Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

张一鸣谈中美竞争、人工智能的未来、篮网/自由人队的所有权,凯特琳·克拉克的重大影响

All-In with Chamath, Jason, Sacks & Friedberg

2025-10-08

27 分钟
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单集简介 ...

(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing corporate culture at Alibaba's scale, Nets predictions (23:17) AI adoption, job anxiety, and AGI views in China Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - https://www.polymarket.com/ Follow Joe Tsai: https://x.com/joetsai1999 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
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  • For people who don't know who he is, please give us an introduction to Joe Sack.

  • He's the owner of the Nets, and he's now chairman of Alibaba.

  • We like innovation from the bottom up.

  • Alibaba just dropped their secret weapon, Quinn 2.5 Max.

  • Alibaba surged 14.5% overnight, beat estimates on nearly every metric.

  • A massive rally alone is adding about 100 billion to the stock's value.

  • You have to have a growth mindset when you compete.

  • Please welcome Joe Sy.

  • Hey, man.

  • Good to see you.

  • Good to see you, brother.

  • Joe, nice to see you.

  • How are you?

  • Good to see you.

  • How are you?

  • The Brooklyn Nets.

  • Brooklyn Nets.

  • And the New York Liberty.

  • And the New York Liberty, exactly.

  • It's not easy running a team, is it?