The All-In Holiday Spectacular
2024 segments
And then we're going to do specialty
drinks up here. We'll still have full
sponsorship.
I want one of these.
Right? Yeah.
David is obsessed with Paloma. I love
Paloma.
Yeah, I'm in the Paloma zone right now.
I'm a Paloma guy right now.
It's like the All-In intro music. Yeah,
which I've done a live arrangement for
with the brass.
Now, we're not going to do a year in
review discussion. Which is great.
That's
I think we caught it. Yeah, we're going
to go right into the awards.
Well, you're going to go right into
You're going to go right into Santa
Claus.
Doing his bit.
Yeah. Yeah, yeah. We could do that. It's
easy.
That's the Santa Claus change moment.
That could be the change part, exactly.
How much time does he need to change?
Oh,
WATCH ME.
SANTA CLAUS. THAT'S GOOD. YEAH.
I MEAN, IT'S pretty hilarious.
So, we're really excited to have some
Bestie Awards to give out tonight. Let's
get started. Jcal, are you back? Are you
here? Where are you?
Oh god, sorry. I was just getting IN
FOUNDER MODE. WOO! LET'S GO. SATURDAY
NIGHT, SAN FRANCISCO.
ALL RIGHT, JCAL, you want to warm us up?
All right, everybody.
Let's get loose.
We know what we do. We have a game plan.
We've been doing this for 206 episodes.
We're not changing anything. We are who
we are. We know what to do.
Bring back
bring back science. Sacks. I got the red
meat for you. And Chamath,
I need you as obnoxious as you can be
out there.
Don't worry about me. I got jokes. I got
jokes for days.
We started this in COVID, and we're
going to finish it on Pennsylvania
Avenue.
Now, let's bring it in.
ONE, TWO, THREE, ALL IN. ALL IN.
WE GOT THIS.
LET'S GO.
AMERICA, 2024. A year of political
earthquakes, extraordinary market
events, war, space, and the revelation
that Diddy is super into baby oil.
Authorities located more than 1,000
bottles of baby oil lubricant. It was a
year so profound,
to give him that hook, poo, and spit on
that thing. America was at times at a
loss for words.
The
Like I said, I'm Well put, gentle Joe.
So, tonight we look back. The All-In
podcast presents America 2024.
What in the [ __ ] just happened?
The story of 2024 starts with AI. The
revolutionary technology has fueled a
boom in countless sectors, but mostly
the legal field.
Scarlett Johansson's legal team wants
details on exactly how they were able to
create that voice that sounds like she
said so eerily similar.
No, it sounds just like Of course, it's
a digitally altered version of ScarJo.
And they got caught.
Okay. Cookie jar. And AI also created
the most remarkable deepfake video ever.
Welcome. Think about it. They almost
look like friends. Amazing. Yes, 2024
proved there's no problem AI can't solve
and or cause. Google has had to pause
AI-made images, quote, after race
inaccuracies. This year, AI helped
launch the most drool-worthy tech
product in years,
a computer chip.
Yeah, baby.
DJX has become the essential instrument
of AI. Never seen anything like this in
the history of Silicon Valley or
corporate America. Nvidia is king of the
AI revolution, and they're so hot,
they're
literally too hot.
The Information reported that the chips
are overheating in servers. But don't
worry, there's an elegant solution to
the problem. I bought myself this
Hiroshima mask, so I do not have to
smell the burn on those conductors.
Problem solved.
But Nvidia wasn't alone in AI news.
OpenAI was at the forefront of
reinventing another crucial industry,
office drama. Lot of drama involving
OpenAI. What a mess. What's next? This
week on General AI Hospital.
Is Sam Altman's job security in
jeopardy?
Whose data was stolen this time?
What did Ilya see? Why isn't he talking
about it? And with our special guest,
will our special guest get her revenge?
General AI Hospital.
But Sam Altman never let the drama
distract him from OpenAI's primary
mission,
philanthropy. It's actually really
important that you're not doing private
enrichment off philanthropic donations.
And so, you know, it's it's But isn't
that what's happened?
Um
Um you know, I think that the, you know,
um
You know, I think, like I said, sour
grapes. Well said, Reed. But even if
OpenAI was a little more like closed AI,
its humble leader Sam Altman was still
toiling away humbly for the betterment
of mankind. You make a lot of money, do
you? I make no. I'm paid enough for
health insurance. I have no equity in
OpenAI. Really? That's interesting. But
don't think this working-class hero
doesn't suffer. Did you know that his
$1.9 million supercar wasn't available
in candy apple red like he wanted?
Still, it wouldn't be a year in review
without mentioning Elon Musk, who
incidentally we will all be required to
mention daily in 2025 as bound by
federal law.
The world's jumpiest capitalist and the
new co-leader of the free world showed
everyone in 2024 that being Elon Musk is
a pretty [ __ ] sweet gig.
From soaring in space to delivering
charity, from business booms to getting
anointed by Joe Rogan as free speech
Jesus, from getting hired in politics to
getting hired to fire people in
politics, 2024 was a year that couldn't
shake Elon Musk. Just ask this guy. You
know, he likes this place. I can't get
him out of here.
And it was all prophesied by our own
David Palpatine. Everything has
proceeded as I have foreseen. 2024 was a
banner year in tech, and in how many
giant names we tricked into coming on
our podcast. I love that house he has. I
love David's house. I can't believe I
get to sit down with one of the most
famous investors in Uber. It was like
the hand of God massaging my central
nervous system. What the flying [ __ ] If
you have specific questions, I'm happy
to Did somebody stab you in the back?
Did you find AGI?
Oh my god, WHAT HAVE WE DONE INVITING
these lunatics on the program? Hold on,
guys. I got to get into founder mode.
Oh, wow. Founder mode. Deep founder
mode. I'm going to I'm going to founder.
I got a founder mode, too. Ah.
First, Jcal.
Ah. Okay.
Speaking of financial highs, 2024
experienced a wide range of viewpoints
from the effectiveness of ESG to
disagreement on new CTA BOI reporting.
But there was unanimous agreement on one
key financial issue. Lina Khan has
become the most aided and feared person
on Wall Street.
And Lina Khan is utterly ineffective.
What Lina Khan has done is just go
after, quote, bigness, which just means
stopping these companies from doing
anything that would make them bigger.
The only acquisition she couldn't stop,
Chamath's $5,000 sweater habit. Are you
Chamath? Strut your stuff. Let's talk
about the sweaters. This, Jason. Oh,
really? is the thin summer jacket. Okay.
Really? Beautiful cashmere. There's a
sweater.
[ __ ] YEAH.
THESE DAYS, the All-In boys and their
friends are looking slim in their
cashmere thanks to a new class of
miracle drugs that stormed the world of
biotech in 2024. Ozempic. Ozempic.
Ozempic is a game changer. Injectable
weight loss drugs are hot. In our poker
group, like four of the 12 or 13
regulars are on it. 2025 is looking to
be the year GLP-1s change the face of
everything, literally. But we've heard
that term Ozempic face. First, we had
Ozempic face, and now we have Ozempic
butt.
But if 2024 will be remembered for one
thing, it will be for shining a light on
elder abuse. Our 46th president stepped
aside, introducing the country to a
fresh new upstart ready to tackle the
problems of a fractured country. I grew
up a middle-class kid. I grew up a
middle-class kid. I grew up a
middle-class kid.
I grew up a middle-class kid. President
Trump, however, wouldn't stand by idly
and let Kamala torture own campaign.
They're eating the dogs. The people that
came in, they're eating the cats. In the
end, however, it wasn't even close.
Literally nothing? Literally nothing.
Literally not one county?
There was just so much to 2024 that we
can't cover it all. From Trump nearly
getting assassinated to Trump nearly
getting assassinated, from continued
wars in Europe and the Middle East to
continued battles on the home front,
from the cringiest of TikToks to black
Nazis and an Aussie dance legend. 2024
was anything but very demure, very
mindful.
With 2024 in the rearview mirror, let's
turn to our outgoing president for some
sage advice on our collective future.
But I tell you what, I don't know about
you, but I'm going to go to bed.
Let your winners ride. Ladies and
gentlemen, please join me in welcoming
your
bestie.
What's up?
Merry Christmas.
WELCOME TSAR SACKS.
YOU WEREN'T ALLOWED TO SAY MERRY
Christmas until about 3 weeks ago. Merry
Wait, [ __ ] Christmas, everybody.
Where's
Happy holidays. Where's Jay Cal?
Where's Jay Cal?
Jay Cal? Jay Cal?
It is I, Santa Canis, here to spread joy
and stock options and Bitcoins to all
these fine San Francisco they/thems,
it's whatevers.
Ho ho ho.
Okay, this is starting off horribly, but
okay.
Chamath. Ho ho. Santa Canis, where are
you coming from? Well, you know, uh
You know they paid money for this,
right? You could have at least memorized
your lines.
It's just too funny. Sometimes the cold
opens work and sometimes they don't.
They don't, it's true, it's true. The
problem is this one this one's supposed
to go for 8 minutes, so.
8 minutes? You have stuff in there for 8
minutes? It's not like you guys are
going to make this crowd laugh, okay?
No, it's we moved the North Pole. We
moved it. Where'd you move it to, Santa
Canis?
a problem because, you know, all of
these elves who've come across the
border up there, tons of fentanyl, it's
a disaster, terrible. And just crazy
inflation up there, so we we moved the
North Pole down to Austin, Texas.
Oh, it's it's it's in Austin, Texas now.
Yeah. Better tax treatment, you know.
Can you get elves there? You know, it's
a little bit hard. Some of them have
come across the border, some of them
work hard. Other ones, not so much.
Have you automated? Well, you know,
it's interesting you say that. Oh Oh, no
milk and cookies. I'll take some Bitcoin
if you have any extra. Okay. Thank you
there, Chamath. Yes, we've done some
automation. Ho ho ho,
yes. OH, HERE IT IS, EVERYBODY. You
know, we have a lot of problems with the
elves. You know, they've been
unionizing, Sacks. It's too much
regulation, but we can get these here
from 1X, only $1 per hour, BUT WE NEED
YOU BACK IN SANTA'S LAB, OKAY? You need
to be building some toys, okay? Now, get
back to work.
Yeah, we don't have HR anymore, okay?
So, what are you doing after?
Yeah. No, I mean, I got my friends got
the good K. Okay, we'll talk later.
Whose robot is this?
It's Santa's
robotic elf, right, Sacks? Santa Canis,
sorry, hold on a second. Hold on. Before
we continue with this clearly incredible
bit that you two ding-dongs wrote.
I was just told to read Can we just say
a cheers FOR THE NEW TSAR?
MAZEL TOV, BRO. CONGRATULATIONS.
That's
Congratulations there. Congratulations,
Tsar.
It's a little hard with the $27 Amazon
Santa suit. Ho ho ho.
Well, you know, guys,
I have the list here
that you guys were asking about. This is
the naughty list.
this bit goes on for like 8 minutes.
Hold on.
I've got the naughty and the nice list.
It's a pretty big list this year. Let's
take a look. Sam Altman is on the
naughty list. Very naughty. Two, three,
four times on the naughty
list.
Oh, Jensen also on the top of the list.
Uh you know, Santa's got a lot of that
Nvidia, 20 bag or so far.
Woo. Yes, also some Nvidia employees
here. They didn't sponsor, though.
Oh.
I don't know why he's so cheap.
Okay, Santa Canis, I think it's time for
you to go back to Austin. Yeah, well,
you know, I have to do another podcast.
Yeah, it's it's got 20 times the ratings
of All-In. It's called Hot Ones. I don't
know who the host is, but uh you're
getting beaten in the ratings by 12
chicken wings. Congratulations, boy.
More work for you guys, okay? I'll see
you next time. All right, bye everybody.
Okay.
Well,
you you have to you have to admire the
dedication to the bit. Most people would
given up after about 2 minutes.
He just kept going with it. He really
he's really committed. He keeps going,
yeah.
It's great. So, just to get you guys
oriented, thank you all for being here.
This is going to be awesome.
We got a great night planned. We got a
show we're going to walk through the
Bestie Awards tonight. It's going to be
super fun.
And oh, here we go. Here we go. Sorry,
I'm late. I was in an Uber. I was in an
Uber. I heard Santa Claus showed up. In
an Uber. In an Uber.
Okay. Oh, sorry. Let's do a drinking
game. The number of times Jay Cal shills
his companies, we need to drink.
Jay Cal, introduce the awards as kick
this off. How's this going to work? Oh,
okay. So, you guys know we do this
amazing Bestie Awards. So, we're going
to do a bunch of Bestie Awards here live
on stage. And interestingly, this year
we actually made a Bestie Award. It's
right next to you, Chamath. Maybe you
can hold one up. Sacks, go ahead and
take a look at this.
Now, this Bestie Award is two men
embracing
in a long, awkward hug.
And many people don't know the
inspiration for this awkwardness, but
here it is to remind everybody. There it
is.
And that that's actually Chamath and
David Sacks. David Sacks is actually
interpreting the hug.
He actually reciprocated.
that we were the mold for for this?
You guys are the mold. It was cast
out of our body shapes. It's your bo-
it's
uh actually accurate down to the uh
inch. Yes, it's very very accurate. You
and Sacks uh Sacks, you and uh Chamath
there hugging. Uh so, the first award
we're going to do is business. Biggest
winner,
biggest loser,
and biggest surprise. So, Chamath,
would you like to kick it off
with your biggest business winner?
I think the biggest business winner of
2024
is
the business of speech.
And what I mean by that is I think that
we have made freedom of speech a very
successful business model.
All right, well done. Yeah, it's
Who's your biggest business winner,
Sacks? Well, I I wanted to be original,
but I really couldn't I thought it was
so obvious this year it has to be Elon
Musk. Okay, Elon Musk, that's always a
safe choice. Freeberg, who do you have?
It's SpaceX, Starlink, Starship. I don't
know what else Chopsticks.
comes close. Comes close. What's that?
Chopsticks. Well, I mean, First neural
link implants. And SpaceX at like a $350
billion valuation, like tripling from
that level in a year, it's insane, never
been done before. The boundaries just
don't matter. It's incredible. It is
incredible. I went with Nvidia just to
mix it up. Who's your biggest business
loser, Sacks?
I said the biggest business loser was
the legacy media.
Oh, mainstream media. Okay.
They they lost the election and
something like half their ratings, and
they've been exposed as basically being
overpaid podcasters.
Okay.
I mean,
But podcasters aspire to be overpaid
legacy media hosts. Yeah.
Chamath, who is your biggest business
loser? Business loser, Intel. From
the company that basically
commercialized Moore's Law for the
advancement of humanity
to just a totally confused shell of its
former self.
Hmm. Who do you got, Freeberg, as your
biggest business loser?
Very old business
has had uh
kind of mantle place position in the
United States for decades. That would be
Boeing, which seemed to unravel this
year
with um obviously the debacle with the
aerospace program, particularly with
Starliner stranding some astronauts,
needing to get rescued, and there's a
lot of turnover happening in the
organization. It just seems like a mess.
You know, I I with Apple only because I
felt the Vision Pro felt flat, the new
iPhone 16 not very strong, and I feel
like they're adrift. And Warren Buffett
sold all his shares in it. I feel like
the company could do much better.
That's a good pick.
their stock's up like 30% this year. I
think it's a little bit in the middle,
but I think it's based on potential. I
think they should be releasing great new
products, and they aren't. Okay.
let's go to business surprise. Did you
have a business surprise over there,
Saxypoo? I said Palantir was a biggest
business surprise this year.
I mean, I thought the company would do
well, but its stock went up 5x this
year, from $16 a share to 76.
Completely counterintuitive, it just the
market cap of Palantir just passed the
market cap of Lockheed Martin.
The amazing counterintuitive thing about
Palantir was how much time
they spent with their customers.
Everybody shat on that idea, and they
were totally right.
Totally right.
Uh so, were they your biggest surprise
as well? Uh no. My biggest business
surprise
uh are GLP-1s.
I think the number of markets that it
seems to help.
This year, it went from weight loss to
cardiac fitness to depression to drug
addiction uh alcohol I mean You know,
they
It's basically a wonder drug of wonder
drugs. And also, I think you might be
interested, they said it can help with
compulsive gambling as well, Chamath.
That is why I am not on a GLP-1.
I don't have a problem.
Okay, Friedberg, do you have a surprise?
I was surprised by the return of kind of
the long tail of crypto.
Uh it's
Okay. made it's come roaring back, and
everything seems to be on fire again. No
comment from the cryptos are I know, but
Crypto comeback is your biggest
surprise.
Crypto crypto comeback. The long tail
crypto comeback. I feel like
Bitcoin was always a different story,
but the long tail's got a different
I looked at it, and I I always love
great products. I picked Google.
Everybody was talking 2 years ago about
how Google was falling behind, and 10
blue links weren't going to work. The
Gemini app is absolutely fantastic. I've
been using Gemini app. It's as good or
better than ChatGPT.
you do J trade Google shares? I I J
trade some shares, yes. [ __ ] God damn
it.
traded some Google shares.
Also, Waymo, also delightful. And, you
know, they had a rough year with some of
that woke imagery in
Gemini, but I think they had a great
rebound.
Waymo's a really good story. Yeah, I
think Waymo felt like it's like, what is
that business a year and a half ago, 2
years ago? And I don't know if you I've
been taking Waymos around the city. You
don't do you come to the city?
My sister and my brother-in-law are
visiting this weekend.
There they are. Hey, how you doing,
guys?
And
they took a Waymo yesterday, and I saw
the video. And basically, what you have
is my brother-in-law, who's like totally
blown away.
My sister, who's like cautiously
optimistic. And their two kids, who are
like pinned to the back in fear. Cuz
they're like, who is driving this? And
my And my brother-in-law,
who's who's Indian, he's like, "Don't
worry, there are people like us
somewhere driving this car."
Okay.
Let's Let's go to politics, Sax. Here's
your red meat. I can't imagine who you
have as your political winner, but I
know you probably struggled over this
one. This one's pretty obvious. It's the
the man who won the White House uh
He actually he not only won the White
House, he won the House, he won the
Senate, he won the popular vote, and he
overcame a hostile media. He overcame
two assassination attempts, one that
missed him by millimeters. So, my
biggest political winner for the year is
Donald Trump. Okay, there it is, folks.
Biggest winner.
Wow, you just glow when you mention DJT,
they're just glowing.
We don't even need to like the stage.
When we say DJT, it's like a fusion
reactor. Chamath,
who is your biggest
political winner for 2024?
My biggest And listen to this very
carefully, folks.
My biggest political winner of 2024
is David [ __ ] Sacks.
Let's go,
David Sacks! [ __ ] yeah! Nicely done.
All right.
Um
Say more. Say more. Well, I said this
before, but I'll say it again.
I I've never seen a team of people
assembled in any government
um like this.
And I really do mean what I say. This is
really the best of everything that
happens. A guy that
has
emigrated,
okay?
A guy that's
worked his ass off.
He's done it in many different places,
in many different ways. He's an amazing
friend. And he's [ __ ] brilliant.
And we need brilliant people. Yeah, way
to go. Did you have a
political winner there, uh Friedberg? I
know you don't talk too much about
politics.
I went Well, I went with independent
media. I think that it totally reinvent
Everyone talks about this, but it had
such a huge impact in changing the
narrative, getting new messages out
there that were being filtered or
distracted away in other contexts. So, I
thought that was the biggest winner. And
everyone's talking about the legacy
media anchors all leaving and moving to
independent uh podcasting platforms and
so on. So, that was the biggest winner,
I thought. All right. I picked the
PayPal mafia, yourself included, of
course, Sax, but Peter Thiel, JD, and
Elon, obviously.
The whole group I think really did a
great thing. Now, whether you are a fan
of Donald Trump's or not, if you're left
or right, I feel really great that you
guys are around Donald Trump, and I feel
really optimistic and great energy for
the country. Uh so, the fact that the
PayPal mafia is there, yourself
included, Sax, makes me feel really
great about the next 4 years. And I'm so
proud uh that you're doing this. And
it's a great sacrifice for your country.
You could use these cycles for your own
benefit, and you're using these cycles
for the benefit of America and humanity.
And I think that deserves a big round of
applause.
Okay.
Thank you.
Well, you know, one thing I'll say is
Chamath and I uh co-hosted the um the
dinner for President Trump.
It was on June 6th of this past year. I
remember that because it was D-Day. I
thought that was somehow significant.
But they asked me if um if I would be
willing to host a a fundraiser for
President Trump.
And I said, "Well, how much do we need
to raise?"
And they said, "Well, at a minimum, 5
million."
And I didn't I thought maybe that's a
hard number to raise because there's not
that many Republicans in San Francisco.
So, the first call I made was to this
man, Chamath, and I said, "Would you
co-host this with me?"
Because I figured, okay, well, if nobody
shows up, Chamath and I can just split
it. And uh
You dollar cost averaged
Yeah. your
fundraiser? That's so bad. You dollar
cost averaged. So, I knew I knew he
could pick up the check with me. It was
uh
So, in any event, it was a big ask for
from Chamath because Chamath had never
supported Republicans before. Obviously,
I've been a crazy right-winger from way
back, but Chamath had had only supported
Democrats, and he said he was in.
And he decided to co-host it with me.
And so, based on that, I told him,
"Okay, we're in. We can do this." And
then it turns out that more and more
people wanted to come
because we showed some conviction. So,
then we had 8 million committed, then 10
million committed, then we ended up
raising 12 million that night.
13, I thought.
13 then 13. Well, we got another million
on top of it. So, we ended up raising 13
million that night. So, yeah. But it
wouldn't have happened unless he decided
to co-host it with me. So, thank you,
Chamath.
Um political losers, who do we got?
I mean, I I know this is a tough one,
too. I I've already said this, so this
is going to be repetitive, but it is of
It's the thing that disappointed me the
most
personally. Uh I think the biggest
political loser was Barack Obama.
It's the same thing where there were so
many of us that literally would have
stood in line for hours to just shake
his hand.
I guess I just revered the idea
of who he was.
And then
I just saw a person that was reduced to
honestly, not telling the truth.
And doing it repeatedly and repeatedly.
And it just lost a tremendous amount of
cachet that I had for him, and the
sensation that I had of who he was as a
man.
Uh who do you got, Friedberg? Biggest
loser? Uh it's been said. I just went
with legacy media. And what do you So,
my biggest political loser was lawfare.
I thought lawfare was the biggest loser
because not only did it not work, it
backfired. It backfired. Remember?
Yeah, exactly. Um you remember, they
started the lawfare right when the
Republican primary started. And I think
Donald Trump would have won it anyway,
but once they started these sham trials,
they tried to bankrupt him, they went
after his kids, they tried to imprison
him,
Republican uh support shot through the
roof, and he won the primary easily. And
then they did the same thing in the
general, and it activated and sort of
radicalized a lot of people, including
myself, because it was so un-American to
try and imprison your political
opponent. So, I think it massively
backfired, and of course it wasn't just
against Trump, it was also against Elon,
too.
Well, where did that get him? They
turned Elon from someone who identified
formerly as a Democrat or an independent
to someone who became a Republican. So,
it was not only Not only did it not
work, it basically did the had the exact
opposite effect of what they intended.
Yeah, I I picked the um
I picked Biden and the Democratic
machine as my biggest loser for obvious
reasons, and as we talked about on the
pod,
gosh, it was so obvious that they were
covering up Biden's cognitive decline.
And we're all sadly going to be in
decline at some point in our lives, and
that should be something where that
person is supported and not abused in
the way he was abused. I I felt it was
elder abuse. We make that as a joke, and
then not running a speed primary, and
that's when for me, a left-leaning
moderate, I I felt like I can't support
this if you don't actually have a
primary process, and I think they
destroyed the party, and it just has to
be rebuilt from the bottom up. Uh it was
a disaster, and
um I'm super disappointed, like many
people, in their thuggy and criminal
type behavior. I felt it was really low
ethics, and um I'm I'm not happy about
it.
Okay, let's go political surprises.
Political surprises, anybody have a
surprise? Chamath, you look like you got
one ready to go. My political surprise
is
J.D. Vance.
Um
I don't think
if this works out properly, there will
be
a Republican party the way that you
normally knew it. I think it is a MAGA
party.
And I think that J.D. Vance
has the potential to become the
standard-bearer
past Trump. So, that baton pass
I think has the best potential. And what
I'll tell you about him as a person is
this is a guy, if you have a chance, he
will be here a lot, I suspect,
especially because of David.
Meet the man,
understand where he's coming from. This
is an incredible human being.
I I really do mean that, folks. And I'm
like a skeptical kind of gen- generally
I'm not super effusive about people.
You're thoughtful about who you would be
friends with.
He's an incredible human being. Yeah.
You got a surprise for us, Friedberg?
What was your surprise this political
season 2024? I listened to the episode
of Pod Save America last week where the
Democratic leadership that ran the the
Harris campaign
uh kind of gave their breakdown on what
happened.
And what struck me the most about the
conversation and the way they talked
about everything was everything was
about some democra- demographic
heuristic. Black males should do this.
White college-educated females should do
that. Everything was broken down to this
like, you are defined by whatever label
we put on you, and we expect that voting
block, and we analyze you as a voting
block as a group, and how you all move
together.
And all of that [ __ ] broke down.
What happened in this election cycle was
a lot of people voted as independently
minded people in a way that I think
broke their brains. They didn't
understand how and why people were
starting to think on their own.
And so,
I don't think anyone anticipated that
going into this year. It's certainly
closely coupled with the rise of
independent media, but individuals
taking choice for not just being
categorized and labeled and bucketed and
told how to vote and what to think and
what to do. People stood up and said,
"I'm going to have my own thoughts on
stuff." And suddenly all of the models
broke. That was the biggest surprise,
and I thought it was like a big sea
change
If you base it in the United States.
Something I think it's a really great
point you're making.
One great thing that could come out of
this is the return to judging people by
their character, their performance,
their actions, as opposed to identity
politics, which is a true dead end in
our society.
I think it's really well said,
Friedberg. Did you have a political
surprise this year, Sachs? Yeah, I would
say building on what you guys said, my
biggest political surprise was that even
in deep blue cities like San Francisco,
the voters rejected the woke left in
favor of more moderate alternatives. So,
here
in San Francisco, we got Daniel Lurie as
mayor.
Uh he was elected, Dean Preston and
Aaron Peskin were defeated. We have a
moderate majority on the board of
supervisors. In Oakland, the leftist
mayor and D- DA got recalled. In LA
County, uh we beat uh George Gascón, who
was a Soros DA.
Statewide, uh Prop 36 passed. This is
the uh proposition to make crime illegal
again.
And uh
And so, even in a deep blue state like
California, you're seeing a return to uh
sanity.
You know, I had a surprise. I was going
to say podcasts, but when I thought
about it, it was obvious to us, and I
think a lot of people that podcasts were
going to play a big role, and it's clear
podcasts um played a big role, but I
want to specifically shout out Friedberg
and our podcast for bringing up the
topic two or three years ago of the
budget deficit and our out-of-control
spending. And you harped on this,
Friedberg.
And
you know, I I thought the election would
be a referendum on Trump's behavior in
the past. I thought it would be a
referendum on abortion and and a woman's
right to choose, and I'm not saying
these aren't important issues,
but now it's turned out that efficiency
of our government and our fiscal
responsibility and what we pass on to
our children is now the most important
issue. I want to pause for a second.
Hallelujah. But
Yeah, and I think it's a big round of
applause for Friedberg because I just
want to pause for a second of how
unpopular that topic was. We said
ourselves on the pod, there is no way
that any politician will ever take this
up because it's too toxic to talk about
cutting spending, you'll never get
elected, etc. And now we're sitting
here, and I think because of you harping
on it, us talking about it, Elon caring
about it, Vivek, who came on the pod,
and he really got passionate about it.
Now we have Doge. And one of the
greatest things that could happen in
this administration, and I would be very
proud, you know, of of your contribution
and the pod's contribution to this, is
if we can just control our spending so
we do not
mortgage our children's future
disastrously. And And this is the most
important thing over the next year or
two. If you don't like Trump and you
didn't vote for him, you can support
Doge, you can support Elon, you can
support having a balanced budget and us
controlling spending.
It is an an issue for all Americans,
truly. All right, this is a hot start.
We got a hot start. Pass me one of those
awards there. Here you go. Here we go.
J Cal's going to invite our first guest
tonight. Look at this. Wow.
This is some serious man love. That's me
and Chamath.
Should we clean up the naughty and nice
list, by the way, off the uh Okay.
ergonomic representation of uh me and
Chamath hugging it out.
It's not easy to give a hug like that
when you're on the spectrum, is it,
Sachs? Not not easy.
But you got through it. Um
so, it's it's a strength for him.
Tonight, I'm very proud
to give the award
for setting the most money on fire in
pursuit of a failed campaign
to the one, the only Aaron Levie, friend
of the pod from Box. Welcome, Aaron
Levie.
This is a very very special
Wow, I got Yeah.
Okay.
Uh I have no idea why I said yes to
this. So, um also, what the hell is this
thing? Um
I think this is the closest I'll ever
get to speaking at the Republican
National Convention, so um
So, thank you.
Good to be here.
I have a couple I have a couple notes.
So,
first of all, why didn't Mark Cuban or
Vinod Khosla accept this? Why is this
me? Why I don't I don't understand
what happened here. Vinod doesn't have a
sense of humor.
Okay, okay. So, um
All right, so yes, uh
we did waste a little bit of money on
this campaign, but um but
it went to the Vegas Sphere. So, did you
see the Sphere and how well that was the
the campaign use that money? So,
I decided to do a little bit of a
postmortem, so we called the campaign
and talked to Kamala uh just to you
know, understand afterwards, you know,
what the reaction was.
Her response uh stood out to me,
actually, pretty profoundly. So, I I
actually wrote it down. I wanted to make
sure I got it kind of word for word. She
She said, and I quote, "I'm in the arena
trying stuff.
S-
Some will work,
some won't,
but always learning."
And you know,
I I actually felt like that was a really
good and profound way to to think about
the campaign.
So, I left I left a lot better after
after hearing that. So,
now I do want to
congratulate David Sachs. Um
obviously, on his new role in the
administration, pretty incredible.
Uh the the PayPal mafia takeover of the
government is now complete. So, so good
work on that.
Um
You know, I was getting worried,
actually. So, so they told me about this
actually like three or four days ago,
changed the whole plan, obviously,
midway. N- Nothing nothing about what is
going on right now was was the plan.
Um but I was you know, I had to kind of
say a couple lines about each person,
and and so David, I was getting worried
about because I didn't you know sort of
I've been worried for David because I
didn't know what he would do given Trump
promised to end the war in Ukraine. Like
what else is David going to talk about?
So,
you know I've I've known David's views
on the the you know the the war in
Ukraine.
Um but I actually didn't know that that
uh it was so serious that you become a
czar. I mean that's that's pretty
that's pretty impressive.
Now, what's cool about David's new role
leading the Council of Advisors for
Science and Technology is you can kind
of think about him as like the IT guy of
the government now. So,
so if you have any issues with the DMV
website, he is
he's your guy.
And you also have the benefit of being
the crypto czar. So, I think if you
could just let us know at some point in
the conversation, what do you think the
price target is on the Hawk 2 coin? Like
where are we
where are we headed with this?
Um now,
David works in the government, which
means we have an inside track for some
of the
the besties.
Um which I think it'll be pretty helpful
for various positions in the in the
cabinet. Um and I know there's already a
pick for this one, but if a position
happens that opens up for Transportation
Secretary,
maybe you could let them know that Jason
was the first investor in Uber.
And
and I feel like that would make him an
expert in this in this topic. Third or
fourth, I think actually.
I was just going off of Wikipedia. So,
um
so
I changed it today in in anticipation.
Now, unfortunately, Jason's probably
disqualified uh for for the cabinet
because someone is actually even more
woke than me.
This guy loves masks more than Anthony
Fauci. Uh he once
he once tweeted
and I actually want to be very clear
about this. This was in October of 2021.
He once tweeted not to be a narc, but
half the folks are not wearing masks at
the Staples Center right now.
#superspreader
I I added the hashtag, sorry. Um
okay. And uh speaking of COVID, we're
going to bring it home now.
Um
Friedberg,
I know this situation must be very
difficult for you with RFK, you know,
Jr. coming on board.
Everyone knows about preppers building
out bunkers in case of disaster, right?
You you sort of you everybody talks
about these kind of preppers.
Friedberg's bunker looks a little bit
different than everybody else's right
now. You know, usually you want to stock
up on ammo, cans of beans, etc. For
Friedberg, it's
obviously quinoa, but but uh
he has one of every vaccine, tons of
pesticides, and a lifetime supply of
fluoride packed away.
So, we're we're getting ready for
anything that that could come next in
this government. Anyway, in all
seriousness, thanks for this incredible
honor.
Uh
whatever this thing is. I'm at I'm
extremely
extremely optimistic for the path ahead
in America. We have a lot we can get
done. So, excited for that. Let's do it.
Thank you. Have a seat. Join us. Uh give
it up everybody for Aaron Levie. Well
done.
us.
All right.
All right. Come join us. I
All right. Aaron's going to hang out and
do the next couple of awards with us.
I just want to say that Aaron is my
favorite white dude for Harris.
All right. The the official line is beta
male for Harris. That was uh you got you
you got that wrong. I'll let Mark Cuban
know he's number two.
You know you know I just realized I was
the series B investor in both of your
companies. Wow.
You know,
it's incredible that that David Sacks
blew off the the the typical ceiling
that you have being a B2B SaaS founder.
So, this is this is this means we have
something we can now strive for. So,
this is uh this is incredible.
All right. We're going to do another set
of awards here. Let's get this back on
track.
but can we be There was it was pretty
cool though that the literal upcoming
president of America mentioned Yammer in
a tweet. I mean that is
that is that is actually pretty cool.
That was pretty great. Yeah. I was
surprised you didn't get a genie mention
in there. So, it's a deep pull. Let's go
over to our next set of awards. This
first one is best CEO not named Elon
Musk. So, this is our yearly award for
the best CEO named not named Elon Musk.
What do you got, Friedberg? Jensen.
Jensen. An obvious one.
Well, it's not I mean everyone knows the
numbers. What else is there to say?
Okay.
guy has been compounding. And the crazy
thing about compounding is if you zoom
out at the end, everything looks pretty
slow and flat and steady for a while
until the end. And uh he's built so many
advantages into that business and it's
finally paying off. The macro was right,
technology advantage, everything. It's
just extraordinary patience, diligence,
execution. Okay, best CEO not named Elon
Musk. What do you got? Chamath. Dave
Ricks, the CEO of Eli Lilly.
Okay.
Managed to build a billion-dollar
company and is just ripping. Seems
unstoppable. Sacks, who's your best CEO
not named Elon Musk?
Well, I mean Friedberg's right if you
look at the Mag 7, uh Jensen had the
best performance, but since that one was
taken,
the number two actually was Mark
Zuckerberg. You know, he's 5x. Hold on.
He's been sneaky creeping up there. I
mean,
if you look at Facebook's performance or
Meta's performance over the last two
years, it's up 500%.
So, it has done surprisingly well. And I
I will give him credit for back in
August, he wrote a letter basically
apologizing for the censorship that Meta
had done and exposing
the uh the government's role and the
FBI's role in the whole Hunter Biden
cover-up, which he did not have to do at
that point in time. It was not clear
yet. It was not clear yet that Trump was
going to win the election. So, I think
he deserves a little bit of credit for
basically for wanting to do the right
thing on on free speech.
But in all honesty, how long did you
make him wait to meet with Donald Trump
at Mar-a-Lago last week? How long was
the wait? Did you put an extra hour on
the wait? Okay. Did you have a best CEO
not named Elon Musk, Aaron Levie? Uh I'm
actually going to uh steal uh Sacks's um
Zuck um uh for a very different kind of
reason, but uh I think Zuck is our
counter-pressure on the price of AI
right now.
And um I think that uh he he has a way
of monetizing AI that is I mean Google
kind of has a similar thing, but they're
they have a more existential challenge
that I think they're actually doing
relatively well uh kind of dealing with,
but Zuck just to improve ads can give
away AI for the world and and keep
everybody on their toes in terms of
driving down the price. So, I think
that's good for all of us. All right.
Well done. I also had Jensen for obvious
reasons. Let's go with best investor.
Who's your The Nvidia crowd here is
great. Just sponsor the show next year,
guys.
You could be in the VIP. You can afford
it. I don't know why you guys are in
section Z.
Unbelievable. Maybe they're frugal. I
guess Jensen's checking those expense
accounts. Who do you got
as your best investor, Friedberg?
I just gave the best investor to the
best public trade of the year, which was
Druckenmiller when he shorted
Treasuries, told everyone inflation is
not under control yet. We still have a
ways to go. No one was listening. He
shorted Treasuries. We don't know what
the actual ins and outs were, but he has
an incredible ability to be so very
prescient, very public, very like direct
when he has big bets, and be right. Um
even if it is just a trade, I don't know
what net returns are, etc., but man,
that guy just when he when he talks, you
got to listen.
Chamath,
who's the best investor of 2024 in your
mind besides yourself?
I was going to say me, but we know.
Uh I I'd give it to Michael Saylor.
I think that Woah! Bitcoin maxi in the
back.
he's found this incredible he's an
investor. I mean, he's he's the
executive chairman of MicroStrategy, so
he's not really involved in the
day-to-day. He's really running their
Bitcoin position, and he's created this
massively levered long
Bitcoin play.
He's borrowing money at essentially
zero.
It's uh his returns are bananas right
now. What could go wrong?
Uh Sacks,
who is your best investor? Uh I had
Druckenmiller as well for a similar
reason, which is it wasn't just the
Treasury bet, it's the fact that he's
been warning for years that the US
fiscal situation is unsustainable. And
in a way, he's like the investor version
of Doge. He's basically saying, "If we
don't fix this, we're going to have a
huge huge problem."
Aaron, do you have a best investor for
2024 you can share? I think the um
uh I think the solo GP uh kind of
cohort, but uh Nat and and Daniel uh so
Nat Friedman, Daniel Gross are they're
quietly building probably one of the
most powerful AI portfolios um that uh
that that we're going to see kind of
play out. So, they were they were first
in line in this wave, and um and I think
they're uh they're on top of it. Okay,
obviously an LP in the firm. Um and so
I'm going to go with uh Peter I'm just
taking a guess, an educated one. Um best
investor for me was Peter Thiel, but on
two tracks. Obviously, Peter's been in
some of the great companies through
Founders Fund, including SpaceX, but he
also picked Trump, he also picked Vance,
and he also picked Sacks. So, I think
it's undeniable that Peter Thiel is just
a great picker, hands down, one of the
greatest investors, whether it's in
people, politics, uh or businesses. So,
I give it to Peter Thiel. Uh let's do
our best new product best new product of
2024. Aaron, I'm going to start with you
this time. Do you have a best new
product that you launched at Box? Uh we
we do, um but I'll exclude our ourselves
from this, but the um
but I I think the the of voice AI um I'm
most compelled by right now as as sort
of the 2024 kind of you can see the
semblance of actually you know a new
paradigm for for mobile.
We've kind of had the same thing on
mobile for 20 years and
so the ability to actually
you know in a high quality way talk to
your phone have it do something. I think
is you're starting to see signs the
latest version of Gemini is just
incredibly powerful perplexity has very
good work here in chat GPT advanced
voice mode. So I think you're going to
start to see this shape kind of
computing in in the next couple years.
Sacks any new products this year that
captured your imagination? Yeah I think
this is the year that self-driving
finally broke through obviously Tesla's
got full self-driving but also this
Waymo one app people are going wild over
it so I think this is the year that
self-driving broke through and I think
next year is going to get bigger and
bigger. Chamath best new product this
year.
I'll pick the 2024
King's Cashmere collection from Loro
Piana.
It was that was my number two.
Exceptional like a baby's foreskin. Okay
I think um
I just got a message that Loro Piana
made a big drop off at your house okay.
Unbelievable I would just like to say
the best new product of the year is
anything Tom Ford made so I'd like to
pander as well.
What do you got Friedberg? I was I was
with Aaron I think advanced voice AI is
a game-changing new UX it's going to
change computing and it's weird when you
start using it you can have a dialogue
learn something you never thought you
could learn and just ask questions and
engage like you're speaking to your own
personal tutor it's incredible. Okay
well very interestingly we have two
people talking about voice AI and Sacks
I was with you I think this is the year
that self-driving is actually
manifesting across nine different
companies the companies in China there's
six or seven of them actually active as
well as obviously Waymo and FSD 12.x has
been really a major upgrade so I went
with self-driving so
that's our amazing cohort let's give it
up for Mr. Aaron Levie very well.
Thank you.
Here's your chart we had this great
moment of hourly earnings growth going
up so how much people make on average
you're probably wondering why I look so
bored. I mean honestly I want these
[ __ ] to stop blabbering on pass me
the ball and get the [ __ ] out of the
way.
The wine is delicious by the way if only
we could do an episode my way.
Hey everybody welcome to the All-In
podcast for the first time ever I
Chamath
the dictator
am moderating I've replaced the besties
with a couple of special guests. We
literally have three of the world's
greatest minds
and bodies on the show.
First up let me welcome one of Silicon
Valley's most legendary investors.
Chamath
Thanks Chamath. By the way that is a
beautiful sweater.
Okay but let's cut the [ __ ] and let's
get right into the show because honestly
this could be the best episode ever.
You're right Chamath we're going to
start with markets today because we also
have one of the greatest public market
prognosticators in the world what is
going on with the economy.
Chamath Great question Chamath. Well
look I think the US economy honestly is
a tightly coiled spring the future looks
unbelievably bright.
Or we're in a recession. My gosh I
couldn't have said it better myself.
Okay guys let's get into science corner
next we have another brilliant mind on
the show technically incredible a
scientific genius tell us what you've
made Chamath.
Well I'm really excited to hear that my
new company Schmo Schmallow
has come up with a new way to grow
perfect grapes in any weather.
So now every grape
can produce
a 1992 Chateau Latour. What?
That's incredible can I invest a billion
dollars?
Well we're going to have to see about
that Chamath. Wow guys this really is
the best episode ever orgasmic.
Wow.
Wow.
All right we're going to move on.
I would watch that
our second in-person award
that show I want to see that.
Our second in-person award winner of the
night the award for second best Boateng
sister please welcome Alex Boateng.
All right friend of the pod.
Can you guys hear me?
Well good cuz I have some awards to give
out as well.
Oh. Oh no.
Chamath congratulations on the most
likely to think of Elon when making
love.
Do you guys remember when Chamath was
posting thirst traps on Twitter? Imagine
being a billionaire so annoying that you
still need a six-pack to get laid.
Next up please join me in saluting
America's first czar.
All hail Sacks.
Congratulations on no longer being the
least successful of the PayPal mafia.
Ooh that one that one stung.
It's good to see J Cal laughing I'm
surprised you showed your face tonight
after Palmer Lucky annihilated you last
summit.
Congratulations on proving that
ass-kissing can be a career.
This year you win most investments least
exits award. Thank you thank you.
Okay guys this next one is a little bit
spicy.
J Cal gets pegged by the VC industrial
complex and each time he whimpers Uber
as his safe word.
And last but not least David Friedberg
the human equivalent of Soylent.
Chamath likes that. Friedberg definitely
got bullied all his life but lucky for
him being autistic is now trendy.
But hey I got to give credit where it's
due Friedberg thank you for making the
world a better place
for Monsanto shareholders.
Thank you very much everyone I'm Alex
Boateng. Okay thank you Alex Boateng.
All right.
Wow. Um well you know let's do our
congratulations welcome back to the
stage. Thank you for having me. It's
great to see you.
Last time you were here you beat three
of four of us at the same time playing
chess. Two of four. Two of four and
what?
She had a push with one of you at summit
or ran out of time? I blundered the
queen but I won on time.
Okay you won on time.
really give it to myself credit.
Okay um how much have you been thinking
about your defeat by Sacks over the last
six months? Clearly a lot after that
roast. Yes it explains a lot explains
not that you're competitive. You know we
have some
amazing awards to give let's go with our
favorite media favorite media of 2024
did you have a favorite media pick
Sacks? Well it's got to be podcasts and
I don't just mean our own I like pretty
much all I watch these days are just
podcasts you know so I never watch any
network TV
a specific one that comes to mind?
Well if It begins with a T.
If I can only pick one that's not us
there's a podcast called The Duran that
I like a lot on international affairs so
check that one out.
deep pool Tucker's going to be
brokenhearted
Chamath favorite media 2024.
This is
the director's a friend of ours his name
is Francesco Carrozzini. The show is
called Supersex on Netflix.
It is about the life of the Italian porn
star Rocco Siffredi.
It's phenomenal.
It builds there's drama it's about his
life as a kid it's his relationship with
his mom his relationship with his older
brother.
It's really good. Supersex on Netflix.
Okay so Chamath just picked Pornhub for
his favorite media.
Great
deep pool
so to speak Friedberg Dune two.
Come on. It was unbelievable I did not
think that Dune two could beat Dune.
It
black I mean you saw you're a little
Don't act like you're not a nerd on
cinema right now. You can't do that.
Dune two was pretty great pretty
amazing. You know I wanted to come up
with something a little bit more recent
so I went with Day of the Jackal it's a
new show based on the 1970s I just
watched episode eight Nadan and I
watched it before we came up. Good.
Great episode eight have you seen
episode eight?
I watched episode eight yes it's great.
Awesome phenomenal. Uh so I just you
know great poll um
Alex what do you got any favorite media
for 2024?
Hawk Tuah but listen up not what she did
with the meme coin but I've never seen
anybody ride her 15 seconds of stardom
the way she was able to do especially
when it's so hard to become viral across
all platforms nowadays. Yeah, like top
like it was like a top 10 podcast for a
couple weeks, right? Like Yeah, I think
she peaked at number three. Yeah, it is
pretty incredible. Inside story.
The week Hotties happened, we were going
to have her on the pod. Sachs and I were
like, yeah, great poll. We should do it.
And guess who spiked it? Not Chamath.
We could have had Hotties on the pod to
talk about Ukraine, to talk about
Kamala.
I mean, the world needed to know her
take. Let's let's right after imagine
right after that clip comes out. Let's
have a bunch of guys talk to her and be
like, yeah, what do you think and not
look like a bunch of creepers. That
would have been a terrible idea. I still
stand by the strike. Your editorial
instincts remain terrible. Um
Sachs, best startup of the year?
I'm just going to use this to promote my
own thing. Is that okay?
So, Glue. I go Glue, of course.
Fantastic. Chamath, do you have a best
startup of the year?
I'm going to go with Ohalo.
Oh.
Wait a second. I want I want
grapes the size of my balls.
I want strawberries Hold on. I want
strawberries the size of women's boobs.
I want potatoes the size of butt cheeks.
It's going to be fabulous. The world's
going to be incredible. But you have not
None of us
Kidding aside, I do I do think what
Freeberg is doing is bananas.
But true story, none of us have been
able to wet our beaks in Ohalo yet. None
of us except Founders Fund.
No, he offers us a chance to invest
every time a round is closed and a new
valuation is set. Unbelievable. With
friends like this,
Freeberg, would you like to commit at
getting us all in? Say 80 90. And Glue.
I mean, I got it's tied.
But I will say
we've obviously talked a lot about the
thesis behind 80 90. I'm an investor,
you're an investor.
Um but I put Anduril as my winner
because Yeah, friend of the pod, Palmer
Lucky.
I will say like just just just talking
about the collapse of Boeing, the new
administration, and the number of people
that are around Anduril that are also
now the around the administration
creating a merit-based system for
defense spending to kind of upgrade
systems and strategies in defense, it's
inevitable. If you look at what China's
doing, the US is going to have to
respond accordingly. He's like He's like
another one of these crazy people, which
is like, how does he go from building a
VR headset to Well, he also made this
game system called Chromatic.
He's incredible. The guy's a genius. But
I mean, the whole the whole business is
set up with just a great group of
investors. It's perfectly aligned. The
macro is right. I I just think that
that's going to be the next Boeing.
Yeah, it's of the moment. What do you
got, Alex? Do you have a great a great
favorite startup? I like Anthropic cuz I
like Claude a lot.
And also
I'm not going to say OpenAI cuz I don't
know what they're going to do with all
the rumors lately, but I do use ChatGPT
even more. Okay, well done. And I picked
Athena, one of our great investments
this year that has tripled revenue. I'm
very proud of the team over there.
Let's go with biggest flop. Do you have
a biggest flop, Chamath, this year?
Okay, this is going to be a
controversial take.
I think the biggest
flop Not I don't want to say it's a
flop, but I think the biggest
disappointment of this year to me was
OpenAI. I'll tell you why. I think they
are the most at risk
mostly because of things that are out of
their control.
So, number one, I think the quality of
these models
have hit a wall
and it's the folks that own
private information, for example, what
Elon owns through X,
that is going to make the game changer
in the quality of the models. Two,
he's actually
bought now not just the largest Nvidia
cluster, but he's promised to buy
900,000 more. Do you know what happens
when you buy 100,000 and then buy
promise to buy 900,000?
Not only are you at the front of the
line, you consume Nvidia's attention.
And what that means is it's going to be
so hard for everybody else
to get a hold of what they need to
train. I think it's a
a very tricky situation for those guys.
Sachs, you got a biggest flop for the
year? Biggest flop?
My biggest flop was the self-declared
knucklehead Tim Walz Oh. from uh
Minnesota.
Yeah. Freeberg?
Uh Apple Vision Pro.
Apple Vision Pro?
Yeah, I think it's a great start. It
feels like the Apple Newton. It's
definitely going to usher in kind of a
new computing platform, but it's
definitely not primetime ready
as we saw with the sales, but
Alex, did you have a biggest flop for
the year? The Netflix cover of the Jake
Paul Mike Tyson fight. It was their
first
Oh, yeah.
Good call. Good call.
That was a good one, yeah.
Yeah, it was their first foray into live
sports and they just couldn't keep up
with the streaming capabilities and then
they got hit with a $50 million lawsuit.
did you Do you think it was fake?
Do I think it was fake?
I don't think so. I think Mike Tyson
actually needed the money and that's
probably why he fought.
But you think he tried fully? Like he
went I think he tried his best. Yeah. I
I I will Doesn't Doesn't your sister
box?
Doesn't your sister do boxing? My sister
does box, yeah. But tonight she'll be
DJing at the afterparty. She'll be
kicking ass on the ones and the twos.
You know, Friedberg used to DJ in
college. I heard Friedberg used to rave
actually. Is that true? Yes. Friedberg
used to drop the beat.
Yes.
Um my biggest It doesn't get old. I
mean, what do I say?
My biggest flop was Boeing's Starliner
embarrassment. I mean, if you bring
astronauts up to the space station,
you're kind of obligated to get them
back down.
That's true. Yeah. That That's I can't
think of anything worse than that.
That's a great That's a great call
actually. Okay. Thank you, Alex, for
joining us.
Alex Botaz. Well done. Big round of
applause for Alex Friend of the Pod,
Alex Botaz.
Thank you.
All right, we have one more award to do.
Two more awards. Two more awards.
Um All right, here we go.
Uh the biggest sports story and the
moment of the year. Biggest sports
story.
Little sports in here and then the
moment of the year. Chamath, do you have
the biggest
sports story of the year?
Uh I think it's
Bronny James playing with his dad,
LeBron.
Uh I think it was an incredible moment
and I think LeBron deserves it for
everything he's done for the NBA.
All right, well done. Uh what about you,
Sachs? Do you have a best sport I know I
know you're not physically active at
all, but
do
Do you have a sports
Well, I think the the biggest sports
story of the year was the Olympics and
really the memes that came out of the I
didn't really watch the Olympics. I just
saw the memes. Yeah.
That's what I was in it for.
And you know, we had the that trans last
supper. There was the
that sort of that shooter from Turkey,
you know, and uh
the pole vaulter.
The pole vaulter, yeah.
Yeah, Chamath. Yeah. He was moonlighting
as the pole vaulter. That's what I
remember. That's what I remember.
That's what I remember. Pole vaulter was
pretty depressing. Freeberg?
I went with Australian hip hop at the
Olympics. Australian hip hop at the
Olympics?
But I I do think that that that that
moment really kind of showed everyone
how ridiculous things had gotten.
Um and it it was like at least in
certain circles, it felt very resonant
of like a broader set of things that
were happening and everyone was like,
how is this an Olympic sport? How is
this happening? And it made a lot of
people start to question the sanity of a
lot of the institutions around us and
things that were going on. Yeah, and I
too thought the biggest moment in sports
was at the Olympics and just gender in
sports generally as a topic, which we're
going to need to get through as a
society where we have not only uh
transgender individuals, but intersex
folks. We need to work this issue out in
good faith and have a I think a
thoughtful dialogue about it
specifically with the boxing and and
some of the other sports. Uh let's go to
our moment of the year. The moment of
the year. I'll I'll kick it off, Sachs.
I thought the moment of the year for me
was not the assassination attempt at
Trump, obviously, but his reaction to
it. When he got up and he pumped his
fist and he said, "Fight, fight, fight."
I think you got an idea of his character
and that he wasn't going to give up.
Um
and uh thank God that he wasn't um hit
by that bullet. Yeah, 100% I mean, that
was mine, too. 100%. That was like the
the moment of the year, the photo of the
year. That's the image we're always
going to remember. Pretty iconic, yeah.
What do you got for the moment of the
year, Chamath?
March 4th, 16th.
It was a Saturday.
It was the greatest sexual encounter of
my life.
I gave Nat an enormous internal O
all by myself.
Wait, wait.
Okay, so wait. The greatest moment of
the year
was a sexual encounter that you had
with my wife. With your wife.
Really? You know, it's interesting. I
think we all got the tsunami warning
when that happened. It was pretty
It was a shattered the whole Bay Area.
Freeberg, um would you like to also pick
the 17 seconds of your latest sexual
encounter?
It was the Trump assassination attempt.
So, all of we had consensus here of what
the most think iconic moment of the year
was. When it happened, I was sitting
outside having beer with a bunch of
people. I remember there was like 12 of
us and we looked around the table and
everyone was like, he just won the
election.
That was it. It was like in that moment
I knew it felt like that was it. So, it
I think it defined the year.
Okay. So, that concludes
all of the amazing awards we've given.
That is That's That's our awards. Do you
want to do a
I don't know. Maybe end with a little
Christmas message.
for, looking forward hope for the next
for the new year and then we'll kind of
Well, you know, it's always a good time
at the end of the year to reflect um on
the pod, on the community, uh and what
we all experienced this year.
Um
obviously a major eventful year. Looking
into next year, maybe what we learned
this year, having just great
conversations
on the pod and off the pod, in the group
chat, at the summit.
Um any reflections on the year that was,
Chamath, and then maybe some hope for
2025.
I'll I'll just remind everybody that we
are the sum of our family and our
friends.
This year you moved away,
which is really heartbreaking.
One of our really great friends in the
poker game has been struggling with a
bunch of very serious health issues.
Um so, it's just a reminder for me that
um
you know, it just goes by really fast. I
feel really lucky to be around you guys.
I feel really lucky that folks like you
exist. Thank you for listening. Um I
love all of you.
Thank you.
Sacks, would you like to try to channel
emotion as we wrap up the show and
reflect on
feelings that might have come up
inside of
that
Me Sack. Yeah, over there.
Well,
Call him a Me Sack? Yeah.
I mean, to be honest, I was starting to
feel really annoyed with you, J Cal, on
the pod.
I wasn't sure how much longer I could
put up with it,
to be perfectly frank, but But you know,
tonight you kind of remind me why it's
fun to do this. Aw, thank you.
And so, yeah, I'm very happy to be here
tonight and be part of this.
Yeah.
Well, yeah, reflecting on it,
um thank you. I too um
am reminded how um absolutely
insufferable it is to talk about Ukraine
every week, um but that I love you and
spending time with you
uh all three of you is uh and debating
this and learning together and growing
as men.
And maybe trying to help and give back.
You know, there's so many positive
things that come out of a good faith
discussion
and you know, we argue, we fight, we
debate, uh but we always come together
every week and we start it all over
again.
And we're We are cantankerous and we're
perfectionists and we really try to make
this a great product uh and we really
care about the audience. And it's just
so wonderful that we didn't quit. I
remember we had that conversation in the
beginning and Chamath was saying like,
you know, how does this become
successful? And I says, it becomes
successful if we just show up every
week. If we just show up every week,
it's going to work and it's going to be
great and you know, here we are going
into year five and I I'm just so happy
that we didn't quit.
Um
and that we kept going forward.
And I hope that we can all do this in 30
or 40 years in diapers in a nursing home
somewhere in Italy. Uh I hope we do this
for the rest of our lives because it's
been such an incredible joy. And man, I
just love the fact that you all come out
and stop us at airports or take a selfie
and tell us what you think of the show.
Friedberg, any thoughts on uh the year
that was and the pod and you know, this
incredible There were many Sacks uh Many
times when I was going to quit the show
and I think how much I really don't like
J Cal. And then there are times
in the reflections.
There's like a theme.
I'll sit in my bath,
I'll have my feet up, you'll send me a
picture and I'll think to myself,
man, I love J Cal.
Aw.
It's all coming together. And for all
for all the challenges that
each of us have, I'm very grateful for
the moment of being here with you guys.
It's made a huge impact on my life that
I never thought would be the case.
Thank you. I also think we're in an
amazing moment.
Uh United States, certain people in the
United States are really blessed and do
really well. There's a lot of challenges
and a lot of things that need to be
fixed and a lot of people that struggle
a lot. And outside the United States,
there's a lot more people that struggle
a lot. And I'm really help hopeful that
I think I really do believe that
technology drives prosperity and that
technology and um kind of a the ability
for technology to kind of transform
lives around the world can help everyone
and I I'm very hopeful because I I have
not been hopeful in this way in a long
time and I think that over the next year
next couple of years there will be an an
amazing kind of evolution uh that
that'll be unleashed uh in prosperity
that will really make a big impact. So,
I'm super hopeful, super happy, and
super excited. Yeah, that's a great
note, great note. Thank you to the
amazing band tonight.
Very well done. Big round of applause
for the band and the production team.
That's it.
Let's go to founder mode. Come on.
Yeah, let's get some founder mode. Happy
holidays. HAPPY HOLIDAYS, EVERYBODY.
WE'LL SEE YOU AT THE PARTY.
Ask follow-up questions or revisit key timestamps.
The video presents "The Bestie Awards," a year-in-review discussion for 2024, hosted by the All-In podcast team. The hosts cover various categories including business, politics, media, products, and startups, highlighting significant events and figures. Key topics discussed include the transformative, yet sometimes problematic, impact of AI (Nvidia's dominance, OpenAI's internal drama, deepfakes, and Google's Gemini), the continued influence and ventures of Elon Musk, and the evolving political landscape marked by Donald Trump's perceived success, the rise of independent media, a rejection of "woke" policies in traditionally blue areas, and the unexpected prominence of fiscal responsibility as a core issue. Other notable discussions involve the biotech revolution driven by GLP-1 drugs like Ozempic, the impact of figures like Lina Khan, and various cultural moments, including a humorous "Santa Canis" skit and a comedic roast by Alex Boateng. The hosts conclude by reflecting on the podcast's journey, the importance of community, and an optimistic outlook for technology's role in future prosperity.
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