Andrew Ross Sorkin
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- All-In Podcast51 min
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
Andrew Ross Sorkin, Chamath, Friedberg
Author Andrew Ross Sorkin leverages extensive primary source research to recount the 1929 stock market crash through character-driven narratives involving key figures like Charles Mitchell and Carter Glass, emphasizing structural drivers such as consumer credit expansion and regulatory voids. The discussion draws explicit parallels between the speculative mania of the 1920s and contemporary markets, analyzing modern risks including circular AI investments, regulatory stagnation in private credit, and US economic dependence on tech giants. Sorkin concludes that while current leverage differs in scale, the underlying social contagion and political inertia regarding fiscal sustainability suggest a fragile environment where true productivity gains from artificial intelligence remain uncertain.
- All-In Podcast1h 30m
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Trump, Bessent, Elon, Andrew Ross Sorkin, Chamath, Jason, Friedberg
A panel of experts analyzes global market dynamics, noting that recent rallies stem from trade deal expectations rather than Federal Reserve support, while highlighting strategic tensions over China's control of rare earths and its lead in thorium energy research. The discussion extends to foreign policy, where participants advocate for accepting the Istanbul Deal to end the Ukraine war and criticizing the moralistic approach to nation-building. Finally, the group evaluates corporate strategies for Alphabet and Tesla, the fiscal hurdles facing the Department of Government Efficiency, and the regulatory complexities surrounding Nvidia's global supply chain.
- All-In Podcast1h 37m
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Calacanis, Friedberg, Lina Khan, Kara Swisher, Andrew Ross Sorkin, Sen. Dianne Feinstein, Sen. Alex Padilla, Bill Ackman, Gavin Baker, Jonathan Chait, Chamath Palihapitiya, David Sacks
Chamath Palihapitiya and David Sacks navigated intense scrutiny regarding Uyghur human rights while debating the dangers of cancel culture and the complexities of China-U.S. geopolitics. The hosts further dissected the FTC's shifting antitrust standards following Microsoft's $68 billion Activision acquisition, analyzed the macroeconomic risks of a potential recession alongside Netflix's valuation challenges, and scrutinized newly released emails suggesting the NIH suppressed lab leak theories early in the pandemic. The conversation concluded with insights into decentralized manufacturing via Jamie Friedberg's new Canna startup and a broader call for independent journalism to navigate an increasingly polarized information landscape.