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
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...
(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:
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(0:00) President Trump on the AI Agenda
(54:14) Executive Order signing
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(0:00) Scott Bessent, Treasury Secretary
(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary
(35:11) Howard Lutnick, Commerce Secretary
Thanks to our partners for making this happen:
(0:00) James Litinsky, MP Materials
(13:32) Lisa Su, AMD
(29:45) Chase Lochmiller, Crusoe
(43:26) Jensen Huang, Nvidia
Thanks to our partners for making this happen:
(0:00) The Besties welcome JD Vance
(1:24) Immigration
(6:34) AI policy
(9:27) Relationship with China: Technology competition, striking a balance, trade
(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world
(16:41) AI’s impact on jobs
(22:02) Should America facilitate “National Champions” in strategic industries?
(24:09) Working at the White House with Sacks
(0:00) The besties introduce the day with Jacob Helberg
(9:08) Michael Kratsios, Director of the Office of Science and Technology Policy
(18:24) Chris Power, Hadrian
(35:15) Jake Loosararian, Gecko Robotics
(44:37) Shyam Sankar, Palantir
(1:00:33) Paul Buchheit, Y Combinator
(1:13:35) Kelly Loeffler, Administrator of the Small Business Administration
(0:00) The Besties welcome Gavin Baker!
(1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis
(19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy
(38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US
(52:42) AI Infrastructure: $90B in new investments...
(0:00) The Besties welcome Travis Kalanick and Keith Rabois!
(3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens
(18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI
(40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence
(46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome
(58:01) Elon's "America Party": is now the right time for a third party, and could he m...
(0:00) Bestie intros
(2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed
(14:10) Clean energy subsidies phased out: What this means for energy production in the US
(25:12) Elon/Trump; US fiscal picture post-BBB
(43:26) US dollar down over 10% in 2025
(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings
(1:09:13) Figma IPO, Grammarly acquires ...
(0:00) Bestie intros: The Core Four is back!
(1:38) Launching All-In Tequila!
(7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region
(29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence
(39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor
(1:06:02) Science Corner: Stem cell-driven aging reversal out ...
(0:00) The Besties welcome Thomas Laffont!
(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity
(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree
(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more
(42:41) Why Apple is fumbling AI and how they can fix it?
(57:02) IPOs and M&A heating up in 2025
(1:16:18) State of liquidity: SPA...
(0:00) The Besties welcome Tony Robbins!
(0:23) Tony's background and how it led to his career
(8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies
(21:53) SSRIs, psychedelics, importance of personal moonshots
(31:49) Maintaining focus while managing multiple businesses
(36:37) Thoughts on longevity
(42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google C...
**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!
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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 ...
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