All-In with Chamath, Jason, Sacks & Friedberg – Détails, épisodes et analyse

(0:00) Bestie intros! Jason goes "Founder Mode"

(1:03) All-In Summit lineup announcement

(9:01) Understanding "Founder Mode"

(32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"

(52:28) Tech's Section 230 protections might be in danger after new ruling

(1:08:45) DOJ charges two Russians with infiltrating US media company

(1:22:42) Kamala's economic pivot

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://paulgraham.com/foundermode.html

https://x.com/chamath/status/1831003871344501069

https://www.google.com/finance/quote/PANW:NASDAQ

https://a16z.com/on-micromanagement

https://www.amazon.com/gp/product/0679762884

https://www.google.com/finance/quote/ABNB:NASDAQ

https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756

https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn

https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1

https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058

https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html

https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe

https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe

https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo

https://www.axios.com/2024/08/22/bolt-investors-baffled

https://x.com/MikeSacksEsq/status/1828795866590896599

https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges

https://www.youtube.com/watch?v=0JTcxIVlQfU

https://x.com/elonmusk/status/1830440852411326782

https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands

https://www.justice.gov/opa/media/1366266/dl

https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference

https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats

(0:00) Bestie intros: Buttons are back for fall

(1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks

(7:52) State of AI: Nvidia, cluster buildouts, competition

(19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit

(29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry

(41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots

(52:02) Reid's thoughts on growing antisemitism

(55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc.

(1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump

(1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump

(1:31:13) Falling out with the Democratic Party

(1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda

(1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy

Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

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https://x.com/RobertKennedyJr

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025

https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592

(0:00) Bestie Intros!

(5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?

(26:22) Cognitive decline coverup, Bestie strategy for Dems

(34:38) SCOTUS clarifies social media moderation

(47:06) SCOTUS overturns Chevron, limiting the power of federal agencies

(1:00:03) SCOTUS to hear case on restricting online porn in Texas

(1:05:27) SCOTUS rules in favor of President Trump in immunity case

Join/host a meetup: https://app.getriver.io/all-in

Apply for All-In Summit: https://summit.allinpodcast.co

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html

https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014

https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434

https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea

https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate

https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know

https://x.com/TheKevinDalton/status/1806669560852218045

https://x.com/0rf/status/1807620571934478683

https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas

https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf

https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268

https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf

https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies

https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02

https://x.com/noalpha_allbeta/status/1808265251202167183

https://x.com/ewarren/status/1808241509738631388

https://www.axios.com/2019/06/01/supreme-court-justices-ideology

https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188

https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf

https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution

https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825

https://x.com/unusual_whales/status/1808558981457326368

0:00 Bestie intro!

0:59 Adobe agrees to acquire Figma for $20B

19:21 How Adobe might bundle Figma, regulatory implications

38:59 Analyzing Google's "one off" acquisition of YouTube

49:33 Friedberg breaks down the latest TPB SPAC news

1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022

1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.google.com/finance/quote/ADBE:NASDAQ

https://www.figma.com/blog/a-new-collaboration-with-adobe

https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html

https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship

https://twitter.com/LizAnnSonders/status/1570711614277419009

https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html

https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/

https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more!

3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests

12:53 Passing of Queen Elizabeth II

15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more

53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands

1:03:46 Overprescribing of amphetamines to children

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/theallinpod/status/1568294657632907268

https://www.youtube.com/watch?v=FfJv9QYrlwg

https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html

https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html

https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html

https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html

https://twitter.com/aaronjmate/status/1566484400224993280

(0:00) Bestie intros + Burning Man debate

(4:16) NFT trading volume plummets

(10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue

(40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story

(52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure

(1:06:04) Besties reflect on Mikhail Gorbachev's passing

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days

https://www.youtube.com/watch?v=XlXSGqvP-A8

https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/

https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html

https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509

0:00 Bestie intros!

1:25 Twitter's former head of security makes allegations against the company

22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities

33:54 Student loan forgiveness

1:03:25 Red wave or red ripple?

1:07:57 Science corner: Gut microbiome, fecal transplants

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam

https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users

https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

https://time.com/6207996/twitter-whistleblower-allegations/

https://twitter.com/DavidSacks/status/1562179576800763904

https://twitter.com/DavidSacks/status/1562179705322684416

https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23

https://twitter.com/elonmusk/status/1562105413977493504

https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2

https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards

https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders

https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition

https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers

https://twitter.com/LHSummers/status/1562040653432999936

https://www.socialcapital.com/ideas/2021-annual-letter

https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple

https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf

https://grow.google

0:00 Bestie intro plus a new moderator!

7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow

25:32 Housing policy: Bay Area, Houston, Miami differences

45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?

1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more

1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html

https://www.google.com/finance/quote/PLD:NYSE

https://www.google.com/finance/quote/WE:NYSE

https://www.google.com/finance/quote/BX:NYSE

https://a16z.com/2020/04/18/its-time-to-build

https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing

https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790

https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16

https://www.foreignaffairs.com/ukraine/playing-fire-ukraine

https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf

https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all

https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html

0:00 Bestie intros

3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact

27:59 Metrics that signify a bubble or the top of a market

36:46 US macroeconomic picture

50:45 FBI raids Mar-a-Lago, Trump back in news

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf

https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047

https://cloudedjudgement.substack.com/p/clouded-judgement-81222

https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801

https://fred.stlouisfed.org/series/FIXHAI

https://www.newyorkfed.org/microeconomics/hhdc

https://twitter.com/AndrewYang/status/1556987104219090945

https://twitter.com/andrewcuomo/status/1556990308424028163

https://twitter.com/elonmusk/status/1546669610509799424

https://twitter.com/michaeljburry/status/1557934401505308672

0:00 Bestie intros

2:07 Twitter subpoenas the besties!

16:03 Markets overview: dead cat bounce or have we hit the bottom?

34:10 De-globalization trends, Pelosi's Taiwan visit 

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/DavidSacks/status/1554963395660566533

https://davidsacks.medium.com

https://ycharts.com/indicators/us_gas_price

https://www.macrotrends.net/1369/crude-oil-price-history-chart

https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue

https://twitter.com/mkraju/status/1554485039710310401

https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png

https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html