Wall Street, every mention
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every year anyone Chamath Palihapitiya 44David Sacks 35Jason Calacanis 25David Friedberg 12Scott Bessent 4Ro Khanna 3JD Vance 3Philippe Laffont 2Gavin Baker 2Changpeng Zhao (CZ) 2
Verbatim, from the transcripts: the passages where Wall Street comes up
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 51:13 Gavin Baker The over, whatever the Wall Street consensus is for 27, which I don't know, I'll take a, a 25 to 30% over on that, assuming that this regulation campaign doesn't succeed.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 10:37 Chamath Palihapitiya And when you go and present a business model to Wall Street, you need to have that certainty.
- ▶ 33:46 Chamath Palihapitiya And that should be their answer to Wall Street, which is guys, we have the best model.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 50:50 Chamath Palihapitiya And that eventually a bunch of these public market CFOs are going to show up to Wall Street and they will have missed earnings because they're up at some point if things are 21 xing every few months, somebody's going to miss a quarter.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:25 Jason Calacanis 10th is one of New York's richest districts, includes the West Village, all those townhouses, uh, Wall Street, Dumbo, Cobble Hill, Carroll Gardens, Park Slope.
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
- ▶ 1:21 Bill Maris When I was a, ah, fresh college graduate, I had a degree in neuroscience, ah, and I found myself on Wall Street, ah, somehow, managed to land a job there, but I was miserable, having to wear a suit, ah, and, ah, trudge to work in the heat,…
Bill Ackman: Here's What the Market is MISSING
- ▶ 20:47 Bill Ackman Howard Hughes is actually a really interesting company, but it's a business that Wall Street has not cared about for a long period of time. 2 times in the scene
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 27:51 Sarah Friar So now it's not just even about the data that resides there, but I always think about the, the intuition of like back when I worked on Wall Street, right, there was all the data in the world that told you
Epstein Deep Dive: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
- ▶ 1:10:43 Michael Tracey Um, highly proficient in mathematics as a young man, which is why he, part of why he became a math teacher at the Dalton school, a pretty prestigious private school in Manhattan, then ends up getting recruited to Bear Stearns, and ends up…
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- ▶ 18:32 Changpeng Zhao (CZ) So we thought, you know, we had all this wall street experience on, uh, wall street trading technology 2 times in the scene
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 1:10:13 Jason Calacanis Wall Street thinks Trump wants a weaker dollar to boost US manufacturing and exports.
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
- ▶ 40:00 Jason Calacanis Michael Douglas made this famous, remember Wall Street on the beach, making trades, and there was an amazing You Will commercial.
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
- ▶ 0:09 David Sacks We're excited to have you here and hear how things are going and what's ahead regarding the fiscal condition of the US government, the economic condition of the US economy, including how things are going for Wall Street and Main Street.
- ▶ 15:29 Jason Calacanis Wall Street, the tech industry, we've absolutely loved the results in year one. 5 times in the scene
- ▶ 43:25 Jason Calacanis We know wall street's going to be fine.
- ▶ 55:00 Scott Bessent I said, you know, I've talked about parallel prosperity, Wall Street, and Main Street. 3 times in the scene
Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- ▶ 14:32 Chamath Palihapitiya Wall Street values it at zero.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 43:20 Chamath Palihapitiya It used to be the case that as goes Main Street, so goes Wall Street or vice versa.
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- ▶ 28:28 Chamath Palihapitiya And so you go and you take that deal to Wall Street 2 times in the scene
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
- ▶ 14:05 Andrew Ross Sorkin You know, there's that great line in, um, it's, it's, it's Wall Street two, uh, where I think, uh, Michael Douglas says to Shia LaBeouf, I thought the second Wall Street was not as good as the first one, by the way, uh, says, says…
- ▶ 35:52 Andrew Ross Sorkin So I remember being down at like Zuccotti Park, Wall Street, Occupy Wall Street, all of this conversation we're having now about socialism versus capitalism, like that happened immediately.
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 49:55 Brad Gerstner If you look at that same chart I just showed you, that's not what Wall Street estimates are, right? 2 times in the scene
Multicoin Capital’s Kyle Samani on Internet Capital Markets
- ▶ 11:59 Kyle Samani Markets are no longer just going to exist in some silo on London or Wall Street.
Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
- ▶ 8:34 Dave Ricks We've told, we've told the street, expect single digit deflation in this category over time.
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- ▶ 56:16 David Sacks We're talking about situations like TARP, where you had all these Wall Street firms bailed out.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 1:25:21 Gavin Baker They're generally talked out of them by kind of, you know, their treasury secretary who generally came from wall street, but you know, they've been an animating feature of political discourse for 30 or 40 years.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 1:17:02 Chamath Palihapitiya Well, I first, I first started this because I, when I use X sometimes to, to, just to like sound off because it de-stresses me during the day, and like I'll troll people or whatever, and then I just did this, and I was so impressed that…
Sundar Pichai, CEO of Alphabet | The All-In Interview
- ▶ 3:14 David Friedberg I say it in jest because that's the talk of the town, the talk on Wall Street, the talk in Silicon Valley.
- ▶ 12:58 David Friedberg Do you feel that pressure on Wall Street and the board and, like, what's the tension that you feel as a leader in trying to manage this transition on the product, on the revenue model?
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 30:40 Philippe Laffont This is the beginning of American exceptionalism, because we've got Wall Street, we've got Silicon Valley, and we still got a pretty good government that at least tries to get stuff done.
- ▶ 1:24:31 Philippe Laffont So, uh, this fund in particular starts to be marketed by, uh, one of the wall street firms.
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 49:59 Chamath Palihapitiya A friend of mine is an incredibly well-respected banker on Wall Street, very senior guy, works at one of the big mainline banks.
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
- ▶ 2:46 Jason Calacanis There's been a massive sell-off on Wall Street, so the roller coaster ride continues. 2 times in the scene
- ▶ 11:59 David Sacks And that Wall Street would basically breathe a sigh of relief over that.
- ▶ 19:58 Ezra Klein And this was the common line from Trump allies on Wall Street.
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
- ▶ 53:09 Chamath Palihapitiya The Wall Street smart money thought this was a two hundred and fifty billion dollar event.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 44:16 Chamath Palihapitiya If you ask the sharp money on Wall Street, their numbers range from one hundred and seventy billion to three hundred billion on the revenue side.
The Shocking Truth About DC Spending & Corruption - Scott Bessent
- ▶ 13:32 Scott Bessent Well, it was always there, and you had these distributional aspects, because back to your question, Wall Street versus Main Street, that, you know, it was driving me crazy when Vice President Harris said, I'm going to fight for the middle…
Fixing the American Dream with Andrew Schulz
- ▶ 56:17 David Friedberg And I was like, man, Wall Street is so cool.
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 1:12:56 Jason Calacanis Is he willing to deal with the criticism from Wall Street?
Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
The All-In Holiday Spectacular
- ▶ 8:17 Chamath Palihapitiya Lena Khan has become the most aided and feared person on Wall Street.
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 1:15:57 Keith Rabois Like, I think Scott, actually, from everybody I've talked to, I don't know him, but I, I've interviewed about 10 or 12 people that are very successful on Wall Street, and every single one of them universally has a claim for him, and…
2024 Election Night Livestream with the Besties!
- ▶ 1:40:51 Steve Bannon If we don't draw the line in the sand and say, no, this was done, this was done to reform the Democratic Party and bring votes in, and also to help, quite frankly, the guys on Wall Street that wanted lower wages, the corporate,…
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- ▶ 29:08 David Sacks If wall street analysts asked you for your customer list and what the gap revenue is, you just want to be able to provide that.
- ▶ 1:00:43 David Sacks I mean, you had the very successful cost-cutting, which Wall Street liked.
JD Vance | All-In Summit 2024
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
- ▶ 1:06:51 Chamath Palihapitiya Non wall street speak.
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
- ▶ 38:51 David Sacks If he, if he was one of those apex predators on wall street, if he was one of those major hedge funds that donates a lot of money to the political elite, in other words, if he was a well-connected political player, I doubt anyone would be… 2 times in the scene
- ▶ 55:58 Chamath Palihapitiya A formal trading relationship with Wall Street, and you, you need to be of a certain size, and they go through a diligence process.
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
- ▶ 1:04:41 Jason Calacanis Revenue was up 9.1 1,000,000,011 percent year over year, but about forty million below Wall Street expectations. 2 times in the scene
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 31:29 Jason Calacanis One of the questions people are asking right now is, have we ever seen a company at this scale and the impact it's having, not just in technology, which Chamath just pointed out beautifully, but also it's having a huge impact on Wall…
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 51:09 Chamath Palihapitiya These are Wall Street jobs, hedge fund jobs.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 21:10 David Sacks The Wall Street analysts I've been listening to think that in five years, they're still going to have 60 something percent market share.
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 1:24:55 David Sacks They want someone to push back on wall street.
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- ▶ 30:46 Chamath Palihapitiya And I think when you flow through the probabilities and you apply it to these companies, largely because of their profitability and their ability to over earn and generate profits, I suspect that Wall Street is probably already involved…
- ▶ 41:51 David Sacks But if you looked at all the wall street analysts, including Sorkin there, they thought that these targets were unreachable.
E160: 2024 Predictions! Markets, tech, politics, and more
- ▶ 1:19:07 David Friedberg Tell me more about Wall Street.
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 49:26 Chamath Palihapitiya All of that is constrained as the, as the business of being on wall street has changed.
Tucker Carlson: State of America, leaving Fox News, Media Control, Politics, and more
- ▶ 17:55 Tucker Carlson There was bombings on Wall Street, like the whole, the Wobblies, the anarchists, like the foot soldiers that were immigrants, working class European immigrants, and part of the problem was there was a lot of immigrants, and I mean, Sacco…
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
- ▶ 1:04:03 David Sacks You know, when I saw the 4.9% number, I mean, the thing that occurred to me, the, the larger theme is that there's such a divergence right now between Main Street and Wall Street. 4 times in the scene
All-In Summit: In conversation with Vinod Khosla
- ▶ 31:53 Vinod Khosla Tell me, and there was clearly a change in Wall Street prices and valuations and all that.
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
- ▶ 58:42 David Sacks So, in terms of where things stand today, I think the consensus view of the street is that inflation is largely in the rear view mirror, it was down to three percent last month, and the bet now, I think,
- ▶ 1:01:31 David Sacks So the vultures on Wall Street are going to be looking to scoop up these projects.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 1:05:26 Jason Calacanis Oh man, you can rationalize a lot on Wall Street, man.
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
- ▶ 59:37 David Friedberg A guidance update like this of the scale where I think the, the street was looking for maybe a seven billion dollar guide and on revenue for this.
- ▶ 1:03:42 Chamath Palihapitiya The biggest cheerleaders of this first point of value creation has really been Wall Street and family offices that wanted to front run
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 8:58 Chamath Palihapitiya We being Silicon Valley and the people in Silicon Valley are the ones that are more circumspect than the folks on wall street or other areas. 2 times in the scene
- ▶ 50:35 Chamath Palihapitiya What has happened in the last 10 or 15 years because of Wall Street's influence inside of the pharma companies.
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
- ▶ 3:37 David Friedberg But what was really missing, which is what Wall Street needed to hear, what investors and shareholders needed to hear is what's the strategy there? 2 times in the scene
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
- ▶ 41:36 Chamath Palihapitiya The buyer are the sharpest sharps on Wall Street who will purposefully underbid these assets.
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 1:40 Jason Calacanis Hopefully, the sultan of science, who is, uh, on Wall Street today, uh, taking a company public.
- ▶ 43:31 Chamath Palihapitiya And the white line is what you tell Wall Street in terms of what you make on paper.
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- ▶ 1:19:39 Chamath Palihapitiya Do we think that David Solomon or any CEO of any major bank on Wall Street would put their job at risk running one of the 20 or 30 most important institutions in the financial architecture of the world to license a Whitney Houston song…
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 10:24 Chamath Palihapitiya I think all of the smart money in wall street that I talked to up until this point, they forecasted like this period would be choppy and the second half of the year would be really robust.
- ▶ 46:22 David Sacks And Gurley was a investment analyst on Wall Street before he then made the transition into VC.
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- ▶ 43:25 Chamath Palihapitiya Every time you do a plan, the industry, and I define the industry as every for-profit company and Wall Street and the debt markets, they refuse to underwrite this thing at a higher cost of capital.
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- ▶ 27:32 Chamath Palihapitiya And what happens now are the big bulge bracket, wall street banks and the nature conservancy.
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 1:57:43 Jason Calacanis What if every criminal on Wall Street said, cocaine is my defense?
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
- ▶ 1:06:31 Chamath Palihapitiya The second thing that they would probably say is there's an enormous amount of work that is never seen by Wall Street that explains how good our service is, whether that's, you know, in early iterations of 2 times in the scene
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
- ▶ 1:06:33 Chamath Palihapitiya I talked to a bunch of pretty smart sharps on Wall Street, and oh, two things.
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- ▶ 1:13:18 David Sacks It was the experts on Wall Street who said they could manage all these derivatives and the collateralized mortgage obligations and all that stuff that they lost control over.
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 9:11 David Sacks And only so they not have the capital to do those kinds of crazy deals anymore, but they know that Wall Street is watching them.
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
- ▶ 1:19:57 Chamath Palihapitiya Any fresh-faced twenty-five-year-old on Wall Street has clocked more private business hours
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- ▶ 1:08:50 David Sacks So the first one is wall street.
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 34:36 Chamath Palihapitiya This is where I think Wall Street has done a very poor job on behalf of retail. 4 times in the scene
#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
- ▶ 4:22 Glenn Greenwald Um, or as you said, the work Matt was doing on, you know, derivatives and the fraud on Wall Street.
E83: Market slide continues, and how to address Uvalde
- ▶ 24:58 David Sacks Basically, when he got back from Wall Street, remember he published that 2 times in the scene
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- ▶ 45:24 Chamath Palihapitiya To go to Wall Street to get the money. 2 times in the scene
Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
- ▶ 44:24 Chamath Palihapitiya Um, do you, do you, um, do you think that there's enough profit in those businesses to fund all this, or do you need Wall Street and other investors to come share the load with you?
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 16:12 David Sacks What Wall Street wants now is free cash flow.
E76: Elon vs. Twitter
- ▶ 14:36 David Sacks To borrow a line from wall street.
- ▶ 56:32 David Sacks There's Barbarians at the Gate and Wall Street, and you know, I tweet these things, and they get no likes, so I think people just don't watch old movies. 4 times in the scene
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
- ▶ 17:09 Jason Calacanis Just, you know, no guns, no violence, but we let how long did Occupy Wall Street last in downtown Wall Street and in Oakland and other places like a year or two, and you just wait them out and that's it.
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
- ▶ 59:12 Chamath Palihapitiya And the reason is, I talked to a bunch of folks on Wall Street over this past week, and they told me two things. 2 times in the scene
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
- ▶ 25:33 Chamath Palihapitiya In Wall Street, who are, uh, on the right and who will help these guys make very good decisions, even if they do it sort of, you know, quote, unquote, clandestinely, meaning they'll never be on the cover of helping them do a big M&A or…
- ▶ 33:59 Jason Calacanis There's a Wall Street, uh, speech. 2 times in the scene
Balaji Srinivasan: role of decentralization, China/US breakdown & more
- ▶ 25:10 Jason Calacanis Everybody was looking at China, starting venture firms there, uh, you know, embracing it, taking companies public, Wall Street, politicians, nobody saw this coming.
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
- ▶ 1:16:08 Jason Calacanis And then they went to Wall Street people and said, here's actually we'll sell you the data.
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