All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Welcome Will Ahmed, CEO of WHOOP

(0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot

(6:59) Inside 50 Billion Hours of 24/7 Health Data

(19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking

(34:57) WHOOP vs. the FDA & Competitor Wearables

(44:33) Lightning Round & LeBron James becomes a WHOOP Ambassador

Thanks to our partners for making this possible!

As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at https://CreativePlanning.com/AllIn

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#allin #tech #news

(0:00) Bestie intros!

(0:11) Ken Griffin's AI bubble warning

(8:19) Palo Alto Networks CEO Nikesh Arora joins

(14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead

(44:17) France on the brink: Riots, immigration referendum, debt crisis

(1:31:49) Trump's second half strategy, Press Secretary J-Cal?

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Referenced in the show:

https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now

https://x.com/chamath/status/2112757725369348417

https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718

https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security

https://x.com/eastdakota/status/2113079352682570051

https://x.com/nsacyber/status/2112903220209098897

https://abliteration.ai

https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html

https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21

https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd

https://x.com/visegrad24/status/2111542897598455888

https://polymarket.com/event/france-declares-state-of-emergency-byptptpt

https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt

https://x.com/GOP_is_Gutless/status/2112157762981347373

(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption

(9:07) Open Weight vs. Frontier AI Models

(18:07) AI and Cyber Warfare

(21:14) AI Regulation and the Global AI Arms Race

(30:32) Vertical Integration and Software Consolidation

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#allin #tech #news

(0:00) Dylan Field joins the show: Figma's origin story and mission

(3:16) Adobe's $20B deal blocked: inside the antitrust fight

(12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse"

(18:52) Creativity in the AI era: why taste and boldness win

(36:02) Human agency, AI's promise, and what comes next

Thanks to our partners for making this possible!

As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at: https://CreativePlanning.com/AllIn

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#allin #tech #news

(0:00) Ben Horowitz fills in for Friedberg!

(2:18) CoreWeave's debt selloff: did the AI bubble just pop?

(31:14) AI's deflationary impact: decompiled software

(45:44) Anthropic's investor day gets mixed reactions

(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices

(1:22:19) Understanding Bill Gates the Doomer

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://x.com/chamath/status/2110128893680378299

https://www.google.com/finance/quote/CRWV:NASDAQ

https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html

https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips

https://polymarket.com/event/coreweave-announces-bankruptcy-by

https://x.com/FearedBuck/status/2109443893955567694

https://polymarket.com/event/ipos-before-2027

https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo

https://www.anthropic.com/research/self-replicating-ai

https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

https://x.com/DavidSacks/status/2109849209742450696

https://www.anthropic.com/research/distillation-defenses

https://x.com/brian_armstrong/status/2109412046244913643

(0:00) Billy Evans joins Friedberg

(3:38) How they met, Elizabeth the person vs the headlines, indictment

(11:02) Life on trial, having a child, where she went wrong in fundraising

(19:28) Understanding the verdict, sentencing, and the mistake of staying silent

(26:09) Elizabeth calls from prison, her life in jail

(31:34) Why they did the documentary with Nathan Fielder

(35:47) The road home, restitution math, why his new company is not Theranos 2.0

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties:

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Intro Music Credit:

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(0:00) Martin Shkreli joins the Besties!

(0:55) Why quantum computing is a one-trick business and why he's betting against it

(7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma

(11:37) AI, drug discovery, and who actually wins

(21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taught him

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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#allin #tech #news

(0:00) Bestie intros!

(2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare

(38:28) OpenAI's math breakthroughs and community backlash

(1:02:03) Riots in France, Friedberg's socialism metric, bond market

(1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless?

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html

https://www.anthropic.com/constitution

https://x.com/andrewcurran_/status/2108244808494154089

https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800

https://www.lesswrong.com/users/eliezer_yudkowsky

https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640

https://en.wikipedia.org/wiki/Roko%27s_basilisk

https://www.nytimes.com/2026/10/06/science/openai-math-problems.html

https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/

https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents

https://scottaaronson.blog/?p=10169

https://x.com/imjustnewatai/status/2107601711032373333

https://x.com/skdh/status/2107848423726555204

https://x.com/friedberg/status/2107856770609844491

https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273

https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html

https://www.nytimes.com/2026/10/08/business/france-bond-yields.html

https://x.com/LucAuffret/status/2108217923101683737

https://polymarket.com/event/next-french-presidential-election

https://polymarket.com/event/another-fed-rate-hike-in-2026

https://x.com/nikitabier/status/2108262529571144176

(0:00) Bestie intros!

(2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed

(17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging

(45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more

(1:00:24) Midterm predictions, 2028 look ahead

(1:09:28) Media coverage of attempted terrorist hijacking

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/WhiteHouse/status/2105292669303791687

https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30

https://www.atlantafed.org/research-and-data/data/gdpnow

https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm

https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e

https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH4925362

https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30

https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel

https://polymarket.com/predictions/midterms

https://x.com/OliaOnX/status/2105333178814832963

https://x.com/NYTimesPR/status/2105328158379856153

(0:00) Jake Paul joins the Chamath!

(6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC

(11:54) Attention as capital, investing without the celebrity label & why politics is next

(20:46) Drew Taggart & Alex Pall join the Besties!

(30:35) From artists to investors: picking deals, playing the sixth man & what fame buys

(37:33) Advice for famous investors, whether fame helps or hurts & the non-obvious bets

(46:10) Riding winners, getting cash back to investors & spotting bubble behavior

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties:

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Intro Music Credit:

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https://x.com/yung_spielburg

#allin #tech #news

(0:00) Daniel Ek joins the Besties!

(1:14) Starting Spotify: Beating piracy and betting his own money on the record labels

(6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're sick

(36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute

(44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story

Thanks to our partners for making this possible!

As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1

Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

#allin #tech #news

(0:00) Bestie Intros: Favorite All-In Summit moments

(3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"

(20:03) Open Source performance and cost: What this means for frontier companies

(29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure

(53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama

(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure

(1:27:13) Anthropic's bio research and "wet lab" in SF

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.deepseek.com/en/news/deepseek-v4-1-flash

https://x.com/XiaomiMiMo/status/2102138559952290106

https://x.com/0x0SojalSec/status/2101738277049131358

https://prismml.com

https://x.com/SenSanders/status/2102827319123693689

https://x.com/yipitdata/status/2102781268974793023

https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/

https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc

https://polymarket.com/event/ipos-before-2027

https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo

https://x.com/rauchg/status/2101186741042663579

https://www.anthropic.com/constitution

https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

https://x.com/mustafasuleyman/status/2100223594534150428

https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-going-rogue-against-the-humans-enslaving-it

https://www.anthropic.com/news/claude-discovers-novel-enzyme-system

(0:00) Luca Ferrari joins the Besties!

(1:56) Crashing an AI startup, the $40,000 restart & buying product market fit

(4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard

(9:55) Debt as an accelerant, what happens if rates rise & who else is bidding

(14:58) Inside the deal desk: what gets acquired, why they don't build & the founder question

(20:22) Building a tech giant out of Milan, Europe's talent pool & the outsider advantage

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties:

https://x.com/chamath

https://x.com/Jason

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(0:00) Steve Hilton joins the Besties!

(3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws

(12:09) The path to victory: the persuadable voter, the cost-of-living pitch & the case against Becerra

(21:46) Spencer Pratt joins: the message that cut through & the LA race that flipped

(26:58) The city up close: the parks, small business & who the rules actually reward

(36:54) Ballot harvesting, voter ID & whether the system is rigged or just legal

(47:13) The Palisades: the empty reservoirs, suing the state & what Spencer does next

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(0:00) Welcome Blake Scholl!

(5:11) Solving the sonic boom & legalizing supersonic flight

(7:59) The pivot to powering data centers

(10:38) Jason joins: data center demand, private jets & what winning looks like

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(0:00) Welcome Naveen Rao

(4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close

(10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine

(19:46) Chamath joins: the path to product, porting existing models & building the team

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(0:00) Adam Foroughi joins the Besties!

(3:07) Discovery vs search & is your phone listening?

(10:04) IPO tumble & becoming your own best investor

(16:00) Privacy rules, Apple's crackdown & how agents change people's shopping

(20:00) How a lean team beats the giants, margin moats & building in China

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Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

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PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

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(0:00) Bill Gurley takes the stage at the All-In Summit

(1:29) Bill's Presentation: Searching for Feynman

Links to additional resources mentioned in talk and used in research: https://www.p3.institute/searching_for_feynman_resource_links.html

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Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

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PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

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(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA

(17:59) Moon base, creating new space industries, NASA's next chapter

(23:29) How to make Mars realistic

(25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space

(32:43) Allocating capital toward scientific discovery and deep space research

(35:46) Space Race 2.0: China and Russia

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Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

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PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

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(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere"

(11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests

(17:03) How he got into investigative journalism and finding fraud

(23:32) Selective journalism and why Nick is a major threat to mainstream outlets

(27:34) What's next for Nick: Investigating welfare fraud, building his platform

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Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

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PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

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(0:00) Dina Powell McCormick joins The Besties!

(1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community

(11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns

(19:57) America's Workforce Academy, the job growth in re-industrializing America

(26:58) Meta's recent social media settlement, new rules for teens

(35:25) Meta glasses and Zuck's AI strategy

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EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

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(0:00) Welcome Brad Gerstner!

(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan

(5:07) Can AI revenue pay for the CapEx?

(8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion

(12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates

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EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

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(0:00) VP JD Vance joins The Besties!

(1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud

(9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity

(16:23) H-1B abuse and the massive $1T+ of fraud in federal spending

(21:48) Relationship with Israel, rational foreign policy

(25:19) JD Vance's midterms message

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EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

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(0:00) Satya Nadella joins The Besties!

(0:55) Dario's blog, "pacing the frontier," common sense AI safety

(6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products?

(14:22) Economic incentives for frontier lab doomerism, where the AI profits are

(22:45) Microsoft's master plan for AI, how they are allocating capital

(31:00) China's slow down, changing AI perception, data center benefits

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Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

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(0:00) SpaceX's Gwynne Shotwell joins The Besties!

(1:45) Gwynne's SpaceX story, selling rockets, and working for Elon

(6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X

(13:43) Direct to cell with Starlink, retiring rockets, competition

(18:34) Data centers in space

(22:00) Management at SpaceX

(27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right"

(36:53) Elon and Gwynne on their working relationship, Starship's future

(46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX

(52:51) Lying AIs, how to do AI peer review right

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Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

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(0:00) Jensen Huang joins The Besties!

(1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology

(9:58) Sensible AI regulation and RSI

(16:05) Hugging Face acquisition, future of Open Source, and the race with China

(22:58) President Trump calls in live to discuss the Doomer Hoax

(31:29) The AI boom and Nvidia's capital allocation strategy

(40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab

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Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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(0:00) Bestie intros!

(0:35) AI Doomsday: Valid concern or Doomer psyop?

(33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO

(58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own data?

(1:19:55) Nike removed from S&P 100 after stock tanks 80%: What went wrong?

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Intro Music Credit:

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Referenced in the show:

https://x.com/hilbertspaess/status/2097476196791709843

https://x.com/EvanHub/status/2097497037956891126

https://x.com/BernieSanders/status/2097705093520863568

https://x.com/GovPritzker/status/2097715871309312220

https://x.com/DavidSacks/status/2097861539491463331

https://www.youtube.com/watch?v=e_ZDQKq2F08

https://x.com/DavidSacks/status/2097861539491463331

https://polymarket.com/event/ipos-before-2027

https://x.com/bgurley/status/2097690522437444050

https://x.com/polynoamial/status/2097381286193316203

https://x.com/OpenAI/status/2097374640582668336

https://x.com/OpenAI/status/2097375276384567642

https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html

https://x.com/libsoftiktok/status/2096970501017010461

https://x.com/spencerpratt/status/2096390079132360936

https://x.com/DrEliDavid/status/2096519550103691364

(0:00) Bestie intros: Happy 50th Chamath!

(1:17) OpenAI releases GPT-6 Astra: Have they reached AGI?

(19:01) All-In Summit: Scholarships available!

(19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban

(37:03) EAs, AI-brained influencers, and the conflicts of interest

(59:26) Mamdani bans AI in NYC schools K-8

(1:18:58) US-Venezuela oil deal

The All-In Summit is only 1 week away! You won't want to miss it: https://theallinsummit.com

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Intro Music Credit:

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Referenced in the show:

https://openai.com/index/gpt-6-astra

https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi

https://www.axios.com/2026/09/03/axios-interview-sam-altmans-sobering-siren

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026

https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027

https://x.com/chamath/status/2095511879951192279

https://x.com/Jason/status/2095521697411514626

https://scale.stanford.edu/research-in-action/understanding-evidence-base-ai-k12-education

https://www.politico.com/news/2026/09/02/trumps-seen-the-data-center-polling-and-he-still-supports-them-01061244

https://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716

(0:00) Bestie intros: Recapping recent interviews and the state of American science

(3:31) China's Robot Olympics, Optimus update, Grok Bot

(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed

(33:32) Bessent gets called out by Druckenmiller for bond market interference

(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed

(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules

(1:22:52) Science Corner: Moderna's mRNA cancer vaccine

Come hang with the Besties at the All-In Summit | September 13-15:

http://theallinsummit.com

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Intro Music Credit:

https://rb.gy/tppkzl

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Intro Video Credit:

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Referenced in the show:

https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html

https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027

https://polymarket.com/event/largest-company-end-of-december-2026

https://www.cnbc.com/2026/08/18/treasury-yields-.html

https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html

https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes

https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74

https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6

https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by

(0:00) Eric Weinstein joins the show!

(03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat

(21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas

(41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos?

(52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species?

(01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison

(01:16:12) China poaches our best scientists, AI reads the trash can corpus

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(0:00) Michael Kratsios joins the show!

(01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain

(8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses

(13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated?

(22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28

(34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American

(44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71

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#allin #tech #news

(00:00) Besties are back!

(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash

(10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"

(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement

(56:33) a16z under DOJ investigation over "interlocking directorates"

(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag

Come hang with the Besties at the All-In Summit | September 13-15:

⁠http://theallinsummit.com⁠ ⁠#AllInSummit⁠

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#allin #tech #news

(0:00) The most controversial company in privacy right now, Flock CEO joins the show!

(7:23) License plate data retention: 7 days solves 90% of crimes

(13:00) Camera vandalism, felony charges, and privacy concerns

(18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired

(28:25) AI, drones, facial recognition, and avoiding predictive policing

(39:43) Safety is a privilege and who actually needs Flock

(45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on

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#allin #tech #news

(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 Announcements!

(58:13) Nvidia's $500B financing plan, how the AI market could fall apart

(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers

(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy

(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B

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Intro Music Credit:

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Referenced in the show:

https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa

https://polymarket.com/event/ipos-before-2027

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026

https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion

https://x.com/elonmusk/status/2052069691372478511

https://www.meta.com/thefutureisforeveryone

https://x.com/Home_of_Fight/status/2086504599444140344

https://x.com/JensenHuang/status/2086934705207959965

https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html

https://www.google.com/finance/beta/quote/WDAY:NASDAQ

https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X

https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html

(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 of the West

(38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans

(46:55) National debt, government interference in markets, fixing education

(1:09:24) DSA vs Democrats

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(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 Speaker Announcements!

(48:01) Airtable sells for a 90% discount: SaaSpocalypse?

(1:05:56) Chinese AI labs are buying US training data to catch up

Apply for Summit 2026:

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Intro Music Credit:

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Referenced in the show:

https://x.com/the_ai_investor/status/2084687703707361429

https://x.com/Tesla/status/2085365278276284803

(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 primes, and why only 1% of the budget goes to autonomy

(25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?

(31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?

(36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs

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(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 are frontier labs "burning books"?

(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"

(1:24:44) Science Corner: Understanding and mapping the brain

Apply for All-In Summit 2026:

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Referenced in the show:

https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html

https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b

https://polymarket.com/event/fed-decision-in-september-762

https://situational-awareness.ai

https://www.cnbc.com/quotes/US30Y

https://x.com/nicolasfulghum/status/2082083884578050299

https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321

https://www.pacingthefrontier.com/

https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html

https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive

vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28

https://www.google.com/finance/beta/quote/ASML:NASDAQ

https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html

https://polymarket.com/event/ipos-before-2027

https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027

https://x.com/v_nefodov/status/2082927219224060043

https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20

https://punchbowl.news/article/tech/thune-anthropic

https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae

https://x.com/OpenAI/status/2082577277246972300

https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter

https://x.com/Jason/status/2082577230941557068

https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material

https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop

https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s

https://arxiv.org/pdf/2602.16417

(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 and Risky" — Inside the Terminator Debate

(15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform

(22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff"

(33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable

(42:36) Amanda McMaster: Chinese Robotics Security Risks

(47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts

(58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor?

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(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 settlement and the great IP theft hypocrisy

(1:07:12) Google and Tesla stocks tank on surging AI capex

(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons

https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi

https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai

https://x.com/mkratsios47/status/2079933645888880708

https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747

https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks

https://stratechery.com/2026/whos-afraid-of-chinese-models

https://x.com/CommerceGov/status/2080341953086886387

https://x.com/tickerplus/status/2080123562560504240

https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking

https://x.com/sama/status/2077817060068057493

https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20

https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation

https://x.com/typesfast/status/2080339052398891244

https://www.thefp.com/p/why-new-york-city-has-50000-ghost

(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: self-directed healthcare and biometric data

(24:30) Politics, wealth tax, and AI as a truth-seeking force

(35:12) Knicks & Sports Talk

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(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 secrets

(42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model

(59:53) NY bans datacenters, becoming first state to enact a moratorium

(1:22:57) Science Corner: New data on reversing aging!

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Intro Music Credit:

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Referenced in the show:

https://x.com/chamath/status/2077502408528212144

https://x.com/demishassabis/status/2076957440109625718

https://x.com/satyanadella/status/2076323181154230284

https://x.com/Jason/status/2076231055443440105

https://x.com/SquawkCNBC/status/2077741908391031246

https://thinkingmachines.ai/news/introducing-inkling

https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415

https://x.com/politico/status/2077315780144996633

https://x.com/DavidSacks/status/1978145266269077891

https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15

https://www.tipranks.com/news/the-fly/block-contributing-to-equity-for-paypal-takeover-bid-cnbc-says-thefly-news

https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf

https://finance.yahoo.com/technology/ai/articles/apple-lawsuit-threatens-openais-hardware-215438163.html

https://x.com/markgurman/status/2076306380583997665

https://www.engadget.com/2216186/elon-musk-bought-a-gas-turbine-company

https://x.com/Reuters/status/2076957424339050839

https://x.com/teddyschleifer/status/2077596563380072694

https://x.com/teddyschleifer/status/2077606887055306879

https://openai.com/index/prc-linked-influence-operations-ai-debates

https://www.politico.com/news/2026/06/10/openai-china-ai-data-centers-report-00957612

https://trends.google.com/explore?q=GMO%2C%2Fm%2F0dkz0z&date=2010-01-01%202026-07-15&geo=US

https://www.nature.com/articles/s41467-026-75141-2

(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 Lovable is Bringing Down Builder Costs

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And a special thank you to Raise Summit for hosting us in Paris

(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 Hour

(42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models

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Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode=

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And a special thank you to Raise Summit for hosting us in Paris

(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 source decision, Meta's new model, Zuck's price war, AI duopoly

(54:29) CCP considering putting export controls on Chinese models, is open source ending in China?

(1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism

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Intro Music Credit:

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Referenced in the show:

https://polymarket.com/event/ipos-before-2027

https://x.com/thejessezhang/status/2074154325933424861

https://x.com/praveenTweets/status/2074605343439810922

https://x.com/nikesharora/status/2074802778074124434

https://x.com/nikesharora/status/2074814752174522857

https://x.com/brian_armstrong/status/2070670644577280109

https://x.com/andyfang/status/2074252174226493584

https://x.com/nikesharora/status/2074630732019036574

https://x.com/finkd/status/2075218444056707458

https://x.com/alighodsi/status/2074996561306955958

https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight

https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed

https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07

https://x.com/KurtSupeCPA/thread/2074817292550984010

(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 Generative Video (Robin Rombach)

(47:31) Martin Scorsese, Robots, and the Future of Hollywood IP

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(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 lifted

(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO

(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models

https://x.com/PalantirTech/status/2072326189079757277

https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f

https://www.google.com/finance/quote/FIG:NYSE

https://x.com/DavidSacks/status/2072673187666813226

https://x.com/chamath/status/2072665199786561713

https://x.com/quxiaoyin/status/2072428278976074115

https://x.com/chamath/status/2072390507628540213

https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us

https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary

https://x.com/GavinNewsom/status/2070496029280276571

https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed

https://x.com/JeanneIves/status/2072165726526308719

https://polymarket.com/event/democratic-presidential-nominee-2028

(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 left, the abundance libs, and Newsom's "resistance lib" base

(34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems

(45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed

(50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard

(55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC

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(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 open-source AI catch up, distillation, OpenAI's new chip

(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware

(1:10:17) The math behind distributed compute and datacenters in space

(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579

https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710

https://x.com/thestustustudio/status/2067356255916536120

https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127

https://x.com/EndWokeness/status/2069645066252034288

https://x.com/america/status/2069622732279402804

https://x.com/realmaalouf/status/2069433391162798337

https://x.com/JoshBlockDC/status/2070108811851882691

https://x.com/EndWokeness/status/2069776474429624684

https://x.com/EndWokeness/status/2068829255786803368

https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people

https://x.com/PirateWires/status/2069146641266094417

https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e

https://x.com/jietang/status/2067580270078030088

(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, expanding into collectibles

(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)

(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace

(49:33) Why eBay has rejected the offer, media bias against GameStop

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(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 of Anthropic's Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

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Intro Music Credit:

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Referenced in the show:

https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html

https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026

https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html

https://www.bbc.com/news/articles/cgrk21wnvy9o

https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg

https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire

https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos

https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls

https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product

https://x.com/DavidSacks/status/2065853007619588171

https://www.wsj.com/tech/ai/amazon-ceos-talks-with-u-s-officials-triggered-crackdown-on-anthropic-models-dcc90578

https://www.anthropic.com/news/fable-mythos-access

https://stratechery.com/2026/anthropics-safety-superpower

https://www.nist.gov/news-events/news/2024/08/us-ai-safety-institute-signs-agreements-regarding-ai-safety-research

https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html

https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-openai-anthropic.html

(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, justifications, and AI's "Capitalist Cucks"

(59:22) Liquidity recap: Best moments and takeaways

(1:05:39) Inflation heats up: CPI and PPI see 3+ year highs

(1:12:27) California's loose election laws creating integrity doubts

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://www.anthropic.com/news/claude-fable-5-mythos-5

https://x.com/Scobleizer/status/2064641097310335294

https://x.com/GergelyOrosz/status/2064618497150210391

https://x.com/cremieuxrecueil/status/2064433331970720187

https://x.com/Yuchenj_UW/status/2064524668208545955

https://stratechery.com

https://x.com/peter_szilagyi/status/2064620043896291671

https://darioamodei.com/post/policy-on-the-ai-exponential

https://screendna.org

https://x.com/DavidSacks/status/2065120386660880765

https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html

https://polymarket.com/event/ipos-before-2027

https://polymarket.com/event/how-high-will-inflation-get-in-2026

https://polymarket.com/event/fed-rate-hike-in-2026

https://x.com/robbystarbuck/status/2063602942637158423

https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme

https://www.dol.gov/newsroom/releases/osec/osec20260218

https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep

https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers

https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds

https://x.com/californiapost/status/2064362900098048386

(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 Aktis Oncology

(40:20) Multicoin Capital's Kyle Samani pitches GEODNET

(54:50) The Besties recap the pitches and announce winners

Thanks to our partners for making this possible!

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(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 concentration in the US

(19:51) Graham Platner, why extremism wins primaries, and what it means for the future

(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation

(41:05) Insane level of money in politics, fixing the broken system

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EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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(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 Rise: The next 18 years need as much as the last 10,000

(12:00) Dollar Debasement: $140T in debt and why hard assets win

(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis

(19:10) How to invest in the commodity supercycle

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Intro Music Credit:

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(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) OpenAI's valuation problem and the AI price war

(19:09) AI's "Atari Stage": what comes next?

(25:23) VC's broken incentives and the future of deep tech

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EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

https://www.plaud.ai

Follow the besties:

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Intro Music Credit:

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https://x.com/yung_spielburg

(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) Analytical SaaS is dead, so what survives the AI wave?

(14:06) If models become a utility, where will the money be made?

(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI

(28:22) Palo Alto's M&A playbook and the path to $1 trillion

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EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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(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, Democratizing Private Market Access

(13:28) Secondary Markets as Exit Liquidity for VCs

(27:00) The Private Market Bubble?

(32:03) Hottest Secondary Companies Right Now

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EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!

(2:05) Both CEOs on going public: Impact on employees, customers, and business operations

(13:18) Timelines for datacenters in space

(19:28) Cerebras business breakdown, AI's impact on the silicon market

(24:45) How Founder/CEOs think about liquidity on the road to going public

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EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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Apply for Summit 2026:

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Intro Music Credit:

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(0:00) Dan Loeb joins the Besties!

(0:34) Investor journey: From message boards to a multibillion dollar hedge fund

(3:15) Third Point's early days: mentors and market turmoil

(8:47) Strategy shift: Event-driven to quality and AI

(16:01) The art of short selling and a homebuilder trade

(22:15) Criminal justice reform and the Ross Ulbricht pardon

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EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

https://www.nyse.com

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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Follow Dan Loeb:

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Apply for Summit 2026:

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Intro Music Credit:

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(0:00) Coatue's Thomas Laffont joins the Besties!

(0:30) Public markets are back as AI is dominates the "Unicorn Economy"

(5:15) The $4T AI IPO explosion

(7:48) The case for SpaceX: Compounding launch monopoly and Starlink

(10:38) The 10x Paradox: Why we're seeing unprecedented scaling

(15:33) Segmenting AI markets and future impact

(18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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Apply for Summit 2026:

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Intro Music Credit:

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(0:00) Bill Ackman joins the show!

(0:30) Evolving investment philosophy: What's changed over 20 years?

(4:40) AI: Greatest time to build a business, and a major threat to portfolios

(7:50) Predicting market moves, the "rubber band effect"

(16:00) Owning founder-led companies

(19:30) Building the next Berkshire Hathaway

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EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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Follow Bill Ackman:

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Intro Music Credit:

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⁠https://x.com/yung_spielburg

(0:00) OpenAI CFO Sarah Friar joins the show!

(0:31) How OpenAI thinks about its IPO timeline

(3:31) OpenAI, Anthropic, Google: The AI arms race

(7:43) Navigating the compute crunch and AI bottlenecks, device preview!

(15:53) OpenAI's economics

(26:08) Push into chips, the cloud

(29:32) OpenAI's ad business and strategy

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

https://www.nyse.com

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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Follow Sarah Friar: ⁠https://x.com/thefriley⁠

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Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

(0:00) Bill Gurley joins the show!

(6:00) Making yourself valuable in the age of AI, first class of "AI Natives"

(17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians?

(26:54) Anthropic's Digital God: Do they believe they are creating a superior species?

(38:32) AI sovereignty, the next era of privacy, open-source crackdown coming?

(59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse

Follow Bill Gurley:

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html

https://www.youtube.com/watch?v=ORFrdYSvzuw

https://rdad.org

https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf

https://www.youtube.com/watch?v=0GaKJ4Fp2x4

https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace

https://darioamodei.com/essay/machines-of-loving-grace

https://x.com/chamath/status/2059850242779136031

https://x.com/vivekgaripalli/status/2059651390784344491

https://x.com/edzitron/status/2059122774401311095

https://p3institute.substack.com/p/from-open-source-software-to-open

https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai

https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad

https://x.com/Polymarket/status/2060034216906068131

https://x.com/savipww/status/2060070450785305030

https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html

https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo

https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs

https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108

(0:00) Gavin Baker joins the show!

(0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability

(12:42) Why Americans have turned on AI, anti-human perception

(27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs

(45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation

(1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips

(1:22:25) Market update: Flashing red signals, oil, inflation, yields up

(1:32:45) China trip flops, or was progress made behind the scenes?

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

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Referenced in the show:

https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html

https://github.com/karpathy/autoresearch

https://github.com/multica-ai/andrej-karpathy-skills/stargazers

https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team

https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4

https://x.com/i/broadcasts/1dxYljYVREYJX

https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459

https://x.com/wallstengine/status/2057378437485216031

https://x.com/MorePerfectUS/status/2056842597117636890

https://x.com/lulumeservey/status/2057239284487201043

https://polymarket.com/event/spacex-ipo-closing-market-cap-above

https://x.com/elonmusk/status/2057228707606196434

https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm

https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf

https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606

https://polymarket.com/event/may-inflation-us-annual

https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html

https://polymarket.com/event/fed-rate-hike-in-2026

https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html

https://www.cnbc.com/quotes/US10Y

(0:00) Salesforce CEO Marc Benioff joins the show!

(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms

(18:46) Taiwan, chips, AI models, and peace through trade

(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?

(47:26) OpenAI is considering suing Apple over failed ChatGPT integration

(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models

(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026

(1:11:40) Anthropic goes after "Dark SPVs"

Follow Marc Benioff:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

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Referenced in the show:

https://polymarket.com/event/will-china-invade-taiwan-before-2027

https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027

https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html

https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html

https://www.instagram.com/reels/DYJZFn0R6oY

https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html

https://www.youtube.com/watch?v=KO53gwuqZUQ

https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight

https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/

https://x.com/thinkymachines/status/2053938892152435174

https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation

https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams

(0:00) David Friedberg welcomes Charles & Chase Koch

(1:04) Koch Inc. Overview: Scale, Business Lines & History

(2:21) Building the Business: Early Days & Charles Koch Joins (1961)

(11:31) Failures, Creative Destruction & Learning from Mistakes

(19:22) Culture & Principle-Based Management

(33:53) Georgia-Pacific Acquisition & Culture Transformation

(56:17) Stand Together: Education Reform & Social Change

(1:12:37) AI, Economic Challenges & the Future of Capitalism

Thanks to our partner Axon.ai for making this possible.

Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin

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Intro Music Credit:

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Intro Video Credit:

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(0:00) Spencer Pratt vs. the Machine

(3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone

(14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About

(28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall

(38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild

(52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again

(56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight

(1:04:22) His 8-Year Vision

Thanks to our partner Axon.ai for making this possible.

Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin

Follow Spencer:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/spencerpratt/status/2049497051793412557?s=20

(0:00) Bestie intros! Thoughts on the LA mayor election

(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory

(26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?

(35:21) "FDA for AI" freakout, how the White House thinks about AI safety

(52:01) Flipping AI's negative perception: Giving, healthcare and education innovation

(1:00:04) Trading the AI market, state of the economy

Apply for Summit 2026:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/WallStreetApes/status/2052413443739951366

https://www.anthropic.com/news/higher-limits-spacex

https://x.com/elonmusk/status/2052073463029055926

https://x.com/shaunmmaguire/status/2052075296002625942

https://x.ai/news/anthropic-compute-partnership

https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard

https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil

https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html

https://x.com/SusieWiles47/status/2052192419718783246

https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html

https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf

https://x.com/ahall_research/status/2052042535661691282

https://x.com/SenSanders/status/2052116733683470556

(0:00) Bestie intros

(3:05) OpenAI misses targets, Codex gains on Claude

(20:02) AI cybersecurity: a market that's about to explode

(31:03) Elon vs Sam Altman lawsuit

(41:00) Big tech smashes earnings, Capex explosion

(52:44) Vibecoding nightmare: AI deleted someone's codebase

(58:33) Retatrutide craze: peptides go mainstream

(1:06:34) Friedberg's Supreme Court experience

Apply for Summit 2026:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.instagram.com/missthingthepod

https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273

https://polymarket.com/event/ipos-before-2027

https://x.com/aakashgupta/status/2049723185617412550

https://arxiv.org/pdf/1803.03635

https://x.com/AISecurityInst/status/2049868227740565890

https://x.com/ns123abc/status/2049527702076449244

https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28

https://x.com/ns123abc/status/2049527702076449244

https://www.google.com/finance/quote/CSCO:NASDAQ

https://x.com/chamath/status/2049864100143104420

https://x.com/zerohedge/status/2049895327566561683

https://x.com/lifeof_jer/status/2048103471019434248

https://x.com/levie/status/2049163935182733396

https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing

(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor

(8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible?

(27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma)

(44:50) Why CA Schools Spend the Most but Get the Worst Results

(50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist

(1:01:34) Can a Republican Actually Win California?

Follow Steve:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(0:00) Bestie intros!

(4:55) SpaceX-Cursor deal, compute as leverage

(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?

(46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?

(1:00:32) SPLC indictment, out of control NGOs

(1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people

Apply for Summit 2026:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion

https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion

https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges

https://polymarket.com/event/will-spacex-acquire-cursor

https://polymarket.com/event/spacex-ipo-by

https://x.com/ttunguz/status/2046815725285945820

https://x.com/elonmusk/status/2032201568335044978

https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22

https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia

https://x.com/Benioff/status/2044981547267395620

https://www.apple.com/leadership/john-ternus

https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness

https://polymarket.com/event/next-ceo-of-apple

https://x.com/joecarlsonshow/status/2046349686253265302

https://x.com/nickshirleyy/status/2043756610955423782

https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and

https://www.justice.gov/opa/media/1437146/dl

https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege

https://x.com/nickshirleyy/status/2043756610955423782

https://www.nature.com/articles/s41591-026-04342-5

(0:00) Bestie intros: Travis Kalanick joins the show!

(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC

(11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs?

(33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster?

(54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1

(59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine

(1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations

(1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2

Apply for Summit 2026:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.texastribune.org/2025/01/22/austin-texas-rents-falling

https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html

https://polymarket.com/event/gpt-5pt5-released-on

https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982

https://x.com/RihardJarc/status/2044725910566220095

https://x.com/RoundtableSpace/status/2041897604708233650

https://x.com/chamath/status/2043811625967530056

https://x.com/pmarca/status/2042742413098450998

https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15

https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0

https://x.com/zerohedge/status/2043520934930239860

https://x.com/APompliano/status/2041946174677217733

https://x.com/IAPolls2022/status/2041589297489305717

https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today

https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009

https://x.com/great_martis/status/2044454944808571015

https://x.com/GlobalMktObserv/status/2044059352466690501

https://x.com/mattcerminaro/status/2044546097230626819

https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517

https://x.com/JoeBiden/status/1815080881981190320

https://x.com/TimRunsHisMouth/status/1815088017847333273

https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation

(0:00) Bestie intros: Brad Gerstner joins the show!

(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?

(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?

(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence

(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling

(1:10:12) Iran War: Ceasefire, Israel's influence, market impact

Apply for Summit 2026:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.youtube.com/watch?v=INGOC6-LLv0

https://openai.com/index/better-language-models

https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf

https://x.com/steipete/status/2040811558427648357

https://x.com/juliusai/status/2041292301234999668

https://polymarket.com/event/ipos-before-2027

https://www.google.com/finance/quote/IGV:BATS

https://polymarket.com/event/anthropic-ipo-closing-market-cap-119

https://truthsocial.com/@realDonaldTrump/posts/116351998782539414

https://truthsocial.com/@realDonaldTrump/posts/116363336033995961

https://truthsocial.com/@realDonaldTrump/posts/116365796713313030

https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html

https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6

(0:00) Jason intros PA Governor Josh Shapiro

(1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud

(13:05) Wealth tax debate, what Dems are getting wrong on business

(20:17) 2024 Democratic collapse, future of the party, socialist wing

(38:12) How Congress has become "pathetic," political corruption

(47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War

Follow Gov. Shapiro:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens

(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup

(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo

(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat

(12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain

(41:48) Autonomous Weapons, AI Decision-Making & Future of War

(47:15) Anthropic vs Pentagon: Ethics of AI in Combat

(50:39) Palantir Surveillance State Claims

(55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence

Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin.

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Intro Music Credit:

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(0:00) Bestie intros!

(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier

(21:00) 2026 IPO explosion, OpenAI down round?

(36:33) Iran War costs, fertilizer crisis, downstream impacts

(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran

(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals

https://companiesmarketcap.com

https://www.youtube.com/watch?v=Tf_UjBMIzNo

https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549

https://polymarket.com/event/ipos-before-2027

https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot

https://x.com/DrewPavlou/status/2038967293343096896

https://polymarket.com/event/us-x-iran-ceasefire-by

https://polymarket.com/event/us-forces-enter-iran-by

https://tradingeconomics.com/commodity/urea

https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

https://polymarket.com/event/march-inflation-us-annual-higher-brackets

https://www.instagram.com/reels/DWhj1SrjvTU

https://www.youtube.com/@ElishaLong

(0:00) Bestie intros!: Friedberg for Governor of California?

(2:25) Anthropic's generational run

(15:45) OpenAI: getting focused or panic mode?

(36:56) AI valuation impacts, moats, and disruption

(43:58) Liquidity speaker announcements, the 100x AI moment

(50:35) Two landmark social media verdicts against Meta

(1:12:46) Sacks and Friedberg join PCAST!

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Referenced in the show:

https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751

https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825

https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23

https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival

https://x.com/LauraLoomer/status/2037111057701818519

https://x.com/chamath/status/2033385903520129161

https://x.com/TheIcahnist/status/2036902492080837015

https://www.google.com/finance/quote/GOOG:NASDAQ

https://www.google.com/finance/quote/LVMUY:OTCMKTS

https://x.com/cryptopunk7213/status/2023572182090109380

https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS

https://x.com/Vjay031/status/1985631799448662441

https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict

(0:00) David Friedberg intros Bryan Johnson

(0:54) Why Bryan Johnson did 5-MeO-DMT

(12:56) What brain scans actually show

(18:36) Psychosis, bad trips, and life-altering decisions

(26:23) The next frontier: organoids and gene therapy

(33:26) GLP-1s, abundance, and human optimization

(35:35) The longevity drug nobody's talking about?

Thanks to our partner for making this happen!

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(0:00) Intro live from Nvidia GTC

(0:37) CoreWeave CEO, Michael Intrator

(32:58) Perplexity CEO, Aravind Srinivas

(1:07:11) Mistral CEO, Arthur Mensch

(1:18:57) IREN CEO, Daniel Roberts

Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE - https://nyse.com

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(0:00) Matt Mahan: Why He's Running for Governor

(1:51) How California Went From Bad to Worse

(12:05) Public Sector Unions & Lobbying in Sacramento

(19:05) California's Housing Crisis: Regulation & Fees

(34:52) California Energy Crisis: Gas Taxes & Green Policy

(43:57) The $1 Trillion Pension Time Bomb

(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism

(1:09:14) Immigration Reform: ICE & the Path to Legal Status

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#allin #tech #news

(0:00) Jensen Huang joins the show!

(0:26) Acquiring Groq and the inference explosion

(8:53) Decision making at the world's most valuable company

(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing

(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes

(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future

(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact

(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions

(47:32) Datacenters in space, AI healthcare, Robotics

(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat

(59:04) Advice to young people on excelling in the AI era

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(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts

(1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans

(11:42) Iran exit strategy, NATO allies bail on the US

(17:42) Israel's influence, AIPAC, growing anti-Israel sentiment

(20:16) SAVE Act, why he supports voter ID but not this bill, election fraud

(26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border

(32:49) Debt death spiral, government fraud

(37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture

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(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on

(5:52) How to automate the physical world, markets to go after

(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race

(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California

(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War

(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders

(43:46) Dell's $50B AI infrastructure bet

(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids

This podcast was recorded LIVE at Arena Hall in Austin, Texas.

Thanks to our partners for making this event possible!:

EY:

Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW.

Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey

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We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms.

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De'Longhi

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Polymarket

(0:00) The Besties welcome Brad Gerstner!

(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms

(19:18) Off ramp strategies, Gulf state involvement, the China angle

(27:05) Anthropic and OpenAI scaling revenue faster than any company ever

(46:11) AI's PR disaster, open source's future

(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami

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Referenced in the show:

https://www.google.com/finance/quote/BZW00:NYMEX

https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5

https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de

https://polymarket.com/event/us-forces-enter-iran-by

https://x.com/altcap/status/2029223717356879931

https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c

https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26

https://x.com/sentdefender/status/2031827082934665293

https://polymarket.com/event/balance-of-power-2026-midterms

https://polymarket.com/event/march-inflation-us-annual

https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de

https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic

https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology

https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b

https://x.com/WallStreetMav/status/2032115119879045512

https://x.com/TheChiefNerd/status/2032012809433723158

https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196

https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025

https://x.com/DrTechlash/status/2030734402339365220

https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms

https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/

https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363

https://x.com/chamath/status/2032135944284094910

https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed

https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025

https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families

(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, insider trading, gray area

(26:56) Trump advocates for changing quarterly earnings to bi-annual

(30:30) Changing the accreditation rules a priority for 2026

(34:56) HFT firms that dominate the futures markets, swap reporting

(40:36) VC fund formation

(46:18) US markets vs the world, crypto classification

(52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis

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(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 socialism angle

(48:58) Nuclear proliferation: 80-80-9 framework explained

(56:20) Rising socialism in America: wealth inequality and political risk

Thanks to our partner Airwallex!

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(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, plan for transition

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(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 supply chain risk designation

(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

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Intro Music Credit:

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Referenced in the show:

https://x.com/chamath/status/2029584905831891069

https://polymarket.com/event/us-forces-enter-iran-by

https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

https://x.com/chamath/status/2029416079781736844

https://x.com/USWREMichael/status/2029539950962626734

https://x.com/addyosmani/status/2029372736267805081

https://github.com/googleworkspace/cli

https://x.com/chamath/status/2029634071966666964

https://www.lloyds.com/about-lloyds/history/lloyds-buildings

https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk

https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud

(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?

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Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next.

Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse.

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(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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Referenced in the show:

https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124

https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c

https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble

https://x.com/chamath/status/2027077786503164260

https://www.citriniresearch.com/p/2028gic

https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report

https://x.com/TurnerNovak/status/2026332990914101699

https://x.com/anistotle_/status/2026306126674108788

https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the

https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion

https://www.derekthompson.org/p/nobody-knows-anything

https://x.com/kalshi/status/2027040345419129166

https://x.com/StockMarketNerd/status/2019837212515528730

https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/

https://x.com/DavidSacks/status/2027087693327237251

https://x.com/levie/status/2026885050411745491

https://x.com/typesfast/status/2026998028222013679

https://x.com/cboyack/status/2021647373571862952

https://x.com/chamath/status/2025369318696124859

https://x.com/pat_hedger/status/2026742424471560636

https://x.com/SemiAnalysis_/status/2026719180284666046

https://x.com/WesternLensman/status/2024661247296172486

https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable

https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30

https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31

(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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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/kevinnbass/status/2024276079888732649

https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein

https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties

https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html

https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations

https://x.com/kevinnbass/status/2023941188588290502

https://x.com/kevinnbass/status/2024276084401828260

https://x.com/kevinnbass/status/2023941213951512966

https://x.com/presentwitness_/status/2024522531542356447

(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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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3

https://x.com/mattshumer_/status/2021256989876109403

https://x.com/Jason/status/2021272988100984862

https://x.com/chamath/status/2022009107964899755

https://x.com/chamath/status/2021991383327027322

https://lobstertank.co/?v=1

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026

https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/

https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012

https://www.youtube.com/watch?v=SzuvVcH2amc

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://fred.stlouisfed.org/series/FYONGDA188S

https://fred.stlouisfed.org/series/FYFRGDA188S

https://x.com/RealEJAntoni/status/2021608233866027065

https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice

https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens

https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756

https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06

(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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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html

https://www.miamiherald.com/news/local/article214210674.html

https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs

https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended

https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email

https://x.com/stockpickerspb/status/2009363916573290715

https://www.moltbook.com

https://x.com/galnagli/status/2017573842051334286

https://x.com/balajis/status/1937517664907460980

https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05

https://x.com/truflation/status/2019409671212396815

https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record

https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05

https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html

https://polymarket.com/event/spacex-ipo-closing-market-cap-above

(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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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/StephenM/status/2015133481261474030

https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting

https://www.youtube.com/watch?v=y2Z3ZUbL2e0

https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney

https://www.dhs.gov/wow

https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/

https://www.youtube.com/watch?v=tke0kY4l4e4

https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/

https://x.com/shellenberger/status/2016671351486967995

https://x.com/BoLoudon/status/1942641987326185693

https://x.com/JamesBlairUSA/status/2016154036550930765

https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

https://x.com/Geiger_Capital/status/2016564161484873748

https://x.com/RapidResponse47/status/2016537492493676905

https://x.com/chamath/status/2015966444027322763

https://polymarket.com/event/california-governor-election-2026

https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29

(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

On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— investing for those who take it seriously.

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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

Follow Dr. Oz:

https://x.com/DrOz

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.nature.com/articles/s41746-025-01671-6

(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.

https://www.nyse.com/

Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect