Learning not to trust the All-In podcast

The one that I always remember is how they shilled for Solana immediately before it crashed hard. (I have never had any position in any crypto)

I feel like their show has an implicit subtext where you’re expected to understand when they are lying. You get to feel smart by recognizing when they’re just talking their book.

The tricky question is whether there is any value in the podcast besides understanding their book.

I think you’re exactly right, it’s a show for insiders to know what these 4 people think so the next time they directly or indirectly encounter them they are known quantities. Its masked as news & informative media but its principally brand marketing for these 4 people and their funds & companies.

> I think you’re exactly right, it’s a show for insiders to know what these 4 people think so the next time they directly or indirectly encounter them they are known quantities. Its masked as news & informative media but its principally brand marketing for these 4 people and their funds & companies.

I use it as a 'weight' of sorts when dealing with topics i know about, mainly Bitcoin and AI since I'm involved both those spaces--they really have a limited grasp about some basic concepts, and when you realize that Chamath (the biggest winner of the 4) has a very limited grasp about bitcoin, and admitadly cannot even grasp basic things like how to self-custody you start to realize why these guys are so scummy and him being called the SPAC-King is not a highly regarded moniker at all.

Admittedly, they did call the top on the '22 crypto winter, mainly becauwe I think they had already sold all f thier holdings and were looking for a sale--see Chamath's portfolio where BTC and Grok are his best performers

I don't want to to talk about Sacks or Kraft because his proximity to trump will now make him a defacto king-maker and make everything he touches seem like it was a well thoughout plan, as he was the one who ushered the SV/VC crowd to embrace Trump after Theil et al had laid the ground in true Paypal mafia style.

They are entertainment, the same way Cramer from MSNBC is, but what it does reveal is the narrative they want to push: what you glean from that is entirely up to you, inverse Cramer made a real killing for a bit on WSB. My real questions is what the depth will these Musk boot-lickers go, and who buys 1k+ tickets in order to go to these events? It's probably teh smae who will lie to your face that Twitter was a wild success despite having lost almost all of it's vaklue when this 'genius' CEO (who is now supposed to be in Government in the Trump cabinet) exposed himself to be the absolute incompetent fraud that he is.

They are standard VCs who constantly hype the latest fads. I remember when the Apple Vision Pro was going to change the world overnight, according to All-In. Currently jcal loves to talk about forcing all his employees to use chatgpt as their default search engine. I'd be willing to bet that won't be the case anymore in 6 months. Still, I listen to them regularly because now and then I learn something genuinely useful.