All-In with Chamath, Jason, Sacks & Friedberg · 2025-10-08 · 27 min · 4,664 words

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

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

For people who don't know who he is, please give us an introduction to Joe Satt. 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 this year, adding about 100 billion to the stock's value. You have to have a growth mindset when you compete. Ladies and gentlemen, please welcome Joe Sy. Hey. My man, good to see you.

Good to see you. Good to see you, brother. Joe, how are you? Good to see you. David, how are you?

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