All-In with Chamath, Jason, Sacks & Friedberg
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All-In with Chamath, Jason, Sacks & Friedberg
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Πρόσφατα Επεισόδια
390 επεισόδια
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
(0:00) Besties are back!
(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns
(29:16) The AI regulatory c...
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
(0:00) Chamath explains the Best Ideas format
(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts
(13:07) Bornite Capital...
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
(0:00) PA Senators Fetterman and McCormick join the Besties
(0:33) Bipartisanship in 2026, rejecting extremism
(6:37) All-time unpopularit...
Dan Dreyfus: America's Critical Minerals Crisis is Here
(0:00) Dan Dreyfus Presents: The Future of Critical Minerals
(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks
(5:4...
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
(0:00) Bill Maris joins the Besties!
(0:33) Four critical lessons from a career in technology
(5:58) Building Google Ventures with data an...
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!
(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!
(0:47) Secondary Markets are Booming & Competing with IPOs
(3:10)...
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!
(2:05) Both CEOs on going public: Impact on employees, c...
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
(0:00) Dan Loeb joins the Besties!
(0:34) Investor journey: From message boards to a multibillion dollar hedge fund
(3:15) Third Point's e...
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
(0:00) Coatue's Thomas Laffont joins the Besties!
(0:30) Public markets are back as AI is dominates the "Unicorn Economy"
(5:15) The $4T A...
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
(0:00) Bill Ackman joins the show!
(0:30) Evolving investment philosophy: What's changed over 20 years?
(4:40) AI: Greatest time to build...
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
(0:00) OpenAI CFO Sarah Friar joins the show!
(0:31) How OpenAI thinks about its IPO timeline
(3:31) OpenAI, Anthropic, Google: The AI arm...
Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?
(0:00) Bill Gurley joins the show!
(6:00) Making yourself valuable in the age of AI, first class of "AI Natives"
(17:37) Reacting to Pope...
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
(0:00) Gavin Baker joins the show!
(0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability
(12:42) Why Americans have turned...
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
(0:00) Salesforce CEO Marc Benioff joins the show!
(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the...
Charles & Chase Koch on How They Quietly Built a $150B Empire
(0:00) David Friedberg welcomes Charles & Chase Koch
(1:04) Koch Inc. Overview: Scale, Business Lines & History
(2:21) Building the Busine...
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
(0:00) Spencer Pratt vs. the Machine
(3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
(0:00) Bestie intros! Thoughts on the LA mayor election
(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insan...
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
(0:00) Bestie intros
(3:05) OpenAI misses targets, Codex gains on Claude
(20:02) AI cybersecurity: a market that's about to explode
...
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor
(8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possibl...
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
(0:00) Bestie intros!
(4:55) SpaceX-Cursor deal, compute as leverage
(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?
(46:20...
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
(0:00) Bestie intros: Travis Kalanick joins the show!
(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC
(11:23) OpenAI's i...
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
(0:00) Bestie intros: Brad Gerstner joins the show!
(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
(0:00) Jason intros PA Governor Josh Shapiro
(1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud
...
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens
(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup
(...
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
(0:00) Bestie intros!
(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
(21:00) 2026 IPO explosion, OpenAI d...
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic...
Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)
(0:00) David Friedberg intros Bryan Johnson
(0:54) Why Bryan Johnson did 5-MeO-DMT
(12:56) What brain scans actually show
(18:36) Ps...
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
(0:00) Intro live from Nvidia GTC
(0:37) CoreWeave CEO, Michael Intrator
(32:58) Perplexity CEO, Aravind Srinivas
(1:07:11) Mistral...
How Matt Mahan Thinks He Can Save California
(0:00) Matt Mahan: Why He's Running for Governor
(1:51) How California Went From Bad to Worse
(12:05) Public Sector Unions & Lobbying in S...
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
(0:00) Jensen Huang joins the show!
(0:26) Acquiring Groq and the inference explosion
(8:53) Decision making at the world's most valuable...
John Fetterman: The Rogue Democrat Who Broke Party Ranks
(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts
(1:08) The broken Democratic Party: TDS, what he stands for, why the p...
Travis Kalanick & Michael Dell Live from Austin, Texas
(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on
(5:52) How to automate the physical world, markets to go afte...
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
(0:00) The Besties welcome Brad Gerstner!
(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms
(19:18) Off ra...
Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig
(0:53) Atkins on how US markets have changed over his 40 year career...
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
(0:00) The Besties welcome legendary Harvard professor Graham Allison
(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation,...
Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
(0:00) Jason intros Prince Reza Pahlavi
(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return
(8:53) Trump'...
Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael
(0:00) The Besties welcome Under Secretary of War Emil Michael
(2:30) US war with Iran: Bigger picture and why now?
(13:16) Trump's new ap...
Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
(0:00) Friedberg Introduces Ray Dalio
(1:29) 5 Forces That Will Decide America's Future
(7:26) Why Government Reform Is Nearly Impossible<...
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
(0:00) Bestie intros
(1:22) Claude's hit list, SaaS crash, and Citrini's AI letter
(30:39) Why Doomer narratives are more popular, valuabl...