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All-In with Chamath, Jason, Sacks & Friedberg

Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith Rabois

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

🗓️ 13 December 2024

⏱️ 88 minutes

🧾️ Download transcript

Summary

(0:00) The Besties welcome Keith Rabois!

(4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin

(13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion

(25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more

(43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing

(54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline

(1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Keith:

https://x.com/rabois

Follow on X:

https://x.com/theallinpod

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.tiktok.com/@frankielapenna/video/7010077215576575238

https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk

https://blog.google/technology/research/google-willow-quantum-chip

https://www.nature.com/articles/s41586-024-08449-y

https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit

https://quantumai.google/roadmap

https://en.wikipedia.org/wiki/Hartmut_Neven

https://en.wikipedia.org/wiki/Double-slit_experiment

https://www.discovery.com/science/Double-Slit-Experiment

https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat

https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo

https://x.com/rabois/status/870673635375104000

https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656

https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html

https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235

https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d

https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor

https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html

https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html

https://www.ben-evans.com/benedictevans/2021/6/15/antitrust

https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade

Transcript

Click on a timestamp to play from that location

0:00.0

All right, everybody, welcome back to the number one podcast in the world, the All In Podcasts, with me again today.

0:06.3

Jamath Polyhapitia, your chairman dictator. How are you doing, brother? How are you feeling?

0:12.0

Doing great. Fresh off the holiday spectacular. Well, good times. And then getting ready for a little ski.

0:19.2

You and I will be doing a little skiing together with Friedberg.

0:21.7

That would be quite nice.

0:23.0

I have to say, Freedberg, I don't think you've skied with me and Jason.

0:26.3

Jason is an excellent skier.

0:28.0

I mean, I've heard.

0:29.3

His form is beautiful.

0:29.9

Have I skied with you, Jason?

0:31.1

I don't think I have.

0:31.8

His brother is excellent, too.

0:33.4

They're both like... Josh, the Black Bomber is good, yeah. Yeah. Shout out to Josh, the Black Bomber. It's going to be fun.

0:38.3

He's got those hits.

0:39.3

He's got, he's got skiing hips.

0:40.3

They kind of shift left right, left right, right.

0:42.3

Yeah, childbearing.

0:43.3

You know, it's kind of like when I went to the time.

0:45.3

The hips are wider than the shoulders.

0:46.3

Yeah. when I went to Tom Ford to get my suit. I'll do that in just a second. But with us again, of course,

0:54.4

you're cackling Sultan of Science.

0:56.6

Freiburg,

...

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