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All-In on Smash Notes

All-In podcast.

March 17, 2020

@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.



Episodes with Smash Notes

0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36 months 56:20 Crypto...

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense & the current thing 25:24...

0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more 22:35 Q: How has the poker game influenced your...

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit 5:56 Miami Mayor...

0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking 10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting...

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it...

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy...

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can...

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&A with Nate Silver: building...

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 Bestie Q&A with Adena:...

This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse 12:37 Can...

0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a...