Skip to content
All-In PodcastAll-In Podcast

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

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribing of amphetamines to children Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/theallinpod/status/1568294657632907268 https://www.youtube.com/watch?v=FfJv9QYrlwg https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html https://twitter.com/aaronjmate/status/1566484400224993280 https://www.nytimes.com/2022/06/25/us/politics/commandos-russia-ukraine.html https://www.nytimes.com/2022/05/04/us/politics/russia-generals-killed-ukraine.html https://www.washingtonpost.com/national-security/2022/05/05/us-intelligence-ukraine-moskva-sinking https://www.npr.org/2022/03/26/1089014039/biden-says-of-putin-for-gods-sake-this-man-cannot-remain-in-power https://www.foxcarolina.com/2022/03/04/sen-lindsey-graham-calls-russians-assassinate-putin https://www.npr.org/2022/05/10/1097883083/how-the-u-s-aid-to-ukraine-is-taking-shape https://outrider.org/nuclear-weapons/articles/how-us-lost-russia-and-how-we-can-restore-relations https://twitter.com/GavinSBaker/status/1567676547087192066 https://www.wsj.com/articles/kim-kardashians-latest-business-venture-private-equity-11662543001 https://www.nytimes.com/2022/08/27/health/teens-psychiatric-drugs.html #allin #tech #news

Jason CalacanishostDavid FriedberghostChamath Palihapitiyahost
Sep 10, 20221h 15mWatch on YouTube ↗

Episode Details

EPISODE INFO

Released
September 10, 2022
Duration
1h 15m
Channel
All-In Podcast
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribing of amphetamines to children Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/theallinpod/status/1568294657632907268 https://www.youtube.com/watch?v=FfJv9QYrlwg https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html https://twitter.com/aaronjmate/status/1566484400224993280 https://www.nytimes.com/2022/06/25/us/politics/commandos-russia-ukraine.html https://www.nytimes.com/2022/05/04/us/politics/russia-generals-killed-ukraine.html https://www.washingtonpost.com/national-security/2022/05/05/us-intelligence-ukraine-moskva-sinking https://www.npr.org/2022/03/26/1089014039/biden-says-of-putin-for-gods-sake-this-man-cannot-remain-in-power https://www.foxcarolina.com/2022/03/04/sen-lindsey-graham-calls-russians-assassinate-putin https://www.npr.org/2022/05/10/1097883083/how-the-u-s-aid-to-ukraine-is-taking-shape https://outrider.org/nuclear-weapons/articles/how-us-lost-russia-and-how-we-can-restore-relations https://twitter.com/GavinSBaker/status/1567676547087192066 https://www.wsj.com/articles/kim-kardashians-latest-business-venture-private-equity-11662543001 https://www.nytimes.com/2022/08/27/health/teens-psychiatric-drugs.html #allin #tech #news

SPEAKERS

  • Jason Calacanis

    host
  • David Friedberg

    host
  • Chamath Palihapitiya

    host
  • Narrator

    other

EPISODE SUMMARY

In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more explores europe’s Energy Crisis, Ukraine War Endgame, And Influencer Power Shift The hosts open with lighter banter about celebrity roasts, conferences, and media attention on the All-In Podcast before turning to serious geopolitical issues. They spend significant time on Europe’s deepening energy crisis, linking it to Russia’s war in Ukraine, past European energy policy decisions, and the political consequences facing EU leaders. They argue that Europe’s dependence on Russian gas, coupled with anti-nuclear sentiment and climate politics, has created a severe vulnerability that may force a negotiated settlement with Russia this winter. The conversation then shifts to the rise of influencers as dominant consumer brands, Kim Kardashian’s new PE firm, and a broader thesis that content-driven distribution will upend traditional CPG and advertising models, ending with plugs for portfolio companies and concerns over over-prescription of ADHD and antidepressant drugs to children.

RELATED EPISODES

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom

Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Get more out of YouTube videos.

High quality summaries for YouTube videos. Accurate transcripts to search & find moments. Powered by ChatGPT & Claude AI.

Add to Chrome