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  1. All-In Podcast1h 36m

    E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

    Bill Gurley, Brad Gerstner, Calacanis, Friedberg, Chamath Palihapitiya, David Sacks, J. Cal

    In this All-Star Summer episode, hosts J.C. Calacanis and David Sacks discuss venture capital dynamics and career strategy with guests Brad Gerstner and Bill Gurley. The panel analyzes the post-2021 market correction, noting that Series A valuations have returned to 2019 levels while predicting a near-term distress cycle for overvalued late-stage companies. Additionally, the conversation explores investment discipline regarding AI mania, critiques of private market valuation opacity, and the accelerating global risks of climate change alongside historical performance benchmarks.

  2. All-In Podcast1h 58m

    E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

    Brad Gerstner, Chamath, Friedberg, Bill Gates, Huffman, Nat Friedman

    Chamath Palihapitiya participated in the World Series of Poker while traveling economy, finishing in the top tier of several high-stakes fields despite self-admitted tactical shortcomings. Following his poker run, Palihapitiya and Brad Gerstner discussed macroeconomic trends regarding Federal Reserve rates and tech valuations, alongside critiques of AI startup funding models that they argue mirror historical infrastructure bubbles. The conversation also examined structural shifts in internet search, regulatory barriers to startup acquisitions, and debunked misinformation surrounding genetically modified mosquitoes and sunscreen ingredients.

  3. All-In Podcast1h 39m

    #AIS: Bestie AMA with Valor's Antonio Gracias

    Antonio Gracias, Chamath, Calacanis, Friedberg, TheZachEffect, David Sacks, Glenn Greenwald, Bill Lee, Jeff Skoll, Dave Goldberg, Tony Hsieh, Chase Coleman, Brad Gerstner, Vinod Khosla, Michael Schellenberger, Andrew Yang, Elon Musk, Steve Jobs, Tim Cook, Samantha, Bobbin, Science Boy, Ted, Mike, Chris, Sarah, Joanna, Kate, Aria, Kenneth Brown III, Sonny Lampa, Prem, Phil Deutsch, Jan, Matthew, Elizabeth Holmes

    Antonio García Martínez and his investment partners argue that American manufacturing resilience depends on prioritizing Return on Invested Capital over revenue multiples, citing Tesla's operational necessity for onshoring as a counter to the short-term cost-cutting that drove industrial decline. This philosophy, forged through high-stakes poker networks and tested by a 2008 existential bet on Tesla and SpaceX, drives their current advocacy for a neutral energy policy and a macroeconomic outlook anticipating a brief recession followed by a capital market reset to pre-2020 valuation norms. By rejecting commoditized hardware markets and financial engineering in favor of high-barrier innovations, the group predicts a mini-retooling era where biomanufacturing and in-person collaboration define the next cycle of value creation.

  4. All-In Podcast1h 49m

    E83: Market slide continues, and how to address Uvalde

    Brad Gerstner, Sacks, Calacanis, Friedberg, TheZachEffect, Jason, Chamath Palihapitiya

    The 2022 All In Summit assembled founders, investors, and podcast personalities like Chamath Palihapitiya and Jason Calacanis for an unscripted gathering marked by significant COVID-19 transmission and a high-profile confrontation between Calacanis and Palmer Luckey. Beyond its operational challenges, the event delivered stark market insights as leaders warned of a prolonged bear market, redefined startup viability around cash flow, and criticized the shift toward strict corporate governance. The summit also featured a consensus-driven segment on gun policy following the Uvalde tragedy, where panelists advocated for "Red Flag Laws" and technology-facilitated early warning systems to address the specific demographic profiles of mass shooters.

  5. All-In Podcast1h 36m

    E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

    Brad Gerstner, Friedberg, Zelenskyy, Putin, Biden, Zakaria, David Sacks

    Brad Gershner, Chamath Palihapitiya, and David Sacks analyze the transition from the 2020–2021 bull market to a normalization phase driven by rising real rates, predicting 50–60% mispricing in late-stage venture valuations and widespread down-round IPOs. The panel introduces the "burn multiple" as a critical governance metric to enforce capital efficiency, while simultaneously warning that geopolitical strategies in Ukraine and a potential US-China recession could exacerbate the upcoming economic downturn. These macroeconomic shifts and valuation corrections are contextualized alongside the upcoming All-In Summit in Miami, where confirmed speakers will address the necessity of stripping away speculative excesses to rebuild resilient business models.

  6. All-In Podcast3h 0m

    E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!

    Phil Hellmuth, Bill Gurley, Brad Gerstner, Chamath, Michael Newman, Jon Cohen, Pete Buttigieg, Joe Biden, Jason Calacanis, David Friedberg, David Sacks

    Financial markets rallied and betting odds flipped violently as Donald Trump secured critical victories in Florida, Ohio, and Pennsylvania, driven by voter backlash against COVID-19 lockdowns and unexpected demographic shifts. While major media networks initially misjudged the election dynamics, the results projected a "soft landing" scenario where a potential Biden presidency coincides with a Republican Senate to ensure government gridlock and fiscal stability. Key swing states like Michigan, Wisconsin, and Arizona remain statistically tight, creating uncertainty over whether a clear winner will be declared or if a contested election will extend into early December.