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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) 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

(0:00) VP JD Vance joins The Besties!
 
(1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud
 
(9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity
 
(16:23) H-1B abuse and the massive $1T+ of fraud in federal spending
 
(21:48) Relationship with Israel, rational foreign policy
 
(25:19) JD Vance's midterms message
 
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 Vice President Vance:
 https://x.com/JDVance
 
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

JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

(0:00) Satya Nadella joins The Besties!
 
(0:55) Dario's blog, "pacing the frontier," common sense AI safety
 
(6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products?
 
(14:22) Economic incentives for frontier lab doomerism, where the AI profits are
 
(22:45) Microsoft's master plan for AI, how they are allocating capital
 
(31:00) China's slow down, changing AI perception, data center benefits
 
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 Satya:
 
https://x.com/satyanadella
 
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

Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

Follow @chamath: https://twitter.com/chamath
 
Follow @jason: https://twitter.com/Jason
 

 https://linktr.ee/calacanis
 
0:01 Jason & Chamath intro David Sacks & David Friedberg
 

 1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm
 

 8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus
 

 12:41 Sacks on 3 major data-driven discoveries about the virus
 

 15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus
 

 19:32 Getting back to work
 

 21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like
 

 28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war
 

 34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks
 

 37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work
 

 41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people
 

 45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats
 

 49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues
 

 53:46 Sacks on US/China relationship, how US can penalize China
 

 59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions

All-In Podcast, LLC

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & 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

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