E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

All-In with Chamath, Jason, Sacks & Friedberg

(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

More description

(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

2023-08-25 112 min
Listen elsewhere

Available Results

Generated results are saved to your library for reuse and search.

No generated results are available for this episode yet.

Transcript

No transcript is available for this episode yet.
Sign in to generate a transcript for review.
Sign in

Chapters

No chapters available.