Latest Interviews
Showing 61–71 of 71 transcripts.
Clear all filters- All-In Podcast1h 19m
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
McCarthy, Cruise, Jason, Chamath, Calacanis, Friedberg, Webster, Chaffetz, Abbott, Biden, Trump, Adams, David Sacks
The hosts corrected prior financial estimates for Airtable, clarifying its current valuation sits between $7 and $8 billion with approximately $500 million in ARR after consulting CEO Howie Liu. The discussion also detailed Speaker Kevin McCarthy's ousting by a bipartisan vote seeking to replace continuing resolutions with twelve individual spending bills to curb federal debt. Further segments analyzed accelerating U.S. border encounters, advocating for a return to strict asylum vetting and satellite surveillance, while contrasting the public's low risk tolerance for autonomous vehicles against their proven safety potential.
- All-In Podcast1h 34m
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
RFK Jr, Chamath, Calacanis, Friedberg, Zuck, Elon, Blinken, Biden, Rogan, Sbf, Xi, Sacks, Brad, Jason, David
Hosts at the CO2 Summit in Santa Barbara warned tech founders that the era of easy capital has ended, urging unprofitable companies to achieve efficiency or face consolidation amidst a sober market outlook. Concurrently, the discussion highlighted severe geopolitical risks, including a stalled Ukraine counter-offensive, a deepening China-Russia-Iran axis, and concerns over US industrial policy inefficiencies like the Ford EV loan. The event further examined political polarization surrounding RFK Jr. and media orthodoxy, noting a sharp decline in secondary market valuations where most unicorns now face significant write-downs.
- All-In Podcast1h 19m
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
Druck, Trump, RFK Jr., Biden, Jason, David Friedberg, Chamath Palihapitiya
Scheduled for September 10–12 at UCLA, the All In Summit 2023 convenes industry leaders and founders to discuss the rapid advancement of generative AI, including Google's Gemini and Duet AI releases, alongside critical debates on US fiscal sustainability and the 2024 presidential landscape. Key figures such as Sam Altman, Stanley Druckenmiller, and David Sacks will address regulatory proposals modeled after the IAEA, potential financial crises driven by entitlement spending, and the political implications of recent scandals. The event aims to provide a comprehensive examination of how these technological, economic, and political shifts intersect to shape the future of markets, society, and governance.
- 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.
- All-In Podcast1h 14m
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Chamath, Putin, Obama, Bill Ackman, Yamanaka, Jason, David Sacks, David Friedberg
Investors David Friedberg, Jay Hogue, Bill Gurley, and Chamath Palihapitiya analyzed current market volatility, venture capital valuation mechanics, and geopolitical risks while debating the strategic separation of long-term investing from short-term trading. The panelists contrasted the structural disincentives for marking down portfolio companies with a consensus that supply chain disruptions, rather than interest rates, currently pose the primary threat to the US economy. Looking forward, the group identified opportunities in fundamentally strong growth stocks despite sector corrections, warned against NATO expansion escalating the Ukraine conflict, and predicted a rapid resolution to global supply bottlenecks alongside a paradigm shift in biotech age reversal research.
- All-In Podcast1h 23m
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
Elon, Chamath, Calacanis, Friedberg, Jason, Stanley Druckenmiller, David Sacks
David Sacks detailed Elon Musk's culturally impactful *SNL* appearance and a viral monologue joke, while also criticizing CDC guidance on outdoor transmission and alleging political collusion with teachers' unions. Macroeconomic analysts Stanley Druckenmiller and Sacks condemned federal overstimulation and California's misallocated surpluses as drivers of inflation and labor shortages. The conversation further explored a potential "Netscape moment" for synthetic biology, highlighting breakthroughs in stem cell therapy and nitrogen-fixing microbes alongside critiques of traditional media's declining influence.
- All-In Podcast1h 22m
E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials
Chamath, Friedberg, Sacks, Jason, Dave Chappelle, Trump, Biden
David Sacks, Chamath Palihapitiya, and Jason Calacanis discussed Metro Mile's SPAC-led public listing, highlighting its pay-per-mile insurance model that leverages OBD-II data to lower costs for consumers. The panel also analyzed the rapid rollout of mRNA vaccines under Operation Warp Speed, debating the ethics of challenge trials and attributing the acceleration to deregulation and a critique of regulatory capture. Broader economic conversations covered SEC rules for gig workers, the potential of income sharing agreements for education, and the geopolitical shifts driven by energy economics that facilitated the Abraham Accords.
- 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.
- Y Combinator31 min
Building Your Board | Glenn Kelman
Glenn Kelman, Selina Tobaccowala, James Slavitt, Jeff Markowitz, Mark Singer, Emily Melton, Austin Ligon, Reed, Julie Bornstein, Bob Milad, Jason, Janie, Scott, Chris Roski
Redfin CEO Peter van de Ven transformed his company's governance by shifting board relations from adversarial to collaborative, implementing strict communication protocols and off-site retreats to foster honest dialogue and strategic alignment. To ensure operational efficiency, the firm recruited board members based on peer-scale experience and mission alignment rather than corporate prestige, resulting in employed agents who are three times more productive than industry standards. This deliberate restructuring of founder-board dynamics and executive accountability has enabled Redfin to maintain higher Net Promoter Scores while generating hundreds of millions in annual revenue.
- Y Combinator26 min
Office Hours at Startup School NY 2014
Sam Altman, Garry Tan, Ghazbeh, Chet Haasey, Cheng Yengxiu, Margaret, Jason
Three startups presented distinct early-stage ventures, with Salary Fairy leveraging 9,000 users to crowdsource salary predictions while investors recommended narrowing scope to individual employees and engineering viral growth loops. Pair Up's food waste marketplace transitioned from email pilots to a mobile app prototype after demonstrating 48% open rates, prompting advice to hyper-focus on specific neighborhoods and replace door-to-door sales with consultant partnerships. Meanwhile, the Couples Expense Splitter app pivoted from a general group tool to a niche for couples by automating credit card transaction splitting for its 40 private beta users, receiving critical guidance to prove organic traction beyond friend networks.
- Milken Institute1h 3m
Israel: The Ingenuity Society as Global Laboratory
Yosef Abramowitz, Mark Kahn, Andrew Neff, Amir Peleg, Eyal Rosner, Eugene Kandel, Steven Yeager, Amir Shachar, Yossi Levitini, Jason, Gerhard Hoffstaedter
Israeli industry leaders and government officials outlined a strategic framework positioning the nation as a global laboratory for testing solutions to scarcity-driven challenges in sectors ranging from renewable energy and agritech to water management. Key initiatives include Arava Power Company's expansion of solar infrastructure into Africa, the Alternative Fuel Initiative's push for a 60% reduction in transportation oil consumption by 2025, and Omnivore Partners' pivot toward addressing global commodity crop needs through international research stations. This ecosystem leverages military talent and public-private partnerships to overcome domestic market limitations, aiming to secure significant export markets while mitigating political risks through multilateral financial guarantees.