All-In
Showing 376–380 of 380 transcripts.
- 1h 39m
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
Adam Neumann, Chamath, Phil Hellmuth, Dave Friedberg, David Sacks, Jason Calacanis
Moderator Dave Friedberg publicly apologized to co-host J. Cal to address recent interpersonal friction while the quartet analyzed Adam Neumann's $350 million Flow Fundraising deal and debated the geopolitical implications of China trading oil in yuan. The panel dissected California's housing crisis, scrutinized the Inflation Reduction Act's economic mechanics and IRS enforcement strategies, and examined legal precedents surrounding the Mar-a-Lago raid. Throughout the episode, the hosts balanced professional growth with personal conflict, ultimately reaffirming their commitment to the show's continuity despite diverging views on zoning, foreign policy, and pharmaceutical pricing.
- 1h 9m
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
Trump, Chamath, Calacanis, Friedberg, David Sacks, David Priberg
The panel analyzed SoftBank's $6 trillion loss and founder Masayoshi Son's admission of delirium, while debating whether structural fund flaws or the "kingmaker" strategy destroyed portfolio unit economics. Broader market discussions identified valuation bubbles driven by excessive liquidity and ZIRP, with experts predicting a shallow technical recession as interest rate impacts materialize. The conversation concluded by examining the polarizing implications of the FBI raid on Mar-a-Lago, which panelists described as a critical test of institutional integrity that may force a binary political outcome for former President Trump.
- 1h 25m
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
Rogan, Phil Hellmuth, Biden, Friedberg, Wyden, Heinrich, Haines, Chamath Palihapitiya, David Sacks
In a panel discussion featuring Joe Rogan, Chamath Palihapitiya, and David Sacks, the hosts analyze the selective cancellation of Rogan by Spotify alongside the political implications of the Canadian Freedom Convoy and the erosion of civil liberties through warrantless CIA surveillance. The conversation further details significant advancements in nuclear fusion technology, such as JET's energy output record, while contrasting these long-term energy solutions with immediate macroeconomic pressures like rising inflation and declining consumer sentiment. Ultimately, the group argues that current government mandates and media narratives are disproportionately targeting heterodox voices and working-class concerns, warning of a widening schism between political elites and the general public.
- 1h 18m
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
Biden, Trump, Chamath, Friedberg, Jason, Sacks, David
The hosts analyze the 2020 election as a victory for centrism where Joe Biden's projected win exposes the electoral vulnerability of identity politics and the futility of Donald Trump's legal challenges. Projections suggest a divided government may stabilize markets, though the January Georgia runoffs remain a critical variable that could trigger significant volatility or policy shifts. Beyond the immediate political outcome, the discussion highlights a post-pandemic societal bifurcation, predicting an economic rotation toward cyclicals while warning that fiscal mismanagement and extreme partisanship could lead to long-term urban decay in cities like San Francisco.
- 1h 8m
E9: Trump has COVID, First debate reactions, Coinbase letter response & more
Trump, Brian Armstrong, Jack Dorsey, Dick Costolo, David Friedberg, Chamath Palihapitiya
President Trump is undergoing experimental antibody treatment at Walter Reed Medical Center following a positive SARS-CoV-2 test, a decision intended to establish a new standard of care while risking minimal political backlash if he recovers rapidly. Concurrently, the upcoming election is increasingly framed as a contest of character where Joe Biden's debate performance contrasted sharply with Trump's aggression, potentially shifting voter sentiment in key swing states. The discussion further notes Coinbase's controversial ban on workplace political debate as a symptom of broader tensions between corporate culture and societal issues, set against an economic backdrop of unprecedented capital liquidity.