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: Recapping recent interviews and the state of American science
(3:31) China's Robot Olympics, Optimus update, Grok Bot
(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed
(33:32) Bessent gets called out by Druckenmiller for bond market interference
(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed
(1:15:00) CIA Chief visits Moscow, ...
(0:00) Eric Weinstein joins the show!
(03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat
(21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas
(41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos?
(52:49) Boom, Vroom, Zoom: Did stagnant ph...
(0:00) Michael Kratsios joins the show!
(01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain
(8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses
(13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated?
(22:24) Big bold bets: Genesis Mission...
(00:00) Besties are back!
(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash
(0:00) The most controversial company in privacy right now, Flock CEO joins the show!
(7:23) License plate data retention: 7 days solves 90% of crimes
(13:00) Camera vandalism, felony charges, and privacy concerns
(18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired
(28:25) AI, drones, facial recognition, and avoiding predictive policing
(0:00) Gavin Baker joins the show!
(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing
(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI
(56:41) All-In Summit Speaker Announcements!
(58:13) Nvidia's $500B financing plan, how the AI market could fall apart
(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers
(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strat...
(0:00) Jason and Friedberg welcome Rahm Emanuel
(1:16) Lessons from working with Clinton and Obama
(7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan
(28:49) Europe: Reasons for the decay of the West
(38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans
(46:55) National debt, government interference in markets, fixing education
(1:09:24) DSA vs Democrats
Follow Rahm:
(0:00) Bestie intros! Brad Gerstner fills in for Chamath
(2:16) Major shakeups at Google: AI brain drain or better strategy?
(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?
(45:44) All-In Summit Speaker Announcements!
(48:01) Airtable sells for a 90% discount: SaaSpocalypse?
(1:05:56) Chinese AI labs are buying US training data to catch up
Apply for Summit 2026:
Follow Brad:
(0:00) Saronic founders join the show!
(4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1
(13:04) $3B destroyers vs. Marauder
(21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy
(25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?
(31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?
(36:33) Exclusive an...
(0:00) Bestie intros
(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called
(20:20) China's advantage and green shoots for the US economy
(34:12) Frontier Labs say "SLOW DOWN AI"
(1:01:15) Why are frontier labs "burning books"?
(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"
(1:24:44) Science Corner: Understanding and mapping the brain
Apply for All-In Summit 2026:
(0:00) Intro: Humanoids, Robots, & AI+
(0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids
(13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate
(15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform
(22:18) Bernt Børni...
(0:00) Bestie intros!
(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture
(27:38) Anthropic/OpenAI historic growth rates, China's long game
(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy
(1:07:12) Google and Tesla stocks tank on surging AI capex
(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights
Apply for All-In Summit 20...
(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble
(7:50) AI's real-world limits: why enterprise AI is harder than expected
(16:38) Transitioning to an AI-First Workspace
(21:26) Health & AI: self-directed healthcare and biometric data
(24:30) Politics, wealth tax, and AI as a truth-seeking force
(35:12) Knicks & Sports Talk
Thanks to our partners for making this possible!
(0:00) Bestie intros!
(1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body
(20:01) Stripe, Block, and Advent offer $53B to acquire PayPal
(37:51) Apple sues OpenAI, alleging stolen trade secrets
(42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model
(59:53) NY bans datacenters, becoming first state to enact a moratorium
(1:22:57) Science Corner: New data on rever...
(0:00) Former Intel CEO Pat Gelsinger joins Jason!
(1:41) What Went Wrong at Intel
(15:19) Why a Taiwan Blockade Would Cripple the US Economy
(25:00) Lovable's Anton Osika: One Million New Apps a Week
(33:38) How Lovable is Bringing Down Builder Costs
Thanks to our partners for making this possible!
Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything f...
(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs
(15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic
(31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour
(42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models
Thanks to our partners for making this possible!
Airwallex is a leading global payments and financial platform for modern b...
(0:00) Bestie intros: Brad Gerstner fills in for Friedberg!
(2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence
(27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly
(54:29) CCP considering putting export controls on Chinese models, is open source ending in China?
(1:03:09) Trump Accounts launch, getting young Americans b...
(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman)
(1:50) Reasoning, Inference, and Breaking Moore's Law
(16:28) Open Source, AI Sovereignty, and the Road to AGI
(40:54) The Innovation Behind Generative Video (Robin Rombach)
(47:31) Martin Scorsese, Robots, and the Future of Hollywood IP
Thanks to our partners for making this possible!
AppLovin Ads - AppLovin's AI advertising platform reaches over a billion dai...
(0:00) Bestie intros: Happy Fourth of July!
(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"
(33:52) Update on the AI jobs debate
(50:24) Anthropic's Fable 5 available after export restrictions lifted
(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO
(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union
Apply for Summit 2026:
(0:00) Nate Silver joins the pod!
(10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India
(25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base
(34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants flee...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Betrayal Weekly is back for a new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. If you would like to share your story, you can reach out to the Betrayal Team by emailing them at betrayalpod@gmail.com and follow us on Instagram at @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The official podcast of comedian Joe Rogan.
Former Bachelor Clayton Echard’s casual one-night fling turned into a paternity nightmare. When the news broke about the scandal, no one believed Clayton at first. He was a reality TV star, and an unpopular one at that. Clayton found himself trying to prove the truth, while trapped in a web of lies, manipulation, and threats. He would soon discover he was not the only one. At its core, this is a story about who you believe and why. It’s an epic battle that would take a group of strangers, citizen sleuths from across the world, to crack the case and finally hold someone accountable. New episodes of Love Trapped are released every Thursday, starting February 26th, 2026. If you would like to reach out to the Love Trapped team, email us at lovetrappedpod@gmail.com and follow along on Instagram @glasspodcasts.