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.
Episodes
(0:00) Bestie intros!
(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI
(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?
(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?
(51:44) Dog Corner!
(59:56) China's major AI breakthrough: lithography, impact on the AI race?
(1:19:43) Are the rest of the Besties movin...
(0:00) Tucker joins the besties!
(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery
(25:40) What's behind the rise of Nick Fuentes and America First?
(49:13) Understanding the Anti-AI sentiment
(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel
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(0:00) Bestie intros
(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share
(28:14) David Sacks vs. New York Times
(51:24) New poverty line, America's slow descent into socialism
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(0:00) Molly Bloom joins the besties live in Las Vegas!
(1:48) Did Jason actually play in "Molly's Game"?
(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game
(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie
(31:10) Best celebrity poker players, high-stakes poker archetypes, and more
(34:31) Sales c...
(0:00) Bestie intros LIVE from The Venetian Las Vegas
(1:13) Epstein Files breakdown
(10:06) Biggest Epstein questions: where did his money come from?
(14:44) Tether's booming business
(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026
(35:25) Google's Gemini 3 and TPU breakthrough
(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO
(48:57) Alan Keating joins the show to ta...
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
(0:00) Michael Burry's big short against AI
(12:00) Why Palantir is so richly valued vs other tech companies
(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
(36:18) H-1B debate flares up again after Trump's comments on Fox News
(42:37) Science Corner: Solar storms, coronal mass ejection, risks
(51:14) Rich...
(0:00) Brad Gerstner joins the show!
(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI
(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
(36:47) Holiday party announcement! allin.com/events for ...
(0:00) Introducing Ari Emanuel
(1:03) Ari's background in the content business and Hollywood
(4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products
(9:21) AI's impact: anticipating the 3-day workweek
(12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership
(18:20) How he got a fighter's reputation, relationship with Michael Ovitz...
(0:00) Introducing Tareq Amin
(0:39) Saudi Arabia's evolution, Humain's business
(8:11) How Humain works with foundational model providers
(13:14) Saudi's energy and talent advantages, the AI race in the Middle East
(18:11) Working in the era of MBS, Vision 2030
(21:40) How Saudi manages their relationships with the US and China
(23:51) Sacks on the US-Saudi AI alliance
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(0:00) Introducing Paul "Triple H" Levesque
(0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock
(5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey
(8:43) WWE vs UFC: Why they are opposites, star building
(11:21) Physicality of the WWE and how they support wrestlers
(14:13) The business of the WWE: using stream...
(0:00) Disgraziad Corner: The most disgraceful things of the week!
(3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately
(11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias
(24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet
(42:49) Tesla vote on Elon's compensation, would he ...
(0:00) Chamath and Jason welcome Pete Buttigieg
(1:31) Why the Democrats lost tech
(6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market
(23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending
(33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties
(40...
(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado
(4:27) Venezuela before and after Chavez
(15:25) Why María got involved in politics and why she was expelled
(24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing
(31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet"
(39:30) Presidential run, election fraud, how di...
(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics
(0:43) John's history, how he got into physics
(4:54) Explainer on quantum mechanics
(22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize
(30:37) Understanding qubits, the state of quantum computing, and the impact of AI
(40:56) US vs China in quantum, reactions to winning the Nobel Prize
Learn more about the 2025 Nobe...
(0:00) Bestie intros!
(1:02) CA Billionaire Tax
(17:00) Major NBA gambling scandal
(29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans
(49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists"
(1:03:54) Study shows AI bias
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(0:00) Chamath and Jason welcome Senator Joe Manchin!
(4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats
(19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president
(28:12) Why socialism is on the rise in America, entitlement culture
(37:06) Importance of term limits in Congress, Joe's favorit...
(0:00) Introducing Jan Sramek
(0:51) How California Forever is building America's next great city
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(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area
(3:35) State of crime in SF, do they need the National Guard?
(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?
(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history
(52:59) AI PR crisis...
(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation"
(0:38) Why he chose this time period
(3:22) The setup: what led to the 1929 crash
(19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025?
(26:21) Role of journalist vs market participant; characters of the 2025 marke...
(0:00) Introducing Orlando Bravo
(1:53) Orlando's history, Puerto Rico origins, how he got into private equity
(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising
(9:01) Role of PE in the American economy, public perception, underwriting AI risks
(15:23) Deal pricing philosophy, acquiring Boeing's avionics business
(19:24) Thoma Bravo's operating playbook after acquiring a company
(26:16)...
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