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

October 28, 2025 58 mins

(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado

(4:27) Venezuela before and after Chavez

(15:25) Why María got involved in politics and why she was expelled

(24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing

(31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet"

(39:30) Presidential run, election fraud, h...

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(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics

(0:43) John's history, how he got into physics

(4:54) Explainer on quantum mechanics

(22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize

(30:37) Understanding qubits, the state of quantum computing, and the impact of AI

(40:56) US vs China in quantum, reactions to winning the Nobel Prize

Learn more about the 2025 Nobe...

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(0:00) Bestie intros!

(1:02) CA Billionaire Tax

(17:00) Major NBA gambling scandal

(29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans

(49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists"

(1:03:54) Study shows AI bias

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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(0:00) Chamath and Jason welcome Senator Joe Manchin!

(4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats

(19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president

(28:12) Why socialism is on the rise in America, entitlement culture

(37:06) Importance of term limits in Congress, Joe's favorit...

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(0:00) Introducing Jan Sramek

(0:51) How California Forever is building America's next great city

Thanks to our partners for making this happen!

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 Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The...

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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...

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(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...

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(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)...

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(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

Thanks to our partners for making this happen!

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...

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(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

Thanks to our partners for making this happen!

Solana - Solana is the high performance network p...

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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 ...

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(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...

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(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...

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(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

...

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(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...

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(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

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Sola...

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(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

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powe...

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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...

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(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 Kelle...

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