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) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win
(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?
(4:01) Genie 3 world model
(9:21) State of robotics models, form factors, and more
(14:42) AI science breakthroughs, measuring AGI
(20:49) Nano-Banana and the future of creative tools, democratization of creativity
(24:44) Isomorphic Labs, probabilistic vs deterministic, scaling com...
(0:00) Introducing Elon Musk, and reflecting on his DOGE experience
(2:47) Optimus: Progress and potential, the “hands problem”
(12:20) Tesla: AI5 chips, impact on FSD
(16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update
(26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia”
(31:29) Evolving alongside AI, implosion of the West, the religion vacuum
(37:36) Understanding the ...
(0:00) Introducing Palantir CEO Alex Karp
(1:10) Understanding Palantir's fans and haters
(8:40) Palantir’s work at the border, data collection and surveillance, built-in protections
(20:02) Israel/Palestine
(22:23) Is the West committing suicide?
(30:54) Antisemitism
(31:52) China’s strategy, dealing with cartels
(36:46) Why modern Progressivism is not progressive
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(0:00) Introducing Adena Friedman
(1:16) Nasdaq's business, expanding beyond a stock exchange
(2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule
(7:21) How the IPO market can change to help companies go public faster
(13:37) Evolution of markets: predictions, options, SPVs, secondaries
(18:1...
(0:00) Introducing Mark Cuban, sadness over Luka Doncic
(2:38) America’s broken healthcare system
(15:16) State of the two-party system
(19:24) Introducing Tucker Carlson
(20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left?
(24:27) How to make Americans believe in America again
(34:12) AI job displacement
<...(0:00) Introducing Secretary Wright
(1:09) Nuclear, China’s approach
(4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind
(11:32) Debating renewables vs nat gas and coal
(18:40) Chamath’s energy framework
(21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases d...
Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
(0:00) Bestie intros
(0:52) Behind the scenes of the White House Tech Dinner!
(28:39) Tariff showdown headed to the Supreme Court
(42:44) Other Trump Administration legal battles
(46:58) Weak jobs report: what is the state of the economy?
(57:52) Google avoids worst-case scenario in antitrust case
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(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first
(3:56) Career Change: Medicine to Politics
(7:03) Political Philosophy
(10:55) Trade Policy & Economic Impact
(15:52) Consequences of Tariffs
(20:43) Voting Against the One Big Beautiful Bill
(27:52) AI & the Economy
(35:10) Our Fragile Financial System
(41:22) Government Employment & Appropriate Spending
(48:18) COVID Cover Up & D...
(0:00) Bestie intros: The Moose is loose at J-Cal Ranch!
(0:46) All-In Summit updates, Jason's new program
(9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like?
(36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security?
(51:37) US Sovereign Wealth Fund
(58:41) Why corporate bankruptcies are trending up in 2025
(1:12:12) OpenAI's novel LLM-based approa...
(0:00) Bestie intros
(1:59) What's new with the All-In Summit
(9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction?
(30:49) Meta's AI hiring freeze: are the AI talent wars slowing down?
(39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee
(54:03) Russia/Ukraine: Trump's two summits, what endgame to expect?
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(0:00) Sacks and Jason welcome Senator Eric Schmitt
(2:34) Biden v. Missouri, uncovering government censorship as Missouri AG
(6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI
(18:44) Behind the Hunter Biden laptop story and COVID censorship
(30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68
(36:38) Russiagate and the Obama intel report on the 2016 E...
(0:00) Bestie intros!
(4:45) AI Psychosis: what it looks like and why it's happening
(20:13) Why the social fabric in America is breaking down
(35:55) Fixing the incentives that created the student debt crisis
(48:52) Trump takes federal control of DC police
(1:05:39) Venture Capital: is it broken and what it will look like in the future?
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OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show
(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence
(18:14) AI's TAM, ROIC, and energy implications
(27:27) China's major advantage and how the US can counter it
(43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it
(52:38) Socialism, OBBB impact on energy, doe...
(0:00) Bestie intros!
(1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways
(16:39) AI Executive Orders, unbiased AI, spiciest moments
(34:32) Copyright, fair use, and patents in the Age of AI
(56:37) Sam Altman highlights AI chatbot privacy issues
(1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal
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(0:00) President Trump on the AI Agenda
(54:14) Executive Order signing
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(0:00) Scott Bessent, Treasury Secretary
(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary
(35:11) Howard Lutnick, Commerce Secretary
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(0:00) James Litinsky, MP Materials
(13:32) Lisa Su, AMD
(29:45) Chase Lochmiller, Crusoe
(43:26) Jensen Huang, Nvidia
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(0:00) The Besties welcome JD Vance
(1:24) Immigration
(6:34) AI policy
(9:27) Relationship with China: Technology competition, striking a balance, trade
(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world
(16:41) AI’s impact on jobs
(22:02) Should America facilitate “National Champions” in strategic industries?
(24:09) Working at the White House with Sacks
(0:00) The besties introduce the day with Jacob Helberg
(9:08) Michael Kratsios, Director of the Office of Science and Technology Policy
(18:24) Chris Power, Hadrian
(35:15) Jake Loosararian, Gecko Robotics
(44:37) Shyam Sankar, Palantir
(1:00:33) Paul Buchheit, Y Combinator
(1:13:35) Kelly Loeffler, Administrator of the Small Business Administration
(0:00) The Besties welcome Gavin Baker!
(1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis
(19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy
(38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US
(52:42) AI Infrastructure: $90B in new investments...
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