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theallinpod

@rvbdmxpdsrzbej

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theallinpod pfp
theallinpod
@rvbdmxpdsrzbej
E203: trump wins! the besties break down how it happened and what's next (0:00) bestie intros! (4:55) sacks recaps election night at mar-a-lago (8:28) how trump won, why kamala and the democratic party lost (25:55) the failing democratic coalition, campaign spend disparity, https://t.co/C9mDPikbEP
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theallinpod
@rvbdmxpdsrzbej
happy friday besties! episode 202: the last one before the election (0:00) bestie intros! (4:50) us real gdp growth comes in at 2.8%, but there are underlying issues (28:26) $goog earnings: youtube and cloud post huge quarters, would they have survived outside of google? https://t.co/lCtDLKm5PA
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theallinpod
@rvbdmxpdsrzbej
friday night drop: E201 is LIVE! markets turn trump, long rates spike, election home stretch, influencer mania, saving starbucks (0:00) bestie intros! (3:49) besties are hosting the all-in holiday spectacular in SF on dec 7th! tickets: https://t.co/PLO9kCMujJ (9:08) macro and https://t.co/bousp6JJ7Q
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theallinpod
@rvbdmxpdsrzbej
we're growing our team at all-in! check out our open roles here: https://t.co/31tE0ev6d8
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theallinpod
@rvbdmxpdsrzbej
E200 is LIVE! thank you besties for taking the ride with us! we got a banger for you: -- dueling presidential interviews -- robotaxi event -- spacex catch -- $UBER / $EXPE rumors -- the nuclear vibe shift + nimby vs nuke debate ++ more! (0:00) bestie intros (2:01) polls https://t.co/kXfXiEnCeQ
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theallinpod
@rvbdmxpdsrzbej
E199: besties are back with a banger! hurricane fallout, alphafold, google breakup, vc giveback, jayter's ball, election update & more! (0:00) bestie intros! (3:18) the science behind hurricanes helene and milton (14:59) the economics of intensifying natural disasters https://t.co/G9p3k7U76j
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theallinpod
@rvbdmxpdsrzbej
the final talk from @allinsummit: @adyen co-ceo ingo uytdehaage (0:00) the besties welcome ingo! (1:56) laying out the case for @adyen > @stripe (6:37) building and scaling a tech company in europe (11:43) thoughts on stablecoins, financial deplatforming, expanding into india https://t.co/gVjzWKdT4Q
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theallinpod
@rvbdmxpdsrzbej
flying cars have arrived! ... and we interviewed three leaders in the space check out the eVTOL panel from @allinsummit, featuring: -- archer's @adamgoldstein13 -- joby's @joeben -- wisk's @BrianYutko (0:00) @friedberg intros the panel! (0:20) @jobyaviation intro (2:01) https://t.co/AYvoms28w9
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theallinpod
@rvbdmxpdsrzbej
special treat for science corner fans! @friedberg sat down with eli lilly ceo dave ricks for a great interview on: -- global obesity epidemic -- discovering glp-1s -- lilly's nvidia-like stock performance -- glp-1 pushback -- scaling culture -- what new science he's excited https://t.co/zRM7WnSSQY
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theallinpod
@rvbdmxpdsrzbej
EARLY DROP! buckle up besties... we've got *two hours* with @mcuban for you! -- kamala vs trump -- why he sold a majority of his @dallasmavs position -- cost plus drugs -- relationship w/ @elonmusk -- @openai's new fundraise -- national debt -- crypto regulation -- middle https://t.co/dGumsgD4hh
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theallinpod
@rvbdmxpdsrzbej
.@altos_labs is working on the fountain of youth so juan carlos izpisua belmonte joined to discuss the magnitude of his research! all-in summit presents... the science corner of all science corners: (0:00) introducing juan carlos of altos labs (0:47) understanding the recent https://t.co/cPCzEDcX4i
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theallinpod
@rvbdmxpdsrzbej
.@geckorobotics ceo @jakeloosy joins the besties at the all-in summit! 🤖🔥 (0:00) introducing jake (2:04) jake breaks down the business of gecko robotics (18:54) the besties join jake on stage (20:42) explaining the sales cycle at gecko (23:08) the crippling infrastructure https://t.co/4tMGREczKG
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theallinpod
@rvbdmxpdsrzbej
E197! happy friday besties! (0:00) bestie intros: in memoriam (6:43) @openai's $150b valuation: bull and bear cases (24:46) will ai hurt or help saas incumbents? (40:41) implications from openai's for-profit conversion (49:57) $meta's impressive new ar glasses: is this the https://t.co/PrE8Sl9iGU
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theallinpod
@rvbdmxpdsrzbej
next up from @allinsummit: @nasa astronaut woody hoburg! (@astro_woody) (0:00) woody explains what it's like to go to space! (10:26) woody and @friedberg demonstrate how far the moon is from earth (13:51) artemis timelines, going back to the moon after decades, how astronaut https://t.co/4J2xozdHRz
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theallinpod
@rvbdmxpdsrzbej
arizona senator @kyrstensinema live at the all-in summit! (0:00) the besties welcome @senatorsinema (0:54) thoughts on @jdvance, the importance of bipartisanship, civil disagreements, and independent thinking (6:21) political pressure and growing toxicity in dc, senator https://t.co/5H7kdKCbuR
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theallinpod
@rvbdmxpdsrzbej
next up from @allinsummit: @paloaltontwks ceo @nikesharora! (0:00) the besties welcome nikesh (2:56) how to build great businesses, lessons from his time at google (6:30) lessons from working with masa at softbank, risk tolerance (11:51) scaling $PANW, handicapping https://t.co/FAkCO8dr8y
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theallinpod
@rvbdmxpdsrzbej
RATE CUTS ARE BACK, AND SO ARE THE BESTIES E196 is LIVE on @X! (0:00) bestie intros + @allinsummit recap (6:50) fed cuts 50 bps: economic tailwind, scary signal, or both? (17:35) ai is coming for call centers; how agent training works (33:41) US government wasting $50B for https://t.co/7fiVT1VuuL
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theallinpod
@rvbdmxpdsrzbej
another amazing discussion from the all-in summit: @bariweiss joins the besties! 🔥 (0:00) the besties welcome bari (2:19) defining the polarizing forces in american society (5:11) how institutions like the @nytimes were captured by radicals, giving up the heroin needle of https://t.co/yrFCy2YK8u
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theallinpod
@rvbdmxpdsrzbej
autonomous robotaxis are going to change the world waymo's fleet is already doing 100K+ paid rides per week so, the besties had to hear from @waymo co-ceo @techtekedra at the all-in summit! 🔥 (0:00) the besties welcome tekedra (1:43) joining @waymo, breaking down their https://t.co/6rb9Tc4dMO
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theallinpod
@rvbdmxpdsrzbej
the all-in interview is back! amazing conversation with @stoolpresidente (0:00) @friedberg and @chamath intro dave! (1:38) leaving new york, how the 2016 chernin deal came about (6:42) @barstoolsports explosive growth, how dave evaluates talent (12:03) breaking down the https://t.co/Ha8z3AlvzB
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