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) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig
(0:53) Atkins on how US markets have changed over his 40 year career
(3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules
(8:16) AI trading bots, autonomous hedge funds, and investing with leverage
(15:30) Ending the "Turf War" between the SEC and CFTC, super app vision
(19:15) Prediction markets, ...
(0:00) The Besties welcome legendary Harvard professor Graham Allison
(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security
(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects
(21:07) Israel: Is Netanyahu destroying Israel's democracy?
(24:28) China: Taiwan invasion, trade, and Trump's April meeting
(39:50) Greenland: Importance, deal scenarios, EU socialis...
(0:00) Jason intros Prince Reza Pahlavi
(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return
(8:53) Trump's surrender conditions, core principles, role in transition and potential leadership
(17:14) Thoughts on the people and spirit of Iran
(21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East
(33:59) Future leader and government of Iran, pl...
(0:00) The Besties welcome Under Secretary of War Emil Michael
(2:30) US war with Iran: Bigger picture and why now?
(13:16) Trump's new approach to warfare, AI, drones, rules of engagement
(28:39) Israel's role in the conflict, relationship with the US, Iron Beam
(37:24) Oil prices, Trump's maritime insurance play
(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk
(1:02:03) How to value Anthropic after its...
(0:00) Friedberg Introduces Ray Dalio
(1:29) 5 Forces That Will Decide America's Future
(7:26) Why Government Reform Is Nearly Impossible
(11:19) Gold vs. Bitcoin
(28:16) What Economists Got Wrong About Tariffs
(41:11) Is America Heading Towards Collapse?
Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solut...
(0:00) Bestie intros
(1:22) Claude's hit list, SaaS crash, and Citrini's AI letter
(30:39) Why Doomer narratives are more popular, valuable new AI jobs
(40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition?
(52:13) State of the Union reactions
(1:03:58) Science Corner: Cure for blindness via Yamanaka Factors?
(1:10:17) SCOTUS strikes down tariffs, Trump pivots
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(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey
(1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network
(11:24) Who was Jeffrey Epstein, and what is this story really about?
(34:10) Michael Tracey explains "Epstein Mythology"
(1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein
(1:32:52) Michael Tracey responds to criticism
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(0:00) Bestie intros
(0:23) AI updates: On-prem comeback, token budgets surpass salaries
(19:19) Prediction markets: Super Bowl insider trading, how to police?
(28:44) All-In Liquidity: The ultimate investor conference
(32:48) CBO report: Death spiral, growth opportunity, or golden age?
(48:06) State of the economy and US jobs
(1:03:22) Ferrari's fully electric car goes viral
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(0:00) From China to Canada
(6:13) CZ's Early Career: Shockingly Normal
(17:39) First Company in Shanghai
(23:08) Discovering Bitcoin
(30:11) Going All-In on Crypto
(41:27) Founding Binance
(1:03:57) The FTX Story: SBF Relationship and Collapse
(1:09:46) Facing Biden's Anti-Crypto DOJ
(1:25:25) Inside Federal Prison
(1:40:10) Life After Binance and New Ventures
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(0:00) Besties intros: Brad Gerstner joins the show
(3:16) Epstein Files
(15:45) SaaS stocks crash out
(35:11) Moltbook panic
(47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell
(1:00:50) SpaceX and xAI merge
(1:10:45) Brad's major win with Trump Accounts
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(0:00) Bestie intros + quick Davos recap
(9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths
(45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI
(1:09:58) De-dollarization, gold and silver ripping
(1:20:05) California governor race
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(0:00) Intro
(0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world
(52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more
(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them
(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout
(0:00) The Besties introduce Dr. Oz
(3:26) Trump's vision for healthcare in America
(13:26) AI & self-directed healthcare
(30:10) The future of GLP-1s and affordability
(35:06) The Medical Fraud Crisis
(44:02) California fraud and accountability
(56:57) Immigration and addiction
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(0:00) Intro
(0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption
(38:51) Cerebras CEO, Andrew Feldman on Compute Power
(1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots
This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebra...
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo
(1:21) The cost of infrastructure build-out, energy challenges
(12:41) Where AI will be most impactful
(22:39) The China Threat, globalization strategy
(39:12) America's entrepreneurial AI outlook
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(0:00) Jason and Sacks welcome Sarah B. Rogers!
(2:22) Free speech, EU censorship, OSA/DSA overreach?
(13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff"
(22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship
(34:42) Understanding the "Censorship Industrial Complex" in America
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(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella
(1:31) Future of AI copilots and agents, impact on white collar work
(8:01) How Microsoft has scaled revenue and profits with flat headcount
(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic
(12:39) Views on diffusion, how the US tech stack can win globally
(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI ...
(0:00) Bestie intros!
(4:18) Iran's breaking point: regime change coming?
(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs
(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon
(35:09) Billionaire backlash in California: Wealth Tax exodus
(56:13) Greenland acquisition: Why it's crucial
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(0:00) Friedberg intros FDA Commissioner Marty Makary
(3:21) Inside the 42 major FDA reforms in 10 months
(7:51) The China Race: Winning back biotech leadership
(13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines
(33:13) Reshaping the failed Food Pyramid
(41:29) GLP-1s and America's Obesity Epidemic
(49:54) Rethinking vaccines from first principles
(59:40) Lowering drug prices, the power of AI fo...
(0:00) David Friedberg introduces Adam Carolla!
(1:32) Palisades Fire one year out: the rebuilding crisis in LA
(7:39) Gyno-fascism and safety culture
(15:49) Media bias and gender dynamics
(28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"
(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?
(51:23) Who should be California's next governor?
(58:04) Big Tech...
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