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 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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...(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...
(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...
(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
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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...
(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...
(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?
Join us at the All-In Summit:
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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...
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