Panel · Global & US
All-In
with Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg
Four investors arguing about markets, technology and politics every week — the closest thing to overhearing how prominent capital allocators actually talk to each other.
Why an angel should listen
All-In is a conversation between four people who invest at scale and who disagree with each other in public. That is its whole value proposition and it is a real one: you get to hear positions argued rather than presented, and the arguing exposes the reasoning that a polished interview would hide.
The relevance to an angel is that markets set your outcomes. Whether late-stage capital is abundant, whether the acquisition market is open, whether a sector is being re-rated — none of these are things you control and all of them decide whether your companies raise their next round. This show is a weekly read on that environment from people positioned to know.
It is worth listening to with a filter on. The hosts have large positions, strong political views and an interest in the narratives they promote, and the show does not pretend otherwise. Treat it as informed opinion from interested parties, which is exactly what it is and still useful.
Watch one
Start with this episode
SPAC talk with Chamath Palihapitiya, David Friedberg, David Sacks & Jason Calacanis | from Episode 7
An early-episode segment on a financing structure that was, at the time, being enthusiastically promoted. Worth watching precisely because you now know how that period ended — it is a free lesson in reading confident market commentary.
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Where to begin
Start with these
- Any recent episode — the show is about the current environment, so recency is the point.
- Episodes where the hosts disagree sharply. The consensus segments are less informative than the fights.
- The early episodes if you want to see how confidently stated market predictions actually aged.