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Lyt når som helst, hvor som helst 

All-In Podcast

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Luca Ferrari joins the Besties!
 
(1:56) Crashing an AI startup, the $40,000 restart & buying product market fit
 
(4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard
 
(9:55) Debt as an accelerant, what happens if rates rise & who else is bidding
 
(14:58) Inside the deal desk: what gets acquired, why they don't build & the founder question
 
(20:22) Building a tech giant out of Milan, Europe's talent pool & the outsider advantage
 
 
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
 
 
Follow the besties: 
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
 
 
Follow on X:
 
https://x.com/theallinpod
 
 
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
 
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
 
 
Follow on LinkedIn: 
 
https://www.linkedin.com/company/allinpod
 
 
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg
 
 
 
#allin #tech #news

Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete

(0:00) Steve Hilton joins the Besties!
 
(3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws
 
(12:09) The path to victory: the persuadable voter, the cost-of-living pitch & the case against Becerra
 
(21:46) Spencer Pratt joins: the message that cut through & the LA race that flipped
 
(26:58) The city up close: the parks, small business & who the rules actually reward
 
(36:54) Ballot harvesting, voter ID & whether the system is rigged or just legal
 
(47:13) The Palisades: the empty reservoirs, suing the state & what Spencer does next
 
 
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
 
 
Follow the besties: 
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
 
 
Follow on X:
 
https://x.com/theallinpod
 
 
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
 
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
 
 
Follow on LinkedIn: 
 
https://www.linkedin.com/company/allinpod
 
 
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg
 
 
 
#allin #tech #news

Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

(0:00) Welcome Blake Scholl!
 
(5:11) Solving the sonic boom & legalizing supersonic flight
 
(7:59) The pivot to powering data centers
 
(10:38) Jason joins: data center demand, private jets & what winning looks like
 
 
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
 
 
Follow the besties: 
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
 
 
Follow on X:
 
https://x.com/theallinpod
 
 
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
 
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
 
 
Follow on LinkedIn: 
 
https://www.linkedin.com/company/allinpod
 
 
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg
 
 
 
#allin #tech #news

Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

(0:00) Welcome Naveen Rao
 
(4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close
 
(10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine
 
(19:46) Chamath joins: the path to product, porting existing models & building the team
 
 
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
 
 
Follow the besties: 
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
 
 
Follow on X:
 
https://x.com/theallinpod
 
 
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
 
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
 
 
Follow on LinkedIn: 
 
https://www.linkedin.com/company/allinpod
 
 
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg
 
 
 
#allin #tech #news

Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

(0:00) Adam Foroughi joins the Besties!
 
(3:07) Discovery vs search & is your phone listening?
 
(10:04) IPO tumble & becoming your own best investor
 
(16:00) Privacy rules, Apple's crackdown & how agents change people's shopping
 
(20:00) How a lean team beats the giants, margin moats & building in China
 
 
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
 
 
Follow the besties: 
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
 
 
Follow on X:
 
https://x.com/theallinpod
 
 
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
 
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
 
 
Follow on LinkedIn: 
 
https://www.linkedin.com/company/allinpod
 
 
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg
 
 
 
#allin #tech #news

Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

(0:00) Bill Gurley takes the stage at the All-In Summit
 
(1:29) Bill's Presentation: Searching for Feynman
 
Links to additional resources mentioned in talk and used in research:
 https://www.p3.institute/searching_for_feynman_resource_links.html
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
 
 
Follow Bill:
 
https://x.com/bgurley
 
Follow the besties:
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
Follow on X:
 
https://x.com/theallinpod
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
Follow on LinkedIn:
 
https://www.linkedin.com/company/allinpod
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg

Bill Gurley: Searching for Feynman

(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA
 
(17:59) Moon base, creating new space industries, NASA's next chapter
 
(23:29) How to make Mars realistic
 
(25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space
 
(32:43) Allocating capital toward scientific discovery and deep space research
 
(35:46) Space Race 2.0: China and Russia
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
Follow Jared Isaacman:
 
https://x.com/rookisaacman
 
https://x.com/NASAAdmin
 
Follow the besties:
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
Follow on X:
 
https://x.com/theallinpod
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
Follow on LinkedIn:
 
https://www.linkedin.com/company/allinpod
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg

Jared Isaacman: A New Era for NASA and American Space Exploration

(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere"
 
(11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests
 
(17:03) How he got into investigative journalism and finding fraud
 
(23:32) Selective journalism and why Nick is a major threat to mainstream outlets
 
(27:34) What's next for Nick: Investigating welfare fraud, building his platform
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
Follow Nick Shirley:
 
https://x.com/nickshirleyy
 
https://www.youtube.com/@NickShirley
 
Follow the besties:
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
Follow on X:
 
https://x.com/theallinpod
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
Follow on LinkedIn:
 
https://www.linkedin.com/company/allinpod
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg

Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media

(0:00) Dina Powell McCormick joins The Besties!
 
(1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community
 
(11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns
 
(19:57) America's Workforce Academy, the job growth in re-industrializing America
 
(26:58) Meta's recent social media settlement, new rules for teens
 
(35:25) Meta glasses and Zuck's AI strategy
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
Follow Dina:
 
https://x.com/DinaPowellMcC
 
Follow the besties:
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
Follow on X:
 
https://x.com/theallinpod
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
Follow on LinkedIn:
 
https://www.linkedin.com/company/allinpod
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg

Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future

(0:00) Welcome Brad Gerstner!
 
(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan
 
(5:07) Can AI revenue pay for the CapEx?
 
(8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion
 
(12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
 
 
Follow the besties:
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
 
 
Follow on X: https://x.com/theallinpod
 
Follow on Instagram: https://www.instagram.com/theallinpod
 
Follow on TikTok: https://www.tiktok.com/@allin
 
Follow on LinkedIn: https://www.linkedin.com/company/allinpod
 
 
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg

Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

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: https://bit.ly/aisytplaylist 
0:00 Adena Hefets breaks down the state of the US housing market in 2022
 
16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more
 
30:08 Adena does a Bestie Intro for herself!
 
Follow Adena:
 
https://twitter.com/adenahefets
 
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

#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market

Lyt når som helst, hvor som helst

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