Podcasts about chamath

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  • 346EPISODES
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  • May 7, 2025LATEST

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Best podcasts about chamath

Latest podcast episodes about chamath

The Megyn Kelly Show
Trump's Accessibility, Portnoy's Battle, and Dangers of AI Robots, with Chamath Palihapitiya and Jason Calacanis of All-In | Ep. 1067

The Megyn Kelly Show

Play Episode Listen Later May 7, 2025 101:33


Megyn Kelly opens the show by discussing the disgusting “F the Jews” sign that was paraded around a Barstool Sports bar in Philadelphia, how Dave Portnoy dealt with the controversy by offering to send the culprits to visit Auschwitz, one instigator who is now playing the victim, and more. Then Chamath Palihapitiya and Jason Calacanis, hosts of the “All-In” podcast, join to discuss the antisemitic student playing the victim over the incident in Dave Portnoy's Barstool Sports bar, what effects social media has on youth and cancel culture, Facebook founder Mark Zuckerberg wanting to create AI “friends,” why social media can be destructive for children's development and social lives, issues with AI chatbots and their alarming effects, an AI robot freaking out and attacking its handler, if we should be concerned about the rise of "smart" robots, debating America's economic reliance on illegal immigrants, what level of due process they should be getting before deportation, whether Trump was serious about deporting millions of illegals, why Trump's accessibility has transformed his administration, the differences between this and the Biden administration, Trump's embrace of many points of view, and more. Jason: https://www.launch.co/Chamath: https://allin.com/Riverbend Ranch: Visit https://riverbendranch.com/ | Use promo code MEGYN for $20 off your first order.Ground News: Use the link https://groundnews.com/megyn to get 40% off the Vantage subscription to see through mainstream media narratives.Byrna: Go to https://Byrna.com and order their all new Compact Launcher.Tax Network USA: Call 1-800-958-1000 or visit https://TNUSA.com/MEGYN to speak with a strategist for FREE todayFollow The Megyn Kelly Show on all social platforms:YouTube: https://www.youtube.com/MegynKellyTwitter: http://Twitter.com/MegynKellyShowInstagram: http://Instagram.com/MegynKellyShowFacebook: http://Facebook.com/MegynKellyShow Find out more information at: https://www.devilmaycaremedia.com/megynkellyshow 

Martinis with Scott
343. Mornings With Scott – Live! – Chamath's Magnitude of Success Formula

Martinis with Scott

Play Episode Listen Later Apr 16, 2025 29:37


343.  Mornings With Scott – Live! – Chamath's Magnitude of Success Formula• Nvidia takes hit on H20 export restrictions, at least for today• Canadian Leadership debate delayed for hockey game• Carney will not build pipelines for Canada (even though he builds pipelines)• Carney platform largely based on Brookfield Asset Management portfolio• Canada backs off auto tariffs • Zuckerberg back testifying in FTC trial• Chamath Palihapitiya magnitude of success formula• Earn More Profit; Raise Business Capital  https://thescottsinclair.myshopify.com/• Virtual, Fractional Accounting Services (Bookkeeping, Controller, CFO)https://www.sinclairrange.com/2024/10/sinclair-range-offers-fractional-cfo-controller-and-accounting-services-for-small-businesses/

The Smartest Amazon Seller
Episode 300 - Tariff Tremors: Chinese Sellers, Rule-Breaking, and the New E-commerce Reality

The Smartest Amazon Seller

Play Episode Listen Later Apr 15, 2025 20:57


The e-commerce landscape is experiencing seismic shifts as new tariffs against China send shockwaves through Amazon's marketplace. Scott explores how these economic tremors are disrupting the delicate balance of global online retail—potentially the most significant supply chain disruption since COVID. Through exclusive insights from a conversation with one of the largest Chinese sellers in the world, Scott uncovers why businesses importing from China are facing unexpected cash crunches and how these tariffs might reshape the competitive landscape for sellers worldwide. But tariffs are only half the story. Scott pulls back the curtain on the controversial tactics Chinese sellers use to dominate Amazon, controlling approximately 50% of third-party revenue on the platform. You'll discover the inner workings of tools like the Ziniao browser—software specifically designed to help sellers create multiple Amazon accounts against platform policies—and why some sellers can operate "10 stores selling one product" while others face immediate suspension for similar behavior. This rule-breaking reality explains why 75% of Amazon sellers believe the marketplace isn't fair. As billionaires like Mark Cuban and Chamath share data showing Chinese sellers capturing up to 60% market share in certain Amazon categories, Scott examines what this new e-commerce reality means for businesses, consumers, and the global economy. Episode Notes: 00:23 - Dinner with a Top Chinese Seller & Introduction to China Topic 01:13 - China's Amazon Seller Landscape & Entrepreneurial Drive 02:30 - Energy & Business Culture in China 04:47 - Chinese Sellers' Approach to Amazon's Rules 05:40 - The Ziniao Browser Tool 09:00 - Widespread Multi-Account Strategy & Aggressive Tactics 10:17 - Amazon's Evolving Policies & Fairness Concerns 11:52 - New Tariffs on Chinese Goods & Impacts on Sellers 13:39 - Preparing for a Cash Crunch 15:05 - The Role of Chinese Sellers and the Political Spotlight 15:30 - Building Influence Through Data 17:58 - Immediate Reactions from Brands 18:48 -Bias and Hopes for U.S.-Based Sellers   Related Post: Break the Profit Squeeze: How Leading Amazon Sellers Use Growth Capital To Beat Their Competition   Links: LinkedIn: linkedin.com/in/scott-needham-a8b39813 X: @itsScottNeedham Instagram: @smartestseller YouTube: @smartestamazonseller2371 Newsletter: https://www.smartscout.com/newsletter-sign-up Blog: https://www.smartscout.com/blog

All-In with Chamath, Jason, Sacks & Friedberg
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Apr 11, 2025 121:58


(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: https://x.com/LHSummers Follow Ezra: https://x.com/ezraklein Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://truthsocial.com/@realDonaldTrump/posts/114309144289505174 https://x.com/WhiteHouse/status/1910058352278708638 https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8 https://breakthroughprize.org

Drew Berquist Live
Democrat Mega Donor Explains How Trump Admin is Different and How They Can Win Midterms | 4.10.25

Drew Berquist Live

Play Episode Listen Later Apr 10, 2025 71:16


Democrat Mega Donor Explains How Trump Admin is Different and How They Can Win Midterms | 4.10.25SOCIALS: https://linktr.ee/drewberquist NEWS: https://DrewBerquist.com MERCH: https://RedBeachNation.com#DrewBerquist #ThisIsMyShow #TIMSTop 100 Political News Podcast with https://www.millionpodcasts.com/political-news-podcasts/Show Notes/Links:Senator Chuck Schumer refuses to condemn Tesla violence, slams Musk insteadhttps://x.com/elonmusk/status/1909992191948476525Trump: We are more powerful than people understandhttps://x.com/digijordan/status/1910145098794381731Karoline Leavitt: Reciprocal tariffs are being paused for 90 days, except for Chinahttps://x.com/CollinRugg/status/1910025581355491435Natalie Winters: Biggest critics of China tariffs are on the CCP payrollhttps://x.com/RepEliCrane/status/1910312598026723825CNN: U.S. inflation fell in March, outperformed expectationshttps://x.com/RapidResponse47/status/1910317558302941380CNN: Abby Phillip is not satisfied with Shermichael's answer, chaos ensueshttps://x.com/devorydarkins/status/1910186710153203925Ryan Routh is finally being charged for attempted murder on Donald Trumphttps://x.com/AGJamesUthmeier/status/1910305585658024207Major Democrat donor Chamath Palihapitiya explains how this Trump administration is differenthttps://x.com/thechiefnerd/status/1910086532867752014?s=46&t=uaL12_jzouHgBP9nzey-rgAndrew Schultz and Chamath say that is Trump cuts federal income tax for anyone making 150,000 or less midterms go red and citizens ask for a third termhttps://x.com/ElectionWiz/status/1909924402596131015

Shores of Ignorance
Ep 235: Toe Pick!

Shores of Ignorance

Play Episode Listen Later Apr 10, 2025 74:20


Trials, tribulations, temptations, tension. These are the X that marks the spot for where our understanding is limited and we don't see clearly. If we forthrightly explore that space, we find that what we considered trials, were really invitations. The Cutting Edge - https://www.imdb.com/title/tt0104040/ Weights and wings - https://www.crosswalk.com/devotionals/desert/streams-in-the-desert-april-9th.html Streams in the Desert - https://www.amazon.com/Streams-Desert-L-B-Cowman/dp/0310210062 Veritasium on Entropy - https://www.youtube.com/watch?v=DxL2HoqLbyA Lex and Chamath on failure - https://www.youtube.com/watch?v=kFQUDCgMjRc Viktor Frankl - https://www.amazon.com/Mans-Search-Meaning-Viktor-Frankl/dp/080701429X Consider it pure joy, my brothers and sisters, whenever you face trials of many kinds, because you know that the testing of your faith produces perseverance. Let perseverance finish its work so that you may be mature and complete, not lacking anything. (James 1:2-4) Find us here: x.com/mattmccloskey x.com/michaelvaclav All Matt's Links - https://solo.to/mattmccloskey All Michael's Links - https://solo.to/michaelvaclav Sovereign Goods - www.etsy.com/shop/SovereignThreadGoods Cafe Medici - mediciroasting.com/?srsltid=AfmBOo…9eDe2OliQmjTc2A

All-In with Chamath, Jason, Sacks & Friedberg
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Apr 5, 2025 114:18


(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: https://x.com/AntonioGracias Follow Ben: https://x.com/benshapiro Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/AntonioGracias/status/1906877800511893670 https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860 https://x.com/Geiger_Capital/status/1907553323387072774 https://x.com/enriqueabeyta/status/1907796286763409439 https://x.com/Geiger_Capital/status/1907622848149037509 https://x.com/litcapital/status/1907813630227173534 https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0 https://www.hoover.org/publications/goodfellows https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486

Podcast Notes Playlist: Latest Episodes
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Mar 31, 2025


All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (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: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

Podcast Notes Playlist: Business
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

Podcast Notes Playlist: Business

Play Episode Listen Later Mar 31, 2025 88:00


All-In with Chamath, Jason, Sacks & Friedberg Intro  Necessity is the mother of innovation: “We are putting enough friction into the system that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their semiconductor ecosystem.” – Gavin Baker Prohibiting China's access to Nvidia GPUs encourages China to create its own Nvidia, though it may take a decade for it to do so If progress in the AI agent space continues, the only rate-limiting factor to its widespread adoption will be compute power; the days of AI agents competing in all of our daily tasks is a long time away because this will require so much computing, and the capacity does not exist yet Most everybody agrees that deregulation is good: Every time the admin says the word “tariff” it should say “deregulation” three times afterThe best way to encourage the reshoring of key industries is just making it easier to do business in AmericaThe US must figure out the difference between manufacturing and IP so that we can trap the real value of these industries back in AmericaThe admin is focused on making life better for normal, working-class Americans The goal of the tariffs is to restore the industries that can be restored into the US; but implementing them may create externalities, such as inflation and retaliatory tariffs The globalized “free trade” model of the last twenty years has benefitted US knowledge workers, but it has left the everyday American behind On DOGE: While Democrats and Republicans may disagree on where the government spends its money, both sides should want the spending to be efficient Using the Alien Enemies Act of 1798, the Trump admin has deported 238 alleged gang members to El Salvador's high-security CECOT prison The last use of this act was during World War II under President Franklin D. Roosevelt, who ordered the deportation of thousands of Germans, Italians, and JapaneseSince 2015, El Salvador has slashed its murder rate by 99% through widespread arrests of suspected gang members without due process  “The one thing I learned: Everybody in America is always focused on making America better. Having been to eighty different places around the world, our only goal should be to not screw it up in America. Just don't make it worse, because America is so much better than everywhere else.”  – Gavin sharing a quote from a Navy SEALRead the full notes @ podcastnotes.org(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: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

Podcast Notes Playlist: Startup
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

Podcast Notes Playlist: Startup

Play Episode Listen Later Mar 31, 2025 88:00


All-In with Chamath, Jason, Sacks & Friedberg Intro  Necessity is the mother of innovation: “We are putting enough friction into the system that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their semiconductor ecosystem.” – Gavin Baker Prohibiting China's access to Nvidia GPUs encourages China to create its own Nvidia, though it may take a decade for it to do so If progress in the AI agent space continues, the only rate-limiting factor to its widespread adoption will be compute power; the days of AI agents competing in all of our daily tasks is a long time away because this will require so much computing, and the capacity does not exist yet Most everybody agrees that deregulation is good: Every time the admin says the word “tariff” it should say “deregulation” three times afterThe best way to encourage the reshoring of key industries is just making it easier to do business in AmericaThe US must figure out the difference between manufacturing and IP so that we can trap the real value of these industries back in AmericaThe admin is focused on making life better for normal, working-class Americans The goal of the tariffs is to restore the industries that can be restored into the US; but implementing them may create externalities, such as inflation and retaliatory tariffs The globalized “free trade” model of the last twenty years has benefitted US knowledge workers, but it has left the everyday American behind On DOGE: While Democrats and Republicans may disagree on where the government spends its money, both sides should want the spending to be efficient Using the Alien Enemies Act of 1798, the Trump admin has deported 238 alleged gang members to El Salvador's high-security CECOT prison The last use of this act was during World War II under President Franklin D. Roosevelt, who ordered the deportation of thousands of Germans, Italians, and JapaneseSince 2015, El Salvador has slashed its murder rate by 99% through widespread arrests of suspected gang members without due process  “The one thing I learned: Everybody in America is always focused on making America better. Having been to eighty different places around the world, our only goal should be to not screw it up in America. Just don't make it worse, because America is so much better than everywhere else.”  – Gavin sharing a quote from a Navy SEALRead the full notes @ podcastnotes.org(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: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

WIFI & WATER
E020 - When Will #bitcoin Crack $1M? (Specific Date Provided) Featuring Jarrett Carpenter

WIFI & WATER

Play Episode Listen Later Mar 23, 2025 9:44


In this episode, Jarrett Carpenter explores the potential timeline for Bitcoin to reach a valuation of $1 million. He discusses the Bitcoin cycle, including halving events and market trends, and aggregates various price predictions from notable figures in the Bitcoin space.The conversation culminates in a calculated estimate for when Bitcoin might hit the million-dollar mark, emphasizing the importance of understanding Bitcoin beyond its dollar value.Watch on YouTube - https://youtu.be/WvADFEM1xkQEPISODE CHATPERS00:00 - Episode Intro00:03 - When Will Bitcoin Crack $1M?00:18 - 1 Bitcoin = 1 Bitcoin00:45 - Bitcoin Cycle Framing Of Analysis02:09 - $1M Bitcoin Price Predictions Across The Industry04:24 - Jarrett's $1M Prediction05:25 - How Many Days Until A $1M BTC?06:55 - $1M Bitcoin Date Revealed07:33 - Chamath's Prediction Skews Data07:57 - The Date Aligns With The Historical Cycle Trend08:57 - Will It Be A Happy New Year For 2033? What Do You Think09:04 - When Do You Think It Cracks $1M? Does It Even Matter?Follow Jarrett on X - https://x.com/jcrpntrFuture Signal is a podcast hosted and produced by Jarrett Carpenter that explores tomorrow's tech today via guest interviewsAll of Future Signal's content is not financial advice but rather edu-tainment. All of our episodes are available on YT as well as wherever you listen to podcasts.Please follow us on social media and check out our website:Instagram - https://www.instagram.com/futuresignalpod/Facebook - https://www.facebook.com/futuresignalpodLinkedIn - https://www.linkedin.com/company/future-signal-pod/YouTube - https://www.youtube.com/@futuresignalpodTwitch - https://www.twitch.tv/futuresignalpodFor more info on the podcast, please check out https://www.futuresignal.xyz/To learn more about Future Signal's Host - https://www.jarrettcarpenter.com/

Podcast Notes Playlist: Latest Episodes
Howard Lutnick | All-In in DC!

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Mar 23, 2025


All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (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 Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Lutnick: https://x.com/howardlutnick Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Podcast Notes Playlist: Business
Howard Lutnick | All-In in DC!

Podcast Notes Playlist: Business

Play Episode Listen Later Mar 23, 2025 104:37


All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  “The key is to stop sending money to the wrong place so that we can always defend sending money to the right place.” – Howard Lutnick If Howard balances the budget, Trump agrees to waive all income tax for people who make less than $150,000 per year About $1 trillion per year can be saved by cutting government waste, fraud, and abuse; this is DOGE's target – and it is Howard's job to generate $1 trillion in exogenous new revenues for the government There is no such thing as free and fair trade: Inflation comes from printing more money, not from tariffs; the strategy is to put tariffs on things that will reshore Establishing the External Revenue Service: The institutions and infrastructure of the United States are not being optimally monetizedWhat is the market value of American citizenship? If Nvidia is worth $3 trillion, how much is the American legal system worth?Why are we not mining our valuable resources?Are there creative and productive ways to monetize federal lands?  The United States is the greatest customer in the world; it should benefit from that reality when it does business with other nations or corporations Example: Hold stock warrants in the sovereign wealth fund so the American people benefit when the US does a business dealCapital appreciation in the sovereign wealth fund will be used to offset the nation's debt “Our objective is to smash down the Internal Revenue Service and change America.” – Lutnick Read the full notes @ podcastnotes.org(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 Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Lutnick: https://x.com/howardlutnick Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

One Rental At A Time
Trump Wants to Crash Asset Prices and Redistribute Wealth per Chamath

One Rental At A Time

Play Episode Listen Later Mar 21, 2025 27:17


Chamath Palihapitiya drops a shocking take on Trump's economic strategy! Could a planned asset crash be the key to wealth redistribution? What does this mean for real estate, stocks, and your investments? Don't miss this deep dive into the possible economic shake-up ahead!

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick | All-In in DC!

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Mar 20, 2025 104:37


(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 Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Lutnick: https://x.com/howardlutnick Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Podcast Notes Playlist: Latest Episodes
Scott Bessent | All-In in DC!

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Mar 20, 2025


All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (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 Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Bessent: https://x.com/SecScottBessent Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Breakaway
Life, Markets, Netflix, Nvidia, Tesla, SpaceX

Breakaway

Play Episode Listen Later Mar 20, 2025 47:40


OpeningJordan Peterson. Ride or DieGrok vs GoogleGolfCalifornia BusinessMarketsS&P 8% off highs. Was 10% 1 week ago. So that was a correction Tesla 52%. Nvidia, Meta: 20%. Apple: 18%.Finance EducationSecurity. Digital Hygiene:  Great from Karpathy 2-factor authentication and strong password for financial websites. YubiKey. 1PasswordIRA Contributions401k Max: 2025: $23,500 + Employer Match + After-tax = $70,000Still can do $7000 in IRA.Treasury Secretary Scott Bessent and All-inFull Interview on X here.PalantirDOGEWebsite is GREAT!! www.doge.gov I had to google “Timor-Leste”Elon on what DOGE is finding.DOGE's spending cuts are ramping up so quickly that United Airlines announced government travel is down a MASSIVE -50%NetflixCNBC video here. MoffetNathanson Upgrades Netflix to $1100. “Netflix has won the streaming wars.Case closed”Nvidia Jensen Huang KeyNote at GTC 2025Nvidia working on driverless vehicle with GM!!   Video post here.Blue the robot. Robots are coming!!SpaceX Tesla$480. Now $230. Sow down 52%. So increase 1.1x or 110% to get back. Play at 0:30. Winner take most by Cathie Wood. $8-10 trillion in Revenue in 2030. ½ to platforms, like Tesla. Which is the biggest AI platform in the world.Dragon crew launch to ISS.Carried a russian cosmo.Stuck no More! WSJ 285 days in space. 9 months. No other US company can do this. 400th landing of Falcon 9 booster.  Will launch to Mars and carry Optimus. Crossover.Per Elon, SpaceX carries 95% of payload to orbit.Starship is the only “vehicle” currently built that can go to Mars. Boston Dynamics Robot - Break dancing. Yes its here. BYD. Sheer size of Shenzhen factory. University EndowmentsTrump threatening to suspend federal grants to Columbia University per WSJ.Play  Andreeson on University funding. RecommendationsAll-In Podcast. Chamath and Friedberg interviewing Secretary of Treasury Scott DictatorsWhite LotusElon Interview on Ted Cruz

Podcast Notes Playlist: Business
Scott Bessent | All-In in DC!

Podcast Notes Playlist: Business

Play Episode Listen Later Mar 20, 2025 73:17


All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  “I wanted to get involved in the campaign because I was so alarmed with what the Biden administration was doing with the debt and deficit.” – Scott Bessent The US was headed for a European-style economic malaise in which the rich get richer and the everyday person gets left behind The Biden administration's economic policies were not only unfair to the everyday American but also unstable and damaging to the American dream The key aspects of the American Dream: Home ownership, financial security, some level of comfort, Purpose in your work, The ability to support your family, and optionality so that you do not have to work multiple jobs to make ends meet In the post-World War II period, 90% of children ended up earning more than their parents; today, that figure is around 50% The US does not have a revenue problem; it has a spending problem The Trump Administration's “3-3-3” economic strategy Achieve 3% real GDP growth Reduce the budget deficit to 3% of GDP by 2028 Increase U.S. Energy production by 3 million barrels of oil per dayAbout 25% of the nation's GDP flows through the ten-mile radius around Washington DC – and everyone in DC is trying to skim a little off the top  “It is the Department of Government Efficiency – not government extinction, not government elimination.” – Bessent The second part of the plan is to reorder the international trading system and bring manufacturing jobs back to the US; this will reinvigorate the middle-class Everything Trump does is not always in a straight line, but he has a destination in mind“He wants to create assets for the American people, not just debt.” – Scott Bessent on President Trump The intention of the US Sovereign Wealth Fund: The US can get a higher return on its assets than it is currently getting Three other agenda items for the Trump Administration 1. Low and predictable taxes 2. Substantially slash regulations and increase the predictability of regulations 3. Cheap energy and increased energy security Cheap energy and energy security help solve a lot of America's affordability problems; we cannot be dogmatic about where solutions come from  “He really regards himself as the mayor of America”: Trump doesn't care if you are Elon Musk or the guy mowing the White House lawn; you are his constituent  Read the full notes @ podcastnotes.org(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 Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Bessent: https://x.com/SecScottBessent Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

All-In with Chamath, Jason, Sacks & Friedberg
Scott Bessent | All-In in DC!

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Mar 19, 2025 73:17


(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 Thanks to our partners for making this happen: Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com Follow Secretary Bessent: https://x.com/SecScottBessent Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Tech Path Podcast
Tariff Crash = Rate Cuts Coming?

Tech Path Podcast

Play Episode Listen Later Mar 4, 2025 20:32


Cryptocurrency derivatives traders suffered more than $1 billion in liquidations in the past 24 hours as fears of a looming trade war sent markets tumbling. Treasury Secretary Scott Bessent said Tuesday the White House is determined to bring down interest rates, and investors are listening.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:22 Sponsor iTrust Capital00:40 Tariffs now live01:27 Dumbest trade war01:55 Justin Trudeau02:38 Honda moving to Indiana03:12 Target CEO - Likely prices increase in the next few days05:14 Bitcoin no longer safe haven06:30 CNBC: Will the fed react?07:53 Trueflation & Polymarket09:21 Scott Bessent: Cutting taxes10:46 Chamath on the economy14:00 Tom Lee on What's happening16:00 Trump ends Ukraine War?17:21 John Deaton on XRP Reserve19:50 Outro#crypto #bitcoin #ethereum~Tariff Crash = Rate Cuts Coming?

This Week in Startups
EV Truck Startup Nikola Runs Out of Juice | E2087

This Week in Startups

Play Episode Listen Later Feb 20, 2025 66:41


This Week in Startups is brought to you by…Gusto. Get three months free when you run your first payroll at http://gusto.com/twistLemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twistAtlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.Today's show: Jason and Lon Harris cover Nikola's Chapter 11 and how founders can avoid the same mistake, Superhuman AI's new features, Mira Murati's Thinking Machines and where Sam Altman went wrong holding onto top talent, plus much more!Timestamps:(0:00) Episode teaser(1:26) Introduction to startup news and trends(2:47) Bill Ackman's J trade and Herbalife controversy(5:24) Comparing trading strategies: Jason vs. Pelosi(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(11:29) HP's acquisition of Humane and its significance(13:52) Challenges facing the AI industry(20:30) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(21:47) OpenAI veterans launch a new venture(28:09) Chamath's venture into high stakes poker(29:35) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(36:37) Nikola's Chapter 11 filing and securities fraud(48:10) The upside of failing as a founder in the U.S.(50:24) Superhuman introduces AI-powered email features(51:58) Preview of upcoming guests on the podcast(53:03) Key characteristics of successful founders(56:21) Play-along: Guess the fake startup(1:04:12) Movie trilogy rankings: Superman, Star Wars, TerminatorSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpCheck out these past Guess The Fake Startups segments:https://www.youtube.com/watch?v=iKP2iiF1oYIhttps://www.youtube.com/watch?v=rhnOXuGnh14https://www.youtube.com/watch?v=ueazpyGOgccFollow Lon:X: https://x.com/alexFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(20:30) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(29:35) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.Great TWIST interviews: Will Guidara,Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta,Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

S4Y VLOGCAST
Can Chamath Save Poker Only Friends Pod Ep 682 Solve For Why W Matt Berkey

S4Y VLOGCAST

Play Episode Listen Later Feb 20, 2025 91:31


Can Chamath Save Poker Only Friends Pod Ep 682 Solve For Why W Matt Berkey by Solve For Why

Canary Cast
Brandlovers: Revolucionando o ecossistema de creators, começando pelo Brasil, com Rapha Avellar

Canary Cast

Play Episode Listen Later Feb 19, 2025 58:39


Neste episódio do Canary Cast, Florian Hagenbuch, co-fundador e sócio do Canary, recebe Rapha Avellar, fundador e CEO da Brandlovers. Na conversa, Rapha compartilha sua história pessoal, sua trajetória empreendedora, seus insights sobre o mercado de marketing digital, o impacto da Creator Economy nas campanhas de marketing e sua visão para o futuro desse mercado e da Brandlovers. Ao longo da conversa, Rapha explora como o Brasil está à frente das tendências globais na Creator Economy devido ao seu alto consumo de conteúdo nas redes sociais e ao crescimento no número de criadores no país. Ele explica como isso pode ser uma vantagem competitiva e um diferencial para startups brasileiras que buscam construir tecnologias para esse setor. Rapha também detalha as estratégias inovadoras que a Brandlovers implementou para resolver problemas críticos de escala e colaboração, incluindo o uso de inteligência artificial para otimizar processos e desenvolver novos produtos. Rapha compartilha também como a Brandlovers está impactando as vidas dos criadores que utilizam a plataforma, proporcionando novas oportunidades de renda para pessoas em todo o Brasil. Além disso, ele reflete sobre os desafios enfrentados e as lições aprendidas ao longo da jornada, destacando a importância de tomar decisões difíceis e manter um alto padrão de excelência dentro da empresa. Por fim, Rapha apresenta sua visão sobre como atrair investimentos e gerir o relacionamento com investidores de venture capital, como a Kaszek. Ele também discute como trouxe parceiros estratégicos alinhados ao seu mercado, incluindo investidores-anjo e celebridades como J Balvin e Will.i.am. Ouça agora o episódio e descubra como a Brandlovers está revolucionando a colaboração entre marcas e criadores de conteúdo, promovendo maior eficiência e impacto no mercado de publicidade digital. Convidado: Rapha AvellarRapha Avellar é cofundador e CEO da Brandlovers, uma empresa que está transformando a Creator Economy no Brasil ao otimizar a conexão entre criadores e marcas. A jornada empreendedora de Rapha começou aos 23 anos, quando passou a operar um negócio familiar. Em 2018, fundou a Jones, especializada em estratégias lideradas por creators, e em 2020, cofundou a Adventures com Ricardo Dias, ex-CMO da AB InBev. Além de suas iniciativas empreendedoras, Rapha também é creator e compartilha sua expertise em estratégia digital com mais de 155 mil seguidores no TikTok, 110 mil no Instagram e 50 mil no LinkedIn.Acompanhe o Rapha no Linkedin; Instagram e TikTokApresentação: Florian Hagenbuch Florian é cofundador e sócio do Canary, firma líder em investimento early-stage no Brasil e América Latina. O Canary tem mais de $400M em AUM e investiu em mais de 100 empresas desde sua fundação em 2017. Anteriormente, Florian fundou a Loft, empresa que digitalizou e transformou a experiência de compra de imóveis no Brasil, trazendo transparência, liquidez e crédito a milhões de brasileiros. Antes disso, Florian cofundou também a Printi, o principal marketplace de impressão online da América Latina. Acompanhe o Florian no LinkedinDestaques do episódio: [00:00 - 01:10] Boas-vindas e introdução do episódio[01:11 - 04:30] Trajetória profissional antes da Brandlovers[04:31 - 07:15] Creator Economy e as particularidades do mercado brasileiro[07:16 - 10:50] O início: identificando o problema e desenvolvendo a solução[10:51 - 15:00] Desafios da construção do marketplace[15:01 - 19:30] Uso de inteligência artificial no desenvolvimento de novos produtos[19:31 - 31:45] O impacto da Brandlovers para os criadores de conteúdo e grandes marcas[31:46 - 35:30] Estratégias inovadoras de comunicação e lançamento do novo produto[35:31 - 39:10] Fundraising insights: como foi a última rodada e o papel dos founders no relacionamento com investidores[39:11 - 41:50] Conteúdo e branding pessoal como ferramenta de negócios e diferencial competitivo[41:51 - 45:15] Erros, acertos e aprendizados[45:16 - 48:00] Conselhos e mensagem finalFoi citado neste episódio: Bill Gurley e o texto sobre a Uber:Bill Gurley é um investidor de Venture Capital americano e sócio da Benchmark. Ele escreveu um texto famoso sobre a Uber em que respondia um artigo de Damodaran (abaixo), argumentando que a Uber não deveria ser avaliada apenas como uma empresa de táxis, mas sim como uma empresa que estava removendo fricções e criando um mercado muito maior. Link de referência: Bill Gurley's Blog Post on Uber Aswath Damodaran:Aswath Damodaran é um professor de finanças na Stern School of Business da Universidade de Nova York, conhecido por suas análises de avaliação de empresas. Em 2014, fez um texto chamado "Uber Isn’t Worth $17 Billion" em que argumentava que o valuation da Uber estaria equivocado, apresentando uma visão mais conservadora sobre o mercado de táxis e a avaliação da empresa. Link de referência: Aswath Damodaran's Post Scott Belsky:Scott Belsky é o Chief Product Officer da Adobe e fundador do Behance. Ele possui a newsletter "Implications" que explora a interseção entre tecnologia, criatividade e o futuro do trabalho, fornecendo insights e análises sobre como essas áreas impactam negócios e a sociedade. Link de referência: Implications Newsletter Chamath Palihapitiya:Chamath Palihapitiya é o fundador da Social Capital e co-host do podcast All-In. Ele compartilhou em seu Linkedin recentemente uma apresentação (deck) sobre a Creator Economy, destacando-a como uma das grandes oportunidades para o futuro. Link de referência: Chamath's Deck on the Creator Economy Alguns termos em inglês são falados ao longo do episódio, por isso, trazemos um glossário caso fique alguma dúvida:Top of my mind - Expressão para falar sobre algo que está constantemente em seus pensamentos ou que é uma prioridade.Round - Abreviação em inglês para se referir a uma rodada de investimentos de uma companhia.Creator - Criador de conteúdo.TAM (Total Addressable Market) - Sigla para se referir ao cálculo de Mercado Total Endereçável que visa projetar o potencial tamanho que uma empresa pode alcançar dado o mercado que tem a disposição para conquistar.Discovery - Processo de descoberta ou pesquisa de um novo produto.Creator Economy - Se refere ao mercado/economia que são criados em volta da atuação dos criadores de conteúdoDM (Direct Message) - Mensagem direta.ROI (Return on Investment) - Retorno sobre o investimento.Marketplace - Modelo de negócio que conecta dois lados de oferta e demanda, oferecendo uma plataforma e/ou facilitando de alguma forma a transação aconteça. Google Ad Words - Plataforma de publicidade do Google.Assumption - Suposição.Take-rate - Taxa de comissão, normalmente utilizada no contexto de como os marketplaces cobram seus clientes pela eficiência e facilidade trazida pela plataforma.PIB (GDP) - Produto Interno Bruto.Consumption - Consumo.Playing field - Ambiente competitivo ou contexto de mercado onde empresas ou indivíduos operam, comparado a um campo de jogo onde a competição ocorre sob regras e condições específicas.Mainstream - Corrente principal ou dominante.Hackathon - Evento de programação intensiva.AI (Artificial Intelligence) - Inteligência Artificial.AI-first - Abordagem ou estratégia em que a inteligência artificial é priorizada e centralizada no desenvolvimento de produtos, serviços ou processos, sendo o elemento principal que orienta a inovação e a tomada de decisões.Feature - Funcionalidade de um produto.UX (User Experience) - Experiência do Usuário.Smart match - Correspondência inteligente.Meta Ads - Plataforma de publicidade do Facebook.Machine Learning - Aprendizado de máquina.Audience - Audiência ou público.Pricing - Precificação.Signature - “Assinatura” ou característica distintiva/autêntica. Nesse caso usado para falar sobre o que distingue um criador de outro.Rise - Ascensão.Avatarização (Avatarization) - Criação de avatares digitais.Business de licensing (Licensing Business) - Modelo de negócios baseado em licenciamento.Tailwind - Tendência favorável para o mercado ou negócio MVP (Minimum Viable Product) - Produto Mínimo Viável.Landing Page - Página web projetada especificamente para converter visitantes em leads ou clientes, contendo informações relevantes e uma chamada para ação clara, geralmente associada a uma campanha de marketing específica.Virtual CAC (Customer Acquisition Cost) - Custo total de adquirir um novo cliente através de canais digitais, incluindo despesas com publicidade online, marketing de conteúdo, redes sociais e outras estratégias virtuais.Inbound Marketing - Estratégia de marketing focada em atrair clientes por meio de conteúdo relevante e valioso, criando conexões significativas com o público-alvo e resolvendo seus problemas, em vez de interrompê-los com métodos tradicionais de marketing.Excited - Empolgado.PR (Public Relations) - Relações Públicas.Enterprise Account - Contas de grandes empresas.Fundraising - Processo de captação de recursos.Flywheel - Metáfora para um ciclo de crescimento contínuo, em que uma etapa auxilia e acelera a outra.Unfair Advantage - Vantagem injusta.Economics - Economia.Kickstart - Dar início a algo.Commitment - Compromisso.Portfólio (Portfolio) - Conjunto de investimentos.Data Room - Conjunto de documentos com os principais dados da companhia compartilhado em um processo de fundraising.Series - Referente à Série de investimentos.Seed - Investimento inicial.Deck - Apresentação de slides.Top Line - Receita bruta.Optics - Percepção ou aparência externa.M&A (Mergers and Acquisitions) - Fusões e Aquisições.Hype - Grande quantidade de atenção, entusiasmo e expectativa gerada em torno de um produto, serviço, evento ou pessoa, muitas vezes impulsionada por campanhas de marketing, mídia social e influenciadores.Pipeline - Visualização ou representação das etapas e processos pelos quais uma oportunidade de negócio, projeto ou tarefa deve passar desde a sua concepção até a sua conclusão, usada para gerenciar e monitorar o progresso.See omnystudio.com/listener for privacy information.

All-In with Chamath, Jason, Sacks & Friedberg
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Feb 15, 2025 110:19


(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: https://x.com/naval Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/naval/status/1002103360646823936 https://x.com/CollinRugg/status/1889349078657716680 https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html https://x.com/JDVance/status/1889640434793910659 https://www.youtube.com/watch?v=QCNYhuISzxg https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf https://www.youtube.com/watch?v=7xTGNNLPyMI https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488

Podcast Notes Playlist: Latest Episodes
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Feb 9, 2025


All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (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: https://x.com/AntonioGracias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920 https://www.usa.gov/agencies/u-s-agency-for-international-development https://www.usaspending.gov/agency/agency-for-international-development?fy=2024 https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c https://www.usaspending.gov https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024 https://www.bbc.co.uk/mediaaction/about/funding https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid https://x.com/susancrabtree/status/1884034727046226317 https://x.com/elonmusk/status/1886627783138316442 https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357 https://x.com/Jason/status/1885082871074886110 https://x.com/anc_aesthetics/status/1886176995433763188 https://x.com/wikileaks/status/1887501752213409919 https://x.com/pm_viktororban/status/1887224829352280505 https://x.com/daily_romania/status/1887883017550430435 https://x.com/kanekoathegreat/status/1887261736618893636 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://x.com/davidsacks47/status/1886878016183394403 https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817 https://en.wikipedia.org/wiki/United_States_DOGE_Service https://x.com/libsoftiktok/status/1887585824218509380 https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf https://x.com/SawyerMerritt/status/1886899315735507255 https://www.nature.com/articles/s41591-024-03412-w

Podcast Notes Playlist: Business
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

Podcast Notes Playlist: Business

Play Episode Listen Later Feb 9, 2025 96:43


All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  DOGE is forcing the essential question: “What is the essential role of government?”The people who are complaining the loudest about DOGE are probably the ones who have committed the most fraud DOGE found USAID making some interesting payments:$1.5 million to “advance DEI in Serbia's workplaces and business communities”$2 million for sex changes and “LGBT activism” in Guatemala $70,000 for production of a “DEI musical” in Ireland The corrupt USAID payments force the question: “What is the real grassroot support for these left-wing policies all over the world?” “We know that the US government runs a $2 trillion deficit every year; we're in debt almost $40 trillion. We also knew that anytime anyone tries to cut anything in Washington, the whole city screams bloody murder. So the question is, why? Well, now we know: the money is all going to them – it is round-tripping to them.” – David Sacks USAID paid $8 million to Politico and several million dollars to the BBC; this may help to explain why certain political controversies, such as the Hunter Biden laptop story, were buried during the 2020 election cycle The Democrats have lost their way because they have forgotten “kitchen table issues” – the things that regular people care about and discuss at their kitchen tables “A sovereign wealth fund would be a stealthy way to create industrial policy in America.” – Antonio Gracias A US sovereign wealth fund can serve as a rainy-day fund for the nation and a place to store the enormous amounts of revenue that can be created from pro-energy policies Unleashing the American Productivity Machine: AI will cause job loss, but the amount of productivity that it will also enable in the US economy will be extraordinary GLP-1 drugs aren't just for weight loss and appetite control – they might protect the brain and heart but could come with risks for digestion, kidneys, and the pancreas Read the full notes @ podcastnotes.org(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: https://x.com/AntonioGracias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920 https://www.usa.gov/agencies/u-s-agency-for-international-development https://www.usaspending.gov/agency/agency-for-international-development?fy=2024 https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c https://www.usaspending.gov https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024 https://www.bbc.co.uk/mediaaction/about/funding https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid https://x.com/susancrabtree/status/1884034727046226317 https://x.com/elonmusk/status/1886627783138316442 https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357 https://x.com/Jason/status/1885082871074886110 https://x.com/anc_aesthetics/status/1886176995433763188 https://x.com/wikileaks/status/1887501752213409919 https://x.com/pm_viktororban/status/1887224829352280505 https://x.com/daily_romania/status/1887883017550430435 https://x.com/kanekoathegreat/status/1887261736618893636 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://x.com/davidsacks47/status/1886878016183394403 https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817 https://en.wikipedia.org/wiki/United_States_DOGE_Service https://x.com/libsoftiktok/status/1887585824218509380 https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf https://x.com/SawyerMerritt/status/1886899315735507255 https://www.nature.com/articles/s41591-024-03412-w

Haberman and Middlekauff
Myles Garrett Can Dictate 49ers Trade + Chamath Says NBA Competitor League Coming After Luka Trade

Haberman and Middlekauff

Play Episode Listen Later Feb 4, 2025 24:31


Myles Garrett Can Dictate Trade (at 12:00 mark) + Chamath Says NBA Competitor League Coming After Luka Trade to start the showSign Up for my PRIZEPICKS BONUS HERE https://prizepicks.onelink.me/ivHR/GUY   https://www.heyguy.co - to BUY HATS or send me an email $20 Off tickets for shows and games on the GAMETIME App with code "HAM" This episode is sponsored by/brought to you by BetterHelp. Give online therapy a try at betterhelp.com/GUY and get on your way to being your best self. Follow Guy on Instagram: https://www.instagram.com/guyhaberman/Follow Guy on X: https://twitter.com/GuyHabermanEnter the Guy's mailbag by leaving a question for in an Apple Podcasts review OR NOW YOU CAN EMAIL guy@heyguy.co Watch Guy's show on YouTubehttps://www.youtube.com/channel/UCUJPrxeyo3vQvDYS2IzvKMAOur Sponsors:* Check out PrizePicks: https://prizepicks.onelink.me/LME0/HABERMANAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Podcast Notes Playlist: Latest Episodes
Ray Dalio | The All-In Interview

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Feb 3, 2025


All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (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 Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Ray Dalio: https://x.com/RayDalio Read Part 1 of "How Countries Go Broke": https://x.com/RayDalio/status/1878840018770210979 Pre-order "How Countries Go Broke": https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064 Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://tradingeconomics.com/united-states/government-debt-to-gdp https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion https://www.cbo.gov/publication/61172 https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater https://fred.stlouisfed.org/series/M2SL https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024 https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing https://www.chathamfinancial.com/insights/fomc-recap-december-2024 https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html

Podcast Notes Playlist: Latest Episodes
Chamath Palihapitiya: Zuckerberg, Rogan, Musk, and the Incoming “Golden Age” Under Trump

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Feb 3, 2025


The Tucker Carlson Show: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Chamath Palihapitiya on the emptiness of Silicon Valley, the future of technology and the promise of the new Trump Administration.  (00:00) The War Machine Takeover (03:22) Chamath's Dark Passenger (21:58) The Emptiness of Silicon Valley Elites (30:49) Is the US at Risk of Losing Its Place as Leader of the Free World? (35:37) The Traps That Kill American Ingenuity (48:00) The Climate Agenda vs. Artificial Intelligence (1:15:34) Origins of the All-In Podcast Paid partnerships with: ExpressVPN: Get 3 months free at https://ExpressVPN.com/Tucker Hallow prayer app: Get 3 months free at https://Hallow.com/Tucker PureTalk: Get your free Samsung Galaxy at https://PureTalk.com/Tucker Learn more about your ad choices. Visit megaphone.fm/adchoices

Podcast Notes Playlist: Business
Ray Dalio | The All-In Interview

Podcast Notes Playlist: Business

Play Episode Listen Later Feb 3, 2025 76:22


All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  Price is the most important thing: Many investors make the mistake of wanting to buy the good things irrespective of price, but investing in a great company that gets expensive is worse than investing in a bad company that is cheap It's all about real purchasing power: People always talk about markets “going up” without accounting for the denomination that those markets are measured in  – in this case, the declining US dollar “The dollar has been a strong currency, but not measured in gold or bitcoin.” – Ray During periods of structural fiat currency debasement, it is best to own assets that have the following characteristics: international, mobile, relatively private, secure Long-term risk of AI: Determining how the proverbial pie is divided will be a very political issue to navigate because the disruptive effects of AI will be enormous The AI “tech war” is a war that no country can lose because it is more important than profits: If the US or China loses this war, they will face significantly greater consequences than simply losing out on profitsIt is ideal to invest in productivity, but there will be great disruption along the way – perhaps even amongst the hyperscalers, such as NvidiaThe arithmetic debt spiral: The longer we wait to intervene, the more we will have to cut in the future to get out of the hole – the consequences of inaction compound non-linearly We need more than just DOGE to fix the current fiscal situation; we need less regulation, more productivity, and new streams of revenue While things are fine now, likely, a period of great conflict is ahead: A “hellacious” ten-year period is upon us in which our problems will be greater and our coordination for dealing with those problems will be less Read the full notes @ podcastnotes.org(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 Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Ray Dalio: https://x.com/RayDalio Read Part 1 of "How Countries Go Broke": https://x.com/RayDalio/status/1878840018770210979 Pre-order "How Countries Go Broke": https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064 Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://tradingeconomics.com/united-states/government-debt-to-gdp https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion https://www.cbo.gov/publication/61172 https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater https://fred.stlouisfed.org/series/M2SL https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024 https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing https://www.chathamfinancial.com/insights/fomc-recap-december-2024 https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html

The Tucker Carlson Show
Chamath Palihapitiya: Zuckerberg, Rogan, Musk, and the Incoming “Golden Age” Under Trump

The Tucker Carlson Show

Play Episode Listen Later Jan 23, 2025 137:47


Chamath Palihapitiya on the emptiness of Silicon Valley, the future of technology and the promise of the new Trump Administration.  (00:00) The War Machine Takeover (03:22) Chamath's Dark Passenger (21:58) The Emptiness of Silicon Valley Elites (30:49) Is the US at Risk of Losing Its Place as Leader of the Free World? (35:37) The Traps That Kill American Ingenuity (48:00) The Climate Agenda vs. Artificial Intelligence (1:15:34) Origins of the All-In Podcast Paid partnerships with: ExpressVPN: Get 3 months free at https://ExpressVPN.com/Tucker Hallow prayer app: Get 3 months free at https://Hallow.com/Tucker PureTalk: Get your free Samsung Galaxy at https://PureTalk.com/Tucker Learn more about your ad choices. Visit megaphone.fm/adchoices

Athletes and Assets
How poker can make you a BILLIONAIRE w/ 17- Time World Champion Phil Hellmuth

Athletes and Assets

Play Episode Listen Later Jan 6, 2025 48:57


17-Time World Series of Poker Champion Phil Hellmuth chats about his legacy, his investments, and how poker and business are incredibly similar. The views and opinions expressed in this video are solely those of the individuals featured and do not necessarily represent the views or opinions of Athletes & Assets. We do not accept liability for any advice given in this video, and viewers are encouraged to seek professional guidance before making any business decisions. Additionally, the participation of athletes in this video does not imply endorsement or sponsorship by their respective employers.

The Engineering Leadership Podcast
From VPE to CTO - mission-aligned teams, prioritizing company over department outcomes & the power of a “not do” list w/ Ryan Fox #197

The Engineering Leadership Podcast

Play Episode Listen Later Nov 19, 2024 40:56


Ryan Fox, CTO @ Super.com, joins us to dissect his leadership transition from Vice President of Engineering to CTO. He shares how he created his own job description and – perhaps most importantly – identified & found buy-in around his “not do” list. We also cover Ryan's favorite strategies for coaching department heads, why it's important to focus on strategic thinking as an eng leader, tips for instilling accountability & autonomy, and defining different levels of situational leadership. Patrick and Ryan also dissect Super.com's MAT leadership approach and how it is incorporated into their engineering functions.ABOUT RYAN FOXRyan Fox is the CTO at Super.com, an all-in-one app that has helped millions of customers save, earn and put over $150 million back in their pockets. Previously, Ryan worked as both a SWE and SRE at Google.SHOW NOTES:Ryan's background / experience with Super.com (2:04)What sparked his transition from VP of Engineering to CTO (3:40)How Ryan tackled creating his own job description (5:50)Strategies for prioritizing responsibilities & developing a “not to do” list (8:20)Process for defining what not to do (9:32)Examples of building buy in for a “not to do” responsibility (11:45)Insights on prioritizing company wide outcomes vs. departmental outcomes (13:33)Transitioning from a department head to coaching other department leaders (15:26)Components of a successful coaching conversation about strategic thinking (18:48)Frameworks for instilling accountability & autonomy in department heads (21:25)Understanding situational leadership & S3 / S4 definitions (23:08)Incorporating mission-aligned teams into the engineering organization (25:37)Why the MAT leader focuses on business, not people aspects (27:52)Elements that contribute to the MAT model's success (29:32)The intersection of MAT & functional leadership (32:04)Ryan's advice to leaders new to the MAT approach (34:20)Rapid fire questions (36:29)LINKS AND RESOURCESMAT Resource Guide - A guide to understand the Mission-Aligned Team organizational structure, how Super.com rolled out MATs, and how such a structure may be able to help your organization.All-In with Chamath, Jason, Sacks & Friedberg - Hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg, the show features insider takes on business, technology, and society and interviews with the world's most influential thinkers.This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/

Skippy and Doogles Talk Investing
Doogles Jumps the Shark

Skippy and Doogles Talk Investing

Play Episode Listen Later Nov 18, 2024 39:00


Skippy apologies and congratulates Theo on his polymarket victory. Doogles quizzes Skippy on the best YTD stock market performances through October. Doogles talks whether or not the AI bubble is behind us or ahead of us, using a recent Bridgewater report. The episode wraps by throwing shade at Chamath and discussing America's two economies.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Podcast Notes Playlist: Latest Episodes
Trump wins! How it happened and what's next

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Nov 10, 2024


All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (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!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/twobitidiot/status/1854192602985255042 https://www.270towin.com/2024-election-results-live/president https://x.com/ChrisCillizza/status/1854515791690953066 https://www.youtube.com/watch?v=_e8-KX3XKL8 https://x.com/Jason/status/1854209590424121464 https://x.com/SawyerMerritt/status/1854045298475110779 https://x.com/DavidSacks/status/1854342908356297068 https://x.com/arifleischer/status/1854270972775305291 https://www.fec.gov/data/spending-bythenumbers/?office=P https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going https://x.com/DavidSacks/status/1829383729284067659 https://www.snopes.com/fact-check/trump-very-fine-people https://x.com/TheRabbitHole84/status/1840977783247286429 https://www.cnn.com/election/2024 https://polymarket.com/event/house-control-after-2024-election https://x.com/MarioNawfal/status/1854536321282519396 https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en https://x.com/DavidSacks/status/1854202717637411199 https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies https://x.com/chamath/status/1854229735477551600 https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906 https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html

Podcast Notes Playlist: Latest Episodes
Trump wins! How it happened and what's next

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Nov 10, 2024 103:28


All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  The Trump win represents a dismissal of Wokeism and judgmentalism and is a ringing endorsement of meritocracy and common sense Donald Trump has increased his support across the electorate; except for two demographic groups (65+ and white college women), every single demographic group shifted towards Republican from 2020 to 2024 Comparing Trump votes from 2020 to 2024 in areas that are bastions of elitist liberal thinking:In California, Trump lost by 29 points in 2020; he lost by 17 points in 2024 In New York, Trump lost by 23 points in 2020; he lost by 12 in 2024 The current Democratic Party base consists of the elites: The overeducated, affluent, and non-religious types who are disconnected from the reality of most AmericansIf these people stay in control of the Democratic Party, the Republicans will probably have an electoral majority for the foreseeable future “I think that the Democrats will lose one of California or New York in the next eight years.” – Chamath “The legacy media spell is broken. Their credibility has been destroyed and I think that the repudiation of the legacy media is one of the most important  results of this election. It just shows that the Democrats had a trillion-dollar propaganda machine on their side and Trump was still able to win.” – David Sacks  Science is the constant process of questioning whether you are right or wrong; reasserting the scientific process of skepticism in federal agencies may help restore trust and faith in our institutions“In the most basic calculation, the bottom fell out of the Democratic Party.” – Chamath Donald Trump won because his focus is on solving real problems that are affecting Americans  “Americans love winners and innovation, and they hate socialism and woke nonsense – it's time for a hard reset.” – Jason Read the full notes @ podcastnotes.org(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!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/twobitidiot/status/1854192602985255042 https://www.270towin.com/2024-election-results-live/president https://x.com/ChrisCillizza/status/1854515791690953066 https://www.youtube.com/watch?v=_e8-KX3XKL8 https://x.com/Jason/status/1854209590424121464 https://x.com/SawyerMerritt/status/1854045298475110779 https://x.com/DavidSacks/status/1854342908356297068 https://x.com/arifleischer/status/1854270972775305291 https://www.fec.gov/data/spending-bythenumbers/?office=P https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going https://x.com/DavidSacks/status/1829383729284067659 https://www.snopes.com/fact-check/trump-very-fine-people https://x.com/TheRabbitHole84/status/1840977783247286429 https://www.cnn.com/election/2024 https://polymarket.com/event/house-control-after-2024-election https://x.com/MarioNawfal/status/1854536321282519396 https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en https://x.com/DavidSacks/status/1854202717637411199 https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies https://x.com/chamath/status/1854229735477551600 https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906 https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html

Podcast Notes Playlist: Business
Trump wins! How it happened and what's next

Podcast Notes Playlist: Business

Play Episode Listen Later Nov 10, 2024 103:28


All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  The Trump win represents a dismissal of Wokeism and judgmentalism and is a ringing endorsement of meritocracy and common sense Donald Trump has increased his support across the electorate; except for two demographic groups (65+ and white college women), every single demographic group shifted towards Republican from 2020 to 2024 Comparing Trump votes from 2020 to 2024 in areas that are bastions of elitist liberal thinking:In California, Trump lost by 29 points in 2020; he lost by 17 points in 2024 In New York, Trump lost by 23 points in 2020; he lost by 12 in 2024 The current Democratic Party base consists of the elites: The overeducated, affluent, and non-religious types who are disconnected from the reality of most AmericansIf these people stay in control of the Democratic Party, the Republicans will probably have an electoral majority for the foreseeable future “I think that the Democrats will lose one of California or New York in the next eight years.” – Chamath “The legacy media spell is broken. Their credibility has been destroyed and I think that the repudiation of the legacy media is one of the most important  results of this election. It just shows that the Democrats had a trillion-dollar propaganda machine on their side and Trump was still able to win.” – David Sacks  Science is the constant process of questioning whether you are right or wrong; reasserting the scientific process of skepticism in federal agencies may help restore trust and faith in our institutions“In the most basic calculation, the bottom fell out of the Democratic Party.” – Chamath Donald Trump won because his focus is on solving real problems that are affecting Americans  “Americans love winners and innovation, and they hate socialism and woke nonsense – it's time for a hard reset.” – Jason Read the full notes @ podcastnotes.org(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!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/twobitidiot/status/1854192602985255042 https://www.270towin.com/2024-election-results-live/president https://x.com/ChrisCillizza/status/1854515791690953066 https://www.youtube.com/watch?v=_e8-KX3XKL8 https://x.com/Jason/status/1854209590424121464 https://x.com/SawyerMerritt/status/1854045298475110779 https://x.com/DavidSacks/status/1854342908356297068 https://x.com/arifleischer/status/1854270972775305291 https://www.fec.gov/data/spending-bythenumbers/?office=P https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going https://x.com/DavidSacks/status/1829383729284067659 https://www.snopes.com/fact-check/trump-very-fine-people https://x.com/TheRabbitHole84/status/1840977783247286429 https://www.cnn.com/election/2024 https://polymarket.com/event/house-control-after-2024-election https://x.com/MarioNawfal/status/1854536321282519396 https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en https://x.com/DavidSacks/status/1854202717637411199 https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies https://x.com/chamath/status/1854229735477551600 https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906 https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html

Good Time Show by Aarthi and Sriram
Ep 88 - Gokul Rajaram on Founder Mode and building the next Meta and Google

Good Time Show by Aarthi and Sriram

Play Episode Listen Later Oct 3, 2024 81:58


0:00 - Intro1:10 - Meet Gokul Rajaram, on the Mount Rushmore of Silicon Valley2:19 - Gokul's relationship with Aarthi and Sriram4:00 - What is Founder Mode? And Zuck's Micromanagement6:33 - Founder Mode Vs Management Mode8:26 - Why Gokul disagrees with Paul Graham10:56 - Learnings from Google's Larry and Sergey15:58 - What were early days at Google like?18:58 - What makes a great CEO?20: 42 - How to engage with high performing executives25:45 - Why Gokul left Google to launch his own startup28:53 - Chamath's Acquisition offer31:30 - Fundraising advice for founders34:13 - Gokul's HOT take on AI startups38:10 - The evolving consumer apps landscape40:55 - Career Advice for young people48:00 - When is the right time to start a company?52:17 - Why titles don't matter1:01: 45 - Why Gokul left Facebook to join Square1:06:46 - Regret Minimization Framework1:07:28 - Gokul's Best Bet - Doordash1:13:18 - Doordash's secret hiring process1:16:11 - Sriram's favorite interview question1:17:30 - Gokul's advice for first time founders1:20:10 - Final Thoughts Follow Sriram:https://www.instagram.com/sriramk/https://twitter.com/sriramkFollow Aarthi:https://www.instagram.com/aarthir/https://twitter.com/aarthirFollow the podcast:https://www.instagram.com/aarthiandsriramshow/https://twitter.com/aarthisrirampod

S4Y VLOGCAST
Chamath Believes AI Will END Online Poker Ep 582 Solve For Why

S4Y VLOGCAST

Play Episode Listen Later Aug 28, 2024 84:10


Chamath Believes AI Will END Online Poker Ep 582 Solve For Why by Solve For Why

Hard Parking Podcast
I'm All In on the RDX, F series sales, Fauci on the hot seat

Hard Parking Podcast

Play Episode Listen Later Jun 3, 2024 41:50


ep227 An unusual politically leaning episode about this election year, our presidential candidates, and the great Anthony Fauci finds himself on the hot seat once again behind the 2019 Covid investigation as audio is borrowed audio from the All-In podcast with David Sacks, Chamath, Jason Friedberg, and Jason Calacanis. We all love to say we support the "little man" the small business owner but it always comes down to the dollar. Spend more and support small businesses, or protect your purse and pay the lowest price. It's the American way. Jhae wonders if Biden will forgive any of Jhae's Student Loans. Contact Hard Parking with Jhae Pfenning: email: HardParkingPodcast@gmail.com Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.Hardparkingpod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ Become a supporter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.patreon.com/hardparkingpodcast/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/jhaepfenning/⁠ Car News: https://www.telegraph.co.uk/business/2024/06/02/british-driverless-car-champion-take-on-us-tech-giants/ All in Podcast / YouTube channel referenced in this episode: https://youtu.be/R6hJh-OwoZw?si=fTmvn86YfDaPYfW4

All-In with Chamath, Jason, Sacks & Friedberg
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later May 31, 2024 107:42


(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? Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok 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://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance https://x.com/emilyakopp/status/1795482121739354552 https://x.com/R_H_Ebright/status/1795454118594568312 https://www.youtube.com/watch?v=jGxSlW0NrB4 https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390 https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit https://x.com/KatherineEban https://x.com/emilyakopp https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics https://www.youtube.com/watch?v=nvQTXAgtA6s https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500 https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict https://www.google.com/finance/quote/DELL:NYSE https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down

Run The Numbers
“Take a Risk”: Silicon Valley Veteran Molly Graham on How to Scale Yourself & Your Startup

Run The Numbers

Play Episode Listen Later Apr 25, 2024 60:56


Silicon Valley veteran and early employee at Google, Facebook, and Quip, Molly Graham, joins CJ to discuss all things related to scaling startups, growing as a leader, and progressing in your career. Molly talks about her famous “Give Away Your Legos” talk and how this came about before she and CJ discuss the concept of “work grief” and how to get through it when you have to give up something that your identity is tied to. Having had a very non-linear career path and “stumbling sideways into things”, Molly explains the J-Curve versus staircase analogy for career progression and encourages especially those in finance roles to take big risks. From handling the grief of laying someone off to learning the skill of saying no, mastering the art of destruction as an important part of building a company, and knowing how to fire people not just hire them, Molly shares profound insights from her impressive career. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

“HR Heretics” | How CPOs, CHROs, Founders, and Boards Build High Performing Companies

Do companies need HR? Kelli and Nolan discuss a recent episode of All In (the #1 Business podcast in the world) which championed a utopian vision of dismantling HR inside companies, a conversation ignited by Sequoia's Shaun Maguire exposing Google's promotion policies. Kelli and Nolan discuss how we even got to this point of frustration, what's worth decentralizing, and what would fall apart without HR. What do you think?Forward this to any HR Pro who needs to hear some real talk - and tell them to subscribe: video episodes in your inbox: hrheretics.substack.com This episode is brought to you by Attio.Attio is the next generation of CRM. It's powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join OpenAI, Replicate, ElevenLabs and more at https://bit.ly/AttioHRHeretics TIMESTAMPS:(00:00) Emergency Segment(00:49) Discussion on the All In Podcast's Take on HR(01:05) Shaun Maguire's Tweet About Google(02:16) Debate on the Role and Future of HR(08:56) Sponsor: Attio(09:55) High Growth Companies Without HR?(11:37) HR & Business Outcomes(15:27) CTA—GET IN TOUCH WITH NOLAN, + KELLI ON LINKEDINNolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/HR Heretics is a podcast from the Turpentine podcast network. Learn more at www.turpentine.co This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

Marketing School - Digital Marketing and Online Marketing Tips
Pay per Task: Intercom & Zapier, a Nifty SEO Trick That Will Increase Your Traffic for Free, New Data: Here's What You Should Change in Your B2B SEO Strategy

Marketing School - Digital Marketing and Online Marketing Tips

Play Episode Listen Later Feb 1, 2024 13:54 Transcription Available Very Popular


In episode #2668, we discuss the emerging trend of pay-per-task models in the software industry. We highlight how companies like Intercom and Zapier are shifting from traditional subscription-based pricing to charging customers based on the tasks performed or resolved. Additionally, we delve into the impact of AI on software development and its potential implications for the future of work and the economy. Finally, we share a nifty SEO trick that can help increase website traffic for free.   Don't forget to help us grow by subscribing and liking on YouTube!   Check out more of Eric's content (Leveling UP YT) and Neil's videos (Neil Patel YT)    TIME-STAMPED SHOW NOTES: (00:00) Today's topic: "Pay per Task: Intercom & Zapier, a Nifty SEO Trick That Will Increase Your Traffic for Free, New Data: Here's What You Should Change in Your B2B SEO Strategy (00:00) Introduction to the topic of pay per tasks (00:35) Intercom's shift to a pay per task model (01:11) Zapier's introduction of flexible pay per task billing (02:30) Chamath's incubator offering 80% feature complete software at a 90% discount (04:27) The potential impact of AI on the workforce and economy (07:40) SEO trick to increase traffic by optimizing top keywords (08:39) Shift in B2B SEO strategies for 2023 (09:06) Analysis of NP Digital's traffic and revenue growth (09:06) SEO services pricing starts at five figures per year (09:59) Three to six word phrases drive most qualified leads and generate most revenue (12:14) Users are getting specific with search queries (13:06) Long-tail search queries drive the most leads (13:45) $100 giveaway for writing "marketing is cool" and leaving a review (13:52) That's it for today! Don't forget to rate, review, and subscribe! Go to https://www.marketingschool.io to learn more!   Leave Some Feedback: What should we talk about next? Please let us know in the comments below Did you enjoy this episode? If so, please leave a short review.   Connect with Us:    Single Grain

All-In with Chamath, Jason, Sacks & Friedberg
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Jan 13, 2024 98:39 Very Popular


(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   Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg   Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast   Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg   Intro Video Credit: https://twitter.com/TheZachEffect   Referenced in the show: https://twitter.com/SpeakerJohnson/status/1745642200866738254 https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12 https://twitter.com/DavidSacks/status/1745723423396118593 https://twitter.com/DavidSacks/status/1745604701654298826 https://www.imdb.com/title/tt0120885 https://twitter.com/Jason/status/1745514413782917262 https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12 https://layoffs.fyi https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m https://twitter.com/karrisaarinen/status/1743398553500971331 https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277 https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080 https://twitter.com/chamath/status/1744414462986375440 https://twitter.com/coffeewithone/status/1744488896766042277 https://twitter.com/chamath/status/1745542094696145103 https://once.com https://twitter.com/jasonlk/status/1745552662572208473 https://twitter.com/MattWalshBlog/status/1742583950944432607 https://www.oscars.org/awards/representation-and-inclusion-standards https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html https://www.nytimes.com/2022/04/23/business/pilots-diversity.html https://twitter.com/Jason/status/1735164131806986441 https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy

Marketing School - Digital Marketing and Online Marketing Tips
Why Millionaires & Billionaires are Becoming Content Creators #2621

Marketing School - Digital Marketing and Online Marketing Tips

Play Episode Listen Later Nov 29, 2023 8:18


In episode #2621, We explore the strategies of successful content creators, drawing inspiration from figures like Chamath Palihapitiya and Andrew Wilkinson, both millionaires who have activated paid subscriptions for their Twitter accounts. We discuss their keen understanding of the value of building and leveraging an audience for various opportunities, highlighting the potential for financial success through subscriptions, investments, and business deals. We draw parallels with other content creators, such as Jason Lemkin and Harry Stebbings, who have successfully built conferences, and venture capital opportunities, and gained access to deal flow through their respective platforms. We emphasize the strategic move of building an audience as a means to stand out from the crowd and create diverse opportunities. Don't forget to help us grow by subscribing and liking on YouTube! Check out more of Eric's content (Leveling UP YT) and Neil's videos (Neil Patel YT)  TIME-STAMPED SHOW NOTES: (00:00) Today's topic: Why Millionaires & Billionaires are Becoming Content Creators (00:01) Chamath and Andrew Wilkinson are becoming content creators (01:50) Building an audience helps make money and get business deals (03:51) Examples of successful content creators: Jason Lemkin and Harry Stebbings (05:13) Tim Ferriss has a large audience and makes money from investing (06:31) Building an audience is a smart move for success (07:12) That's it for today! Don't forget to rate, review, and subscribe! Go to https://www.marketingschool.io to learn more! Links Mentioned in Today's Episode: Chamath Palihapitiya X Andrew Wilkinson X Leave Some Feedback: What should we talk about next? Please let us know in the comments below Did you enjoy this episode? If so, please leave a short review. Connect with Us:  Single Grain

Marketing School - Digital Marketing and Online Marketing Tips
Why Millionaires & Billionaires are Becoming Content Creators

Marketing School - Digital Marketing and Online Marketing Tips

Play Episode Listen Later Nov 29, 2023 7:19 Transcription Available


In episode #2621, We explore the strategies of successful content creators, drawing inspiration from figures like Chamath Palihapitiya and Andrew Wilkinson, both millionaires who have activated paid subscriptions for their Twitter accounts. We discuss their keen understanding of the value of building and leveraging an audience for various opportunities, highlighting the potential for financial success through subscriptions, investments, and business deals. We draw parallels with other content creators, such as Jason Lemkin and Harry Stebbings, who have successfully built conferences, and venture capital opportunities, and gained access to deal flow through their respective platforms. We emphasize the strategic move of building an audience as a means to stand out from the crowd and create diverse opportunities.Don't forget to help us grow by subscribing and liking on YouTube!Check out more of Eric's content (Leveling UP YT) and Neil's videos (Neil Patel YT) TIME-STAMPED SHOW NOTES: (00:00) Today's topic: Why Millionaires & Billionaires are Becoming Content Creators (00:01) Chamath and Andrew Wilkinson are becoming content creators (01:50) Building an audience helps make money and get business deals (03:51) Examples of successful content creators: Jason Lemkin and Harry Stebbings (05:13) Tim Ferriss has a large audience and makes money from investing (06:31) Building an audience is a smart move for success (07:12) That's it for today! Don't forget to rate, review, and subscribe! Go to https://www.marketingschool.io to learn more!Links Mentioned in Today's Episode: Chamath Palihapitiya X Andrew Wilkinson X Leave Some Feedback: What should we talk about next? Please let us know in the comments below Did you enjoy this episode? If so, please leave a short review. Connect with Us:  Single Grain

All-In with Chamath, Jason, Sacks & Friedberg
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Nov 3, 2023 88:38 Very Popular


(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 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/chamath/status/1718722437217685810 https://twitter.com/ShaanVP/status/1719461817699733831 https://twitter.com/chamath/status/1719887650688282786 https://sacks.substack.com https://responsiblestatecraft.org/zelensky-war-time-magazine https://twitter.com/davidsacks/status/1719815317000733153 https://time.com/6329188/ukraine-volodymyr-zelensky-interview https://time.com/person-of-the-year-2022-volodymyr-zelensky https://twitter.com/RothCRE/status/1719833548780195882 https://twitter.com/real_bill_gross/status/1720094066183139359 https://twitter.com/real_bill_gross/status/1719010907806904452 https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5 https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115 https://ai.meta.com/llama https://chamath.substack.com/p/the-case-for-big-action-to-regulate https://twitter.com/ImMeme0/status/1713413678765126062 https://twitter.com/elonmusk/status/1259638112688304129 https://twitter.com/chamath/status/1720112859198419191

All-In with Chamath, Jason, Sacks & Friedberg
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Sep 1, 2023 66:51


(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! Follow the besties: 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 Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/chamath/status/1693992134796603477 https://twitter.com/tomosman/status/1696929638935634240 https://twitter.com/KanekoaTheGreat/status/1697072553775501661 https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709 https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring https://twitter.com/chamath/status/1695073336483832007 https://www.justice.gov/crt/page/file/1579981/download https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond https://www.foxnews.com/video/6335645970112 https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24 https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95 https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143 https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30 https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy https://twitter.com/chamath/status/1696295679344459807 https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations