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