The All-In Holiday Spectacular

and then we're going to do specialty drinks up here we'll still have full sponsor I want one of these right is obsessed with pal I love I'm in now I'm a pal guy right now it's like the Allin intro music Y which I've done a live arrangement for with the brass [Music] now we're not going to do a year review discussion we're just going to go right into I think we caught it yeah yeah we're going to go right into the awards well you're going to go right into you're going to go right into Santa canis doing B we could do that it's easy that's the Santa canis change moment that could be the change exactly how much time does he need to change

[Music] it's me Santa that's good yeah I mean it's pretty hilarious so we're really excited to have some besy awards to give out tonight let's get started J are you back are you here where are you oh God sorry I was just getting in founder mode woo let's go Saturday night San Francisco [Music] J you want to warm us up okay all right everybody let's get loose we know what we do we have a game plan we've been doing this for 206 episodes we're not changing anything we are who we are we know what to do fry B bring that science S I got the red meat for you and Cham I need you as obnoxious as

you can be out there don't worry about me I got jokes I got jokes for days we started this in Co and we're going to finish it on Pennsylvania Avenue now let's bring it in 1 2 3 all in we got this let's go America 2024 a year of political earthquakes extraordinary Market events War space and the Revelation that Diddy is super into baby oil authorities located more than a th000 bottles of baby oil lubricant it was a year so profound got to give him that hu too and spit all that thing America was at times at a loss for words look um the uh like I said I'm well put gentle Joe so tonight we look back the all-in podcast

presents America 2024 what in the [ __ ] just happened the story of 2024 starts with AI the Revolutionary technology has fueled a boom in countless sectors but mostly the legal field Scarlett Johansson's legal team wants details on exactly how they were able to create that voice that sounds like she said so eerily similar it sounds just like of course it's a digitally altered version of scaron and they got caught Okay cookie jar and AI also created the most remarkable deep fake video ever welcome thank they almost look like friends amazing yes 2024 proved there's no problem AI can't solve and or cause Google has had to pause AI made images

quote after race inaccuracies this year AI helped launch the most drool worthy tech product in years a computer chip yeah baby dgx has become the essential instrument of AI we've never seen anything like this in the history of Silicon Valley or Corporate America Nvidia is K of the AI Revolution and they're so hot they're literally too [Music] hot the information reported that the chips are overheating in servers but don't worry there's an elegant solution to the problem I bought myself this Hiroshima mask so I do not have to smell the burn on those conductors problem [Music] solved but in videoid wasn't alone in AI

news open AI was at the Forefront of Reinventing another crucial industry office drama lot of drama involving uh open AI what a mess what's next this week on General AI hospital is Sam alman's job security in Jeopardy whose data was stolen this time what did Yas see why isn't he talking about it and with our special guest will our special guest get her revenge General AI hospital but Sam Alman never let the drama distract him from Open ai's primary Mission philanthropy it's actually really important that you're not doing private enrichment off philanthropic donations and so you know it's it's but isn't that what's

happened um um you know I think that the you know um you know I think like I said sour grips well said read but even if open AI was a little more like closed AI its humble leader Sam Alman was still toiling away humbly for the bint of mankind you make a lot of money do you I make no uh I paid enough for health insurance I have no equity and open AI really yeah that's interesting but don't think this workingclass hero doesn't suffer did you know that his $1.9 million Supercar wasn't available and candy apple red like he wanted still it wouldn't be a year in review without mentioning Elon Musk who incidentally we will all be required to

mention daily in 2025 as Bound by federal law the world's jumpiest capitalist and the new co-leader of the Free World showed everyone in 2024 that being Elon Musk is a pretty [ __ ] sweet gig from soaring in space to delivering charity from business Booms to getting anointed by Joe Rogan as free speeds Jesus from getting hired in politics to getting hired to fire people in politics 2024 was a year that couldn't shake Elon Musk just ask this guy you know he likes this place I can't get him out of here and it was all prophesized by our own David Palpatine everything has proceeded as I have foreseen 2024 was a banner year in

Tech and in how many giant names we tricked into coming on our podcast I love that house he has I love David's house I can't believe I get to sit down with one of the most famous investors in Uber it was like the hand of God massaging my central nervous system what the flying happened if you have specific questions I'm happy to did somebody stab you in the back did you find AGI oh my god what have we done inviting these lunatics on the program hold on guys I got to get into founder mode oh wow founder mode he founder mode I'm I'm going to found sh I got a Founder mode too where's J oh sh speaking of financial highs 2024

experienced a wide range of viewpoints from the effectiveness of ESG to disagreement on new CTA Boi reporting but there was unanimous agreement on one key financial issue Lena KH has become the most aided and feared person on Wall Street and Lena KH is utterly ineffective what Lena Khan has done is just go after quote bigness which just means stopping these companies from doing anything that would make and bigger the only acquisition she couldn't stop chok's $5,000 sweater habit oh yeah chamach strut your stuff let's talk about the sweaters this Jason oh really is the thin summer gillet okay beautiful cashmir [ __ ] yeah these days the all-in boys and

their friends are looking Slim in their cash bear thanks to a new class of Miracle drugs that stormed the world of Biotech in 2024 OIC OIC OIC Game Changer injectable weight loss drugs are hot in our poker group like four of the 12 or 13 regulars are on it 2025 is looking to be the year gp1s change the face of everything literally but we heard that term OIC face first we had OIC face and now we have OIC but but if 2024 will be remembered for one thing it will be for shining a light on elder abuse our 46 president stepped aside introducing the country to a fresh new upstart ready to tackle the problems

of a fractured country I grew up a middle class kid I grew up a middle class kid I grew up a middle class kid I grew up a middle class Kid President Trump however wouldn't stand by idly and let kabala torch her own campaign they're eating the dogs the people that came in they're eating the cats in the end however it wasn't even close literally nothing literally nothing literally not one County there was just so much to 2024 that we can't cover it all from Trump nearly getting assassinated to Trump nearly getting assassinated from continued Wars in Europe and the Middle East to continued battles on the home front from the cringiest of tick toks to

Black nais and an Aussie dance Legend 2024 was anything but very demure very mindful with 2024 in the rear view mirror let's turn to our outgoing president for some Sage advice on our Collective future but I tell you what I don't know about you but I'm going to go to bed let your Winn's ride ladies and Gentlemen please join me in welcoming your bestie [Applause] [Music] [Applause] what's up Merry Christmas welcome zarx you weren't allowed to say Merry Christmas until about 3 weeks ago Merry [ __ ] Christmas everybody where where's happy holidays where's jcal where's jcal jcal jcal it is I Santa canis here to spread

joy and stock options and Bitcoins to All These Fine San Francisco They thems it's whatevers oh this is starting off horribly but okay oh oh Santa canis where are you coming from well you know uh you know they paid money for this right you could have at least memorized your lines it's just too funny sometimes the cold opens work and sometimes they don't they don't it's true it's true the problem is this one this one's supposed to go for 8 minutes so 8 minutes you have stuff in there for 8 minutes it's not like you guys are going to make this crowd laugh okay

so no it's uh we moved the North Pole we moved it where'd you move it to well it was a problem because you know all these elves who've come across the border up there tons of fent andol it's a disaster terrible and just crazy inflation up there so we we moved the North Pole down to Austin Texas oh it's it's an Austin Texas now yeah better tax treatment you know can you get elves there s you know it's a little bit hard some of them have come across the border some of them work hard other ones not so much have you automated well you know it's interesting you say that oh oh no milk and cookies I'll take some Bitcoin if you have any extra okay thank you there Troth yes

we've done some automation yes oh here it is everybody you know we have a lot of problems with the elves you know they've been unionizing Sachs it's too much regulation but we can get these here from 1 x only $1 per hour but we need you back in Santa's lab okay you need to be building some toys okay now get back to work yeah we don't have HR anymore okay so what are you doing after yeah no I mean I got my friends got the good K okay we'll talk later who robot is this it's Santa's uh robotic elf right s s sorry hold on a second hold on before we continue with this clearly incredible bit that you two ding-dongs wrote I I

was just told to read can we just say a cheers for the new [Applause] Zar ma bro congratulations yes congratulations there congratulations Z it's a little hard with the $27 Amazon Santa suit well you know guys I have the list here that you guys were asking about this is the na this bit goes on for like 8 minutes hold on I've got the naughty and the nice list it's a pretty big list this year let's take a look Sam Ortman is on the naughty list very naughty two three four times on the naughty list oh Jensen also on the top of the list uh you know Santa's got a lot of that Nvidia 20 bagger so far woo yes also

some Nvidia employees here they didn't sponsor though oh I don't know why why he's so cheap okay Santa canace I think it's time for you to go back to Austin yeah well you know I have to do another podcast yeah it's it's got 20 times the ratings of Allin it's called hot ones I don't know who the host is but uh you're getting beaten in the ratings by 12 chicken wings congratulations boy more work for you guys okay I'll see you next time great every bye everybody s can out of here [Applause] [Music] okay well you you have to you have to admire the dedication to the bit most people have given up after about 2 minutes he just kept going with it he

really he's really committed he keeps going yeah it's great so just to get you guys oriented thank you all for being here this is going to be awesome we got a great night planned we got a show we're going to walk through the bestie Awards tonight it's going to be super fun and uh here we go here we go sorry I'm late I was in an Uber I was in an Uber I heard Santa Claus showed up an Uber Uber okay oh sorry let's do a drinking game the number of times jcal shills as companies we need to drink Jal introduce the awards let's kick this off how's this going to work oh okay so uh you guys know we do this amazing uh bestie Awards so we're going to do a bunch of bestie Awards here live

on stage and interestingly this year we actually made a besti award it's right next to you chamat maybe you can hold one up saak go ahead and take a look at this now this bestie award is two men embracing in a long awkward hug and many people don't know the inspiration for this awkwardness but here it is to remind everybody there it is and that that's actually chth and David Sachs and David Sachs is actually reating the hug he actually re you're saying that we were the mold for for this it was cast out of our body shapes it's your it's uh actually accurate down to the uh inch yes it's very very accurate you and saxs uh sax you and chath they hugging uh so the first award

we're going to do is business biggest winner Biggest Loser and biggest surprise so chth would you like to kick it off with your biggest business winner I think the biggest business winner of 2024 is the business of speech and what I mean by that is I think that we have made freedom of speech a very successful business model all right well done yeah who's your biggest business winner saxs well I I wanted to be original but I really couldn't I thought it was so obvious this year it has to be Elon Musk okay Elon Musk that's always a safe Choice freeberg who do you have it's SpaceX starlink Starship I don't know what else close comes close what's that well I

mean first neurs and SpaceX at like a $350 billion valuation like tripling from that level in a year it's insane never been done before the boundaries just don't matter it's incredible it is incredible I went with Nvidia just to mix it up uh who's your biggest business loser saxs I said the biggest business loser was the Legacy Media oh mainstream media okay they uh they lost the election and something like half their ratings and they've been exposed as basically being overpaid podcasters okay I mean but podcasters aspire to be overpaid Legacy Media hosts yeah chamath who is your biggest business loser business loser Intel from the company that

basically commercialized Mo's law for the advancement of humanity to just a totally confused shell of its former self H who do you got freeberg as your biggest business loser very old business has had a kind of mantle Place position in the United States for decades and that would be Boeing which seemed to unravel this year with um obviously the debacle with the Aerospace program particularly with Starliner stranding some astronauts needing to get rescued and there's a lot of turnover happening in the organization it just seems like a mess you know I went with Apple only because I felt division Pro felt flat the new iPhone 16 not very strong and I feel

like they're a drift and we Buffett sold all the shares in it I feel like the company could do much better that's a well their their stocks up like 30% this year I think it's a little bit in the middle but I think it's based on potential I think they should be releasing great new products and they aren't okay uh let's go to business surprise did you have a business surprise over there Saxy poo I said paler was the biggest business surprise this year I mean I thought the company would do well but it stock went up 5x this year from 16 a share to 76 completely counterintuitive it just the market cap of paler just passed the

market cap of locked Martin the amazing counterintuitive thing about paler was how much time they spent with their customers everybody shat on that idea and they were totally right totally right uh so were they your biggest surprise as well uh no my biggest business surprise uh are gp1s I think the number of markets that it seems to help this year it went from weight loss to cardiac Fitness to depression to drug addiction uh alcohol I mean you know it's basically a wonder drug of Wonder drugs and also I think you might be interested they said it can help with compulsive gambling as well chth that is I am not on a glp1 I don't have a

problem okay freeberg do you have a surprise I was surprised by the return of kind of the long taale of crypto uh it's made it's come roaring back and everything seems to be on fire again no comment from the crypto Zar I know but crypto comeback is crypto crypto comeback the longtale crypto comeback I feel like Bitcoin was always a different story but the long TS got a I I looked at it and I I always love great products I picked Google everybody was talking two years ago about how Google was falling behind and 10 Blue Links weren't going to work work the Gemini app is absolutely fantastic I've been using Gemini app it's as good or better than do do J trade Google Shares i i j trade

some shares yes I have I traded some Google Shares also weo also delightful and you know they had a rough year with some of that woke uh imagery in in uh Gemini but I think they had a great rebound soo's a really good story yeah I think felt like it's like what is that business a year and a half ago two years ago and I don't know you I've been taking Whos around the city you don't do City my sister and my brother-in-law are visiting this weekend there they are hey how you doing guys and uh they took a wh yesterday and I saw the video and basically what you have is my brother-in-law who's like

totally Blown Away my sister who's like cautiously optimistic and they two kids who are like pinned to the back in fear cuz they're like who is driving this and my and my brother-in-law who's who's Indian he's like don't worry there are people like us somewhere driving this car okay let's uh let's go to politics Sachs here's your red meat I can't imagine who you have as your political winner but I know you probably struggled over this one this one's pretty obvious it's the the man who won the white house uh he actually he only won the White House he won the house he won the Senate he won the popular vote and he overcame

a hostile media he overcame two assassination attempts one that missed him by millimeters so my biggest political winner for the year is Donald Trump okay there it is folks biggest winner wow you just glow when you mentioned djt just glowing we don't even need to like the stage when we say djt it's like a fusion reactor chamath who is your biggest political winner for 2024 my biggest and listen to this very carefully folks my biggest political winner of 2024 is David [ __ ] Sachs let's go Dam sacks [ __ ] yeah nicely done all right um say more say more well I said this before but I'll say it again i' I've never seen a team of

people assembled in any government um like this and I really do mean what I say this is really the best of everything that happens a guy that has immigrated okay a guy that's worked his ass off he's done it in many different places in many different ways he's an amazing friend and he's [ __ ] brilliant and we need brilliant people yeah way to go did you have a uh political winner there uh Friedberg I know you don't talk too much about politics I went well I went with Independent Media I think that it totally reinvent everyone talks about this but it had such a huge impact in changing the narrative getting new

messages out there that were being filtered or distracted away in other context so I thought that was the biggest winner and everyone's talking about the Legacy Media anchors all leaving and moving to Independent podcasting platforms and so on so that was the biggest winner I thought all right I picked the PayPal Mafia yourself included of course sax but Peter teal JD obviously strong the whole group I think really did a great thing now whether you are a fan of Donald Trump's or not if you're left or right I feel really great that you guys are around Donald Trump and I feel really optimistic and great energy for the country uh so the fact

that the PayPal Mafia is there yourself included Sachs makes me feel really great about the next four years and I'm so proud uh that you're doing this and it's a great sacrifice for your country you could use these cycles for your own benefit and you're using these cycles for the benefit of America and humanity and I think that deserves a big round Applause okay thank you well you know one thing I'll say is chamath and I uh co-hosted the um the dinner for president trump it was on June 6 of this past year I remember that because it was dday I thought that was somehow significant but they asked me if um if I would be willing to host a a fundraiser

for president Trump and I said well how much do we need to raise and they said well at a minimum 5 million and I didn't I I thought maybe that's a hard number to raise because there's not that many Republicans in San Francisco so the first call I made was to this man shath and I said would you co-host this with me because I figured okay well if nobody shows up jamaath and I can just split it and uh you dollar cost average you're fundraiser that's so bad he dollar cost average dude so I knew I knew he could pick up the check with me it was uh so in any event it was a big ask for from chamath because chamath had never supported Republicans before obviously I've been a crazy right Wier from way

back but jamaath had had only supported Democrats and uh he said he was in and he decided to co-host it with me and so based on that I told him okay we're in we can do this and then it turns out that more and more people wanted to come because we showed some conviction so then we had 8 million committed then 10 million committed then we end up raising 12 million that night 13 I thought 13 and then 13 well we got another million on top of it so we end up raising 13 million that night so yeah but it it wouldn't happened unless he decided to coost it with me so thank you jam all right um political losers who do we got I mean I know this is a tough one too I I've already said this so this is

going to be repetitive but it is of it's the thing that disappointed me the most personally uh I think the biggest political loser was Barack Obama it's the same thing where there were so many of us that literally would have stood in line for hours to just shake his hand I guess I just revered the idea of who he was and then I just saw a person that was reduced to honestly not telling the truth and doing it repeatedly and repeatedly and it just lost a tremendous amount of cache that I had for him and The Sensation that I had of who he was as a man uh who do you got freeberg biggest

loser it's been said I just went with Legacy Media so my biggest political loser was lawfare I thought lawfare was The Biggest Loser because not only did it not work it backfired it backfired remember you predicted yeah exactly um remember they started the law fair right when the Republican primary started and I think Donald Trump would have won it anyway but once they started these sham trials they tried to bankrupt him they went after his kids they tried to imprison him Republican sh uh support shot through the roof and he won the Primary easily and then they did the same thing in the general and it activated and sort of radicalized a lot

of people including myself because it was so unamerican to try and imprison your political opponent so I think it mely backfired and of course it wasn't just against trump it was also against Elon too well where did that get him they turned Elon from someone who identified formerly as a Democrat or an independent to someone who became a republican so it was not only not only did it not work it basically did the had the exact opposite effect of what they intended yeah I I picked the um I picked Biden and the Democratic machine as my Biggest Loser for obvious reasons and as we talked about on the pod gosh it was so obvious that they were covering up Biden's cognitive decline and we're all

sadly going to be in Decline at some point in our lives and that should be something where that person is supported and not abused in the way he was abused I I felt it was elder abuse we make that as a joke and then not running a speed primary and that's when for me a left leaning moderate I I felt like I can't support this if you don't actually have a primary process and I think they destroyed the party and it just has to be rebuilt from the bottom up uh it was a disaster and um I'm super disappointed like many people in their thuggy and criminal type Behavior I felt it was really low ethics and um I'm I'm not

happy about it okay let's go political surprises political surprises anybody have a surprise chath you look like you got one ready to go my political surprise is JD Vance um I don't think if this works out properly there will be a Republican party the way that you normally knew it I think it is a Maga party and I think that JD Vance has the potential to become the standard Bearer past Trump so that Baton Pass I think has the best potential and what I'll tell you about him as a person is this is a guy if you have a chance he will be here a lot I suspect especially

because of David meet the man understand where he's coming from this is an incredible human being I re I really do mean that folks and I'm like a skeptical kind of gen generally I'm not super fusive about people you're thoughtful about who you would with he's an incredible human being yeah you got a surprise for us freedberg what was your surprise this political season 2024 I listened to the episode of pod save America last week where the Democratic Leadership that ran the the haris campaign uh kind of gave their breakdown on what happened and what struck me the most about the conversation and the way they talked about everything was

everything was about some demograph demographic heuristic black males should do this white college educated female should do that everything was broken down to this like you are defined by whatever label we put on you and we expect that voting block and we analyze you as a voting block as a group and how you all move together and all of that [ __ ] broke down what happened in this election cycle was a lot of people voted as independently minded people in a way that I think broke their brains they didn't understand how and why people were starting to think on their own and so I don't think anyone anticipated that

going into this year it's certainly closely coupled with the rise of Independent Media but individuals taking choice for not just being categorized and labeled and bucketed and told how to vote and what to think and what to do people stood up and said I'm going to have my own thoughts on stuff and suddenly all of the models broke that was the biggest surprise and I thought it was like a big sea change United States something I think it's a really great Point you're making one great thing that could come out of this is the return to judging people by their character their performance their actions as opposed to Identity politics which is a true dead end in our society

I think it's really well said freeberg did you have a political surprise this year Sach yeah I would say building on what you guys said my biggest political surprise was that even in deep blue cities like San Francisco the voters rejected the woke left in favor of more moderate alternativ so here in San Francisco we got Daniel lurry as mayor uh he was elected Dean Preston and Aaron peskin were defeated we have a moderate major majority On The Board of Supervisors in Oakland the leftist mayor and d da got recalled in LA county uh we beat uh George gasone who was the Soros da Statewide uh prop 36 pass this is the

uh proposition to make crime illegal again and uh and so even in a deep blue State like California you're seeing a return to uh sanity you know I had a surprise I was going to say podcast but when I thought about it it was obvious to us and I think a lot of people that podcast were going to play a big role and it's clear podcasts um played a big role but I want to specifically shout out fredberg and our podcast for bringing up the topic two or three years ago of the budget deficit and our outof control spending and you harped on this freedberg and you know I I thought the election would be a referendum on Trump's

behavior in the past I thought it would be a referendum on abortion and and a women's right to choose and I'm not saying these aren't important issues but now it's turned out that efficiency of our government and our fiscal responsibility and what we pass on to our children is now the most important issue I want to pause for a second Hallelujah but yeah and I think it's a big round of applause for freeberg because I just want to pause for a second of how unpopular that topic was we set ourselves on the Pod there there is no way that any politician will ever take this up because it's too toxic to talk about cutting spending you'll never get elected Etc and now we're sitting

here and I think because of you harping on it us talking about it Elon caring about it V who came on the Pod and he really got passionate about it now we have Doge and one of the greatest things that could happen in this Administration and I would be very proud you know of of your contribution and the pod's contribution to this is if we can just control are spending so we do not mortgage our children's future disastrously and and this is the most important thing over the next year to if you don't like Trump and you didn't vote for him you can support Doge you can support Elon you can support having a balanced budget and US controlling

spending it is an issue for all Americans truly all right this is a hot start we got a hot start C me one of those Awards there here you go here we go all right J Cal's going to invite our first guest tonight right look at this wow this is some serious man love that's me and chamath should we clean up the naughty and nice list by the way off the uh okay it's an ergonomic representation of uh me and shamal hugging it out it's not easy to give a hug like that when you're on the spectrum is it saxs not not easy but you got through it um so it's it's a strength for him tonight I'm very proud to give the award for setting

the most money on fire in pursuit of a failed campaign to the one the only Aaron Levy friend of the Pod from box welcome Aaron [Applause] leie this is a very very special wow okay [Music] yeah okay uh I have no idea why I said yes to this so um also what the hell is this thing um I think this is the closest I'll ever get to speaking at the Republican National Convention so um so thank you good to be here I have a I have a couple notes so first of all why didn't mark cubin or venod coal accept this why is this me why I don't I don't understand what happened here venod doesn't have a sense of humor okay okay so um all right so

yes uh we did waste a little bit of money on this campaign but um but it went to the Vegas fear so did you see this fear and how well that was the The Campaign used that money so I decided to do a little bit of a post morm so we called the campaign and talked to kamla uh just to you know understand afterwards you know what the reaction was her response uh stood out to me actually pretty profoundly so I I actually wrote it down I wanted to make sure I got it kind of word for word she she said and I quote I'm in the arena trying stuff some will work some won't but always learning and you know I I actually felt

like that was a really good and profound way to to think about the campaign so I left I left a lot better after after hearing that so now I do want to congratulate David Sachs um obviously on his new role in the administration pretty incredible uh the the PayPal Mafia takeover of the government is now complete so so good work on that um you know I was getting worried actually so so they told me about this actually like three or four days ago changed the whole plan obviously Midway nothing nothing about what is going on right now was was the plan um but I was you know had to kind of say a couple lines about each person and so David I was getting

worried about because I didn't you know sort of I've been worried for David because I didn't know what he would do given Trump promised to end the war in Ukraine like what else is David going to talk about so you know i' I've known David's views on the the you know the the the war in Ukraine um but I actually didn't know that that uh it was so serious that you become a zar I mean that's that's pretty that's pretty impressive now what's cool about David's new role waiting the Council of advisers for Science and Technology is you can kind of think about him as like the IT guy of the government now so so if you have any issues with a DMV website he is he's your

guy and you also have the benefit of being the crypto Zar so I think if if you could just let us know at some point in the conversation what do you think the price Target is on the Haw Tua coin like where are we where are we headed with this um now David works in the government which means we have an inside track for some of the uh the besties um which I think it'll be pretty helpful for various positions in the in the cabinet um and I know there's already a pick for this one but if a position happens that opens up for transportation secretary maybe you could let them know that Jason was the first investor in Uber and and I feel like that would make him

an expert in this in this topic third or fourth I think actually yeah I was just going off of Wikipedia so um so I changed it today in anticipation now unfortunately Jason's probably disqualified uh for for the cabinet because somehow he's actually even more woke than me um this guy loves masks more than Anthony fouchy uh he once he once tweeted and I actually want to be very clear about this this was in October of 2021 he once tweeted not to be a narc but half the folks are not wearing masks at the Staple Center right now H # super spreader I I added the hashtag sorry um

okay and uh speaking of Co we're going to bring it home now um freedberg I know this situation must be very difficult for you with RFK you know Junior coming on board everyone knows about Preppers building out bunkers in case of disaster right you you sort of you everybody talked about these kind of Preppers freeberg bunker looks a little bit different than everybody else's right now you know usually you want to stock up on ammo cans of beans etc for freedberg it's um obviously quinoa but but uh he has one of every vaccine tons of pesticides and a lifetime supply of fluoride packed away so we're we're getting ready for anything to that could come next in

this government anyway in all seriousness thanks for this incredible honor uh whatever this thing is I'm at I'm extremely extremely optimistic for the path ahead in America we have a lot we can get done so excited for that let's do it thank you have a seat join us give it up everybody for Aaron Ley well done join us all right joining us all right aon's going to hang out and do the next couple of Awards with us I just want to say that Aaron is my favorite white dude for Harris all right the the official line is beta mail for Harris that was uh you got you got that wrong I'll let Mark cubin know he's number two you know you know I just realized I

was the series B investor in both of your companies wow you know it's incredible that that David saxs blew off the the the typical ceiling that you have being a B2B founder so this is this is this means we have something we can now strive for so this is uh this is incredible all right we're going to do another set of awards here let's get this back on track but actually but can we be there was it was pretty cool though that the literal upcoming president of America mentioned Yammer in a tweet I mean that is that is that is actually pretty cool that was pretty great I was surprised you didn't get a genie mention in there so it's a deep pull let's go over to our next set of

Awards this first one is best CE not named Elon Musk so this is our yearly award for the best CEO named not named Elon Musk who do you got free burer Jensen Jensen an obvious one there nothing I mean everyone knows the numbers what else is there to say okay that guy has been compounding and the crazy thing about compounding is if you zoom out at the end everything looks pretty slow and flat and steady for a while until the end and uh he's built so many advantages into that business and it's finally paying off the macro was right technology advantage everything it's just extraordinary patience diligence execution okay best CEO not named Elon Musk what do you got Dave

rcks the CEO of Eli Lily okay managed to build a billion dollar company and is just ripping seems Unstoppable sax who's your best CEO not named Elon Musk well I mean freeberg is right if you look at the mag 7 uh Jensen had the best performance but since that one was taken the number two actually was Marcus Zuckerberg you know he's hold on he's been sneaky creeping up there I mean if you look at Facebook's performance or met performance over the last two years it's up 500% so it has done surprisingly well and I I will give him credit for back in August he wrote a letter basically apologizing for the censorship that meta

had done and exposing the uh the government's role and the FBI's role and the whole Hunter Biden cover which he did not have to do at that point in time it was not clear yet it was not clear yet that Trump was going to win the election so I think he deserves a little bit of credit for basically for wanting to do the right thing on on Free Speech but in all honesty how long did you make him wait to meet with Donald Trump at marago last week how long was the wait did you put an extra hour on the wait okay did you have a best CEO not named dlon musar and Ley uh I'm actually going to uh steal uh saxes um Zuck um for a

very different kind of reason but uh I think Zuck is our counter pressure on the price of AI right now and um I think that uh he he has a way of monetizing AI that is I mean Google kind of has a similar thing but they have a more existential challenge that I think they're actually doing relatively well kind of dealing with but Zuck just to improve ads can give away AI for the world and and keep everybody on their toes in terms of driving down the price so I think that's good for all of us all right well done I uh also had Jensen for obvious reason reasons let's go with best investor who's your the Nvidia crowd here is great just sponsor the show next

year guys you could be in the VIP you can afford it I don't know why you guys are in section Z unbelievable maybe they're Frugal I guess Jensen's checking those expense accounts who do you got as your best investor freeberg I just gave the best investor to the best public trade of the year which was dren Miller when he shorted treasuries told everyone inflation is not under control yet we still have a ways to go no one was listening he shorted treasuries we don't know what the actual ins and outs were but he has an incredible ability to be so very preent very public very like direct when he has big bets and be right

um even if it is just a trade I don't know what net returns are Etc but man that guy just when when he talks you got to listen chth who's the best investor of 2024 in your mind besides yourself I was going to say me but we know uh I i' give it to Michael sailor I think that whoa Bitcoin Max in the back he's found he's found this incredible he's an investor I mean he's he's the executive chairman of micro strategy so he's not really involved into the day-to-day he's really running their Bitcoin position and he's created this massively levered long Bitcoin play he's borrowing money at a s zero it's uh his returns are bananas

right now what could go wrong uh saxs who is your best investor I had dren Miller as well for a similar reason which is it wasn't just the treasury bet it's the fact that he's been warning for years that the US fiscal situation is unsustainable and in a way he's like the investor version of Doge he's basically saying if we don't fix this we're going to have a huge huge problem Aaron Do you have a investor for 2024 you can share I think the um uh I think the solo GP uh kind of cohort but uh Nat and and Daniel so Nat Freeman Daniel gross are they're quietly building probably one of the most powerful AI portfolios um that uh

that that we're going to see kind of play out so they were they were first in line in this wave and um and I think they're uh they're on top of it okay obviously an LP and the firm um and so I'm going to go with uh Peter I'm just taking a guess an educator one um best investor for me was Peter teal but on two tracks obviously Peter's been in some of the great companies through Founders fund including SpaceX but he also picked Trump he also picked Vance and he also picked Sachs so I think it's undeniable that Peter Tiel is just a great picker hands down one of the greatest investors whether it's in people politics uh or businesses so I give it to Peter teal uh let's do our

best new product best new product of 2024 Aon I'm going to start with you this time do you have a best new product that you launched at box uh we we do um but I'll exclude our ourselves from this but the um uh but I I I think the the wave of voice AI um I'm most compelled by right now as as sort of the 2024 kind of you can see the the semblance of actually you know a new paradigm for for mobile um we've kind of had the same thing on mobile for 20 years and um uh and so the ability to actually uh you know in a high quality way talk to your phone have it do something thing uh I think is you're starting to see signs the latest version of Gemini um is just

incredibly uh powerful perplexity has very good uh work here chat gbt advanced voice mode so I think you're going to start to see this uh shape kind of computing in in the next couple years sax any new products this year that captured your imagination yeah I think this is the year that self-driving finally broke through obviously Tesla's got full self-driving but also this wayo one app people are going wild over it so I think I think uh this is the year that self-driving broke through and I think next year it's going to get bigger and bigger chamath best new product this year I'll pick the 2024 King's cashmere collection from

lauro Piana it was um that was my number two exceptional like a baby's forkin okay I think um I just got a message that Laura Piana made a big drop off at your house okay unbelievable I would just like to say the best new product of the year is anything Tom Ford made so I'd like to Pander as well um what do you got freeberg I was I was with Aaron I think advanced voice AI is a gamechanging new ux it's going to change Computing and uh it's weird when you start using it you can have a dialogue learn something you never thought you could learn and just ask questions and engage like you're speaking to your own personal tutor it's

incredible okay uh well very interestingly we have two people talking about voice Ai and Sak I was with you I think this is the year self-driving is actually manifesting across nine different companies the companies in China there's six or seven of them actually active uh as well as obviously weo and uh FSD 12. X has been really a major upgrade so I went with self-driving so uh that's our amazing cohort uh let's give it up for Mr Aaron Levy very [Applause] [Music] [Applause] [Music] here's your chart we had this great moment of hourly earnings growth going up so how much people make on average you're probably wondering why I look so

bored I mean honestly I want these dip sh to stop blabbering on pass me the ball and get the out of the way the wine is delicious by the way if only we could do an episode my way hey everybody Welcome to the all-in podcast for the first time ever I chamath the dictator and moderating I've replaced the besties with a couple of special guests we literally have three of the world's greatest minds and bodies on the show first up let me welcome one of silicon Valley's most Legend investors Jam thanks Jam by the way that is a beautiful sweater okay but let's cut the show and let's get right into the show because honestly this could be

the best episode ever you're right jamat we're going to start with markets today because we also have one of the greatest Public Market prognosticators in the world what is going on with the economy chath great question chath well look I think the US economy honestly is a tightly coiled spring the future looks unbel ably bright or we're in a recession my gosh I couldn't have said it better myself okay guys let's get into science Corner next we have another brilliant mind on the show technically incredible a scientific genius tell us what you've made Jam well I'm really excited to share that my new company schalo has come up with a new way to

grow perfect grapes in any weather so now every Gra great can produce a 1992 Chateau lure what that's incredible can I invest a billion dollars well we're going to have to see about that off wow guys this really is the best episode ever [Music] orgasmic wow wow all right we're going to move on I would watch welcome our iners I watch that show see that our second in-person Award winner of the night the award for second best botes sister please welcome Alex bz all right friend of the [Applause] [Music] Pod can you guys hear me well good cuz I have some awards to give out as well oh oh no Chamas congratulations on the most likely to

think of Elon when making love do you guys remember when chamath was posting thirst traps on Twitter imagine being a billionaire so annoying that you still need a six-pack to get laid next up please join me in saluting America's first Zar all hail sex congratulations on no longer being the least successful of the PayPal Mafia oh that one that one stung it's good to see jcal laughing I'm surprised you showed your face tonight after Palmer lucky annihilated you last [Laughter] Summit congratulations on proving that ass kissing can be a career this year you win most Investments least exits award thank you thank

you okay guys this next one is a little bit spicy jcal gets pegged by the VC industrial complex and each time he whimpers Uber as his safe word and last but not least David fredberg the human equivalent of soilent oh o jamad likes that fre ber definitely got bullied all his life but lucky for him being autistic is now trendy but hey I got to give credit where it's due fredberg thank you for making the world a better place for Monsanto [Laughter] shareholders thank you very much everyone I'm Alex B okay thank you Alex B all right wow um well you know let's do our congratulations welcome back to

the stage thank you for having me it's great to see you last time you were here you beat three or four of us uh at the same time playing chess two of four two of four and what she had a push with one of you or stom it or r i blundered the Queen but I I W on time okay you w on time I don't really give it to myself um how much have you been thinking about your defeat by Sachs over the last 6 months clearly a lot after that Rose yes it explains a lot explains not that you're a comp you know we have some um amazing Awards to give let's go with our favorite media favorite media of 2024 did you have a favorite media pick saacks well it's got

to be podcasts and I don't just mean our own I like pretty much all I watch these days are just podcasts you know so I never watch any network TV do you have a specific one that comes to mind well begins with a T if I can only pick one that's not us uh there's a podcast called the Durant that I like a lot on International Affairs so check that one out deep P deep P Tucker's going to be brokenhearted uh Cham favorite media 2024 this is uh the director is a friend of ours his name is Franchesco Kini the show is called superp sex on Netflix it is about the life of the Italian porn star Roco safy it's

phenomenal it builds there's drama it's about his life as a kid it's his relationship with his mom his relationship with his older brother it's really good super sex on Netflix okay so chamath just picked PornHub for his favorite media great um de p uh so to speak freeberg Dune 2 come on it was unbelievable I did not think that Dune 2 could beat Dune it the the black and I mean you saw you're a little don't act you're not a nerd C right now you can't do that Dune 2 was pretty great pretty amazing you know I wanted to come up with something a little bit more recent so I went with

Day of the Jackal it's a new show based on the 1970s I just watched episode 8 Nat and I watched it before we came up good great episode have you seen episode 8 I watched episode 8 yes it's great awesome phenomenal uh so just you know great pull um Alex what do you got any favorite media for 2024 Hawk up but listen up not what she did with the meme coin but I've never seen anybody ride her 15 seconds of stardom the way she was able to do especially when it's so hard to become viral across all platforms nowadays she was like top like it was like a top 10 podcast for a couple weeks right like yeah I think she peaked at number three yeah it is pretty incredible Inside

Story the week Haw Tua happened we were going to have her on the Pod sax and I were like yeah great PLL we should do it and guess who spiked it ding ding not sham ding ding ding ding we could have had hakua on the Pod to talk about Ukraine to talk about comma I mean the world needed to know her take let's let's right after imagine right after that clip comes out let's have a bunch of guys talk to her and be like yeah what do you think and not look like a bunch of creepers that would have been a terrible idea I still stand by the strike your editorial instincts remain terrible um saxs best start up of the year I'm just going to use this to promote my own

thing is that okay of course so glue I go glue of course fantastic shath you're best startup of the year I'm going to go with ohal oh wait a sec I I want I want grapes the size of my balls I want strawber strawberries the size of women's boobs I want potatoes the size of butt cheeks it's going to be fabulous the world's going to be incredible but you have not none of no no no kidding aside I do I do think what freeberg is doing is bananas but true story none of us have been able to wet our beaks in ohal yet none of us except Founders fun no he offers us a chance to invest every time a round is closed and a new valuation is set unbelievable with friends like this uh freeberg would you

like to commit at getting us say 890 and glue I mean I got it's tied uh but I will say uh We've obviously talked a lot about the thesis behind 8090 I'm an investor you're an investor um but I put anderol as my winner because yeah friend of the Pod Palmer I will say like just just just talking about the collapse of Boeing the new Administration and the number of people that are around andal that are also now around the administration creating a merit-based system for defense spending to kind of upgrade systems and strategies in defense it's inevitable if you look at what China's doing the us is going to have to respond accordingly he's like he's like another one of these crazy

which is like how does he go from building a VR headset to well he also made this game system called chromatic I mean he's incredible the guy is a genius but I mean the whole the whole business is set up with just a great group of investors it's perfectly aligned the macro is right I I just think that that's going to be the next yeah it's of the moment what do you got Alex do you have a great a great favorite startup I like anthropic cuz I like clot a lot um and also I'm not going to say open AI cuz I don't know what they're going to do with all the rumors lately but I do use chat GPT even more okay well done and I picked Athena uh one of our great

Investments this year that has tripled Revenue I'm very proud of the team over there uh let's go with biggest flop did you got a biggest flop chamath this year okay this is going to be a controversial take I think the biggest FL not I don't want to say it's flop but I think the biggest disappointment of this year to me was open AI I'll tell you why I think they are the most most at risk mostly because of things that are out of their control so number one I think the quality of these models have hit a wall and it's the folks that own private information for example what Elon owns through X that is going to

make the Game Changer in the quality of the models two he's actually bought now not just the largest Nvidia cluster but he's promised to buy 900,000 more do you know what happens when you buy 100,000 and then buy promised to buy 900,000 not only are you at the front of the line you consume nvidia's attention and what that means is it's going to be so hard for everybody else to get a hold of what they need to train I think it's a a very tricky situation for those guys saaks you got a biggest flop for the year biggest flop my biggest flop was the self declared knucklehead Tim Waltz oh from uh Minnesota yeah freeberg oh Apple Vision

Pro Apple Vision Pro yeah I think it's a great start it feels like the Apple Newton it's definitely going to usher in kind of a new Computing platform but it's definitely not Prime Time ready as we saw with the sales but Alex did you have a biggest flop for the year the Netflix cover of the Jake Paul Mike Tyson fight it was was their first oh yeah good call good call that was a good one yeah yeah it was their first foray into live sports and they just couldn't keep up with the streaming capabilities and then they got hit with a $50 million lawsuit s did do you think it was fake do I think it was fake I don't think so I think Mike Tyson

actually needed the money and that's probably why he fought but you think he tried fully like he went I think he tried his best yeah I I I will doesn't doesn't your sister box doesn't your sister do boxing my sister does box yeah but tonight she'll be dejing at the after party she'll be kicking ass on the ones and the TW yeah you know fredberg used to DJ in college I heard fredberg used to Rave actually is that true yes fredberg used to drop the beat yes um my biggest it doesn't get old I mean what do I say nothing plot was Boeing Starliner embarrassment I mean if you bring astronauts up to the space

station you're kind of obligated to get them back down that's true yeah that that's I can't think of anything worse than that that's a great that's a great call actually okay thank you Alex for joining let thank Alex bz Well Done big round of applause for friend of the pot Alex bz by the way thank [Music] [Applause] you all right uh we have one more award to do two more Awards two more Awards um all right here we go uh the biggest Sports story and the moment of the Year biggest Sports story Little Sports in here and then the moment of the year chamat do you have the biggest sport story of the year uh I think it's bronny James playing with his

dad LeBron uh I think it was an incredible moment and I think LeBron deserved it for everything he's done for the NBA all right well done uh what about you saxs do you have a best sport I know I know you're not physically active at all but do do you have a sports well I think the the biggest Sports story of the year was the Olympics and really the memes that came out of the I didn't really watch the Olympics I just saw the memes yeah that's what I was in it for and you know we had the that trans last supper There was the that sort of that shooter from Turkey you know and uh the P valder the p

the paulter yeah CH yeah he was Moonlighting as the Paul vter to C that was what I remember Paul vter was pretty depressing freeberg I went with Australian uh Hip Hops at the Olympics Australian hip hop at the Olympics I I do think that that that that moment really kind of showed everyone how ridiculous things had gotten um and it it was like at least in certain circles it felt very resonant of like a broader set of things that were happening and everyone was like how is this an Olympic sport how is this happening and it made a lot of people start to question the sanity of a lot of the institutions around us and things

that were going on yeah and I too thought the biggest moment in sports was at the Olympics and just gender and sports generally as a topic which we're going to need to get through as a society where we have not only uh transgender individuals but interex folks we need to work this issue out in good faith and have I think a thoughtful dialogue about it specific with the boxing and and some of the other sports uh let's go to Our Moment Of The Year the moment of the year I I'll kick it off sax I thought the moment of the Year for me was not the assassination attempt of trump obviously but his reaction to it when he got up and he pumped his fist and he said fight fight fight I think

you got an idea of his character and that he wasn't going to give up um and uh thank God that he wasn't um hit by that bullet I know it was that was mine too 100% that was like the the moment of the year the photo of the year that's the image we're always going to remember pretty iconic yeah what do you got for the moment of the Year chamath March 16th it was a Saturday it was the greatest sexual encounter of my life I gave Nat an enormous internal o oh my God all by myself wait wait okay so wait the greatest moment of the year was a sexual encounter that you had with my wife with your

wife really you know it's interesting I think we all got the tsunami warning when that happened it was pretty it was it shattered the whole Bay Area freeberg um would you like to also pick the 17 seconds of your latest sexual encounter it was the Trump assassination ATT so all we had consens this year of what the most iconic moment of the year was when it happened I was sitting outside having beer with a bunch of people I remember there was like 12 of us and we looked around the table and everyone was like he just won the election that was it it was like in that moment I knew it felt like that was it so it I think it defined the year okay so that concludes all of the amazing Awards

we've given that is that's uh that's our Awards do you want to do a I don't know maybe end with a little Christmas what you're grateful for looking forward hope for the next for the new year and then we'll kind of well you know it's always a good time at the end of the year to reflect um on the pod on the community uh and what we all experien this year um obviously a major eventful year looking into next year maybe what we learn this year having having just great conversations on the Pod and off the pod in the group chat at the summit um any Reflections on the year that was shth and then maybe some hope

for 2025 I I'll just remind everybody that we are the sum of our family and our friends this year you moved away which is really heartbreaking one of our really great friends in the poker game has been struggling with a bunch of very serious health issues um so it's just a reminder for me that um you know it just goes by really fast I feel really lucky to be around you guys I feel really lucky that folks like you exist thank you for listening um I love all of you thank you sax would you like to try to Channel emotion as we wrap up the show and reflect on feelings that might have come

up inside of that meat sack yeah over there well call him a meat sack yeah I mean to be honest I was starting to feel really annoyed with you jcel on the Pod I wasn't sure how much longer I could put up with it be perfectly Frank but but you know tonight you kind of remind me why it's fun to do this oh thank you and so yeah I'm very happy to be here tonight and be part of this well yeah reflecting on it um thank you I too um am reminded how um absolutely insufferable it is to talk about Ukraine every week um but that I love you and spending time with you uh all three of you is uh and debating this and learning together and growing as men and maybe

trying to help and give back you know there's so many positive things that come out of a good faith discussion and you know we argue we fight we debate uh but we always come together every week and we start it all over again and we're we are contener and we're perfectionists and we really try to make this a great product uh and we really care about the audience and it's just so wonderful that we didn't quit I remember we had that conversation in the beginning and chath was saying like you know how does this become successful and I says it become successful if we just show up every week if we just show up every week it's going to work and it's going to be great and you know here we are going into year

five and I I'm just so happy that we didn't quit um and that we kept going forward and I hope that we can all do this in 30 or 40 years in diapers in a nursing home somewhere in Italy uh I hope we do this for the rest of our lives because it's been such an incredible Joy and man I just love the fact that y all come out and stop us at airports or take a selfie and tell us what you think of the show fredberg any thoughts on the year that was and the Pod and you know this incredible moment of Sachs many times when I was going to quit the show and I think how much I really don't like jcal and then that's a theme in the reflections there's like a and sometimes

I'll sit in my bath I'll have my feet up you send me pict and I'll think to myself man I love J A it's all coming together and for all for all the challenges that each of us have I'm very grateful for the moment of being here with you guys it's made a huge impact on my life that I never thought would be the case thank you I also think we're in an amazing moment uh the United States certain people in the United States are really blessed and do really well there's a lot of challenges and a lot of things that need to be fixed and a lot of people that struggle a lot and outside the United States there's a lot more people that struggle a lot and I'm really hope

hopeful that I think I really do believe that technology drives prosperity and that technology and um kind of the ability for technology to kind of transform lives around the world can help everyone and I I'm very hopeful because I I have not been hopeful in this way in a long time and I think that over the next year next couple of years there will be an an amazing kind of evolution uh that that'll be Unleashed uh in prosperity that will really make a big impact so I'm super helpful super happy and super excited yeah that's a great note great note thank you to the amazing band tonight very well done big round of applause for the band and the production team that's it let get some

founder Mode come on yeah let's get some founder mode happy Holidays happy holidays everybody we see you at the party [Applause] [Music] [Applause] [Music] n [Music] aahah [Music] [Applause] [Music]