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 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)...
(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
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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
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(0:00) Bestie intros: Welcome back Brad Gerstner!
(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done
(13:27) National Guard sent to Chicago to protect ICE Agents
(44:02) OpenAI's deal with AMD, state of the "AI Bubble"
(1:05:45) Circular AI deals: cause for concern or no big deal?
(1:15:00) What's behind the Gold rally?
(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction marke...
(0:00) Introducing Roelof Botha
(1:08) Sequoia’s Scout program and its best-performing funds ever
(3:38) State of Venture Capital: Why it’s broken, too much capital, not enough great companies
(9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes
(13:05) Sequoia’s culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners
(20:18) What makes a great...
(0:00) Introducing YouTube CEO Neal Mohan
(1:08) YouTube’s revenue split with creators
(7:30) How Neal thinks about enabling monoculture and connective threads at YouTube
(11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally
(19:58) YouTube TV, YouTube Premium, and channel subscriptions
(24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities
Thanks to our p...
(0:00) Introducing Joe Tsai
(0:49) Owning the Nets and Liberty, Caitlin Clark’s impact on the WNBA, does the NBA need fixing?
(6:07) Alibaba origins, China’s pullback on capitalism
(10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China?
(19:46) AI application in large businesses
(21:52) Managing corporate culture at Alibaba’s scale, Nets predictions
(23:17) AI adoption, job anxi...
(0:00) Bestie intros!
(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble
(17:42) IPO market, SPAC 2.0
(27:41) The AI rollup opportunity
(36:01) Sacks joins the show!
(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?
(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry
(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation
...(0:00) Chamath and Jason welcome Rep. Ro Khanna!
(1:10) H-1Bs and immigration
(8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders
(15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI
(24:25) Government shutdown, what actually happens?
(30:25) Extreme rhetoric: Importance of dialing this down
(36:29) Censorship and lawfar...
(0:00) Introducing Kyle Samani
(1:07) History of modern capital markets
(3:25) What a redesigned capital market structure would look like in 2025
(8:22) Examples of the future of internet capital markets
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Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Sola...
(0:00) Introducing Rick Caruso
(1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild
(11:20) California’s incompetence, running for CA Governor vs LA Mayor
(14:21) Attention to detail
(17:04) State of California: What it should be, homelessness, National Guard, policing
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(0:00) Introducing Arm CEO Rene Haas
(1:08) Lessons from working with Jensen Huang
(3:20) Arm’s history, understanding Nvidia’s dominance in AI, training vs inference, physical AI market size
(10:01) China’s AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion”
(15:35) Manufacturing in America: how to create a culture of excellence?
(18:34) US export controls, building in the UK
(23:42) US-China AI arms ra...
(0:00) Introducing Cleo Abram
(1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True
(8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope
(23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the “war on science”
(37:37) Zipline CEO Keller Rinaudo Cliffton on the future of drone delivery
(53:29) Q&A with Keller Rinaud...
(0:00) Introducing Eli Lilly CEO Dave Ricks
(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China
(7:08) GLP-1 pricing and capital allocation after a breakout pharma product
(12:56) Why Biotech VC has plummeted, “patent hacking” in China
(15:32) Dave’s health regimen: good sleep, movement, healthy diet, social relationships, reading
(18:32) Unexpected impacts of GLP-1s, helping with addict...
(0:00) Bestie intros!
(2:23) H-1B overhaul: origins and exploitation
(25:26) Autism linked to Tylenol usage during pregnancy
(43:42) Jimmy Kimmel returns to ABC: comments and reactions
(59:21) Two major AI papers
(1:09:00) YouTube update
(1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law
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(0:00) Introducing Eric Schmidt
(1:59) Thoughts on remote work and work-life balance
(3:49) Approaching AI: US vs China
(8:04) Relativity Space, rockets, drones, defense, and more
(17:32) Future role of America, and the decline of the West
(21:51) AGI: boom or bust?
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Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Con...
(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America
(15:27) Assassination culture in America, online radicalization
(30:37) Jimmy Kimmel suspended indefinitely by ABC
(49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok
(1:01:09) Besties discover their recent YouTube videos have been flagged as "Restricted"
(1:06:23) All-In Summit recap
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