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All In Podcast Episode 211 Recap and Notes January 18 2025

January 18 2024 Marc Pincus joins the show! Renting from Friedberg Presidio Trust is/manages very expensive real estate Zynga, Farmville, Tribe Invested in Friendster, Napster, Facebook, Twitter Owns original 6 degrees patents Owns half and MSFT owns the other half Red pilling for Trump Lunch with Biden, wrote big checks (Dec 2023) Pirate Wires NYT writers asked Ukrainian soldiers to remove swastikas from their garb for photos Red pill moment - learning about the “fine people” hoax Chief of Staff left him after 9 years - protecting him from himself on Twitter Started tweeting himself Connected to Techno Optimists Came out 2 days before the election publicly for Trump Differences with Reid Seemed fine with Biden at the lunch - though got vibe that his people were managing him Rumor that Biden needed a teleprompter for a speech at a lunch at Vinod’s house LA WildFire update 10 times more costly than any other wildfire in history - $12.5B was the other e...
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All In Podcast Episode 210 Recap and Notes January 10 2025

January 10 2025 Friedberg haircut Cyan Banister joins the show! Investor Was in Founders Fund SpaceX, Anduril, Uber etc Cyan, Chamath, Jason collaborated on investing show for NBC, Harvey Weinstein, etc LA fires 😟 Palisades fires Eaten fires Hurst fires Some of the most exclusive real estate burnt down! Lot of conditions caused it Low rain Crazy winds - ~100MPH Poor management also Can’t make excuses - in 2018 such a crazy fire happened then too - Sepulveda Insurance companies dropped fire coverage recently too So people knew AB 2330, AB 1951, AB 2639 - all rejected by Democrat legislature or Gov Newsom - that would have helped - even SB 103 (power lines underground) CA has accumulated 163million dead trees over the last 70-odd years Don’t even build houses to be burn proof in CA Innovative solutions like cloud seeding could have helped Trump had called this out - he has been proven right Public service orgs should not serve DEI metrics ahead of serving th...

All In Podcast Episode 209 Recap and Notes January 3 2025

  January 3 2025 Gavin Baker joins Predictions Show Super predictions go on PolyMarket All In section on PolyMarket - ex US only Skiing fun Biggest Winner Politics Chamath Jason Friedberg Gavin Biggest Winner Politics Fiscal conservatives Gen X (Elon, Rubio, etc) and Elder millenials (Vance, Vivek, Tulsi) Young candidates (avg Trump candidates’ age is 45 or so - Biden had like 60+ - so by end of 2025 younger political names will rise) Trump and centrism Biggest Political Loser Progressivism (Pierre > Trudeau, LePen > Macron, Farage > Starmer, AfD wins, etc - repudiation of class based identity politics) - Said Koch family last year and claims he got it right Racist vocal minority on both sides Pro war neocons (said Ukraine last year) Putin (European will re-arm itself so US will redeploy to Japan and South Korea so Xi Jinping will decouple from Putin) Biggest Business Winner Dollar denominated stable coins ( https://a16zcrypto.com/posts/...

All In Holiday Spectacular Dec 7 2024 Recap and Notes

All In Holiday Spectacular Dec 7 2024 Backstage and pre show prep Intro Santacanis Bestie Awards Chamath Jason Friedberg Sacks Biggest Business Winner Free speech NVidia SpaceX, Starlink, Starship Elon Biggest Business Loser Intel Apple (vision pro fell flat, new iPhone16 not good) Boeing (airline issues, starliner) Legacy Media Biggest Business Surprise GLP-1s (almost like a wonder drug) Google Long tail crypto comeback Palantir (stock up 5x, market cap passed lockheed martin) Biggest Political Winner David Sacks (seems to be a part of a great government team) Paypal Mafia (Thiel, Sacks, etc) Independent Media (changing the narrative) Trump (won White House, Senate, House, Popular Vote, overcame 2 assassination attempts) - grateful to Chamath for helping him increase Trump fund raise from $5M to $12M-$13M Biggest Political Loser Barack Obama (the image is shattered) Biden and Democratic machine (cover up of the cognitive decline) Legacy...

All In Podcast Episode 208 Recap and Notes December 20 2024

December 20 2024 Jason misses Sacks Aaron Levie joins the Pod Subbing in for Sacks Sacks Thinks he’s a strong pick for AI, doesn’t know much about crypto AI regulations Earlier AI regulations were dumb - prescribing inane requirements - would have been bad to have each state with its own regulations Benefitting from competition - would have been bad to have them meet as a council to release improvements Crypto regulation possibilities Stable coins Tether and USDC making good businesses SpaceX/Starlink leveraging stable coins If everyone agrees on this - it could help global GDP a lot - credit card companies and the like charge ~3% of fees for transfers - this could go to 0 Stable coins is a good place to start because everyone agrees on this - BTC and other more speculative projects just invite too much animated conversation Even crypto folks can’t agree on how to regulate parts of this industry DOGE kills its first bill CR was very long - ~1500 pages With al...

All In Podcast Episode 207 Recap and Notes December 13 2024

December 13 2024 Besties going skiing Keith Rabois subbing in for David Sacks Keith back at Khosla Executives become VCs by forging relationships with Board members Switched from KV to FF because of commute 🙂 KV is more early stage Input driven FF is more momentum investing Output driven Likes to help Husband Jacob Helberg - joining Trump administration - Under Secretary of State for Economic Affairs Trump appointees Amazing number of successful business people in the administration Left also has smart business people but they would never add them to the administration - they look down on successful people This is a good model - this is how the Founding Fathers also operated - this is what we want - people do their government job and go back to regular work Trump is the only modern President whose net worth dropped due to office - everyone made money He asks “why” Google’s Quantum Chip Shore’s algorithm We are 2-5 years away from QC being able to break ...

All In Podcast Episode 206 Recap and Notes December 6 2024

December 6 2024 Sacks and Chamath out - Gavin Baker and Joe Lonsdale in - for this week Sacks is the new AI and Crypto Czar Friedberg anxious about tsunami Jason at Sacks’s house Trump Bump Deregulation and simplifying the tax code will lead to a lot of growth Starting 1883 for about a 100 years we made people take tests in government - starting in 70s and 80s we removed the tests because of concerns about discrimination, etc Friedberg had highlighted debt issue 3 layers Inefficiency and lack of accountability Excessive Spending Debt that spirals Have to match China’s energy production Solar will take 50 years but it should do well - photo voltaic cost is dropping Nuclear is cheaper and cleaner overall Texas is highest solar not because they are left wing but because its faster to build stuff Crypto Paul Atkins in, Gary Gensler out for SEC Bitcoin hit $100K Crypto reduces the power of the nation state - so left wingers are against it David Marcus sharing sto...