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
**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week.
(0:00) The Besties welcome Tucker Carlson!
(4:25) ICE raids, LA riots, immigration debate
(46:08) Strong macro data: inflation, tariff revenue, GDP, jobs
(1:14:00) Big, Beautiful Bill update: State of the bill, Senate math, how Trump should handle dissent in Congress
(1:29:15) War with Iran?
Fo...
(0:00) David Friedberg welcomes Jared Isaacman
(1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut
(7:15) Relationship with Elon Musk, road to becoming a commercial astronaut
(16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things
(31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry
(48:31) The truth be...
(0:00) The Besties welcome Mayor Francis Suarez!
(0:23) How Miami significantly decreased homelessness and homicides
(5:17) Formula for turning Miami into America's happiest and healthiest city
(10:32) Addressing overregulation at the local level
(17:05) Ambitions for his post-Mayor career
(21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!
Thanks to our partners for helping make this happe...
(0:00) Bestie intros!
(1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation
(25:17) Doom vs Boom in AI: Job Destruction or Abundance?
(52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues
(1:17:14) US Steel/Nippon Steel deal: national champions and golden votes
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(0:00) The Besties welcome Nico Rosberg!
(0:27) Nico's history with F1, what makes a great driver
(6:24) The business of F1
(10:05) Teammate rivalries, why "Drive to Survive" works, future growth
(16:48) Post-F1 career, best angel investments, becoming a VC
(22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!
Check out OKX: https://www.okx.com
Check out Circle: https://www.circle.com
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(0:00) Friedberg and Chamath welcome Senator Ron Johnson
(2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt
(14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality
(24:53) Energy rescissions, future of DOGE
(32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement
(...
(0:00) Today's topics and bestie intros!
(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House
(38:15) Google's big week: AI in search, roadmap to diversifying revenue
(46:49) OpenAI acquires Jony Ive's design startup for $6.5B
(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals
(1:15:25) Science Corner: CRISPR breakthrough!
(1:23:02) How increased energy ...
(0:00) The Besties welcome Antonio Gracias!
(0:30) DOGE updates: Government complexity worse than imagined, how to fix it
(9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service
(15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system
(22:12) Fixing immigration in the US
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(0:00) The Besties welcome Sergey Brin!
(0:40) Sergey on his return to Google, and how an OpenAI employee played a role!
(5:58) AI's true superpower and the next jump
(12:23) AI robotics: humanoids and other form factors
(17:07) Future of foundational models and open-source
(19:59) Human-computer interaction in the age of AI
(31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!
(0:00) The Besties welcome Ben Shapiro!
(1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament
(7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East"
(35:18) US-China deal: is the tide turning on tariffs?
(46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral
(1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and ...
(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai
(2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user
(15:32) Infrastructure advantage, foundational model differentiation
(25:08) Future of human-computer interaction, hardware, competitive landscape in AI
(35:29) Energy constraints in AI
(41:20) Google's progress in quantum computing and robotics
(47:56) Culture, coddling, and talent re...
(0:00) The Besties intro Philippe Laffont!
(2:12) Miami F1 Recap!
(12:10) Fed holds rates steady on tariff uncertainty
(32:47) Google drops after Apple sees fall in search queries on Safari
(56:48) Creating a new Mag 7
(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor
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(0:00) David Friedberg introduces Secretary Doug Burgum
(2:11) Burgum's background and how it led to his role in the administration
(10:56) The state of American energy and how we got here
(22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance
(34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt
(42:25) Mining, overseeing the EPA, aligning agencies with...
(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins!
(1:32) How she ended up in Trump's two administrations, history of the USDA
(16:56) Trump's first 100 days, what needs to be reformed in the USDA
(21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration
(30:48) How she reconciles running a department with a lot of government intervention...
(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!
(4:05) Is Sacks back?
(8:19) Reflecting on Trump's first 100 days
(28:16) Global trade disruption, how businesses are dealing with tariffs
(49:14) Amazon flip-flops on its tariff pricing feature, national security issues
(1:04:13) AI agents, 1,000,000X'ing AI, and more
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Foll...
(0:00) The Besties intro Andrew Ross Sorkin
(2:04) Market bump: Trump rally or a Bessent put?
(18:04) Are tariffs damaging the American "brand"? Apple's investment in India
(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea
(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem
(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE
(1:18:35) Science Corner: China's Tho...
(0:00) The Besties welcome Tim Dillon!
(6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities
(28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away
(57:04) Hollywood's DEI facade, thoughts on AI, and more
(1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals!
(1:26:44) Science Corner: Mitochondri...
(0:00) Bestie intros!
(0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs
(21:21) Measures for success of tariffs, debating the impact of letting China into the WTO
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(0:00) The Besties welcome Ben Shapiro and Antonio Gracias
(1:54) Why Antonio is helping out and what it's like working with DOGE
(4:56) DOGE's latest findings: illegal immigration, social security, and more
(27:59) Was Biden's open border policy a Dem strategy to expand their voter base?
(39:55) Tariffs: Liberation Day chaos, reactions, strategy
(55:26) Impact, consequences, and risks for the Trump Administration
(1:13:50) How the...
(0:00) Friedberg and Jason are live from Austin!
(2:51) How building an audience has impacted the Besties
(11:15) Colin & Samir join the Besties!
(12:01) Evolution of short-form and long-form content
(22:18) Business models for creatives
(35:04) Advice to up and coming creators
(42:10) Chris Williamson joins the Besties!
(50:17) Making it seem effortless
(57:47) Monetizing content
(1:05:02) Scaling a one-man show
(1:19:15) Bryan Jo...
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