All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC

(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
Apply for the All-In Summit:
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https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Jason's links (16:34):
https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence
https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html
https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it
Referenced in the show:
https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds
https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474
https://x.com/TeslaVee/status/1813785645472690479
https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html
https://x.com/DylanByers/status/1811855698566975936
https://x.com/newrepublic/status/1810009748697448541
https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf
https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html
https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it
https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee
https://www.youtube.com/watch?v=pot7R0Affjs
https://x.com/cb_doge/status/1813289249288134660
https://x.com/mualphaxi/status/1812579998735491327
https://x.com/DavidSacks/status/1813270784942494110
https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service
https://x.com/yashar/status/1813757637584134615
https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html
https://x.com/VivekGRamaswamy/status/1812929198433964249
https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007
https://x.com/RitaPanahi/status/1813790835332595863
https://x.com/RWTNews/status/1813779819697725669
https://www.youtube.com/watch?v=h4FnpoNU8AI
https://www.youtube.com/watch?v=Xejs4gGUpjE
https://www.axios.com/2024/07/15/sequoia-capital-stripe
https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a
https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look
https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats
https://www.youtube.com/watch?v=XJP2zlH2nt8
https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting

(0:00) Bestie intros!
(4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception
(20:48) AI sentiment turns bearish due to massive spend with little revenue
(40:51) A16Z's 20K GPU cluster
(46:41) Broad implications of France elections
(1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances
Apply for All-In Summit: https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/teddyschleifer/status/1811423421861113915
https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html
https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2
https://fred.stlouisfed.org/series/UNRATE
https://www.google.com/finance/quote/SPY:NYSEARCA
https://ycharts.com/indicators/sp_500_pe_ratio
https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens
https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024
https://youtu.be/R6hJh-OwoZw
https://www.sequoiacap.com/article/ais-600b-question
https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf
https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals
https://x.com/natfriedman/status/1668650915505803266
https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html
https://x.com/CilComLFC/status/1810110921383010563
https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html
https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520
https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214
https://x.com/greenfield64/status/1811199262350532767
https://x.com/Olivianuzzi/status/1808924240529535352
https://x.com/peterjhasson/status/1811052411584164210
https://youtu.be/kOeARghNIaY
https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out

(0:00) New format: The All-In Interview!
(0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media
(12:39) Understanding how humans are wired from an evolutionary biology perspective
(27:22) Haidt's proposals to help younger generations
(33:12) Linking themes and trends in Haidt's books with recent college protests
(48:17) Explaining traditional liberalism and conservatism
(56:55) Lightning Round: Parenting tips, Gen Z employees
Jonathan's website:
https://jonathanhaidt.com
Buy The Anxious Generation:
https://www.anxiousgeneration.com/book
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
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Follow on Instagram:
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Follow on LinkedIn:
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.anxiousgeneration.com/take-action
https://www.azquotes.com/quote/1385350
https://www.azquotes.com/quote/926752
https://www.thecoddling.com/chapter-1-antifragility
https://www.anxiousgeneration.com
https://www.afterbabel.com
https://letgrow.org

(0:00) Bestie Intros!
(5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?
(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: https://app.getriver.io/all-in
Apply for All-In Summit: https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
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Follow on Instagram:
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Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination
https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html
https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014
https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434
https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea
https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate
https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know
https://x.com/TheKevinDalton/status/1806669560852218045
https://x.com/0rf/status/1807620571934478683
https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas
https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf
https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268
https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf
https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies
https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02
https://x.com/noalpha_allbeta/status/1808265251202167183
https://x.com/ewarren/status/1808241509738631388
https://www.axios.com/2019/06/01/supreme-court-justices-ideology
https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188
https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf
https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution
https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825
https://x.com/unusual_whales/status/1808558981457326368

(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
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
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Follow on Instagram:
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Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination
https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811
https://youtu.be/R6hJh-OwoZw
https://x.com/KellyO/status/1806505436457189594
https://x.com/WesternLensman/status/1806660589315658003
https://x.com/stoolpresidente/status/1806496453545586779
https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE
https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai
https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab
https://www.youtube.com/watch?v=YMnkqY98Cyo
https://x.com/benioff/status/1805664701298491623
https://www.youtube.com/watch?v=CwQMMzoeH9s
https://x.com/JoeBiden/status/1806739920255320347

(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
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
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Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/tyler/status/1803872859938549920
https://x.com/cameron/status/1803876953860247831
https://x.com/LHSummers/status/1802097688269181436
https://x.com/davidsacks/status/179888324567070746