Poke | All-In Podcast

1

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

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2

AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

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3

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

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4

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

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5

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

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6

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

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7

Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

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8

Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

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9

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

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10

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

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11

ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

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12

AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

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13

Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

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14

Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

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15

Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

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16

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

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17

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

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18

Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

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19

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

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20

DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

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21

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

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22

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

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23

Fixing the American Dream with Andrew Schulz

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24

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

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25

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

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26

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

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27

JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

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28

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

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29

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

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30

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

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31

Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

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32

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

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33

2025 Predictions: Tech, Business, Media, Politics!

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34

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback

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35

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC

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36

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

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37

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

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38

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

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39

Trump wins! How it happened and what's next

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40

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

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41

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

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42

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

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43

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

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44

Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris

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45

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

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46

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

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47

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

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48

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

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49

Massive jobs revision, Kamala wealth tax, polls vs prediction markets, end of race-based admissions

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50

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

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51

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

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52

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

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53

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

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54

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

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55

Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

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56

Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

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57

Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

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58

In conversation with President Trump

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59

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

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60

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

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61

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

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62

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls

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63

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

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64

Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues

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65

Sheryl Sandberg, plus open-source AI gene editing explained

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66

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

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67

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

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68

E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

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69

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

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70

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

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71

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

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72

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

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73

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

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74

E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown

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75

E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more

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76

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

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77

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

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78

E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

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79

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

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80

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more

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81

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

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82

E160: 2024 Predictions! Markets, tech, politics, and more

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83

E159: The Bestie Awards! Recapping the best and worst of 2023

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84

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

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85

E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more

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86

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

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87

Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more

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88

In conversation with Dean Phillips

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89

Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

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90

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

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91

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

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92

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

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93

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

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94

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

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95

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

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96

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

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97

In conversation with Chris Christie

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98

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

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99

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

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100

E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

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101

E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

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102

E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

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103

E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

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104

In conversation with Vivek Ramaswamy

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105

E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

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106

E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health

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107

E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

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108

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

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109

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

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110

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

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111

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

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112

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

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113

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

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114

E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more

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115

In conversation with Robert F. Kennedy Jr.

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116

E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more

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117

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion

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118

E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

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119

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

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120

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

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121

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

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122

E120: Banking crisis and the great VC reset

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123

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

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124

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

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125

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

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126

E116: Toxic out-of-control trains, regulators, and AI

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127

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

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128

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

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129

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

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130

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

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131

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

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132

E110: 2023 Bestie Predictions!

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133

E109: 2022 Bestie Awards Live from Twitter HQ

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134

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

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135

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

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136

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

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137

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

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138

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

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139

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

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140

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

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141

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

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142

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

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143

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

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144

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

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145

E97: SPAC updates, public/private market overview, Putin's end game & more

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146

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

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147

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

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148

E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

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149

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

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150

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

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151

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

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152

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

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153

E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

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154

E88: First principle politics, China chaos & outlook, state of private/public markets & more

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155

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

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156

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

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157

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

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158

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

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159

E83: Market slide continues, and how to address Uvalde

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160

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

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161

E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

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162

Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more

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163

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

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164

E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein

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165

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

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166

E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong

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167

E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

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168

E76: Elon vs. Twitter

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169

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

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170

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

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171

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

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172

E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

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173

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

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174

E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

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175

E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more

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176

E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

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177

E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen

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178

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

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179

E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

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180

E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more

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181

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

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182

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

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183

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

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184

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move

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185

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

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186

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

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187

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

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188

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

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189

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

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190

E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more

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191

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

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192

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

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193

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

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194

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more

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195

Balaji Srinivasan: role of decentralization, China/US breakdown & more

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196

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more

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197

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more

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198

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

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199

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

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200

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more

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