(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward (50:45) Breaking down Instacart and Klaviyo's businesses (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy? (1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases 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://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire https://youtu.be/yjj1QjZlQMM https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal https://twitter.com/pitdesi/status/1704874017357025499 https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D https://twitter.com/aswathdamodaran/status/1704246090198036914 https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg https://fred.stlouisfed.org/series/MORTGAGE30US https://www.ey.com/en_gl/ipo/trends https://stockanalysis.com/ipos/statistics https://www.google.com/finance/quote/COIN:NASDAQ https://www.google.com/finance/quote/EXPE:NASDAQ https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm https://influencermarketinghub.com/amazon-ad-revenue https://twitter.com/jasonlk/status/1704212644402540573 https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr https://twitter.com/DavidSacks/status/1078755080478715904 https://i.insider.com/4dd4d1cf4bd7c8c90f000000 https://twitter.com/asanwal/status/1703492397739516068 https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html https://tradingeconomics.com/commodity/crude-oil https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying https://hellometer.io https://www.nature.com/articles/s41551-023-01086-2  

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Russia: culpability, where to go from here (36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling (50:01) Immigration policy, how each party co-opts the issue (1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement (1:15:57) Why Chris Christie is running for president (1:17:41) Thoughts on prosecuting Trump, January 6th, and more (1:23:16) Chris Christie addresses his past controversies (1:48:34) Post-interview debrief Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Chris Christie: https://twitter.com/GovChristie 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://fred.stlouisfed.org/series/GFDEBTN https://fred.stlouisfed.org/series/SMPOPNETMUSA https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece (27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS (40:46) BRICS ultimate goals, India's key position (51:54) How energy independence plays into the future geopolitical order (1:00:22) All-In Summit party talk! 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/chamath/status/1693992134796603477 https://twitter.com/tomosman/status/1696929638935634240 https://twitter.com/KanekoaTheGreat/status/1697072553775501661 https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709 https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring https://twitter.com/chamath/status/1695073336483832007 https://www.justice.gov/crt/page/file/1579981/download https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond https://www.foxnews.com/video/6335645970112 https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24 https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95 https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143 https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30 https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy https://twitter.com/chamath/status/1696295679344459807 https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations

(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

(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real estate capital crunch (1:12:26) Trump's newest indictment (1:23:31) What Adyen's big drop means for Stripe's valuation 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://youtu.be/sqSA-SY5Hro https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml https://fred.stlouisfed.org/series/MORTGAGE30US https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f https://twitter.com/rothcre/status/1691910066952351963 https://twitter.com/chamath/status/1691789175786246246 https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia https://www.google.com/finance/quote/ADYEY:OTCMKTS