• All-In with Chamath, Jason, Sacks & Friedberg

  • 著者： All-In Podcast LLC
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All-In with Chamath, Jason, Sacks & Friedberg

著者： All-In Podcast LLC
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  • サマリー

  • Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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あらすじ・解説

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
リーダーシップ 経済学
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エピソード
  • Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

    Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
    2024/11/01
    (0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: https://www.youtube.com/watch?v=D4Xaqgd9-Ro Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular 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/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://fred.stlouisfed.org/series/DGS10 https://x.com/freesites_com/status/1851615700869144908 https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html https://fred.stlouisfed.org/series/FYONGDA188S https://www.commercebank.com/about-us/prime-rate-update https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926 https://x.com/DavidSacks/status/1818467743479542130 https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust https://x.com/DavidSacks/status/1850277560816681255 https://x.com/DavidSacks/status/1850979360037356001/photo/1 https://x.com/davidsacks/status/1844429818554876026 https://x.com/elonmusk/status/1851745648313602189
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    1 時間 31 分
  • Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

    Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
    2024/10/25
    (0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or has it hit market saturation? Get tickets to The All-In Holiday Spectacular: https://allin.com/events 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/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://allin.com/events https://fred.stlouisfed.org/series/DGS10 https://www.google.com/finance/quote/GCW00:COMEX https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/BTC-USD https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html https://fred.stlouisfed.org/series/A091RC1Q027SBEA https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09 https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23 https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html https://x.com/scubaryan_/status/1848072120699625968 https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid https://x.com/justintrudeau/status/1849467713711710699 https://x.com/scubaryan_/status/1848072120699625968 https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx
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    1 時間 37 分
  • Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

    Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
    2024/10/18

    (0:00) Bestie intros

    (2:01) Polls vs Prediction markets, dueling interviews, election update

    (16:06) Tesla's Robotaxi event and SpaceX's Starship catch

    (27:36) Uber reportedly looking into acquiring Expedia

    (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI

    (1:11:10) Lawfare from the California Coastal Commission

    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/@theallinpod

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575

    https://x.com/elonmusk/status/1846826782797799580

    https://x.com/collinrugg/status/1845472475322462468

    https://x.com/SawyerMerritt/status/1839424008900477354

    https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7

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

    https://companiesmarketcap.com/expedia/revenue

    https://x.com/Jason/status/1847016512583786921

    https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html

    https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html

    https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html

    https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017
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    1 時間 19 分

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