logo
episode-header-image
Dec 2020
1h 32m

E14: Salesforce acquires Slack, DeepMind...

All-In Podcast, LLC
About this episode

Follow the crew:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Invest with the Best... ies!:

https://www.thesyndicate.com/allin

Referenced in the show:

NYT - The Rich Kids Who Want to Tear Down Capitalism

https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html

Coinbase - An upcoming story about Coinbase

https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27

NYT - 'Tokenized': Inside Black Workers' Struggles at the King of Crypto Start-Ups

https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html

Show Notes:

0:00 Besties intro, fashion talk & the All-In Syndicate

3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?

19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible

27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale

47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far

59:21 Trump's Section 230 gambit, will Trumpism fade away?

1:05:23 Trust Fund socialists

1:26:14 Coinbase vs. NYT round 2, https://www.thesyndicate.com/allin

 

Up next
Nov 22
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
<p>(0:00) Bestie intros LIVE from The Venetian Las Vegas</p> <p>(1:13) Epstein Files breakdown</p> <p>(10:06) Biggest Epstein questions: where did his money come from?</p> <p>(14:44) Tether's booming business</p> <p>(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter an ... Show More
1h 1m
Nov 14
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
<p dir="ltr">(0:00) Michael Burry's big short against AI</p> <p dir="ltr">(12:00) Why Palantir is so richly valued vs other tech companies</p> <p dir="ltr">(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms</p> <p dir="ltr">(36:18) H ... Show More
55m 5s
Nov 7
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
(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 s ... Show More
1h 27m
Recommended Episodes
Jul 2024
Google weighs $23B for Wiz, startups in a second Trump admin, and Sequoia's Stripe sale | E1980
<p>Todays show:</p> <p>Alex Wilhelm joins Jason to discuss the role of social media and rhetoric in spreading conspiracy theories in the wake of the attempt on Trump (5:43), Silicon Valley&#39;s political landscape and views on Biden and Trump’s policies (20:14), Sequoia&#39;s st ... Show More
1h 8m
Jul 2024
Silicon Valley's impact on the election and an acquisition making our HeadSpin
To kick off this week's news roundup, Kirsten walked us through Elon Musk’s recent declaration of his intent to move both SpaceX and X’s headquarters out of California to Texas. Whether or not he’ll see those plans through remains to be seen, but of course, the Equity crew had th ... Show More
32m 52s
Sep 2023
ROLLUP: Ethereum Absorbs Alt-L1s | SEC vs. Stoner Cats | Mark Cuban's -$870k Wallet Hack
<p>WRU 4th Week of September </p> <p>-----<br /> Check your wallet with our brand new tool: Claimables 🎁<br /> <a href= "https://bankless.cc/GetClaimables">https://bankless.cc/GetClaimables</a> </p> <p>------<br /> 📣 LayerZero | Accelerating Web3 Interoperability via GoogleClou ... Show More
1h 27m
Jun 2024
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Midas’ website: https://midas.app/ Follow Midas on Twitter https://x.com/midasrwa Fabrice Grinda’s website: https://fabricegrinda.com/ Fabrice Grind ... Show More
1h 30m
Feb 2025
How Based is Grok 3? + Robinhood CEO Vlad Tenev on Markets For Everything + Vibecoding 101
<p>This week, Elon Musk brought a new chatbot into the crowded A.I. universe — Grok 3, the latest model from his company xAI. We break down how it compares with other leading models and what it reveals about Musk’s larger ambitions. Then, Vlad Tenev, the chief executive of the in ... Show More
1h 11m
Feb 2025
ROLLUP: Trump vs. The Fed | Staked ETH ETF | The First Stage 2 Rollup | Robinhood's Crypto Pivot
<p>This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while ... Show More
1h 6m
Aug 2024
Can Musk Get Trump Elected? + Steve Ballmer’s Quest for the Facts + This Week in A.I.
<p>This week, we debate whether Elon Musk’s recent stumping and fund-raising for former President Trump could help him get re-elected. Then, former Microsoft’s chief executive, Steve Ballmer, stops by to discuss his effort to depolarize our politics using government data. And fin ... Show More
1h 8m
Mar 2025
Insiders React: Return of Digg + Wall Street Panic, Bitcoin Strategic Reserve, Apple Delays AI
<p>Is the stock market&#39;s recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising c ... Show More
55m 54s
Jul 2024
Mike Solana: Trump, Crypto, Tech, Politics & Memetic Wars
<p>Is the U.S going to be ok?</p> <p>Mike Solana (no relation to Solana the chain, that’s his name),is the editor-in-chief of Pirate Wires and the guy who broke the Trump Memecoin news.</p> <p>We brought him on the show today to try to make sense of the current state of politics ... Show More
1h 24m
May 2024
MARKETS DAILY: Crypto Update | Bitcoin's Narrative 'Never Better': ZX Squared Capital Co-Founder
The latest price moves and insights with Helene Braun and ZX Squared Capital co-founder and CIO CK (Changguang) Zheng. To get the show every day, follow the podcast here. ZX Squared Capital co-founder and CIO CK (Changguang) Zheng discusses why institutional interest in bitcoin l ... Show More
12m 38s