All-In with Chamath, Jason, Sacks & Friedberg

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

September 19, 2025 • 82 mins

(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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(0:00) Introducing Solana Co-Founder Anatoly Yakovenko

(0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries

(5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market

(10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act

(15:57) Quantum computing, AI’s impact on crypto

(18:48) Bitcoin: resiliency, market corne...

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(0:00) Introducing Uber CEO Dara Khosrowshahi

(0:59) Uber’s self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution

(8:14) How self-driving impacts Uber’s business model over time

(13:30) Other forms of transportation Uber could provide

(16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food

(21:03) Dara’s pitch to Elon for bringing Tesla Robotaxis into Uber’s n...

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(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons

(1:14) The student loan burden

(8:03) DEI at US universities

(13:56) Administrative bloat

(16:12) Trump vs the Ivy League, viewpoint diversity

(21:56) Impact of K-12 education declining

(25:13) Will AI learning kill higher education?

(29:14) Rising unemployment among recent graduates

(31:35) Role of endowments

Thanks to our partners for making th...

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(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence

(1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies

(17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability

(25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party

(30:16) Thoughts on bombing Iran, what im...

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(0:00) Introducing Vlad Tenev

(0:51) Jason tells his story of investing in Robinhood

(3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy

(7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary

(17:01) Criticisms around expanding access to sophisticated financial products

(19:34) Current landscape of financial companies, Robinhood’s f...

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(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...

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(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 ...

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(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

Thanks to our partners for making this happen!

Solana - Solana is t...

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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...

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(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

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(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...

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(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

Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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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...

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(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?

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship applicat...

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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...

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(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?

Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

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(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...

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(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

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship applicat...

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