Podcast
All-In
Hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg
Where to listen: The show's site
Smash Notes has 112 notes from 10 episodes of All-In, hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks and David Friedberg. Each note answers one question with the moment it was said, so you can read it or play just that part. Topics: Business, Entrepreneurship.
@Chamath & @Jason podcast duo discuss the world. Chamath thinks his vulgarity, candor, biting honesty and ludicrous statements needs more regularity, and Jason has a perfect voice for it.
On this show
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Trending questions
- 01Why Did Google Lose $500 Billion?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 02Why Do Companies Block AI at Work?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 03Why Will Governments Regulate AI Compute?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 04How Big Can Anthropic Revenue Get?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 05How Did Microsoft Nearly Double Revenue?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 06How Does One Nvidia Dollar Become $18?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 07Is Anthropic's $80 Billion Loss Real?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 08What Does Anthropic's S-1 Reveal?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 09What Revenue Targets Did Anthropic Lay Out?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
- 10Why Does the AI Complex Compete With Treasuries?Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
Most-covered episodes
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CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer -
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COVID-19 Political, Economic & Social Ramifications -
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Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots -
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Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions -
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AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? -
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COVID-19 & Impact on Startups, Venture Capital & Public Markets
Episodes with Notes
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WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight(0:00) Welcome Will Ahmed, CEO of WHOOP (0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot (6:59) Inside 50 Billion Hours of 24/7 Health Data (19:31) WHOOP's AI Coach… -
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Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption (9:07) Open Weight vs. Frontier AI Models (18:07) AI and Cyber Warfare (21:14) AI… -
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Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity(0:00) Dylan Field joins the show: Figma's origin story and mission (3:16) Adobe's $20B deal blocked: inside the antitrust fight (12:29) Is AI killing SaaS? Frontier Companies… -
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E291: Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm PredictionsThe Besties on the White House superintelligence summit and the AI safety accord, then cybersecurity, the latest economic numbers, and the midterms.
108 more episodes without notes
- E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
- E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
- E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
- E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
- E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
- E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
- E88: First principle politics, China chaos & outlook, state of private/public markets & more
- E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
- E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- #AIS: Palmer Luckey on Anduril
- #AIS: Bestie AMA with Valor's Antonio Gracias
- #AIS: Opening chat with Miami Mayor Francis Suarez
- #AIS: Joe Lonsdale on the problem with higher education
- #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
- #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
- #AIS: Pear VC’s Mar Hershenson on making successful founders
- #AIS: FiveThirtyEight's Nate Silver on how gamblers think
- #AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
- #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
- E83: Market slide continues, and how to address Uvalde
- #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
- #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
- E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
- E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
- E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
- E76: Elon vs. Twitter
- E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
- E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
- E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
- E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
- E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
- E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
- E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
- E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
- E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
- E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
- E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
- E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
- E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more
- E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
- E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
- E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
- E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more
- E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan
- E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more
- E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!
- E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
- E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
- E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
- E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
- E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
- E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more
- E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
- E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more
- E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more
- E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
- E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more
- E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover
- E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more
- E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more
- E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more
- E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more
- E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner
- E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
- E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
- E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act
- E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!
- E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev
- E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green
- E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
- E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
- E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
- E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
- E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more
- E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
- E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
- E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more
- E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
- E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
- E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
- E9: Trump has COVID, First debate reactions, Coinbase letter response & more
- E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more
- E7: California's collapse, how SPACs are opening the markets for growth stocks & more
- E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
- E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency
- E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg
- E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
- E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks
- E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation)
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