episode-header-image

Aug 2022

1h 9m

E91: SoftBank's $21B+ Vision Fund loss, ...

All-In Podcast, LLC

About this episode

Up next

CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

(0:00) Ben Horowitz fills in for Friedberg! (2:18) CoreWeave's debt selloff: did the AI bubble just pop? (31:14) AI's deflationary impact: decompiled software (45:44) Anthropic's investor day gets mixed reactions (1:03:45) Psyop Corner: Anthropic warns about self-replicating mode ... Show More

Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

(0:00) Billy Evans joins Friedberg (3:38) How they met, Elizabeth the person vs the headlines, indictment (11:02) Life on trial, having a child, where she went wrong in fundraising (19:28) Understanding the verdict, sentencing, and the mistake of staying silent (26:09) Elizabeth ... Show More

Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

(0:00) Martin Shkreli joins the Besties! (0:55) Why quantum computing is a one-trick business and why he's betting against it (7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma (11:37) AI, drug discovery, and who actually wins (21:32) Bri ... Show More

Recommended Episodes

20VC: OpenAI's $6BN Jony Ive Deal | YC Is Both Chanel and Walmart—and Has Officially Won | Builder.ai Implodes and Hinge IPOs: Who Wins & Who Loses | Seed Is Easy. Series A Is Brutal & The Dirty Truth About Late-Stage Venture

SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025

<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More

Tesla vs. Bitcoin: The Battle of the Bubbles – Ep 643

* Gold and silver shellacked. * Jobs report worse than anyone expected. * Elon Musk becomes richest man in the world. * Chamath Palihapitiya’s poorly chosen quote may be an omen for things to come. * Bitcoin bubble brings bizarre bedfellows. * Biden vows to put low-skilled worker ... Show More

Banking crisis impact, more Meta cuts, and GPT-4 with Sunny Madra and Vinny Lingham | E1700

Vinny and Sunny are BACK with Jason for another roundtable! First, they cover the aftermath of the bank shutdowns (2:54) before breaking down the impact on startups and the overall economy. (14:14) They also cover Zuckerberg announcing more cuts at Meta (1:05:49) and OpenAI launc ... Show More

E1 All-In with Chamath Palihapitiya & Jason Calacanis: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg

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 t ... Show More

S&P 500 Dives As Trump Hints At Recession | PBD Podcast | Ep. 559

<p>Patrick Bet-David, Adam Sosick, Tom Ellsworth and Vincent Oshana cover the S&P 500 dropping as Trump hints at a recession, Tucker Carlson calling out Tom Cotton over the JFK files release, Stephen A Smith getting confronted by LeBron James, and Mark Carney replacing Justin ... Show More

E1064: News Roundtable! Sam Parr & Zach Coelius on Barstool Sports vs. Call Her Daddy, SoftBank's $17B loss, TikTok poaches former Disney exec as CEO, Facebook launches Shops & more!

0:51 Jason intros Zach Coelius & Sam Parr 2:28 Barstool Sports vs. Call Her Daddy 6:49 Penn National Gaming stock soaring, Dave Portnoy winning this controversy 13:17 SoftBank reports $17.7B annual loss, worst figures in 39-year history 17:19 Does SoftBank's involvement typically ... Show More

Risk Assets Crash Tests Fed’s Resolve – Ep 770

* Fed’s talk pricked the mother of all bubbles. * Netflix becomes a victim of its own success. * Cathie Wood’s ARKK fund sees an entire bear market in one week. * Investors are no longer taking refuge in the US dollar. * Tether is an accident waiting to happen. * Pumpers are now ... Show More

SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25

<p>Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ... Show More