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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast•
LLC

Sobre

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Episódios25
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

Aug 14, 2026·1:39:30

1:39:30

(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker...

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

Aug 12, 2026·1:11:36

1:11:36

(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reasons for the decay...

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

Aug 7, 2026·1:15:18

1:15:18

(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit...

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

Aug 5, 2026·48:19

48:19

(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new...

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Jul 31, 2026·1:36:34

1:36:34

(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why...

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

Jul 28, 2026·1:08:35

1:08:35

(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid...

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

Jul 24, 2026·1:33:44

1:33:44

(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy...

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

Jul 20, 2026·41:39

41:39

(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI...

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

Jul 17, 2026·1:29:55

1:29:55

(0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, alleging stolen trade...

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Jul 15, 2026·49:44

49:44

(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How...

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

Jul 13, 2026·51:33

51:33

(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable...

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

Jul 10, 2026·1:42:05

1:42:05

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open...

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

Jul 9, 2026·1:03:57

1:03:57

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind...

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

Jul 3, 2026·1:42:11

1:42:11

(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions...

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

Jun 29, 2026·1:00:42

1:00:42

(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The...

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Jun 26, 2026·1:41:43

1:41:43

(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's...

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

Jun 23, 2026·1:03:03

1:03:03

(0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO...

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

Jun 19, 2026·1:24:30

1:24:30

(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions (33:34) Behind the scenes...

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

Jun 13, 2026·1:42:00

1:42:00

(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing AI: Trump/Sanders...

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Jun 11, 2026·1:07:57

1:07:57

(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's Oleg Nodelman pitches...

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

Jun 10, 2026·43:23

43:23

(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question, tribalism (13:33) Fixing wealth...

Dan Dreyfus: America's Critical Minerals Crisis is Here

Dan Dreyfus: America's Critical Minerals Crisis is Here

Jun 9, 2026·24:37

24:37

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's...

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

Jun 9, 2026·28:42

28:42

(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36)...

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Jun 8, 2026·31:22

31:22

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50)...

Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

Jun 7, 2026·39:38

39:38

(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal...

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