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All-In with Chamath, Jason, Sacks & Friedberg

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.27.1K Ratings

🗓️ 25 August 2023

⏱️ 113 minutes

🧾️ Download transcript

Summary

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!

(2:58) All-In Tequila update

(10:04) Nvidia smashes earnings, GPU market outlook

(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market

(49:51) Sacks on current investable metrics right now in VC

(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions

(1:39:46) Vivek's comments on the Climate Agenda

(1:47:07) Prigozhin crash

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/friedberg/status/1694506279954526487

https://twitter.com/DavidSacks/status/1693441068036169785

https://twitter.com/chamath/status/1693524941721731189

https://www.wine.com/product/21-seeds-tequila-trio/633617

https://www.villadeste.com

https://www.google.com/finance/quote/NVDA:NASDAQ

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024

https://companiesmarketcap.com

https://twitter.com/chamath/status/1694457666289225776

https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month

https://prospect.org/features/great-telecom-implosion

https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california

https://twitter.com/OpenAI/status/1694062483462594959

https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates

https://twitter.com/nathanbenaich/status/1694073194351648932

https://commoncrawl.org/about/team

https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html

https://twitter.com/twistartups/status/1694399138194952363

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm

https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation

https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval

https://www.stonealgo.com

https://youtu.be/f51Yd9h9ZXo

https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi

https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html

https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll

Transcript

Click on a timestamp to play from that location

0:00.0

Sultan of science, what's going on? Are you still riding high after your big NASA zoom interview, your space station zoom interview?

0:06.2

That was really fun. Shout out to Woody Hoburg from the International Space Station, astronaut, Cal alumni.

0:13.2

Woody listens to the pod on the ISS while he works out. The astronauts work out. He said two hours and 15 minutes every day to, you know,

0:22.3

obviously your body can after if you got to work out a lot. He's like, when he's working out, he listens to old episodes of the

0:26.4

y'all in pod. A buddy of his put him on to it. He's become a big fan. Right on. Shout out to Woody. Yeah, I got a DM from NASA astronauts. I thought it was like some sort of scam or something.

0:36.3

I clicked on it because I follow NASA astronauts. They DM me and I'm like, obviously, this astronaut wants to chat. That's so crazy. I look the guy up,

0:44.3

seemed legit. He's following me on Twitter. So we did a zoom call yesterday. I put it on Twitter. The call I did with him is really fun.

0:53.0

Honestly, like a thrill for me. An amazing individual. This guy got his PhD at Cal in computer science.

1:01.2

Did a thesis on convex optimization, applied to aerospace engineering, became a professor at MIT for three years,

1:07.8

and applied to the astronaut program and got in. Fast forward.

1:12.6

2023 in March, he is the pilot of the crew six mission, the SpaceX crew six mission to the ISS.

1:18.8

And he's been on the ISS since March. And he's coming back in a couple of days. An incredible individual. Amazing story.

1:25.4

It was super fun to chat with them. I don't think I've ever seen you smile or be more excited about anything.

1:31.4

You look absolutely ecstatic. Oh, it was amazing. Did he have any comments on Uranus? Any thoughts on Uranus or no?

1:40.9

We didn't get there. You didn't get to Uranus? Check out you blew that. Let's try that again.

1:44.4

You want to try again. Let me try this. Freeberg. So did he talk about going to the moon?

1:49.6

Yeah, he's actually on the Artemis mission. And what about Uranus?

1:54.3

Well done. We didn't get that far. We didn't get that far.

1:58.4

It was the first day. It was only 20 minutes, guys. It was the first day and 20 minutes.

2:02.0

Did he go for Uranus? Hey, I hear that we're trying to actually land on the south side of the moon.

2:10.3

That's right. The dark side of the moon.

2:11.4

Yeah, so he's actually on the moon. So would he have an opinion on the dark side of the moon

...

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