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
(0:12) 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
Thanks to our partners for making this happen!
(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
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
(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)...
(0:00) Introducing Bryan Johnson
(0:46) Bryan takes the audience through a quick biological age test
(5:53) The single best longevity hack from all of his research
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 Dh...
(0:00) Introducing Cathie Wood
(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more
(9:23) Cathie's bull case for Bitcoin $1M
(11:38) Opening up access to innovation for retail
(14:32) Cathie explains Ark's strategies for bull and bear markets
(16:01) Thoughts on Elon's trillion-dollar pay package
Thanks to our partners for making this happen!
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