{ "generatedAt": "2026-09-02T18:24:01.396Z", "corpus": { "claimedByArchive": 406, "availableEpisodes": 406, "words": 5813291, "start": "2020-03-15", "end": "2026-08-29", "months": 76, "recentCutoff": "2025-09-01", "recentEpisodes": 132, "historicalEpisodes": 274 }, "topics": [ { "id": "ai", "name": "AI power & infrastructure", "short": "AI frontier", "color": "#d7ff43", "terms": [ "AI", "artificial intelligence", "OpenAI", "Anthropic", "xAI", "Grok", "Nvidia", "GPU", "compute", "datacenter", "data center", "frontier model", "open source", "AGI", "inference", "SaaS", "agent", "robot" ], "plainEnglish": "The argument is no longer only about smarter models. It is about who controls chips, energy, data, distribution and the enormous financing stack underneath them.", "watchFor": "Listen for the tension between AI abundance and an AI capex bubble, and whether open or closed models win the distribution race.", "episodeCount": 182, "recentCount": 91, "historicalCount": 91, "recentShare": 69, "historicalShare": 33, "lift": 36, "keyTerms": [ "AI", "artificial intelligence", "OpenAI", "Anthropic", "xAI", "Grok", "Nvidia" ], "representativeEpisodes": [ { "title": "Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos", "date": "2026-01-21", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746115714" }, { "title": "Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback", "date": "2026-08-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783368405" }, { "title": "OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute", "date": "2026-06-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000770794236" } ] }, { "id": "markets", "name": "Markets, capital & the debt cycle", "short": "Markets & capital", "color": "#ff8a65", "terms": [ "market", "stock", "IPO", "valuation", "liquidity", "capital", "debt", "deficit", "bond", "Treasury", "inflation", "Fed", "interest rate", "yield", "dollar", "fund", "private market", "crypto", "bitcoin", "stablecoin" ], "plainEnglish": "Nearly every technology thesis eventually becomes a capital-markets thesis: who funds it, at what valuation, and what happens if rates, inflation or public debt tighten the system.", "watchFor": "Separate company fundamentals from liquidity effects. Episodes often debate whether a boom reflects durable cash flow or cheap, crowded capital.", "episodeCount": 187, "recentCount": 47, "historicalCount": 140, "recentShare": 36, "historicalShare": 51, "lift": -15, "keyTerms": [ "market", "stock", "IPO", "valuation", "liquidity", "capital", "debt" ], "representativeEpisodes": [ { "title": "Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money", "date": "2025-09-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000727376153" }, { "title": "The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025", "date": "2025-09-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725661367" }, { "title": "Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries", "date": "2026-06-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771572832" } ] }, { "id": "world", "name": "Geopolitics, trade & defense", "short": "World order", "color": "#77a9ff", "terms": [ "China", "Taiwan", "Iran", "Israel", "Russia", "Ukraine", "war", "military", "defense", "Pentagon", "NATO", "tariff", "trade war", "critical minerals", "autonomous weapon", "drone", "Europe", "global competition" ], "plainEnglish": "Technology, industrial capacity and national security are treated as one system. China is the recurring benchmark; energy, chips, minerals and autonomous defense are the leverage points.", "watchFor": "Notice when economic policy becomes security policy, especially around tariffs, export controls, supply chains and domestic manufacturing.", "episodeCount": 132, "recentCount": 49, "historicalCount": 83, "recentShare": 37, "historicalShare": 30, "lift": 7, "keyTerms": [ "China", "Taiwan", "Iran", "Israel", "Russia", "Ukraine", "war" ], "representativeEpisodes": [ { "title": "Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael", "date": "2026-03-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000753534584" }, { "title": "The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War", "date": "2026-04-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000759805765" }, { "title": "Graham Allison on the Global Realignment: Iran, China, Israel, Greenland", "date": "2026-03-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000754101449" } ] }, { "id": "policy", "name": "Power, institutions & elections", "short": "Power & policy", "color": "#f6c85f", "terms": [ "Trump", "Biden", "Democrat", "Republican", "election", "Congress", "government", "regulation", "executive order", "Supreme Court", "California", "DOGE", "immigration", "tax", "DSA", "Mamdani" ], "plainEnglish": "The show reads policy through incentives and institutional competence: who can execute, which rules distort markets, and whether parties can build a durable governing coalition.", "watchFor": "Expect disagreements over executive power, regulation and the line between fixing broken institutions and weakening necessary checks.", "episodeCount": 194, "recentCount": 51, "historicalCount": 143, "recentShare": 39, "historicalShare": 52, "lift": -13, "keyTerms": [ "Trump", "Biden", "Democrat", "Republican", "election", "Congress", "government" ], "representativeEpisodes": [ { "title": "Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028", "date": "2025-10-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000734261935" }, { "title": "Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats", "date": "2026-08-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783055255" }, { "title": "CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win", "date": "2026-04-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000764517513" } ] }, { "id": "science", "name": "Science, energy & abundance", "short": "Science & abundance", "color": "#52d6a8", "terms": [ "science", "research", "FDA", "NIH", "health", "cancer", "drug", "biotech", "energy", "nuclear", "fusion", "climate", "quantum", "physics", "university", "peer review", "robotics" ], "plainEnglish": "Science Corner has expanded into a larger question: can the US still turn research into cheaper energy, better health and industrial abundance, or have its institutions become too cautious?", "watchFor": "Listen for “permission to build”: faster approvals, funding people over process, and using AI to compress discovery timelines.", "episodeCount": 87, "recentCount": 24, "historicalCount": 63, "recentShare": 18, "historicalShare": 23, "lift": -5, "keyTerms": [ "science", "research", "FDA", "NIH", "health", "cancer", "drug" ], "representativeEpisodes": [ { "title": "Nobel Prize in Physics Winner: John Martinis on the State of Quantum", "date": "2025-10-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733734252" }, { "title": "Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025", "date": "2025-09-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725612687" }, { "title": "Supercharging a New FDA: Marty Makary on Science, Power & Patients", "date": "2026-01-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000745336201" } ] }, { "id": "society", "name": "Work, culture & social contracts", "short": "Work & society", "color": "#d3a6ff", "terms": [ "job", "labor", "automation", "wealth tax", "education", "college", "university", "housing", "homeless", "media", "free speech", "DEI", "socialism", "immigration", "middle class", "creator", "culture" ], "plainEnglish": "The human question underneath the technology: who benefits, which jobs survive, what legitimacy institutions retain, and how status or culture shape political reactions.", "watchFor": "Distinguish short-term task automation from long-term labor-market redesign. Episodes often move between both time horizons quickly.", "episodeCount": 94, "recentCount": 25, "historicalCount": 69, "recentShare": 19, "historicalShare": 25, "lift": -6, "keyTerms": [ "job", "labor", "automation", "wealth tax", "education", "college", "university" ], "representativeEpisodes": [ { "title": "Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028", "date": "2025-10-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000734261935" }, { "title": "Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats", "date": "2026-08-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783055255" }, { "title": "Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism", "date": "2026-01-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000744929799" } ] } ], "trends": [ { "id": "china", "name": "China as the system benchmark", "category": "world", "terms": [ "China", "Chinese", "Taiwan", "CCP", "DeepSeek", "critical minerals", "export control", "industrial capacity" ], "summary": "China recurs as the comparison for AI, robotics, manufacturing, minerals, energy and military readiness.", "tension": "Compete through openness and markets, or coordinated national industrial policy?", "why": "China is the thread connecting technology, trade, defense and domestic capacity.", "domain": "World order", "episodeCount": 85, "mentions": 4981, "recent": 37, "historical": 48, "recentShare": 28, "historicalShare": 18, "lift": 10, "monthly": [ { "month": "2020-03", "total": 2, "count": 1 }, { "month": "2020-04", "total": 1, "count": 0 }, { "month": "2020-06", "total": 1, "count": 0 }, { "month": "2020-07", "total": 2, "count": 1 }, { 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"total": 4, "count": 0 }, { "month": "2024-03", "total": 5, "count": 0 }, { "month": "2024-04", "total": 4, "count": 1 }, { "month": "2024-05", "total": 5, "count": 0 }, { "month": "2024-06", "total": 4, "count": 1 }, { "month": "2024-07", "total": 5, "count": 1 }, { "month": "2024-08", "total": 5, "count": 0 }, { "month": "2024-09", "total": 3, "count": 0 }, { "month": "2024-10", "total": 7, "count": 2 }, { "month": "2024-11", "total": 4, "count": 0 }, { "month": "2024-12", "total": 3, "count": 1 }, { "month": "2025-01", "total": 8, "count": 2 }, { "month": "2025-02", "total": 3, "count": 0 }, { "month": "2025-03", "total": 7, "count": 2 }, { "month": "2025-04", "total": 5, "count": 3 }, { "month": "2025-05", "total": 11, "count": 2 }, { "month": "2025-06", "total": 6, "count": 2 }, { "month": "2025-07", "total": 8, "count": 1 }, { "month": "2025-08", "total": 6, "count": 2 }, { "month": "2025-09", "total": 20, "count": 7 }, { "month": "2025-10", "total": 19, "count": 6 }, { "month": "2025-11", "total": 7, "count": 2 }, { "month": "2025-12", "total": 6, "count": 1 }, { "month": "2026-01", "total": 13, "count": 3 }, { "month": "2026-02", "total": 5, "count": 1 }, { "month": "2026-03", "total": 13, "count": 3 }, { "month": "2026-04", "total": 7, "count": 1 }, { "month": "2026-05", "total": 7, "count": 1 }, { "month": "2026-06", "total": 16, "count": 2 }, { "month": "2026-07", "total": 10, "count": 5 }, { "month": "2026-08", "total": 9, "count": 5 } ], "representativeEpisodes": [ { "title": "Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact", "date": "2025-10-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000730785066" }, { "title": "Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis", "date": "2025-10-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000732378933" }, { "title": "More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts", "date": "2026-07-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000776336539" }, { "title": "Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships", "date": "2026-08-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000780158954" } ], "historicalReference": [ { "title": "All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen", "date": "2022-05-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000563433618" } ] }, { "id": "model-wars", "name": "Model wars: open, closed and sovereign", "category": "ai", "terms": [ "open source", "open weights", "frontier model", "Anthropic", "OpenAI", "xAI", "Grok", "DeepSeek", "AI sovereignty", "sovereign 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0 }, { "month": "2021-03", "total": 4, "count": 0 }, { "month": "2021-04", "total": 3, "count": 0 }, { "month": "2021-05", "total": 4, "count": 0 }, { "month": "2021-06", "total": 3, "count": 0 }, { "month": "2021-07", "total": 5, "count": 0 }, { "month": "2021-08", "total": 2, "count": 0 }, { "month": "2021-09", "total": 4, "count": 0 }, { "month": "2021-10", "total": 5, "count": 0 }, { "month": "2021-11", "total": 3, "count": 0 }, { "month": "2021-12", "total": 5, "count": 0 }, { "month": "2022-01", "total": 4, "count": 0 }, { "month": "2022-02", "total": 4, "count": 0 }, { "month": "2022-03", "total": 3, "count": 0 }, { "month": "2022-04", "total": 6, "count": 0 }, { "month": "2022-05", "total": 12, "count": 0 }, { "month": "2022-06", "total": 6, "count": 0 }, { "month": "2022-07", "total": 4, "count": 0 }, { "month": "2022-08", "total": 4, "count": 0 }, { "month": "2022-09", "total": 4, "count": 0 }, { "month": "2022-10", "total": 5, "count": 0 }, { "month": "2022-11", "total": 2, 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"total": 5, "count": 1 }, { "month": "2024-09", "total": 3, "count": 1 }, { "month": "2024-10", "total": 7, "count": 1 }, { "month": "2024-11", "total": 4, "count": 0 }, { "month": "2024-12", "total": 3, "count": 2 }, { "month": "2025-01", "total": 8, "count": 2 }, { "month": "2025-02", "total": 3, "count": 1 }, { "month": "2025-03", "total": 7, "count": 1 }, { "month": "2025-04", "total": 5, "count": 0 }, { "month": "2025-05", "total": 11, "count": 2 }, { "month": "2025-06", "total": 6, "count": 1 }, { "month": "2025-07", "total": 8, "count": 1 }, { "month": "2025-08", "total": 6, "count": 2 }, { "month": "2025-09", "total": 20, "count": 2 }, { "month": "2025-10", "total": 19, "count": 3 }, { "month": "2025-11", "total": 7, "count": 1 }, { "month": "2025-12", "total": 6, "count": 1 }, { "month": "2026-01", "total": 13, "count": 2 }, { "month": "2026-02", "total": 5, "count": 1 }, { "month": "2026-03", "total": 13, "count": 3 }, { "month": "2026-04", "total": 7, "count": 3 }, { "month": "2026-05", "total": 7, "count": 4 }, { "month": "2026-06", "total": 16, "count": 6 }, { "month": "2026-07", "total": 10, "count": 5 }, { "month": "2026-08", "total": 9, "count": 2 } ], "representativeEpisodes": [ { "title": "The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?", "date": "2026-07-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000778249497" }, { "title": "OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute", "date": "2026-06-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000770794236" }, { "title": "More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts", "date": "2026-07-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000776336539" }, { "title": "Microsoft CEO 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"count": 1 }, { "month": "2026-03", "total": 13, "count": 2 }, { "month": "2026-04", "total": 7, "count": 1 }, { "month": "2026-05", "total": 7, "count": 0 }, { "month": "2026-06", "total": 16, "count": 0 }, { "month": "2026-07", "total": 10, "count": 0 }, { "month": "2026-08", "total": 9, "count": 0 } ], "representativeEpisodes": [ { "title": "Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money", "date": "2025-09-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000727376153" }, { "title": "CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder", "date": "2026-02-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000749071799" }, { "title": "Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!", "date": "2026-01-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746374540" }, { "title": "Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets", "date": "2026-03-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000754731315" } ], "historicalReference": [ { "title": "Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more", "date": "2021-10-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000538031954" } ] }, { "id": "debt", "name": "Debt moves from backdrop to constraint", "category": "markets", "terms": [ "national debt", "debt crisis", "deficit", "Treasury", "bond market", "bond vigilante", "fiscal dominance", "interest expense", "yield curve" ], "summary": "Federal debt and long rates increasingly appear as constraints on growth policy, valuations and geopolitical freedom of action.", "tension": "Can productivity growth outrun the fiscal path, or will bond markets force adjustment first?", "why": "It is the macro question underneath AI spending, tariffs, tax cuts and state capacity.", "domain": "Markets & capital", "episodeCount": 19, "mentions": 899, "recent": 4, "historical": 15, "recentShare": 3, "historicalShare": 5, "lift": -2, "monthly": [ { "month": "2020-03", "total": 2, "count": 0 }, { "month": "2020-04", "total": 1, "count": 0 }, { "month": "2020-06", "total": 1, "count": 0 }, { "month": "2020-07", "total": 2, "count": 0 }, { "month": "2020-09", "total": 2, "count": 0 }, { "month": "2020-10", "total": 2, "count": 0 }, { "month": "2020-11", "total": 2, "count": 0 }, { "month": "2020-12", "total": 2, "count": 0 }, { "month": "2021-01", "total": 4, "count": 0 }, { "month": "2021-02", "total": 4, "count": 0 }, { "month": "2021-03", "total": 4, "count": 0 }, { "month": "2021-04", "total": 3, "count": 0 }, { "month": "2021-05", "total": 4, "count": 0 }, { "month": "2021-06", "total": 3, "count": 0 }, { "month": "2021-07", "total": 5, "count": 0 }, { "month": "2021-08", "total": 2, "count": 0 }, { "month": "2021-09", "total": 4, "count": 0 }, { "month": "2021-10", "total": 5, "count": 0 }, { "month": "2021-11", "total": 3, "count": 0 }, { "month": "2021-12", "total": 5, "count": 1 }, { "month": "2022-01", "total": 4, "count": 0 }, { "month": "2022-02", "total": 4, "count": 0 }, { "month": "2022-03", "total": 3, "count": 0 }, { "month": "2022-04", "total": 6, "count": 1 }, { "month": "2022-05", "total": 12, "count": 0 }, { "month": "2022-06", "total": 6, "count": 0 }, { "month": "2022-07", "total": 4, "count": 0 }, { "month": "2022-08", "total": 4, "count": 0 }, { "month": "2022-09", "total": 4, "count": 0 }, { "month": "2022-10", "total": 5, "count": 0 }, { "month": "2022-11", "total": 2, "count": 0 }, { "month": "2022-12", "total": 4, "count": 0 }, { "month": "2023-01", "total": 4, "count": 0 }, { "month": "2023-02", "total": 3, "count": 0 }, { "month": "2023-03", "total": 5, "count": 0 }, { "month": "2023-04", "total": 4, "count": 0 }, { "month": "2023-05", "total": 4, "count": 0 }, { "month": "2023-06", "total": 4, "count": 0 }, { "month": "2023-07", "total": 5, "count": 0 }, { "month": "2023-08", "total": 4, "count": 0 }, { "month": "2023-09", "total": 4, "count": 1 }, { "month": "2023-10", "total": 4, "count": 0 }, { "month": "2023-11", "total": 3, "count": 0 }, { "month": "2023-12", "total": 5, "count": 0 }, { "month": "2024-01", "total": 4, "count": 0 }, { "month": "2024-02", "total": 4, "count": 0 }, { "month": "2024-03", "total": 5, "count": 0 }, { "month": "2024-04", "total": 4, "count": 0 }, { "month": "2024-05", "total": 5, "count": 0 }, { "month": "2024-06", "total": 4, "count": 0 }, { "month": "2024-07", "total": 5, "count": 0 }, { "month": "2024-08", "total": 5, "count": 0 }, { "month": "2024-09", "total": 3, "count": 0 }, { "month": "2024-10", "total": 7, "count": 2 }, { "month": "2024-11", "total": 4, "count": 0 }, { "month": "2024-12", "total": 3, "count": 0 }, { "month": "2025-01", "total": 8, "count": 1 }, { "month": "2025-02", "total": 3, "count": 0 }, { "month": "2025-03", "total": 7, "count": 3 }, { "month": "2025-04", "total": 5, "count": 0 }, { "month": "2025-05", "total": 11, "count": 3 }, { "month": "2025-06", "total": 6, "count": 0 }, { "month": "2025-07", "total": 8, "count": 2 }, { "month": "2025-08", "total": 6, "count": 1 }, { "month": "2025-09", "total": 20, "count": 0 }, { "month": "2025-10", "total": 19, "count": 0 }, { "month": "2025-11", "total": 7, "count": 0 }, { "month": "2025-12", "total": 6, "count": 0 }, { "month": "2026-01", "total": 13, "count": 0 }, { "month": "2026-02", "total": 5, "count": 0 }, { "month": "2026-03", "total": 13, "count": 2 }, { "month": "2026-04", "total": 7, "count": 0 }, { "month": "2026-05", "total": 7, "count": 0 }, { "month": "2026-06", "total": 16, "count": 0 }, { "month": "2026-07", "total": 10, "count": 0 }, { "month": "2026-08", "total": 9, "count": 2 } ], "representativeEpisodes": [ { "title": "Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine", "date": "2026-08-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000786595474" }, { "title": "Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome", "date": "2026-03-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000752859930" }, { "title": "Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats", "date": "2026-08-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783055255" }, { "title": "Graham Allison on the Global Realignment: Iran, China, Israel, Greenland", "date": "2026-03-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000754101449" } ], "historicalReference": [ { "title": "Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law", "date": "2025-07-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000718032151" } ] } ], "arguments": [ { "id": "capex", "title": "AI supercycle or capex bubble?", "sideA": { "label": "Supercycle", "claim": "Compute becomes productive infrastructure; falling intelligence costs unlock demand across every industry." }, "sideB": { "label": "Bubble risk", "claim": "Financing, depreciation and circular deals can outrun cash flow before applications mature." }, "synthesis": "Track realized revenue per unit of compute, not model capability alone.", "evidence": [ { "title": "Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine", "date": "2026-08-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000786595474" }, { "title": "Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback", "date": "2026-08-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783368405" }, { "title": "Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?", "date": "2026-07-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000777752484" }, { "title": "OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute", "date": "2026-06-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000770794236" } ] }, { "id": "open", "title": "Open models or controlled frontier?", "sideA": { "label": "Open ecosystem", "claim": "Open weights spread innovation, prevent monopoly and strengthen broad national capability." }, "sideB": { "label": "Controlled frontier", "claim": "The most capable systems create safety, security and misuse risks that justify tighter release." }, "synthesis": "The practical dividing line is increasingly capability-specific, not simply “open” versus “closed.”", "evidence": [ { "title": "The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?", "date": "2026-07-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000778249497" }, { "title": "Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters", "date": "2026-07-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000777284750" }, { "title": "Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs", "date": "2026-07-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000776198638" } ] }, { "id": "jobs", "title": "Productivity boom or labor shock?", "sideA": { "label": "Abundance", "claim": "Automation lowers prices, removes dangerous work and creates new products and occupations." }, "sideB": { "label": "Displacement", "claim": "Change can arrive faster than retraining, ownership and institutions can adapt." }, "synthesis": "Separate tasks, occupations and income distribution; they move on different timelines.", "evidence": [ { "title": "The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs", "date": "2026-07-28", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000778899197" }, { "title": "Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement", "date": "2025-09-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000727254479" } ] }, { "id": "debt", "title": "Grow out of debt or face bond-market discipline?", "sideA": { "label": "Growth escape", "claim": "AI, deregulation and energy abundance can lift productivity and expand the fiscal base." }, "sideB": { "label": "Discipline first", "claim": "Interest costs and long rates can overwhelm policy before growth compounds." }, "synthesis": "Watch nominal growth, primary deficits and real borrowing costs together.", "evidence": [ { "title": "Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine", "date": "2026-08-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000786595474" }, { "title": "Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome", "date": "2026-03-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000752859930" }, { "title": "Senator Rand Paul: Tariffs, Debt, China, and a Warning for America", "date": "2025-09-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725161683" } ] }, { "id": "tariffs", "title": "Strategic tariffs or inflationary tax?", "sideA": { "label": "Strategic leverage", "claim": "Tariffs can rebuild bargaining power, resilience and domestic capacity in critical sectors." }, "sideB": { "label": "Costly protection", "claim": "They raise input prices, invite retaliation and can preserve weak incumbents." }, "synthesis": "The decisive question is whether a tariff is paired with a credible capacity-building plan.", "evidence": [ { "title": "Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats", "date": "2026-08-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783055255" }, { "title": "Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust", "date": "2025-09-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725361987" }, { "title": "Senator Rand Paul: Tariffs, Debt, China, and a Warning for America", "date": "2025-09-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725161683" }, { "title": "Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO", "date": "2025-03-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000698337313" } ] }, { "id": "war", "title": "Deterrence through strength or restraint?", "sideA": { "label": "Strength", "claim": "Visible capability, industrial depth and credible escalation prevent adversaries from testing limits." }, "sideB": { "label": "Restraint", "claim": "Negotiation and bounded objectives reduce tail risk, proxy escalation and regime-change failure." }, "synthesis": "Identify the actual objective, escalation ladder and feasible off-ramp before debating tactics.", "evidence": [ { "title": "Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race", "date": "2026-04-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000760290561" }, { "title": "Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare", "date": "2026-03-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000755144717" }, { "title": "Graham Allison on the Global Realignment: Iran, China, Israel, Greenland", "date": "2026-03-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000754101449" }, { "title": "John Mearsheimer and Jeffrey Sachs | All-In Summit 2024", "date": "2024-10-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000671463840" } ] }, { "id": "regulation", "title": "Guardrails or regulatory capture?", "sideA": { "label": "Guardrails", "claim": "Powerful systems and concentrated firms require enforceable safety, competition and accountability rules." }, "sideB": { "label": "Capture risk", "claim": "Incumbents can weaponize compliance to block open models, startups and experimentation." }, "synthesis": "Good rules target measurable externalities and remain feasible for new entrants.", "evidence": [ { "title": "Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters", "date": "2026-07-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000777284750" }, { "title": "Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections", "date": "2026-06-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000772451889" }, { "title": "Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets", "date": "2026-03-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000754731315" } ] }, { "id": "institutions", "title": "Reform institutions or route around them?", "sideA": { "label": "Rebuild", "claim": "Universities, agencies and media retain public goods that require better incentives and leadership." }, "sideB": { "label": "Route around", "claim": "Entrenched process and ideology make new institutions, funding models and distribution channels faster." }, "synthesis": "Ask which functions are essential, then separate them from the legacy organization.", "evidence": [ { "title": "Under Secretary of State Sarah B. Rogers on dismantling the \"Censorship Industrial Complex\"", "date": "2026-01-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746244981" }, { "title": "The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities", "date": "2025-09-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000727075616" } ] }, { "id": "energy", "title": "Energy abundance or climate constraint?", "sideA": { "label": "Abundance", "claim": "Cheap, reliable power is prerequisite infrastructure for AI, manufacturing and rising living standards." }, "sideB": { "label": "Constraint", "claim": "Externalities, deployment time and climate risk still shape which supply can scale responsibly." }, "synthesis": "Compare reliability, total system cost, permitting time and emissions, not a single headline metric.", "evidence": [ { "title": "Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs", "date": "2026-01-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000745500806" }, { "title": "Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026", "date": "2026-01-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000744237064" }, { "title": "The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025", "date": "2025-09-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725661367" } ] }, { "id": "crypto", "title": "Open financial rails or new systemic risk?", "sideA": { "label": "Open rails", "claim": "Stablecoins and tokenization widen access, speed settlement and reinforce dollar distribution." }, "sideB": { "label": "Risk transfer", "claim": "Opacity, leverage, custody and weak consumer protections can recreate familiar failures." }, "synthesis": "Separate payment utility, asset tokenization and speculative leverage.", "evidence": [ { "title": "Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets", "date": "2026-03-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000754731315" }, { "title": "CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder", "date": "2026-02-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000749071799" }, { "title": "Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!", "date": "2026-01-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746374540" }, { "title": "Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future", "date": "2025-09-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000726877086" } ] } ], "timeline": [ { "month": "2020-03", "episodes": 2, "ai": 0, "markets": 2, "world": 0, "policy": 1, "science": 0, "society": 0 }, { "month": "2020-04", "episodes": 1, "ai": 0, "markets": 1, "world": 0, "policy": 1, "science": 0, "society": 1 }, { "month": "2020-06", "episodes": 1, "ai": 0, "markets": 0, "world": 1, "policy": 1, "science": 0, "society": 1 }, { "month": "2020-07", "episodes": 2, "ai": 0, "markets": 0, "world": 1, "policy": 0, "science": 0, "society": 0 }, { "month": "2020-09", "episodes": 2, "ai": 0, "markets": 1, "world": 0, "policy": 2, "science": 0, "society": 0 }, { "month": "2020-10", "episodes": 2, "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 }, { "month": "2020-11", "episodes": 2, "ai": 0, "markets": 1, "world": 0, "policy": 2, "science": 0, "society": 1 }, { "month": "2020-12", "episodes": 2, "ai": 0, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 0 }, { "month": "2021-01", "episodes": 4, "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 }, { "month": "2021-02", "episodes": 4, "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 1 }, { "month": "2021-03", "episodes": 4, "ai": 0, "markets": 3, "world": 0, "policy": 1, "science": 1, "society": 0 }, { "month": "2021-04", "episodes": 3, "ai": 0, "markets": 2, "world": 0, "policy": 2, "science": 0, "society": 1 }, { "month": "2021-05", "episodes": 4, "ai": 0, "markets": 1, "world": 0, "policy": 1, "science": 0, "society": 2 }, { "month": "2021-06", "episodes": 3, "ai": 0, "markets": 1, "world": 0, "policy": 1, "science": 1, "society": 0 }, { "month": "2021-07", "episodes": 5, "ai": 0, "markets": 3, "world": 2, "policy": 2, "science": 3, "society": 1 }, { "month": "2021-08", "episodes": 2, "ai": 0, "markets": 1, "world": 1, "policy": 0, "science": 0, "society": 0 }, { "month": "2021-09", "episodes": 4, "ai": 0, "markets": 1, "world": 4, "policy": 2, "science": 0, "society": 3 }, { "month": "2021-10", "episodes": 5, "ai": 0, "markets": 4, "world": 1, "policy": 4, "science": 0, "society": 3 }, { "month": "2021-11", "episodes": 3, "ai": 0, "markets": 2, "world": 1, "policy": 2, "science": 1, "society": 1 }, { "month": "2021-12", "episodes": 5, "ai": 0, "markets": 4, "world": 0, "policy": 1, "science": 2, "society": 3 }, { "month": "2022-01", "episodes": 4, "ai": 0, "markets": 3, "world": 1, "policy": 1, "science": 1, "society": 0 }, { "month": "2022-02", "episodes": 4, "ai": 0, "markets": 3, "world": 1, "policy": 3, "science": 3, "society": 2 }, { "month": "2022-03", "episodes": 3, "ai": 1, "markets": 3, "world": 3, "policy": 0, "science": 1, "society": 0 }, { "month": "2022-04", "episodes": 6, "ai": 0, "markets": 4, "world": 1, "policy": 3, "science": 0, "society": 5 }, { "month": "2022-05", "episodes": 12, "ai": 0, "markets": 5, "world": 2, "policy": 4, "science": 2, "society": 4 }, { "month": "2022-06", "episodes": 6, "ai": 0, "markets": 3, "world": 4, "policy": 1, "science": 2, "society": 2 }, { "month": "2022-07", "episodes": 4, "ai": 0, "markets": 3, "world": 2, "policy": 3, "science": 1, "society": 1 }, { "month": "2022-08", "episodes": 4, "ai": 0, "markets": 4, "world": 2, "policy": 2, "science": 1, "society": 1 }, { "month": "2022-09", "episodes": 4, "ai": 0, "markets": 2, "world": 3, "policy": 2, "science": 2, "society": 1 }, { "month": "2022-10", "episodes": 5, "ai": 2, "markets": 4, "world": 3, "policy": 1, "science": 2, "society": 0 }, { "month": "2022-11", "episodes": 2, "ai": 0, "markets": 0, "world": 0, "policy": 2, "science": 1, "society": 1 }, { "month": "2022-12", "episodes": 4, "ai": 1, "markets": 1, "world": 2, "policy": 1, "science": 3, "society": 2 }, { "month": "2023-01", "episodes": 4, "ai": 3, "markets": 2, "world": 1, "policy": 2, "science": 1, "society": 2 }, { "month": "2023-02", "episodes": 3, "ai": 2, "markets": 2, "world": 1, "policy": 0, "science": 0, "society": 0 }, { "month": "2023-03", "episodes": 5, "ai": 2, "markets": 4, "world": 2, "policy": 2, "science": 1, "society": 1 }, { "month": "2023-04", "episodes": 4, "ai": 4, "markets": 2, "world": 0, "policy": 3, "science": 0, "society": 0 }, { "month": "2023-05", "episodes": 4, "ai": 3, "markets": 1, "world": 1, "policy": 3, "science": 2, "society": 1 }, { "month": "2023-06", "episodes": 4, "ai": 2, "markets": 4, "world": 2, "policy": 2, "science": 1, "society": 0 }, { "month": "2023-07", "episodes": 5, "ai": 1, "markets": 2, "world": 2, "policy": 2, "science": 3, "society": 1 }, { "month": "2023-08", "episodes": 4, "ai": 1, "markets": 4, "world": 0, "policy": 2, "science": 2, "society": 0 }, { "month": "2023-09", "episodes": 4, "ai": 1, "markets": 2, "world": 1, "policy": 2, "science": 2, "society": 0 }, { "month": "2023-10", "episodes": 4, "ai": 0, "markets": 0, "world": 3, "policy": 3, "science": 1, "society": 0 }, { "month": "2023-11", "episodes": 3, "ai": 2, "markets": 0, "world": 3, "policy": 3, "science": 1, "society": 0 }, { "month": "2023-12", "episodes": 5, "ai": 3, "markets": 1, "world": 0, "policy": 3, "science": 1, "society": 2 }, { "month": "2024-01", "episodes": 4, "ai": 1, "markets": 2, "world": 0, "policy": 2, "science": 1, "society": 3 }, { "month": "2024-02", "episodes": 4, "ai": 3, "markets": 2, "world": 2, "policy": 1, "science": 0, "society": 0 }, { "month": "2024-03", "episodes": 5, "ai": 4, "markets": 4, "world": 0, "policy": 1, "science": 3, "society": 0 }, { "month": "2024-04", "episodes": 4, "ai": 4, "markets": 2, "world": 2, "policy": 2, "science": 0, "society": 2 }, { "month": "2024-05", "episodes": 5, "ai": 5, "markets": 2, "world": 0, "policy": 2, "science": 1, "society": 1 }, { "month": "2024-06", "episodes": 4, "ai": 3, "markets": 2, "world": 1, "policy": 4, "science": 1, "society": 1 }, { "month": "2024-07", "episodes": 5, "ai": 1, "markets": 2, "world": 1, "policy": 3, "science": 1, "society": 2 }, { "month": "2024-08", "episodes": 5, "ai": 2, "markets": 1, "world": 1, "policy": 4, "science": 0, "society": 3 }, { "month": "2024-09", "episodes": 3, "ai": 2, "markets": 1, "world": 1, "policy": 1, "science": 1, "society": 1 }, { "month": "2024-10", "episodes": 7, "ai": 3, "markets": 4, "world": 2, "policy": 6, "science": 3, "society": 1 }, { "month": "2024-11", "episodes": 4, "ai": 0, "markets": 1, "world": 0, "policy": 4, "science": 1, "society": 2 }, { "month": "2024-12", "episodes": 3, "ai": 3, "markets": 3, "world": 1, "policy": 2, "science": 0, "society": 0 }, { "month": "2025-01", "episodes": 8, "ai": 4, "markets": 3, "world": 2, "policy": 6, "science": 0, "society": 4 }, { "month": "2025-02", "episodes": 3, "ai": 3, "markets": 1, "world": 1, "policy": 2, "science": 0, "society": 0 }, { "month": "2025-03", "episodes": 7, "ai": 3, "markets": 7, "world": 4, "policy": 5, "science": 1, "society": 0 }, { "month": "2025-04", "episodes": 5, "ai": 1, "markets": 1, "world": 4, "policy": 4, "science": 0, "society": 1 }, { "month": "2025-05", "episodes": 11, "ai": 5, "markets": 6, "world": 3, "policy": 6, "science": 5, "society": 2 }, { "month": "2025-06", "episodes": 6, "ai": 2, "markets": 3, "world": 3, "policy": 2, "science": 1, "society": 1 }, { "month": "2025-07", "episodes": 8, "ai": 8, "markets": 3, "world": 1, "policy": 5, "science": 2, "society": 0 }, { "month": "2025-08", "episodes": 6, "ai": 6, "markets": 3, "world": 3, "policy": 5, "science": 0, "society": 1 }, { "month": "2025-09", "episodes": 20, "ai": 12, "markets": 5, "world": 10, "policy": 8, "science": 5, "society": 3 }, { "month": "2025-10", "episodes": 19, "ai": 12, "markets": 8, "world": 7, "policy": 9, "science": 4, "society": 5 }, { "month": "2025-11", "episodes": 7, "ai": 6, "markets": 1, "world": 1, "policy": 3, "science": 2, "society": 2 }, { "month": "2025-12", "episodes": 6, "ai": 4, "markets": 2, "world": 1, "policy": 1, "science": 0, "society": 1 }, { "month": "2026-01", "episodes": 13, "ai": 11, "markets": 4, "world": 5, "policy": 7, "science": 2, "society": 4 }, { "month": "2026-02", "episodes": 5, "ai": 2, "markets": 3, "world": 2, "policy": 3, "science": 0, "society": 0 }, { "month": "2026-03", "episodes": 13, "ai": 7, "markets": 3, "world": 4, "policy": 7, "science": 0, "society": 1 }, { "month": "2026-04", "episodes": 7, "ai": 4, "markets": 3, "world": 4, "policy": 3, "science": 3, "society": 2 }, { "month": "2026-05", "episodes": 7, "ai": 7, "markets": 2, "world": 1, "policy": 3, "science": 1, "society": 2 }, { "month": "2026-06", "episodes": 16, "ai": 12, "markets": 10, "world": 5, "policy": 2, "science": 2, "society": 3 }, { "month": "2026-07", "episodes": 10, "ai": 9, "markets": 4, "world": 5, "policy": 2, "science": 2, "society": 1 }, { "month": "2026-08", "episodes": 9, "ai": 5, "markets": 2, "world": 4, "policy": 3, "science": 3, "society": 1 } ], "eventTimeline": [ { "id": "nvidia-quarter", "date": "2026-08-29", "category": "Markets", "title": "Nvidia’s quarter challenges the AI-bubble narrative", "summary": "Strong Nvidia and Salesforce results supported the case that enterprise demand and AI infrastructure spending were translating into revenue.", "why": "The numbers sit at the center of the live argument over whether AI investment is productive or self-reinforcing excess.", "keywords": [ "Nvidia", "earnings", "AI bubble" ], "episode": { "title": "Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine", "date": "2026-08-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000786595474" } }, { "id": "science-agenda", "date": "2026-08-25", "category": "Science", "title": "The White House sets a new science and technology agenda", "summary": "The agenda brought NIH reform, the Genesis Mission, quantum computing, fusion and lunar exploration into one national-capability program.", "why": "It shows the abundance thesis becoming an operating agenda with institutions, timelines and public investment attached.", "keywords": [ "science policy", "NIH", "Genesis Mission" ], "episode": { "title": "Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China", "date": "2026-08-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000785633747" } }, { "id": "nvidia-financing-plan", "date": "2026-08-14", "category": "AI", "title": "Nvidia outlines a $500 billion AI financing push", "summary": "The scale of the financing plan intensified debate over circular capital flows and whether infrastructure supply is creating its own demand.", "why": "Understanding who finances the buyers of compute is central to separating durable demand from bubble dynamics.", "keywords": [ "Nvidia", "AI financing", "capex" ], "episode": { "title": "Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback", "date": "2026-08-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783368405" } }, { "id": "airtable-reset", "date": "2026-08-08", "category": "Markets", "title": "Airtable resets at a roughly 90 percent lower valuation", "summary": "The transaction became a stark example of how private-market pricing can lag a business-model reset, especially as AI pressures software multiples.", "why": "It helps explain the tension between headline private valuations, employee liquidity and actual clearing prices.", "keywords": [ "Airtable", "private markets", "valuation" ], "episode": { "title": "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI", "date": "2026-08-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000780992629" } }, { "id": "autonomous-naval-rescue", "date": "2026-08-05", "category": "World", "title": "An autonomous naval system completes a rescue mission", "summary": "Saronic’s account of an autonomous rescue in the Strait of Hormuz showed unmanned maritime systems moving from prototypes into operations.", "why": "It is a tangible marker of how software, robotics and manufacturing are changing naval power.", "keywords": [ "autonomous warships", "Saronic", "defense tech" ], "episode": { "title": "Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships", "date": "2026-08-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000780158954" } }, { "id": "ai-chip-selloff", "date": "2026-08-01", "category": "Markets", "title": "AI chip stocks fall and a concentrated fund faces a margin call", "summary": "A sharp chip selloff and the reported margin call at a $20 billion AI-focused fund exposed the leverage beneath a crowded trade.", "why": "It offered a real stress test of the capex-boom thesis and the market’s tolerance for concentration.", "keywords": [ "chip stocks", "margin call", "AI trade" ], "episode": { "title": "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores", "date": "2026-07-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000779342609" } }, { "id": "anthropic-copyright-settlement", "date": "2026-07-24", "category": "AI", "title": "Anthropic reaches a $1.5 billion copyright settlement", "summary": "The payout made training-data provenance a material cost rather than a distant legal question.", "why": "Copyright rules can change model economics, advantage firms with licensed data and shape the future of open models.", "keywords": [ "copyright", "training data", "Anthropic" ], "episode": { "title": "The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?", "date": "2026-07-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000778249497" } }, { "id": "ny-datacenter-moratorium", "date": "2026-07-18", "category": "Energy", "title": "New York halts new datacenter development", "summary": "A datacenter moratorium brought the conflict between AI demand, grid capacity, local permitting and electricity costs into policy.", "why": "The AI race increasingly depends on whether communities can build power and compute infrastructure fast enough.", "keywords": [ "datacenters", "New York", "power grid" ], "episode": { "title": "Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters", "date": "2026-07-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000777284750" } }, { "id": "trump-accounts", "date": "2026-07-11", "category": "Markets", "title": "Trump Accounts launch as a new household-investing policy", "summary": "The program introduced publicly seeded investment accounts as a way to broaden capital ownership from childhood.", "why": "It is a concrete response to the argument that an asset-owning economy needs wider participation, not only income transfers.", "keywords": [ "Trump Accounts", "ownership", "household investing" ], "episode": { "title": "More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts", "date": "2026-07-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000776336539" } }, { "id": "birthright-ruling", "date": "2026-07-04", "category": "Policy", "title": "The Supreme Court rules on birthright citizenship", "summary": "The decision pushed immigration, constitutional interpretation and the scope of executive authority back to the center of national politics.", "why": "It affects both the legal boundaries of presidential action and the politics of citizenship.", "keywords": [ "Supreme Court", "birthright citizenship", "executive power" ], "episode": { "title": "AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie", "date": "2026-07-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000775400475" } }, { "id": "nyc-primary", "date": "2026-06-27", "category": "Policy", "title": "Democratic socialists sweep New York City primaries", "summary": "The primary results elevated fights over housing, public ownership, taxation and the direction of the Democratic coalition.", "why": "New York became a national test of whether a more explicitly socialist platform can govern a capital-intensive city.", "keywords": [ "New York City", "socialism", "housing" ], "episode": { "title": "Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter", "date": "2026-06-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000774412562" } }, { "id": "spacex-ipo", "date": "2026-06-20", "category": "Markets", "title": "SpaceX completes a record-setting public offering", "summary": "The listing became the centerpiece of a reopening IPO market and a new benchmark for technology-company scale.", "why": "It tests whether public-market demand can absorb the giant capital requirements of the next technology cycle.", "keywords": [ "SpaceX", "IPO", "public markets" ], "episode": { "title": "World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal", "date": "2026-06-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000773469671" } }, { "id": "fable-backlash", "date": "2026-06-13", "category": "AI", "title": "Anthropic’s Fable release triggers a privacy backlash", "summary": "Fable’s behavior raised immediate questions about personal data, product safeguards and whether fast-moving AI companies can credibly police themselves.", "why": "The episode turned the regulation debate from hypothetical catastrophic risk toward concrete consumer harm.", "keywords": [ "Anthropic", "privacy", "AI governance" ], "episode": { "title": "Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections", "date": "2026-06-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000772451889" } }, { "id": "critical-minerals", "date": "2026-06-10", "category": "World", "title": "China tightens the critical-minerals squeeze", "summary": "New constraints on US access to critical minerals exposed dependencies across defense, the electric grid and advanced manufacturing.", "why": "Minerals are the upstream chokepoint behind chips, batteries, weapons and the abundance agenda.", "keywords": [ "critical minerals", "China", "supply chains" ], "episode": { "title": "Dan Dreyfus: America's Critical Minerals Crisis is Here", "date": "2026-06-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771965806" } }, { "id": "claude-cybersecurity", "date": "2026-06-08", "category": "AI", "title": "Claude uncovers long-running security flaws", "summary": "The discovery of years-old Palo Alto Networks vulnerabilities became a proof point for AI-assisted cybersecurity and a warning about automated offense.", "why": "Cybersecurity is one of the clearest areas where model capability can immediately create both economic value and systemic risk.", "keywords": [ "Claude", "cybersecurity", "vulnerabilities" ], "episode": { "title": "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company", "date": "2026-06-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771746546" } }, { "id": "openai-ipo-compute", "date": "2026-06-02", "category": "AI", "title": "OpenAI sets out an IPO path and a $100 billion compute plan", "summary": "CFO Sarah Friar connected a potential public offering to the extraordinary capital required for frontier-model infrastructure.", "why": "It made the financing question inseparable from the technology roadmap.", "keywords": [ "OpenAI", "IPO", "compute" ], "episode": { "title": "OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute", "date": "2026-06-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000770794236" } }, { "id": "papal-ai-encyclical", "date": "2026-05-30", "category": "Society", "title": "Pope Leo publishes an encyclical on AI", "summary": "The Vatican intervention framed AI around human dignity, power and who should govern systems that increasingly shape work and knowledge.", "why": "It widened AI governance beyond labs and lawmakers into a moral and institutional debate.", "keywords": [ "Pope Leo", "AI ethics", "governance" ], "episode": { "title": "Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?", "date": "2026-05-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000770251749" } }, { "id": "ai-order-pulled", "date": "2026-05-23", "category": "Policy", "title": "The White House pulls its AI executive order", "summary": "The reversal reopened questions about whether federal AI policy should prioritize rapid deployment, safety requirements or a durable legislative framework.", "why": "Policy uncertainty changes the incentives of frontier labs, open-source developers and infrastructure investors.", "keywords": [ "AI regulation", "executive order", "White House" ], "episode": { "title": "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?", "date": "2026-05-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000769153288" } }, { "id": "trump-xi-summit", "date": "2026-05-15", "category": "World", "title": "Trump and Xi meet as the technology rivalry deepens", "summary": "The summit put trade, critical technology and the broader US-China relationship into one high-stakes negotiation.", "why": "Nearly every major field-guide topic, from chips and minerals to tariffs and Taiwan, runs through this relationship.", "keywords": [ "Trump-Xi summit", "China", "trade" ], "episode": { "title": "Trump-Xi Summit, Benioff: \"Not My First SaaSpocalypse,\" OpenAI vs Apple, Multi-Sensory AI, El Niño", "date": "2026-05-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000768018071" } }, { "id": "apple-leadership", "date": "2026-04-24", "category": "AI", "title": "Apple enters a leadership transition", "summary": "John Ternus succeeding Tim Cook prompted a reassessment of Apple’s product culture and position in the AI platform shift.", "why": "Apple’s next move matters because device distribution may decide which AI assistants reach billions of people.", "keywords": [ "Apple", "leadership", "AI distribution" ], "episode": { "title": "SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike", "date": "2026-04-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000763493355" } }, { "id": "iran-ceasefire", "date": "2026-04-11", "category": "World", "title": "An Iran war ceasefire creates a fragile off-ramp", "summary": "The ceasefire shifted discussion from immediate escalation toward enforcement, Israel’s influence and the durability of a negotiated pause.", "why": "Markets and foreign policy both depend on whether a temporary pause can become a stable settlement.", "keywords": [ "Iran", "ceasefire", "Israel" ], "episode": { "title": "Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence", "date": "2026-04-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000760748945" } }, { "id": "sec-cftc-reset", "date": "2026-03-11", "category": "Markets", "title": "The SEC and CFTC outline a market-structure reset", "summary": "The agency chairs discussed ending jurisdictional conflict, clarifying crypto rules, reopening IPO markets and revisiting investor-accreditation rules.", "why": "The agenda could redraw access to private assets, digital markets and the path from startup to public company.", "keywords": [ "SEC", "CFTC", "crypto regulation" ], "episode": { "title": "Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets", "date": "2026-03-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000754731315" } }, { "id": "iran-war", "date": "2026-03-06", "category": "World", "title": "The United States enters a war with Iran", "summary": "The podcast examined the rationale, objectives and escalation risks of the Iran war, including Israel’s role, energy markets and the search for an off-ramp.", "why": "The conflict connected security commitments, oil prices, China strategy and the limits of regime-change policy.", "keywords": [ "Iran", "war", "oil" ], "episode": { "title": "Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael", "date": "2026-03-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000753534584" } }, { "id": "pentagon-anthropic", "date": "2026-03-06", "category": "AI", "title": "The Pentagon labels Anthropic a supply-chain risk", "summary": "A clash over how Anthropic’s models could be used in combat escalated into a Pentagon supply-chain designation.", "why": "It turned abstract AI safety commitments into a live procurement, national-security and company-valuation conflict.", "keywords": [ "Anthropic", "Pentagon", "AI safety" ], "episode": { "title": "Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael", "date": "2026-03-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000753534584" } }, { "id": "spacex-xai-merger", "date": "2026-02-07", "category": "AI", "title": "SpaceX and xAI combine", "summary": "The merger joined rockets, satellites, compute and frontier models inside one company structure.", "why": "It made the physical AI stack unusually literal: capital, energy, connectivity, data and models under shared control.", "keywords": [ "SpaceX", "xAI", "vertical integration" ], "episode": { "title": "Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick", "date": "2026-02-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000748626764" } }, { "id": "warsh-fed-pick", "date": "2026-02-07", "category": "Markets", "title": "Kevin Warsh is selected to lead the Federal Reserve", "summary": "President Trump’s selection of Kevin Warsh to succeed Jerome Powell reset expectations for rates, inflation policy and central-bank independence.", "why": "The Fed path affects the cost of the AI buildout, federal debt service and every major valuation argument.", "keywords": [ "Federal Reserve", "rates", "Kevin Warsh" ], "episode": { "title": "Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick", "date": "2026-02-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000748626764" } }, { "id": "ice-minneapolis", "date": "2026-01-31", "category": "Policy", "title": "Deaths in Minneapolis intensify the fight over ICE enforcement", "summary": "The aftermath of two deaths during immigration-enforcement turmoil became a debate over federal authority, local resistance and public accountability.", "why": "It showed how quickly immigration policy can become a crisis of legitimacy and intergovernmental power.", "keywords": [ "ICE", "immigration", "federal power" ], "episode": { "title": "ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping", "date": "2026-01-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000747417038" } }, { "id": "fda-reset", "date": "2026-01-15", "category": "Science", "title": "The FDA pushes a faster approval and evidence agenda", "summary": "FDA Commissioner Marty Makary described reforms aimed at faster drug approvals, new evidence standards and changes to nutrition and health policy.", "why": "The program is a concrete test of whether institutional reform can accelerate medicine without weakening safety.", "keywords": [ "FDA", "drug approval", "health policy" ], "episode": { "title": "Supercharging a New FDA: Marty Makary on Science, Power & Patients", "date": "2026-01-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000745336201" } }, { "id": "minnesota-fraud", "date": "2025-12-31", "category": "Policy", "title": "Minnesota fraud allegations put program oversight under scrutiny", "summary": "A large fraud investigation involving Minnesota public programs became a broader argument about verification, nonprofit oversight and state capacity.", "why": "It fed the show’s recurring concern that government legitimacy depends on competent administration, not only policy intent.", "keywords": [ "fraud", "oversight", "state capacity" ], "episode": { "title": "Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal", "date": "2025-12-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000743363784" } }, { "id": "groq-nvidia-deal", "date": "2025-12-31", "category": "AI", "title": "A $20 billion Groq and Nvidia deal reshapes the inference race", "summary": "The reported deal highlighted the rising strategic value of inference chips and alternatives to the dominant GPU stack.", "why": "As AI use scales, the economics of serving models can matter as much as the cost of training them.", "keywords": [ "Groq", "Nvidia", "inference" ], "episode": { "title": "Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal", "date": "2025-12-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000743363784" } }, { "id": "machado-nobel", "date": "2025-10-28", "category": "World", "title": "María Corina Machado wins the Nobel Peace Prize", "summary": "Machado discussed the Venezuelan opposition, the struggle against Nicolás Maduro and the path toward political transition.", "why": "Venezuela became a live case study in authoritarian durability, sanctions and democratic opposition.", "keywords": [ "Venezuela", "democracy", "Nobel Peace Prize" ], "episode": { "title": "Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela", "date": "2025-10-28", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733890017" } }, { "id": "quantum-nobel", "date": "2025-10-27", "category": "Science", "title": "Quantum computing work receives the Nobel spotlight", "summary": "Nobel laureate John Martinis joined the podcast to explain the quantum tunneling work behind the award and the state of practical quantum computing.", "why": "Quantum remains a long-horizon counterweight to the near-term dominance of AI in technology discussions.", "keywords": [ "quantum", "Nobel Prize", "computing" ], "episode": { "title": "Nobel Prize in Physics Winner: John Martinis on the State of Quantum", "date": "2025-10-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733734252" } }, { "id": "aws-outage", "date": "2025-10-24", "category": "AI", "title": "A major AWS outage exposes cloud concentration risk", "summary": "A widespread AWS outage put the dependence of consumer services and startups on a small number of cloud providers back in view.", "why": "AI increases this concentration by adding model and compute dependencies to the existing cloud stack.", "keywords": [ "AWS", "cloud", "resilience" ], "episode": { "title": "NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage", "date": "2025-10-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733393647" } }, { "id": "nba-gambling-scandal", "date": "2025-10-24", "category": "Society", "title": "An NBA gambling scandal tests the prediction-market era", "summary": "The podcast treated an NBA gambling scandal as a warning about insider information, betting access and the normalization of speculative products.", "why": "The integrity problem extends beyond sports books to prediction markets and event contracts.", "keywords": [ "gambling", "prediction markets", "market integrity" ], "episode": { "title": "NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage", "date": "2025-10-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733393647" } }, { "id": "h1b-shakeup", "date": "2025-09-27", "category": "Policy", "title": "The H-1B system enters another overhaul", "summary": "A proposed H-1B shakeup reopened the argument over skilled immigration, labor-market protection and America’s ability to attract technical talent.", "why": "Talent policy is one of the few issues that directly links AI leadership, universities, wages and immigration politics.", "keywords": [ "H-1B", "immigration", "technical talent" ], "episode": { "title": "H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law", "date": "2025-09-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000728648315" } }, { "id": "charlie-kirk-kimmel", "date": "2025-09-19", "category": "Society", "title": "Political violence and speech collide after Charlie Kirk’s killing", "summary": "The episode connected Charlie Kirk’s killing, the reaction to Jimmy Kimmel’s suspension and growing concern about an assassination culture in American politics.", "why": "It became a test of how media institutions, employers and political movements respond when violence and speech become entangled.", "keywords": [ "political violence", "free speech", "media" ], "episode": { "title": "Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire", "date": "2025-09-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000727574878" } }, { "id": "nasdaq-tokenization", "date": "2025-09-09", "category": "Markets", "title": "Nasdaq lays out a tokenized, nearly always-on market", "summary": "Nasdaq CEO Adena Friedman described tokenized securities and longer trading hours as part of the next market structure.", "why": "It moved tokenization from a crypto-native idea toward the core machinery of public markets.", "keywords": [ "tokenization", "24/5 trading", "market structure" ], "episode": { "title": "The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025", "date": "2025-09-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725661367" } }, { "id": "google-antitrust-remedy", "date": "2025-09-07", "category": "Policy", "title": "Google avoids a breakup in its antitrust remedy", "summary": "The remedy phase of the Google search case stopped short of breaking up the company, sharpening the debate over whether competition law can meaningfully constrain dominant platforms.", "why": "The same enforcement question now hangs over AI distribution, default placement and control of consumer access.", "keywords": [ "antitrust", "distribution", "platform power" ], "episode": { "title": "Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust", "date": "2025-09-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725361987" } } ], "glossary": [ { "term": "Datacenter", "aliases": [ "datacenter", "data center", "data centers" ], "category": "Compute & infrastructure", "definition": "A facility containing servers, networking, cooling and power systems used to run digital services and AI.", "mentions": 830, "episodeCount": 137, "recentEpisodeCount": 78, "historicalEpisodeCount": 59, "coveragePct": 33.7, "firstSeen": "2020-07-31", "lastSeen": "2026-08-29", "relevanceScore": 377.72, "sources": [ { "title": "Flock CEO Garrett Langley on Controversy, \"Surveillance State\" Claims, and Privacy vs Safety", "date": "2026-08-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783964339", "excerpt": "I don't think that's a reasonable expectation because that means they also need to know everything about data centers.", "wordCount": 19 }, { "title": "Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner", "date": "2026-06-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000772077218", "excerpt": "And we need to do a much better job of making sure that the outlines of what these data centers mean to communities is clear.", "wordCount": 25 } ], "rank": 1 }, { "term": "IPO", "aliases": [ "IPO", "initial public offering" ], "category": "Startups & markets", "definition": "An initial public offering: the first sale of a private company’s shares to public investors.", "mentions": 445, "episodeCount": 128, "recentEpisodeCount": 42, "historicalEpisodeCount": 86, "coveragePct": 31.5, "firstSeen": "2020-03-15", "lastSeen": "2026-08-21", "relevanceScore": 260.1, "sources": [ { "title": "Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox", "date": "2026-06-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771202597", "excerpt": "And this is a company called Cerebras that just won IPO, so I thought it would be a good candidate.", "wordCount": 20 }, { "title": "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built", "date": "2025-10-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000731017039", "excerpt": "And so 6, 12, 18 months after the IPO, we can move those shares into this fund, called the Sequoia Capital Fund.", "wordCount": 22 } ], "rank": 2 }, { "term": "Token", "aliases": [ "tokens", "token count" ], "category": "AI & models", "definition": "A small unit of text processed by a language model; pricing and context limits are commonly measured in tokens.", "mentions": 396, "episodeCount": 90, "recentEpisodeCount": 49, "historicalEpisodeCount": 41, "coveragePct": 22.2, "firstSeen": "2020-06-20", "lastSeen": "2026-08-21", "relevanceScore": 242.98, "sources": [ { "title": "Elon's Anthropic Deal, The Next AI Monopoly?, \"FDA for AI\" Panic, Trading the AI Boom", "date": "2026-05-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000766858188", "excerpt": "I mean, first, we know that there's nobody better on planet Earth than Elon at converting electrons to tokens.", "wordCount": 19 }, { "title": "Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth", "date": "2023-07-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000621177297", "excerpt": "I mean, if they're not selling securities, I think Coinbase and everybody else has always maintained they're selling tokens.", "wordCount": 19 } ], "rank": 3 }, { "term": "Liquidity", "aliases": [ "liquidity" ], "category": "Macro & finance", "definition": "How easily money or assets can move; also shorthand for the supply of capital supporting prices.", "mentions": 345, "episodeCount": 114, "recentEpisodeCount": 38, "historicalEpisodeCount": 76, "coveragePct": 28.1, "firstSeen": "2020-03-15", "lastSeen": "2026-08-08", "relevanceScore": 233.85, "sources": [ { "title": "Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem", "date": "2024-07-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000662778302", "excerpt": "The money is called over time, usually over the first few years, it's invested, and then you don't get liquidity.", "wordCount": 20 }, { "title": "US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg", "date": "2020-03-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000468846114", "excerpt": "The Fed basically acts as a market making and liquidity function in what's called the overnight repo market.", "wordCount": 18 } ], "rank": 4 }, { "term": "GPU", "aliases": [ "GPU", "GPUs", "graphics processing unit" ], "category": "Compute & infrastructure", "definition": "A parallel processor that became the dominant hardware for training and running modern AI.", "mentions": 343, "episodeCount": 85, "recentEpisodeCount": 39, "historicalEpisodeCount": 46, "coveragePct": 20.9, "firstSeen": "2020-12-04", "lastSeen": "2026-08-14", "relevanceScore": 207.84, "sources": [ { "title": "Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs", "date": "2025-07-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000716888671", "excerpt": "You basically, you just light up more GPUs and you just got like a thousand more PhD students working for you.", "wordCount": 21 }, { "title": "Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more", "date": "2022-10-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000581893642", "excerpt": "And if you look at this chart, the reason why this is possible is entirely because we've shifted from CPUs to these things called GPUs.", "wordCount": 25 } ], "rank": 5 }, { "term": "Inference", "aliases": [ "inference", "inference cost", "inference time" ], "category": "AI & models", "definition": "Running a trained model to produce an answer; the usage-side cost of AI.", "mentions": 204, "episodeCount": 70, "recentEpisodeCount": 42, "historicalEpisodeCount": 28, "coveragePct": 17.2, "firstSeen": "2022-05-16", "lastSeen": "2026-08-29", "relevanceScore": 201.32, "sources": [ { "title": "Travis Kalanick & Michael Dell Live from Austin, Texas", "date": "2026-03-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000755698165", "excerpt": "I mean, certainly if you go to any industrial company or natural resources company, advanced manufacturing, retail, logistics, there's tons of inference at the edge.", "wordCount": 25 }, { "title": "Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs", "date": "2026-01-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000745500806", "excerpt": "You started to run these models and what you started to see was, man, their inference is blazing fast.", "wordCount": 19 } ], "rank": 6 }, { "term": "SaaS", "aliases": [ "SaaS", "software as a service" ], "category": "Startups & markets", "definition": "Software sold as an ongoing online subscription rather than a one-time installed product.", "mentions": 535, "episodeCount": 120, "recentEpisodeCount": 24, "historicalEpisodeCount": 96, "coveragePct": 29.6, "firstSeen": "2020-03-19", "lastSeen": "2026-08-29", "relevanceScore": 198.28, "sources": [ { "title": "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company", "date": "2026-06-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771746546", "excerpt": "Do you think that the traditional companies like the SaaS businesses that have existed in this world, what is their place?", "wordCount": 21 }, { "title": "2024 Predictions! Markets, tech, politics, and more", "date": "2024-01-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000640721295", "excerpt": "In other words, like, I invest in plenty of SaaS companies that sell seats at five, ten bucks per seat per month.", "wordCount": 22 } ], "rank": 7 }, { "term": "Hyperscaler", "aliases": [ "hyperscaler", "hyperscalers" ], "category": "Compute & infrastructure", "definition": "A giant cloud platform able to deploy computing infrastructure at global scale.", "mentions": 114, "episodeCount": 47, "recentEpisodeCount": 34, "historicalEpisodeCount": 13, "coveragePct": 11.6, "firstSeen": "2023-06-02", "lastSeen": "2026-08-29", "relevanceScore": 153.74, "sources": [ { "title": "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis", "date": "2025-08-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000721304192", "excerpt": "But I mean, it's just, you know, it's not like a $10-$20 billion Blackwell cluster like are being stood up all over America by hyperscalers.", "wordCount": 25 }, { "title": "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?", "date": "2026-05-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000769153288", "excerpt": "And it is indisputably true that he is growing faster than hyperscaler CapEx, even without these adjustments.", "wordCount": 17 } ], "rank": 8 }, { "term": "Basis point", "aliases": [ "basis point", "basis points", "bps" ], "category": "Macro & finance", "definition": "One hundredth of a percentage point; 100 basis points equals 1%.", "mentions": 189, "episodeCount": 93, "recentEpisodeCount": 10, "historicalEpisodeCount": 83, "coveragePct": 22.9, "firstSeen": "2020-03-15", "lastSeen": "2026-08-29", "relevanceScore": 128.25, "sources": [ { "title": "Banking crisis and the great VC reset", "date": "2023-03-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000604601949", "excerpt": "And the interest rate, I think, is what's called OIS and they added 10 basis points on top.", "wordCount": 18 }, { "title": "Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more", "date": "2021-12-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000545264906", "excerpt": "You know, the Fed two days ago basically said, we're going to see up to three rate hikes next year, probably 50 basis points each.", "wordCount": 25 } ], "rank": 9 }, { "term": "DOGE", "aliases": [ "DOGE", "Department of Government Efficiency" ], "category": "Policy & institutions", "definition": "The government-efficiency initiative; context matters because DOGE can also mean Dogecoin.", "mentions": 386, "episodeCount": 65, "recentEpisodeCount": 19, "historicalEpisodeCount": 46, "coveragePct": 16, "firstSeen": "2022-05-16", "lastSeen": "2026-08-29", "relevanceScore": 127.96, "sources": [ { "title": "CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win", "date": "2026-04-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000764517513", "excerpt": "So a few months ago, I set up, I literally called it CalDoche, California Department of Government Efficiency.", "wordCount": 18 }, { "title": "Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome", "date": "2026-03-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000752859930", "excerpt": "I mean, does DOGE tell us something about what's possible at this stage?", "wordCount": 13 } ], "rank": 10 }, { "term": "Regulatory capture", "aliases": [ "regulatory capture" ], "category": "Policy & institutions", "definition": "When a regulator advances the interests of the industry or incumbents it is meant to oversee.", "mentions": 122, "episodeCount": 54, "recentEpisodeCount": 19, "historicalEpisodeCount": 35, "coveragePct": 13.3, "firstSeen": "2020-09-09", "lastSeen": "2026-08-29", "relevanceScore": 115.81, "sources": [ { "title": "Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?", "date": "2026-05-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000770251749", "excerpt": "I don't know which one I'm more afraid of, the regulatory capture or the second theory I call the Dr.", "wordCount": 20 }, { "title": "Trump's Big Week: Middle East Trip, China Deal, Pharma EO, \"Big, Beautiful Bill\" with Ben Shapiro", "date": "2025-05-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000708799914", "excerpt": "You and I have a very different point of view on regulatory capture, capitalism and free markets, Chamath.", "wordCount": 18 } ], "rank": 11 }, { "term": "AGI", "aliases": [ "AGI", "artificial general intelligence" ], "category": "AI & models", "definition": "Artificial general intelligence: a hypothetical system able to perform most cognitive work at or above human level.", "mentions": 156, "episodeCount": 45, "recentEpisodeCount": 21, "historicalEpisodeCount": 24, "coveragePct": 11.1, "firstSeen": "2023-03-31", "lastSeen": "2026-08-21", "relevanceScore": 113.06, "sources": [ { "title": "Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics", "date": "2024-03-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000648540648", "excerpt": "I'm saying there's something a little bit cultish and weird about explicitly devoting yourself to AGI, which I think in common parlance means Skynet.", "wordCount": 24 }, { "title": "Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?", "date": "2026-07-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000777752484", "excerpt": "And if you think about it from an AI perspective, if AI, we're talking about AGI, we're talking about taking over the world.", "wordCount": 23 } ], "rank": 12 }, { "term": "ARR", "aliases": [ "ARR", "annual recurring revenue" ], "category": "Startups & markets", "definition": "Annual recurring revenue: a subscription company’s recurring run-rate revenue.", "mentions": 214, "episodeCount": 61, "recentEpisodeCount": 15, "historicalEpisodeCount": 46, "coveragePct": 15, "firstSeen": "2020-03-15", "lastSeen": "2026-08-14", "relevanceScore": 111.37, "sources": [ { "title": "SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike", "date": "2026-04-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000763493355", "excerpt": "I mean, those companies used to be valued at 13 times ARR, now it's three.", "wordCount": 15 }, { "title": "Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG", "date": "2024-07-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000663480242", "excerpt": "Yeah, they're projecting a billion in ARR next year up from, what is it, roughly 500 Like that offer may not be that crazy.", "wordCount": 24 } ], "rank": 13 }, { "term": "DEI", "aliases": [ "DEI", "diversity equity and inclusion" ], "category": "Work & society", "definition": "Diversity, equity and inclusion: organizational policies concerning representation, access and workplace treatment.", "mentions": 209, "episodeCount": 51, "recentEpisodeCount": 15, "historicalEpisodeCount": 36, "coveragePct": 12.6, "firstSeen": "2022-06-02", "lastSeen": "2026-08-24", "relevanceScore": 101.35, "sources": [ { "title": "Graham Allison on the Global Realignment: Iran, China, Israel, Greenland", "date": "2026-03-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000754101449", "excerpt": "I mean, if you look at people, college graduates now that graduated in, I don't know, DEI subjects, they're having trouble getting jobs.", "wordCount": 23 }, { "title": "LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland", "date": "2025-01-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000683542976", "excerpt": "The incompetence of California's government, DEI, Ukraine, I mean, everybody is superimposing on this natural disaster, whatever their pet issues are.", "wordCount": 21 } ], "rank": 14 }, { "term": "Wealth tax", "aliases": [ "wealth tax" ], "category": "Work & society", "definition": "An annual tax on a person’s net assets rather than only income or realized gains.", "mentions": 92, "episodeCount": 35, "recentEpisodeCount": 20, "historicalEpisodeCount": 15, "coveragePct": 8.6, "firstSeen": "2020-09-09", "lastSeen": "2026-07-24", "relevanceScore": 99.53, "sources": [ { "title": "Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more", "date": "2022-04-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000555931986", "excerpt": "So last year they floated the trial balloon about basically doing a wealth tax and everyone hated it.", "wordCount": 18 }, { "title": "John Fetterman: The Rogue Democrat Who Broke Party Ranks", "date": "2026-03-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000755950581", "excerpt": "Do you think we are going to find ourselves in that conversation in 2028 and we're going to have a national wealth tax?", "wordCount": 23 } ], "rank": 15 }, { "term": "Antitrust", "aliases": [ "antitrust", "anti-trust" ], "category": "Policy & institutions", "definition": "Law and policy intended to prevent anticompetitive conduct and excessive market power.", "mentions": 156, "episodeCount": 57, "recentEpisodeCount": 11, "historicalEpisodeCount": 46, "coveragePct": 14, "firstSeen": "2020-07-31", "lastSeen": "2026-08-21", "relevanceScore": 95.06, "sources": [ { "title": "Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more", "date": "2023-12-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000638743264", "excerpt": "Well, but that, I mean, I think there was a lot of good basis for that particular antitrust case and Microsoft clearly had a monopoly.", "wordCount": 25 }, { "title": "Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more", "date": "2022-01-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000548652787", "excerpt": "And basically, we're moving or she intends to move the goalposts on antitrust.", "wordCount": 13 } ], "rank": 16 }, { "term": "Open weights", "aliases": [ "open weights", "open-weight", "open source model", "open-source model" ], "category": "AI & models", "definition": "Models whose trained parameters are available for others to inspect, adapt or run.", "mentions": 74, "episodeCount": 30, "recentEpisodeCount": 20, "historicalEpisodeCount": 10, "coveragePct": 7.4, "firstSeen": "2023-07-01", "lastSeen": "2026-08-21", "relevanceScore": 94.32, "sources": [ { "title": "Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy", "date": "2025-10-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000729976138", "excerpt": "And so now we as 80-90 basically made a cost decision to move to this open source model because it was just materially cheaper.", "wordCount": 24 }, { "title": "JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant", "date": "2025-02-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000692415847", "excerpt": "They sent us back the best open source model when our guys were staying closed source for safety reasons.", "wordCount": 19 } ], "rank": 17 }, { "term": "AI agent", "aliases": [ "AI agent", "AI agents", "agentic AI" ], "category": "AI & models", "definition": "A system that can plan, use tools and take multiple actions toward a goal with limited supervision.", "mentions": 54, "episodeCount": 33, "recentEpisodeCount": 19, "historicalEpisodeCount": 14, "coveragePct": 8.1, "firstSeen": "2023-02-11", "lastSeen": "2026-08-29", "relevanceScore": 94.01, "sources": [ { "title": "The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour", "date": "2026-07-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000776685156", "excerpt": "Yeah, it's slowly becoming that you will be asking for, give me an AI agent, effectively, on the call.", "wordCount": 19 }, { "title": "Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV", "date": "2026-02-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000749672790", "excerpt": "And I think a key skill of employees is going to be the ability to structure work for themselves and their AI agents.", "wordCount": 23 } ], "rank": 18 }, { "term": "Gross margin", "aliases": [ "gross margin", "gross margins" ], "category": "Startups & markets", "definition": "Revenue remaining after direct delivery costs, before operating expenses.", "mentions": 118, "episodeCount": 44, "recentEpisodeCount": 14, "historicalEpisodeCount": 30, "coveragePct": 10.8, "firstSeen": "2021-04-01", "lastSeen": "2026-08-29", "relevanceScore": 90.78, "sources": [ { "title": "Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more", "date": "2024-01-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000642272547", "excerpt": "Yeah, I mean, I think we should differentiate between gross margin and then the net operating margin or profit, right?", "wordCount": 20 }, { "title": "Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked", "date": "2023-12-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000639504580", "excerpt": "I mean, obviously, in economics, obviously, a company that has 80% gross margins is different than a company that has 20% gross margins.", "wordCount": 23 } ], "rank": 19 }, { "term": "Frontier model", "aliases": [ "frontier model", "frontier lab" ], "category": "AI & models", "definition": "A model at the leading edge of capability, usually requiring exceptional data, compute and capital.", "mentions": 49, "episodeCount": 23, "recentEpisodeCount": 21, "historicalEpisodeCount": 2, "coveragePct": 5.7, "firstSeen": "2025-01-31", "lastSeen": "2026-08-26", "relevanceScore": 89.91, "sources": [ { "title": "AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie", "date": "2026-07-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000775400475", "excerpt": "So a frontier lab can't hoover up their proprietary knowledge, their alpha, and turn it into their next product.", "wordCount": 19 }, { "title": "Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition", "date": "2026-01-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746295746", "excerpt": "It's like which frontier model is number one on some sort of metric.", "wordCount": 13 } ], "rank": 20 }, { "term": "TAM", "aliases": [ "TAM", "total addressable market" ], "category": "Startups & markets", "definition": "Total addressable market: the maximum revenue opportunity if a product captured its whole target market.", "mentions": 76, "episodeCount": 33, "recentEpisodeCount": 17, "historicalEpisodeCount": 16, "coveragePct": 8.1, "firstSeen": "2021-03-20", "lastSeen": "2026-08-14", "relevanceScore": 88.34, "sources": [ { "title": "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage", "date": "2026-06-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771886697", "excerpt": "I mean, human biology and health care, it's probably the largest TAM in the world, so super interested in that.", "wordCount": 20 }, { "title": "The role of decentralization, China/US breakdown & more with Bestie Guestie Balaji Srinivasan", "date": "2021-09-25", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000536557379", "excerpt": "I mean, I mean, what this this leaker makes money under like key tam.", "wordCount": 14 } ], "rank": 21 }, { "term": "Job displacement", "aliases": [ "job displacement", "jobs displaced", "displaced workers" ], "category": "Work & society", "definition": "Workers or roles being eliminated or restructured by technology, trade or organizational change.", "mentions": 55, "episodeCount": 26, "recentEpisodeCount": 18, "historicalEpisodeCount": 8, "coveragePct": 6.4, "firstSeen": "2023-05-19", "lastSeen": "2026-08-14", "relevanceScore": 84.03, "sources": [ { "title": "Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?", "date": "2025-12-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000742062281", "excerpt": "Yeah, I have been trying to bring up that as an industry, we have not recognized people's valid concerns about job displacement.", "wordCount": 22 }, { "title": "Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement", "date": "2025-09-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000727254479", "excerpt": "I think, listen, it's a big issue for AI in general, and job displacement, you see it with younger graduates as well.", "wordCount": 22 } ], "rank": 22 }, { "term": "Moat", "aliases": [ "moat", "competitive moat" ], "category": "Startups & markets", "definition": "A durable competitive advantage that prevents rivals from eroding returns.", "mentions": 61, "episodeCount": 37, "recentEpisodeCount": 11, "historicalEpisodeCount": 26, "coveragePct": 9.1, "firstSeen": "2020-12-04", "lastSeen": "2026-07-13", "relevanceScore": 74.13, "sources": [ { "title": "GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay", "date": "2026-06-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000773940271", "excerpt": "I mean, I followed eBay for a very long time and I came to appreciate their experience, their moat in the collectible space.", "wordCount": 23 }, { "title": "Charles & Chase Koch on How They Quietly Built a $150B Empire", "date": "2026-05-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000767466968", "excerpt": "And they've got a durable moat so he can make a long-term investment.", "wordCount": 13 } ], "rank": 23 }, { "term": "Compute", "aliases": [ "AI compute", "compute capacity", "compute cluster" ], "category": "Compute & infrastructure", "definition": "The processing capacity used to train and run AI models.", "mentions": 25, "episodeCount": 18, "recentEpisodeCount": 13, "historicalEpisodeCount": 5, "coveragePct": 4.4, "firstSeen": "2022-12-16", "lastSeen": "2026-08-14", "relevanceScore": 60.26, "sources": [ { "title": "OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute", "date": "2026-06-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000770794236", "excerpt": "The estimates I've seen is that to stand up one gigawatt of AI compute costs about $50 billion.", "wordCount": 18 }, { "title": "OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out", "date": "2026-04-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000762060421", "excerpt": "And Sacks, to your point, you mentioned this on X, you're like, there was all this doomerism, but maybe it was tied to compute capacity.", "wordCount": 25 } ], "rank": 24 }, { "term": "SPAC", "aliases": [ "SPAC", "special purpose acquisition company" ], "category": "Startups & markets", "definition": "A listed shell company created to merge with a private business and take it public.", "mentions": 135, "episodeCount": 40, "recentEpisodeCount": 5, "historicalEpisodeCount": 35, "coveragePct": 9.9, "firstSeen": "2020-07-11", "lastSeen": "2026-06-06", "relevanceScore": 59.91, "sources": [ { "title": "Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump", "date": "2022-11-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000586789342", "excerpt": "Basically, I pulled all IPOs since 2020 So this excludes all SPAC mergers and real estate, finance, material, energy, utility.", "wordCount": 20 }, { "title": "California's collapse, how SPACs are opening the markets for growth stocks & more", "date": "2020-09-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000490588896", "excerpt": "But what is your take on how many SPACs have been created since you like literally single-handedly restarted the SPAC movement, Chamath?", "wordCount": 22 } ], "rank": 25 }, { "term": "TPU", "aliases": [ "TPU", "TPUs", "tensor processing unit" ], "category": "Compute & infrastructure", "definition": "Google’s specialized processor for machine-learning workloads.", "mentions": 46, "episodeCount": 23, "recentEpisodeCount": 11, "historicalEpisodeCount": 12, "coveragePct": 5.7, "firstSeen": "2022-11-19", "lastSeen": "2026-06-26", "relevanceScore": 59.85, "sources": [ { "title": "Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis", "date": "2024-02-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000644809294", "excerpt": "And Sundar said in a press release, he mentioned that they had rolled their own silicon for machine learning called TPU.", "wordCount": 21 }, { "title": "SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!", "date": "2023-06-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000616425063", "excerpt": "I've told this story before, but I pinged those guys and I was basically like, I just wanna meet the team that built the TPU.", "wordCount": 25 } ], "rank": 26 }, { "term": "Vibe coding", "aliases": [ "vibe coding", "vibe code" ], "category": "AI & models", "definition": "Building software mainly by describing intent to an AI coding system and iterating on its output.", "mentions": 31, "episodeCount": 16, "recentEpisodeCount": 12, "historicalEpisodeCount": 4, "coveragePct": 3.9, "firstSeen": "2025-05-02", "lastSeen": "2026-07-15", "relevanceScore": 55.47, "sources": [ { "title": "More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts", "date": "2026-07-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000776336539", "excerpt": "It's not just the person who works in HR, you know, using cloud code or perplexity or whatever, and trying to vibe code something.", "wordCount": 24 }, { "title": "Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot", "date": "2026-02-28", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000752035076", "excerpt": "There was a silly piece in it or a section in it where they said AI agents would vibe code their way to displacing DoorDash.", "wordCount": 25 } ], "rank": 27 }, { "term": "Export controls", "aliases": [ "export control", "export controls" ], "category": "Policy & institutions", "definition": "Rules limiting the sale of sensitive technology or materials to specific countries or entities.", "mentions": 53, "episodeCount": 21, "recentEpisodeCount": 10, "historicalEpisodeCount": 11, "coveragePct": 5.2, "firstSeen": "2022-03-19", "lastSeen": "2026-08-24", "relevanceScore": 54.99, "sources": [ { "title": "Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis", "date": "2025-10-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000732378933", "excerpt": "However, on Wednesday, Bessent called the export controls unacceptable and that it's China versus the free world.", "wordCount": 17 }, { "title": "World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal", "date": "2026-06-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000773469671", "excerpt": "And this happened before all the export controls, quote, badly damaged officials' confidence in the company's ability to safeguard sensitive technology.", "wordCount": 21 } ], "rank": 28 }, { "term": "Quantum computing", "aliases": [ "quantum computing", "quantum computer" ], "category": "Science & health", "definition": "Computing that uses quantum states to perform certain calculations differently from classical machines.", "mentions": 74, "episodeCount": 22, "recentEpisodeCount": 9, "historicalEpisodeCount": 13, "coveragePct": 5.4, "firstSeen": "2021-03-20", "lastSeen": "2026-08-24", "relevanceScore": 53.32, "sources": [ { "title": "Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits", "date": "2026-03-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000757784841", "excerpt": "I think in addition to AI, other areas that are interesting are nuclear power, quantum computing, advanced semiconductors, all these different areas.", "wordCount": 22 }, { "title": "Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom", "date": "2026-03-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000753799291", "excerpt": "We have quantum computing, which you and I, and Emil Michael and others have done with our SPAC and D-Wave.", "wordCount": 20 } ], "rank": 29 }, { "term": "Hallucination", "aliases": [ "hallucination", "hallucinate", "hallucinations" ], "category": "AI & models", "definition": "A confident model output that is unsupported, invented or factually wrong.", "mentions": 29, "episodeCount": 22, "recentEpisodeCount": 9, "historicalEpisodeCount": 13, "coveragePct": 5.4, "firstSeen": "2023-03-31", "lastSeen": "2026-08-18", "relevanceScore": 52.4, "sources": [ { "title": "Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos", "date": "2026-01-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746435450", "excerpt": "Early on, there are definitely problems with hallucination and the like that Americans we're very intolerant to.", "wordCount": 17 }, { "title": "2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more", "date": "2023-06-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000615470953", "excerpt": "The other thing people are coming to is because of so much, what's the term, hallucinations that people are using?", "wordCount": 20 } ], "rank": 30 }, { "term": "Monetary policy", "aliases": [ "monetary policy" ], "category": "Macro & finance", "definition": "Central-bank decisions about interest rates, money and financial conditions.", "mentions": 36, "episodeCount": 25, "recentEpisodeCount": 7, "historicalEpisodeCount": 18, "coveragePct": 6.2, "firstSeen": "2021-06-13", "lastSeen": "2026-08-14", "relevanceScore": 49.61, "sources": [ { "title": "Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon", "date": "2025-04-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000704069760", "excerpt": "I mean, if you listen to Ray Dalio, he talks about a disaster coming with monetary policy, right?", "wordCount": 18 }, { "title": "Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick", "date": "2026-02-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000748626764", "excerpt": "If we don't address both the monetary policy and the budget policy, I think we're going to be in a lot of trouble.", "wordCount": 23 } ], "rank": 31 }, { "term": "Secondary market", "aliases": [ "secondary market", "secondaries", "secondary shares" ], "category": "Startups & markets", "definition": "Trading private-company shares between investors or employees before an IPO.", "mentions": 48, "episodeCount": 27, "recentEpisodeCount": 6, "historicalEpisodeCount": 21, "coveragePct": 6.7, "firstSeen": "2021-02-03", "lastSeen": "2026-06-23", "relevanceScore": 48.89, "sources": [ { "title": "US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI", "date": "2024-01-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000641555478", "excerpt": "As they were expanding to figure out other businesses to come into, they got into what's called the secondary market.", "wordCount": 20 }, { "title": "Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries", "date": "2026-06-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771572832", "excerpt": "So I thought that was a decent setup to start the conversation this morning, just to level set how important secondaries have become.", "wordCount": 23 } ], "rank": 32 }, { "term": "Moore’s Law", "aliases": [ "Moore's Law", "Moore’s Law" ], "category": "Science & health", "definition": "The long-running observation that the number of transistors on leading chips grows exponentially over time.", "mentions": 31, "episodeCount": 20, "recentEpisodeCount": 8, "historicalEpisodeCount": 12, "coveragePct": 4.9, "firstSeen": "2021-05-13", "lastSeen": "2026-08-24", "relevanceScore": 47.47, "sources": [ { "title": "The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel", "date": "2026-06-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771463858", "excerpt": "We are going to find the next version of Moore's Law, which I think is more time-bounded, not transistor density bounded.", "wordCount": 21 }, { "title": "Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China", "date": "2026-08-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000785633747", "excerpt": "Arguably, people call it Aeroom's Law, it's like Moore's Law in reversed.", "wordCount": 12 } ], "rank": 33 }, { "term": "Training run", "aliases": [ "training run", "model training" ], "category": "AI & models", "definition": "The compute-intensive process that adjusts a model’s parameters using a large body of data.", "mentions": 23, "episodeCount": 14, "recentEpisodeCount": 10, "historicalEpisodeCount": 4, "coveragePct": 3.4, "firstSeen": "2023-06-16", "lastSeen": "2026-08-08", "relevanceScore": 47.18, "sources": [ { "title": "Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs", "date": "2026-07-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000776198638", "excerpt": "On the one hand, we are always looking for researchers who have experienced in large-scale model training, experience in diffusion model training, flow matching training.", "wordCount": 25 }, { "title": "NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage", "date": "2025-10-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733393647", "excerpt": "Remember that all these models, when you do a big training run, you go and you try to run it against some set of benchmarks.", "wordCount": 25 } ], "rank": 34 }, { "term": "Distillation", "aliases": [ "model distillation", "distillation" ], "category": "AI & models", "definition": "Training a smaller model to reproduce useful behavior from a larger model.", "mentions": 58, "episodeCount": 12, "recentEpisodeCount": 10, "historicalEpisodeCount": 2, "coveragePct": 3, "firstSeen": "2025-01-04", "lastSeen": "2026-08-21", "relevanceScore": 46.08, "sources": [ { "title": "DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks", "date": "2025-01-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000687638652", "excerpt": "And now they're crying foul that the Chinese stole or trained, did what's called distillation of their model in order to build theirs.", "wordCount": 23 } ], "rank": 35 }, { "term": "Universal basic income", "aliases": [ "universal basic income", "UBI" ], "category": "Work & society", "definition": "A recurring cash payment provided broadly without a work requirement.", "mentions": 67, "episodeCount": 23, "recentEpisodeCount": 6, "historicalEpisodeCount": 17, "coveragePct": 5.7, "firstSeen": "2020-03-15", "lastSeen": "2026-08-21", "relevanceScore": 45.22, "sources": [ { "title": "Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg", "date": "2020-06-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000478760582", "excerpt": "And some things, for example, like universal basic income or what is our national policy towards China, those are political issues.", "wordCount": 21 }, { "title": "Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes", "date": "2025-12-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000741085594", "excerpt": "By the way, that whole UBI narrative, I think Sam was like telling that a couple of years ago.", "wordCount": 19 } ], "rank": 36 }, { "term": "Fine-tuning", "aliases": [ "fine-tuning", "fine tuning", "fine-tune" ], "category": "AI & models", "definition": "Additional training that adapts a general model to a narrower task, style or body of knowledge.", "mentions": 32, "episodeCount": 17, "recentEpisodeCount": 8, "historicalEpisodeCount": 9, "coveragePct": 4.2, "firstSeen": "2023-05-19", "lastSeen": "2026-07-28", "relevanceScore": 44.5, "sources": [ { "title": "Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis", "date": "2026-03-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000756188610", "excerpt": "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own.", "wordCount": 23 }, { "title": "Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more", "date": "2024-03-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000649381883", "excerpt": "If you watch it, you can see Devin fixing bugs in real time, fine-tuning an AI model, building apps end-to-end.", "wordCount": 20 } ], "rank": 37 }, { "term": "ASI", "aliases": [ "ASI", "artificial superintelligence", "superintelligence" ], "category": "AI & models", "definition": "Artificial superintelligence: a hypothetical system whose capabilities substantially exceed the best humans across most domains.", "mentions": 37, "episodeCount": 15, "recentEpisodeCount": 8, "historicalEpisodeCount": 7, "coveragePct": 3.7, "firstSeen": "2024-02-23", "lastSeen": "2026-08-21", "relevanceScore": 42.64, "sources": [ { "title": "Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback", "date": "2026-08-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783368405", "excerpt": "He says superintelligence is invention, not automation, and that AI safety should be based on the balance of power, no singular centralized intelligence.", "wordCount": 23 }, { "title": "Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more", "date": "2024-06-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000660612288", "excerpt": "The company is special in that its first product will be the safe superintelligence, and it will not do anything else until then.", "wordCount": 23 } ], "rank": 38 }, { "term": "HBM", "aliases": [ "HBM", "high bandwidth memory", "high-bandwidth memory" ], "category": "Compute & infrastructure", "definition": "High-bandwidth memory placed near AI accelerators to feed them data quickly.", "mentions": 33, "episodeCount": 12, "recentEpisodeCount": 9, "historicalEpisodeCount": 3, "coveragePct": 3, "firstSeen": "2024-04-12", "lastSeen": "2026-06-26", "relevanceScore": 42.53, "sources": [ { "title": "Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter", "date": "2026-06-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000774412562", "excerpt": "If you don't know Micron, they are one of only three companies on earth that make high bandwidth memory.", "wordCount": 19 }, { "title": "Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally", "date": "2025-10-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000731223681", "excerpt": "And then it occurred to me, wow, he's buying forward capacity on HBM because now he can allocate that share.", "wordCount": 20 } ], "rank": 39 }, { "term": "Multipolar world", "aliases": [ "multipolar", "multipolar world" ], "category": "Geopolitics & defense", "definition": "A global order with several meaningful power centers instead of one dominant superpower.", "mentions": 34, "episodeCount": 16, "recentEpisodeCount": 6, "historicalEpisodeCount": 10, "coveragePct": 3.9, "firstSeen": "2022-03-05", "lastSeen": "2026-08-26", "relevanceScore": 37.56, "sources": [ { "title": "Winning the AI Race Part 2: Vice President JD Vance", "date": "2025-07-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000718734509", "excerpt": "Are you comfortable with a multipolar world, or do you still think that there should be American primacy on a global stage?", "wordCount": 22 }, { "title": "John Mearsheimer and Jeffrey Sachs | All-In Summit 2024", "date": "2024-10-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000671463840", "excerpt": "We live in a multipolar world right now, and they have, in some cases, very nefarious or bad intent, and they do not have democracy.", "wordCount": 25 } ], "rank": 40 }, { "term": "Product-market fit", "aliases": [ "product-market fit", "product market fit" ], "category": "Startups & markets", "definition": "Strong evidence that a product satisfies a real market with repeatable demand.", "mentions": 48, "episodeCount": 27, "recentEpisodeCount": 2, "historicalEpisodeCount": 25, "coveragePct": 6.7, "firstSeen": "2021-03-20", "lastSeen": "2026-07-15", "relevanceScore": 36.89, "sources": [ { "title": "CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder", "date": "2026-02-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000749071799", "excerpt": "So when you first launched Binance, was it an instant hit or did it take energy to find that product market fit?", "wordCount": 22 }, { "title": "Can Google save itself? AI takes over Customer Support, Reddit IPO teardown", "date": "2024-03-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000647711654", "excerpt": "A one-person company should be able to spend less than a few hundred grand to get to product market fit in the next few years.", "wordCount": 25 } ], "rank": 41 }, { "term": "Market structure", "aliases": [ "market structure" ], "category": "Crypto & market structure", "definition": "The rules and institutions governing how assets are issued, traded, cleared and supervised.", "mentions": 30, "episodeCount": 12, "recentEpisodeCount": 7, "historicalEpisodeCount": 5, "coveragePct": 3, "firstSeen": "2023-03-11", "lastSeen": "2026-08-14", "relevanceScore": 36.43, "sources": [ { "title": "Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!", "date": "2026-01-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746374540", "excerpt": "Well, that's been the focus of this attendance at Davos is we are trying to get market structure legislation done for crypto.", "wordCount": 22 } ], "rank": 42 }, { "term": "Soft landing", "aliases": [ "soft landing" ], "category": "Macro & finance", "definition": "Reducing inflation without causing a recession or severe labor-market damage.", "mentions": 61, "episodeCount": 32, "recentEpisodeCount": 0, "historicalEpisodeCount": 32, "coveragePct": 7.9, "firstSeen": "2020-11-04", "lastSeen": "2025-05-02", "relevanceScore": 36.13, "sources": [ { "title": "The Bestie Awards! Recapping the best and worst of 2023", "date": "2023-12-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000640031471", "excerpt": "I mean, I think most people were betting on a recession in 23 They thought that a soft landing would be almost impossible.", "wordCount": 23 }, { "title": "Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps", "date": "2022-07-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000569230579", "excerpt": "We could just basically give them severance and a soft landing instead of this craziness.", "wordCount": 15 } ], "rank": 43 }, { "term": "Meritocracy", "aliases": [ "meritocracy", "merit-based" ], "category": "Work & society", "definition": "A system that allocates opportunity or status according to demonstrated ability and achievement.", "mentions": 48, "episodeCount": 23, "recentEpisodeCount": 3, "historicalEpisodeCount": 20, "coveragePct": 5.7, "firstSeen": "2021-06-13", "lastSeen": "2026-08-24", "relevanceScore": 35.89, "sources": [ { "title": "Presidential Candidate Chris Christie in conversation with the Besties", "date": "2023-09-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000627243985", "excerpt": "I mean, so I have talked about my town hall meetings about Republicans should be advocating for a merit-based immigration system.", "wordCount": 21 }, { "title": "Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win", "date": "2025-09-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725782406", "excerpt": "If you, in France, for those of you who aren't French, France is religiously focused on meritocracy.", "wordCount": 17 } ], "rank": 44 }, { "term": "Tokenization", "aliases": [ "tokenization", "tokenizing", "tokenized asset" ], "category": "Crypto & market structure", "definition": "Representing ownership of an asset as a programmable blockchain token.", "mentions": 16, "episodeCount": 9, "recentEpisodeCount": 8, "historicalEpisodeCount": 1, "coveragePct": 2.2, "firstSeen": "2025-07-19", "lastSeen": "2026-06-07", "relevanceScore": 35.83, "sources": [ { "title": "Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future", "date": "2025-09-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000726877086", "excerpt": "There was a lot of people that were like, wow, this is a little too disruptive, tokenizing these stocks, putting them on the blockchain.", "wordCount": 24 }, { "title": "The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025", "date": "2025-09-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725661367", "excerpt": "So if we can actually bring the institutional ecosystem into crypto assets, we bring tokenization into securities assets.", "wordCount": 18 } ], "rank": 45 }, { "term": "CRISPR", "aliases": [ "CRISPR" ], "category": "Science & health", "definition": "A gene-editing system that can make targeted changes to DNA.", "mentions": 62, "episodeCount": 22, "recentEpisodeCount": 3, "historicalEpisodeCount": 19, "coveragePct": 5.4, "firstSeen": "2020-03-15", "lastSeen": "2026-08-29", "relevanceScore": 35.14, "sources": [ { "title": "2022 Bestie Awards Live from Twitter HQ", "date": "2022-12-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000591179129", "excerpt": "And it was uncurable. a lab in the UK basically using CRISPR edited these transplant T-cells to go in and wipe out her cancer.", "wordCount": 24 }, { "title": "Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package", "date": "2025-10-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000731731813", "excerpt": "And that's the convergence of sequencing technologies and artificial intelligence and technologies like CRISPR gene editing.", "wordCount": 16 } ], "rank": 46 }, { "term": "SaaSpocalypse", "aliases": [ "SaaSpocalypse", "SaaS apocalypse" ], "category": "Startups & markets", "definition": "The thesis that AI agents will compress prices, seats and margins across traditional software businesses.", "mentions": 20, "episodeCount": 8, "recentEpisodeCount": 8, "historicalEpisodeCount": 0, "coveragePct": 2, "firstSeen": "2026-02-28", "lastSeen": "2026-08-29", "relevanceScore": 35.04, "sources": [ { "title": "Trump-Xi Summit, Benioff: \"Not My First SaaSpocalypse,\" OpenAI vs Apple, Multi-Sensory AI, El Niño", "date": "2026-05-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000768018071", "excerpt": "I mean, it's not my first SaaSpocalypse, honestly, but it's the current SaaSpocalypse.", "wordCount": 13 } ], "rank": 47 }, { "term": "Net dollar retention", "aliases": [ "net dollar retention", "NDR", "net revenue retention" ], "category": "Startups & markets", "definition": "How recurring revenue from an existing customer cohort changes after expansion, contraction and churn.", "mentions": 19, "episodeCount": 13, "recentEpisodeCount": 6, "historicalEpisodeCount": 7, "coveragePct": 3.2, "firstSeen": "2021-08-06", "lastSeen": "2026-08-29", "relevanceScore": 34, "sources": [ { "title": "WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more", "date": "2023-10-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000632873145", "excerpt": "But if you are at 100% net dollar retention, okay, which means that you're kind of treading water, essentially.", "wordCount": 19 }, { "title": "Innovative venture strategies, Zymergen's implosion, Square acquires AfterPay, future of fintech & more", "date": "2021-08-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000531168383", "excerpt": "Look, we look at ARR, we look at net revenue retention, we look at churn, we look at CAC, and we look at your financials.", "wordCount": 25 } ], "rank": 48 }, { "term": "Section 230", "aliases": [ "Section 230" ], "category": "Policy & institutions", "definition": "The US law limiting platforms’ liability for user content while allowing content moderation.", "mentions": 117, "episodeCount": 23, "recentEpisodeCount": 2, "historicalEpisodeCount": 21, "coveragePct": 5.7, "firstSeen": "2020-07-31", "lastSeen": "2026-03-27", "relevanceScore": 33.77, "sources": [ { "title": "Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History", "date": "2025-08-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000722879566", "excerpt": "And the way it was working was, as you guys know, these big tech platforms have something called Section 230 protection, right?", "wordCount": 22 }, { "title": "\"Founder Mode,\" DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?", "date": "2024-09-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000668648499", "excerpt": "In the past, algorithmic decisions, as we've talked about here, were protected under Section 230 of the Communications Decency Act.", "wordCount": 20 } ], "rank": 49 }, { "term": "Unit economics", "aliases": [ "unit economics" ], "category": "Startups & markets", "definition": "The revenue, cost and profit associated with one customer, product or transaction.", "mentions": 28, "episodeCount": 21, "recentEpisodeCount": 3, "historicalEpisodeCount": 18, "coveragePct": 5.2, "firstSeen": "2020-03-19", "lastSeen": "2026-08-05", "relevanceScore": 33.37, "sources": [ { "title": "2025 Predictions with bestie Gavin Baker", "date": "2025-01-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000682614648", "excerpt": "Look, I mean, the Chinese companies, and they have the best unit economics, they have the best cost of production.", "wordCount": 20 }, { "title": "Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more", "date": "2022-10-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000582630529", "excerpt": "And you can't create fake businesses where you're buying growth that's not economically justified, where you've got negative unit economics around the growth.", "wordCount": 23 } ], "rank": 50 }, { "term": "Synthetic data", "aliases": [ "synthetic data" ], "category": "AI & models", "definition": "Artificially generated training examples used to supplement or replace human-created data.", "mentions": 23, "episodeCount": 12, "recentEpisodeCount": 6, "historicalEpisodeCount": 6, "coveragePct": 3, "firstSeen": "2024-01-06", "lastSeen": "2026-07-10", "relevanceScore": 33.18, "sources": [ { "title": "Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia", "date": "2025-10-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000734501469", "excerpt": "But meaning like totally unsupervised, just a complete training run on its own, totally synthetic data, no seeded set, nothing.", "wordCount": 20 }, { "title": "Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit", "date": "2025-09-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000726577085", "excerpt": "Yeah, it was trained off of video and some synthetic data from game engines, and it's just reverse-engineered it.", "wordCount": 19 } ], "rank": 51 }, { "term": "Private credit", "aliases": [ "private credit" ], "category": "Macro & finance", "definition": "Loans made by non-bank investment funds rather than public bond markets or traditional banks.", "mentions": 17, "episodeCount": 11, "recentEpisodeCount": 6, "historicalEpisodeCount": 5, "coveragePct": 2.7, "firstSeen": "2022-12-16", "lastSeen": "2026-07-20", "relevanceScore": 31.89, "sources": [ { "title": "1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned", "date": "2025-10-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000732119543", "excerpt": "I think the credit, the private credit world, we don't really know where all the leverage lies right now.", "wordCount": 19 }, { "title": "Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back", "date": "2026-06-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771368217", "excerpt": "It does traditional private credit, direct sponsor financing, direct lending, and workouts, which is very important.", "wordCount": 16 } ], "rank": 52 }, { "term": "Critical minerals", "aliases": [ "critical mineral", "critical minerals" ], "category": "Geopolitics & defense", "definition": "Materials essential to chips, batteries, defense and energy systems whose supply is strategically vulnerable.", "mentions": 28, "episodeCount": 13, "recentEpisodeCount": 5, "historicalEpisodeCount": 8, "coveragePct": 3.2, "firstSeen": "2021-05-31", "lastSeen": "2026-08-24", "relevanceScore": 31.37, "sources": [ { "title": "Dan Dreyfus: America's Critical Minerals Crisis is Here", "date": "2026-06-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771965806", "excerpt": "What the similarity is amongst all of these end markets is none of them will work without critical minerals.", "wordCount": 19 }, { "title": "Senator Ted Cruz | The All-In Inauguration Series", "date": "2025-01-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000684618347", "excerpt": "It also makes an enormous perspective from critical minerals and rare earth minerals.", "wordCount": 13 } ], "rank": 53 }, { "term": "Sovereign AI", "aliases": [ "sovereign AI", "AI sovereignty" ], "category": "Compute & infrastructure", "definition": "A nation’s ability to develop and run AI using infrastructure, data and rules it controls.", "mentions": 12, "episodeCount": 7, "recentEpisodeCount": 7, "historicalEpisodeCount": 0, "coveragePct": 1.7, "firstSeen": "2026-01-30", "lastSeen": "2026-07-24", "relevanceScore": 30.56, "sources": [ { "title": "Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters", "date": "2026-07-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000777284750", "excerpt": "So that's another open-source win, or win for the open-source community and AI sovereignty.", "wordCount": 14 } ], "rank": 54 }, { "term": "Stablecoin", "aliases": [ "stablecoin", "stablecoins" ], "category": "Crypto & market structure", "definition": "A blockchain token designed to track a conventional asset, usually the US dollar.", "mentions": 73, "episodeCount": 11, "recentEpisodeCount": 5, "historicalEpisodeCount": 6, "coveragePct": 2.7, "firstSeen": "2022-06-30", "lastSeen": "2026-07-18", "relevanceScore": 30.3, "sources": [ { "title": "Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law", "date": "2025-07-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000718032151", "excerpt": "Therefore, when a stablecoin holder eventually wants to cash out, and they go to basically an off-ramp, the money will actually be there.", "wordCount": 23 }, { "title": "All-In x Kill Tony: A Hilarious Holiday Special", "date": "2025-12-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000742635986", "excerpt": "Yes, thank you Google Cloud Circle for StableCoins, OKX, thanks for all the love, GROK, SonicFlights, IREN has got an incredible lounge.", "wordCount": 22 } ], "rank": 55 }, { "term": "Sovereign wealth fund", "aliases": [ "sovereign wealth fund" ], "category": "Macro & finance", "definition": "A government-owned investment fund that holds financial assets for national objectives.", "mentions": 61, "episodeCount": 17, "recentEpisodeCount": 3, "historicalEpisodeCount": 14, "coveragePct": 4.2, "firstSeen": "2023-03-03", "lastSeen": "2026-06-13", "relevanceScore": 30.13, "sources": [ { "title": "Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough", "date": "2025-08-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000724103703", "excerpt": "I like the idea of putting that equity in the Sovereign Wealth Fund, and yeah, it could go to Social Security.", "wordCount": 21 }, { "title": "Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections", "date": "2026-06-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000772451889", "excerpt": "The shares go into a government sovereign wealth fund and would give the public voting rights and equal board representation at each company.", "wordCount": 23 } ], "rank": 56 }, { "term": "Foundation model", "aliases": [ "foundation model" ], "category": "AI & models", "definition": "A broadly trained model that can be adapted to many downstream applications rather than one narrow task.", "mentions": 19, "episodeCount": 12, "recentEpisodeCount": 5, "historicalEpisodeCount": 7, "coveragePct": 3, "firstSeen": "2023-03-03", "lastSeen": "2026-07-15", "relevanceScore": 30, "sources": [ { "title": "AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner", "date": "2023-03-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000602684760", "excerpt": "I mean, this may end up looking like iOS and Android at the foundation model level.", "wordCount": 16 }, { "title": "DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more", "date": "2024-03-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000650155674", "excerpt": "Do you think it's going to be by the chip companies, the foundation model companies, the infrastructure companies, or the applications?", "wordCount": 21 } ], "rank": 57 }, { "term": "Closed model", "aliases": [ "closed model", "closed-source model", "proprietary model" ], "category": "AI & models", "definition": "A model whose weights and internal training details remain controlled by its developer.", "mentions": 13, "episodeCount": 9, "recentEpisodeCount": 6, "historicalEpisodeCount": 3, "coveragePct": 2.2, "firstSeen": "2024-02-09", "lastSeen": "2026-07-18", "relevanceScore": 29.64, "sources": [ { "title": "Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser", "date": "2024-06-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000659078968", "excerpt": "They don't want a proprietary model to invest in, but the best model right now is a proprietary model.", "wordCount": 19 } ], "rank": 58 }, { "term": "Multimodal", "aliases": [ "multimodal", "multi-modal" ], "category": "AI & models", "definition": "Able to understand or generate more than one medium, such as text, images, audio and video.", "mentions": 25, "episodeCount": 14, "recentEpisodeCount": 4, "historicalEpisodeCount": 10, "coveragePct": 3.4, "firstSeen": "2022-10-07", "lastSeen": "2026-07-10", "relevanceScore": 29.26, "sources": [ { "title": "Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update", "date": "2023-12-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000637880219", "excerpt": "And obviously the multimodal means you're seeing an image and you're getting text back.", "wordCount": 14 }, { "title": "TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?", "date": "2023-09-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000629694042", "excerpt": "That's part of the multimodal demo that OpenAI showed this week is it has video and it has camera integration.", "wordCount": 20 } ], "rank": 59 }, { "term": "mRNA", "aliases": [ "mRNA", "messenger RNA" ], "category": "Science & health", "definition": "Messenger RNA: biological instructions that tell cells which proteins to make.", "mentions": 57, "episodeCount": 21, "recentEpisodeCount": 1, "historicalEpisodeCount": 20, "coveragePct": 5.2, "firstSeen": "2020-06-20", "lastSeen": "2026-08-29", "relevanceScore": 28.06, "sources": [ { "title": "China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more", "date": "2021-07-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000530472796", "excerpt": "I mean, I think what it shows is that these COVID vaccines are just the first product, the first breakthrough product of this mRNA technology.", "wordCount": 25 }, { "title": "Salesforce acquires Slack, DeepMind's AlphaFold breakthrough, Trust Fund Socialists & more", "date": "2020-12-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000501304741", "excerpt": "So like last week, we were talking about the ability now to basically print, you know, a vaccine using this mRNA technique within two days.", "wordCount": 25 } ], "rank": 60 }, { "term": "Yield curve", "aliases": [ "yield curve", "yield-curve" ], "category": "Macro & finance", "definition": "The relationship between government-bond interest rates and their maturities.", "mentions": 33, "episodeCount": 17, "recentEpisodeCount": 2, "historicalEpisodeCount": 15, "coveragePct": 4.2, "firstSeen": "2021-12-11", "lastSeen": "2026-08-29", "relevanceScore": 26.53, "sources": [ { "title": "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala", "date": "2024-09-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000670207078", "excerpt": "So something is really off and kind of broken when short rates go above long rates, the yield curve inverts.", "wordCount": 20 }, { "title": "Google enters AI wars, Druck's warning, Trump crushes CNN & more", "date": "2023-05-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000612829944", "excerpt": "And I do think that they'll be able to get durational assets that are that far out on the yield curve.", "wordCount": 21 } ], "rank": 61 }, { "term": "Deterrence", "aliases": [ "deterrence" ], "category": "Geopolitics & defense", "definition": "Preventing an attack by making its expected cost or chance of failure unacceptably high.", "mentions": 22, "episodeCount": 10, "recentEpisodeCount": 4, "historicalEpisodeCount": 6, "coveragePct": 2.5, "firstSeen": "2022-02-24", "lastSeen": "2026-08-13", "relevanceScore": 25.14, "sources": [ { "title": "Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats", "date": "2026-08-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000783055255", "excerpt": "Because remember, there's a security piece and there's a deterrence piece and our deterrence piece is very weakened right now.", "wordCount": 20 }, { "title": "Eric Schmidt on AI, the Battle with China, and the Future of America", "date": "2025-09-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000728295924", "excerpt": "And therefore the deterrence against attacking each other will be very high.", "wordCount": 12 } ], "rank": 62 }, { "term": "GLP-1", "aliases": [ "GLP-1", "GLP1" ], "category": "Science & health", "definition": "A hormone pathway targeted by medicines used for diabetes and weight loss.", "mentions": 33, "episodeCount": 9, "recentEpisodeCount": 4, "historicalEpisodeCount": 5, "coveragePct": 2.2, "firstSeen": "2023-10-20", "lastSeen": "2026-06-13", "relevanceScore": 24.53, "sources": [ { "title": "DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s", "date": "2025-02-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000690112978", "excerpt": "So basically this cohort segmentation allows them to isolate the effect of the GLP-1 drugs.", "wordCount": 15 }, { "title": "Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing", "date": "2025-09-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000728969134", "excerpt": "Four scientists at Lilly decided to combine GLP-1 with another peptide that your stomach produces when you eat that's appetite suppressing.", "wordCount": 21 } ], "rank": 63 }, { "term": "Context window", "aliases": [ "context window", "context length" ], "category": "AI & models", "definition": "The amount of information a model can consider in a single interaction.", "mentions": 29, "episodeCount": 9, "recentEpisodeCount": 4, "historicalEpisodeCount": 5, "coveragePct": 2.2, "firstSeen": "2023-11-11", "lastSeen": "2026-06-26", "relevanceScore": 24.4, "sources": [ { "title": "Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more", "date": "2024-02-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000645644386", "excerpt": "And I used something called Google Notebook, which has a big context window, and you can upload all this stuff.", "wordCount": 20 }, { "title": "Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax", "date": "2024-04-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000653731860", "excerpt": "So that's something that the open source community is going to need to work on, is rolling out foundation models, have a bigger context window.", "wordCount": 25 } ], "rank": 64 }, { "term": "Small modular reactor", "aliases": [ "small modular reactor", "SMR", "SMRs" ], "category": "Energy & climate", "definition": "A smaller standardized nuclear reactor intended to reduce construction risk and cost.", "mentions": 41, "episodeCount": 11, "recentEpisodeCount": 3, "historicalEpisodeCount": 8, "coveragePct": 2.7, "firstSeen": "2020-09-19", "lastSeen": "2026-07-31", "relevanceScore": 23.74, "sources": [ { "title": "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores", "date": "2026-07-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000779342609", "excerpt": "By the time all these ding-dongs build these SMRs on the earth, Elon will have built a completely new engine on Mars and the moon.", "wordCount": 25 }, { "title": "All-In's 2026 Predictions", "date": "2026-01-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000744561004", "excerpt": "And then the SMRs, by the time that they get it done, they may not be able to meet the market either.", "wordCount": 22 } ], "rank": 65 }, { "term": "Heterodox", "aliases": [ "heterodox", "heterodoxy" ], "category": "Science & health", "definition": "Outside the accepted mainstream; often used for contrarian science or policy thinking.", "mentions": 23, "episodeCount": 11, "recentEpisodeCount": 3, "historicalEpisodeCount": 8, "coveragePct": 2.7, "firstSeen": "2021-10-09", "lastSeen": "2026-08-29", "relevanceScore": 23.18, "sources": [ { "title": "First principle politics, China chaos & outlook, state of private/public markets & more", "date": "2022-07-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000570773772", "excerpt": "And so you need forms of heterodoxy to basically reset the status quo.", "wordCount": 13 }, { "title": "Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028", "date": "2026-06-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000774729674", "excerpt": "And I get I get totally yelled at for any bit of heterodoxy, like in particular, like saying, Biden is obviously too old.", "wordCount": 23 } ], "rank": 66 }, { "term": "Peer review", "aliases": [ "peer review", "peer-reviewed" ], "category": "Science & health", "definition": "Evaluation of research by other specialists before or after publication.", "mentions": 13, "episodeCount": 8, "recentEpisodeCount": 4, "historicalEpisodeCount": 4, "coveragePct": 2, "firstSeen": "2021-06-25", "lastSeen": "2026-08-26", "relevanceScore": 22.64, "sources": [ { "title": "Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics", "date": "2026-08-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000786126524", "excerpt": "It is no, you can look it up on Google Ngrams, put quote, space peer review, space close quote.", "wordCount": 19 }, { "title": "LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again", "date": "2023-08-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000623479706", "excerpt": "Yeah, the traditional journal process requires peer review and there's editors at the journal that decide whether or not to publish your paper.", "wordCount": 23 } ], "rank": 67 }, { "term": "CUDA", "aliases": [ "CUDA" ], "category": "Compute & infrastructure", "definition": "Nvidia’s software platform for programming its GPUs, a major source of ecosystem lock-in.", "mentions": 19, "episodeCount": 13, "recentEpisodeCount": 2, "historicalEpisodeCount": 11, "coveragePct": 3.2, "firstSeen": "2023-06-02", "lastSeen": "2026-07-15", "relevanceScore": 22, "sources": [ { "title": "Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding", "date": "2026-07-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000776970213", "excerpt": "But the community around it was continuing to develop for it, and the CUDA software kept getting better generation by generation.", "wordCount": 21 } ], "rank": 68 }, { "term": "DeFi", "aliases": [ "DeFi", "decentralized finance" ], "category": "Crypto & market structure", "definition": "Financial services implemented through blockchain-based software rather than conventional intermediaries.", "mentions": 18, "episodeCount": 10, "recentEpisodeCount": 3, "historicalEpisodeCount": 7, "coveragePct": 2.5, "firstSeen": "2021-03-20", "lastSeen": "2026-01-25", "relevanceScore": 21.94, "sources": [ { "title": "The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026", "date": "2026-01-25", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746594400", "excerpt": "So already today, there have been trillions of dollars of loans made in stable coins through DeFi protocols.", "wordCount": 18 }, { "title": "Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money", "date": "2025-09-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000727376153", "excerpt": "So people want real-world assets on chain because there's demand for, in DeFi, for non-correlated assets.", "wordCount": 16 } ], "rank": 69 }, { "term": "Price discovery", "aliases": [ "price discovery" ], "category": "Startups & markets", "definition": "The market process through which buyers and sellers establish an asset’s price.", "mentions": 16, "episodeCount": 12, "recentEpisodeCount": 2, "historicalEpisodeCount": 10, "coveragePct": 3, "firstSeen": "2021-01-30", "lastSeen": "2026-06-07", "relevanceScore": 20.83, "sources": [ { "title": "Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs", "date": "2025-01-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000684449478", "excerpt": "Somebody shows up and underbids what the true price discovery could be in a few months from now.", "wordCount": 18 }, { "title": "Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner", "date": "2022-03-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000555286386", "excerpt": "You couldn't pry a late stage dollar out of my hand right now, because I don't think that we have real price discovery going on.", "wordCount": 25 } ], "rank": 70 }, { "term": "Model weights", "aliases": [ "model weights", "weights of the model" ], "category": "AI & models", "definition": "The learned numerical parameters that encode a neural network’s behavior.", "mentions": 10, "episodeCount": 6, "recentEpisodeCount": 4, "historicalEpisodeCount": 2, "coveragePct": 1.5, "firstSeen": "2023-05-19", "lastSeen": "2026-07-24", "relevanceScore": 20.4, "sources": [ { "title": "The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?", "date": "2026-07-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000778249497", "excerpt": "We're taking the output of the New York Times and we are deriving our own model weights.", "wordCount": 17 }, { "title": "Sam Altman plays chess with regulators, AI's \"nuclear\" potential, big pharma bundling & more", "date": "2023-05-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000613721284", "excerpt": "The best thing that happened when Facebook open-sourced Lama was also that somebody stealthily released all the model weights.", "wordCount": 19 } ], "rank": 71 }, { "term": "Neocloud", "aliases": [ "neocloud", "neo-cloud" ], "category": "Compute & infrastructure", "definition": "A newer cloud provider focused on renting scarce GPU capacity for AI workloads.", "mentions": 8, "episodeCount": 6, "recentEpisodeCount": 4, "historicalEpisodeCount": 2, "coveragePct": 1.5, "firstSeen": "2025-03-08", "lastSeen": "2026-08-29", "relevanceScore": 20.2, "sources": [ { "title": "Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO", "date": "2025-03-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000698337313", "excerpt": "If you don't know, CoreWeave is part of a new type of infrastructure provider called NeoCloud.", "wordCount": 16 }, { "title": "The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations", "date": "2025-03-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000701316731", "excerpt": "NeoCloud means not just cloud computing, but a new cloud, thus Neo.", "wordCount": 12 } ], "rank": 72 }, { "term": "Stagflation", "aliases": [ "stagflation" ], "category": "Macro & finance", "definition": "Weak growth and employment combined with persistently high inflation.", "mentions": 22, "episodeCount": 17, "recentEpisodeCount": 0, "historicalEpisodeCount": 17, "coveragePct": 4.2, "firstSeen": "2021-03-27", "lastSeen": "2025-05-09", "relevanceScore": 20.14, "sources": [ { "title": "Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more", "date": "2022-05-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000560973308", "excerpt": "That's where we have a problem with stagflation and where we are inevitably going to run into a recession.", "wordCount": 19 }, { "title": "The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more", "date": "2021-03-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000514597420", "excerpt": "1979, a severe recession begins, which ultimately leads to negative 0.3% GD growth in 1980 The word stagflation misery index become household terms.", "wordCount": 23 } ], "rank": 73 }, { "term": "RAG", "aliases": [ "RAG", "retrieval augmented generation", "retrieval-augmented generation" ], "category": "AI & models", "definition": "Retrieval-augmented generation: supplying a model with relevant external documents before it answers.", "mentions": 11, "episodeCount": 8, "recentEpisodeCount": 3, "historicalEpisodeCount": 5, "coveragePct": 2, "firstSeen": "2022-09-10", "lastSeen": "2026-07-31", "relevanceScore": 19.48, "sources": [ { "title": "Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN", "date": "2026-03-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000756826015", "excerpt": "Because we have all this advantage with rag and orchestration and search, we don't actually need to blow up the context window of the models.", "wordCount": 25 }, { "title": "Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more", "date": "2024-01-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000643132735", "excerpt": "It's a worthless PO has rag run by the lowest of the low in journalism.", "wordCount": 15 } ], "rank": 74 }, { "term": "Reasoning model", "aliases": [ "reasoning model", "reasoning models" ], "category": "AI & models", "definition": "A model optimized to spend additional computation working through multi-step problems before answering.", "mentions": 24, "episodeCount": 10, "recentEpisodeCount": 2, "historicalEpisodeCount": 8, "coveragePct": 2.5, "firstSeen": "2024-05-10", "lastSeen": "2026-07-10", "relevanceScore": 19.22, "sources": [ { "title": "IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate", "date": "2025-06-21", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000713909406", "excerpt": "Now with XAI, they'll have one of the best LLMs and reasoning models, and they'll be able to eventually stick that on Dojo.", "wordCount": 23 }, { "title": "Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down", "date": "2025-05-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000705909034", "excerpt": "The Reasoning models, it's more like the PhD saying, okay, let me go off and think about that.", "wordCount": 18 } ], "rank": 75 }, { "term": "Nuclear fusion", "aliases": [ "nuclear fusion", "fusion energy" ], "category": "Energy & climate", "definition": "Combining atomic nuclei to release energy, the process that powers stars.", "mentions": 16, "episodeCount": 10, "recentEpisodeCount": 2, "historicalEpisodeCount": 8, "coveragePct": 2.5, "firstSeen": "2021-03-20", "lastSeen": "2026-07-31", "relevanceScore": 18.83, "sources": [ { "title": "Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government", "date": "2021-11-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000542528735", "excerpt": "I mean, to your point, Friedberg, I think Sam Altman led this, the fusion energy startup helium, like $500 million round.", "wordCount": 21 }, { "title": "Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery", "date": "2025-04-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000705002618", "excerpt": "And just speaking to this point, so we've talked in the past about nuclear fusion.", "wordCount": 15 } ], "rank": 76 }, { "term": "Baseload power", "aliases": [ "baseload", "base load power" ], "category": "Energy & climate", "definition": "Electricity generation able to run steadily and supply the grid’s continuous minimum demand.", "mentions": 10, "episodeCount": 7, "recentEpisodeCount": 3, "historicalEpisodeCount": 4, "coveragePct": 1.7, "firstSeen": "2025-05-06", "lastSeen": "2026-06-12", "relevanceScore": 18.4, "sources": [ { "title": "Doug Burgum, Secretary of the Interior | All-In DC", "date": "2025-05-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000706599554", "excerpt": "I mean, you came up with regulatory rules that made it impossible for baseload power from fossil fuels even get a permit.", "wordCount": 22 }, { "title": "Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO", "date": "2025-07-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000715734494", "excerpt": "We know where electricity prices go crazy, where they have to find all kinds of ways of generating massive amounts of baseload.", "wordCount": 22 } ], "rank": 77 }, { "term": "De-dollarization", "aliases": [ "de-dollarization", "dedollarization" ], "category": "Macro & finance", "definition": "Reducing reliance on the US dollar for reserves, trade or financial settlement.", "mentions": 22, "episodeCount": 9, "recentEpisodeCount": 2, "historicalEpisodeCount": 7, "coveragePct": 2.2, "firstSeen": "2023-04-07", "lastSeen": "2026-01-30", "relevanceScore": 18.14, "sources": [ { "title": "Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee", "date": "2023-04-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000607837160", "excerpt": "The reason why is I see people on Twitter now breathlessly rambling on about de-dollarization and all of this stuff.", "wordCount": 20 }, { "title": "Biden targets Elon, BRICS challenges the West, Tiger hit piece & more", "date": "2023-09-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000626455491", "excerpt": "Do you think the stated mission is de-dollarization or do you think the implicit outcome is de-dollarization?", "wordCount": 17 } ], "rank": 78 }, { "term": "Reshoring", "aliases": [ "reshoring", "onshoring" ], "category": "Policy & institutions", "definition": "Moving production or supply chains back into the domestic economy.", "mentions": 17, "episodeCount": 12, "recentEpisodeCount": 1, "historicalEpisodeCount": 11, "coveragePct": 3, "firstSeen": "2021-07-30", "lastSeen": "2026-06-10", "relevanceScore": 17.89, "sources": [ { "title": "Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian", "date": "2025-07-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000718730701", "excerpt": "You've talked about this degrading infrastructure and what that means in terms of workforce, but then how reshoring also requires this upskilling.", "wordCount": 22 }, { "title": "AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame", "date": "2025-08-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000723131213", "excerpt": "And that's the whole purpose of his trade policy, is to encourage reshoring of manufacturing in the United States.", "wordCount": 19 } ], "rank": 79 }, { "term": "Defense tech", "aliases": [ "defense tech", "defense technology" ], "category": "Geopolitics & defense", "definition": "Commercial technology built for military, intelligence or national-security missions.", "mentions": 15, "episodeCount": 6, "recentEpisodeCount": 3, "historicalEpisodeCount": 3, "coveragePct": 1.5, "firstSeen": "2024-04-12", "lastSeen": "2026-08-05", "relevanceScore": 17.77, "sources": [ { "title": "The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War", "date": "2026-04-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000759805765", "excerpt": "Does it make sense for venture capital to be the funder of the next gen of hardware defense tech companies?", "wordCount": 20 }, { "title": "New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale", "date": "2024-12-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000679544989", "excerpt": "That's now changed or it's changing and everyone's kind of coming up with their own defense tech strategy.", "wordCount": 18 } ], "rank": 80 }, { "term": "Autonomous weapons", "aliases": [ "autonomous weapon", "autonomous weapons" ], "category": "Geopolitics & defense", "definition": "Weapons able to identify, track or engage targets with limited human control.", "mentions": 4, "episodeCount": 4, "recentEpisodeCount": 4, "historicalEpisodeCount": 0, "coveragePct": 1, "firstSeen": "2026-03-06", "lastSeen": "2026-08-05", "relevanceScore": 17.61, "sources": [ { "title": "Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships", "date": "2026-08-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000780158954", "excerpt": "There is an autonomous weapon system standard called 3009 that basically outlines exactly how AI can be used on an autonomous system.", "wordCount": 22 } ], "rank": 81 }, { "term": "Industrial policy", "aliases": [ "industrial policy" ], "category": "Policy & institutions", "definition": "Government action intended to build strategic domestic capacity such as chips, energy or defense production.", "mentions": 24, "episodeCount": 8, "recentEpisodeCount": 2, "historicalEpisodeCount": 6, "coveragePct": 2, "firstSeen": "2022-06-07", "lastSeen": "2026-03-27", "relevanceScore": 17.22, "sources": [ { "title": "Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more", "date": "2023-06-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000618152237", "excerpt": "I mean, we shouldn't be spending the money on wars, and we shouldn't be spending it, I think, on industrial policy.", "wordCount": 21 }, { "title": "Howard Lutnick | All-In DC", "date": "2025-03-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000700186434", "excerpt": "And I am just screwed because the government of the United States of America didn't care about industrial policy and didn't protect me at all.", "wordCount": 25 } ], "rank": 82 }, { "term": "Agent swarm", "aliases": [ "agent swarm", "multi-agent", "multiple agents" ], "category": "AI & models", "definition": "Several specialized AI agents coordinating on parts of a larger task.", "mentions": 7, "episodeCount": 5, "recentEpisodeCount": 3, "historicalEpisodeCount": 2, "coveragePct": 1.2, "firstSeen": "2023-04-14", "lastSeen": "2026-08-29", "relevanceScore": 16.08, "sources": [ { "title": "ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping", "date": "2026-01-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000747417038", "excerpt": "Kimi K25 was like, okay, look, here's this thing called Agent Swarm.", "wordCount": 12 }, { "title": "Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower", "date": "2025-11-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000735293105", "excerpt": "We're really intent-driven system, multi-agent orchestration system, and its impact is unreal.", "wordCount": 12 } ], "rank": 83 }, { "term": "Qubit", "aliases": [ "qubit", "qubits" ], "category": "Science & health", "definition": "The basic unit of quantum information.", "mentions": 55, "episodeCount": 6, "recentEpisodeCount": 2, "historicalEpisodeCount": 4, "coveragePct": 1.5, "firstSeen": "2021-03-20", "lastSeen": "2026-07-15", "relevanceScore": 16.03, "sources": [ { "title": "Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois", "date": "2024-12-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000680297760", "excerpt": "The big breakthrough here is that the whole basis of a quantum computer is called a qubit or a quantum bit.", "wordCount": 21 }, { "title": "Nobel Prize in Physics Winner: John Martinis on the State of Quantum", "date": "2025-10-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733734252", "excerpt": "But the one thing to mention to you is that, you know, these qubits are naturally very noisy.", "wordCount": 18 } ], "rank": 84 }, { "term": "Mixture of experts", "aliases": [ "mixture of experts", "MoE model", "MoE" ], "category": "AI & models", "definition": "A model architecture that activates only selected specialist subnetworks for each input.", "mentions": 5, "episodeCount": 5, "recentEpisodeCount": 3, "historicalEpisodeCount": 2, "coveragePct": 1.2, "firstSeen": "2024-05-10", "lastSeen": "2026-08-21", "relevanceScore": 15.79, "sources": [ { "title": "In conversation with Sam Altman", "date": "2024-05-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000655220554", "excerpt": "That's where reasoning will really come from is this mixture of experts approach.", "wordCount": 13 } ], "rank": 85 }, { "term": "Scaling laws", "aliases": [ "scaling law", "scaling laws" ], "category": "AI & models", "definition": "Observed relationships between more compute, data or model size and improved model performance.", "mentions": 10, "episodeCount": 4, "recentEpisodeCount": 3, "historicalEpisodeCount": 1, "coveragePct": 1, "firstSeen": "2024-12-07", "lastSeen": "2026-07-28", "relevanceScore": 15.4, "sources": [ { "title": "The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs", "date": "2026-07-28", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000778899197", "excerpt": "And that's the reason we started the One X WorldModel Lab, because we now finally have the scaling laws on that.", "wordCount": 21 }, { "title": "Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding", "date": "2025-09-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000725813518", "excerpt": "And then also as part of that, where are we in the scaling laws?", "wordCount": 14 } ], "rank": 86 }, { "term": "Mark-to-market", "aliases": [ "mark-to-market", "mark to market" ], "category": "Startups & markets", "definition": "Valuing an asset at its current market price rather than its original purchase price.", "mentions": 22, "episodeCount": 9, "recentEpisodeCount": 1, "historicalEpisodeCount": 8, "coveragePct": 2.2, "firstSeen": "2020-07-31", "lastSeen": "2026-04-03", "relevanceScore": 15.14, "sources": [ { "title": "SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity", "date": "2026-04-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000759123492", "excerpt": "But the most important positive thing that will happen from the IPO is a validated external mark-to-market valuation of SpaceX.", "wordCount": 20 }, { "title": "Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more", "date": "2023-03-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000603720667", "excerpt": "Well, they can't because they have these mark-to-market assets that were just getting clobbered in the head as rates got raised.", "wordCount": 21 } ], "rank": 87 }, { "term": "AI capex", "aliases": [ "AI capex", "AI capital expenditure" ], "category": "Compute & infrastructure", "definition": "The chips, datacenters, power and networking companies buy to build AI capacity.", "mentions": 6, "episodeCount": 4, "recentEpisodeCount": 3, "historicalEpisodeCount": 1, "coveragePct": 1, "firstSeen": "2024-07-12", "lastSeen": "2026-08-29", "relevanceScore": 14.95, "sources": [ { "title": "Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI", "date": "2026-08-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000780992629", "excerpt": "Shares dropped 13 percent, I think because people were a little concerned about the surging AI Capex.", "wordCount": 17 }, { "title": "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections", "date": "2024-07-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000661995750", "excerpt": "Kahn said there was a $500 billion revenue hole when considering AI CapEx levels.", "wordCount": 14 } ], "rank": 88 }, { "term": "Dual-use technology", "aliases": [ "dual-use", "dual use technology" ], "category": "Geopolitics & defense", "definition": "Technology with both civilian and military applications.", "mentions": 5, "episodeCount": 4, "recentEpisodeCount": 3, "historicalEpisodeCount": 1, "coveragePct": 1, "firstSeen": "2023-11-03", "lastSeen": "2026-08-21", "relevanceScore": 14.79, "sources": [ { "title": "Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up", "date": "2026-08-21", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000784858476", "excerpt": "There are also military or dual-use applications of this technology, especially with AI, the algorithms power all sorts of weapons, drones, things like that.", "wordCount": 24 } ], "rank": 89 }, { "term": "Agent harness", "aliases": [ "agent harness", "agentic harness", "agent harnesses" ], "category": "AI & models", "definition": "The tools, memory and control layer that lets a model operate as a persistent agent.", "mentions": 5, "episodeCount": 3, "recentEpisodeCount": 3, "historicalEpisodeCount": 0, "coveragePct": 0.7, "firstSeen": "2026-04-10", "lastSeen": "2026-08-29", "relevanceScore": 13.79, "sources": [ { "title": "Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine", "date": "2026-08-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000786595474", "excerpt": "The other, you know, agent harnesses that were kind of doing this, or like OpenClaw or Hermes, they were just on your desktop.", "wordCount": 23 }, { "title": "Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence", "date": "2026-04-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000760748945", "excerpt": "But if you use Anthropic's own agent harness, are you part of the bundled flat rate?", "wordCount": 16 } ], "rank": 90 }, { "term": "Nuclear fission", "aliases": [ "nuclear fission", "fission reactor" ], "category": "Energy & climate", "definition": "Splitting heavy atomic nuclei to release energy in today’s nuclear power plants.", "mentions": 9, "episodeCount": 8, "recentEpisodeCount": 1, "historicalEpisodeCount": 7, "coveragePct": 2, "firstSeen": "2022-02-24", "lastSeen": "2025-11-07", "relevanceScore": 13.3, "sources": [ { "title": "Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option", "date": "2025-11-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000735785304", "excerpt": "China has 100 nuclear fission plants under construction, and we were sitting on our hands.", "wordCount": 15 }, { "title": "Toxic out-of-control trains, regulators, and AI", "date": "2023-02-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000600154307", "excerpt": "Some things are too regulated, like the nuclear fission industry, and we can't build nuclear power plants.", "wordCount": 17 } ], "rank": 91 }, { "term": "Creator economy", "aliases": [ "creator economy" ], "category": "Work & society", "definition": "Businesses and income built by individuals publishing directly to audiences through digital platforms.", "mentions": 20, "episodeCount": 7, "recentEpisodeCount": 1, "historicalEpisodeCount": 6, "coveragePct": 1.7, "firstSeen": "2021-12-11", "lastSeen": "2025-10-08", "relevanceScore": 13.04, "sources": [ { "title": "Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's \"Cronkite Moment\" & more", "date": "2023-11-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000633572844", "excerpt": "To be active in the content creator economy, basically, to understand it better.", "wordCount": 13 }, { "title": "YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators", "date": "2025-10-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000730855654", "excerpt": "But on your question, Jason, so we've paid out in the last three years over $70 billion to the creator economy.", "wordCount": 21 } ], "rank": 92 }, { "term": "Right to try", "aliases": [ "right to try" ], "category": "Science & health", "definition": "Rules allowing some seriously ill patients to access experimental treatments before full approval.", "mentions": 10, "episodeCount": 4, "recentEpisodeCount": 2, "historicalEpisodeCount": 2, "coveragePct": 1, "firstSeen": "2020-03-19", "lastSeen": "2026-08-29", "relevanceScore": 12.4, "sources": [ { "title": "Supercharging a New FDA: Marty Makary on Science, Power & Patients", "date": "2026-01-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000745336201", "excerpt": "And I have signed 100% of right to try requests that come across my desk.", "wordCount": 15 }, { "title": "Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks", "date": "2020-04-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000471138199", "excerpt": "So in terms of what the right policy is, I'd be in favor of the right to try.", "wordCount": 18 } ], "rank": 93 }, { "term": "Multiple expansion", "aliases": [ "multiple expansion", "multiple compression" ], "category": "Startups & markets", "definition": "A change in valuation caused by investors paying more or less for each dollar of earnings or revenue.", "mentions": 14, "episodeCount": 9, "recentEpisodeCount": 0, "historicalEpisodeCount": 9, "coveragePct": 2.2, "firstSeen": "2020-09-09", "lastSeen": "2024-05-31", "relevanceScore": 11.71, "sources": [ { "title": "Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?", "date": "2024-05-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000657460552", "excerpt": "We're looking at 5% 30-year treasury rates, which means that you are gonna see multiple compression that's gonna happen across the market for tech stocks.", "wordCount": 25 }, { "title": "Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more", "date": "2022-02-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000551601523", "excerpt": "There's multiple expansion and growth, so we'll make money two ways when the company goes public in 18 to 24 months.", "wordCount": 21 } ], "rank": 94 }, { "term": "Real rate", "aliases": [ "real rate", "real rates", "real interest rate" ], "category": "Macro & finance", "definition": "An interest rate adjusted for inflation.", "mentions": 11, "episodeCount": 9, "recentEpisodeCount": 0, "historicalEpisodeCount": 9, "coveragePct": 2.2, "firstSeen": "2021-02-20", "lastSeen": "2025-05-24", "relevanceScore": 11.48, "sources": [ { "title": "Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO", "date": "2025-05-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000709672237", "excerpt": "To your point, without opining on it, I think what's going to happen is the bond market will sensitize this budget at real rates.", "wordCount": 24 }, { "title": "E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health", "date": "2023-07-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000620386691", "excerpt": "And if you look at real rates, so this is the interest rate that really acts as the break on the economy.", "wordCount": 22 } ], "rank": 95 }, { "term": "Chevron deference", "aliases": [ "Chevron deference", "Chevron doctrine" ], "category": "Policy & institutions", "definition": "The former doctrine under which courts often deferred to reasonable agency interpretations of ambiguous laws.", "mentions": 12, "episodeCount": 5, "recentEpisodeCount": 1, "historicalEpisodeCount": 4, "coveragePct": 1.2, "firstSeen": "2024-07-04", "lastSeen": "2026-05-01", "relevanceScore": 10.56, "sources": [ { "title": "OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze", "date": "2026-05-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000765670693", "excerpt": "And then the other guy comes up and he was like, well, hey, you guys overturned the Chevron Doctrine last year.", "wordCount": 21 }, { "title": "Trump wins! How it happened and what's next", "date": "2024-11-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000676248370", "excerpt": "And I think that was a very important moment for this movement was the Supreme Court case on the Chevron Doctrine earlier this year.", "wordCount": 24 } ], "rank": 96 }, { "term": "Levelized cost of energy", "aliases": [ "levelized cost of energy", "LCOE" ], "category": "Energy & climate", "definition": "The lifetime average cost of producing a unit of electricity from a power source.", "mentions": 6, "episodeCount": 5, "recentEpisodeCount": 1, "historicalEpisodeCount": 4, "coveragePct": 1.2, "firstSeen": "2022-12-16", "lastSeen": "2026-06-12", "relevanceScore": 9.95, "sources": [ { "title": "All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live", "date": "2026-06-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000772297193", "excerpt": "But the cost to run these things, the LCOE is like through the roof.", "wordCount": 14 }, { "title": "Doxing debate, Nuclear fusion breakthrough, state of the markets & more", "date": "2022-12-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000590381259", "excerpt": "This is why the cost per kilowatt hour is what the levelized cost of energy tries to do.", "wordCount": 18 } ], "rank": 97 }, { "term": "Burn multiple", "aliases": [ "burn multiple" ], "category": "Startups & markets", "definition": "Cash burned divided by new recurring revenue added; a measure of startup growth efficiency.", "mentions": 10, "episodeCount": 6, "recentEpisodeCount": 0, "historicalEpisodeCount": 6, "coveragePct": 1.5, "firstSeen": "2022-01-08", "lastSeen": "2023-08-25", "relevanceScore": 8.4, "sources": [ { "title": "Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more", "date": "2022-04-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000556741682", "excerpt": "I mean, the first thing you got to do is look at your burn multiple.", "wordCount": 15 }, { "title": "Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast", "date": "2022-06-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000567573131", "excerpt": "So imagine if you're burning an extra 25 to 50 million more than you should be according to your burn multiple.", "wordCount": 21 } ], "rank": 98 }, { "term": "Alignment", "aliases": [ "AI alignment", "aligned AI", "alignment problem" ], "category": "AI & models", "definition": "The effort to make model behavior reliably follow human intent and constraints.", "mentions": 3, "episodeCount": 3, "recentEpisodeCount": 1, "historicalEpisodeCount": 2, "coveragePct": 0.7, "firstSeen": "2024-05-24", "lastSeen": "2026-07-31", "relevanceScore": 7.39, "sources": [ { "title": "Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the \"vibecession,\" plastic in our balls", "date": "2024-05-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000656684041", "excerpt": "So OpenAI lost both its heads of AI alignment one day after it launched that new product.", "wordCount": 17 } ], "rank": 99 }, { "term": "Abundance agenda", "aliases": [ "abundance agenda", "abundance movement" ], "category": "Policy & institutions", "definition": "A policy program centered on making housing, energy, infrastructure and innovation easier to build.", "mentions": 4, "episodeCount": 2, "recentEpisodeCount": 1, "historicalEpisodeCount": 1, "coveragePct": 0.5, "firstSeen": "2025-04-11", "lastSeen": "2025-10-21", "relevanceScore": 6.61, "sources": [ { "title": "The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein", "date": "2025-04-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000703226522", "excerpt": "I mean, I think that he's trying to introduce this idea of an abundance agenda to the Democrat Party.", "wordCount": 19 } ], "rank": 100 }, { "term": "CAR-T", "aliases": [ "CAR-T", "CAR T-cell", "CAR T cell" ], "category": "Science & health", "definition": "A cancer treatment that engineers a patient’s immune cells to recognize and attack specific targets.", "mentions": 10, "episodeCount": 4, "recentEpisodeCount": 0, "historicalEpisodeCount": 4, "coveragePct": 1, "firstSeen": "2021-05-31", "lastSeen": "2022-03-05", "relevanceScore": 6.4, "sources": [ { "title": "Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand", "date": "2021-10-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000539456558", "excerpt": "If you want to get a CAR-T therapy, which is a type of therapy that's personalized CAR-T therapies, today, your cost is about $450,000.", "wordCount": 24 }, { "title": "Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more", "date": "2022-03-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000552991231", "excerpt": "The thing with CAR-T is like, you know, CAR-T has been incredibly believed in blood-based cancers, right?", "wordCount": 17 } ], "rank": 101 }, { "term": "LPU", "aliases": [ "LPU", "language processing unit" ], "category": "Compute & infrastructure", "definition": "A processor architecture promoted for fast, predictable language-model inference.", "mentions": 3, "episodeCount": 2, "recentEpisodeCount": 1, "historicalEpisodeCount": 1, "coveragePct": 0.5, "firstSeen": "2024-02-23", "lastSeen": "2026-03-19", "relevanceScore": 6.39, "sources": [ { "title": "Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more", "date": "2024-02-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000646649437", "excerpt": "So that's kind of been the evolution from CPU to GPU to now LPU.", "wordCount": 14 } ], "rank": 102 }, { "term": "Censorship industrial complex", "aliases": [ "censorship industrial complex", "censorship-industrial complex" ], "category": "Work & society", "definition": "A political phrase for alleged coordination among government, researchers, nonprofits and platforms to suppress speech.", "mentions": 2, "episodeCount": 2, "recentEpisodeCount": 1, "historicalEpisodeCount": 1, "coveragePct": 0.5, "firstSeen": "2023-05-19", "lastSeen": "2026-01-22", "relevanceScore": 6.1, "sources": [ { "title": "Under Secretary of State Sarah B. Rogers on dismantling the \"Censorship Industrial Complex\"", "date": "2026-01-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746244981", "excerpt": "I'm curious, and I think you've called this a censorship industrial complex.", "wordCount": 12 } ], "rank": 103 }, { "term": "Drone swarm", "aliases": [ "drone swarm", "drone swarms", "swarming drones" ], "category": "Geopolitics & defense", "definition": "Many coordinated unmanned systems acting together to overwhelm or distribute a mission.", "mentions": 3, "episodeCount": 1, "recentEpisodeCount": 1, "historicalEpisodeCount": 0, "coveragePct": 0.2, "firstSeen": "2026-03-06", "lastSeen": "2026-03-06", "relevanceScore": 5.39, "sources": [ { "title": "Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael", "date": "2026-03-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000753534584", "excerpt": "I mean, I believe that a sophisticated drone war is going to be drone swarms controlled by AI to some degree or another, right?", "wordCount": 24 } ], "rank": 104 }, { "term": "Capacity factor", "aliases": [ "capacity factor" ], "category": "Energy & climate", "definition": "The share of maximum possible output that a power plant produces over time.", "mentions": 2, "episodeCount": 1, "recentEpisodeCount": 1, "historicalEpisodeCount": 0, "coveragePct": 0.2, "firstSeen": "2026-06-10", "lastSeen": "2026-06-10", "relevanceScore": 5.1, "sources": [], "rank": 105 }, { "term": "Permission to build", "aliases": [ "permission to build" ], "category": "Policy & institutions", "definition": "Shorthand for reducing regulatory, permitting or institutional barriers to physical projects.", "mentions": 1, "episodeCount": 1, "recentEpisodeCount": 1, "historicalEpisodeCount": 0, "coveragePct": 0.2, "firstSeen": "2025-09-30", "lastSeen": "2025-09-30", "relevanceScore": 4.69, "sources": [], "rank": 106 }, { "term": "Bitcoin ETF", "aliases": [ "Bitcoin ETF", "spot bitcoin ETF" ], "category": "Crypto & market structure", "definition": "An exchange-traded fund that gives conventional investors exposure to bitcoin.", "mentions": 4, "episodeCount": 3, "recentEpisodeCount": 0, "historicalEpisodeCount": 3, "coveragePct": 0.7, "firstSeen": "2022-11-19", "lastSeen": "2024-03-08", "relevanceScore": 4.61, "sources": [ { "title": "Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more", "date": "2023-03-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000605700781", "excerpt": "SEC continued its anti-consumer protection efforts by doubling down their attempt to block a spot Bitcoin ETF.", "wordCount": 17 } ], "rank": 107 }, { "term": "RLHF", "aliases": [ "RLHF", "reinforcement learning from human feedback" ], "category": "AI & models", "definition": "Training a model with human preference signals so its outputs better match desired behavior.", "mentions": 3, "episodeCount": 2, "recentEpisodeCount": 0, "historicalEpisodeCount": 2, "coveragePct": 0.5, "firstSeen": "2023-01-13", "lastSeen": "2024-04-26", "relevanceScore": 3.39, "sources": [ { "title": "Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem", "date": "2023-01-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000594212341", "excerpt": "So these RLHF pipelines, these are the things that will make your stuff unique.", "wordCount": 14 } ], "rank": 108 }, { "term": "Tender offer", "aliases": [ "tender offer" ], "category": "Startups & markets", "definition": "A structured offer to buy shares from existing holders at a specified price.", "mentions": 3, "episodeCount": 2, "recentEpisodeCount": 0, 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(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? 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(2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public", "wordCount": 5376, "topics": [ "markets", "ai" ], "scores": { "ai": 1, "markets": 5, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 375, "title": "Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back", "date": "2026-06-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000771368217", "sourceUrl": "https://spoken.md/episode/dan-loeb-the-lost-art-of-short-selling-and-why-stock-picking-is-back-1000771368217", "outline": "(0:00) Dan Loeb joins the Besties! 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(0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! 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(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026 (1:11:40) Anthropic goes after \"Dark SPVs\" Follow Marc Benioff: Save Scooter the Dog:", "wordCount": 14034, "topics": [ "ai", "world", "policy" ], "scores": { "ai": 9, "markets": 0, "world": 2, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 368, "title": "Charles & Chase Koch on How They Quietly Built a $150B Empire", "date": "2026-05-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000767466968", "sourceUrl": "https://spoken.md/episode/charles-chase-koch-on-how-they-quietly-built-a-150b-empire-1000767466968", "outline": "(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures, Creative Destruction & Learning from Mistakes (19:22) Culture & Principle-Based Management (33:53) Georgia-Pacific Acquisition & Culture Transformation (56:17) Stand Together: Education Reform & Social Change (1:12:37) AI, Economic Challenges & the Future of Capitalism Thanks to our partner Axon.ai for making this possible. Axon.ai, AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. 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Axon.ai, AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. 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Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. 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Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV", "date": "2026-02-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000749672790", "sourceUrl": "https://spoken.md/episode/debt-spiral-or-new-golden-age-super-bowl-insider-trading-booming-token-budgets-ferrari-s-new-ev-1000749672790", "outline": "(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral Apply for Liquidity:", "wordCount": 13112, "topics": [ "markets", "ai" ], "scores": { "ai": 1, "markets": 3, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 341, "title": "CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder", "date": "2026-02-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000749071799", "sourceUrl": "https://spoken.md/episode/cz-s-untold-story-the-rise-fall-and-redemption-of-binance-s-founder-1000749071799", "outline": "(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) The FTX Story: SBF Relationship and Collapse (1:09:46) Facing Biden's Anti-Crypto DOJ (1:25:25) Inside Federal Prison (1:40:10) Life After Binance and New Ventures Follow CZ:", "wordCount": 22605, "topics": [ "markets", "world", "policy" ], "scores": { "ai": 0, "markets": 3, "world": 1, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 340, "title": "Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick", "date": "2026-02-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000748626764", "sourceUrl": "https://spoken.md/episode/epstein-files-is-saas-dead-moltbook-panic-spacex-xai-merger-trump-s-fed-pick-1000748626764", "outline": "(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's major win with Trump Accounts Follow Brad:", "wordCount": 14759, "topics": [ "ai", "policy", "markets" ], "scores": { "ai": 4, "markets": 2, "world": 0, "policy": 3, "science": 0, "society": 0 } }, { "corpusSequence": 339, "title": "ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping", "date": "2026-01-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000747417038", "sourceUrl": "https://spoken.md/episode/ice-chaos-in-minneapolis-clawdbot-takeover-why-the-dollar-is-dropping-1000747417038", "outline": "", "wordCount": 16981, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 338, "title": "The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026", "date": "2026-01-25", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746594400", "sourceUrl": "https://spoken.md/episode/the-future-of-everything-what-ceos-of-circle-crowdstrike-more-see-coming-in-2026-1000746594400", "outline": "(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more (1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them (1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at investing for those who take it seriously. Follow Jeremy: Follow George: Follow Adam: Follow Chase:", "wordCount": 24943, "topics": [ "ai", "markets" ], "scores": { "ai": 4, "markets": 3, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 337, "title": "Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos", "date": "2026-01-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746435450", "sourceUrl": "https://spoken.md/episode/dr-mehmet-oz-on-fixing-american-healthcare-fraud-live-from-davos-1000746435450", "outline": "(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisis (44:02) California fraud and accountability (56:57) Immigration and addiction Follow Dr. Oz:", "wordCount": 13590, "topics": [ "policy", "ai", "society" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 3, "science": 0, "society": 1 } }, { "corpusSequence": 336, "title": "Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!", "date": "2026-01-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746374540", "sourceUrl": "https://spoken.md/episode/coinbase-ceo-s-top-3-crypto-trends-for-2026-more-from-davos-1000746374540", "outline": "(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next. Follow Brian: Follow Andrew: Follow Jake:", "wordCount": 18307, "topics": [ "ai", "markets", "science" ], "scores": { "ai": 3, "markets": 3, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 335, "title": "Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition", "date": "2026-01-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000746295746", "sourceUrl": "https://spoken.md/episode/inside-america-s-ai-strategy-infrastructure-regulation-and-global-competition-1000746295746", "outline": "(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The China Threat, globalization strategy (39:12) America's entrepreneurial AI outlook Follow Michael: Follow Maria:", "wordCount": 8788, "topics": [ "ai", "world", "policy" ], "scores": { "ai": 3, "markets": 0, "world": 2, "policy": 1, "science": 1, "society": 0 } }, { "corpusSequence": 334, "title": "Under Secretary of State Sarah B. 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(26:08) What SaaS adoption looks like in the age of AI Follow Satya:", "wordCount": 5559, "topics": [ "ai" ], "scores": { "ai": 13, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 332, "title": "Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs", "date": "2026-01-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000745500806", "sourceUrl": "https://spoken.md/episode/iran-s-breaking-point-trump-s-greenland-acquisition-and-solving-energy-costs-1000745500806", "outline": "(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to \"pay its own way\" and subsidize residential electric costs (31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon (35:09) Billionaire backlash in California: Wealth Tax exodus (56:13) Greenland acquisition: Why it's crucial", "wordCount": 12887, "topics": [ "policy", "ai", "world" ], "scores": { "ai": 2, "markets": 0, "world": 2, "policy": 3, "science": 2, "society": 1 } }, { "corpusSequence": 331, "title": "Supercharging a New FDA: Marty Makary on Science, Power & Patients", "date": "2026-01-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000745336201", "sourceUrl": "https://spoken.md/episode/supercharging-a-new-fda-marty-makary-on-science-power-patients-1000745336201", "outline": "(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines (33:13) Reshaping the failed Food Pyramid (41:29) GLP-1s and America's Obesity Epidemic (49:54) Rethinking vaccines from first principles (59:40) Lowering drug prices, the power of AI for healthcare (1:18:57) What causes autism? Follow Marty Makary:", "wordCount": 15351, "topics": [ "science", "ai", "world" ], "scores": { "ai": 1, "markets": 0, "world": 1, "policy": 0, "science": 7, "society": 0 } }, { "corpusSequence": 330, "title": "Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism", "date": "2026-01-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000744929799", "sourceUrl": "https://spoken.md/episode/adam-carolla-on-california-s-collapse-fires-failed-leadership-and-gyno-fascism-1000744929799", "outline": "(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DEI, Hollywood's transformation, socialism, \"safe spaces and octagons\" (36:14) Is America living through the \"Hard times make strong men\" adage? Can two Americas coexist? (51:23) Who should be California's next governor? (58:04) Big Tech, AI, and the 2028 Election When you need a partner trusted by millions, there's one platform for all business - PayPal Open. Grow today at Loans subject to approval and available locations. Follow Adam:", "wordCount": 11767, "topics": [ "society", "policy", "ai" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 3, "science": 0, "society": 4 } }, { "corpusSequence": 329, "title": "All-In's 2026 Predictions", "date": "2026-01-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000744561004", "sourceUrl": "https://spoken.md/episode/all-in-s-2026-predictions-1000744561004", "outline": "(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest Business Deal (56:15) Most Contrarian Belief (1:03:05) Best Performing Asset (1:08:02) Worst Performing Asset (1:15:17) Most Anticipated Trend (1:21:18) Most Anticipated Media", "wordCount": 16961, "topics": [ "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 2, "science": 0, "society": 1 } }, { "corpusSequence": 328, "title": "Howard Lutnick: How America Can Hit 6% GDP Growth in 2026", "date": "2026-01-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000744378120", "sourceUrl": "https://spoken.md/episode/howard-lutnick-how-america-can-hit-6-gdp-growth-in-2026-1000744378120", "outline": "(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda was planned and executed, how it's going (19:50) US-Japan trade deal, China's chaos-to-prowess strategy (36:54) Why the India deal has not yet happened (43:48) Pharma deals, lowering costs for Americans (53:28) Focus on fraud, immigration, gold cards (1:03:48) GDP: Could we see 5 or 6% growth in 2026? (1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal Follow Secretary Lutnick:", "wordCount": 13801, "topics": [ "policy", "world", "ai" ], "scores": { "ai": 1, "markets": 0, "world": 2, "policy": 3, "science": 0, "society": 1 } }, { "corpusSequence": 327, "title": "Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026", "date": "2026-01-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000744237064", "sourceUrl": "https://spoken.md/episode/why-ai-will-dwarf-every-tech-revolution-before-it-robots-manufacturing-ar-glasses-from-ces-2026-1000744237064", "outline": "(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking growth (20:46) The job market and why graduates aren't getting hired (27:33) Why education is broken (40:03) Tech time capsule Follow Hemant Taneja: Follow Bob Sternfels:", "wordCount": 9534, "topics": [ "society", "ai", "markets" ], "scores": { "ai": 1, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 2 } }, { "corpusSequence": 326, "title": "Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal", "date": "2025-12-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000743363784", "sourceUrl": "https://spoken.md/episode/massive-somali-fraud-in-minnesota-with-nick-shirley-california-asset-seizure-20b-groq-nvidia-deal-1000743363784", "outline": "(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story (16:36) Why this fraud story is resonating, why the national press initially avoided it (30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go? (49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme (1:09:06) CA's wealth tax: normalizing the seizure of private property (1:33:56) Chamath breaks down the $20B Groq-Nvidia deal Follow Nick Shirley:", "wordCount": 19815, "topics": [ "policy", "ai", "society" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 3, "science": 0, "society": 1 } }, { "corpusSequence": 325, "title": "All-In x Kill Tony: A Hilarious Holiday Special", "date": "2025-12-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000742635986", "sourceUrl": "https://spoken.md/episode/all-in-x-kill-tony-a-hilarious-holiday-special-1000742635986", "outline": "", "wordCount": 12432, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 324, "title": "Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026", "date": "2025-12-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000742377044", "sourceUrl": "https://spoken.md/episode/scott-bessent-fixing-the-fed-tariffs-for-national-security-solving-affordability-in-2026-1000742377044", "outline": "", "wordCount": 8237, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 323, "title": "Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?", "date": "2025-12-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000742062281", "sourceUrl": "https://spoken.md/episode/bernie-sanders-stop-all-ai-china-s-euv-breakthrough-inflation-down-golden-age-in-2026-1000742062281", "outline": "", "wordCount": 16750, "topics": [ "ai", "markets", "world" ], "scores": { "ai": 1, "markets": 1, "world": 1, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 322, "title": "Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes", "date": "2025-12-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000741085594", "sourceUrl": "https://spoken.md/episode/tucker-carlson-rise-of-nick-fuentes-paramount-vs-netflix-anti-ai-sentiment-hottest-takes-1000741085594", "outline": "", "wordCount": 18509, "topics": [ "ai" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 321, "title": "OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?", "date": "2025-12-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000739946599", "sourceUrl": "https://spoken.md/episode/openai-s-code-red-sacks-vs-new-york-times-new-poverty-line-1000739946599", "outline": "", "wordCount": 14258, "topics": [ "ai" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 320, "title": "Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game", "date": "2025-11-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000738578308", "sourceUrl": "https://spoken.md/episode/molly-s-game-uncensored-the-truth-behind-the-world-s-most-infamous-poker-game-1000738578308", "outline": "(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in \"Molly's Game\"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10) Best celebrity poker players, high-stakes poker archetypes, and more (34:31) Sales coaching advice Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey. Follow Molly:", "wordCount": 6744, "topics": [ "ai" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 319, "title": "Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom", "date": "2025-11-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000737865862", "sourceUrl": "https://spoken.md/episode/epstein-files-fallout-nvidia-risks-burry-s-bad-bet-google-s-breakthrough-tether-s-boom-1000737865862", "outline": "(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: Join us at the All-In Holiday Spectacular!:", "wordCount": 11803, "topics": [ "ai", "markets" ], "scores": { "ai": 2, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 318, "title": "Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth", "date": "2025-11-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000736798763", "sourceUrl": "https://spoken.md/episode/home-affordability-crisis-palantir-s-advantage-big-short-on-ai-h-1b-abuse-solar-storm-hits-earth-1000736798763", "outline": "(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing \"the great confiscation\" Join us at the All-In Holiday Spectacular!:", "wordCount": 9931, "topics": [ "ai", "policy", "science" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 1, "science": 1, "society": 0 } }, { "corpusSequence": 317, "title": "Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option", "date": "2025-11-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000735785304", "sourceUrl": "https://spoken.md/episode/does-openai-need-a-bailout-mamdani-wins-socialism-rising-filibuster-nuclear-option-1000735785304", "outline": "(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's \"federal backstop\" faux pas, clarifications (18:33) Why Jensen Huang said \"China is going to win the AI race.\"; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! allin.com/events for tickets (39:19) State of the market, consumer is cracking, need for domestic/\"main street\" wins, is Trump losing the middle class? (1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster? Join us at the All-In Holiday Spectacular!: Follow Brad:", "wordCount": 16244, "topics": [ "ai", "society", "policy" ], "scores": { "ai": 6, "markets": 1, "world": 1, "policy": 2, "science": 1, "society": 3 } }, { "corpusSequence": 316, "title": "Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix", "date": "2025-11-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000735457837", "sourceUrl": "https://spoken.md/episode/ari-emanuel-on-the-future-of-entertainment-hollywood-ai-creator-economy-youtube-vs-netflix-1000735457837", "outline": "(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global (24:21) Ari's relationship with his brothers and Elon Musk", "wordCount": 4883, "topics": [ "ai", "society" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 2 } }, { "corpusSequence": 315, "title": "Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower", "date": "2025-11-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000735293105", "sourceUrl": "https://spoken.md/episode/inside-saudi-arabia-s-ai-ambition-tareq-amin-on-building-a-new-tech-superpower-1000735293105", "outline": "(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance", "wordCount": 4947, "topics": [ "ai", "world", "science" ], "scores": { "ai": 3, "markets": 0, "world": 1, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 314, "title": "Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom", "date": "2025-11-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000735099841", "sourceUrl": "https://spoken.md/episode/triple-h-on-wwe-s-evolution-the-rise-of-the-antihero-and-the-psychology-of-stardom-1000735099841", "outline": "(0:00) Introducing Paul \"Triple H\" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of the WWE and how they support wrestlers (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE (21:28) Helping America's youth via physical fitness (23:35) How the internet forced wrestlers to blend their in ring personas with real-life", "wordCount": 4496, "topics": [ "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 313, "title": "Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia", "date": "2025-10-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000734501469", "sourceUrl": "https://spoken.md/episode/elon-musk-openai-betrayal-his-future-at-tesla-and-the-next-big-thing-grokipedia-1000734501469", "outline": "(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias (24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet (42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass? (47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony (56:24) AI power efficiency, Robotaxis, future of self-driving (1:09:34) Bill Gates flips on climate change, solar, energy production Follow Elon:", "wordCount": 14212, "topics": [ "ai", "science", "society" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 0, "science": 2, "society": 1 } }, { "corpusSequence": 312, "title": "Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028", "date": "2025-10-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000734261935", "sourceUrl": "https://spoken.md/episode/pete-buttigieg-the-left-s-identity-crisis-wealth-tax-2024-mistakes-plans-for-2028-1000734261935", "outline": "(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending (33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties (40:07) Immigration: Trump shutting the border, Biden's failure (47:38) Working in the Biden Admin: good and bad, gatekeepers, cognitive decline, anointing Kamala Harris vs running a short primary (52:17) Thoughts on moving NASA under the Dept of Transportation (54:07) AI: self-driving, automation, and job loss (1:01:19) Running in 2028, Mamdani in NYC Follow Pete:", "wordCount": 12614, "topics": [ "policy", "society", "markets" ], "scores": { "ai": 1, "markets": 2, "world": 0, "policy": 10, "science": 0, "society": 6 } }, { "corpusSequence": 311, "title": "Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela", "date": "2025-10-28", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733890017", "sourceUrl": "https://spoken.md/episode/nobel-peace-prize-winner-maria-corina-machado-on-defeating-maduro-socialism-freeing-venezuela-1000733890017", "outline": "(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to claims of her being a \"Western puppet\" (39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela (54:23) The rise of socialism in the US Follow María: Learn more about the 2025 Nobel Peace Prize:", "wordCount": 8012, "topics": [ "society", "world", "policy" ], "scores": { "ai": 0, "markets": 0, "world": 1, "policy": 1, "science": 0, "society": 2 } }, { "corpusSequence": 310, "title": "Nobel Prize in Physics Winner: John Martinis on the State of Quantum", "date": "2025-10-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733734252", "sourceUrl": "https://spoken.md/episode/nobel-prize-in-physics-winner-john-martinis-on-the-state-of-quantum-1000733734252", "outline": "(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Explainer on quantum mechanics (22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize (30:37) Understanding qubits, the state of quantum computing, and the impact of AI (40:56) US vs China in quantum, reactions to winning the Nobel Prize Learn more about the 2025 Nobel Prize in Physics:", "wordCount": 7665, "topics": [ "science", "ai", "world" ], "scores": { "ai": 1, "markets": 0, "world": 1, "policy": 0, "science": 9, "society": 0 } }, { "corpusSequence": 309, "title": "NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage", "date": "2025-10-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733393647", "sourceUrl": "https://spoken.md/episode/nba-gambling-scandal-tesla-trillion-dollar-vote-billionaire-tax-amazon-robots-aws-outage-1000733393647", "outline": "(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, \"corporate terrorists\" (1:03:54) Study shows AI bias", "wordCount": 15871, "topics": [ "policy", "ai", "markets" ], "scores": { "ai": 1, "markets": 1, "world": 0, "policy": 2, "science": 0, "society": 1 } }, { "corpusSequence": 308, "title": "Joe Manchin on the Fight for America's Future: Term Limits, Bipartisanship & the 2028 Election", "date": "2025-10-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733161200", "sourceUrl": "https://spoken.md/episode/joe-manchin-on-the-fight-for-america-s-future-term-limits-bipartisanship-the-2028-election-1000733161200", "outline": "(0:00) Chamath and Jason welcome Senator Joe Manchin! 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Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history (52:59) AI PR crisis: Recent datacenters get denied", "wordCount": 14039, "topics": [ "world", "ai", "policy" ], "scores": { "ai": 2, "markets": 0, "world": 6, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 305, "title": "1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned", "date": "2025-10-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000732119543", "sourceUrl": "https://spoken.md/episode/1929-vs-2025-andrew-ross-sorkin-on-crashes-bubbles-lessons-learned-1000732119543", "outline": "(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, \"1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation\" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025? (26:21) Role of journalist vs market participant; characters of the 2025 market (30:10) AI's potential 1929-like impact on unemployment (35:16) Why socialism is flaring up now more than it did post-1929 (40:34) Does the US need a 2025 \"New Deal\" on cutting spending, tariff balancing act (46:51) Film rights strategy Buy Sorkin's new book: Follow Andrew Ross Sorkin:", "wordCount": 9652, "topics": [ "markets", "ai", "world" ], "scores": { "ai": 1, "markets": 2, "world": 1, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 304, "title": "How Orlando Bravo Built One of the Most Successful Firms in Private Equity", "date": "2025-10-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000731960526", "sourceUrl": "https://spoken.md/episode/how-orlando-bravo-built-one-of-the-most-successful-firms-in-private-equity-1000731960526", "outline": "(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionics business (19:24) Thoma Bravo's operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public", "wordCount": 5401, "topics": [ "ai" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 303, "title": "Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today", "date": "2025-10-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000731837212", "sourceUrl": "https://spoken.md/episode/bryan-johnson-the-1-longevity-secret-you-can-start-doing-today-1000731837212", "outline": "(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research", "wordCount": 1659, "topics": [ "science" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 302, "title": "Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package", "date": "2025-10-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000731731813", "sourceUrl": "https://spoken.md/episode/cathie-wood-on-how-ai-can-double-gdp-bull-case-for-bitcoin-1m-elon-s-trillion-dollar-pay-package-1000731731813", "outline": "(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strategies for bull and bear markets (16:01) Thoughts on Elon's trillion-dollar pay package", "wordCount": 2707, "topics": [ "markets", "ai" ], "scores": { "ai": 2, "markets": 4, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 301, "title": "Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally", "date": "2025-10-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000731223681", "sourceUrl": "https://spoken.md/episode/trump-brokers-gaza-peace-deal-national-guard-in-chicago-openai-amd-ai-roundtripping-gold-rally-1000731223681", "outline": "(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the \"AI Bubble\" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets Follow Brad:", "wordCount": 15858, "topics": [ "ai", "policy", "world" ], "scores": { "ai": 5, "markets": 0, "world": 1, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 300, "title": "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built", "date": "2025-10-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000731017039", "sourceUrl": "https://spoken.md/episode/sequoia-s-roelof-botha-why-venture-capital-is-broken-how-great-companies-are-built-1000731017039", "outline": "(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz (26:06) Investing in biotech, importance of expertise in VC", "wordCount": 5336, "topics": [ "markets", "world", "science" ], "scores": { "ai": 0, "markets": 5, "world": 1, "policy": 0, "science": 1, "society": 1 } }, { "corpusSequence": 299, "title": "YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators", "date": "2025-10-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000730855654", "sourceUrl": "https://spoken.md/episode/youtube-ceo-neal-mohan-on-ai-censorship-the-future-of-creators-1000730855654", "outline": "(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities", "wordCount": 5083, "topics": [ "ai" ], "scores": { "ai": 3, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 298, "title": "Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact", "date": "2025-10-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000730785066", "sourceUrl": "https://spoken.md/episode/joe-tsai-on-us-china-rivalry-ai-s-future-owning-the-nets-liberty-caitlin-clark-s-major-impact-1000730785066", "outline": "(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing corporate culture at Alibaba's scale, Nets predictions (23:17) AI adoption, job anxiety, and AGI views in China", "wordCount": 4258, "topics": [ "ai", "world", "society" ], "scores": { "ai": 5, "markets": 0, "world": 5, "policy": 0, "science": 0, "society": 2 } }, { "corpusSequence": 297, "title": "Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy", "date": "2025-10-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000729976138", "sourceUrl": "https://spoken.md/episode/biggest-lbo-ever-spac-2-0-open-source-ai-models-state-ai-regulation-frenzy-1000729976138", "outline": "(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: \"AI Slop\" or the future of content? 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(51:37) US Sovereign Wealth Fund (58:41) Why corporate bankruptcies are trending up in 2025 (1:12:12) OpenAI's novel LLM-based approach to longevity research Join us at the All-In Summit: Summit scholarship application: Get The Besties All-In Tequila:", "wordCount": 17032, "topics": [ "markets", "ai", "policy" ], "scores": { "ai": 2, "markets": 4, "world": 1, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 273, "title": "AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame", "date": "2025-08-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000723131213", "sourceUrl": "https://spoken.md/episode/ai-bubble-pops-zuck-freezes-hiring-newsom-s-2028-surge-russia-ukraine-endgame-1000723131213", "outline": "(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee (54:03) Russia/Ukraine: Trump's two summits, what endgame to expect? Join us at the All-In Summit: Summit scholarship application: Get The Besties All-In Tequila:", "wordCount": 13212, "topics": [ "ai", "world", "policy" ], "scores": { "ai": 4, "markets": 0, "world": 4, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 272, "title": "Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History", "date": "2025-08-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000722879566", "sourceUrl": "https://spoken.md/episode/senator-eric-schmitt-exposing-the-biggest-censorship-scandal-in-us-history-1000722879566", "outline": "(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI (18:44) Behind the Hunter Biden laptop story and COVID censorship (30:17) The NGO \"Leviathan\" and how censorship requests were laundered, Hamilton 68 (36:38) Russiagate and the Obama intel report on the 2016 Election (47:15) Russia-Ukraine War, possible peace deal, and US foreign policy Buy The Last Line of Defense: How to Beat the Left in Court: Follow Senator Schmitt:", "wordCount": 11683, "topics": [ "world", "policy", "ai" ], "scores": { "ai": 1, "markets": 0, "world": 4, "policy": 4, "science": 0, "society": 1 } }, { "corpusSequence": 271, "title": "AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?", "date": "2025-08-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000722133107", "sourceUrl": "https://spoken.md/episode/ai-psychosis-america-s-broken-social-fabric-trump-takes-over-dc-police-is-vc-broken-1000722133107", "outline": "(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC police (1:05:39) Venture Capital: is it broken and what it will look like in the future?", "wordCount": 17486, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 2, "markets": 2, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 270, "title": "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis", "date": "2025-08-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000721304192", "sourceUrl": "https://spoken.md/episode/openai-s-gpt-5-flop-ai-s-unlimited-market-china-s-big-advantage-rise-in-socialism-housing-crisis-1000721304192", "outline": "(0:00) Bestie intros! 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(1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach (1:27:51) Nvidia chips being smuggled to China (1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy (1:40:09) Summer reading recommendations Join us at the All-In Summit: Summit scholarship application: Get The Besties All-In Tequila: Follow Ben: Follow Gavin: Follow Phil:", "wordCount": 20681, "topics": [ "ai", "society", "world" ], "scores": { "ai": 6, "markets": 1, "world": 3, "policy": 2, "science": 3, "society": 4 } }, { "corpusSequence": 269, "title": "Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy", "date": "2025-08-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000720283063", "sourceUrl": "https://spoken.md/episode/trump-ai-speech-action-plan-dc-summit-recap-hot-gdp-print-trade-deals-altman-warns-no-privacy-1000720283063", "outline": "(0:00) Bestie intros! (1:44) Recapping \"Winning the AI Race\" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal Join us at the All-In Summit: Summit scholarship application: Get The Besties All-In Tequila:", "wordCount": 16601, "topics": [ "ai", "policy", "markets" ], "scores": { "ai": 6, "markets": 1, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 268, "title": "Winning the AI Race Part 5: President Trump on the AI Action Plan", "date": "2025-07-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000718752062", "sourceUrl": "https://spoken.md/episode/winning-the-ai-race-part-5-president-trump-on-the-ai-action-plan-1000718752062", "outline": "(0:00) President Trump on the AI Agenda (54:14) Executive Order signing", "wordCount": 9162, "topics": [ "ai", "policy" ], "scores": { "ai": 3, "markets": 0, "world": 0, "policy": 3, "science": 0, "society": 0 } }, { "corpusSequence": 267, "title": "Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum", "date": "2025-07-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000718743564", "sourceUrl": "https://spoken.md/episode/winning-the-ai-race-part-4-scott-bessent-howard-lutnick-chris-wright-and-doug-burgum-1000718743564", "outline": "(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary", "wordCount": 8295, "topics": [ "ai", "markets", "science" ], "scores": { "ai": 1, "markets": 1, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 266, "title": "Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller", "date": "2025-07-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000718738622", "sourceUrl": "https://spoken.md/episode/winning-the-ai-race-part-3-jensen-huang-lisa-su-james-litinsky-chase-lochmiller-1000718738622", "outline": "(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia", "wordCount": 11362, "topics": [ "ai" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 265, "title": "Winning the AI Race Part 2: Vice President JD Vance", "date": "2025-07-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000718734509", "sourceUrl": "https://spoken.md/episode/winning-the-ai-race-part-2-vice-president-jd-vance-1000718734509", "outline": "(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world (16:41) AI's impact on jobs (22:02) Should America facilitate \"National Champions\" in strategic industries? 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(1:13:12) SCOTUS backs Trump over federal government RIF plans Follow Keith: Follow Travis: Get The Besties All-In Tequila: Join us at the All-In Summit: Summit scholarship application:", "wordCount": 15553, "topics": [ "ai", "policy" ], "scores": { "ai": 10, "markets": 0, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 261, "title": "Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO", "date": "2025-07-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000715734494", "sourceUrl": "https://spoken.md/episode/big-beautiful-bill-elon-trump-dollar-down-big-harvard-s-money-problems-figma-ipo-1000715734494", "outline": "(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings (1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI Get All-In Tequila: Join us at All-In Summit:", "wordCount": 15376, "topics": [ "markets", "policy", "ai" ], "scores": { "ai": 3, "markets": 5, "world": 0, "policy": 4, "science": 2, "society": 0 } }, { "corpusSequence": 260, "title": "12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner", "date": "2025-06-28", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000714897100", "sourceUrl": "https://spoken.md/episode/12-day-war-socialism-wins-in-nyc-stocks-all-time-high-ai-copyright-science-corner-1000714897100", "outline": "(0:00) Bestie intros: The Core Four is back! 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(1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings Get All-In Tequila: Join us at All-In Summit:", "wordCount": 19793, "topics": [ "ai", "world", "science" ], "scores": { "ai": 3, "markets": 2, "world": 3, "policy": 1, "science": 3, "society": 1 } }, { "corpusSequence": 259, "title": "IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate", "date": "2025-06-21", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000713909406", "sourceUrl": "https://spoken.md/episode/ipos-and-spacs-are-back-mag-7-showdown-zuck-on-tilt-apple-s-fumble-genius-act-passes-senate-1000713909406", "outline": "(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more (42:41) Why Apple is fumbling AI and how they can fix it? (57:02) IPOs and M&A heating up in 2025 (1:16:18) State of liquidity: SPACs, Direct Listings, and more (1:25:40) Amazon's \"kingmaker\" position, job displacement (1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate (1:52:13) Animal trailer Follow Thomas Laffont: Animal Trailer:", "wordCount": 20639, "topics": [ "ai", "markets", "society" ], "scores": { "ai": 6, "markets": 2, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 258, "title": "Tony Robbins | All-In Live from Miami", "date": "2025-06-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000713624647", "sourceUrl": "https://spoken.md/episode/tony-robbins-all-in-live-from-miami-1000713624647", "outline": "(0:00) The Besties welcome Tony Robbins! 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(0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32) Addressing overregulation at the local level (17:05) Ambitions for his post-Mayor career (21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!", "wordCount": 4742, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 254, "title": "Nico Rosberg on the Booming Business of F1 | All-In Live from Miami", "date": "2025-05-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000710440102", "sourceUrl": "https://spoken.md/episode/nico-rosberg-on-the-booming-business-of-f1-all-in-live-from-miami-1000710440102", "outline": "(0:00) The Besties welcome Nico Rosberg! (0:27) Nico's history with F1, what makes a great driver (6:24) The business of F1 (10:05) Teammate rivalries, why \"Drive to Survive\" works, future growth (16:48) Post-F1 career, best angel investments, becoming a VC (22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: Check out Circle: Follow Nico:", "wordCount": 4366, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 253, "title": "Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview", "date": "2025-05-25", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000709769140", "sourceUrl": "https://spoken.md/episode/senator-ron-johnson-on-the-senate-showdown-over-trump-s-big-beautiful-bill-all-in-interview-1000709769140", "outline": "(0:00) Friedberg and Chamath welcome Senator Ron Johnson (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt (14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality (24:53) Energy rescissions, future of DOGE (32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement (54:15) Next steps if the Big, Beautiful Bill passes (58:35) Post-interview recap Follow Senator Johnson:", "wordCount": 11252, "topics": [ "markets", "policy", "science" ], "scores": { "ai": 0, "markets": 2, "world": 0, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 252, "title": "Bond crisis looming? 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(1:23:02) How increased energy production could solve America's fiscal problems", "wordCount": 17838, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 6, "markets": 3, "world": 0, "policy": 3, "science": 2, "society": 0 } }, { "corpusSequence": 251, "title": "Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami", "date": "2025-05-21", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000709317059", "sourceUrl": "https://spoken.md/episode/antonio-gracias-doge-updates-voter-fraud-arrests-finding-big-balls-all-in-live-from-miami-1000709317059", "outline": "(0:00) The Besties welcome Antonio Gracias! 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(5:58) AI's true superpower and the next jump (12:23) AI robotics: humanoids and other form factors (17:07) Future of foundational models and open-source (19:59) Human-computer interaction in the age of AI (31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: Check out Circle:", "wordCount": 5725, "topics": [ "ai", "science" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 249, "title": "Trump's Big Week: Middle East Trip, China Deal, Pharma EO, \"Big, Beautiful Bill\" with Ben Shapiro", "date": "2025-05-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000708799914", "sourceUrl": "https://spoken.md/episode/trump-s-big-week-middle-east-trip-china-deal-pharma-eo-big-beautiful-bill-with-ben-shapiro-1000708799914", "outline": "(0:00) The Besties welcome Ben Shapiro! (1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament (7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a \"New Middle East\" (35:18) US-China deal: is the tide turning on tariffs? (46:33) GOP divided over \"Big, Beautiful Bill\" due to its impact on our debt spiral (1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others (1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention? Follow Ben Shapiro:", "wordCount": 19098, "topics": [ "policy", "world", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 3, "policy": 4, "science": 1, "society": 0 } }, { "corpusSequence": 248, "title": "Sundar Pichai, CEO of Alphabet | The All-In Interview", "date": "2025-05-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000708692632", "sourceUrl": "https://spoken.md/episode/sundar-pichai-ceo-of-alphabet-the-all-in-interview-1000708692632", "outline": "(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user (15:32) Infrastructure advantage, foundational model differentiation (25:08) Future of human-computer interaction, hardware, competitive landscape in AI (35:29) Energy constraints in AI (41:20) Google's progress in quantum computing and robotics (47:56) Culture, coddling, and talent recruitment in the age of AI (56:50) Does he consider Alphabet a holding company searching for Google's next $100B business? 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(1:32) How she ended up in Trump's two administrations, history of the USDA (16:56) Trump's first 100 days, what needs to be reformed in the USDA (21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration (30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background (34:33) State of US farming in 2025, labor costs, opening up new markets, and more (42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation Follow Secretary Rollins:", "wordCount": 9100, "topics": [ "policy", "markets", "science" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 5, "science": 1, "society": 1 } }, { "corpusSequence": 244, "title": "Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down", "date": "2025-05-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000705909034", "sourceUrl": "https://spoken.md/episode/trump-s-first-100-days-tariffs-impact-trade-ai-agents-amazon-backs-down-1000705909034", "outline": "(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its tariff pricing feature, national security issues (1:04:13) AI agents, 1,000,000X'ing AI, and more Follow Aaron Levie: Follow Ryan Petersen:", "wordCount": 18159, "topics": [ "ai", "policy", "world" ], "scores": { "ai": 3, "markets": 0, "world": 1, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 243, "title": "Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery", "date": "2025-04-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000705002618", "sourceUrl": "https://spoken.md/episode/trump-rally-or-bessent-put-elon-back-at-tesla-google-s-gemini-problem-china-s-thorium-discovery-1000705002618", "outline": "(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American \"brand\"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough Follow Andrew:", "wordCount": 16882, "topics": [ "world", "policy", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 4, "policy": 3, "science": 1, "society": 0 } }, { "corpusSequence": 242, "title": "Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon", "date": "2025-04-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000704069760", "sourceUrl": "https://spoken.md/episode/trump-vs-harvard-nvidia-export-controls-how-dei-killed-hollywood-with-tim-dillon-1000704069760", "outline": "(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: Check out Tim's new special:", "wordCount": 17778, "topics": [ "ai", "policy", "world" ], "scores": { "ai": 3, "markets": 0, "world": 2, "policy": 3, "science": 1, "society": 2 } }, { "corpusSequence": 241, "title": "The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein", "date": "2025-04-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000703226522", "sourceUrl": "https://spoken.md/episode/the-great-tariff-debate-with-david-sacks-larry-summers-and-ezra-klein-1000703226522", "outline": "(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Recession chances, How the Trump administration gathers information (1:19:39) Future of the Democratic Party, Abundance agenda, DOGE (1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: Follow Ezra:", "wordCount": 21202, "topics": [ "world", "policy" ], "scores": { "ai": 0, "markets": 0, "world": 3, "policy": 3, "science": 0, "society": 0 } }, { "corpusSequence": 240, "title": "DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias", "date": "2025-04-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000702331467", "sourceUrl": "https://spoken.md/episode/doge-updates-liberation-day-tariff-reactions-with-ben-shapiro-and-antonio-gracias-1000702331467", "outline": "(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a Dem strategy to expand their voter base? (39:55) Tariffs: Liberation Day chaos, reactions, strategy (55:26) Impact, consequences, and risks for the Trump Administration (1:13:50) How the US can thrive in a high-tariff world (1:31:33) Future US political landscape if the tariff strategy fails (1:42:27) Chamath recaps his best-performing asset of 2025 + wrap Follow Antonio: Follow Ben:", "wordCount": 23206, "topics": [ "policy", "world", "society" ], "scores": { "ai": 0, "markets": 0, "world": 3, "policy": 6, "science": 0, "society": 1 } }, { "corpusSequence": 239, "title": "All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson", "date": "2025-04-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000701985217", "sourceUrl": "https://spoken.md/episode/all-in-live-from-austin-colin-and-samir-chris-williamson-and-bryan-johnson-1000701985217", "outline": "(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin & Samir join the Besties! (12:01) Evolution of short-form and long-form content (22:18) Business models for creatives (35:04) Advice to up and coming creators (42:10) Chris Williamson joins the Besties! (50:17) Making it seem effortless (57:47) Monetizing content (1:05:02) Scaling a one-man show (1:19:15) Bryan Johnson joins the Besties! (1:20:13) Spotify's move to video (1:21:21) Bryan's Ketamine experience (1:28:03) Creators and value props (1:36:52) Issues with the US food industry (1:43:10) Top tips for healthy living", "wordCount": 22291, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 238, "title": "The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations", "date": "2025-03-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000701316731", "sourceUrl": "https://spoken.md/episode/the-ai-cold-war-signalgate-coreweave-ipo-tariff-endgames-el-salvador-deportations-1000701316731", "outline": "(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin:", "wordCount": 15654, "topics": [ "ai", "world", "markets" ], "scores": { "ai": 4, "markets": 3, "world": 4, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 237, "title": "White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue", "date": "2025-03-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000700342968", "sourceUrl": "https://spoken.md/episode/white-house-bts-google-buys-wiz-treasury-vs-fed-space-rescue-1000700342968", "outline": "(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation (1:12:57) Space rescue, SpaceX vs China, lunar landing", "wordCount": 17072, "topics": [ "markets", "world" ], "scores": { "ai": 0, "markets": 5, "world": 1, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 236, "title": "Howard Lutnick | All-In DC", "date": "2025-03-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000700186434", "sourceUrl": "https://spoken.md/episode/howard-lutnick-all-in-dc-1000700186434", "outline": "(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump (38:01) Balancing the budget and fixing GDP (52:21) Tariff history and strategy, global trade (1:10:34) Trump Cards, building better government software, AI thoughts (1:22:49) Sovereign Wealth Fund strategy (1:37:16) How his family reacted to his new role", "wordCount": 18665, "topics": [ "policy", "ai", "markets" ], "scores": { "ai": 1, "markets": 1, "world": 1, "policy": 6, "science": 0, "society": 0 } }, { "corpusSequence": 235, "title": "Scott Bessent | All-In DC", "date": "2025-03-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000699766845", "sourceUrl": "https://spoken.md/episode/scott-bessent-all-in-dc-1000699766845", "outline": "(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today (21:30) Scott explains the Trump Administration's economic strategy (32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt (42:06) DOGE, DC grifts, shakeup at the IRS (50:51) Re-engineering social security through the US SWF, how energy factors in (1:00:02) Surprises, fixing affordability, thoughts on President Trump", "wordCount": 11125, "topics": [ "markets", "policy", "science" ], "scores": { "ai": 0, "markets": 3, "world": 0, "policy": 3, "science": 1, "society": 0 } }, { "corpusSequence": 234, "title": "Fixing the American Dream with Andrew Schulz", "date": "2025-03-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000699246197", "sourceUrl": "https://spoken.md/episode/fixing-the-american-dream-with-andrew-schulz-1000699246197", "outline": "(0:00) The Besties intro Andrew Schulz! (3:29) Friedberg hits a quick Science Corner on the future of fertility (9:35) Reacting to Gavin Newsom's new podcast: genius or pandering? (19:36) Tariff experiment so far: risks, communication issues, and more (30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform (55:45) Aligning upside via increased stock market participation (1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following (1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGE GET TICKETS for All-In Live: Miami Follow Andrew: Check out Andrew's new special LIFE:", "wordCount": 20188, "topics": [ "markets", "policy", "world" ], "scores": { "ai": 0, "markets": 3, "world": 1, "policy": 2, "science": 1, "society": 1 } }, { "corpusSequence": 233, "title": "Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO", "date": "2025-03-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000698337313", "sourceUrl": "https://spoken.md/episode/tariffs-trump-s-economic-endgame-market-chaos-bitcoin-reserve-coreweave-ipo-1000698337313", "outline": "(0:00) The Besties welcome Joe Lonsdale! (3:51) Jason recaps an eventful week in Washington (8:29) Trump's tariffs: endgame, impact, chaos, master plan (26:25) DOGE, IRA grifting, do campaign contributions need to be capped? (53:42) CoreWeave IPO (1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy (1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts (1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models (1:33:47) All-In for F1 Miami! (1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile (1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day (1:57:23) Importance of disclosures and updates on a market structure bill GET TICKETS for All-In Live: Miami Follow Joe:", "wordCount": 25127, "topics": [ "markets", "policy", "world" ], "scores": { "ai": 1, "markets": 9, "world": 3, "policy": 4, "science": 0, "society": 0 } }, { "corpusSequence": 232, "title": "Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy", "date": "2025-03-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000696915964", "sourceUrl": "https://spoken.md/episode/epstein-files-flop-state-of-the-market-autonomous-robots-trump-s-gold-card-friedberg-on-jeopardy-1000696915964", "outline": "(0:00) Bestie intros (1:41) Epstein files first release underwhelms (4:40) Friedberg recaps his experience on Celebrity Jeopardy! (14:22) State of autonomous robots (21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building (29:12) State of the market: stocks, tariffs, spending bill, the \"great reset\" (49:07) Trump's Gold Card (56:19) Sophisticated investor test, changing accreditation laws (1:06:57) USPS, Bezos refocuses the WaPo's opinion page", "wordCount": 14190, "topics": [ "markets", "policy", "ai" ], "scores": { "ai": 1, "markets": 3, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 231, "title": "The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private", "date": "2025-02-21", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000694899424", "sourceUrl": "https://spoken.md/episode/the-stablecoin-future-milei-s-memecoin-doge-for-the-dod-grok-3-why-stripe-stays-private-1000694899424", "outline": "(0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model (1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up (1:30:22) Science Corner: Asteroid update (1:35:42) Why Stripe hasn't gone public yet, despite great metrics Register for All-In at SXSW: Follow John: Follow Patrick:", "wordCount": 20042, "topics": [ "ai", "world", "policy" ], "scores": { "ai": 3, "markets": 2, "world": 3, "policy": 3, "science": 1, "society": 0 } }, { "corpusSequence": 230, "title": "JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant", "date": "2025-02-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000692415847", "sourceUrl": "https://spoken.md/episode/jd-vance-s-ai-speech-techno-optimists-vs-doomers-tariffs-ai-court-cases-with-naval-ravikant-1000692415847", "outline": "(0:00) The Besties intro Naval Ravikant! (9:07) Naval reflects on his thoughtful tweets and reputation (14:17) Unique views on parenting (23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers (1:11:06) Tariffs and the US economic experiment (1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders (1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks (1:45:09) Tulsi Gabbard, RFK Jr. confirmed Follow Naval:", "wordCount": 21650, "topics": [ "ai" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 229, "title": "DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s", "date": "2025-02-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000690112978", "sourceUrl": "https://spoken.md/episode/doge-vs-usaid-crypto-framework-google-s-75b-ai-spend-us-sovereign-wealth-fund-glp-1s-1000690112978", "outline": "(0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio:", "wordCount": 17679, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 4, "markets": 4, "world": 0, "policy": 4, "science": 1, "society": 0 } }, { "corpusSequence": 228, "title": "DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks", "date": "2025-01-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000687638652", "sourceUrl": "https://spoken.md/episode/deepseek-panic-us-vs-china-openai-40b-and-doge-delivers-with-travis-kalanick-and-david-sacks-1000687638652", "outline": "(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 reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis:", "wordCount": 19746, "topics": [ "ai", "world", "policy" ], "scores": { "ai": 4, "markets": 1, "world": 3, "policy": 3, "science": 0, "society": 0 } }, { "corpusSequence": 227, "title": "Ray Dalio | The All-In Interview", "date": "2025-01-28", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000686341107", "sourceUrl": "https://spoken.md/episode/ray-dalio-the-all-in-interview-1000686341107", "outline": "(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 companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US and China", "wordCount": 11304, "topics": [ "markets", "ai", "world" ], "scores": { "ai": 2, "markets": 5, "world": 2, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 226, "title": "Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!", "date": "2025-01-25", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000685388582", "sourceUrl": "https://spoken.md/episode/trump-s-first-week-inauguration-recap-executive-actions-tiktok-stargate-sacks-is-back-1000685388582", "outline": "(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 citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netflix's stock rise correlates with some alarming societal trends (1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs", "wordCount": 22941, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 4, "markets": 2, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 225, "title": "Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna", "date": "2025-01-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000684660917", "sourceUrl": "https://spoken.md/episode/inauguration-interviews-trump-s-talent-democratic-rebrand-more-with-house-whip-emmer-reps-swalwell-khanna-1000684660917", "outline": "(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. 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Cruz would approach Trump's first two weeks of his second term (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada (42:45) Thoughts on Senate confirmation hearings", "wordCount": 8958, "topics": [ "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 6, "science": 0, "society": 2 } }, { "corpusSequence": 223, "title": "Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs", "date": "2025-01-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000684449478", "sourceUrl": "https://spoken.md/episode/red-pilled-billionaires-la-fire-update-newsom-s-price-caps-tiktok-ban-jobless-mbas-1000684449478", "outline": "(0:00) The Besties welcome Mark Pincus! (3:53) Mark's background (6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls (51:32) Congestion pricing in NYC, fixing broken cities (1:08:33) TikTok ban: origin and potential outcomes (1:19:15) MBA hiring downturn (1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs!", "wordCount": 17753, "topics": [ "markets", "policy" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 222, "title": "LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland", "date": "2025-01-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000683542976", "sourceUrl": "https://spoken.md/episode/la-s-wildfire-disaster-zuck-flips-on-free-speech-why-trump-wants-greenland-1000683542976", "outline": "(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids?", "wordCount": 20364, "topics": [ "policy", "society", "ai" ], "scores": { "ai": 1, "markets": 1, "world": 0, "policy": 3, "science": 0, "society": 2 } }, { "corpusSequence": 221, "title": "2025 Predictions with bestie Gavin Baker", "date": "2025-01-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000682614648", "sourceUrl": "https://spoken.md/episode/2025-predictions-with-bestie-gavin-baker-1000682614648", "outline": "(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more", "wordCount": 19959, "topics": [ "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 220, "title": "DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie", "date": "2024-12-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000681186959", "sourceUrl": "https://spoken.md/episode/doge-kills-its-first-bill-zuck-vs-openai-google-s-ai-comeback-with-bestie-aaron-levie-1000681186959", "outline": "(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first casualty and its paradigm-shifting potential (48:25) Conspiracy Corner: What are the drones over New Jersey!? (57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software (1:27:29) Google's AI turnaround, future of AI physics and video models", "wordCount": 17627, "topics": [ "ai", "policy", "markets" ], "scores": { "ai": 7, "markets": 1, "world": 0, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 219, "title": "Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois", "date": "2024-12-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000680297760", "sourceUrl": "https://spoken.md/episode/trump-s-cabinet-google-s-quantum-chip-apple-s-flop-tiktok-state-of-vc-with-bestie-keith-rabois-1000680297760", "outline": "(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion (25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more (43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing (54:30) TikTok panics after appeals court upholds the \"divest-or-ban\" law, with a January 19th deadline (1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto", "wordCount": 16378, "topics": [ "markets", "policy", "ai" ], "scores": { "ai": 2, "markets": 3, "world": 0, "policy": 3, "science": 2, "society": 1 } }, { "corpusSequence": 218, "title": "New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale", "date": "2024-12-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000679544989", "sourceUrl": "https://spoken.md/episode/new-sec-chair-bitcoin-xai-supercomputer-unitedhealth-ceo-murder-with-gavin-baker-joe-lonsdale-1000679544989", "outline": "(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:08:28) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!:", "wordCount": 15388, "topics": [ "ai", "markets", "world" ], "scores": { "ai": 6, "markets": 4, "world": 2, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 217, "title": "DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory", "date": "2024-11-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000678020083", "sourceUrl": "https://spoken.md/episode/doge-unveils-a-roadmap-unlocking-gdp-growth-ww3-escalation-fat-cell-memory-1000678020083", "outline": "(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, \"default sustainable,\" how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!:", "wordCount": 12647, "topics": [ "policy", "science" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 5, "science": 1, "society": 0 } }, { "corpusSequence": 216, "title": "Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI", "date": "2024-11-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000677177032", "sourceUrl": "https://spoken.md/episode/trump-s-market-impact-bitcoin-m-a-ipos-transition-picks-polymarket-ceo-raided-by-fbi-1000677177032", "outline": "(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!:", "wordCount": 14725, "topics": [ "markets", "policy" ], "scores": { "ai": 0, "markets": 4, "world": 0, "policy": 3, "science": 0, "society": 0 } }, { "corpusSequence": 215, "title": "Trump wins! How it happened and what's next", "date": "2024-11-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000676248370", "sourceUrl": "https://spoken.md/episode/trump-wins-how-it-happened-and-what-s-next-1000676248370", "outline": "(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The All-In Holiday Spectacular!:", "wordCount": 18984, "topics": [ "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 5, "science": 0, "society": 1 } }, { "corpusSequence": 214, "title": "Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!", "date": "2024-11-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000675400950", "sourceUrl": "https://spoken.md/episode/inflated-gdp-google-earnings-how-the-media-lost-trust-rogan-trump-search-controversy-election-1000675400950", "outline": "(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: Get tickets for The All-In Holiday Spectacular!:", "wordCount": 16401, "topics": [ "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 6, "science": 0, "society": 2 } }, { "corpusSequence": 213, "title": "Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks", "date": "2024-10-25", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000674503009", "sourceUrl": "https://spoken.md/episode/markets-turn-trump-long-rates-spike-election-home-stretch-influencer-mania-saving-starbucks-1000674503009", "outline": "(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or has it hit market saturation? Get tickets to The All-In Holiday Spectacular:", "wordCount": 17976, "topics": [ "policy", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 4, "science": 0, "society": 0 } }, { "corpusSequence": 212, "title": "Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY", "date": "2024-10-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000673630951", "sourceUrl": "https://spoken.md/episode/dueling-presidential-interviews-spacex-s-big-catch-robotaxis-uber-buying-expedia-nuclear-nimby-1000673630951", "outline": "(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring Expedia (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI (1:11:10) Lawfare from the California Coastal Commission", "wordCount": 15016, "topics": [ "science", "policy", "ai" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 2, "science": 3, "society": 0 } }, { "corpusSequence": 211, "title": "JD Vance | All-In Summit 2024", "date": "2024-10-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000673188161", "sourceUrl": "https://spoken.md/episode/jd-vance-all-in-summit-2024-1000673188161", "outline": "(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation problem (5:04) Thoughts on Trump (8:53) Would JD Vance have certified the election in 2020? (12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs (19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years (23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem (25:55) Fixing the Southern Border (32:16) How to practically approach deportations, who's coming in through the Southern Border? 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(3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The Jayter's Ball (38:53) Google antitrust update: DOJ is going for a breakup (53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs (1:03:44) New TikTok survey shows increased usage as a news source (1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris?", "wordCount": 15078, "topics": [ "policy", "markets", "science" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 209, "title": "Elon Musk | All-In Summit 2024", "date": "2024-10-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000672239476", "sourceUrl": "https://spoken.md/episode/elon-musk-all-in-summit-2024-1000672239476", "outline": "(0:00) Announcement from Friedberg (0:24) Besties intro Elon Musk! (1:23) The Battle of Free Speech (10:24) Potential government efficiency agency (27:45) SpaceX updates, overreaching regulations (36:10) Thoughts on Boeing's culture (38:27) The 80/20 AI Future (54:03) Elon and Jason share unaired SNL skits Follow Elon:", "wordCount": 9739, "topics": [ "society", "ai", "policy" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 2 } }, { "corpusSequence": 208, "title": "In conversation with Mark Cuban", "date": "2024-10-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000671718715", "sourceUrl": "https://spoken.md/episode/in-conversation-with-mark-cuban-1000671718715", "outline": "(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 (5:43) The history of Cuban's love/hate relationship with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party nominations: Kamala vs. Trump (49:18) Biden's performance as President: what he got right and wrong (55:45) Should Kamala share blame for Biden's failures? (1:07:01) International conflict, national debt, crypto regulation (1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump (1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs (1:44:50) Thoughts on AI, what's next for him (1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise Follow Mark:", "wordCount": 24002, "topics": [ "policy", "ai", "markets" ], "scores": { "ai": 2, "markets": 2, "world": 0, "policy": 7, "science": 0, "society": 0 } }, { "corpusSequence": 207, "title": "John Mearsheimer and Jeffrey Sachs | All-In Summit 2024", "date": "2024-10-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000671463840", "sourceUrl": "https://spoken.md/episode/john-mearsheimer-and-jeffrey-sachs-all-in-summit-2024-1000671463840", "outline": "(0:00) Announcement from Friedberg! (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs (1:32) What is the Deep State Party, and what are their goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding the escalatory path to nuclear war (36:08) India's growing role; are China's wounds self-inflicted? (47:07) Conflict in the Middle East and the path to peace", "wordCount": 8512, "topics": [ "world", "science" ], "scores": { "ai": 0, "markets": 0, "world": 3, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 206, "title": "OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war", "date": "2024-09-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000670994563", "sourceUrl": "https://spoken.md/episode/openai-s-150b-conversion-meta-s-ar-glasses-blue-collar-boom-risk-of-nuclear-war-1000670994563", "outline": "(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS incumbents? (40:41) Implications from OpenAI's for-profit conversion (49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI? (1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up (1:20:55) Risk of nuclear war increasing", "wordCount": 16911, "topics": [ "ai", "world", "science" ], "scores": { "ai": 6, "markets": 1, "world": 2, "policy": 0, "science": 2, "society": 0 } }, { "corpusSequence": 205, "title": "Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala", "date": "2024-09-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000670207078", "sourceUrl": "https://spoken.md/episode/big-fed-rate-cuts-ai-killing-call-centers-50b-govt-boondoggle-vc-s-rough-years-trump-kamala-1000670207078", "outline": "(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both? (17:35) AI is coming for call centers; how agent training works (33:41) US government wasting $50B for rural internet and EV charging stations (47:10) Reflecting on some rough years in VC: is the model broken? (1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race", "wordCount": 14897, "topics": [ "ai", "policy", "markets" ], "scores": { "ai": 3, "markets": 2, "world": 0, "policy": 3, "science": 0, "society": 0 } }, { "corpusSequence": 204, "title": "\"Founder Mode,\" DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?", "date": "2024-09-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000668648499", "sourceUrl": "https://spoken.md/episode/founder-mode-doj-alleges-russian-podcast-op-kamala-flips-proposals-tech-loses-section-230-1000668648499", "outline": "(0:00) Bestie intros! Jason goes \"Founder Mode\" (1:03) All-In Summit lineup announcement (9:01) Understanding \"Founder Mode\" (32:52) Bolt is back in the news as Ryan Breslow goes \"Founder Mode\" (52:28) Tech's Section 230 protections might be in danger after new ruling (1:08:45) DOJ charges two Russians with infiltrating US media company (1:22:42) Kamala's economic pivot", "wordCount": 17435, "topics": [ "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 203, "title": "In conversation with Reid Hoffman & Robert F. Kennedy Jr.", "date": "2024-08-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000667463509", "sourceUrl": "https://spoken.md/episode/in-conversation-with-reid-hoffman-robert-f-kennedy-jr-1000667463509", "outline": "(0:00) Bestie intros: Buttons are back for fall (1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks (7:52) State of AI: Nvidia, cluster buildouts, competition (19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit (29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry (41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots (52:02) Reid's thoughts on growing antisemitism (55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc. (1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump (1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump (1:31:13) Falling out with the Democratic Party (1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda (1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy", "wordCount": 22359, "topics": [ "policy", "ai", "society" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 6, "science": 0, "society": 1 } }, { "corpusSequence": 202, "title": "Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions", "date": "2024-08-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000666412753", "sourceUrl": "https://spoken.md/episode/massive-jobs-revision-kamala-s-wealth-tax-polls-vs-prediction-markets-end-of-race-based-admissions-1000666412753", "outline": "(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publishes data from first incoming class post race-based admissions ban (36:16) Decision 2024: State of the race, Polls vs prediction markets (52:33) Tale of two tickets: Private sector vs. Public sector (1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets", "wordCount": 16130, "topics": [ "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 4, "science": 0, "society": 3 } }, { "corpusSequence": 201, "title": "Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive", "date": "2024-08-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000665661569", "sourceUrl": "https://spoken.md/episode/break-up-google-starbucks-ceo-out-kamala-s-price-controls-boeing-disaster-kursk-offensive-1000665661569", "outline": "(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google after last week's antitrust ruling (28:10) Starbucks replaces CEO with Chipotle chief (45:37) Work culture, WFH's damage to informal mentorship (59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus (1:21:27) Boeing's Starliner disaster strands two astronauts in space (1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report", "wordCount": 19370, "topics": [ "world", "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 3, "policy": 1, "science": 0, "society": 1 } }, { "corpusSequence": 200, "title": "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz", "date": "2024-08-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000664856299", "sourceUrl": "https://spoken.md/episode/yen-carry-trade-recession-odds-grow-buffett-cash-pile-google-ruled-monopoly-kamala-picks-walz-1000664856299", "outline": "(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a \"lowkey recession\"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate", "wordCount": 18904, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 199, "title": "Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO", "date": "2024-08-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000664170272", "sourceUrl": "https://spoken.md/episode/kamala-surges-trump-at-nabj-recession-fears-middle-east-escalation-ackman-postpones-ipo-1000664170272", "outline": "(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East? 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(22:47) Sam Altman's UBI study was a mixed bag (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire (48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted (1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate (1:08:37) Sacks responds to smear campaign (1:26:46) Science Corner: China's nuclear buildout", "wordCount": 17688, "topics": [ "science", "markets", "world" ], "scores": { "ai": 0, "markets": 2, "world": 2, "policy": 1, "science": 3, "society": 1 } }, { "corpusSequence": 197, "title": "Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem", "date": "2024-07-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000662778302", "sourceUrl": "https://spoken.md/episode/trump-assassination-attempt-secret-service-failure-inside-the-rnc-vc-liquidity-problem-1000662778302", "outline": "(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional decay (37:02) Inside the RNC: Sacks breaks down his speech (41:16) Trump picks JD Vance as his running mate (58:52) All-In Summit scholarship applications are LIVE! (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B", "wordCount": 13931, "topics": [ "policy", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 3, "science": 0, "society": 0 } }, { "corpusSequence": 196, "title": "Biden chaos, Soft landing secured? 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(26:22) Cognitive decline coverup, Bestie strategy for Dems (34:38) SCOTUS clarifies social media moderation (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies (1:00:03) SCOTUS to hear case on restricting online porn in Texas (1:05:27) SCOTUS rules in favor of President Trump in immunity case Join/host a meetup:", "wordCount": 15361, "topics": [ "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 2, "science": 0, "society": 1 } }, { "corpusSequence": 193, "title": "Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more", "date": "2024-06-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000660612288", "sourceUrl": "https://spoken.md/episode/presidential-debate-reaction-biden-hot-swap-tech-unemployment-openai-considers-for-profit-more-1000660612288", "outline": "(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering for-profit conversion (54:11) The problem with safety-focused AI startups (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office", "wordCount": 15028, "topics": [ "ai", "policy", "society" ], "scores": { "ai": 3, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 1 } }, { "corpusSequence": 192, "title": "In conversation with President Trump", "date": "2024-06-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000659680213", "sourceUrl": "https://spoken.md/episode/in-conversation-with-president-trump-1000659680213", "outline": "(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) Foreign policy: Ukraine/Russia (25:05) Foreign policy: Israel/Palestine (28:13) Abortion: Stance on a national ban (31:09) Foreign policy: China (32:33) COVID: Origins, Fauci relationship, deep state, bad deals (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent (46:07) JFK Files: Full release, importance of transparency (48:06) Debate prediction (50:15) Post-interview debrief", "wordCount": 15905, "topics": [ "world", "policy", "markets" ], "scores": { "ai": 0, "markets": 2, "world": 4, "policy": 3, "science": 2, "society": 1 } }, { "corpusSequence": 191, "title": "Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser", "date": "2024-06-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000659078968", "sourceUrl": "https://spoken.md/episode/elon-gets-paid-apple-s-ai-pop-openai-revenue-rip-macro-debate-inside-trump-fundraiser-1000659078968", "outline": "(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces \"Apple Intelligence\" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? Follow Tim Naki:", "wordCount": 15409, "topics": [ "ai", "policy", "science" ], "scores": { "ai": 3, "markets": 0, "world": 0, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 190, "title": "DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market", "date": "2024-06-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000658205142", "sourceUrl": "https://spoken.md/episode/doj-targets-nvidia-meme-stock-comeback-trump-fundraiser-in-sf-apple-openai-texas-stock-market-1000658205142", "outline": "(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season", "wordCount": 15926, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 5, "markets": 3, "world": 0, "policy": 1, "science": 1, "society": 1 } }, { "corpusSequence": 189, "title": "Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?", "date": "2024-05-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000657460552", "sourceUrl": "https://spoken.md/episode/trump-verdict-covid-cover-up-crypto-corner-salesforce-drops-20-ai-correction-1000657460552", "outline": "(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI correction?", "wordCount": 20042, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 3, "markets": 3, "world": 0, "policy": 3, "science": 0, "society": 0 } }, { "corpusSequence": 188, "title": "Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the \"vibecession,\" plastic in our balls", "date": "2024-05-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000656684041", "sourceUrl": "https://spoken.md/episode/scarlett-johansson-vs-openai-nvidia-s-trillion-dollar-problem-the-vibecession-plastic-in-our-balls-1000656684041", "outline": "(0:00) Bestie intros: Recapping \"General AI Hospital\" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles", "wordCount": 16233, "topics": [ "ai", "markets" ], "scores": { "ai": 6, "markets": 2, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 187, "title": "GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?", "date": "2024-05-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000655961281", "sourceUrl": "https://spoken.md/episode/gpt-4o-launches-glue-demo-ohalo-breakthrough-druck-s-argentina-bet-did-google-kill-perplexity-1000655961281", "outline": "(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search", "wordCount": 19224, "topics": [ "ai" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 186, "title": "In conversation with Sam Altman", "date": "2024-05-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000655220554", "sourceUrl": "https://spoken.md/episode/in-conversation-with-sam-altman-1000655220554", "outline": "(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI in a post-AI world (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company (1:05:33) Post-interview recap (1:10:38) All-In Summit announcements, college protests (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next? (1:29:41) Google unveils AlphaFold 3.0 Follow Sam:", "wordCount": 18268, "topics": [ "ai", "society", "policy" ], "scores": { "ai": 6, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 2 } }, { "corpusSequence": 185, "title": "In conversation with Sheryl Sandberg, plus open-source AI gene editing explained", "date": "2024-05-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000654468116", "sourceUrl": "https://spoken.md/episode/in-conversation-with-sheryl-sandberg-plus-open-source-ai-gene-editing-explained-1000654468116", "outline": "(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with \"Screams Before Silence\"; reaction to sexual violence on and after 10/7 (28:18) Paths forward, documentary decisions, involvement of women in protests (53:03) Post-interview debrief (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1 Follow Sheryl: Watch Screams Before Silence:", "wordCount": 13191, "topics": [ "ai", "science" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 184, "title": "Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax", "date": "2024-04-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000653731860", "sourceUrl": "https://spoken.md/episode/meta-s-scorched-earth-approach-to-ai-tesla-s-future-tiktok-bill-ftc-bans-noncompetes-wealth-tax-1000653731860", "outline": "(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on startups and company formation (1:00:33) Besties reminisce on their encounters with Steve Jobs (1:10:25) TikTok \"divest-or-ban\" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done? (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets", "wordCount": 18140, "topics": [ "policy", "ai", "markets" ], "scores": { "ai": 2, "markets": 2, "world": 1, "policy": 3, "science": 0, "society": 2 } }, { "corpusSequence": 183, "title": "Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal", "date": "2024-04-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000653010051", "sourceUrl": "https://spoken.md/episode/google-fires-protestors-npr-chaos-humane-s-ai-pin-startup-tax-crisis-sports-betting-scandal-1000653010051", "outline": "(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, \"High IQ foods\" (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth (14:38) Google fires protestors (35:08) Chaos and culture wars at NPR (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions (1:02:28) Startup tax crisis: How a recent provision upended R&D deductions (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US (1:23:33) How to get better at chess, childhood Bestie schemes", "wordCount": 18001, "topics": [ "ai", "policy", "society" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 2, "science": 0, "society": 1 } }, { "corpusSequence": 182, "title": "Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more", "date": "2024-04-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000652303387", "sourceUrl": "https://spoken.md/episode/e174-inflation-stays-hot-ai-disclosure-bill-drone-warfare-defense-startups-more-1000652303387", "outline": "Register for the All-In Summit: (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut? (45:41) AI disclosure bill: important step for creators or unnecessary? (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision", "wordCount": 15349, "topics": [ "world", "markets", "ai" ], "scores": { "ai": 3, "markets": 4, "world": 5, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 181, "title": "Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO", "date": "2024-04-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000651584961", "sourceUrl": "https://spoken.md/episode/e173-google-buying-hubspot-ftx-depositors-not-made-whole-ai-job-fears-ukraine-joining-nato-1000651584961", "outline": "(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX Correction: Depositors are not getting \"made whole\" (19:26) Trump Media updates (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited? (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications", "wordCount": 16762, "topics": [ "world", "society", "ai" ], "scores": { "ai": 2, "markets": 0, "world": 4, "policy": 2, "science": 0, "society": 3 } }, { "corpusSequence": 180, "title": "SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more", "date": "2024-03-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000650880268", "sourceUrl": "https://spoken.md/episode/e172-sbf-gets-25-years-trump-s-meme-stock-rfk-jr-picks-vp-biden-s-2025-budget-more-1000650880268", "outline": "(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to confront America's existential crisis? (1:11:59) Science Corner: Why the price of cocoa has skyrocketed! (1:16:41) Movie talk and wrap!", "wordCount": 15398, "topics": [ "policy", "markets", "science" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 4, "science": 1, "society": 0 } }, { "corpusSequence": 179, "title": "DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more", "date": "2024-03-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000650155674", "sourceUrl": "https://spoken.md/episode/e171-doj-sues-apple-ai-arms-race-reddit-ipo-realtor-settlement-more-1000650155674", "outline": "(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward (44:30) Microsoft's \"Shadow Acquihire\" of Inflection AI (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund (1:01:57) Reddit IPO: is risk-on back? (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink", "wordCount": 14755, "topics": [ "ai", "markets", "science" ], "scores": { "ai": 5, "markets": 3, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 178, "title": "Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more", "date": "2024-03-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000649381883", "sourceUrl": "https://spoken.md/episode/e170-tech-s-vibe-shift-tiktok-ban-debate-vertical-ai-boom-florida-bans-lab-grown-meat-more-1000649381883", "outline": "(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups? (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness? (1:22:10) Florida on the verge of banning lab-grown meat", "wordCount": 17653, "topics": [ "ai" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 177, "title": "Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics", "date": "2024-03-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000648540648", "sourceUrl": "https://spoken.md/episode/e169-elon-sues-openai-apple-s-decline-tiktok-ban-bitcoin-100k-science-corner-microplastics-1000648540648", "outline": "(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with Sunny Madra! (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream", "wordCount": 17099, "topics": [ "ai", "markets", "science" ], "scores": { "ai": 5, "markets": 2, "world": 0, "policy": 1, "science": 2, "society": 0 } }, { "corpusSequence": 176, "title": "Can Google save itself? AI takes over Customer Support, Reddit IPO teardown", "date": "2024-03-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000647711654", "sourceUrl": "https://spoken.md/episode/e168-can-google-save-itself-ai-takes-over-customer-support-reddit-ipo-teardown-1000647711654", "outline": "(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should care about (5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more (29:17) How bloated HR departments slow down companies (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data? (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups (1:13:06) Reddit S-1 breakdown (1:22:52) The Apple Car is dead: Apple cancels Project Titan", "wordCount": 16149, "topics": [ "ai", "markets" ], "scores": { "ai": 4, "markets": 3, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 175, "title": "Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more", "date": "2024-02-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000646649437", "sourceUrl": "https://spoken.md/episode/e167-nvidia-smashes-earnings-again-google-s-woke-ai-disaster-groq-s-lpu-breakthrough-more-1000646649437", "outline": "(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks", "wordCount": 14571, "topics": [ "ai", "world" ], "scores": { "ai": 6, "markets": 0, "world": 1, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 174, "title": "Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more", "date": "2024-02-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000645644386", "sourceUrl": "https://spoken.md/episode/e166-mind-blowing-ai-video-openai-launches-sora-is-biden-too-old-tucker-putin-interview-more-1000645644386", "outline": "(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview", "wordCount": 19499, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 4, "markets": 3, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 173, "title": "Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis", "date": "2024-02-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000644809294", "sourceUrl": "https://spoken.md/episode/e165-vision-pro-use-or-lose-meta-vs-snap-saas-recovery-ai-investing-rolling-real-estate-crisis-1000644809294", "outline": "(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues", "wordCount": 16297, "topics": [ "ai" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 172, "title": "Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack", "date": "2024-02-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000643984249", "sourceUrl": "https://spoken.md/episode/e164-zuck-s-senate-apology-elon-s-comp-package-voided-crony-capitalism-reddit-ipo-drone-attack-1000643984249", "outline": "(0:00) Bestie intros! The guys try the Apple Vision Pro (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex", "wordCount": 17119, "topics": [ "markets", "world" ], "scores": { "ai": 0, "markets": 3, "world": 3, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 171, "title": "Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more", "date": "2024-01-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000643132735", "sourceUrl": "https://spoken.md/episode/e163-market-rips-media-rifs-texas-defies-biden-fintech-reckoning-arkstorm-2-0-more-1000643132735", "outline": "(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business model, death spiral (35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government (1:04:18) Ethics of publishing non-public financial data (1:13:07) Fintech's reckoning (1:26:27) ARkStorm 2.0", "wordCount": 17166, "topics": [ "policy", "society", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 3, "science": 0, "society": 2 } }, { "corpusSequence": 170, "title": "Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more", "date": "2024-01-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000642272547", "sourceUrl": "https://spoken.md/episode/e162-live-from-davos-milei-goes-viral-adam-neumann-s-headwinds-streaming-s-broken-model-microplastics-more-1000642272547", "outline": "(0:00) Live from the WEF: \"Oh Davos, Kumbaya\" (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump (21:53) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing familiar challenges at his new startup, Flow (50:24) Evaluating \"tech-enabled businesses\" vs. traditional businesses that are utilizing technology (1:00:47) Streaming at a crossroads: is the business model broken? (1:20:51) Science Corner: New study on microplastics in water bottles (1:32:42) All-In Poker", "wordCount": 17901, "topics": [ "policy", "science" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 1, "society": 0 } }, { "corpusSequence": 169, "title": "US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI", "date": "2024-01-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000641555478", "sourceUrl": "https://spoken.md/episode/e161-us-strikes-houthis-market-instability-q1-rate-cuts-in-doubt-carta-s-major-mishap-dei-1000641555478", "outline": "(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey", "wordCount": 18131, "topics": [ "society", "ai", "markets" ], "scores": { "ai": 1, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 2 } }, { "corpusSequence": 168, "title": "2024 Predictions! Markets, tech, politics, and more", "date": "2024-01-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000640721295", "sourceUrl": "https://spoken.md/episode/e160-2024-predictions-markets-tech-politics-and-more-1000640721295", "outline": "(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner (32:08) 2024's Biggest Business Loser (37:31) 2024's Biggest Business Deal (41:15) 2024's Most Contrarian Belief (51:18) 2024's Best-Performing Asset (56:46) 2024's Worst-Performing Asset (1:06:14) 2024's Most Anticipated Trend (1:12:28) 2024's Most Anticipated Media (1:22:28) Emotional condition heading into 2024", "wordCount": 15852, "topics": [ "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 167, "title": "The Bestie Awards! Recapping the best and worst of 2023", "date": "2023-12-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000640031471", "sourceUrl": "https://spoken.md/episode/e159-the-bestie-awards-recapping-the-best-and-worst-of-2023-1000640031471", "outline": "(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Business Loser (30:32) Biggest Business Surprise (35:57) Best Science Breakthrough (40:30) Biggest Flash in the Pan (42:34) Best CEO (44:53) Best Investor (47:07) Best Turnaround (50:04) Worst Company (54:21) Best Meme (56:53) Best New Tech (59:57) Best Trend (1:02:12) Worst Trend (1:07:42) Favorite Media (1:12:40) The Rudy Giuliani Award for Self-Immolation (1:17:02) Final Thoughts", "wordCount": 14096, "topics": [ "science", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 1, "society": 1 } }, { "corpusSequence": 166, "title": "Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked", "date": "2023-12-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000639504580", "sourceUrl": "https://spoken.md/episode/e158-global-trade-disrupted-adobe-figma-canceled-realtors-sued-trump-blocked-1000639504580", "outline": "(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen (35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment (54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages (1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US (1:31:58) Colorado bans Trump from primary ballots", "wordCount": 20246, "topics": [ "policy", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 165, "title": "Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more", "date": "2023-12-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000638743264", "sourceUrl": "https://spoken.md/episode/e157-epic-legal-win-openai-licensing-deals-fcc-targets-elon-alex-jones-reinstated-more-1000638743264", "outline": "(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Axel Springer (35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders (58:25) Alex Jones reinstated on X (1:22:59) Sacks receives an unlikely apology (1:27:32) Besties take two questions from the audience", "wordCount": 19434, "topics": [ "ai", "policy" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 164, "title": "Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update", "date": "2023-12-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000637880219", "sourceUrl": "https://spoken.md/episode/e156-ivy-league-antisemitism-macro-saas-recovery-gemini-figma-deal-delay-big-friedberg-update-1000637880219", "outline": "(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech (1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more (1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA", "wordCount": 16320, "topics": [ "ai" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 163, "title": "In conversation with Tucker Carlson, plus OpenAI chaos explained", "date": "2023-12-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000637209078", "sourceUrl": "https://spoken.md/episode/e155-in-conversation-with-tucker-carlson-plus-openai-chaos-explained-1000637209078", "outline": "(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance of rediscovering national alignment (30:53) Why prosperity begets self-destruction, climate change, immigration (59:48) Thoughts on the current political landscape and presidential candidates (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit (1:33:56) Post-interview debrief (1:41:49) Understanding the chaos at OpenAI", "wordCount": 24462, "topics": [ "society", "ai", "policy" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 1, "science": 1, "society": 3 } }, { "corpusSequence": 162, "title": "Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more", "date": "2023-11-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000635152035", "sourceUrl": "https://spoken.md/episode/e154-presidential-candidate-dean-phillips-in-conversation-with-the-besties-xi-s-sf-visit-more-1000635152035", "outline": "(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground (1:19:30) Post-interview debrief (1:29:12) Xi and Biden meet in San Francisco, Newsom up next? (1:45:00) Science Corner!: DeepMind's new weather forecasting model", "wordCount": 21552, "topics": [ "world", "policy", "science" ], "scores": { "ai": 0, "markets": 0, "world": 5, "policy": 4, "science": 1, "society": 1 } }, { "corpusSequence": 161, "title": "In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI", "date": "2023-11-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000634436355", "sourceUrl": "https://spoken.md/episode/e153-in-conversation-with-jared-kushner-israel-hamas-war-paths-forward-macro-picture-ai-1000634436355", "outline": "(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East (38:55) Failed solutions, Israel's response, paths to stability (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting (1:15:36) Improving macro picture, potential impact on 2024 election cycle (1:28:03) Russia-Ukraine (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement", "wordCount": 21613, "topics": [ "world", "ai", "policy" ], "scores": { "ai": 5, "markets": 0, "world": 7, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 160, "title": "Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's \"Cronkite Moment\" & more", "date": "2023-11-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000633572844", "sourceUrl": "https://spoken.md/episode/e152-real-estate-chaos-wework-bankruptcy-biden-regulates-ai-ukraine-s-cronkite-moment-more-1000633572844", "outline": "(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its \"Cronkite Moment\" (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy (1:08:07) Silicon Valley's shift right", "wordCount": 16356, "topics": [ "policy", "ai", "world" ], "scores": { "ai": 2, "markets": 1, "world": 2, "policy": 3, "science": 1, "society": 0 } }, { "corpusSequence": 159, "title": "WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more", "date": "2023-10-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000632873145", "sourceUrl": "https://spoken.md/episode/e151-ww3-risk-war-with-iran-4-9-gdp-startup-failures-growing-new-speaker-more-1000632873145", "outline": "(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi accident update (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities (1:24:47) Jason reflects on his time in the Middle East (1:31:09) New House Speaker and Trump case update", "wordCount": 18755, "topics": [ "world", "policy", "science" ], "scores": { "ai": 0, "markets": 0, "world": 3, "policy": 1, "science": 1, "society": 0 } }, { "corpusSequence": 158, "title": "Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle", "date": "2023-10-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000631982240", "sourceUrl": "https://spoken.md/episode/e150-israel-gaza-escalating-or-not-eu-censorship-regime-penn-donors-revolt-glp-1-hype-cycle-1000631982240", "outline": "(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past (42:56) Harvard and Penn megadonors cut ties (50:43) The EU's DSA: consumer protection or censorship regime? (1:06:05) GLP-1: the second biggest hype cycle of 2023", "wordCount": 14955, "topics": [ "world", "policy" ], "scores": { "ai": 0, "markets": 0, "world": 4, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 157, "title": "Hamas terror attacks in Israel: fallout, reaction, next steps", "date": "2023-10-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000631235650", "sourceUrl": "https://spoken.md/episode/e149-hamas-terror-attacks-in-israel-fallout-reaction-next-steps-1000631235650", "outline": "(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52) Trump administration's wins, Kushner's competence, path to a two-state solution (28:51) Letter from Harvard student organizations: understanding the reaction and fallout (46:53) The Biden Admin's next steps, electing excellence in leadership", "wordCount": 11569, "topics": [ "world", "policy" ], "scores": { "ai": 0, "markets": 0, "world": 2, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 156, "title": "McCarthy ousted, border chaos, Cruise's robotaxi \"accident\" & more", "date": "2023-10-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000630504191", "sourceUrl": "https://spoken.md/episode/e148-mccarthy-ousted-border-chaos-cruise-s-robotaxi-accident-more-1000630504191", "outline": "(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem (25:20) US Southern Border: Understanding the situation based on data (44:39) Cruise robotaxi \"accident\" in SF, lack of risk tolerance limiting technological progress in the West (1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere", "wordCount": 15141, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 155, "title": "TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?", "date": "2023-09-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000629694042", "sourceUrl": "https://spoken.md/episode/e147-ted-goes-woke-canada-s-nazi-blunder-ai-adds-vision-plus-who-owns-openai-1000629694042", "outline": "(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's ideological shift (15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers (44:01) \"When Virtue Signalling Goes Wrong\": Canadian parliament cheers for a Nazi (1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI (1:12:39) The next evolution of AI: multimodal and consumer hardware", "wordCount": 15884, "topics": [ "ai" ], "scores": { "ai": 5, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 154, "title": "Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more", "date": "2023-09-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000628873776", "sourceUrl": "https://spoken.md/episode/e146-did-the-fed-break-the-vc-model-plus-ipos-m-a-revaluing-unicorns-more-1000628873776", "outline": "(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the \"great reopening\" fall short? (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward (50:45) Breaking down Instacart and Klaviyo's businesses (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy? (1:32:51) Science Corner: new \"inverse-vaccine\" treatment is a potential game changer for autoimmune diseases", "wordCount": 18954, "topics": [ "markets", "science" ], "scores": { "ai": 0, "markets": 4, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 153, "title": "Presidential Candidate Chris Christie in conversation with the Besties", "date": "2023-09-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000627243985", "sourceUrl": "https://spoken.md/episode/e145-presidential-candidate-chris-christie-in-conversation-with-the-besties-1000627243985", "outline": "(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Russia: culpability, where to go from here (36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling (50:01) Immigration policy, how each party co-opts the issue (1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement (1:15:57) Why Chris Christie is running for president (1:17:41) Thoughts on prosecuting Trump, January 6th, and more (1:23:16) Chris Christie addresses his past controversies (1:48:34) Post-interview debrief", "wordCount": 21954, "topics": [ "world", "policy", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 3, "policy": 3, "science": 0, "society": 1 } }, { "corpusSequence": 152, "title": "Biden targets Elon, BRICS challenges the West, Tiger hit piece & more", "date": "2023-09-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000626455491", "sourceUrl": "https://spoken.md/episode/e144-biden-targets-elon-brics-challenges-the-west-tiger-hit-piece-more-1000626455491", "outline": "(0:00) Chamath's big poker trip (4:32) Addressing the \"in the arena\" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece (27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS (40:46) BRICS ultimate goals, India's key position (51:54) How energy independence plays into the future geopolitical order (1:00:22) All-In Summit party talk!", "wordCount": 12115, "topics": [ "policy", "science" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 151, "title": "Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more", "date": "2023-08-25", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000625724353", "sourceUrl": "https://spoken.md/episode/e143-nvidia-smashes-earnings-arm-walks-the-plank-m-a-market-vivek-dominates-gop-debate-more-1000625724353", "outline": "(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current investable metrics right now in VC (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions (1:39:46) Vivek's comments on the Climate Agenda (1:47:07) Prigozhin crash", "wordCount": 21429, "topics": [ "markets", "ai", "science" ], "scores": { "ai": 3, "markets": 5, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 150, "title": "\"Rich Men North of Richmond\" hits #1, upward mobility, real estate capital crunch, Trump RICO", "date": "2023-08-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000624930289", "sourceUrl": "https://spoken.md/episode/e142-rich-men-north-of-richmond-hits-1-upward-mobility-real-estate-capital-crunch-trump-rico-1000624930289", "outline": "(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) \"Rich Men North of Richmond\" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real estate capital crunch (1:12:26) Trump's newest indictment (1:23:31) What Adyen's big drop means for Stripe's valuation", "wordCount": 17296, "topics": [ "markets", "policy" ], "scores": { "ai": 0, "markets": 4, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 149, "title": "State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner", "date": "2023-08-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000624128289", "sourceUrl": "https://spoken.md/episode/e141-state-of-series-a-s-vc-dry-powder-ipo-window-opens-more-with-bill-gurley-brad-gerstner-1000624128289", "outline": "(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO down rounds, incentives to go public (1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market (1:22:26) Tragic Maui wildfires, extreme temperatures (1:26:11) Macro picture: inflation cools, deflation risk?", "wordCount": 17004, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 6, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 148, "title": "LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again", "date": "2023-08-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000623479706", "sourceUrl": "https://spoken.md/episode/e140-lk-99-sclerotic-establishments-fitch-downgrades-us-debt-trump-indicted-again-1000623479706", "outline": "(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) Fitch downgrades US debt rating (1:09:12) Trump's newest indictment", "wordCount": 17500, "topics": [ "markets", "policy", "science" ], "scores": { "ai": 0, "markets": 2, "world": 0, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 147, "title": "Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more", "date": "2023-07-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000622576522", "sourceUrl": "https://spoken.md/episode/e139-recapping-chamath-s-wedding-vc-surplus-unions-vs-hollywood-room-temp-superconductors-more-1000622576522", "outline": "(0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight loss in the US (21:56) Are there too many VCs? (38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine (54:07) Equity participations vs. unions, ownership upside vs. downside protections (1:05:04) Potential impact of room-temp superconductors Special thanks to our Italian audio/video team!:", "wordCount": 15113, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 146, "title": "Presidential Candidate Vivek Ramaswamy in conversation with the Besties", "date": "2023-07-21", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000621944082", "sourceUrl": "https://spoken.md/episode/e138-presidential-candidate-vivek-ramaswamy-in-conversation-with-the-besties-1000621944082", "outline": "(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment work requirements, immigration (30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China (44:46) Media strategy, Silicon Valley Bank's implosion (54:09) Thoughts on Trump (1:06:16) Campaign strategy, establishment appeal (1:14:10) Social issues: Abolishing the DOE, abortion, trans rights (1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine (1:39:27) Bestie update! (1:41:33) Post-interview debrief", "wordCount": 24842, "topics": [ "world", "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 7, "policy": 2, "science": 1, "society": 2 } }, { "corpusSequence": 145, "title": "Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth", "date": "2023-07-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000621177297", "sourceUrl": "https://spoken.md/episode/e137-inflation-cools-market-rips-ripple-msft-beat-regulators-nato-summit-cocktails-of-youth-1000621177297", "outline": "(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips (36:33) Lina Khan's losing streak, \"spray and pray\" strategy, overzealous regulators (51:08) EV supply/demand mismatch (1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO (1:18:52) Science Corner: New paper on reversing cellular aging", "wordCount": 16269, "topics": [ "markets", "world", "science" ], "scores": { "ai": 0, "markets": 4, "world": 3, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 144, "title": "E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health", "date": "2023-07-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000620386691", "sourceUrl": "https://spoken.md/episode/e136-hacking-the-pod-threads-launches-fed-minutes-immigration-debate-balloon-farce-heart-health-1000620386691", "outline": "(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data and outlook, and EU risk (56:07) Florida Senate Bill 1718, jobs, and immigration debate (1:21:48) Chinese balloon: political farce? (1:31:47) Gerstner Science Corner: preventative heart health", "wordCount": 17194, "topics": [ "science", "markets", "policy" ], "scores": { "ai": 1, "markets": 2, "world": 0, "policy": 2, "science": 3, "society": 2 } }, { "corpusSequence": 143, "title": "Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more", "date": "2023-07-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000618934299", "sourceUrl": "https://spoken.md/episode/e135-wagner-rebels-scotus-ends-aa-ai-m-a-startups-gone-bad-spacetime-warps-more-1000618934299", "outline": "(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B (1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy (1:26:38) Science Corner: Understanding the NANOGrav findings", "wordCount": 17206, "topics": [ "ai", "science" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 142, "title": "Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more", "date": "2023-06-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000618152237", "sourceUrl": "https://spoken.md/episode/e134-ukraine-counteroffensive-china-tensions-covid-patient-zero-rfk-jr-reaction-more-1000618152237", "outline": "(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection (33:25) Blinken's China visit, Biden's \"dictator\" gaffe, Taiwan's future (51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins (1:09:59) Secondary market for depressed startup shares heats up (1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain", "wordCount": 16926, "topics": [ "world", "markets", "policy" ], "scores": { "ai": 0, "markets": 1, "world": 6, "policy": 1, "science": 0, "society": 1 } }, { "corpusSequence": 141, "title": "Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner", "date": "2023-06-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000617315217", "sourceUrl": "https://spoken.md/episode/e133-market-melt-up-ipo-update-ai-startups-overheat-reddit-revolts-more-with-brad-gerstner-1000617315217", "outline": "(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position, AI's \"$20T question\" (50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes (1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps (1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more (1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia", "wordCount": 22416, "topics": [ "markets", "ai", "science" ], "scores": { "ai": 4, "markets": 6, "world": 0, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 140, "title": "SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!", "date": "2023-06-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000616425063", "sourceUrl": "https://spoken.md/episode/e132-sec-goes-after-crypto-giants-sequoia-splits-liv-pga-messi-s-deal-live-q-a-1000616425063", "outline": "(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas (56:16) Ukraine update, Tucker on Twitter (1:02:20) LIVE Q&A from Angel Summit in Napa!", "wordCount": 18588, "topics": [ "markets", "world" ], "scores": { "ai": 0, "markets": 2, "world": 2, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 139, "title": "2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more", "date": "2023-06-02", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000615470953", "sourceUrl": "https://spoken.md/episode/e131-2024-fantasy-president-picks-debt-ceiling-agreement-dollar-dominance-more-1000615470953", "outline": "(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble? (1:11:34) Book banning follow-up (1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware (1:26:31) Biden's fall, populism in both parties", "wordCount": 18289, "topics": [ "markets", "ai", "policy" ], "scores": { "ai": 2, "markets": 4, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 138, "title": "DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more", "date": "2023-05-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000614647805", "sourceUrl": "https://spoken.md/episode/e130-desantis-s-twitter-spaces-debt-ceiling-nvidia-rips-state-of-vc-startup-failure-more-1000614647805", "outline": "(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher taxes (57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology (1:06:20) Adobe's new AI product, why they might have overpaid for Figma (1:11:43) State of Silicon Valley, VC, and startups; dealing with failure (1:33:36) Bestie wrap!", "wordCount": 18989, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 3, "markets": 2, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 137, "title": "Sam Altman plays chess with regulators, AI's \"nuclear\" potential, big pharma bundling & more", "date": "2023-05-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000613721284", "sourceUrl": "https://spoken.md/episode/e129-sam-altman-plays-chess-with-regulators-ai-s-nuclear-potential-big-pharma-bundling-more-1000613721284", "outline": "(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angle, \"preemptive regulation,\" how AI relates to nuclear, insider insights from the White House's AI summit (43:33) Elon hires new Twitter CEO (48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics (1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies (1:07:45) Residential and commercial real estate headwinds (1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death (1:24:20) Soros political motivations for backing progressive DAs", "wordCount": 17071, "topics": [ "ai", "science", "policy" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 1, "science": 2, "society": 0 } }, { "corpusSequence": 136, "title": "Google enters AI wars, Druck's warning, Trump crushes CNN & more", "date": "2023-05-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000612829944", "sourceUrl": "https://spoken.md/episode/e128-google-enters-ai-wars-druck-s-warning-trump-crushes-cnn-more-1000612829944", "outline": "(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy accusations (49:52) Trump dominates CNN \"Town Hall,\" Trump vs. Biden potential (1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show! Register for All-In Summit 2023:", "wordCount": 14817, "topics": [ "policy", "ai" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 5, "science": 0, "society": 0 } }, { "corpusSequence": 135, "title": "Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties", "date": "2023-05-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000611941938", "sourceUrl": "https://spoken.md/episode/e127-presidential-candidate-robert-f-kennedy-jr-in-conversation-with-the-besties-1000611941938", "outline": "(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling (33:22) US Govt Intelligence Agencies: \"Deep State,\" increasing accountability, \"agency capture\" (46:04) COVID: mishandling, more \"agency capture,\" vaccine policy (55:10) Broader thoughts on vaccines in general (1:05:54) Energy policy: thoughts on nuclear (1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools (1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers (1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics (1:40:37) The Besties do a post-interview debrief (1:57:30) Announcing All-In Summit 2023!", "wordCount": 19643, "topics": [ "world", "society", "science" ], "scores": { "ai": 0, "markets": 1, "world": 4, "policy": 1, "science": 2, "society": 3 } }, { "corpusSequence": 134, "title": "Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more", "date": "2023-04-28", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000611058884", "sourceUrl": "https://spoken.md/episode/e126-big-tech-blow-out-powell-s-recession-warning-lab-grown-meat-rfk-jr-shakes-up-race-more-1000611058884", "outline": "(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and major constraints (1:06:47) Quick earnings button and RFK Jr's presidential bid", "wordCount": 14671, "topics": [ "ai" ], "scores": { "ai": 1, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 133, "title": "SpaceX launch, Fox News settlement, \"Zombie-corn\" exodus to AI, late-stage implosion", "date": "2023-04-21", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000610141959", "sourceUrl": "https://spoken.md/episode/e125-spacex-launch-fox-news-settlement-zombie-corn-exodus-to-ai-late-stage-implosion-1000610141959", "outline": "(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI \"dust storm\" (53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds (1:21:26) Is crypto dead in America? 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(1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team (1:08:36) Science corner: Superconductors (1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!", "wordCount": 17218, "topics": [ "markets", "world", "science" ], "scores": { "ai": 0, "markets": 4, "world": 1, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 127, "title": "Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more", "date": "2023-03-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000603720667", "sourceUrl": "https://spoken.md/episode/e119-silicon-valley-bank-implodes-startup-extinction-event-contagion-risk-culpability-and-more-1000603720667", "outline": "(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders", "wordCount": 17314, "topics": [ "markets", "policy" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 126, "title": "AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner", "date": "2023-03-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000602684760", "sourceUrl": "https://spoken.md/episode/e118-ai-fomo-frenzy-macro-update-fox-vs-dominion-us-vs-china-more-with-brad-gerstner-1000602684760", "outline": "(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom (1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China (1:34:33) Ukraine update: China's peace proposal, US strategy (1:46:34) Harvard legacy admissions, Draymond Green on Black History Month (1:50:01) Stripe chart errata, bestie wrap!", "wordCount": 20899, "topics": [ "world", "ai", "markets" ], "scores": { "ai": 2, "markets": 2, "world": 4, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 125, "title": "Toxic out-of-control trains, regulators, and AI", "date": "2023-02-17", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000600154307", "sourceUrl": "https://spoken.md/episode/e116-toxic-out-of-control-trains-regulators-and-ai-1000600154307", "outline": "(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more DONATE:", "wordCount": 16631, "topics": [ "ai" ], "scores": { "ai": 2, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 124, "title": "The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union", "date": "2023-02-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000599139168", "sourceUrl": "https://spoken.md/episode/e115-the-ai-search-wars-google-vs-microsoft-nordstream-report-state-of-the-union-1000599139168", "outline": "0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google's rough week 45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data? 1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns? 1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements", "wordCount": 20989, "topics": [ "ai", "markets", "world" ], "scores": { "ai": 4, "markets": 1, "world": 1, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 123, "title": "Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning", "date": "2023-02-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000597955364", "sourceUrl": "https://spoken.md/episode/e114-markets-update-whipsaw-macro-picture-big-tech-startup-mass-extinction-event-vc-reckoning-1000597955364", "outline": "(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's potential fraud, role of short sellers", "wordCount": 13314, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 122, "title": "DOJ tries to break up Google, vaccine questions, Ukraine escalation & more", "date": "2023-01-27", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000596931604", "sourceUrl": "https://spoken.md/episode/e113-doj-tries-to-break-up-google-vaccine-questions-ukraine-escalation-more-1000596931604", "outline": "(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on \"bundling\" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness (1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more (1:22:39) Science Corner: Will we soon be able to reverse aging?", "wordCount": 18229, "topics": [ "world", "science" ], "scores": { "ai": 0, "markets": 0, "world": 2, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 121, "title": "Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more", "date": "2023-01-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000595634186", "sourceUrl": "https://spoken.md/episode/e112-is-davos-a-grift-plus-globalist-mishaps-debt-ceilings-tiktok-s-endgame-more-1000595634186", "outline": "(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy (39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform (1:00:42) TikTok's endgame in the US: banned, spun out, or something else? (1:17:22) Pharma meets AI, best AI business models", "wordCount": 17870, "topics": [ "ai", "markets", "policy" ], "scores": { "ai": 2, "markets": 2, "world": 0, "policy": 2, "science": 0, "society": 1 } }, { "corpusSequence": 120, "title": "Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem", "date": "2023-01-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000594212341", "sourceUrl": "https://spoken.md/episode/e111-microsoft-to-invest-10b-in-openai-generative-ai-hype-america-s-over-classification-problem-1000594212341", "outline": "(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's documents, America's over-classification problem (1:27:16) Best cabinet positions/ambassadorships", "wordCount": 16693, "topics": [ "ai", "policy", "society" ], "scores": { "ai": 4, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 1 } }, { "corpusSequence": 119, "title": "2023 Bestie Predictions!", "date": "2023-01-06", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000592849700", "sourceUrl": "https://spoken.md/episode/e110-2023-bestie-predictions-1000592849700", "outline": "(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023's biggest business loser (42:03) Prediction 5: 2023's biggest business deal (52:41) Prediction 6: 2023's most contrarian belief (1:03:03) Prediction 7: 2023's best-performing asset (1:07:50) Prediction 8: 2023's worst-performing asset (1:14:46) Prediction 9: 2023's most anticipated trend (1:21:40) Prediction 10: 2023's most anticipated media (1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation", "wordCount": 17971, "topics": [ "ai", "markets", "society" ], "scores": { "ai": 1, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 118, "title": "2022 Bestie Awards Live from Twitter HQ", "date": "2022-12-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000591179129", "sourceUrl": "https://spoken.md/episode/e109-2022-bestie-awards-live-from-twitter-hq-1000591179129", "outline": "(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (29:48) Biggest loser in business (42:21) Biggest business surprise (51:16) Best science breakthrough (57:36) Biggest flash in the pan (1:42:24) Best CEO (1:47:38) Best investor (1:51:21) Worst investor (1:52:22) Best turnaround (1:55:58) Worst human being (1:59:57) Most loathsome company (2:01:32) Best new tech (2:02:34) Best trend (2:05:09) Worst trend (2:07:50) Best new media (2:10:26) The Rudy Giuliani Award for Self-Immolation!", "wordCount": 24386, "topics": [ "science", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 1, "society": 1 } }, { "corpusSequence": 117, "title": "Doxing debate, Nuclear fusion breakthrough, state of the markets & more", "date": "2022-12-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000590381259", "sourceUrl": "https://spoken.md/episode/e108-doxing-debate-nuclear-fusion-breakthrough-state-of-the-markets-more-1000590381259", "outline": "(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking (1:22:08) TV catch up, worst person in tech bracket", "wordCount": 16335, "topics": [ "science", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 0, "science": 4, "society": 0 } }, { "corpusSequence": 116, "title": "The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more", "date": "2022-12-10", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000589685304", "sourceUrl": "https://spoken.md/episode/e107-the-twitter-files-parts-1-2-shadow-banning-story-suppression-interference-more-1000589685304", "outline": "(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story (47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics (58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent", "wordCount": 13361, "topics": [ "world", "policy", "science" ], "scores": { "ai": 0, "markets": 0, "world": 3, "policy": 1, "science": 1, "society": 0 } }, { "corpusSequence": 115, "title": "SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more", "date": "2022-12-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000588602549", "sourceUrl": "https://spoken.md/episode/e106-sbf-s-media-strategy-ftx-culpability-chatgpt-saas-slowdown-more-1000588602549", "outline": "(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing (1:10:04) What OpenAI's new ChatGPT tool means for the future (1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI", "wordCount": 18426, "topics": [ "society", "ai", "world" ], "scores": { "ai": 4, "markets": 0, "world": 1, "policy": 0, "science": 0, "society": 5 } }, { "corpusSequence": 114, "title": "Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump", "date": "2022-11-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000586789342", "sourceUrl": "https://spoken.md/episode/e105-tech-culture-wars-elon-vs-sbf-sabotaging-republicans-with-trump-1000586789342", "outline": "0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture 1:17:23 SBF's leaked DMs, Elon's culture shift 1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more", "wordCount": 20468, "topics": [ "society", "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 2, "science": 0, "society": 3 } }, { "corpusSequence": 113, "title": "Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more", "date": "2022-11-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000585159865", "sourceUrl": "https://spoken.md/episode/e103-tech-layoffs-surge-big-tech-freezes-hiring-optimizing-for-profits-election-preview-more-1000585159865", "outline": "(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) \"Ligma/Johnson\" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated (35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years (54:04) Midterm election preview, understanding the shift toward populism (1:17:32) Science corner: Understanding Meta's AlphaFold competitor", "wordCount": 16842, "topics": [ "policy", "science" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 2, "science": 1, "society": 0 } }, { "corpusSequence": 112, "title": "Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more", "date": "2022-10-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000584319009", "sourceUrl": "https://spoken.md/episode/e102-elon-closes-twitter-deal-meta-uncertainty-zuck-s-historic-bet-big-tech-decline-more-1000584319009", "outline": "(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China (1:27:29) Science corner: Gut microbiome advancements", "wordCount": 17970, "topics": [ "markets", "world", "science" ], "scores": { "ai": 0, "markets": 2, "world": 2, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 111, "title": "Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more", "date": "2022-10-22", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000583509012", "sourceUrl": "https://spoken.md/episode/e101-ye-acquires-parler-snap-drops-30-macro-outlook-vc-metrics-valuing-stocks-more-1000583509012", "outline": "(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics (1:05:38) The difficulty of active stock picking and valuing businesses (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath", "wordCount": 18010, "topics": [ "markets", "ai" ], "scores": { "ai": 1, "markets": 2, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 110, "title": "Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more", "date": "2022-10-14", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000582630529", "sourceUrl": "https://spoken.md/episode/e100-reflecting-on-the-first-100-shows-fan-questions-nuclear-threat-markets-amazon-more-1000582630529", "outline": "(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more (53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario (1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks", "wordCount": 16985, "topics": [ "world", "science", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 2, "policy": 0, "science": 2, "society": 0 } }, { "corpusSequence": 109, "title": "Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more", "date": "2022-10-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000581893642", "sourceUrl": "https://spoken.md/episode/e99-cheating-scandals-twitter-updates-rapid-ai-advancements-biden-s-pardon-section-230-more-1000581893642", "outline": "0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads 49:45 Biden pardons all prior federal offenses of marijuana possession 59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations", "wordCount": 15949, "topics": [ "ai", "policy" ], "scores": { "ai": 3, "markets": 0, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 108, "title": "Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more", "date": "2022-10-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000581217472", "sourceUrl": "https://spoken.md/episode/e98-big-tech-starts-making-cuts-fed-incompetency-global-debt-russia-ukraine-more-1000581217472", "outline": "0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update", "wordCount": 14794, "topics": [ "markets", "world" ], "scores": { "ai": 0, "markets": 4, "world": 4, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 107, "title": "SPAC updates, public/private market overview, Putin's end game & more", "date": "2022-09-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000580394627", "sourceUrl": "https://spoken.md/episode/e97-spac-updates-public-private-market-overview-putin-s-end-game-more-1000580394627", "outline": "0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 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What does a viable path forward look like? 1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic? 1:19:41 Q: Advice for non-technical people trying to get into the startup world? 1:24:44 Q: Thoughts on the potential consumer credit crisis? 1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? 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To watch on YouTube, check out our All-In Summit playlist: 0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking 10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX Follow Joe:", "wordCount": 5823, "topics": [ "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 2 } }, { "corpusSequence": 90, "title": "#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem", "date": "2022-06-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000564847928", "sourceUrl": "https://spoken.md/episode/ais-the-lanby-s-tandice-urban-on-solving-healthcare-s-customer-service-problem-1000564847928", "outline": "This talk was recorded LIVE at the All-In Summit in Miami and included slides. 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To watch on YouTube, check out our All-In Summit playlist: 0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms Follow Nate:", "wordCount": 7199, "topics": [ "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 86, "title": "#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market", "date": "2022-05-29", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000564432997", "sourceUrl": "https://spoken.md/episode/ais-divvy-homes-ceo-adena-hefets-breaks-down-the-state-of-the-us-housing-market-1000564432997", "outline": "This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: 0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more 30:08 Adena does a Bestie Intro for herself! 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To watch on YouTube, check out our All-In Summit playlist: 0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking 26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture 51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players Follow the guests:", "wordCount": 13280, "topics": [ "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 83, "title": "#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks", "date": "2022-05-25", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000563705570", "sourceUrl": "https://spoken.md/episode/ais-antonio-garcia-martinez-glenn-greenwald-debate-ukraine-moderated-by-david-sacks-1000563705570", "outline": "This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: 0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This debate was recorded LIVE at the All-In Summit in Miami! 1:49 Opening statements from Glenn & Antonio 15:29 Debating US involvement, regime change motives, & more 32:01 Final word & wrap Follow the guests:", "wordCount": 6655, "topics": [ "world" ], "scores": { "ai": 0, "markets": 0, "world": 2, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 82, "title": "All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen", "date": "2022-05-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000563433618", "sourceUrl": "https://spoken.md/episode/e82-all-in-summit-claire-cormier-thielke-on-china-q-a-with-flexport-s-ryan-petersen-1000563433618", "outline": "This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: 0:00 Claire Cormier Thielke's AIS talk: \"Tomorrowland: China Placemaking and the Future of Innovation\" 17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry 24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate 34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble 46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence Follow the guests:", "wordCount": 10472, "topics": [ "world", "markets", "society" ], "scores": { "ai": 0, "markets": 1, "world": 6, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 81, "title": "All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles", "date": "2022-05-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000563226314", "sourceUrl": "https://spoken.md/episode/e81-all-in-summit-bill-gurley-brad-gerstner-on-markets-downturns-investment-cycles-1000563226314", "outline": "This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: 0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn 12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality 24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions 33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got \"gaslit\" by the market, influx of capital creating consumer-surplus businesses 47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans", "wordCount": 8609, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 5, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 80, "title": "Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more", "date": "2022-05-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000561681595", "sourceUrl": "https://spoken.md/episode/e69-elon-musk-on-twitter-s-bot-problem-spacex-s-grand-plan-tesla-stories-giga-texas-more-1000561681595", "outline": "0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around the Twitter deal, crypto payments on Twitter 30:19 Building vs. acquiring, early Tesla stories 39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar 56:37 Moving from CA to TX, fixing California, macroeconomic takes 1:10:20 American exceptionalism, a new immigration strategy", "wordCount": 13259, "topics": [ "policy", "science", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 3, "science": 2, "society": 1 } }, { "corpusSequence": 79, "title": "Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more", "date": "2022-05-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000560973308", "sourceUrl": "https://spoken.md/episode/e80-recession-deep-dive-vc-psychology-macro-risks-tiger-global-predictions-and-more-1000560973308", "outline": "0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn 58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at 1:13:21 Psychological impact of investing after taking huge losses 1:29:00 Predictions on how the market shakes out", "wordCount": 19699, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 4, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 78, "title": "Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein", "date": "2022-05-07", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000559892437", "sourceUrl": "https://spoken.md/episode/e79-analyzing-the-leaked-draft-overturning-roe-v-wade-with-amy-howe-and-tom-goldstein-1000559892437", "outline": "0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade 43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices? 1:05:09 Analyzing the path forward Follow Amy and Tom:", "wordCount": 15287, "topics": [ "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 77, "title": "VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest", "date": "2022-04-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000559178372", "sourceUrl": "https://spoken.md/episode/e78-vc-fund-metrics-that-matter-private-market-update-recession-student-loans-bill-hwang-arrest-1000559178372", "outline": "0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering 1:19:08 New Disinformation Governance Board 1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law", "wordCount": 21210, "topics": [ "markets", "society" ], "scores": { "ai": 0, "markets": 4, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 76, "title": "Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong", "date": "2022-04-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000558442518", "sourceUrl": "https://spoken.md/episode/e77-tech-work-culture-crypto-regulation-stablecoins-nflx-more-w-coinbase-ceo-brian-armstrong-1000558442518", "outline": "0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his \"mission-focused company\" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26:25 Crypto regulation and adoption 46:37 Brian's takes on different types of stablecoins 51:14 Netflix's major headwinds", "wordCount": 12963, "topics": [ "society", "markets", "policy" ], "scores": { "ai": 0, "markets": 2, "world": 0, "policy": 2, "science": 0, "society": 3 } }, { "corpusSequence": 75, "title": "E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview", "date": "2022-04-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000557766076", "sourceUrl": "https://spoken.md/episode/e76-5-food-shortage-china-s-grand-plan-inflation-french-election-plus-an-all-in-summit-preview-1000557766076", "outline": "*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode. 0:00 Surprise part two! 1:03 Friedberg breaks down the global food crisis and predicts China's grand plan 9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like 18:22 Understanding French election results so far 23:08 All-In Summit update and preview", "wordCount": 7358, "topics": [ "markets", "world", "policy" ], "scores": { "ai": 0, "markets": 2, "world": 2, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 74, "title": "Elon vs. Twitter", "date": "2022-04-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000557756268", "sourceUrl": "https://spoken.md/episode/e76-elon-vs-twitter-1000557756268", "outline": "0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee 43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations", "wordCount": 11382, "topics": [ "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 73, "title": "Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more", "date": "2022-04-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000556741682", "sourceUrl": "https://spoken.md/episode/e75-fast-shuts-down-board-culpability-elon-buys-9-of-twitter-deplatforming-s-evolution-more-1000556741682", "outline": "0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model 41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming 1:03:24 Food shortage update, ideal US objectives going forward", "wordCount": 15251, "topics": [ "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 72, "title": "Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more", "date": "2022-04-01", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000555931986", "sourceUrl": "https://spoken.md/episode/e74-market-update-inverted-yield-curve-immigration-new-spac-rules-fb-smears-tiktok-and-more-1000555931986", "outline": "0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, reframing high-skilled immigration 48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted? 1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both? 1:19:03 Food shortage update 1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin", "wordCount": 18418, "topics": [ "markets", "policy", "society" ], "scores": { "ai": 0, "markets": 4, "world": 0, "policy": 4, "science": 1, "society": 4 } }, { "corpusSequence": 71, "title": "Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner", "date": "2022-03-26", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000555286386", "sourceUrl": "https://spoken.md/episode/e73-late-stage-vc-markdowns-and-mistakes-market-strategy-ukraine-russia-update-with-brad-gerstner-1000555286386", "outline": "0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology 40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble 53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive 1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war 1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk", "wordCount": 17629, "topics": [ "world", "markets", "ai" ], "scores": { "ai": 1, "markets": 3, "world": 6, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 70, "title": "Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more", "date": "2022-03-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000554535250", "sourceUrl": "https://spoken.md/episode/e72-impact-of-sanctions-deglobalization-food-shortage-risks-macroeconomic-outlook-and-more-1000554535250", "outline": "0:00 Jason's new \"family office\" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping 34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization 49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets 1:02:06 Rewriting foreign policy playbooks", "wordCount": 13577, "topics": [ "world", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 4, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 69, "title": "Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more", "date": "2022-03-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000552991231", "sourceUrl": "https://spoken.md/episode/e71-russia-ukraine-deep-dive-escalation-risk-factors-financial-fallout-exit-ramps-and-more-1000552991231", "outline": "0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far 46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan 1:05:22 Market impact, increased volatility, thinking in decades, managing risk 1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point", "wordCount": 17873, "topics": [ "world", "markets", "science" ], "scores": { "ai": 0, "markets": 1, "world": 8, "policy": 0, "science": 1, "society": 0 } }, { "corpusSequence": 68, "title": "EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more", "date": "2022-02-24", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000552168185", "sourceUrl": "https://spoken.md/episode/e70-emergency-pod-russia-invades-ukraine-reactions-putin-s-ambition-biden-s-response-and-more-1000552168185", "outline": "0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc 32:51 Reflecting on the media coverage so far, Putin's ambitions 42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence 53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad", "wordCount": 13250, "topics": [ "world", "science", "policy" ], "scores": { "ai": 0, "markets": 0, "world": 5, "policy": 2, "science": 3, "society": 1 } }, { "corpusSequence": 67, "title": "Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more", "date": "2022-02-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000551601523", "sourceUrl": "https://spoken.md/episode/e68-trudeau-invokes-emergency-powers-bitcoin-vs-government-tiger-global-s-new-strategy-more-1000551601523", "outline": "0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments 25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism 42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks 1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci 1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham", "wordCount": 17168, "topics": [ "markets", "policy", "society" ], "scores": { "ai": 0, "markets": 2, "world": 0, "policy": 1, "science": 0, "society": 1 } }, { "corpusSequence": 66, "title": "Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more", "date": "2022-02-12", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000550862540", "sourceUrl": "https://spoken.md/episode/e67-revisiting-rogan-canadian-truckers-protest-fusion-breakthrough-msft-s-savvy-move-more-1000550862540", "outline": "0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath's new camera positioning 3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy 30:04 Canadian truckers' \"Freedom Convoy\": root causes, impact, what is this turning into? 45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth 54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment 1:01:01 Microsoft's savvy \"burn it down\" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal 1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure", "wordCount": 15546, "topics": [ "science", "markets", "policy" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 1, "science": 5, "society": 0 } }, { "corpusSequence": 65, "title": "$FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)", "date": "2022-02-05", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000550137593", "sourceUrl": "https://spoken.md/episode/e66-fb-s-major-pullback-rogan-spotify-mess-xi-putin-meetup-and-understanding-supply-chain-issues-with-bestie-guestie-ryan-petersen-flexport--1000550137593", "outline": "0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for 45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a \"frothy market mistake\" 55:28 Breaking down the competition in the \"XR Wars\": Meta, Apple, Microsoft and Google; 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should they go public? How does that change partner dynamics?", "wordCount": 12930, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 60, "title": "2022 Predictions! 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Areas of positivity in the economy 50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders 1:11:16 Lessons from the Jussie Smollett saga", "wordCount": 15022, "topics": [ "markets", "policy" ], "scores": { "ai": 0, "markets": 4, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 56, "title": "Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure", "date": "2021-12-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000543920818", "sourceUrl": "https://spoken.md/episode/e57-understanding-omicron-tech-stocks-plummet-vc-s-great-resignation-jack-dorsey-s-departure-1000543920818", "outline": "(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to stay? What's the 10-year outlook? (44:57) Anticipating a \"Great Resignation\" of successful VCs (54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech (1:02:08) Mike Bloomberg donates $750M to charter schools (1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech", "wordCount": 13864, "topics": [ "markets", "society" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 55, "title": "Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government", "date": "2021-11-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000542528735", "sourceUrl": "https://spoken.md/episode/e56-constitution-dao-rittenhouse-trial-coverage-private-sector-efficiency-vs-the-government-1000542528735", "outline": "0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Rittenhouse trial media coverage 50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency 1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap", "wordCount": 14522, "topics": [ "policy", "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 2, "science": 0, "society": 1 } }, { "corpusSequence": 54, "title": "Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more", "date": "2021-11-13", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000541677029", "sourceUrl": "https://spoken.md/episode/e55-valuing-crypto-projects-rivian-worth-100b-inflation-causes-and-corrections-and-more-1000541677029", "outline": "0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's >$100B valuation, greatest CNBC hit of all time 42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it 1:01:34 Xi Jinping becomes China's \"Supreme Leader\" 1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? 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Wealth shaming, upward mobility 58:58 Democrats overplaying their hand, Netflix discourse, and more 1:17:41 Pig kidney biological innovation", "wordCount": 16585, "topics": [ "markets", "policy" ], "scores": { "ai": 0, "markets": 2, "world": 0, "policy": 2, "science": 0, "society": 0 } }, { "corpusSequence": 50, "title": "Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A", "date": "2021-10-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000538748439", "sourceUrl": "https://spoken.md/episode/e51-supply-chain-shortages-inflation-desantis-ted-sarandos-netflix-memo-cancel-culture-fan-q-a-1000538748439", "outline": "Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage, 34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Question 2", "wordCount": 18262, "topics": [ "society", "markets", "world" ], 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"https://spoken.md/episode/e21-media-misalignment-subjects-controlling-narratives-more-with-bestie-guestie-draymond-green-1000507954734", "outline": "", "wordCount": 13322, "topics": [ "society" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 1 } }, { "corpusSequence": 19, "title": "Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it", "date": "2021-02-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000507530778", "sourceUrl": "https://spoken.md/episode/e20-robinhood-wrap-up-insiders-vs-outsiders-california-s-failing-report-card-how-to-fix-it-1000507530778", "outline": "", "wordCount": 15070, "topics": [ "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 18, "title": "Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?", "date": "2021-01-30", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000507067198", "sourceUrl": "https://spoken.md/episode/e19-breaking-down-robinhood-s-gamestop-decision-why-did-it-happen-and-how-can-it-be-prevented-in-the-future-1000507067198", "outline": "Follow the crew: Follow the pod:", "wordCount": 15133, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 17, "title": "Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more", "date": "2021-01-23", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000506259439", "sourceUrl": "https://spoken.md/episode/e18-inauguration-talk-breaking-down-the-1-9t-stimulus-the-case-for-recalling-gavin-newsom-more-1000506259439", "outline": "Follow the crew: Follow the pod:", "wordCount": 15103, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 16, "title": "Big Tech bans Trump, ramifications for the First Amendment & the open Internet", "date": "2021-01-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000504949000", "sourceUrl": "https://spoken.md/episode/e17-big-tech-bans-trump-ramifications-for-the-first-amendment-the-open-internet-1000504949000", "outline": "Follow the crew: Follow the pod:", "wordCount": 17211, "topics": [ "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 15, "title": "Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more", "date": "2021-01-08", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000504689907", "sourceUrl": "https://spoken.md/episode/e16-reflecting-on-the-riots-at-the-us-capitol-plus-georgia-runoff-elections-vaccine-distribution-more-1000504689907", "outline": "Follow the crew: Follow the pod:", "wordCount": 15060, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 14, "title": "\"The Besties\" All-In's inaugural award show covering the best, worst & most memorable of 2020", "date": "2020-12-18", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000502817150", "sourceUrl": "https://spoken.md/episode/e15-the-besties-all-in-s-inaugural-award-show-covering-the-best-worst-most-memorable-of-2020-1000502817150", "outline": "Follow the crew: Follow the pod:", "wordCount": 12872, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 13, "title": "Salesforce acquires Slack, DeepMind's AlphaFold breakthrough, Trust Fund Socialists & more", "date": "2020-12-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000501304741", "sourceUrl": "https://spoken.md/episode/e14-salesforce-acquires-slack-deepmind-s-alphafold-breakthrough-trust-fund-socialists-more-1000501304741", "outline": "Follow the crew: Follow the pod: Invest with the Best... ies!:", "wordCount": 16740, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 12, "title": "Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more", "date": "2020-11-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000498081734", "sourceUrl": "https://spoken.md/episode/e12-biden-wins-pfizer-vaccine-markets-rip-trump-s-next-act-covid-endgame-scenarios-more-1000498081734", "outline": "Follow the crew: Follow the pod: Show Notes: 0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000 4:44 Was this election devastating for extreme-ism in politics? 12:13 Pfizer vaccine, withholding the vaccine from the political news cycle 21:54 COVID endgame scenarios 28:45 Public markets ripping, gridlock great for the economy 34:43 Analyzing exit polls, death of identity politics 50:57 Biggest loser of the election: Journalism 57:43 When will Trump concede? What will his next move be? 1:07:37 San Francisco's collapse - will it eventually go bankrupt?", "wordCount": 13685, "topics": [ "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 7, "science": 0, "society": 0 } }, { "corpusSequence": 11, "title": "Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!", "date": "2020-11-04", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000497183996", "sourceUrl": "https://spoken.md/episode/e11-election-night-special-featuring-phil-hellmuth-bill-gurley-brad-gerstner-more-1000497183996", "outline": "Follow the crew: Follow the pod: Follow the bestie guesties: Show Notes: 0:00 The besties & Phil Hellmuth on Trump's early lead, live betting odds, the Latinx reversal 10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more 20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome 24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more 41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020 50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses 55:40 Mid-show predictions, Jason goes off on Trump 1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger 1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns 1:38:24 Reviewing the race swing state by swing state 1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more 1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders 2:00:43 Reconciling middle America & the coastal elites, respecting each other's differences, understanding Prop 22 2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation 2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy 2:34:32 Jason & Sacks debate Russian election interference legitimacy 2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more 2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden's election night address", "wordCount": 29789, "topics": [ "policy", "markets", "society" ], "scores": { "ai": 0, "markets": 2, "world": 0, "policy": 17, "science": 1, "society": 2 } }, { "corpusSequence": 10, "title": "Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more", "date": "2020-10-16", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000494932673", "sourceUrl": "https://spoken.md/episode/e10-twitter-facebook-botch-censorship-again-the-publisher-vs-distributor-debate-more-1000494932673", "outline": "Follow the crew: Follow the pod: Sacks' blog post on Section 230:", "wordCount": 11581, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 9, "title": "Trump has COVID, First debate reactions, Coinbase letter response & more", "date": "2020-10-03", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000493415888", "sourceUrl": "https://spoken.md/episode/e9-trump-has-covid-first-debate-reactions-coinbase-letter-response-more-1000493415888", "outline": "Follow the crew: Follow the pod:", "wordCount": 12708, "topics": [ "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 8, "title": "TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more", "date": "2020-09-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000491765196", "sourceUrl": "https://spoken.md/episode/e8-tiktok-oracle-how-privacy-loss-will-impact-society-economy-covid-outlooks-for-2021-beyond-california-wildfires-more-1000491765196", "outline": "Follow the crew: Follow the pod: Articles", "wordCount": 15169, "topics": [ "policy" ], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 1, "science": 0, "society": 0 } }, { "corpusSequence": 7, "title": "California's collapse, how SPACs are opening the markets for growth stocks & more", "date": "2020-09-09", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000490588896", "sourceUrl": "https://spoken.md/episode/e7-california-s-collapse-how-spacs-are-opening-the-markets-for-growth-stocks-more-1000490588896", "outline": "Follow the crew: Follow the pod: Bestie recommendations: Chamath: Sacks: Friedberg: Jason: 0:00 The gang recap their summers 6:43 Is California collapsing? Why or why not? Has the one-party system failed? 14:05 Understanding the bureaucratic side of California's problem 20:37 AB-5 & the working rights of freelancers 27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this? 34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing 46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market 50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks 1:01:23 Election talk - who is in the lead ahead of the first debate? 1:12:21 Bestie recommendations", "wordCount": 14358, "topics": [ "policy", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 5, "science": 0, "society": 0 } }, { "corpusSequence": 6, "title": "Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more", "date": "2020-07-31", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000486755785", "sourceUrl": "https://spoken.md/episode/e6-big-tech-antitrust-aftermath-potential-effects-of-an-m-a-clampdown-on-silicon-valley-more-1000486755785", "outline": "Follow the crew: Follow the pod: Jason's recent Big Tech antitrust hearings breakdown:", "wordCount": 17357, "topics": [], "scores": { "ai": 0, "markets": 0, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 5, "title": "WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency", "date": "2020-07-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000484183272", "sourceUrl": "https://spoken.md/episode/e5-who-s-incompetence-kicking-off-cold-war-ii-china-s-grand-plan-100x-ing-america-s-efficiency-1000484183272", "outline": "Follow the crew: Follow the pod:", "wordCount": 16466, "topics": [ "world" ], "scores": { "ai": 0, "markets": 0, "world": 2, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 4, "title": "Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg", "date": "2020-06-20", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000478760582", "sourceUrl": "https://spoken.md/episode/e4-politicizing-the-pandemic-police-reform-biden-s-ideal-vp-twitter-vs-facebook-on-free-speech-more-with-david-sacks-david-friedberg-1000478760582", "outline": "Follow @chamath: Follow @jason: 0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more 9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more 20:56 Viral videos, doxxing bad behavior & cancel culture 25:39 Reforming law enforcement, separating police from the military, changing police incentives 36:42 Are public unions too powerful? How a lack of leadership has led us here 41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression 59:24 John Bolton's book controversy 1:03:14 Movements in the COVID vaccine space 1:07:38 Trump vs. Biden: Who has the upper hand? 1:14:24 Who should Biden pick as VP?", "wordCount": 14258, "topics": [ "policy", "society", "world" ], "scores": { "ai": 0, "markets": 0, "world": 1, "policy": 4, "science": 1, "society": 3 } }, { "corpusSequence": 3, "title": "Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks", "date": "2020-04-11", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000471138199", "sourceUrl": "https://spoken.md/episode/e2-rebooting-the-economy-understanding-corporate-debt-steps-to-avoid-a-depression-more-with-david-sacks-1000471138199", "outline": "Follow @chamath: Follow @jason: 0:01 Jason & Chamath catch us up on their quarantines 1:20 Chamath intros David Sacks 4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum 6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response? 12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated? 19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method 27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump? 30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression? 36:22 Chamath & Jason assess David's plan 43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work? 49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not? 52:02 Chamath explains how corporate debt works through the lens of Ford 56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues? 1:02:17 Trump vs. Biden: who has the edge in 2020 right now? 1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?", "wordCount": 12394, "topics": [ "policy", "markets", "society" ], "scores": { "ai": 0, "markets": 2, "world": 0, "policy": 4, "science": 1, "society": 2 } }, { "corpusSequence": 2, "title": "US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg", "date": "2020-03-19", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000468846114", "sourceUrl": "https://spoken.md/episode/e1-us-response-to-covid-19-impact-on-startups-venture-capital-public-markets-with-david-friedberg-1000468846114", "outline": "Follow @chamath: Follow @jason: 0:01 Jason & Chamath intro David and check in on each other's quarantines 2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics 13:15 Thoughts on potential treatment options & policy changes 22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time 25:03 Should the US adopt Chinese & South Korean quarantine strategies? 29:53 What do the current market conditions mean for startups & VC? 41:24 Chamath explains what is currently happening in the capital markets 45:05 How close is the US on being able to do mass-testing? 54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy 1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens? 1:12:10 COVID-19 exposing holes in the US healthcare system 1:17:44 Should we ban wet markets globally? 1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again 1:28:18 When will the weekly poker game resume?", "wordCount": 16826, "topics": [ "markets" ], "scores": { "ai": 0, "markets": 6, "world": 0, "policy": 0, "science": 0, "society": 0 } }, { "corpusSequence": 1, "title": "COVID-19 Political, Economic & Social Ramifications featuring David Friedberg", "date": "2020-03-15", "url": "https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000468436014", "sourceUrl": "https://spoken.md/episode/e0-covid-19-political-economic-social-ramifications-featuring-david-friedberg-1000468436014", "outline": "Follow @chamath: Follow @jason: 0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine 0:55 Jason intros David Friedberg 1:35 Chamath gives the inaugural (& potentially final) All-In ad read 2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors 4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show? 9:03 David explains the actions he would take if he was president 12:37 Thoughts on Trump's private sector involvement 16:58 Has the press failed in its coverage, or are they just feeding people what they want? 23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India? 37:20 How the COVID-19 viral coefficient compares to the early days of Facebook's numbers 40:26 Chances of Trump testing positive for the virus? What effect would that have on markets? 48:53 What should we do differently next time? 53:13 Will there both more deaths due to second order effects of the virus than direct deaths? 1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run? 1:11:26 Chances of a quick resolution? 1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPO's of companies like Airbnb & DoorDash being effected? 1:21:17 How to approach the next year in startups & VC?", "wordCount": 15689, "topics": [ "policy", "markets" ], "scores": { "ai": 0, "markets": 1, "world": 0, "policy": 3, "science": 0, "society": 0 } } ], "briefing": [ { "title": "AI is becoming an industrial system", "body": "The conversation has moved from model demos to chips, power, datacenters, financing and distribution. Capability still matters, but control of the physical stack increasingly determines who can compete." }, { "title": "China is the comparison behind almost everything", "body": "AI, robots, manufacturing, minerals, energy and defense are repeatedly measured against China. Economic competition and national security now share the same vocabulary." }, { "title": "The capital cycle may decide the AI cycle", "body": "The bullish case depends on enormous continuing investment. The skeptical case asks whether revenue, margins and productivity can catch up before rates or debt markets force discipline." }, { "title": "Institutions are judged by execution", "body": "Across government, universities, science and media, the recurring question is whether institutions can still ship outcomes, or whether process, ideology and incentives have displaced competence." }, { "title": "Abundance is the unifying positive vision", "body": "Cheaper energy, faster science, more housing, domestic production and AI-enabled productivity form the optimistic counterpoint to scarcity politics and zero-sum thinking." }, { "title": "Every technology debate becomes a social-contract debate", "body": "Job displacement, wealth concentration, education and legitimacy sit underneath the technical arguments. Expect sharp disagreement about speed, responsibility and who captures the upside." } ], "questions": [ "Which constraint will limit AI progress first: chips, power, data, capital or talent?", "What evidence would separate an AI infrastructure supercycle from a capital spending bubble?", "Who captures the value of cheaper intelligence: model labs, cloud providers, applications or customers?", "How should we measure the return on a new datacenter before the demand is fully visible?", "Does abundant compute become a commodity, or does scale create a permanent advantage?", "What happens to AI economics when inference becomes more expensive than training?", "Which part of the AI stack has the most durable pricing power?", "Can the power grid expand fast enough to support current datacenter plans?", "What would make today’s AI financing cycle genuinely circular?", "Should governments treat advanced compute as infrastructure, a strategic asset or both?", "How much AI demand is new demand rather than spending shifted from existing software?", "What is the strongest bear case for AI infrastructure that the market is ignoring?", "Where should the line between open and closed AI models actually sit?", "What capability would convince you that artificial general intelligence has arrived?", "How should model progress be measured when benchmarks can be trained against?", "Do reasoning models change the scaling debate or simply extend it?", "Which AI safety risks are measurable enough to regulate today?", "Can a country maintain AI sovereignty without building its own frontier model?", "When does model alignment become a product requirement rather than a research problem?", "What is the most important capability that current models still lack?", "Will synthetic data expand the frontier or gradually degrade model quality?", "Does the best model win, or does the best distribution system win?", "What would a credible international agreement on frontier AI contain?", "How should liability work when an autonomous agent causes real financial harm?", "Which jobs are already being redesigned by AI rather than merely discussed?", "Does AI replace software seats, expand software usage or do both at different times?", "What is the new unit of value when software is purchased as outcomes instead of seats?", "Which professional service is most vulnerable to agent-driven price compression?", "How should companies share AI productivity gains with workers?", "What new bottlenecks appear when software creation becomes dramatically cheaper?", "Will AI agents create more small companies or more dominant platforms?", "Which human skills become more valuable as routine cognitive work is automated?", "How should education change if high-quality tutoring becomes nearly free?", "What would convince you that the SaaS business model is structurally broken?", "Does vibe coding expand the software market or flood it with fragile products?", "Who is responsible when an agent completes a task correctly but reaches a bad outcome?", "What makes a startup moat durable when product features can be copied quickly?", "Are private market valuations reflecting fundamentals or a shortage of available shares?", "When should a strong private company choose an IPO over another secondary sale?", "What does healthy price discovery look like before a company goes public?", "Which metric best reveals whether AI startup growth is economically real?", "Are smaller venture funds structurally advantaged in the next cycle?", "How should investors value revenue that depends on subsidized compute?", "What is the strongest reason for a founder to remain private longer?", "Does easier company formation increase innovation or simply increase noise?", "Which incumbent is best positioned to survive AI-driven margin compression?", "What would reopen the IPO market for companies outside the AI sector?", "How should employees think about liquidity when most of their wealth is private stock?", "Can productivity growth outrun the current path of public debt?", "What signal would tell us that bond markets have lost confidence in fiscal policy?", "Which matters more for debt sustainability: the primary deficit, real rates or growth?", "Can the Federal Reserve preserve independence under sustained fiscal pressure?", "What would a genuinely soft landing look like two years later?", "How much of current asset pricing is explained by liquidity rather than earnings?", "What is the least damaging way to reduce a persistent structural deficit?", "Could stablecoins strengthen dollar dominance while weakening traditional banks?", "What would make private credit a source of systemic risk?", "Which inflation pressure is most likely to prove structural?", "How should markets price policy uncertainty that cannot be modeled cleanly?", "What would de-dollarization look like before it appears in headline reserve data?", "What is the strongest non-tariff strategy for competing with China?", "Which supply chains are truly strategic enough to justify higher domestic costs?", "Can industrial policy build capacity without protecting weak incumbents?", "Where does economic interdependence deter conflict, and where does it create leverage?", "Which lesson from China’s manufacturing scale is hardest for the United States to copy?", "Do export controls slow competitors or motivate faster domestic substitution?", "How should allies divide the cost of supply-chain resilience?", "What would successful reshoring look like beyond announcements and subsidies?", "Which critical mineral creates the most underestimated strategic vulnerability?", "Can open-source AI be a durable advantage for democratic countries?", "What is the best measure of national industrial capacity?", "How should trade policy distinguish security needs from ordinary protectionism?", "What objective should determine whether military involvement is justified?", "How do autonomous weapons change the economics of deterrence?", "Can new defense companies reform procurement without becoming the next incumbents?", "What would a credible off-ramp look like in the most dangerous current conflict?", "Which military capability matters most in a prolonged industrial war?", "How should democratic oversight adapt to faster autonomous decision systems?", "Does cheaper precision warfare lower casualties or make conflict easier to begin?", "What can the United States learn from Ukraine about defense production?", "Where should humans remain mandatory in an autonomous weapons chain?", "How should allies measure whether burden sharing is actually improving?", "What does deterrence mean when cyber, space and financial systems are targets?", "Which geopolitical risk is most mispriced by technology investors?", "What is the fastest credible path to abundant, reliable electricity?", "Which energy technology is most constrained by permitting rather than engineering?", "Can nuclear power scale without a fundamental change in construction economics?", "How should grid reliability be priced into comparisons between energy sources?", "What would make fusion commercially relevant rather than scientifically impressive?", "Who should pay for transmission upgrades driven by new datacenter demand?", "Does energy abundance reduce climate conflict or accelerate consumption?", "Which climate adaptation investment has the clearest near-term return?", "How should policy value speed, reliability, cost and emissions together?", "Can small modular reactors escape the cost overruns of traditional nuclear projects?", "What part of the interconnection queue should be redesigned first?", "Which energy bottleneck receives too little attention in AI forecasts?", "Why has greater research spending not produced faster drug discovery?", "How should science fund high-risk work without abandoning quality control?", "What evidence should be required before an unconventional treatment is scaled?", "Can AI shorten clinical development without weakening safety standards?", "Which part of peer review is most in need of reform?", "How should research institutions reward replication and negative results?", "What would make personalized cancer vaccines broadly accessible?", "Is the current GLP-1 wave primarily a health breakthrough or a delivery challenge?", "Which quantum computing milestone would matter to an ordinary business?", "Should research funding follow people, projects or institutions?", "How can scientific dissent be protected without rewarding low-quality contrarianism?", "What is the most promising path from scientific discovery to industrial scale?", "Which government function would benefit most from a complete redesign?", "When does executive action solve institutional paralysis, and when does it weaken legitimacy?", "How can regulation target real harm without creating an incumbent advantage?", "What should government measure to prove that an industrial subsidy worked?", "Which public institution still demonstrates exceptional execution?", "How should antitrust adapt when markets move faster than legal cases?", "What is the right role for prediction markets in public decision-making?", "Can permitting reform preserve local input while producing decisions on time?", "Which policy problem is actually an implementation problem in disguise?", "How should regulators distinguish a precaution from regulatory capture?", "What would a durable bipartisan abundance agenda include?", "Which institutional check becomes more important as technology accelerates?", "What new social contract could make rapid automation politically sustainable?", "Why can public economic sentiment diverge so sharply from official data?", "How should a society distribute gains from assets that require little labor?", "Does universal basic income protect agency or weaken participation?", "Which housing reform would create the most supply in the shortest time?", "How should universities prove their value when knowledge becomes widely accessible?", "What creates trust in media when audiences no longer share the same facts?", "Where is the line between platform moderation and censorship?", "Can meritocracy survive when access to preparation remains unequal?", "Which cultural conflict is actually driven by economic insecurity?", "How should creators retain bargaining power as AI systems reuse their work?", "What would restore confidence that institutions serve people outside their leadership class?" ], "methodology": { "source": "Spoken.md purchased All-In transcript archive", "availabilityNote": "The local archive contains 406 speaker-labeled episodes from 2020-03-15 through 2026-08-29. Raw transcripts remain private; this guide publishes derived analysis and brief source-linked examples.", "trendMethod": "The primary editorial window is the trailing 12 months beginning September 1, 2025. Conversation ordering gives extra weight to episodes in that window while retaining the full history as context.", "glossaryMethod": "A curated catalog of 126 candidate concepts was matched against full transcripts. Published terms have at least one matching episode and are ordered by distinct episode coverage, with extra weight on episodes from the latest year. Optional examples show transcript context.", "limitations": [ "Automated transcript wording and speaker attribution can contain errors.", "Phrase counts indicate attention, not endorsement or sentiment.", "An episode can belong to several themes.", "Guest-heavy and Summit episodes may reflect guest views rather than recurring show themes." ] } }