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The All-In Holiday Spectacular

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The All-In Holiday Spectacular

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2024 segments

0:07

And then we're going to do specialty

0:09

drinks up here. We'll still have full

0:10

sponsorship.

0:11

I want one of these.

0:12

Right? Yeah.

0:12

David is obsessed with Paloma. I love

0:14

Paloma.

0:14

Yeah, I'm in the Paloma zone right now.

0:16

I'm a Paloma guy right now.

0:18

It's like the All-In intro music. Yeah,

0:21

which I've done a live arrangement for

0:23

with the brass.

0:38

Now, we're not going to do a year in

0:39

review discussion. Which is great.

0:41

That's

0:41

I think we caught it. Yeah, we're going

0:43

to go right into the awards.

0:45

Well, you're going to go right into

0:46

You're going to go right into Santa

0:47

Claus.

0:48

Doing his bit.

0:49

Yeah. Yeah, yeah. We could do that. It's

0:50

easy.

0:50

That's the Santa Claus change moment.

0:52

That could be the change part, exactly.

0:54

How much time does he need to change?

1:04

Oh,

1:05

WATCH ME.

1:07

SANTA CLAUS. THAT'S GOOD. YEAH.

1:09

I MEAN, IT'S pretty hilarious.

1:12

So, we're really excited to have some

1:13

Bestie Awards to give out tonight. Let's

1:15

get started. Jcal, are you back? Are you

1:16

here? Where are you?

1:17

Oh god, sorry. I was just getting IN

1:18

FOUNDER MODE. WOO! LET'S GO. SATURDAY

1:22

NIGHT, SAN FRANCISCO.

1:44

ALL RIGHT, JCAL, you want to warm us up?

1:48

All right, everybody.

1:49

Let's get loose.

1:51

We know what we do. We have a game plan.

1:53

We've been doing this for 206 episodes.

1:57

We're not changing anything. We are who

1:59

we are. We know what to do.

2:01

Bring back

2:01

bring back science. Sacks. I got the red

2:04

meat for you. And Chamath,

2:07

I need you as obnoxious as you can be

2:08

out there.

2:10

Don't worry about me. I got jokes. I got

2:12

jokes for days.

2:14

We started this in COVID, and we're

2:16

going to finish it on Pennsylvania

2:18

Avenue.

2:19

Now, let's bring it in.

2:22

ONE, TWO, THREE, ALL IN. ALL IN.

2:25

WE GOT THIS.

2:27

LET'S GO.

2:32

AMERICA, 2024. A year of political

2:36

earthquakes, extraordinary market

2:38

events, war, space, and the revelation

2:42

that Diddy is super into baby oil.

2:45

Authorities located more than 1,000

2:47

bottles of baby oil lubricant. It was a

2:50

year so profound,

2:51

to give him that hook, poo, and spit on

2:53

that thing. America was at times at a

2:56

loss for words.

2:59

The

3:03

Like I said, I'm Well put, gentle Joe.

3:08

So, tonight we look back. The All-In

3:11

podcast presents America 2024.

3:15

What in the [ __ ] just happened?

3:19

The story of 2024 starts with AI. The

3:23

revolutionary technology has fueled a

3:25

boom in countless sectors, but mostly

3:28

the legal field.

3:30

Scarlett Johansson's legal team wants

3:32

details on exactly how they were able to

3:34

create that voice that sounds like she

3:36

said so eerily similar.

3:38

No, it sounds just like Of course, it's

3:39

a digitally altered version of ScarJo.

3:42

And they got caught.

3:43

Okay. Cookie jar. And AI also created

3:46

the most remarkable deepfake video ever.

3:50

Welcome. Think about it. They almost

3:53

look like friends. Amazing. Yes, 2024

3:56

proved there's no problem AI can't solve

3:59

and or cause. Google has had to pause

4:02

AI-made images, quote, after race

4:05

inaccuracies. This year, AI helped

4:08

launch the most drool-worthy tech

4:10

product in years,

4:12

a computer chip.

4:17

Yeah, baby.

4:19

DJX has become the essential instrument

4:22

of AI. Never seen anything like this in

4:25

the history of Silicon Valley or

4:27

corporate America. Nvidia is king of the

4:30

AI revolution, and they're so hot,

4:32

they're

4:33

literally too hot.

4:40

The Information reported that the chips

4:42

are overheating in servers. But don't

4:45

worry, there's an elegant solution to

4:47

the problem. I bought myself this

4:49

Hiroshima mask, so I do not have to

4:51

smell the burn on those conductors.

4:54

Problem solved.

4:59

But Nvidia wasn't alone in AI news.

5:02

OpenAI was at the forefront of

5:04

reinventing another crucial industry,

5:07

office drama. Lot of drama involving

5:10

OpenAI. What a mess. What's next? This

5:13

week on General AI Hospital.

5:18

Is Sam Altman's job security in

5:20

jeopardy?

5:21

Whose data was stolen this time?

5:24

What did Ilya see? Why isn't he talking

5:27

about it? And with our special guest,

5:30

will our special guest get her revenge?

5:33

General AI Hospital.

5:35

But Sam Altman never let the drama

5:37

distract him from OpenAI's primary

5:40

mission,

5:41

philanthropy. It's actually really

5:43

important that you're not doing private

5:44

enrichment off philanthropic donations.

5:46

And so, you know, it's it's But isn't

5:49

that what's happened?

5:51

Um

5:52

Um you know, I think that the, you know,

5:54

um

5:56

You know, I think, like I said, sour

5:57

grapes. Well said, Reed. But even if

6:00

OpenAI was a little more like closed AI,

6:04

its humble leader Sam Altman was still

6:06

toiling away humbly for the betterment

6:08

of mankind. You make a lot of money, do

6:10

you? I make no. I'm paid enough for

6:13

health insurance. I have no equity in

6:14

OpenAI. Really? That's interesting. But

6:17

don't think this working-class hero

6:19

doesn't suffer. Did you know that his

6:21

$1.9 million supercar wasn't available

6:24

in candy apple red like he wanted?

6:28

Still, it wouldn't be a year in review

6:30

without mentioning Elon Musk, who

6:32

incidentally we will all be required to

6:34

mention daily in 2025 as bound by

6:36

federal law.

6:40

The world's jumpiest capitalist and the

6:42

new co-leader of the free world showed

6:45

everyone in 2024 that being Elon Musk is

6:48

a pretty [ __ ] sweet gig.

6:52

From soaring in space to delivering

6:54

charity, from business booms to getting

6:57

anointed by Joe Rogan as free speech

7:00

Jesus, from getting hired in politics to

7:02

getting hired to fire people in

7:05

politics, 2024 was a year that couldn't

7:08

shake Elon Musk. Just ask this guy. You

7:10

know, he likes this place. I can't get

7:12

him out of here.

7:13

And it was all prophesied by our own

7:16

David Palpatine. Everything has

7:18

proceeded as I have foreseen. 2024 was a

7:22

banner year in tech, and in how many

7:25

giant names we tricked into coming on

7:27

our podcast. I love that house he has. I

7:29

love David's house. I can't believe I

7:31

get to sit down with one of the most

7:33

famous investors in Uber. It was like

7:35

the hand of God massaging my central

7:37

nervous system. What the flying [ __ ] If

7:41

you have specific questions, I'm happy

7:42

to Did somebody stab you in the back?

7:44

Did you find AGI?

7:45

Oh my god, WHAT HAVE WE DONE INVITING

7:47

these lunatics on the program? Hold on,

7:50

guys. I got to get into founder mode.

7:52

Oh, wow. Founder mode. Deep founder

7:54

mode. I'm going to I'm going to founder.

7:56

I got a founder mode, too. Ah.

7:58

First, Jcal.

7:59

Ah. Okay.

8:04

Speaking of financial highs, 2024

8:07

experienced a wide range of viewpoints

8:09

from the effectiveness of ESG to

8:11

disagreement on new CTA BOI reporting.

8:13

But there was unanimous agreement on one

8:15

key financial issue. Lina Khan has

8:18

become the most aided and feared person

8:20

on Wall Street.

8:21

And Lina Khan is utterly ineffective.

8:23

What Lina Khan has done is just go

8:25

after, quote, bigness, which just means

8:26

stopping these companies from doing

8:28

anything that would make them bigger.

8:30

The only acquisition she couldn't stop,

8:32

Chamath's $5,000 sweater habit. Are you

8:35

Chamath? Strut your stuff. Let's talk

8:37

about the sweaters. This, Jason. Oh,

8:39

really? is the thin summer jacket. Okay.

8:42

Really? Beautiful cashmere. There's a

8:44

sweater.

8:48

[ __ ] YEAH.

8:50

THESE DAYS, the All-In boys and their

8:52

friends are looking slim in their

8:53

cashmere thanks to a new class of

8:56

miracle drugs that stormed the world of

8:58

biotech in 2024. Ozempic. Ozempic.

9:02

Ozempic is a game changer. Injectable

9:04

weight loss drugs are hot. In our poker

9:07

group, like four of the 12 or 13

9:09

regulars are on it. 2025 is looking to

9:12

be the year GLP-1s change the face of

9:14

everything, literally. But we've heard

9:17

that term Ozempic face. First, we had

9:20

Ozempic face, and now we have Ozempic

9:23

butt.

9:26

But if 2024 will be remembered for one

9:29

thing, it will be for shining a light on

9:32

elder abuse. Our 46th president stepped

9:35

aside, introducing the country to a

9:37

fresh new upstart ready to tackle the

9:40

problems of a fractured country. I grew

9:43

up a middle-class kid. I grew up a

9:44

middle-class kid. I grew up a

9:46

middle-class kid.

9:47

I grew up a middle-class kid. President

9:49

Trump, however, wouldn't stand by idly

9:51

and let Kamala torture own campaign.

9:54

They're eating the dogs. The people that

9:56

came in, they're eating the cats. In the

9:59

end, however, it wasn't even close.

10:01

Literally nothing? Literally nothing.

10:03

Literally not one county?

10:07

There was just so much to 2024 that we

10:10

can't cover it all. From Trump nearly

10:12

getting assassinated to Trump nearly

10:14

getting assassinated, from continued

10:17

wars in Europe and the Middle East to

10:18

continued battles on the home front,

10:20

from the cringiest of TikToks to black

10:23

Nazis and an Aussie dance legend. 2024

10:26

was anything but very demure, very

10:29

mindful.

10:31

With 2024 in the rearview mirror, let's

10:34

turn to our outgoing president for some

10:36

sage advice on our collective future.

10:39

But I tell you what, I don't know about

10:40

you, but I'm going to go to bed.

10:44

Let your winners ride. Ladies and

10:47

gentlemen, please join me in welcoming

10:51

your

10:53

bestie.

11:14

What's up?

11:17

Merry Christmas.

11:20

WELCOME TSAR SACKS.

11:22

YOU WEREN'T ALLOWED TO SAY MERRY

11:23

Christmas until about 3 weeks ago. Merry

11:26

Wait, [ __ ] Christmas, everybody.

11:28

Where's

11:29

Happy holidays. Where's Jay Cal?

11:32

Where's Jay Cal?

11:34

Jay Cal? Jay Cal?

11:38

It is I, Santa Canis, here to spread joy

11:44

and stock options and Bitcoins to all

11:47

these fine San Francisco they/thems,

11:50

it's whatevers.

11:52

Ho ho ho.

11:53

Okay, this is starting off horribly, but

11:56

okay.

11:58

Chamath. Ho ho. Santa Canis, where are

12:00

you coming from? Well, you know, uh

12:04

You know they paid money for this,

12:05

right? You could have at least memorized

12:07

your lines.

12:09

It's just too funny. Sometimes the cold

12:11

opens work and sometimes they don't.

12:12

They don't, it's true, it's true. The

12:14

problem is this one this one's supposed

12:16

to go for 8 minutes, so.

12:18

8 minutes? You have stuff in there for 8

12:20

minutes? It's not like you guys are

12:21

going to make this crowd laugh, okay?

12:25

No, it's we moved the North Pole. We

12:28

moved it. Where'd you move it to, Santa

12:30

Canis?

12:30

a problem because, you know, all of

12:32

these elves who've come across the

12:33

border up there, tons of fentanyl, it's

12:36

a disaster, terrible. And just crazy

12:38

inflation up there, so we we moved the

12:41

North Pole down to Austin, Texas.

12:44

Oh, it's it's it's in Austin, Texas now.

12:45

Yeah. Better tax treatment, you know.

12:48

Can you get elves there? You know, it's

12:50

a little bit hard. Some of them have

12:52

come across the border, some of them

12:54

work hard. Other ones, not so much.

12:58

Have you automated? Well, you know,

13:01

it's interesting you say that. Oh Oh, no

13:03

milk and cookies. I'll take some Bitcoin

13:05

if you have any extra. Okay. Thank you

13:08

there, Chamath. Yes, we've done some

13:10

automation. Ho ho ho,

13:12

yes. OH, HERE IT IS, EVERYBODY. You

13:15

know, we have a lot of problems with the

13:19

elves. You know, they've been

13:20

unionizing, Sacks. It's too much

13:22

regulation, but we can get these here

13:25

from 1X, only $1 per hour, BUT WE NEED

13:29

YOU BACK IN SANTA'S LAB, OKAY? You need

13:31

to be building some toys, okay? Now, get

13:34

back to work.

13:37

Yeah, we don't have HR anymore, okay?

13:39

So, what are you doing after?

13:41

Yeah. No, I mean, I got my friends got

13:42

the good K. Okay, we'll talk later.

13:44

Whose robot is this?

13:46

It's Santa's

13:47

robotic elf, right, Sacks? Santa Canis,

13:49

sorry, hold on a second. Hold on. Before

13:52

we continue with this clearly incredible

13:54

bit that you two ding-dongs wrote.

13:57

I was just told to read Can we just say

13:59

a cheers FOR THE NEW TSAR?

14:07

MAZEL TOV, BRO. CONGRATULATIONS.

14:11

That's

14:12

Congratulations there. Congratulations,

14:14

Tsar.

14:18

It's a little hard with the $27 Amazon

14:20

Santa suit. Ho ho ho.

14:23

Well, you know, guys,

14:25

I have the list here

14:26

that you guys were asking about. This is

14:28

the naughty list.

14:29

this bit goes on for like 8 minutes.

14:31

Hold on.

14:32

I've got the naughty and the nice list.

14:34

It's a pretty big list this year. Let's

14:36

take a look. Sam Altman is on the

14:39

naughty list. Very naughty. Two, three,

14:42

four times on the naughty

14:44

list.

14:45

Oh, Jensen also on the top of the list.

14:48

Uh you know, Santa's got a lot of that

14:50

Nvidia, 20 bag or so far.

14:53

Woo. Yes, also some Nvidia employees

14:55

here. They didn't sponsor, though.

14:57

Oh.

14:58

I don't know why he's so cheap.

15:00

Okay, Santa Canis, I think it's time for

15:02

you to go back to Austin. Yeah, well,

15:04

you know, I have to do another podcast.

15:07

Yeah, it's it's got 20 times the ratings

15:09

of All-In. It's called Hot Ones. I don't

15:12

know who the host is, but uh you're

15:15

getting beaten in the ratings by 12

15:16

chicken wings. Congratulations, boy.

15:18

More work for you guys, okay? I'll see

15:21

you next time. All right, bye everybody.

15:36

Okay.

15:37

Well,

15:38

you you have to you have to admire the

15:40

dedication to the bit. Most people would

15:43

given up after about 2 minutes.

15:45

He just kept going with it. He really

15:47

he's really committed. He keeps going,

15:49

yeah.

15:50

It's great. So, just to get you guys

15:53

oriented, thank you all for being here.

15:55

This is going to be awesome.

16:00

We got a great night planned. We got a

16:02

show we're going to walk through the

16:04

Bestie Awards tonight. It's going to be

16:06

super fun.

16:07

And oh, here we go. Here we go. Sorry,

16:08

I'm late. I was in an Uber. I was in an

16:11

Uber. I heard Santa Claus showed up. In

16:12

an Uber. In an Uber.

16:14

Okay. Oh, sorry. Let's do a drinking

16:16

game. The number of times Jay Cal shills

16:19

his companies, we need to drink.

16:23

Jay Cal, introduce the awards as kick

16:25

this off. How's this going to work? Oh,

16:26

okay. So, you guys know we do this

16:28

amazing Bestie Awards. So, we're going

16:31

to do a bunch of Bestie Awards here live

16:33

on stage. And interestingly, this year

16:35

we actually made a Bestie Award. It's

16:38

right next to you, Chamath. Maybe you

16:39

can hold one up. Sacks, go ahead and

16:40

take a look at this.

16:42

Now, this Bestie Award is two men

16:44

embracing

16:46

in a long, awkward hug.

16:50

And many people don't know the

16:52

inspiration for this awkwardness, but

16:54

here it is to remind everybody. There it

16:57

is.

16:58

And that that's actually Chamath and

17:01

David Sacks. David Sacks is actually

17:04

interpreting the hug.

17:06

He actually reciprocated.

17:07

that we were the mold for for this?

17:09

You guys are the mold. It was cast

17:12

out of our body shapes. It's your bo-

17:14

it's

17:15

uh actually accurate down to the uh

17:17

inch. Yes, it's very very accurate. You

17:20

and Sacks uh Sacks, you and uh Chamath

17:23

there hugging. Uh so, the first award

17:26

we're going to do is business. Biggest

17:29

winner,

17:30

biggest loser,

17:32

and biggest surprise. So, Chamath,

17:35

would you like to kick it off

17:37

with your biggest business winner?

17:40

I think the biggest business winner of

17:43

2024

17:45

is

17:47

the business of speech.

17:50

And what I mean by that is I think that

17:53

we have made freedom of speech a very

17:57

successful business model.

18:00

All right, well done. Yeah, it's

18:02

Who's your biggest business winner,

18:03

Sacks? Well, I I wanted to be original,

18:06

but I really couldn't I thought it was

18:07

so obvious this year it has to be Elon

18:09

Musk. Okay, Elon Musk, that's always a

18:12

safe choice. Freeberg, who do you have?

18:14

It's SpaceX, Starlink, Starship. I don't

18:16

know what else Chopsticks.

18:18

comes close. Comes close. What's that?

18:19

Chopsticks. Well, I mean, First neural

18:21

link implants. And SpaceX at like a $350

18:24

billion valuation, like tripling from

18:27

that level in a year, it's insane, never

18:29

been done before. The boundaries just

18:31

don't matter. It's incredible. It is

18:33

incredible. I went with Nvidia just to

18:35

mix it up. Who's your biggest business

18:37

loser, Sacks?

18:39

I said the biggest business loser was

18:41

the legacy media.

18:43

Oh, mainstream media. Okay.

18:46

They they lost the election and

18:48

something like half their ratings, and

18:50

they've been exposed as basically being

18:52

overpaid podcasters.

18:55

Okay.

18:56

I mean,

18:58

But podcasters aspire to be overpaid

19:01

legacy media hosts. Yeah.

19:04

Chamath, who is your biggest business

19:06

loser? Business loser, Intel. From

19:10

the company that basically

19:13

commercialized Moore's Law for the

19:15

advancement of humanity

19:17

to just a totally confused shell of its

19:20

former self.

19:22

Hmm. Who do you got, Freeberg, as your

19:24

biggest business loser?

19:27

Very old business

19:29

has had uh

19:30

kind of mantle place position in the

19:32

United States for decades. That would be

19:34

Boeing, which seemed to unravel this

19:36

year

19:38

with um obviously the debacle with the

19:40

aerospace program, particularly with

19:42

Starliner stranding some astronauts,

19:44

needing to get rescued, and there's a

19:46

lot of turnover happening in the

19:48

organization. It just seems like a mess.

19:49

You know, I I with Apple only because I

19:51

felt the Vision Pro felt flat, the new

19:54

iPhone 16 not very strong, and I feel

19:57

like they're adrift. And Warren Buffett

19:59

sold all his shares in it. I feel like

20:00

the company could do much better.

20:02

That's a good pick.

20:03

their stock's up like 30% this year. I

20:05

think it's a little bit in the middle,

20:07

but I think it's based on potential. I

20:09

think they should be releasing great new

20:10

products, and they aren't. Okay.

20:12

let's go to business surprise. Did you

20:15

have a business surprise over there,

20:16

Saxypoo? I said Palantir was a biggest

20:20

business surprise this year.

20:22

I mean, I thought the company would do

20:24

well, but its stock went up 5x this

20:27

year, from $16 a share to 76.

20:31

Completely counterintuitive, it just the

20:34

market cap of Palantir just passed the

20:36

market cap of Lockheed Martin.

20:39

The amazing counterintuitive thing about

20:41

Palantir was how much time

20:44

they spent with their customers.

20:47

Everybody shat on that idea, and they

20:50

were totally right.

20:52

Totally right.

20:54

Uh so, were they your biggest surprise

20:56

as well? Uh no. My biggest business

21:00

surprise

21:01

uh are GLP-1s.

21:04

I think the number of markets that it

21:07

seems to help.

21:09

This year, it went from weight loss to

21:11

cardiac fitness to depression to drug

21:16

addiction uh alcohol I mean You know,

21:19

they

21:19

It's basically a wonder drug of wonder

21:21

drugs. And also, I think you might be

21:23

interested, they said it can help with

21:25

compulsive gambling as well, Chamath.

21:28

That is why I am not on a GLP-1.

21:32

I don't have a problem.

21:35

Okay, Friedberg, do you have a surprise?

21:36

I was surprised by the return of kind of

21:40

the long tail of crypto.

21:42

Uh it's

21:43

Okay. made it's come roaring back, and

21:46

everything seems to be on fire again. No

21:48

comment from the cryptos are I know, but

21:51

Crypto comeback is your biggest

21:52

surprise.

21:53

Crypto crypto comeback. The long tail

21:54

crypto comeback. I feel like

21:56

Bitcoin was always a different story,

21:58

but the long tail's got a different

22:00

I looked at it, and I I always love

22:02

great products. I picked Google.

22:05

Everybody was talking 2 years ago about

22:07

how Google was falling behind, and 10

22:09

blue links weren't going to work. The

22:11

Gemini app is absolutely fantastic. I've

22:14

been using Gemini app. It's as good or

22:16

better than ChatGPT.

22:17

you do J trade Google shares? I I J

22:20

trade some shares, yes. [ __ ] God damn

22:22

it.

22:22

traded some Google shares.

22:25

Also, Waymo, also delightful. And, you

22:28

know, they had a rough year with some of

22:29

that woke imagery in

22:32

Gemini, but I think they had a great

22:34

rebound.

22:34

Waymo's a really good story. Yeah, I

22:36

think Waymo felt like it's like, what is

22:38

that business a year and a half ago, 2

22:40

years ago? And I don't know if you I've

22:42

been taking Waymos around the city. You

22:44

don't do you come to the city?

22:45

My sister and my brother-in-law are

22:47

visiting this weekend.

22:49

There they are. Hey, how you doing,

22:50

guys?

22:50

And

22:51

they took a Waymo yesterday, and I saw

22:53

the video. And basically, what you have

22:56

is my brother-in-law, who's like totally

22:59

blown away.

23:00

My sister, who's like cautiously

23:02

optimistic. And their two kids, who are

23:05

like pinned to the back in fear. Cuz

23:08

they're like, who is driving this? And

23:10

my And my brother-in-law,

23:11

who's who's Indian, he's like, "Don't

23:13

worry, there are people like us

23:15

somewhere driving this car."

23:20

Okay.

23:21

Let's Let's go to politics, Sax. Here's

23:24

your red meat. I can't imagine who you

23:26

have as your political winner, but I

23:28

know you probably struggled over this

23:29

one. This one's pretty obvious. It's the

23:32

the man who won the White House uh

23:39

He actually he not only won the White

23:40

House, he won the House, he won the

23:42

Senate, he won the popular vote, and he

23:46

overcame a hostile media. He overcame

23:49

two assassination attempts, one that

23:51

missed him by millimeters. So, my

23:54

biggest political winner for the year is

23:56

Donald Trump. Okay, there it is, folks.

23:59

Biggest winner.

24:00

Wow, you just glow when you mention DJT,

24:03

they're just glowing.

24:05

We don't even need to like the stage.

24:06

When we say DJT, it's like a fusion

24:09

reactor. Chamath,

24:12

who is your biggest

24:13

political winner for 2024?

24:16

My biggest And listen to this very

24:18

carefully, folks.

24:20

My biggest political winner of 2024

24:25

is David [ __ ] Sacks.

24:29

Let's go,

24:31

David Sacks! [ __ ] yeah! Nicely done.

24:35

All right.

24:36

Um

24:38

Say more. Say more. Well, I said this

24:43

before, but I'll say it again.

24:46

I I've never seen a team of people

24:48

assembled in any government

24:51

um like this.

24:53

And I really do mean what I say. This is

24:56

really the best of everything that

24:57

happens. A guy that

24:59

has

25:00

emigrated,

25:01

okay?

25:03

A guy that's

25:04

worked his ass off.

25:06

He's done it in many different places,

25:08

in many different ways. He's an amazing

25:10

friend. And he's [ __ ] brilliant.

25:14

And we need brilliant people. Yeah, way

25:16

to go. Did you have a

25:18

political winner there, uh Friedberg? I

25:20

know you don't talk too much about

25:21

politics.

25:22

I went Well, I went with independent

25:23

media. I think that it totally reinvent

25:25

Everyone talks about this, but it had

25:27

such a huge impact in changing the

25:29

narrative, getting new messages out

25:31

there that were being filtered or

25:33

distracted away in other contexts. So, I

25:36

thought that was the biggest winner. And

25:37

everyone's talking about the legacy

25:39

media anchors all leaving and moving to

25:41

independent uh podcasting platforms and

25:44

so on. So, that was the biggest winner,

25:46

I thought. All right. I picked the

25:47

PayPal mafia, yourself included, of

25:49

course, Sax, but Peter Thiel, JD, and

25:52

Elon, obviously.

25:54

The whole group I think really did a

25:56

great thing. Now, whether you are a fan

25:58

of Donald Trump's or not, if you're left

26:01

or right, I feel really great that you

26:04

guys are around Donald Trump, and I feel

26:06

really optimistic and great energy for

26:08

the country. Uh so, the fact that the

26:11

PayPal mafia is there, yourself

26:12

included, Sax, makes me feel really

26:14

great about the next 4 years. And I'm so

26:16

proud uh that you're doing this. And

26:18

it's a great sacrifice for your country.

26:20

You could use these cycles for your own

26:21

benefit, and you're using these cycles

26:23

for the benefit of America and humanity.

26:26

And I think that deserves a big round of

26:28

applause.

26:31

Okay.

26:32

Thank you.

26:33

Well, you know, one thing I'll say is

26:35

Chamath and I uh co-hosted the um the

26:38

dinner for President Trump.

26:40

It was on June 6th of this past year. I

26:43

remember that because it was D-Day. I

26:45

thought that was somehow significant.

26:47

But they asked me if um if I would be

26:50

willing to host a a fundraiser for

26:52

President Trump.

26:54

And I said, "Well, how much do we need

26:55

to raise?"

26:56

And they said, "Well, at a minimum, 5

26:58

million."

27:00

And I didn't I thought maybe that's a

27:02

hard number to raise because there's not

27:03

that many Republicans in San Francisco.

27:05

So, the first call I made was to this

27:07

man, Chamath, and I said, "Would you

27:10

co-host this with me?"

27:12

Because I figured, okay, well, if nobody

27:14

shows up, Chamath and I can just split

27:15

it. And uh

27:20

You dollar cost averaged

27:21

Yeah. your

27:22

fundraiser? That's so bad. You dollar

27:24

cost averaged. So, I knew I knew he

27:27

could pick up the check with me. It was

27:28

uh

27:29

So, in any event, it was a big ask for

27:32

from Chamath because Chamath had never

27:35

supported Republicans before. Obviously,

27:36

I've been a crazy right-winger from way

27:38

back, but Chamath had had only supported

27:41

Democrats, and he said he was in.

27:44

And he decided to co-host it with me.

27:46

And so, based on that, I told him,

27:49

"Okay, we're in. We can do this." And

27:51

then it turns out that more and more

27:53

people wanted to come

27:54

because we showed some conviction. So,

27:56

then we had 8 million committed, then 10

27:59

million committed, then we ended up

28:00

raising 12 million that night.

28:02

13, I thought.

28:02

13 then 13. Well, we got another million

28:05

on top of it. So, we ended up raising 13

28:06

million that night. So, yeah. But it

28:08

wouldn't have happened unless he decided

28:10

to co-host it with me. So, thank you,

28:12

Chamath.

28:13

Um political losers, who do we got?

28:17

I mean, I I know this is a tough one,

28:19

too. I I've already said this, so this

28:21

is going to be repetitive, but it is of

28:24

It's the thing that disappointed me the

28:26

most

28:27

personally. Uh I think the biggest

28:30

political loser was Barack Obama.

28:35

It's the same thing where there were so

28:37

many of us that literally would have

28:38

stood in line for hours to just shake

28:41

his hand.

28:43

I guess I just revered the idea

28:46

of who he was.

28:48

And then

28:50

I just saw a person that was reduced to

28:53

honestly, not telling the truth.

28:56

And doing it repeatedly and repeatedly.

28:59

And it just lost a tremendous amount of

29:02

cachet that I had for him, and the

29:04

sensation that I had of who he was as a

29:06

man.

29:08

Uh who do you got, Friedberg? Biggest

29:10

loser? Uh it's been said. I just went

29:12

with legacy media. And what do you So,

29:14

my biggest political loser was lawfare.

29:18

I thought lawfare was the biggest loser

29:20

because not only did it not work, it

29:22

backfired. It backfired. Remember?

29:26

Yeah, exactly. Um you remember, they

29:28

started the lawfare right when the

29:30

Republican primary started. And I think

29:33

Donald Trump would have won it anyway,

29:34

but once they started these sham trials,

29:37

they tried to bankrupt him, they went

29:39

after his kids, they tried to imprison

29:41

him,

29:42

Republican uh support shot through the

29:44

roof, and he won the primary easily. And

29:46

then they did the same thing in the

29:48

general, and it activated and sort of

29:51

radicalized a lot of people, including

29:52

myself, because it was so un-American to

29:55

try and imprison your political

29:57

opponent. So, I think it massively

29:58

backfired, and of course it wasn't just

30:01

against Trump, it was also against Elon,

30:03

too.

30:04

Well, where did that get him? They

30:05

turned Elon from someone who identified

30:08

formerly as a Democrat or an independent

30:10

to someone who became a Republican. So,

30:13

it was not only Not only did it not

30:15

work, it basically did the had the exact

30:18

opposite effect of what they intended.

30:19

Yeah, I I picked the um

30:21

I picked Biden and the Democratic

30:23

machine as my biggest loser for obvious

30:25

reasons, and as we talked about on the

30:27

pod,

30:29

gosh, it was so obvious that they were

30:30

covering up Biden's cognitive decline.

30:34

And we're all sadly going to be in

30:36

decline at some point in our lives, and

30:38

that should be something where that

30:40

person is supported and not abused in

30:42

the way he was abused. I I felt it was

30:44

elder abuse. We make that as a joke, and

30:46

then not running a speed primary, and

30:48

that's when for me, a left-leaning

30:51

moderate, I I felt like I can't support

30:53

this if you don't actually have a

30:55

primary process, and I think they

30:57

destroyed the party, and it just has to

30:59

be rebuilt from the bottom up. Uh it was

31:01

a disaster, and

31:03

um I'm super disappointed, like many

31:05

people, in their thuggy and criminal

31:08

type behavior. I felt it was really low

31:10

ethics, and um I'm I'm not happy about

31:12

it.

31:15

Okay, let's go political surprises.

31:17

Political surprises, anybody have a

31:19

surprise? Chamath, you look like you got

31:20

one ready to go. My political surprise

31:24

is

31:25

J.D. Vance.

31:28

Um

31:30

I don't think

31:32

if this works out properly, there will

31:34

be

31:35

a Republican party the way that you

31:38

normally knew it. I think it is a MAGA

31:41

party.

31:43

And I think that J.D. Vance

31:45

has the potential to become the

31:48

standard-bearer

31:50

past Trump. So, that baton pass

31:54

I think has the best potential. And what

31:56

I'll tell you about him as a person is

31:58

this is a guy, if you have a chance, he

32:00

will be here a lot, I suspect,

32:02

especially because of David.

32:05

Meet the man,

32:07

understand where he's coming from. This

32:08

is an incredible human being.

32:11

I I really do mean that, folks. And I'm

32:13

like a skeptical kind of gen- generally

32:16

I'm not super effusive about people.

32:18

You're thoughtful about who you would be

32:21

friends with.

32:21

He's an incredible human being. Yeah.

32:23

You got a surprise for us, Friedberg?

32:24

What was your surprise this political

32:26

season 2024? I listened to the episode

32:29

of Pod Save America last week where the

32:32

Democratic leadership that ran the the

32:35

Harris campaign

32:37

uh kind of gave their breakdown on what

32:38

happened.

32:39

And what struck me the most about the

32:41

conversation and the way they talked

32:43

about everything was everything was

32:44

about some democra- demographic

32:47

heuristic. Black males should do this.

32:50

White college-educated females should do

32:52

that. Everything was broken down to this

32:55

like, you are defined by whatever label

32:59

we put on you, and we expect that voting

33:01

block, and we analyze you as a voting

33:03

block as a group, and how you all move

33:05

together.

33:06

And all of that [ __ ] broke down.

33:09

What happened in this election cycle was

33:10

a lot of people voted as independently

33:14

minded people in a way that I think

33:16

broke their brains. They didn't

33:18

understand how and why people were

33:20

starting to think on their own.

33:22

And so,

33:24

I don't think anyone anticipated that

33:26

going into this year. It's certainly

33:27

closely coupled with the rise of

33:29

independent media, but individuals

33:31

taking choice for not just being

33:33

categorized and labeled and bucketed and

33:34

told how to vote and what to think and

33:36

what to do. People stood up and said,

33:38

"I'm going to have my own thoughts on

33:39

stuff." And suddenly all of the models

33:41

broke. That was the biggest surprise,

33:42

and I thought it was like a big sea

33:44

change

33:44

If you base it in the United States.

33:45

Something I think it's a really great

33:46

point you're making.

33:48

One great thing that could come out of

33:49

this is the return to judging people by

33:53

their character, their performance,

33:54

their actions, as opposed to identity

33:57

politics, which is a true dead end in

33:59

our society.

34:00

I think it's really well said,

34:02

Friedberg. Did you have a political

34:03

surprise this year, Sachs? Yeah, I would

34:05

say building on what you guys said, my

34:07

biggest political surprise was that even

34:09

in deep blue cities like San Francisco,

34:13

the voters rejected the woke left in

34:15

favor of more moderate alternatives. So,

34:18

here

34:19

in San Francisco, we got Daniel Lurie as

34:22

mayor.

34:23

Uh he was elected, Dean Preston and

34:25

Aaron Peskin were defeated. We have a

34:27

moderate majority on the board of

34:28

supervisors. In Oakland, the leftist

34:31

mayor and D- DA got recalled. In LA

34:33

County, uh we beat uh George Gascón, who

34:37

was a Soros DA.

34:40

Statewide, uh Prop 36 passed. This is

34:44

the uh proposition to make crime illegal

34:46

again.

34:47

And uh

34:49

And so, even in a deep blue state like

34:51

California, you're seeing a return to uh

34:53

sanity.

34:55

You know, I had a surprise. I was going

34:57

to say podcasts, but when I thought

34:59

about it, it was obvious to us, and I

35:02

think a lot of people that podcasts were

35:03

going to play a big role, and it's clear

35:06

podcasts um played a big role, but I

35:09

want to specifically shout out Friedberg

35:12

and our podcast for bringing up the

35:14

topic two or three years ago of the

35:16

budget deficit and our out-of-control

35:20

spending. And you harped on this,

35:22

Friedberg.

35:23

And

35:25

you know, I I thought the election would

35:28

be a referendum on Trump's behavior in

35:30

the past. I thought it would be a

35:31

referendum on abortion and and a woman's

35:33

right to choose, and I'm not saying

35:35

these aren't important issues,

35:36

but now it's turned out that efficiency

35:38

of our government and our fiscal

35:40

responsibility and what we pass on to

35:42

our children is now the most important

35:45

issue. I want to pause for a second.

35:47

Hallelujah. But

35:49

Yeah, and I think it's a big round of

35:50

applause for Friedberg because I just

35:52

want to pause for a second of how

35:53

unpopular that topic was. We said

35:56

ourselves on the pod, there is no way

35:58

that any politician will ever take this

36:00

up because it's too toxic to talk about

36:03

cutting spending, you'll never get

36:04

elected, etc. And now we're sitting

36:06

here, and I think because of you harping

36:08

on it, us talking about it, Elon caring

36:11

about it, Vivek, who came on the pod,

36:13

and he really got passionate about it.

36:16

Now we have Doge. And one of the

36:18

greatest things that could happen in

36:19

this administration, and I would be very

36:21

proud, you know, of of your contribution

36:23

and the pod's contribution to this, is

36:25

if we can just control our spending so

36:28

we do not

36:30

mortgage our children's future

36:32

disastrously. And And this is the most

36:34

important thing over the next year or

36:35

two. If you don't like Trump and you

36:36

didn't vote for him, you can support

36:38

Doge, you can support Elon, you can

36:41

support having a balanced budget and us

36:44

controlling spending.

36:46

It is an an issue for all Americans,

36:48

truly. All right, this is a hot start.

36:50

We got a hot start. Pass me one of those

36:52

awards there. Here you go. Here we go.

36:54

J Cal's going to invite our first guest

36:57

tonight. Look at this. Wow.

37:00

This is some serious man love. That's me

37:02

and Chamath.

37:04

Should we clean up the naughty and nice

37:05

list, by the way, off the uh Okay.

37:08

ergonomic representation of uh me and

37:10

Chamath hugging it out.

37:12

It's not easy to give a hug like that

37:14

when you're on the spectrum, is it,

37:15

Sachs? Not not easy.

37:17

But you got through it. Um

37:19

so, it's it's a strength for him.

37:21

Tonight, I'm very proud

37:23

to give the award

37:25

for setting the most money on fire in

37:27

pursuit of a failed campaign

37:30

to the one, the only Aaron Levie, friend

37:33

of the pod from Box. Welcome, Aaron

37:35

Levie.

37:43

This is a very very special

37:44

Wow, I got Yeah.

37:48

Okay.

37:49

Uh I have no idea why I said yes to

37:51

this. So, um also, what the hell is this

37:53

thing? Um

37:56

I think this is the closest I'll ever

37:57

get to speaking at the Republican

37:58

National Convention, so um

38:01

So, thank you.

38:02

Good to be here.

38:04

I have a couple I have a couple notes.

38:08

So,

38:10

first of all, why didn't Mark Cuban or

38:11

Vinod Khosla accept this? Why is this

38:13

me? Why I don't I don't understand

38:15

what happened here. Vinod doesn't have a

38:16

sense of humor.

38:17

Okay, okay. So, um

38:20

All right, so yes, uh

38:22

we did waste a little bit of money on

38:23

this campaign, but um but

38:26

it went to the Vegas Sphere. So, did you

38:28

see the Sphere and how well that was the

38:30

the campaign use that money? So,

38:33

I decided to do a little bit of a

38:35

postmortem, so we called the campaign

38:36

and talked to Kamala uh just to you

38:38

know, understand afterwards, you know,

38:39

what the reaction was.

38:41

Her response uh stood out to me,

38:43

actually, pretty profoundly. So, I I

38:44

actually wrote it down. I wanted to make

38:46

sure I got it kind of word for word. She

38:48

She said, and I quote, "I'm in the arena

38:51

trying stuff.

38:53

S-

38:54

Some will work,

38:56

some won't,

38:57

but always learning."

39:00

And you know,

39:01

I I actually felt like that was a really

39:03

good and profound way to to think about

39:06

the campaign.

39:07

So, I left I left a lot better after

39:10

after hearing that. So,

39:13

now I do want to

39:14

congratulate David Sachs. Um

39:17

obviously, on his new role in the

39:18

administration, pretty incredible.

39:20

Uh the the PayPal mafia takeover of the

39:22

government is now complete. So, so good

39:24

work on that.

39:26

Um

39:28

You know, I was getting worried,

39:29

actually. So, so they told me about this

39:30

actually like three or four days ago,

39:32

changed the whole plan, obviously,

39:33

midway. N- Nothing nothing about what is

39:35

going on right now was was the plan.

39:37

Um but I was you know, I had to kind of

39:39

say a couple lines about each person,

39:40

and and so David, I was getting worried

39:42

about because I didn't you know sort of

39:44

I've been worried for David because I

39:45

didn't know what he would do given Trump

39:48

promised to end the war in Ukraine. Like

39:50

what else is David going to talk about?

39:53

So,

39:54

you know I've I've known David's views

39:56

on the the you know the the war in

39:58

Ukraine.

39:59

Um but I actually didn't know that that

40:01

uh it was so serious that you become a

40:02

czar. I mean that's that's pretty

40:05

that's pretty impressive.

40:06

Now, what's cool about David's new role

40:10

leading the Council of Advisors for

40:11

Science and Technology is you can kind

40:13

of think about him as like the IT guy of

40:15

the government now. So,

40:17

so if you have any issues with the DMV

40:19

website, he is

40:21

he's your guy.

40:23

And you also have the benefit of being

40:25

the crypto czar. So, I think if you

40:27

could just let us know at some point in

40:28

the conversation, what do you think the

40:30

price target is on the Hawk 2 coin? Like

40:32

where are we

40:33

where are we headed with this?

40:35

Um now,

40:38

David works in the government, which

40:39

means we have an inside track for some

40:40

of the

40:41

the besties.

40:43

Um which I think it'll be pretty helpful

40:44

for various positions in the in the

40:46

cabinet. Um and I know there's already a

40:48

pick for this one, but if a position

40:50

happens that opens up for Transportation

40:52

Secretary,

40:54

maybe you could let them know that Jason

40:55

was the first investor in Uber.

40:58

And

40:59

and I feel like that would make him an

41:01

expert in this in this topic. Third or

41:03

fourth, I think actually.

41:06

I was just going off of Wikipedia. So,

41:08

um

41:09

so

41:10

I changed it today in in anticipation.

41:13

Now, unfortunately, Jason's probably

41:15

disqualified uh for for the cabinet

41:18

because someone is actually even more

41:19

woke than me.

41:21

This guy loves masks more than Anthony

41:23

Fauci. Uh he once

41:26

he once tweeted

41:29

and I actually want to be very clear

41:30

about this. This was in October of 2021.

41:33

He once tweeted not to be a narc, but

41:36

half the folks are not wearing masks at

41:38

the Staples Center right now.

41:45

#superspreader

41:49

I I added the hashtag, sorry. Um

41:51

okay. And uh speaking of COVID, we're

41:54

going to bring it home now.

41:56

Um

41:57

Friedberg,

41:58

I know this situation must be very

42:00

difficult for you with RFK, you know,

42:03

Jr. coming on board.

42:04

Everyone knows about preppers building

42:06

out bunkers in case of disaster, right?

42:08

You you sort of you everybody talks

42:10

about these kind of preppers.

42:11

Friedberg's bunker looks a little bit

42:12

different than everybody else's right

42:14

now. You know, usually you want to stock

42:15

up on ammo, cans of beans, etc. For

42:18

Friedberg, it's

42:20

obviously quinoa, but but uh

42:22

he has one of every vaccine, tons of

42:24

pesticides, and a lifetime supply of

42:26

fluoride packed away.

42:29

So, we're we're getting ready for

42:30

anything that that could come next in

42:31

this government. Anyway, in all

42:33

seriousness, thanks for this incredible

42:35

honor.

42:36

Uh

42:36

whatever this thing is. I'm at I'm

42:38

extremely

42:40

extremely optimistic for the path ahead

42:42

in America. We have a lot we can get

42:43

done. So, excited for that. Let's do it.

42:45

Thank you. Have a seat. Join us. Uh give

42:47

it up everybody for Aaron Levie. Well

42:49

done.

42:49

us.

42:50

All right.

42:52

All right. Come join us. I

42:54

All right. Aaron's going to hang out and

42:56

do the next couple of awards with us.

42:57

I just want to say that Aaron is my

43:00

favorite white dude for Harris.

43:05

All right. The the official line is beta

43:07

male for Harris. That was uh you got you

43:09

you got that wrong. I'll let Mark Cuban

43:11

know he's number two.

43:14

You know you know I just realized I was

43:16

the series B investor in both of your

43:19

companies. Wow.

43:21

You know,

43:22

it's incredible that that David Sacks

43:23

blew off the the the typical ceiling

43:25

that you have being a B2B SaaS founder.

43:27

So, this is this is this means we have

43:29

something we can now strive for. So,

43:31

this is uh this is incredible.

43:33

All right. We're going to do another set

43:35

of awards here. Let's get this back on

43:37

track.

43:37

but can we be There was it was pretty

43:39

cool though that the literal upcoming

43:42

president of America mentioned Yammer in

43:44

a tweet. I mean that is

43:46

that is that is actually pretty cool.

43:48

That was pretty great. Yeah. I was

43:49

surprised you didn't get a genie mention

43:51

in there. So, it's a deep pull. Let's go

43:53

over to our next set of awards. This

43:55

first one is best CEO not named Elon

43:58

Musk. So, this is our yearly award for

44:00

the best CEO named not named Elon Musk.

44:04

What do you got, Friedberg? Jensen.

44:06

Jensen. An obvious one.

44:08

Well, it's not I mean everyone knows the

44:10

numbers. What else is there to say?

44:12

Okay.

44:12

guy has been compounding. And the crazy

44:14

thing about compounding is if you zoom

44:16

out at the end, everything looks pretty

44:18

slow and flat and steady for a while

44:19

until the end. And uh he's built so many

44:22

advantages into that business and it's

44:23

finally paying off. The macro was right,

44:26

technology advantage, everything. It's

44:28

just extraordinary patience, diligence,

44:30

execution. Okay, best CEO not named Elon

44:33

Musk. What do you got? Chamath. Dave

44:34

Ricks, the CEO of Eli Lilly.

44:37

Okay.

44:37

Managed to build a billion-dollar

44:39

company and is just ripping. Seems

44:42

unstoppable. Sacks, who's your best CEO

44:45

not named Elon Musk?

44:47

Well, I mean Friedberg's right if you

44:48

look at the Mag 7, uh Jensen had the

44:51

best performance, but since that one was

44:53

taken,

44:54

the number two actually was Mark

44:56

Zuckerberg. You know, he's 5x. Hold on.

44:59

He's been sneaky creeping up there. I

45:01

mean,

45:03

if you look at Facebook's performance or

45:04

Meta's performance over the last two

45:05

years, it's up 500%.

45:08

So, it has done surprisingly well. And I

45:11

I will give him credit for back in

45:13

August, he wrote a letter basically

45:17

apologizing for the censorship that Meta

45:19

had done and exposing

45:22

the uh the government's role and the

45:24

FBI's role in the whole Hunter Biden

45:26

cover-up, which he did not have to do at

45:28

that point in time. It was not clear

45:30

yet. It was not clear yet that Trump was

45:32

going to win the election. So, I think

45:33

he deserves a little bit of credit for

45:35

basically for wanting to do the right

45:37

thing on on free speech.

45:39

But in all honesty, how long did you

45:41

make him wait to meet with Donald Trump

45:43

at Mar-a-Lago last week? How long was

45:45

the wait? Did you put an extra hour on

45:47

the wait? Okay. Did you have a best CEO

45:49

not named Elon Musk, Aaron Levie? Uh I'm

45:52

actually going to uh steal uh Sacks's um

45:54

Zuck um uh for a very different kind of

45:57

reason, but uh I think Zuck is our

45:59

counter-pressure on the price of AI

46:00

right now.

46:01

And um I think that uh he he has a way

46:05

of monetizing AI that is I mean Google

46:08

kind of has a similar thing, but they're

46:09

they have a more existential challenge

46:10

that I think they're actually doing

46:11

relatively well uh kind of dealing with,

46:13

but Zuck just to improve ads can give

46:17

away AI for the world and and keep

46:20

everybody on their toes in terms of

46:21

driving down the price. So, I think

46:22

that's good for all of us. All right.

46:23

Well done. I also had Jensen for obvious

46:26

reasons. Let's go with best investor.

46:29

Who's your The Nvidia crowd here is

46:31

great. Just sponsor the show next year,

46:33

guys.

46:35

You could be in the VIP. You can afford

46:37

it. I don't know why you guys are in

46:38

section Z.

46:41

Unbelievable. Maybe they're frugal. I

46:43

guess Jensen's checking those expense

46:44

accounts. Who do you got

46:46

as your best investor, Friedberg?

46:48

I just gave the best investor to the

46:50

best public trade of the year, which was

46:52

Druckenmiller when he shorted

46:53

Treasuries, told everyone inflation is

46:56

not under control yet. We still have a

46:58

ways to go. No one was listening. He

47:00

shorted Treasuries. We don't know what

47:02

the actual ins and outs were, but he has

47:04

an incredible ability to be so very

47:06

prescient, very public, very like direct

47:08

when he has big bets, and be right. Um

47:11

even if it is just a trade, I don't know

47:12

what net returns are, etc., but man,

47:15

that guy just when he when he talks, you

47:17

got to listen.

47:18

Chamath,

47:20

who's the best investor of 2024 in your

47:22

mind besides yourself?

47:26

I was going to say me, but we know.

47:29

Uh I I'd give it to Michael Saylor.

47:32

I think that Woah! Bitcoin maxi in the

47:35

back.

47:37

he's found this incredible he's an

47:39

investor. I mean, he's he's the

47:41

executive chairman of MicroStrategy, so

47:43

he's not really involved in the

47:45

day-to-day. He's really running their

47:46

Bitcoin position, and he's created this

47:49

massively levered long

47:52

Bitcoin play.

47:54

He's borrowing money at essentially

47:57

zero.

47:58

It's uh his returns are bananas right

48:00

now. What could go wrong?

48:02

Uh Sacks,

48:04

who is your best investor? Uh I had

48:06

Druckenmiller as well for a similar

48:08

reason, which is it wasn't just the

48:10

Treasury bet, it's the fact that he's

48:12

been warning for years that the US

48:14

fiscal situation is unsustainable. And

48:16

in a way, he's like the investor version

48:19

of Doge. He's basically saying, "If we

48:21

don't fix this, we're going to have a

48:23

huge huge problem."

48:25

Aaron, do you have a best investor for

48:27

2024 you can share? I think the um

48:30

uh I think the solo GP uh kind of

48:32

cohort, but uh Nat and and Daniel uh so

48:35

Nat Friedman, Daniel Gross are they're

48:38

quietly building probably one of the

48:40

most powerful AI portfolios um that uh

48:43

that that we're going to see kind of

48:44

play out. So, they were they were first

48:46

in line in this wave, and um and I think

48:48

they're uh they're on top of it. Okay,

48:50

obviously an LP in the firm. Um and so

48:53

I'm going to go with uh Peter I'm just

48:55

taking a guess, an educated one. Um best

48:58

investor for me was Peter Thiel, but on

49:01

two tracks. Obviously, Peter's been in

49:03

some of the great companies through

49:04

Founders Fund, including SpaceX, but he

49:07

also picked Trump, he also picked Vance,

49:08

and he also picked Sacks. So, I think

49:11

it's undeniable that Peter Thiel is just

49:13

a great picker, hands down, one of the

49:15

greatest investors, whether it's in

49:16

people, politics, uh or businesses. So,

49:19

I give it to Peter Thiel. Uh let's do

49:22

our best new product best new product of

49:25

2024. Aaron, I'm going to start with you

49:27

this time. Do you have a best new

49:29

product that you launched at Box? Uh we

49:32

we do, um but I'll exclude our ourselves

49:34

from this, but the um

49:36

but I I think the the of voice AI um I'm

49:39

most compelled by right now as as sort

49:41

of the 2024 kind of you can see the

49:44

semblance of actually you know a new

49:46

paradigm for for mobile.

49:48

We've kind of had the same thing on

49:50

mobile for 20 years and

49:52

so the ability to actually

49:54

you know in a high quality way talk to

49:55

your phone have it do something. I think

49:58

is you're starting to see signs the

49:59

latest version of Gemini is just

50:01

incredibly powerful perplexity has very

50:04

good work here in chat GPT advanced

50:06

voice mode. So I think you're going to

50:08

start to see this shape kind of

50:10

computing in in the next couple years.

50:12

Sacks any new products this year that

50:15

captured your imagination? Yeah I think

50:17

this is the year that self-driving

50:19

finally broke through obviously Tesla's

50:21

got full self-driving but also this

50:22

Waymo one app people are going wild over

50:25

it so I think this is the year that

50:27

self-driving broke through and I think

50:29

next year is going to get bigger and

50:30

bigger. Chamath best new product this

50:32

year.

50:33

I'll pick the 2024

50:36

King's Cashmere collection from Loro

50:38

Piana.

50:40

It was that was my number two.

50:42

Exceptional like a baby's foreskin. Okay

50:45

I think um

50:47

I just got a message that Loro Piana

50:49

made a big drop off at your house okay.

50:53

Unbelievable I would just like to say

50:54

the best new product of the year is

50:56

anything Tom Ford made so I'd like to

50:58

pander as well.

50:59

What do you got Friedberg? I was I was

51:01

with Aaron I think advanced voice AI is

51:04

a game-changing new UX it's going to

51:07

change computing and it's weird when you

51:10

start using it you can have a dialogue

51:13

learn something you never thought you

51:14

could learn and just ask questions and

51:16

engage like you're speaking to your own

51:18

personal tutor it's incredible. Okay

51:20

well very interestingly we have two

51:22

people talking about voice AI and Sacks

51:24

I was with you I think this is the year

51:26

that self-driving is actually

51:27

manifesting across nine different

51:29

companies the companies in China there's

51:31

six or seven of them actually active as

51:34

well as obviously Waymo and FSD 12.x has

51:38

been really a major upgrade so I went

51:41

with self-driving so

51:42

that's our amazing cohort let's give it

51:45

up for Mr. Aaron Levie very well.

51:48

Thank you.

52:12

Here's your chart we had this great

52:13

moment of hourly earnings growth going

52:16

up so how much people make on average

52:18

you're probably wondering why I look so

52:19

bored. I mean honestly I want these

52:22

[ __ ] to stop blabbering on pass me

52:24

the ball and get the [ __ ] out of the

52:25

way.

52:26

The wine is delicious by the way if only

52:30

we could do an episode my way.

52:34

Hey everybody welcome to the All-In

52:36

podcast for the first time ever I

52:40

Chamath

52:41

the dictator

52:42

am moderating I've replaced the besties

52:44

with a couple of special guests. We

52:46

literally have three of the world's

52:48

greatest minds

52:51

and bodies on the show.

52:53

First up let me welcome one of Silicon

52:55

Valley's most legendary investors.

52:58

Chamath

52:59

Thanks Chamath. By the way that is a

53:01

beautiful sweater.

53:03

Okay but let's cut the [ __ ] and let's

53:05

get right into the show because honestly

53:06

this could be the best episode ever.

53:08

You're right Chamath we're going to

53:09

start with markets today because we also

53:11

have one of the greatest public market

53:14

prognosticators in the world what is

53:16

going on with the economy.

53:18

Chamath Great question Chamath. Well

53:20

look I think the US economy honestly is

53:23

a tightly coiled spring the future looks

53:26

unbelievably bright.

53:27

Or we're in a recession. My gosh I

53:29

couldn't have said it better myself.

53:31

Okay guys let's get into science corner

53:33

next we have another brilliant mind on

53:36

the show technically incredible a

53:38

scientific genius tell us what you've

53:41

made Chamath.

53:43

Well I'm really excited to hear that my

53:45

new company Schmo Schmallow

53:47

has come up with a new way to grow

53:51

perfect grapes in any weather.

53:55

So now every grape

53:57

can produce

53:59

a 1992 Chateau Latour. What?

54:02

That's incredible can I invest a billion

54:03

dollars?

54:04

Well we're going to have to see about

54:05

that Chamath. Wow guys this really is

54:08

the best episode ever orgasmic.

54:16

Wow.

54:17

Wow.

54:18

All right we're going to move on.

54:21

I would watch that

54:23

our second in-person award

54:25

that show I want to see that.

54:27

Our second in-person award winner of the

54:29

night the award for second best Boateng

54:33

sister please welcome Alex Boateng.

54:36

All right friend of the pod.

54:48

Can you guys hear me?

54:50

Well good cuz I have some awards to give

54:52

out as well.

54:53

Oh. Oh no.

54:55

Chamath congratulations on the most

54:59

likely to think of Elon when making

55:01

love.

55:04

Do you guys remember when Chamath was

55:06

posting thirst traps on Twitter? Imagine

55:09

being a billionaire so annoying that you

55:12

still need a six-pack to get laid.

55:18

Next up please join me in saluting

55:21

America's first czar.

55:24

All hail Sacks.

55:28

Congratulations on no longer being the

55:30

least successful of the PayPal mafia.

55:35

Ooh that one that one stung.

55:39

It's good to see J Cal laughing I'm

55:42

surprised you showed your face tonight

55:43

after Palmer Lucky annihilated you last

55:45

summit.

55:49

Congratulations on proving that

55:51

ass-kissing can be a career.

55:53

This year you win most investments least

55:56

exits award. Thank you thank you.

56:01

Okay guys this next one is a little bit

56:03

spicy.

56:04

J Cal gets pegged by the VC industrial

56:07

complex and each time he whimpers Uber

56:11

as his safe word.

56:14

And last but not least David Friedberg

56:18

the human equivalent of Soylent.

56:24

Chamath likes that. Friedberg definitely

56:27

got bullied all his life but lucky for

56:29

him being autistic is now trendy.

56:33

But hey I got to give credit where it's

56:36

due Friedberg thank you for making the

56:38

world a better place

56:40

for Monsanto shareholders.

56:44

Thank you very much everyone I'm Alex

56:46

Boateng. Okay thank you Alex Boateng.

56:52

All right.

56:54

Wow. Um well you know let's do our

56:56

congratulations welcome back to the

56:58

stage. Thank you for having me. It's

57:00

great to see you.

57:01

Last time you were here you beat three

57:02

of four of us at the same time playing

57:05

chess. Two of four. Two of four and

57:08

what?

57:09

She had a push with one of you at summit

57:11

or ran out of time? I blundered the

57:12

queen but I won on time.

57:13

Okay you won on time.

57:14

really give it to myself credit.

57:15

Okay um how much have you been thinking

57:17

about your defeat by Sacks over the last

57:20

six months? Clearly a lot after that

57:22

roast. Yes it explains a lot explains

57:25

not that you're competitive. You know we

57:27

have some

57:28

amazing awards to give let's go with our

57:30

favorite media favorite media of 2024

57:33

did you have a favorite media pick

57:34

Sacks? Well it's got to be podcasts and

57:37

I don't just mean our own I like pretty

57:39

much all I watch these days are just

57:40

podcasts you know so I never watch any

57:43

network TV

57:44

a specific one that comes to mind?

57:48

Well if It begins with a T.

57:51

If I can only pick one that's not us

57:54

there's a podcast called The Duran that

57:56

I like a lot on international affairs so

57:59

check that one out.

58:01

deep pool Tucker's going to be

58:02

brokenhearted

58:03

Chamath favorite media 2024.

58:06

This is

58:07

the director's a friend of ours his name

58:09

is Francesco Carrozzini. The show is

58:11

called Supersex on Netflix.

58:15

It is about the life of the Italian porn

58:17

star Rocco Siffredi.

58:19

It's phenomenal.

58:22

It builds there's drama it's about his

58:24

life as a kid it's his relationship with

58:27

his mom his relationship with his older

58:29

brother.

58:30

It's really good. Supersex on Netflix.

58:34

Okay so Chamath just picked Pornhub for

58:38

his favorite media.

58:40

Great

58:41

deep pool

58:43

so to speak Friedberg Dune two.

58:47

Come on. It was unbelievable I did not

58:49

think that Dune two could beat Dune.

58:52

It

58:53

black I mean you saw you're a little

58:55

Don't act like you're not a nerd on

58:57

cinema right now. You can't do that.

58:59

Dune two was pretty great pretty

59:01

amazing. You know I wanted to come up

59:02

with something a little bit more recent

59:04

so I went with Day of the Jackal it's a

59:06

new show based on the 1970s I just

59:09

watched episode eight Nadan and I

59:11

watched it before we came up. Good.

59:13

Great episode eight have you seen

59:14

episode eight?

59:15

I watched episode eight yes it's great.

59:17

Awesome phenomenal. Uh so I just you

59:19

know great poll um

59:21

Alex what do you got any favorite media

59:23

for 2024?

59:25

Hawk Tuah but listen up not what she did

59:28

with the meme coin but I've never seen

59:30

anybody ride her 15 seconds of stardom

59:33

the way she was able to do especially

59:35

when it's so hard to become viral across

59:38

all platforms nowadays. Yeah, like top

59:40

like it was like a top 10 podcast for a

59:42

couple weeks, right? Like Yeah, I think

59:44

she peaked at number three. Yeah, it is

59:46

pretty incredible. Inside story.

59:49

The week Hotties happened, we were going

59:51

to have her on the pod. Sachs and I were

59:53

like, yeah, great poll. We should do it.

59:55

And guess who spiked it? Not Chamath.

60:00

We could have had Hotties on the pod to

60:02

talk about Ukraine, to talk about

60:04

Kamala.

60:06

I mean, the world needed to know her

60:08

take. Let's let's right after imagine

60:10

right after that clip comes out. Let's

60:12

have a bunch of guys talk to her and be

60:15

like, yeah, what do you think and not

60:16

look like a bunch of creepers. That

60:18

would have been a terrible idea. I still

60:21

stand by the strike. Your editorial

60:23

instincts remain terrible. Um

60:26

Sachs, best startup of the year?

60:29

I'm just going to use this to promote my

60:31

own thing. Is that okay?

60:32

So, Glue. I go Glue, of course.

60:35

Fantastic. Chamath, do you have a best

60:36

startup of the year?

60:38

I'm going to go with Ohalo.

60:40

Oh.

60:41

Wait a second. I want I want

60:44

grapes the size of my balls.

60:47

I want strawberries Hold on. I want

60:50

strawberries the size of women's boobs.

60:53

I want potatoes the size of butt cheeks.

60:56

It's going to be fabulous. The world's

60:57

going to be incredible. But you have not

60:59

None of us

61:00

Kidding aside, I do I do think what

61:01

Freeberg is doing is bananas.

61:03

But true story, none of us have been

61:06

able to wet our beaks in Ohalo yet. None

61:08

of us except Founders Fund.

61:09

No, he offers us a chance to invest

61:11

every time a round is closed and a new

61:13

valuation is set. Unbelievable. With

61:15

friends like this,

61:17

Freeberg, would you like to commit at

61:18

getting us all in? Say 80 90. And Glue.

61:20

I mean, I got it's tied.

61:23

But I will say

61:24

we've obviously talked a lot about the

61:26

thesis behind 80 90. I'm an investor,

61:28

you're an investor.

61:29

Um but I put Anduril as my winner

61:32

because Yeah, friend of the pod, Palmer

61:34

Lucky.

61:35

I will say like just just just talking

61:36

about the collapse of Boeing, the new

61:38

administration, and the number of people

61:40

that are around Anduril that are also

61:42

now the around the administration

61:43

creating a merit-based system for

61:45

defense spending to kind of upgrade

61:47

systems and strategies in defense, it's

61:49

inevitable. If you look at what China's

61:51

doing, the US is going to have to

61:52

respond accordingly. He's like He's like

61:54

another one of these crazy people, which

61:56

is like, how does he go from building a

61:57

VR headset to Well, he also made this

62:00

game system called Chromatic.

62:01

He's incredible. The guy's a genius. But

62:03

I mean, the whole the whole business is

62:05

set up with just a great group of

62:07

investors. It's perfectly aligned. The

62:08

macro is right. I I just think that

62:10

that's going to be the next Boeing.

62:11

Yeah, it's of the moment. What do you

62:13

got, Alex? Do you have a great a great

62:15

favorite startup? I like Anthropic cuz I

62:17

like Claude a lot.

62:19

And also

62:20

I'm not going to say OpenAI cuz I don't

62:22

know what they're going to do with all

62:24

the rumors lately, but I do use ChatGPT

62:26

even more. Okay, well done. And I picked

62:28

Athena, one of our great investments

62:30

this year that has tripled revenue. I'm

62:32

very proud of the team over there.

62:34

Let's go with biggest flop. Do you have

62:37

a biggest flop, Chamath, this year?

62:40

Okay, this is going to be a

62:41

controversial take.

62:43

I think the biggest

62:46

flop Not I don't want to say it's a

62:48

flop, but I think the biggest

62:50

disappointment of this year to me was

62:53

OpenAI. I'll tell you why. I think they

62:55

are the most at risk

62:58

mostly because of things that are out of

63:00

their control.

63:02

So, number one, I think the quality of

63:05

these models

63:06

have hit a wall

63:08

and it's the folks that own

63:11

private information, for example, what

63:14

Elon owns through X,

63:16

that is going to make the game changer

63:18

in the quality of the models. Two,

63:22

he's actually

63:23

bought now not just the largest Nvidia

63:26

cluster, but he's promised to buy

63:28

900,000 more. Do you know what happens

63:30

when you buy 100,000 and then buy

63:32

promise to buy 900,000?

63:34

Not only are you at the front of the

63:35

line, you consume Nvidia's attention.

63:40

And what that means is it's going to be

63:41

so hard for everybody else

63:44

to get a hold of what they need to

63:46

train. I think it's a

63:49

a very tricky situation for those guys.

63:51

Sachs, you got a biggest flop for the

63:54

year? Biggest flop?

63:56

My biggest flop was the self-declared

63:59

knucklehead Tim Walz Oh. from uh

64:03

Minnesota.

64:04

Yeah. Freeberg?

64:07

Uh Apple Vision Pro.

64:08

Apple Vision Pro?

64:09

Yeah, I think it's a great start. It

64:11

feels like the Apple Newton. It's

64:12

definitely going to usher in kind of a

64:14

new computing platform, but it's

64:16

definitely not primetime ready

64:18

as we saw with the sales, but

64:19

Alex, did you have a biggest flop for

64:21

the year? The Netflix cover of the Jake

64:23

Paul Mike Tyson fight. It was their

64:25

first

64:26

Oh, yeah.

64:27

Good call. Good call.

64:27

That was a good one, yeah.

64:28

Yeah, it was their first foray into live

64:30

sports and they just couldn't keep up

64:32

with the streaming capabilities and then

64:33

they got hit with a $50 million lawsuit.

64:36

did you Do you think it was fake?

64:38

Do I think it was fake?

64:41

I don't think so. I think Mike Tyson

64:43

actually needed the money and that's

64:44

probably why he fought.

64:46

But you think he tried fully? Like he

64:48

went I think he tried his best. Yeah. I

64:51

I I will Doesn't Doesn't your sister

64:52

box?

64:54

Doesn't your sister do boxing? My sister

64:55

does box, yeah. But tonight she'll be

64:57

DJing at the afterparty. She'll be

64:59

kicking ass on the ones and the twos.

65:03

You know, Friedberg used to DJ in

65:05

college. I heard Friedberg used to rave

65:07

actually. Is that true? Yes. Friedberg

65:10

used to drop the beat.

65:13

Yes.

65:15

Um my biggest It doesn't get old. I

65:17

mean, what do I say?

65:19

My biggest flop was Boeing's Starliner

65:21

embarrassment. I mean, if you bring

65:23

astronauts up to the space station,

65:25

you're kind of obligated to get them

65:26

back down.

65:27

That's true. Yeah. That That's I can't

65:29

think of anything worse than that.

65:31

That's a great That's a great call

65:33

actually. Okay. Thank you, Alex, for

65:35

joining us.

65:35

Alex Botaz. Well done. Big round of

65:38

applause for Alex Friend of the Pod,

65:39

Alex Botaz.

65:41

Thank you.

65:51

All right, we have one more award to do.

65:53

Two more awards. Two more awards.

65:55

Um All right, here we go.

65:57

Uh the biggest sports story and the

66:00

moment of the year. Biggest sports

66:02

story.

66:03

Little sports in here and then the

66:05

moment of the year. Chamath, do you have

66:07

the biggest

66:09

sports story of the year?

66:10

Uh I think it's

66:13

Bronny James playing with his dad,

66:16

LeBron.

66:17

Uh I think it was an incredible moment

66:19

and I think LeBron deserves it for

66:21

everything he's done for the NBA.

66:23

All right, well done. Uh what about you,

66:25

Sachs? Do you have a best sport I know I

66:28

know you're not physically active at

66:29

all, but

66:30

do

66:32

Do you have a sports

66:33

Well, I think the the biggest sports

66:35

story of the year was the Olympics and

66:37

really the memes that came out of the I

66:39

didn't really watch the Olympics. I just

66:40

saw the memes. Yeah.

66:42

That's what I was in it for.

66:43

And you know, we had the that trans last

66:46

supper. There was the

66:48

that sort of that shooter from Turkey,

66:50

you know, and uh

66:52

the pole vaulter.

66:54

The pole vaulter, yeah.

66:56

Yeah, Chamath. Yeah. He was moonlighting

66:58

as the pole vaulter. That's what I

67:00

remember. That's what I remember.

67:01

That's what I remember. Pole vaulter was

67:03

pretty depressing. Freeberg?

67:06

I went with Australian hip hop at the

67:08

Olympics. Australian hip hop at the

67:10

Olympics?

67:11

But I I do think that that that that

67:13

moment really kind of showed everyone

67:16

how ridiculous things had gotten.

67:19

Um and it it was like at least in

67:22

certain circles, it felt very resonant

67:24

of like a broader set of things that

67:26

were happening and everyone was like,

67:27

how is this an Olympic sport? How is

67:30

this happening? And it made a lot of

67:32

people start to question the sanity of a

67:34

lot of the institutions around us and

67:36

things that were going on. Yeah, and I

67:37

too thought the biggest moment in sports

67:39

was at the Olympics and just gender in

67:41

sports generally as a topic, which we're

67:43

going to need to get through as a

67:44

society where we have not only uh

67:48

transgender individuals, but intersex

67:50

folks. We need to work this issue out in

67:52

good faith and have a I think a

67:53

thoughtful dialogue about it

67:55

specifically with the boxing and and

67:56

some of the other sports. Uh let's go to

67:58

our moment of the year. The moment of

68:01

the year. I'll I'll kick it off, Sachs.

68:03

I thought the moment of the year for me

68:05

was not the assassination attempt at

68:08

Trump, obviously, but his reaction to

68:10

it. When he got up and he pumped his

68:12

fist and he said, "Fight, fight, fight."

68:15

I think you got an idea of his character

68:17

and that he wasn't going to give up.

68:19

Um

68:20

and uh thank God that he wasn't um hit

68:23

by that bullet. Yeah, 100% I mean, that

68:25

was mine, too. 100%. That was like the

68:28

the moment of the year, the photo of the

68:29

year. That's the image we're always

68:31

going to remember. Pretty iconic, yeah.

68:33

What do you got for the moment of the

68:35

year, Chamath?

68:38

March 4th, 16th.

68:41

It was a Saturday.

68:43

It was the greatest sexual encounter of

68:45

my life.

68:47

I gave Nat an enormous internal O

68:50

all by myself.

68:52

Wait, wait.

68:58

Okay, so wait. The greatest moment of

68:59

the year

69:01

was a sexual encounter that you had

69:05

with my wife. With your wife.

69:08

Really? You know, it's interesting. I

69:09

think we all got the tsunami warning

69:11

when that happened. It was pretty

69:14

It was a shattered the whole Bay Area.

69:16

Freeberg, um would you like to also pick

69:19

the 17 seconds of your latest sexual

69:22

encounter?

69:27

It was the Trump assassination attempt.

69:31

So, all of we had consensus here of what

69:34

the most think iconic moment of the year

69:36

was. When it happened, I was sitting

69:38

outside having beer with a bunch of

69:40

people. I remember there was like 12 of

69:42

us and we looked around the table and

69:44

everyone was like, he just won the

69:45

election.

69:46

That was it. It was like in that moment

69:48

I knew it felt like that was it. So, it

69:51

I think it defined the year.

69:54

Okay. So, that concludes

69:58

all of the amazing awards we've given.

70:00

That is That's That's our awards. Do you

70:02

want to do a

70:03

I don't know. Maybe end with a little

70:05

Christmas message.

70:06

for, looking forward hope for the next

70:07

for the new year and then we'll kind of

70:09

Well, you know, it's always a good time

70:10

at the end of the year to reflect um on

70:13

the pod, on the community, uh and what

70:16

we all experienced this year.

70:18

Um

70:19

obviously a major eventful year. Looking

70:22

into next year, maybe what we learned

70:24

this year, having just great

70:26

conversations

70:28

on the pod and off the pod, in the group

70:30

chat, at the summit.

70:33

Um any reflections on the year that was,

70:35

Chamath, and then maybe some hope for

70:38

2025.

70:41

I'll I'll just remind everybody that we

70:43

are the sum of our family and our

70:46

friends.

70:47

This year you moved away,

70:49

which is really heartbreaking.

70:53

One of our really great friends in the

70:55

poker game has been struggling with a

70:59

bunch of very serious health issues.

71:02

Um so, it's just a reminder for me that

71:05

um

71:07

you know, it just goes by really fast. I

71:09

feel really lucky to be around you guys.

71:11

I feel really lucky that folks like you

71:15

exist. Thank you for listening. Um I

71:18

love all of you.

71:20

Thank you.

71:23

Sacks, would you like to try to channel

71:25

emotion as we wrap up the show and

71:29

reflect on

71:30

feelings that might have come up

71:33

inside of

71:36

that

71:38

Me Sack. Yeah, over there.

71:40

Well,

71:41

Call him a Me Sack? Yeah.

71:42

I mean, to be honest, I was starting to

71:44

feel really annoyed with you, J Cal, on

71:46

the pod.

71:48

I wasn't sure how much longer I could

71:49

put up with it,

71:51

to be perfectly frank, but But you know,

71:54

tonight you kind of remind me why it's

71:56

fun to do this. Aw, thank you.

71:58

And so, yeah, I'm very happy to be here

72:00

tonight and be part of this.

72:02

Yeah.

72:02

Well, yeah, reflecting on it,

72:04

um thank you. I too um

72:07

am reminded how um absolutely

72:11

insufferable it is to talk about Ukraine

72:13

every week, um but that I love you and

72:16

spending time with you

72:18

uh all three of you is uh and debating

72:21

this and learning together and growing

72:24

as men.

72:25

And maybe trying to help and give back.

72:28

You know, there's so many positive

72:30

things that come out of a good faith

72:31

discussion

72:32

and you know, we argue, we fight, we

72:36

debate, uh but we always come together

72:38

every week and we start it all over

72:40

again.

72:41

And we're We are cantankerous and we're

72:44

perfectionists and we really try to make

72:46

this a great product uh and we really

72:48

care about the audience. And it's just

72:50

so wonderful that we didn't quit. I

72:53

remember we had that conversation in the

72:55

beginning and Chamath was saying like,

72:57

you know, how does this become

72:58

successful? And I says, it becomes

72:59

successful if we just show up every

73:01

week. If we just show up every week,

73:03

it's going to work and it's going to be

73:05

great and you know, here we are going

73:07

into year five and I I'm just so happy

73:09

that we didn't quit.

73:11

Um

73:13

and that we kept going forward.

73:14

And I hope that we can all do this in 30

73:16

or 40 years in diapers in a nursing home

73:19

somewhere in Italy. Uh I hope we do this

73:22

for the rest of our lives because it's

73:23

been such an incredible joy. And man, I

73:26

just love the fact that you all come out

73:27

and stop us at airports or take a selfie

73:31

and tell us what you think of the show.

73:32

Friedberg, any thoughts on uh the year

73:35

that was and the pod and you know, this

73:38

incredible There were many Sacks uh Many

73:41

times when I was going to quit the show

73:43

and I think how much I really don't like

73:44

J Cal. And then there are times

73:47

in the reflections.

73:49

There's like a theme.

73:50

I'll sit in my bath,

73:52

I'll have my feet up, you'll send me a

73:53

picture and I'll think to myself,

73:55

man, I love J Cal.

73:56

Aw.

73:58

It's all coming together. And for all

73:59

for all the challenges that

74:01

each of us have, I'm very grateful for

74:04

the moment of being here with you guys.

74:06

It's made a huge impact on my life that

74:07

I never thought would be the case.

74:09

Thank you. I also think we're in an

74:12

amazing moment.

74:13

Uh United States, certain people in the

74:16

United States are really blessed and do

74:17

really well. There's a lot of challenges

74:19

and a lot of things that need to be

74:21

fixed and a lot of people that struggle

74:22

a lot. And outside the United States,

74:24

there's a lot more people that struggle

74:25

a lot. And I'm really help hopeful that

74:29

I think I really do believe that

74:30

technology drives prosperity and that

74:33

technology and um kind of a the ability

74:37

for technology to kind of transform

74:38

lives around the world can help everyone

74:41

and I I'm very hopeful because I I have

74:43

not been hopeful in this way in a long

74:44

time and I think that over the next year

74:46

next couple of years there will be an an

74:49

amazing kind of evolution uh that

74:51

that'll be unleashed uh in prosperity

74:53

that will really make a big impact. So,

74:55

I'm super hopeful, super happy, and

74:57

super excited. Yeah, that's a great

74:59

note, great note. Thank you to the

75:01

amazing band tonight.

75:03

Very well done. Big round of applause

75:05

for the band and the production team.

75:07

That's it.

75:08

Let's go to founder mode. Come on.

75:09

Yeah, let's get some founder mode. Happy

75:11

holidays. HAPPY HOLIDAYS, EVERYBODY.

75:13

WE'LL SEE YOU AT THE PARTY.

Interactive Summary

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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