E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

(0:00) Bestie intros are back!
(6:35) Reflecting on the first 100 episodes and what makes the show special
(29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more
(53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario
(1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks
Follow the besties:
/ chamath
linktr.ee/calacanis
/ davidsacks
/ friedberg
Follow the pod:
/ theallinpod
linktr.ee/allinpodcast
Intro Music Credit:
rb.gy/tppkzl
/ yung_spielburg
Intro Video Credit:
/ thezacheffect
Referenced in the show:
www.businessinsider.com/leake...
www.cnbc.com/2022/10/12/amazo...
www.wsj.com/articles/venture-...
www.nytimes.com/live/2022/10/...
www.nytimes.com/2022/10/12/op...
#allin #tech #news

[@coffeebull]

You guys Missed the reason your podcast is Special/Unique. Most people are not rich and powerful... so it's amazing that we get to see how you guys think, how you guys live, and hear your Wisdom gained from experiences and accomplishments. We see friendships and comedy everywhere so that's not the draw. We NEVER get to see behind the scenes in the life of the super accomplished and that is what blows us away. You guys are not normal every day people and so it's like a Goldmine for us to see into your world.

[@jamesdeininger3759]

This is my reason why I watch as well. Very few opportunities to see billionaires in an open forum every week just shooting the shit

[@ronparida4168]

💯

[@merchforthebesties]

👍

[@satioOeinas]

Exactly what I was thinking as well.

[@MultiVuyo]

This is exactly why

[@drewfriestedt1832]

Sacks.... no breaks. The show needs your point of view.

[@tony18mo]

I probably would stop watching if Sacks is gone.

[@tk2x]

One week off to finish the business blogs and then back in the chair

[@jollyneuron]

Sacks, before taking a break, please do some brainstorming first if you can substantially reduce the podcast's overall load on you. Your rants are required!

[@trajandeathimus2165]

@@MsQ275 chamath had kids from his first marriage, i think it’s sacks talking sense into him

[@fireballfpv1207]

@@tony18mo Same. Sacks has his finger on the pulse of society and what's coming like no one else.

[@ravindersyal6613]

Thanks to you all for doing this, it will be remembered for Jason's intro, David's nerdiness, Chamath's precision and Sach's depth. love you all, my week wouldn't be same without you all.

[@Mg-ht8xb]

It's 'the view we all needed

[@lighthousesaunders7242]

"David's erudition"

[@user-zb6lg1xj3k]

*precision and inaccuracy

[@paganfaerie5589]

what he said 😍

[@robertdepesci3418]

Jason is just known for his intro. Damn lol

[@fordphotostudio]

I feel like I’ve made four new friends who are rich as hell and way smarter than me…thank you besties we love you!

[@TTTTyme]

Give yourself more credit brother. The fact that you watch this regularly says a lot about your intelligence.

[@eddyf4426]

@@TTTTyme What a nice thing to say..really; there are kind people on the internet!

[@fordphotostudio]

@@TTTTyme Thank you and your'e absolutely right! To the next 100 🥂

[@BarnabasLawson]

It’s great to be able to sit and listen to a conversation with 4 guys who have had a lot of success in business, agree with you that’s it great to become a silent bestie as a member of the audience. Love the wisdom and different perspectives. The leverage, discussion about 1. Labour, 2. Capital (fund manager) 3. Technology Also the forward thinking about how the best and most likely outcome is a negotiated settlement with Ukrainian. Have a great week

[@taylxnfn3218]

Please Sacks do not leave the podcast - love you as a quartet !! Best podcast ever ! Congrats on reaching the milestone of 100 episodes you are a force for good ! Love from France

[@motivogolf2574]

Don't take a break Sacks! Congrats on the first 100 episodes!

[@stevec3932]

You guys are legitimate thought leaders and influencers. Like it or not. Thank you for taking the time and bringing a huge dose of COMMON SENSE to our world’s conversation.

[@stephanieharris7767]

“As long as you’re actively developing Yourself, over time, the weighing machine will do its job.” Friedburg - profound wisdom for someone with ambition

[@modernexistence4206]

Facts. I've seen this occur in my own life also. The lag time is enormous though, with respect to reality aligned recognition, but the bull run is exponential and immediate.

[@normzthezoundman4209]

J Cal is such a great spirit. You can feel so much positive energy from him. We need more humans like him

[@TickerSymbolYOU]

I've only been watching since Ep 70 or so, but this is THE ONLY podcast where I stop what I'm doing and listen as soon as it comes out. Thanks for 100 great eps and here's to 1000 more!

[@Winnsauce]

Friedberg at 46:35 is the reason I listen to this show every week. Such incredible advice

[@niccolo4884]

Incredible indeed. Self Equity!

[@sedakensearch]

Pure Gold

[@ScottRyanATL]

Don't leave, Sacks! Your opinion might be heterodox in California, but it is majority where I am. Keep up the great work!

[@samarths]

You guys are right. I came here because the intellectual honesty is so refreshing.

[@samarths]

When I initially saw a clip of jason disagreeing with chamath online about the camps in china .. i didn't like jason.. thinking he's like every other left liberal.. But then I saw the pod.. start to end.. now I really like all of you.. because you guys are all always honest.. and that's very respectable and makes it very easy to disagree and still like and respect you as a person. Sincerely, thank you guys.

[@paganfaerie5589]

@@samarths How refreshing is it to watch and listen to intelligent people who are intellectually honest, exploring different opinions in different ways?! Also: Hey Friedburg, any biotech companies working on cloning y'all for more All-In Podcasts - I would stream 24/7.

[@lankale2009]

Im not poor. Im not rich either, but through this podcast i have learned that wealth is relative, knowledge is needed, friendship is life, experience is substantive and politics shouldnt matter. Thank you guys. Im glad i found you and im rocking through the end. I used to hate all conservatives and youve taught me how to listen to them and "softly dislike" with love instead. Haha. Jk. Love you guys

[@BoltUp7000]

Between the All-In Podcast and @Invest_Awnsers daily update I've learned so much.

[@jacksonbennett84]

Gents. If you see this please take it as constructive not criticism. Be very careful about making the pod center around monetary decisions. JRE is what it is because its authentic and he happens to make money while doing it. This pod is no different in that respect but I can see slow shifts in that direction and it will certainly destroy what you've created. Congrats on the 100th

[@chickenfishhybrid44]

It's important for everyone to realize that it is possible for people to have many different poltical ideas and still be decent humans.

[@angelseas9041]

David is my favorite!!! Please don’t take too much time off!!! You are the voice that makes most sense for me and so many others!!!!

[@sunidollfun]

The steel man aspect and honesty (and friendly disagreements) are so refreshing to see/hear. Thank you for your many different points of views.

[@barbarosozturk]

Congratulations on the 100th episode, besties. It's been amazing to see the production quality & the conversations improve over time.

[@mcc6424]

that actually might have been best episode. pods really firing. you guys nailed the reasons it works and sacks don’t leave. i appreciate you

[@davidderidder2667]

Sacks, just be yourself, forget your blogs, do this. Champion this multi-Quad-Core-Podcast.

[@davidderidder2667]

Excellent how you guys called out the conflicts of interests of talking heads of the MIC - Military Industrial Complex! I am with you 100%. It is utterly reckless how the global political elite is going about the geopolitical situation and raising the risk of armageddon. Rising inflation and higher Fed rates as a deterrent to war, great point Chamath!

[@jimpayne9545]

"They suffer from the worst kind of cancer, which is a lack of belief in themselves." That encapsulation of Twitter trolls was absolutely brilliant and spot on. I enjoy every episode of this podcast, and every member of it contributes greatly. Congratulations on 100 episodes, and I'm sure I'm far from the only one hoping for hundreds more!

[@sebfox2194]

I heard that the worst kind of cancer was pancreatic, as the survival rates are really low.

[@chardonnayboger214]

Chamath nailed it!!! Sachs is legend. And how he handles every episode is pure class.

[@J3envenuto]

I love the playful intros and thoughtful in depth open & honest conversation from multiple respectful angles. I respect you all.

[@bernadettesj]

Thank you, Besties! Congrats on your 100th episode! Here is to the next 100!

[@evilfox936]

Thank you all for putting all the time it takes to make this pod possible, appreciate it and I know many others do as well.

[@yolandaaserweh60]

Congrats Besties!!! I have been here since episode 1. In Ghana we say you guys are the real "Rich Uncles". Rich does not only refer to money. ❤❤❤

[@Kelvin-gc4mt]

Hey Yolanda, I’m also listening from Ghana. The pod is a blessing. I grow 1% smarter after every single episode.

[@yolandaaserweh60]

@@Kelvin-gc4mt Could't agree more Kelvin!

[@vajiha14]

One of my favourite podcasts! Big fan of your friendship, candor, courage to share what you're really thinking, and most of all the authenticity.

[@bridgetdangella257]

Thank you for talking about the uncomfortable, unpopular and relevant “left out” subjects that are kept from us by the mainstream media!

[@CanuckThor]

Sacs, no break please!!!! We can't miss you.

[@claesronnenberg5829]

I love this show - so happy it kept going and I hope it will for years to come ❤❤❤🙏🏻😊 So educational and useful

[@milanneopaney6679]

Listening to all in podcast has become my morning routine for sometime now. Honestly, intellectual honestry is what we are missing in main stream media. I appreciate how you guys take a situation analyze it and come up with a logical explanation for it. It takes lot more than just a knowledge, I would like to salute your courage. Thank you for your time.

[@isabellaramaci537]

David Sacks you are the reason I listen to the pod, I find it empowering the fearless and logic way you are able to express your opinions.

[@annmorris6732]

I’m so glad that my son suggested this podcast to me. I had stopped watching ‘news’ in June 2020 and this pod offers such a wealth of perspective and viewpoint which mainstream media has not been able to deliver. My early reference points were Walter Chronkite’s of the world. Today, the mainstream ‘reader’ is more about what they’re wearing etc. and the ‘show’ interrupted by the occasional pharmaceutical commercial. All In podcast not only provides the surface layer but the depth and discussion from a global, historical, financial, and sociological perspective. I am definitively engaged and seek to read more about what I’ve heard. Thank you so much, Ann

[@bojinliu]

Jcal’s Intro 🔥🔥🔥 Love Sacks - such passion as always

[@TheJoshGalt]

Congratulations on the 100th episode! It is a great accomplishment!!

[@jenniferworthington8848]

Love the show! Congrats on being able to keep the band together to get to 💯. Cheers to 100 more!

[@LostGirl415]

Congratulations on your 100th! You guys are honestly my favorite group to watch and listen to weekly. Keep it going! My favorite part of your show ithe friendship and willingness to discuss through the tough topics with humor and intellectual reasoning. Thank you!

[@knisaci14]

That time of the week again. The weekend kicks off with this podcast for me. Thanks guys for another amazing episode.

[@ericmetts2289]

Please get Peter Zeihan on the podcast to give David Sachs a lesson on geopolitics and history. Little does David know that it's actually his view and proposals that will lead to greater conflict.

[@tatianamyleiko6838]

People surveyed in Crimea support Russia because Russia has displaced large amounts of the local population and replaced them with imported Russians

[@qwertyuiop3656]

You guys are ACTUAL "Financial Guru's". Anyone interested in money or success are putting themselves at a huge disadvantage if they're not tuning into your podcast every week

[@nancyking5263]

High energy on this one💥💫 Congratulations on 100! Intro was awesome. Thanks guys for sharing your friendship with us💕

[@jfltech]

What I like about the show is you have business men giving their views on topics that could go against the mainstream view and potentially harm their own investments and businesses that isn't scripted.. you cannot find this on legacy media

[@justinpfortier]

I listen on Spotify but had to stop by here to 🎉 with y’all. Well done besties. Cheers to your good health and 100 more.

[@kuzienzara7422]

I just wanted to thank you all for doing this podcast. I really appreciate, how you look at the information as a whole and break it down, rather than sound bites. We all come from different walks of life and experiences, our adaptations have provided some of us success and others of us, lessons. All in podcast is a well rounded show and in this world we need that. Correlations must not be looked at as facts but what they are.

[@MoChopdat]

The value you guys provide is incomparable. To be in what feels like a "virtual" room with people of your calibre every week would never of been possible 10 years ago. Thank You!!!! 🎉

[@tony18mo]

I upvoted every David's tweet to show support. Not many has the courage to go against the propaganda nowadays.

[@wol4306]

Sacks is completely right about Crimea

[@pw7225]

Sacks being right on anything to do with Ukraine would be a miracle. He has been wrong on this since the start.

[@wol4306]

@@pw7225 Sacks is right on Ukraine

[@pw7225]

@@wol4306 Nope. He is not. His recent tweets have been an absolute intellectual and moral embarrassment.

[@wol4306]

@@pw7225 then why do you follow him? Unsubscribe and don't torture yourself. Sacks is the best.

[@pw7225]

@@wol4306 The world Sacks wants is a world of passive bystanders. Until, obviously, he himself is impacted.

[@medyaayob4248]

Me and my husband watch your episode every week then discuss afterwards. Me and him are business partners who try to always learn and grow specially amid these challenging times of inflation and war-related complications. Since Syria time until the first seven years of the Syrian crisis we were so focused on our traditional careers without exploring new domains until a couple of factors took place changing our perspective to things and we started learning and growing in different directions... and it paid off ... we leant so much from you gentlemen and others like you... warm hearted congratulations for your first 100 episodes and we hope to see you every week. p.s. we love the intro song of your podcast🙂

[@carbonenergyzerocompany1372]

SACKS, PLS DON'T TAKE A BREAK. THIS PODCAST WON'T SURVIVE. SO MANY PEOPLE ARE HERE BECAUSE OF YOU.

[@alechernandezrealtor8384]

Major congrats on 100. This pod is truly something I look forward to every week

[@iansharp9918]

You guys have given us all the most tremendous amount of insight and entertainment. Thank you

[@n8works]

Congrats on 100 gents! Chamath nailed it. We watch and listen because of the context you all add to current events through your unique experience and relationships with each other. You've got lighting in a bottle. Go get 'em!

[@MichaelMerritt]

Friedberg self equity and compounding years really got me thinking. Good stuff!

[@ithinkitworks]

you guys are awesome! love this pod, it's like the news I want to hear in the way I like it!

[@CryptoTaxAttorney]

Love you Sacks. Your analysis is so spot on!

[@manlum1]

Thank you so much for these 100 episodes . You have completely opened up my mind , and gaining wisdom . This is helping a lot of people . Every week I look forward from learning from you

[@mastershoe5162]

The best show on KZbin. By the 200th it will be aired on a blockchain version of video streaming platform.

[@thegrumpydeveloper]

So nice to see intelligent debate while keeping things light and funny between good friends. The fact that lots are here watching and listening to this too gives me hope for humans. This pod makes the world better congrats on the 100. ❤

[@rajgupta8207]

The team was great again - David speaks the truth intellectually as usually.

[@joymac912]

Congratulations! This 100th episode just accredited me an All in Podcast degree! Thank you for sharing your wisdom. I appreciate you all. 😊

[@timkopp9763]

Sacks. Please don’t leave!! We look up to your beliefs and perspectives very much. Take a few breaks, that’s just fine, and you deserve it - but please don’t leave!!

[@bullishcryptogod1023]

Congratulations on episode 100. Here’s to the next 100 🎉 😊

[@paganfaerie5589]

Congrats, chaps 💯 on Show No. 100! I adore each one of you, your honest, well-educated and thoughtful ideas and opinions. Also really appreciated Chamath's humility in recognizing the hard work of those that built the rails for the tech boom and the benefit of 0% interest rates during said boom. You're not just The Besties - You da BEST 🤗

[@kristiand2740]

Happy 100 🎉 Thanks for sharing your friendship with us, for making us laugh, for upping our understanding of the world, and for inviting us on your life journeys ❤

[@buddhikaweerasinghe4113]

Thank you all & congratulations. All the way from Sri Lanka 🇱🇰

[@dailyoccasions9539]

I am here for Saks first and foremost. The other three are a bonus because no greater love can a man have than to lay down their life for a friend.

[@chrism.1131]

Hopefully, this podcast allows you to broaden your horizons.

[@ayeoh47]

Dude Jcal was hilarious this episode 😂 perfect timing on everything, I was dead

[@Bard5643]

Sacks opinion is so underrated. He adds much needed political balance and overall depth in the discussion

[@danieljinpark9695]

Just wanted to say "thank you" to the All-In-Podcast and to the team behind the scenes. You guys were a beacon of hope/sanity during the pandemic and still continue to do so. Watching you four is not only entertaining but deeply thought provoking and informative. Bless you guys and cheers to 100 more!

[@Ross867]

Congrats on 100 guys, if friedberg ever leaves I’m going to cry

[@anthonycarlino4604]

friedberg has the best background and is also my favorite bestie

[@jbruni9]

Congrats on 100. Next stop 1m subscribers. A few notes: The pod is great for several reasons and you guys covered most of them. It’s also great because this is how conversation should look. Media / SM is all about gotcha moments and quick / shallow takes - this show (because of friendship and human decency) shows you can discuss tough issues and get meaning out of it and maybe even change your mind. Competition is so critical - when the Sultan got his chance to host, what happened? JCal improved by at least 30%. Never do actual ads. Don’t take the cheap money. This show is so good because we know the only influence is your honest opinion, experience, and facts. Avoid ranking the besties, each is a pillar holding the whole thing up. The Rainman would win and his ego would go through the roof - that’s not good for anyone. #allinmedia Great stuff, here's to 100 more. 🍻

[@acf951]

Sacks, please don’t leave. As a SAAS founder, I always cherish your insight on the software industry, as well as your pragmatic and conservative thinking.

[@imranaboo433]

My favourite show on youtube.

[@tarablack2690]

David , PLEASE don’t go, we NEED you !!!

[@TheRoundtableExperience]

Such an amazing podcasttttt. Wow. People around me refuse to understand how important this dialogue is. I’m glad I found this group.

[@kp194806]

Thank you guys! I truly look forward to this podcast every week.

[@nateisgreat0]

This is the best podcast out there right now

[@MyVictoriaMarie]

Chamath nails it in the beginning why we all absolutely LOVE this show

[@jacdragan8918]

If I may, one thing you overlooked when it comes to being lucky is to put yourself in positions where you can be lucky. I taught this to my children early on. For example, I went to school for computers back in the mid-seventies. Then went on to get my degree in Electrical Engineering. This was where I was born and raised, Pittsburgh PA. My Father just commented that I should move to California as soon as I finished Engineering School. He didn't state why and said it is a very off-the-cuff manor so it didn't really have an impact on me. Instead, I listened to my wife, who wanted to stay close to family, and remained in Pittsburgh. At 67 and retired, I often think about this and dream of where I could have been had I listened to my Father's remark. I would have caught the tsunami wave of the internet and all the technology that followed. Mostly out of California. So, PUT YOURSELF INTO AN ENVIRONMENT WHERE YOU HAVE THE BIGGEST CHANCE TO GET LUCKY!

[@Renozilla]

Thank you Besties! My wife and I really appreciate the pod

[@Krullwarriorking]

Never stop team! You are the new news

[@brianw13]

Agreed

[@RoBBed13]

Yeah Chamath nailed that description of why we listen. It’s exciting and not surprising to hear that awareness is shared by all members. Looking forward to the next 100!

[@raschwartzATX]

One of the BEST paddies Gents! Very open and frank. Love all that you guys give. Keep FEEDING me!!

[@nancycheng4392]

I enjoy your podcasts so much. Thank you for your honesty, and how four guys share there views and making me laugh and do a little dance with the tune “Wet Your Beat!” Congrats on 100!

[@TheTopcat1441]

Congratulations! I don't what you guys talk about half the time, but I watch every week hoping to learn something 😅😭

[@6ood6ame]

We need Sachs. He is the best and the funniest.

[@ZaidRasid]

Tbh when I hear your point of view and it aligns with what I think about a topic I actually feel better knowing that four smart, credible and successful individuals feel the same way. You were one of the few outlets that covered the Canadian convoy in an honest format and called out our prime minister. It was totally contrary to every single Canadian news outlet and journalist. That at its core is why I watch. Thank you for the show and your hard work.

[@MrJamieking123]

Such a great podcast/show. Listening to you four discuss topics from different view points/experience and narratives is what keeps me sane in the regression era. Congrats!

[@mjl1000000000]

Congratulations! Love the show 😊

[@eliosb989]

Keep going guys 🙏🫶. Greetings from Switzerland

[@byronu5068]

God bless you David Sacks for being the voice of the voices drowned out by woke media

[@aai2184]

An episode with just Chamath on the markets (equities, cryptos, bonds) would be welcomed. Congrats on 100th episode! What makes the pod unique is to hear how successful people like you all think.

[@sekkes]

They really are going ALL IN

[@harryharry3658]

Why no discussion on OPEC+ oil output cut: ????

[@mvot966]

Long time pod listener. Appreciate your insights and fearlessness. You set the bar high for business and political discourse, then ducked under it on the self-serving why we like you segment. The one subject we don’t need your input on. Love you all.

[@HUGO-A-L24]

Congratulations, gentlemen! Thank you for the generosity of your time and knowledge. This is the best business podcast today.

[@HMexperience]

Crimea is Ukraine and 54% of it's population voted for independence under Ukraine in 1991. End of story.

[@Musicthenandnow]

Not end of story. 1. that was 30 years ago 2. 54% isn't a large majority to begin w/. There should be a vote if anything.

[@HMexperience]

@@Musicthenandnow only Ukraine control of Crimea will ensure democratically respected votes can take place. So voting is possible once Ukraine take control of Ukraine and expel the Russian immigrants and resettlement of Ukrainians who where expelled by the Russian occupation regime has taken place. After that you will see Crimea is overwhelming pro Ukraine.

[@thomasstopper5416]

Congratulation to the 4 legends for season 100. To the next 100

[@pankajd7157]

Congratulations Besties for the century, many more to come. Admire your friendship and commitment to this pod. Every pod of yours makes me a better and informed investor, plus I gain so much knowledge in almost every aspect of what’s important in today’s testing time. Stay safe and keep podcasting. You four are our true heros to be true

[@smartmoneyadvice7427]

Congrats on 100 gentlemen! I look forward to watching this every Saturday/Sun morning with my coffee🎉