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All-In with Chamath, Jason, Sacks & Friedberg

Jan 31, 2025

(0:00) The Besties intro Travis Kalanick!

(2:11) Travis breaks down the future of food and the state of CloudKitchens

(13:34) Sacks breaks in!

(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry

(50:14) US vs China in AI, the Singapore backdoor

(1:01:51) OpenAI...


Jan 28, 2025

(0:00) Ray Dalio joins Friedberg!

(0:50) The current US fiscal situation

(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth

(24:54) USD vs other currencies and assets, best hedges against the dollar

(33:20) Portfolio construction, how China increases risk for US AI...


Jan 25, 2025

(0:00) The Besties intro Thomas Laffont!

(6:22) Behind the scenes: Inauguration Weekend recap!

(15:58) Biggest takeaways from DC during the Inauguration

(31:38) Trump Executive Action breakdown

(33:39) TikTok's grace period extended, valuing the business, US new equity strategy?

(57:01) Jan 6th pardons, birthright...


Jan 20, 2025

(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip

(33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more

(1:08:01) California Rep. Ro Khanna on reforming the...


Jan 19, 2025

(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag

(2:21) Texas vs. California: how to approach building and entrepreneurship

(10:25) Thoughts on immigration, serving in the Senate, over-politicization

(16:55) How to create a bipartisan consensus on immigration, increasing prosperity...