Whatever u think about The All-In Podcast - grateful it exists for long form free and challenging speech. U simply can’t get insights / texture from short form news. Political ads are even worse. We have tipped. In order to win u must be “trending topic native” & ready for debate.

We were told “no repeats” for All-In Summit 2025 2023 - but fortunately wagered my way back on stage at the weekly poker game (more on that at Summit). Hoping Kevin McCarthy joins us to discuss #InvestAmerica, AI reg, China, US debt & his vision for our future. david friedberg Chamath Palihapitiya

World normalized. Fear of covid, hyper inflation, runaway int rates & hard landing giving way to m&a and new wave of IPOs. Expect first class IPOs (eg Bytedance, Databricks, Stripe) and many Unicorn down round IPOs in next 6-9 months. “AI” IPOs like Core Weave not far behind.

So many competing ideas for nutrition, weight loss, exercise, longevity. I might summarize - “Every day u should breathe hard (exercise) and feel hunger (nutrition).”

The BeeGees. youtu.be/I_izvAbhExY

The All-In Podcast @jason Bill Gurley

Pod. bit.ly/alline141yt

Tricky moment in software forecasting between “cloud optimizations” and accelerating new AI workloads. Heard from Adam Selipsky this week big customer cut 13% as part of optimizations and re-allocated into hundreds of new AI workloads. As usual - grt weekly analysis by Jamin.

Get yourself a little Casa Dragones and sip away this week end listening to this one. @jason + Rich Barton. 💥💥💥🙏🏼🙏🏼🙏🏼

In some senses I appreciate your analysis - like when you go on X and confidently hallucinate more than ChatGPT. While I aspire to be Bill Gurley that was his argument / quote not mine. Sadly tho I think you mis his point as well. Keep up the good work.

Despite San Fran and CA gov’t best effort to shoot the Golden Goose, Founders and innovation continue to WIN big in SF / Silicon Valley. Fix gov’t and it will be even more 🔥🔥. America’s competitive advantage in entrepreneurial capitalism is deeply under-appreciated. 🇺🇸🚀

Invest America - an investment acct for each of the 3.7 M children born annually in 🇺🇸 is catching 🔥. Looking for Lead Producer ASAP who helps design mobile web / video / tiktok / IG for the campaign. When every kid has skin in the upside of America we all win. 🇺🇸🇺🇸💪💪🚀🚀

1/ Grt The All-In Podcast. Think Jcal off mark - Oliver Anthony Music is not talking about Big Tech - clearly an attack on Washington DC / politicians - the “rich men north of Richmond” - who are letting ordinary folks down. A common feeling the system is rigged against them. Chamath Palihapitiya

2/ “I wish politicians would look out for “miners” - and not just “minors” on an island somewhere. $38 B in foreign aid just in 2023 would pay for 10 yrs of Invest America giving every child born (nearly 38 M citizens) an investment account in America’s upside. #choices 🇺🇸💪

“I wish politicians would look out for “miners” - and not just “minors” on an island somewhere.” $38 B in foreign aid in 2023 would pay for 10 yrs of Invest America giving every child born (nearly 38 M) an investment account in America’s upside. #choices Oliver Anthony Music 🇺🇸💪

Grinding out unique insights on a Saturday night. Passion. That is how we win. Happy to be on the same team Freda. #altimeterculture

Invest America. While looking for a producer, my Partner Pauline Yang banged this out Sat morning using a few AI tools. Script by claude.ai. Audio by ElevenLabs. Video editing by Descript. AI will democratize & unleash creativity. Basically free. 🇺🇸

Prop 47 changed incentives for stealing. Made it “less” of a crime. Live videos on social media emboldened the copy cats. Turns out Munger was right - incentives matter. Most voters reminded that public safety is Job 1.

Despite the chirping over Twitter rename, Elon Musk looking like brand genius. X has no baggage. Massively extensible. “Tucker on X”. X.AI. Space X. Teasing X phone / laptop. Has any single person in history garnered more free impressions for his brands?!