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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 38m

    E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health

    Jcal, Calacanis, Friedberg, Chamath Palihapitiya, David Sacks, Brad Gerstner

    In the debut episode of *All In* without host Jason Calacanis, moderators Dave Friedberg, Chamath Palihapitiya, David Sacks, and Brad Gerstner analyzed Meta's strategic launch of Threads while debating the potential for AI to shift from information retrieval to action agents. The panel further assessed a soft economic landing driven by cooling labor markets and discussed the geopolitical implications of recent Chinese balloon corrections and US immigration policy failures. Complementing these macro discussions, Gerstner outlined a specific preventative protocol for cardiovascular health, recommending coronary calcium scans for adults over 40 to mitigate heart attack risks.

  3. All-In Podcast1h 38m

    E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

    DeSantis, Calacanis, Friedberg, Chamath Palihapitiya, David Sacks, Nick

    Governor Ron DeSantis launched his presidential bid in a historic Twitter Spaces event hosted by Elon Musk and David Sacks that briefly drew over one million listeners before crashing under the weight of its massive audience. While the technical meltdown prompted traditional media outlets to frame the incident as a fiasco, the episode succeeded in showcasing DeSantis's composure and allowing voters to engage with unfiltered candidate discourse. The broadcast also featured extensive analysis of the U.S. debt ceiling crisis, Nvidia's record-breaking AI earnings, and the diverging fortunes of Silicon Valley startups during the current investment climate.

  4. All-In Podcast1h 33m

    E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

    Bob Lee, Calacanis, Friedberg, David Sacks, Chamath Palihapitiya

    Chamath Palihapitiya, David Sacks, and Jason Calacanis discuss how AutoGPT and generative AI are rapidly reshaping startup economics and media production by enabling autonomous agents to build complex software and create theatrical content with minimal capital. While all parties acknowledge risks regarding high-scale cyberattacks and the weaponization of AI, the hosts debate the necessity of immediate FDA-style regulation versus the dangers of stifling innovation and ceding ground to foreign competitors. The conversation concludes by examining the convergence of these technological shifts with immediate societal concerns, including the deterioration of public safety in San Francisco and the specific potential for AI to automate both enterprise infrastructure and criminal activities.

  5. All-In Podcast1h 34m

    E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

    Balaji, Calacanis, Chamath Palihapitiya, David Friedberg, David Sacks, Nick Carter

    A panel of financial experts and entrepreneurs critically analyzes the Federal Reserve's 25-basis point rate hike, arguing that the "middle path" fails to address the severity of the commercial real estate crisis and looming banking liquidity concerns. Key figures like Chamath Palihapitiya and Jason Sacks forecast a potential $2–3 trillion government bailout to stabilize the dollar and prevent a systemic collapse, while debating whether Bitcoin will serve as a hedge or face regulatory suppression. The discussion also covers the geopolitical fallout of a likely TikTok shutdown, the engineering breakthroughs of Relativity Space's Terran 1 launch, and warnings regarding an impending US debt ceiling default.

  6. All-In Podcast1h 37m

    E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

    Calacanis, Friedberg, David Sacks, Chamath Palihapitiya

    Moderated by Jake Calacanis, David Sacks, and their fellow panelists debate the podcast's origins while analyzing the 2024 presidential landscape, specifically evaluating the strengths of Donald Trump, Ron DeSantis, Nikki Haley, and Glenn Youngkin against a backdrop of voter concerns over fiscal responsibility. The hosts further dissect global economic tensions by critiquing the World Economic Forum, arguing for deglobalization strategies to counter China's energy and industrial dominance, and advocating for a points-based immigration system to attract high-value talent. Finally, the group addresses specific security risks posed by TikTok, the transformative potential of AI in biotech, and the legal liability surrounding the *Rust* shooting tragedy before concluding with insights into emerging aging research.

  7. All-In Podcast1h 38m

    E110: 2023 Bestie Predictions!

    Chamath, Calacanis, Friedberg, David Sacks

    David Sacks, Chamath Palihapitiya, and David Freiberg forecast major geopolitical shifts, predicting that Saudi Arabia's Mohammed bin Salman will gain global influence through a Petro-Yuan alliance while the US dollar loses its status as a risk-free asset. In the technology and business sectors, the speakers identify Relativity Space and OpenAI as top winners alongside a predicted purge of capital-intensive growth startups and a decline in Google Search usage due to AI integration. The panel also anticipates specific market corrections, including a collapse in San Francisco commercial real estate values, a surge in junk debt defaults, and significant consolidation in the gig economy and healthcare sectors.

  8. All-In Podcast1h 42m

    E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

    Calacanis, David Sacks, Chamath Palihapitiya, Friedberg

    Sam Bankman-Fried is reportedly shifting his legal defense from fraud to criminal negligence to mitigate sentencing, a strategy that risks creating a self-incriminating record while exposing the role of complicit media outlets and venture capitalists in his rise. Concurrently, the crypto and tech sectors face severe governance failures at FTX alongside a predicted contraction in SaaS metrics as customer acquisition costs soar and capital becomes scarce. In the broader technology landscape, generative AI threatens to disrupt traditional search and software models by shifting industry standards from SaaS to Models as a Service, though analysts warn of an impending startup bubble and lingering legal uncertainties regarding data ownership.

  9. All-In Podcast1h 32m

    E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

    Chamath, Calacanis, Friedberg, Jake

    Adobe finalized a $20 billion acquisition of Figma, a deal structured with a mix of cash and stock to bypass shareholder voting requirements while positioning the software giant against existential threats from cloud-native rivals and Canva. The transaction effectively doubles Figma's recent valuation and transforms Adobe's financial profile from a mature cash-flow entity into a high-growth platform, despite triggering an immediate ~18% drop in Adobe's market capitalization. Concurrently, the broader economic discussion highlighted systemic risks including FedEx's recession warnings, geopolitical food security crises driven by the war in Ukraine, and new regulatory challenges surrounding antitrust enforcement and affirmative action.

  10. All-In Podcast1h 44m

    E88: First principle politics, China chaos & outlook, state of private/public markets & more

    Chamath, Calacanis, Friedberg, David Sacks

    Peter Thiel advocates for disruptive populist candidates like JD Vance and Blake Masters to reset government orthodoxy by addressing fiscal inefficiencies and accumulated waste, such as the pork-barrel spending exemplified by the Farm Bill. While mainstream media allegedly ignores Democratic missteps including Nancy Pelosi's stock trading and the strategic delay of social issues for fundraising, the discussion highlights a significant realignment where Hispanic voters have turned against President Biden due to positions on borders and crime. Simultaneously, the panel analyzes China's economic stagnation driven by demographic collapse and autocratic policies, contrasting this with Silicon Valley's shift toward profitability in venture capital and the transformative potential of AI technologies like DALL-E 2.

  11. All-In Podcast1h 35m

    E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

    SBF, Chamath, Calacanis, Friedberg, David Sacks

    A British Virgin Islands court ordered the liquidation of Three Arrows Capital, triggering a cascade of defaults and bailouts involving Sam Bankman-Fried that exposed systemic risks in unregulated crypto markets and spurred predictions of aggressive regulatory crackdowns. Simultaneously, the acquisition of Zendesk for $10.2 billion marks a pivotal shift in the software sector where private equity investors prioritize free cash flow and profitability over the previous era of loss-led growth. On the macro and scientific front, economists forecast a prolonged recession driven by inflation and geopolitical instability, while researchers achieved a breakthrough in modeling the nuclear pore complex using AlphaFold, offering new pathways for treating severe diseases.

  12. All-In Podcast1h 52m

    E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

    Bill Hwang, Chamath, Calacanis, Elon, David Sacks, David Friedberg

    David Sacks, Chamath Palihapitiya, and other industry leaders critique opaque private equity reporting standards and exposed severe wealth destruction in Nasdaq stocks due to uncorrected private valuations and a macroeconomic contraction. The discussion further analyzes systemic risks stemming from the Archegos leverage collapse and critiques federal interventions in higher education and disinformation governance that allegedly stifle free market debate. Participants conclude that transparency in investment metrics and a return to First Amendment-based content moderation are essential for restoring market integrity and addressing broader economic vulnerabilities.

  13. All-In Podcast1h 39m

    E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

    Calacanis, Friedberg, Jason, Biden, Putin, David Sacks, Chamath Palihapitiya

    David Sacks criticized the US foreign policy establishment for its war addiction and argued for a diplomatic resolution to the Ukraine conflict that ensures a neutral Ukraine and recognizes Russian control of Crimea. The discussion further analyzed economic headwinds, including recession risks and labor shortages driven by demographic shifts, while proposing that high-skill immigration be rebranded as talent acquisition to address inflation and growth constraints. Additional topics included SEC reforms for SPACs, concerns over TikTok's data security, and the potential for global famine exacerbated by the war's impact on Ukrainian agriculture and fertilizer costs.

  14. All-In Podcast1h 32m

    E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

    Calacanis, Friedberg, Xi Jinping, Chamath Palihapitiya, David Sacks

    Hosts David Sacks, Chamath Palihapitiya, and David Friedberg debunked a "pump and dump" conspiracy surrounding Solana while analyzing a macroeconomic bubble characterized by record asset highs, 30-year inflation rates, and massive fiscal stimulus. The panel critiqued public market dysfunction by contrasting Rivian's inflated valuation against fundamental metrics and argued that structural inflation, driven by labor shortages and geopolitical risks in Taiwan, is exacerbated by the U.S. government's reliance on short-term debt. Additionally, the discussion highlighted a corporate deconglomeration trend to unlock shareholder value and described how a crypto-native "shadow economy" is forcing accelerators to evolve their fundraising models amid intense competition between Solana and Ethereum.

  15. All-In Podcast1h 30m

    E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

    Chamath, Calacanis, Friedberg, Jay Cal, David Sacks

    Hosts analyze a Microsoft accessibility introduction that drew widespread criticism for perceived virtue signaling while simultaneously debating investment spreads that favor dominant platforms like Google and Microsoft against peers facing regulatory and economic headwinds. The discussion extends to divergent venture capital approaches, contrasting David Sacks' Bird IPO distribution with permanent capital models that reinvest gains, alongside a technical breakthrough where Chinese researchers convert carbon dioxide into starch with tenfold efficiency over photosynthesis. Finally, the episode connects these technological and financial shifts to a broader political realignment, noting how recent US election results reflect a voter rejection of policy extremism in favor of economic stability and moderate governance.