup following WeWork's collapse

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

SoftBank's Vision Fund suffered a $21 billion+ loss due to overvaluation of portfolio companies and aggressive expansion during inflated market conditions

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

Twitter subpoenas the All-In podcast hosts as part of ongoing litigation and discovery processes

E88: First principle politics, China chaos & outlook, state of private/public markets & more

The panel analyzes first principles politics, examining cynicism and strategic incentives within both major political parties

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

Sri Lanka faces economic crisis with inflation near 60% driven by fertilizer ban, money printing, and external debt vulnerabilities affecting emerging markets globally

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

The U.S. labor market remains strong with job openings declining but still historically elevated, signaling a potential cooling rather than collapse

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

Sam Bankman-Fried's bailout of crypto lenders BlockFi and Voyager Digital exposed major vulnerabilities in the crypto market and raised questions about concentration of power among wealthy individuals

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

Federal Reserve policy decisions and macroeconomic factors are creating significant uncertainty in markets, with inflation and labor dynamics at the center of economic concerns

E83: Market slide continues, and how to address Uvalde

Brad Gerstner joins the show to discuss the ongoing market downturn and uncertainty in tech stocks following earnings misses from Zoom and Snowflake

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

The venture capital market faces significant macro headwinds including inflation, rising interest rates, and consumer debt levels comparable to or exceeding the 2008 financial crisis

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

Discussion of key VC fund metrics and the current state of private markets amid economic uncertainty

E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

Friedberg analyzes the global food crisis and predicts China's strategic moves to secure food supplies for its population

E76: Elon vs. Twitter

Elon Musk made an offer to take Twitter private at $54.20 per share, prompting Twitter's board to implement a poison pill shareholder rights plan to protect shareholder value

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

Fast, Better.com, and GoPuff faced major shutdowns and layoffs in 2022, revealing macro and micro-economic pressures on startups

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

Yield curve inversion signals potential recession as markets grapple with economic uncertainty and inflation concerns

E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

Panel discusses the Russia-Ukraine war three weeks in, examining geopolitical positions and military developments across different stakeholders

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

Russia's invasion of Ukraine represents a dangerous escalation with nuclear implications and new forms of asymmetric warfare that challenge traditional military doctrine

E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

Panel discussion analyzing the US response options to Russia's invasion of Ukraine and implications for American foreign policy

E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more

Trudeau invokes emergency powers to suppress the Canadian truckers protest, raising concerns about government overreach and financial surveillance

E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

The panel revisits the Joe Rogan and Spotify controversy surrounding his use of racial slurs and episodes removed from the platform

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

Panel discusses VC markup dynamics and how investment valuations are determined in various market conditions

E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

FTC Chair Lina Khan's aggressive antitrust enforcement approach targets big tech platforms with new regulatory standards and restrictions

E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more

Panel discusses the Oath Keepers indictments and Capitol riot, examining seditious conspiracy charges and their implications for accountability

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

Elizabeth Holmes was convicted on four of eleven fraud charges in the Theranos trial, highlighting how charisma and storytelling can mask fundamental deception in venture capital

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

Panel of venture capitalists make bold predictions about 2022 winners and losers across politics, business, tech, and crypto markets

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

Jack Dorsey sparked Web3 wars by criticizing venture capital's involvement in cryptocurrency, claiming VCs would ultimately control decentralized systems

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move

Twitter's content warning algorithm appears to flag posts based on undefined criteria, raising questions about transparency and potential bias in content moderation

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

November's CPI came in at 6.8%, prompting discussion about inflation metrics and whether they accurately reflect consumer reality

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

The Omicron variant's characteristics and implications for pandemic trajectory and public health responses

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

Constitution DAO's failed $40 million bid to purchase a first edition of the US Constitution highlights both the potential and limitations of decentralized autonomous organizations in coordinating large-scale acquisition efforts.

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

The panel discusses valuation methodologies for cryptocurrency projects and general investing principles following a censored segment from the previous week

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

The panel analyzes spread trading opportunities in big tech stocks like Microsoft and Google, examining their market dominance and competitive positioning.

E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more

The panel discusses proposed wealth tax policies and examines why European countries abandoned similar initiatives

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

The panel discusses Trump's SPAC merger with Truth Social and strategies for leveraging the capital effectively through building versus acquiring

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

Supply chain disruptions in Los Angeles ports are causing significant economic bottlenecks, with discussions about implementing 24/7 operations to address the crisis

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

David Sacks provides a sophisticated deep dive into Solana and crypto investing strategies, discussing the technical and financial aspects of cryptocurrency markets

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more

Brian Armstrong defends Coinbase's mission-focused approach and apolitical stance in response to employee backlash over his controversial blog post

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more

Facebook faces major backlash after internal documents reveal Instagram's harmful effects on teen girls' mental health and body image

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more

Rolling Stone and Rachel Maddow were fooled by a false ivermectin story that went viral, highlighting the importance of fact-checking in media

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

Elizabeth Holmes Theranos trial highlights fraud risks in venture capital and the dangers of 'fake it till you make it' culture

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

The Afghanistan withdrawal represents a major geopolitical and foreign policy failure with long-term consequences for US credibility and global stability

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more

Friedberg's Production Board raised $300 million backed by Alphabet, and Sacks launched a new $1.1 billion SaaS-focused fund called Craft III

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

Vaccine passport mandates expand across major corporations and cities including NFL, Google, Facebook, and NYC restaurants, raising questions about implementation and enforcement mechanisms

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

The panel debates COVID-19 vaccine mandates, comparing government policy approaches in the US versus France and discussing the tension between public health and individual freedom

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

A panel of prominent investors and entrepreneurs discuss a bestie's COVID-19 experience and Delta variant breakthrough infections amid vaccine mandate debates

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

The West Coast faces a severe super drought and climate crisis with significant implications for water resources and energy production

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more

Robinhood faces a $70M FINRA fine for regulatory violations and prepares for IPO with S-1 filing amid ongoing scrutiny of its business practices

E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more

NYC mayoral primary results show voters rejected far-left candidates in favor of Eric Adams, signaling public concern over crime, homelessness, and drug abuse in cities

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

Lina Khan's appointment as FTC Chair raises questions about whether Big Tech companies like Google, Amazon, and Meta will face antitrust breakups

E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more

Biogen's Alzheimer's drug aducanumab received FDA approval despite controversial clinical trial data and expert panel opposition, raising questions about regulatory capture and drug efficacy standards

E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood

Panel discusses the Wuhan lab leak theory and evolving scientific consensus about COVID-19's origins, examining evidence from a disused Chinese mine

E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more

Apple faced backlash for hiring Antonio Garcia-Martinez despite employee petitions, revealing corporate hypocrisy around values enforcement and free speech

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more

Jason Calacanis shares behind-the-scenes details from Elon Musk's Saturday Night Live hosting appearance and the cultural moment it represented

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more

The panel discusses hypocrisy and virtue signaling around mask-wearing post-vaccination, particularly regarding political leaders' public messaging versus private behavior

E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more

Biden's proposed capital gains tax hike could significantly impact investment returns and founder wealth, with potential consequences for startup funding and economic growth

E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner

Coinbase's direct listing represents a shift in how companies go public, offering advantages over traditional IPOs including better price discovery and elimination of lockup periods

E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

The Archegos hedge fund collapse revealed systemic risks in margin trading and the need for better risk management in financial markets

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

The besties debate inflation with Sacks presenting a detailed economic analysis deck examining causes and implications

E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

Venture capital is undergoing significant structural changes including shift toward decentralized funding, equity crowdfunding, and non-dilutive capital sources like Pipe and Clearbanc

E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more

Biden's vaccine mandate and California's problematic vaccine rollout exposed equity issues in distribution

E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act

Stock market downturn discussed with analysis of near-term optimism factors and economic headwinds

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions

The hosts reflect on a controversial Robinhood interview and discuss refocusing the show on core topics

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it

The Robinhood saga concludes with analysis of major lessons learned from the GameStop short squeeze and Vlad Tenev's controversial decisions during the crisis

E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

Chamath breaks down the entire WallStreetBets and GameStop saga, explaining how retail investors coordinated to drive up the stock price against hedge fund short positions

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

Panel discusses Trump's inauguration, his role as a change agent, and Facebook's Oversight Board decisions regarding his platform appeals

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

Big Tech companies coordinated to ban former President Trump from their platforms following the January 6 Capitol riot, raising serious First Amendment and free speech concerns

E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more

The panel reflects on the January 6th Capitol riot, discussing police response disparities with BLM protests and the path forward for national healing

E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020

The All-In crew holds their inaugural award show reviewing the biggest winners, losers, and most memorable moments of 2020 across politics, business, and culture

E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more

Salesforce's $27.7 billion acquisition of Slack represents a major tech consolidation play despite questions about whether Slack should have remained independent longer

E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials

The panel celebrates Friedberg and Chamath taking Metromile public via SPAC, discussing the mechanics of PIPE investments and expressing playful frustration about being excluded from the deal

E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more

Panel discusses the 2020 election results and compares Trump's legal situation to Al Gore's 2000 recount challenge

E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!

Live election night analysis of Trump's early leads and shifting betting/equity market odds toward a pro-Trump outcome

E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more

Twitter and Facebook faced significant backlash for censoring the NY Post's Hunter Biden story, raising questions about their role as platforms versus publishers

E9: Trump has COVID, First debate reactions, Coinbase letter response & more

The panel discusses Trump's positive COVID-19 diagnosis, his medical treatment at Walter Reed, and implications for disease mitigation and accessibility

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021

The TikTok and Oracle deal raises serious concerns about data privacy, security threats from modern software, and escalating US-China tensions that could have cascading geopolitical consequences

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

California faces serious economic and governance challenges stemming from one-party Democratic control and regulatory overreach, particularly affecting business operations and quality of life

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

Big Tech antitrust hearings were a mix of legitimate concerns and political theater, with different companies facing varying levels of scrutiny and reputational damage

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency

The WHO demonstrated severe incompetence in handling global health crises and requires structural reforms to improve decision-making processes

E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg

Politicizing public health issues during the pandemic created divisions between deaths decreasing and new cases spiking, with debates over mask mandates and lockdown effectiveness