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

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

All-In with Chamath, Jason, Sacks & Friedberg

August 25, 2023

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk?
Speakers: Jason Calacanis, David Friedberg, David Sacks
**Jason Calacanis** (0:00)
Sultan of Science, what's going on? Are you still riding high after your big NASA Zoom interview?
Your space station Zoom interview?

**David Friedberg** (0:06)
That was really fun. Shout out to Woody Hoburg from the International Space Station, astronaut, Cal alumni.
Woody listens to the pod on the ISS while he works out. The astronauts work out. He said two hours and 15 minutes every day to, obviously your body can atrophy, you got to work out a lot. And he's like, when he's working out, he listens to old episodes of the All In Pod. A buddy of his put him on to it, he's become a big fan.

**Jason Calacanis** (0:30)
Right on, shout out to Woody.

**David Friedberg** (0:31)
Yeah, I got a DM from NASA astronauts. I thought it was like some sort of scam or something.
I clicked on it because I follow NASA astronauts. They DM me and I'm like, what? This astronaut wants to chat? That's so crazy. I looked the guy up, seems legit. He's following me on Twitter. So we did a Zoom call yesterday and I put it on Twitter. The call I did with him is really fun. Honestly, like a thrill for me.
An amazing individual. This guy got his PhD at Cal in computer science, did a thesis on convex optimization applied to aerospace engineering, became a professor at MIT for three years and applied to the astronaut program and got in.
Fast forward, 2023 in March, he is the pilot of the crew six mission, the SpaceX crew six mission to the ISS. And he's been on the ISS since March and he's coming back in a couple of days. An incredible individual, amazing story. It was super fun to chat with him.

**Jason Calacanis** (1:26)
I don't think I've ever seen you smile or be more excited about anything. You look absolutely ecstatic.

**David Friedberg** (1:34)
Oh, it was amazing.

**Jason Calacanis** (1:35)
Did he have any comments on Uranus? Any thoughts on Uranus or no?

**David Friedberg** (1:40)
We didn't get there.

**Jason Calacanis** (1:41)
You didn't get to Uranus?

**David Sacks** (1:42)
Jake Al you blew that. Let's try that again. You wanna try again?

**Jason Calacanis** (1:45)
You take a swing at it.

**David Sacks** (1:46)
Let me take a shot this. Friedberg, so did he talk about going to the moon?

**David Friedberg** (1:49)
Yeah, he's actually on the Artemis mission.

**David Sacks** (1:51)
And what about Uranus?

**David Friedberg** (1:55)
We didn't get that far. We didn't get that far.
It was the first date, it was only 20 minutes, guys.

**Jason Calacanis** (2:00)
Oh, it was the first date in 20 minutes? Did he go for Uranus?

**David Friedberg** (2:03)
Hey.

**Jason Calacanis** (2:04)
Hey. I hear that we're trying to actually land on the south side of the moon, the dark side of the moon.

**David Friedberg** (2:11)
Yeah, so he's actually on that mission.

**Jason Calacanis** (2:13)
So would he have an opinion on the dark side of the moon or, I don't know, the dark side of Uranus?

**David Friedberg** (2:23)
Three for three or three for three, everybody.

**Jason Calacanis** (2:32)
Rain Man, David Sacks.
I just want to explain. Somebody was like, why are you bullying Jake out? Why are you bullying Friedberg? Chamath's bullying this person. He loves the attention. Our love language is breaking chops.
That's it. We like to laugh and take the piss out because everybody takes themselves too seriously. And then what's going on with the tequila? Are you guys serious about this? Cause now I'm getting-

**David Friedberg** (3:02)
No, don't talk about that right now.

**Jason Calacanis** (3:03)
I'm getting 50 emails a day with people about tequila.

**David Friedberg** (3:07)
All right, enough of that.

**Jason Calacanis** (3:08)
We'll talk about it later.

**David Sacks** (3:09)
I did run a poll asking people if they would try an all in tequila, and the poll had nearly won.

**Jason Calacanis** (3:14)
And then I ran a poll asking what the most they'd ever spent on a bottle was.
If you price it around 200 bucks, you can really maximize the demand. I think the demand maximizing function is probably around $180, $190 a bottle.

**David Friedberg** (3:28)
You do not need a majority of people to want to buy your tequila. You just need enough that are willing to pay the right price.

**David Sacks** (3:33)
No, I agree. I was just trying to see how much interest there'd be out there. And in this poll, I think it was 41% said they would try it, 40% said they wouldn't.
And then the remainder was this kind of, show me the answer.

**Jason Calacanis** (3:46)

107 more minutes of transcript below

Feed this to your agent

Try it now — copy, paste, done:

curl -H "x-api-key: pt_demo" \
  https://spoken.md/transcripts/1000651996090

Works with Claude, ChatGPT, Cursor, and any agent that makes HTTP calls.

From $0.10 per transcript. No subscription. Credits never expire.

Using your own key:

curl -H "x-api-key: YOUR_KEY" \
  https://spoken.md/transcripts/1000625724353