Best Chamath Podcasts (2024)

1
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI 1:23:23

32m ago1:23:23

1:23:23

(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 advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, an…

1
US Election Aftermath & Private Credit with Mark Bayley from Kapstream 33:30

3h ago33:30

33:30

This week we welcome back Mark Bayley, Portfolio Manager at Kapstream Capital to the Fixated podcast to discuss the post-US Election market reactions and explore the fascinating Private Credit asset class. We look at how Private Credit fits into an investor’s portfolio, the importance of understanding fees, and what investors should be looking for.…

1
AI Transparency and Human Rights with Christabel Randolph of the Center for AI and Digital Policy 39:03

1h ago39:03

39:03

In this episode, Christabel Randolph shares her expertise on AI governance and policy development, drawing from her extensive experience as a licensed attorney in law and technology. She discusses the three core pillars of AI transparency: training data transparency, system logic transparency, and output reliability. The conversation explores the e…

1
AI and National Security: A Strategic Framework with Patricia Cogswell of Guidehouse 39:23

1d ago39:23

39:23

Patricia Cogswell brings her extensive experience in homeland and national security to discuss the critical role of AI in addressing mission-critical challenges. With over 28 years of experience spanning the White House, Department of Homeland Security, and Department of Justice, she offers unique insights into the practical implementation of AI so…

1
Trump wins! How it happened and what's next 1:43:28

6d ago1:43:28

1:43:28

(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 Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win Hou…

1
AI Governance and Public Trust: Insights with Adrian Brown of Center for Public Impact 39:57

8d ago39:57

39:57

Adrian Brown joins this episode to share his extensive expertise on the government's evolving role in AI development and implementation. Drawing from his experience at the Center for Public Impact, he outlines the four critical functions the government must serve: developer, user, regulator, and sense-maker of AI technologies. The conversation delv…

1
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election! 1:30:52

12d ago1:30:52

1:30:52

(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 huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted in…

1
AI Perspectives: Misinformation, Government Policy, and Content Authentication - A Round-up Episode 28:44

16d ago28:44

28:44

In this carefully curated round-up episode, we explore the multifaceted challenges and opportunities presented by artificial intelligence through the lens of three industry experts. The episode begins with Alex Fink, CEO and Founder of Otherweb, who delves into the prevalence of AI-generated content online and discusses innovative approaches to com…

1
Why transparency matters in private credit with Andrew Thomson from CFMG 23:16

18d ago23:16

23:16

Private credit has undergone a real renaissance in recent times both in Australia and around the world. CFMG Capital’s Andrew Thomson joins us again to lift the lid on what is driving so much investor interest in this asset class. One of the big concerns of investors about private credit has been the interconnected relationships between manager and…

1
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks 1:36:43

19d ago1:36:43

1:36:43

(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Electi…

1
AI Ethics and Global Governance: A Conversation with Wendell Wallach 37:27

28d ago37:27

37:27

In this illuminating episode, Wendell Wallach shares his unique journey from 1960s activism to becoming one of the pioneers of AI ethics. Drawing from over two decades of experience, he offers valuable insights into how the field has evolved from early discussions about transhumanism to today's pressing concerns about AI governance and safety. Wall…

1
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY 1:18:44

26d ago1:18:44

1:18:44

(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring Expedia (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI (1:11:10) Lawfare from the California Coastal Commission F…

1
The AI Human Paradox: Balancing Innovation and Oversight with Bruce Randall 35:17

1M ago35:17

35:17

In this enlightening episode of AI, Government, and the Future, host Marc Leh engages in a thought-provoking conversation with Bruce Randall, Executive Member at International LEAP Network. Bruce, with his extensive background in cloud computing, AI, and cybersecurity, offers valuable insights into the evolving landscape of AI in government and bus…

1
JD Vance | All-In Summit 2024 46:24

1M ago46:24

46:24

(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 have certified the election in 2020? (12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs (19:35) Political realignment: Dick Cheney endorses Kamala Harr…

1
The Future of Hybrids with Brad Newcombe from Fixed Income Solutions 22:15

1M ago22:15

22:15

ASX listed hybrids have been a consistent source of income for decades. Is APRA’s proposal to phase them out likely to go ahead? Where else can investors get similarly high yields? Brad Newcombe from Fixed Income Solutions has followed the hybrid market for more than 25 years and gives us his views.

1
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey 1:24:19

1M ago1:24:19

1:24:19

(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The Jayter's Ball (38:53) Google antitrust update: DOJ is going for a breakup (53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs (1:03:44…

1
AI in Political Advocacy: Transforming Lobbying & Government Relations with Laura Carr & Eric Davis 38:18

1M ago38:18

38:18

In this enlightening episode of AI, Government, and the Future, host Max Romanik engages in a thought-provoking discussion with Laura Carr and Eric Davis, the co-founders of USLege, about the transformative impact of AI on political advocacy and lobbying. Laura and Eric share their journey from recognizing the challenges in accessing and processing…

1
Elon Musk | All-In Summit 2024 1:04:17

1M ago1:04:17

1:04:17

(0:00) Announcement from Friedberg (0:24) Besties intro Elon Musk! (1:23) The Battle of Free Speech (10:24) Potential government efficiency agency (27:45) SpaceX updates, overreaching regulations (36:10) Thoughts on Boeing's culture (38:27) The 80/20 AI Future (54:03) Elon and Jason share unaired SNL skits Follow Elon: https://x.com/elonmusk Follow…

1
In conversation with Mark Cuban 2:06:28

1M ago2:06:28

2:06:28

(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 with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party nominations: Kamala vs. Trump (49:18) Biden's performance as President: what he got right and wrong (55:45)…

1
Leveraging AI for Public Policy Advocacy with Alex Wirth, Co-Founder & CEO of Quorum: Episode Rerun 34:29

1M ago34:29

34:29

Alex Wirth, Co-Founder and CEO of Quorum joins this episode of AI, Government, and the Future by Alan Pentz to discuss the impact of AI on public policy advocacy. They explore how Quorum uses AI to track and analyze political and regulatory processes, and the potential for AI to automate tasks and enhance decision-making. They also address concerns…

1
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024 54:27

2M ago54:27

54:27

(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 goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding the escalatory path to nuclear war (36:08) India's growing role; are China's wounds self-inflicted? …

1
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war 1:35:49

2M ago1:35:49

1:35:49

(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS incumbents? (40:41) Implications from OpenAI's for-profit conversion (49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI? (1:09:05) Blue collar boom: trades are becoming more popular with young …

1
AI-Driven Global Trade and Supply Chain Management with Peter Swartz of Altana 37:42

2M ago37:42

37:42

In this enlightening episode of AI, Government, and the Future, host Marc Leh engages in a thought-provoking discussion with Peter Swartz, co-founder and chief scientist at Altana. Peter shares his journey in the field of AI and global trade, explaining how Altana leverages AI to provide unprecedented visibility into complex global supply chains. T…

1
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala 1:24:50

2M ago1:24:50

1:24:50

(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both? (17:35) AI is coming for call centers; how agent training works (33:41) US government wasting $50B for rural internet and EV charging stations (47:10) Reflecting on some rough years in VC: is the model broken? (1:07:18) Reacting to the first…

1
Navigating AI Policy: Balancing Innovation and Regulation with Adam Thierer 50:24

2M ago50:24

50:24

In this episode of AI, Government, and the Future, host Max Romanik engages in an insightful conversation with Adam Thierer, Senior Fellow at the R Street Institute and a veteran in technology policy with over three decades of experience. The discussion delves into the complex world of AI policy, drawing parallels between the early days of internet…

1
What matters in the US, Asian and Australian markets right now with Thomas Poullaouec from T. Rowe Price 35:10

2M ago35:10

35:10

It’s rare to get strategic vision from a global asset strategist and we’re proud to bring you this interview with regular FINA contributor, Thomas Poullaouec. We ask, will there be a hard or soft landing? Does the US election matter? Is there more to run in US and Australian equities? What are Poullaouec’s views on fixed income sub asset classes? D…

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