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  1. All-In Podcast1h 39m

    E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen

    Rogan, Putin, Ryan Petersen, Xi Jinping, David Sacks, Chamath Palihapitiya, David Friedberg

    In a discussion featuring Flexport's Ryan Peterson, experts analyze global supply chain fractures driven by infrastructure decay, labor inefficiencies, and regulatory bottlenecks that have extended transit times from 50 to 115 days while forcing major corporations to vertically integrate against smaller competitors. The analysis further details how Meta's strategic pivot to the metaverse has destabilized its stock amidst privacy regulation and TikTok competition, while antitrust scrutiny shifts toward Amazon and speech policies as geopolitical tensions solidify a Sino-Russian alliance. Ultimately, the speakers warn of looming inventory gluts and revenue lags in the short term, arguing that US policy must urgently prioritize semiconductor security and port modernization to counter these systemic vulnerabilities.

  2. All-In Podcast1h 22m

    E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

    Calacanis, Friedberg, Chamath Palihapitiya, David Sacks, Jay Cal

    In a candid discussion featuring Jason Calacanis, David Sacks, Chamath Palihapitiya, and Ben Freeberg, participants detailed a COVID-19 superspreading event at Sax's party while debating the biological and geopolitical winners and losers of the 2022 landscape. The group forecasted political shifts including Ron DeSantis's re-election and Vladimir Putin's strategic gains, alongside economic predictions favoring small businesses, biotech innovation, and battery metals over traditional payment processors like Visa. Beyond these macro trends, the conversation extended to intense ethical debates regarding animal agriculture, media narrative shifts, and specific industry disruptions such as the potential rise of decentralized finance.

  3. All-In Podcast1h 29m

    Balaji Srinivasan: role of decentralization, China/US breakdown & more

    Balaji Srinivasan, Calacanis, Friedberg, Chamath Palihapitiya, David Sacks

    In episode 48 of the *All In Podcast*, Chamath Palihapitiya, David Sacks, David Friedberg, and guest Balaji Srinivasan analyze the geopolitical clash between China's centralized model and the West's potential for decentralized defense through blockchain. The panel argues that emerging technologies like immutable ledgers must replace corporate journalism and centralized social platforms to ensure truth verification and protect individual liberties against state overreach. They conclude that while the US cannot match China's military strength, it can develop asymmetric advantages by fostering a regulatory environment that accelerates the adoption of decentralized finance and social networks.

  4. All-In Podcast1h 24m

    E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

    Rogan, Elizabeth Holmes, Chamath Palihapitiya, David Sacks

    The All-in podcast team discusses the private beta launch of their social audio app Callan, which attracted 10,000 users in its first week, while announcing plans to record their first in-person episode at the TPB Symposium. The hosts analyze the Elizabeth Holmes trial as a symptom of Silicon Valley's lack of diligence and debate the implications of China's video game restrictions and Texas' novel abortion enforcement law. Additionally, the discussion covers Apple's concessions to external subscription links, the escalating climate crisis threatening California's insurance market, and emerging data on vaccine transmission rates during the Delta variant outbreak.

  5. All-In Podcast1h 36m

    E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more

    Calacanis, Friedberg, Bezos, Buffett, Chamath Palihapitiya

    On the Monday of the FDA approval of Biogen's Aducanumab, three advisory panel members resigned unanimously against the decision as the panel discussed the drug's modest efficacy, its $55,000 annual price point, and the structural incentives for physician prescribing. Concurrently, the discourse expanded to include Jeff Bezos's July 2021 suborbital flight plan, the strategic implications of private space dominance against geopolitical rivals, and the divergent remote work mandates adopted by major tech corporations. Finally, the dialogue examined the socioeconomic fallout from leaked IRS data revealing billionaires paying zero federal income tax, the cultural toxicity observed at the Bitcoin Miami conference, and the proposed need for policy reforms to address housing, healthcare, and education.

  6. All-In Podcast50 min

    E22: Robinhood CEO Vlad Tenev breaks down the GameStop situation

    Vlad Tenev, Calacanis, Friedberg, Jason, Chamath Palihapitiya, Jay Cal

    Robinhood CEO Vlad Tenev appeared on the All-In podcast to explain the GameStop trading halt as a regulatory mandate from the DTCC necessitated by the firm's internal clearing model rather than a liquidity crisis. While detailing his strategy to raise $3.4 billion in capital and address structural flaws like the T+2 settlement cycle, Tenev clarified that the company's $65 million SEC penalty stemmed from Payment for Order Flow practices rather than gamification. Hosts subsequently debated Robinhood's future, with David Friedberg arguing the platform must choose between an investing or trading business model to survive volatility, while David Sax critiqued the company's delayed transparency regarding the regulatory order.

  7. All-In Podcast1h 26m

    E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

    David Sacks, Jason, Friedberg, Chamath Palihapitiya

    Hosts analyzed the January 2021 GameStop short squeeze, detailing how Reddit users, Michael Burry, and Ryan Cohen pressured institutional shorts while Robinhood's trading restrictions sparked accusations of market manipulation. The discussion highlighted systemic flaws in clearing mechanisms and payment-for-order-flow models, contrasting the collective power of retail investors with risks of mob behavior and centralized censorship. Additionally, the conversation addressed Chamath Palihapitiya's California recall campaign for Governor Gavin Newsom, framing both financial and political movements as challenges to entrenched elite control.

  8. All-In Podcast1h 23m

    E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more

    David Sacks, Friedberg, Gavin Newsom, Kim Kardashian, Chamath Palihapitiya

    A panel of political and economic analysts collectively blames Donald Trump for inciting the Capitol storming through his dissemination of election falsehoods, while debating the strategic merits of his legal prosecution versus bipartisan reconciliation. The discussion further examines the Republican Party's realignment following the Georgia runoffs, the urgent need to restructure the vaccine rollout using military-style centralization, and the societal dangers posed by activist district attorneys and escalating tribalism. Ultimately, the hosts predict a period of initial stability in 2021 before potential chaos, suggesting that Joe Biden's centric leadership may help de-escalate partisan warfare while Trump's political influence diminishes.

  9. All-In Podcast11 min

    SPAC talk with Chamath Palihapitiya, David Friedberg, David Sacks & Jason Calacanis | from Episode 7

    Chamath Palihapitiya, David Friedberg, David Sacks, Jason Calacanis

    Chamath Palihapitiya positions Special Purpose Acquisition Companies as "IPO 2.0," offering founders certainty on valuation and proceeds while bypassing the underpricing risks of traditional investment bank roadshows. This strategy addresses a shrinking supply of public listings by enabling high-growth SaaS firms to target public markets earlier, specifically around a $50 million revenue run rate. Although the SPAC ecosystem now includes prominent figures like Bill Ackman and Reid Hoffman, Palihapitiya warns that success requires deep operational insight rather than mere financial arbitrage.

  10. All-In Podcast1h 19m

    E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg

    David Sacks, David Friedberg, Jason, Zuckerberg, Peter Thiel, John Bolton, Trump, Biden, Chamath Palihapitiya

    Chamath Palihapitiya, David Sachs, and David Friedberg analyze divergent pandemic safety strategies and the politicization of mask mandates while debating the efficacy of surveillance technology and the necessity of lockdowns. The group further critiques law enforcement militarization, the dynamics of cancel culture, and the free speech challenges posed by Big Tech's content moderation policies. Finally, they offer conflicting projections on the 2020 presidential election, weighing the impact of pandemic management, economic recovery, and potential vice-presidential selections on the likelihood of a Trump or Biden victory.

  11. All-In Podcast1h 7m

    E3: Modern Cold War, politicizing the pandemic & more with David Sacks & David Friedberg

    David Sacks, David Friedberg, Jason Calacanis, Chamath Palihapitiya

    Podcast hosts Jason Calacanis and Chamath Palihapitiya lead a roundtable with guests David Sacks and David Friedberg to analyze pandemic data, economic forecasts, and geopolitical shifts. The group agrees that the infection fatality rate is significantly lower than initially reported and warns of a prolonged two-to-three-year economic recovery marked by a divergence between tech and real sectors. They further predict that widespread mask adoption will allow economies to reopen while discussing the potential for decoupling from China and a long-term decline in San Francisco's prominence due to remote work trends.