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Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
(0:00) Bestie intros!
(7:57) Election impact on Bitcoin, crypto, and fintech stocks
(21:56) M&A and IPOs: What to expect in 2025
(39:52) Pharma adver…
1 year, 4 months ago
Trump wins! How it happened and what's next
(0:00) Bestie intros!
(4:55) Sacks recaps election night at Mar-a-Lago
(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Par…
1 year, 4 months ago
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
(0:00) Bestie intros!
(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues
(29:16) Google earnings: YouTube and Cloud post hug…
1 year, 4 months ago
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
(0:00) Bestie intros!
(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://…
1 year, 4 months ago
Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
(0:00) Bestie intros
(2:01) Polls vs Prediction markets, dueling interviews, election update
(16:06) Tesla's Robotaxi event and SpaceX's Starship cat…
1 year, 5 months ago
JD Vance | All-In Summit 2024
(0:00) Announcement from Friedberg
(0:18) Besties intro JD Vance!
(3:33) America's innovation problem
(5:04) Thoughts on Trump
(8:53) Would JD Vance …
1 year, 5 months ago
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
(0:00) Bestie intros!
(3:18) The science behind Hurricanes Helene and Milton
(14:59) The economics of intensifying natural disasters
(29:03) AlphaFol…
1 year, 5 months ago
Elon Musk | All-In Summit 2024
(0:00) Announcement from Friedberg
(0:24) Besties intro Elon Musk!
(1:23) The Battle of Free Speech
(10:24) Potential government efficiency agency
(2…
1 year, 5 months ago
In conversation with Mark Cuban
(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992
(5:43) The history of Cuban's love/hate relationship w…
1 year, 5 months ago
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
(0:00) Announcement from Friedberg!
(0:21) Sacks intros John Mearsheimer and Jeffrey Sachs
(1:32) What is the Deep State Party, and what are their go…
1 year, 5 months ago