All-In - Home (original) (raw)
[ 1/4/2025 ]
In this episode, Gavin Baker from Atreides Management joins the discussion as the group kicks off with a recap of their ski trip. Political predictions for 2025 are explored, along with Chamath's insights on progressivism and the influence of money in politics. The conversation shifts to business, with predictions for the biggest winners and losers in 2025, debates on stablecoin regulation, and updates on valuations and TV deals in pro sports. The episode delves into autonomous drones, industry consolidation, and the impact of AI on employment. The hosts share their most contrarian beliefs and predictions for assets, consumer decision-making, and anticipated trends. The episode concludes with speculation on federal debt, UFOs, and extraterrestrial life.
[ 12/25/2024 ]
The episode begins with a lively discussion on specialty drinks and an introduction to the NESKY Awards. The conversation transitions to recent AI developments, highlighting NVIDIA's role in the AI revolution and updates from OpenAI. A financial review is interspersed with comedic elements, providing a light-hearted take on current economic trends. The NESKY Awards take center stage, with categories covering business and political winners and losers, humorous acknowledgments of financial missteps, and standout CEOs and investors. The awards continue with new products, startups, flops, and notable moments in media and sports. The episode wraps up with reflections on technology and global prosperity, gratitude to the team, and warm holiday wishes.
[ 12/20/2024 ]
In this episode, Aaron Levie joins as the new fifth bestie, and allin.com is launched. The discussion covers AI regulation, the Biden administration's proposals, crypto regulation, stablecoins, and payment systems. The hosts critique the omnibus spending bill, government inefficiencies, and consider spending cuts, referencing Elon Musk. Biden's cognitive state and bill review improvements are also discussed. A conspiracy corner delves into drone sightings over New Jersey. The episode shifts to OpenAI, AI market competition, and AI commoditization's impact on software development. It concludes with insights into AI advancements, Google's AI strategy, and warm holiday wishes.