Filtrar por género
- 425 - Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
(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
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
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
#allin #tech #news
Sun, 20 Sep 2026 - 23min - 424 - Bill Gurley: Searching for Feynman
(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
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 Bill:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Sat, 19 Sep 2026 - 38min - 423 - Jared Isaacman: A New Era for NASA and American Space Exploration
(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
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 Jared Isaacman:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Fri, 18 Sep 2026 - 38min - 422 - Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media
(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
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 Nick Shirley:
https://www.youtube.com/@NickShirley
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Fri, 18 Sep 2026 - 32min - 421 - Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future
(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
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 Dina:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Thu, 17 Sep 2026 - 43min - 420 - Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
(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
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:
Follow on X: https://x.com/theallinpod
Follow on Instagram: https://www.instagram.com/theallinpod
Follow on TikTok: https://www.tiktok.com/@allin
Follow on LinkedIn: https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://x.com/yung_spielburg
Thu, 17 Sep 2026 - 18min - 419 - JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms
(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
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 Vice President Vance: https://x.com/JDVance
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Tue, 15 Sep 2026 - 27min - 418 - Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI
(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
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 Satya:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Tue, 15 Sep 2026 - 36min - 417 - Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
(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
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 Gwynne:
Follow Elon:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Tue, 15 Sep 2026 - 1h 04min - 416 - Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)
(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
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 Jensen:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Mon, 14 Sep 2026 - 46min - 415 - AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse
(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?
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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
Fri, 11 Sep 2026 - 1h 35min - 414 - GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
(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
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
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
Fri, 04 Sep 2026 - 1h 31min - 413 - Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://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
Sat, 29 Aug 2026 - 1h 36min - 412 - Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
(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
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
With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org
Follow Eric:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Wed, 26 Aug 2026 - 1h 30min - 411 - Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China
(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
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
Mon, 24 Aug 2026 - 55min - 410 - Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
(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
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpodIntro
Music Credit:
https://x.com/yung_spielburgIntro
Video Credit:
#allin #tech #news
Fri, 21 Aug 2026 - 1h 30min - 409 - Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety
(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
Thanks to our partners for making this possible!
AppLovin Ads is AppLovin's AI advertising platform reaching 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. AppLovin Ads is now open to all advertisers. Sign up at http://applovin.com/ALLIN
Numeral is the trusted solution for U.S. sales tax, VAT, and GST, used by 3,000+ businesses globally. They handle registrations, filings, and tax rates, so you can stay ahead of risk. Learn more at https://www.numeral.com/?utm_source=all-in
Follow Garrett:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
#allin #tech #news
Tue, 18 Aug 2026 - 55min - 408 - Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
(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
Apply for Summit 2026:
Follow Gavin:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://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
Fri, 14 Aug 2026 - 1h 39min - 407 - Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
(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
Follow Rahm:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Thu, 13 Aug 2026 - 1h 11min - 406 - Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
(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:
Follow Brad:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/the_ai_investor/status/2084687703707361429
https://x.com/Tesla/status/2085365278276284803
Sat, 08 Aug 2026 - 1h 15min - 405 - Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
(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
Thanks to our partners for making this possible!
Creative Planning. 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:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Wed, 05 Aug 2026 - 48min - 404 - Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
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.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://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://x.com/OpenAI/status/2082577277246972300
https://x.com/Jason/status/2082577230941557068
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
Fri, 31 Jul 2026 - 1h 36min - 403 - The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
(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?
Thanks to our partners for making this possible!
AppLovin Ads is AppLovin's AI advertising platform reaching 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. AppLovin Ads is now open to all advertisers. Sign up at https://applovin.com/ALLIN
If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates.
Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for up to 10% off! Which is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X)
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Tue, 28 Jul 2026 - 1h 08min - 402 - The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
(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
Apply for All-In Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
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.anthropic.com/news/detecting-and-preventing-distillation-attacks
https://x.com/typesfast/status/2080339052398891244
https://www.thefp.com/p/why-new-york-city-has-50000-ghost
Fri, 24 Jul 2026 - 1h 33min - 401 - Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
(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
Thanks to our partners for making this possible!
AppLovin Ads — 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://applovin.com/ALLIN
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 Mark:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Mon, 20 Jul 2026 - 41min - 400 - Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
(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!
Adopt Ronnie the Dog:
https://www.instagram.com/reels/Da0pGahBwaW
Apply for All-In Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://x.com/politico/status/2077315780144996633
https://x.com/DavidSacks/status/1978145266269077891
https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf
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
Sat, 18 Jul 2026 - 1h 29min - 399 - Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
(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
Thanks to our partners for making this possible!
Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin
PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for 10% off! It is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X)
Follow Pat:
Follow Anton:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
And a special thank you to Raise Summit for hosting us in Paris
Wed, 15 Jul 2026 - 49min - 398 - The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
(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
Thanks to our partners for making this possible!
Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin
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=
Follow Mati:
Follow Max:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
And a special thank you to Raise Summit for hosting us in Paris
Mon, 13 Jul 2026 - 51min - 397 - More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
(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
Apply for Summit 2026:
Follow Brad:
ttps://x.com/altcap
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://x.com/KurtSupeCPA/thread/2074817292550984010
Sat, 11 Jul 2026 - 1h 42min - 396 - Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
(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
Thanks to our partners for making this possible!
AppLovin Ads - 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://applovin.com/ALLIN
Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. https://www.nasdaq.com/convergence-economy
Follow Andrew:
Follow Robin:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Fri, 10 Jul 2026 - 1h 03min - 395 - AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
(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
Apply for Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://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
Fri, 03 Jul 2026 - 1h 42min - 394 - Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 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
Thanks to our partners!
Northwest Registered Agent — 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 northwestregisteredagent.com/ALLINFREE
PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for 10% off! It is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X)
Follow Nate:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Mon, 29 Jun 2026 - 1h 00min - 393 - Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
(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
Follow Gavin:
Follow Travis:
Apply for Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710
https://x.com/thestustustudio/status/2067356255916536120
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://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
Fri, 26 Jun 2026 - 1h 41min - 392 - GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
(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
Thanks to our partners!
AppLovin Ads — 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://applovin.com/ALLIN
Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. https://www.nasdaq.com
Follow Ryan:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Tue, 23 Jun 2026 - 1h 03min - 391 - World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
(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
Apply for Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire
https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls
https://x.com/DavidSacks/status/2065853007619588171
https://www.anthropic.com/news/fable-mythos-access
https://stratechery.com/2026/anthropics-safety-superpower
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
Fri, 19 Jun 2026 - 1h 24min - 390 - Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
(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
Apply for Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://x.com/peter_szilagyi/status/2064620043896291671
https://darioamodei.com/post/policy-on-the-ai-exponential
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.dol.gov/newsroom/releases/osec/osec20260218
https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds
https://x.com/californiapost/status/2064362900098048386
Sat, 13 Jun 2026 - 1h 42min - 389 - All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
(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!
EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.
https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Aaron:
https://www.linkedin.com/in/aaron-cowen-0a44a450
Follow Dan:
https://www.linkedin.com/in/daniel-dreyfus-b65554209
Follow Oleg:
https://www.linkedin.com/in/oleg-nodelman-375131
Follow Kyle:
https://www.linkedin.com/in/kylesamani
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Fri, 12 Jun 2026 - 1h 07min - 388 - Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
(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
Follow Senator Fetterman:
Follow Senator McCormick:
Thanks to our partners for making this possible!
EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.
https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Wed, 10 Jun 2026 - 43min - 387 - Dan Dreyfus: America's Critical Minerals Crisis is Here
(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
Follow Dan:
Thanks to our partners for making this possible!
EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value.
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Wed, 10 Jun 2026 - 24min - 386 - Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
(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
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.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Tue, 09 Jun 2026 - 28min - 385 - Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
(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
Thanks to our partners for making this possible!
EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.
https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Nikesh:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Mon, 08 Jun 2026 - 31min - 384 - Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
(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
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.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Brad:
Follow Gavin:
Follow Kelly:
https://www.linkedin.com/in/kelly-rodriques-9b49418
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Sun, 07 Jun 2026 - 39min - 383 - The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
(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
Thanks to our partners for making this possible!
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.
https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Brad Gerstner:
Follow Andrew Feldman:
Follow Will Marshall:
Apply for Summit 2026:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Sat, 06 Jun 2026 - 32min - 382 - Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
(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
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.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Dan Loeb:
Apply for Summit 2026:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Fri, 05 Jun 2026 - 31min - 381 - Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
(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.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Apply for Summit 2026:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Thu, 04 Jun 2026 - 32min - 380 - Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
(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
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.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Bill Ackman:
Apply for Summit 2026:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Wed, 03 Jun 2026 - 29min - 379 - OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
(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.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Sarah Friar: https://x.com/thefriley
Apply for Summit 2026: https://allin.com/events
Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg
Follow on X: https://x.com/theallinpod
Follow on Instagram: https://www.instagram.com/theallinpod
Follow on TikTok: https://www.tiktok.com/@theallinpod
Follow on LinkedIn: https://www.linkedin.com/company/allinpod
Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Tue, 02 Jun 2026 - 32min - 378 - Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
(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:
Apply for Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://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.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/2026/05/05/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
Fri, 29 May 2026 - 1h 34min - 377 - SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
(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?
Follow Gavin Baker:
Apply for Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://github.com/karpathy/autoresearch
https://github.com/multica-ai/andrej-karpathy-skills/stargazers
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://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606
https://polymarket.com/event/may-inflation-us-annual
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
Fri, 22 May 2026 - 1h 42min - 376 - Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
(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:
Save Scooter the Dog:
https://animalcare.lacounty.gov
https://www.instagram.com/reels/DYJZFn0R6oY
Apply for Summit 2026:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://x.com/thinkymachines/status/2053938892152435174
Fri, 15 May 2026 - 1h 16min - 375 - Charles & Chase Koch on How They Quietly Built a $150B Empire
(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
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Tue, 12 May 2026 - 1h 35min - 374 - Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/spencerpratt/status/2049497051793412557?s=20
Sun, 10 May 2026 - 1h 11min - 373 - Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://x.com/ahall_research/status/2052042535661691282
https://x.com/SenSanders/status/2052116733683470556
Fri, 08 May 2026 - 1h 22min - 372 - OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.instagram.com/missthingthepod
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://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
Fri, 01 May 2026 - 1h 20min - 371 - CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Wed, 29 Apr 2026 - 1h 08min - 370 - SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
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://x.com/Benioff/status/2044981547267395620
https://www.apple.com/leadership/john-ternus
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/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
Fri, 24 Apr 2026 - 1h 30min - 369 - OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
(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:
Follow Travis:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.texastribune.org/2025/01/22/austin-texas-rents-falling
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://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
Fri, 17 Apr 2026 - 1h 30min - 368 - Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
(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:
Follow Brad:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.youtube.com/watch?v=INGOC6-LLv0
https://openai.com/index/better-language-models
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
Fri, 10 Apr 2026 - 1h 29min - 367 - Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Wed, 08 Apr 2026 - 1h 01min - 366 - The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
(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.
Follow Trae:
Follow Shyam:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Mon, 06 Apr 2026 - 1h 09min - 365 - SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
(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
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
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://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
Fri, 03 Apr 2026 - 1h 20min - 364 - Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
(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!
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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.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
Fri, 27 Mar 2026 - 1h 20min - 363 - Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
(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!
The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at https://www.eightsleep.com/allin for up to $350 off.
Follow Bryan:
https://www.youtube.com/BryanJohnson
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Thu, 26 Mar 2026 - 37min - 362 - Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
(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
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Mon, 23 Mar 2026 - 1h 37min - 361 - How Matt Mahan Thinks He Can Save California
(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
Follow Matt Mahan:
https://x.com/MattMahanSJ?lang=en https://www.instagram.com/mattmahansj/
https://www.tiktok.com/@mattmahansj
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
Mon, 23 Mar 2026 - 1h 17min - 360 - Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
(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
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Thu, 19 Mar 2026 - 1h 06min - 359 - John Fetterman: The Rogue Democrat Who Broke Party Ranks
(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
Follow Sen. Fetterman:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit
Intro Video Credit:
Wed, 18 Mar 2026 - 45min - 358 - Travis Kalanick & Michael Dell Live from Austin, Texas
(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
Forge Global:
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.
Learn more here: https://forgeglobal.com/who-we-serve/private-companies/
De'Longhi
Athena
Polymarket
Tue, 17 Mar 2026 - 1h 15min - 357 - Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
(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
Follow Brad:
Take the survey:
Apply for Liquidity:
Apply for Summit:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://polymarket.com/event/us-forces-enter-iran-by
https://x.com/altcap/status/2029223717356879931
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://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.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363
https://x.com/chamath/status/2032135944284094910
https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025
Fri, 13 Mar 2026 - 1h 20min - 356 - Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
(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
SEC Chair Paul Atkins:
CFTC Chair Michael Selig:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Wed, 11 Mar 2026 - 1h 00min - 355 - Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
(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!
Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Mon, 09 Mar 2026 - 1h 03min - 354 - Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
(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
Follow Reza Pahlavi:
Follow Shervin:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Sat, 07 Mar 2026 - 47min - 353 - Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael
(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
Follow Emil Michael:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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
Fri, 06 Mar 2026 - 1h 22min - 352 - Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
(0:00) Friedberg Introduces Ray Dalio
(1:29) 5 Forces That Will Decide America's Future
(7:26) Why Government Reform Is Nearly Impossible
(11:19) Gold vs. Bitcoin
(28:16) What Economists Got Wrong About Tariffs
(41:11) Is America Heading Towards Collapse?
Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business account, payments, treasury, and spend management to embedded finance.
Check it out: https://airwallex.com/allin
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.
Follow Ray Dalio:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Tue, 03 Mar 2026 - 49min - 351 - Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
(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
Apply for Liquidity:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c
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://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
Sat, 28 Feb 2026 - 1h 21min - 350 - Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
(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
Follow Saagar:
Follow Michael:
Follow Kevin:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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
Fri, 20 Feb 2026 - 1h 47min - 349 - Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
(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
Apply for Liquidity:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf
https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/
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.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756
Fri, 13 Feb 2026 - 1h 13min - 348 - CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
(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
Follow CZ:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Tue, 10 Feb 2026 - 1h 57min - 347 - Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
(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
Follow Brad:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://x.com/stockpickerspb/status/2009363916573290715
https://x.com/galnagli/status/2017573842051334286
https://x.com/balajis/status/1937517664907460980
https://x.com/truflation/status/2019409671212396815
https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html
https://polymarket.com/event/spacex-ipo-closing-market-cap-above
Sat, 07 Feb 2026 - 1h 19min - 346 - ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
(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
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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.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
Fri, 30 Jan 2026 - 1h 30min - 345 - The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
(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.
Follow Jeremy:
Follow George:
Follow Adam:
Follow Chase:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Sun, 25 Jan 2026 - 2h 14min - 344 - Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
(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:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.nature.com/articles/s41746-025-01671-6
Sat, 24 Jan 2026 - 1h 05min - 343 - Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
(0:00) Intro
(0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption
(38:51) Cerebras CEO, Andrew Feldman on Compute Power
(1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots
This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, 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.
Follow Brian:
Follow Andrew:
Follow Jake:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Fri, 23 Jan 2026 - 1h 35min - 342 - Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo
(1:21) The cost of infrastructure build-out, energy challenges
(12:41) Where AI will be most impactful
(22:39) The China Threat, globalization strategy
(39:12) America's entrepreneurial AI outlook
Follow Michael:
Follow Maria:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Fri, 23 Jan 2026 - 47min - 341 - Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"
(0:00) Jason and Sacks welcome Sarah B. Rogers!
(2:22) Free speech, EU censorship, OSA/DSA overreach?
(13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff"
(22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship
(34:42) Understanding the "Censorship Industrial Complex" in America
Follow Sarah:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Thu, 22 Jan 2026 - 45min - 340 - Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos
(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella
(1:31) Future of AI copilots and agents, impact on white collar work
(8:01) How Microsoft has scaled revenue and profits with flat headcount
(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic
(12:39) Views on diffusion, how the US tech stack can win globally
(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?
(26:08) What SaaS adoption looks like in the age of AI
Follow Satya:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Wed, 21 Jan 2026 - 32min - 339 - Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
(0:00) Bestie intros!
(4:18) Iran's breaking point: regime change coming?
(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs
(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon
(35:09) Billionaire backlash in California: Wealth Tax exodus
(56:13) Greenland acquisition: Why it's crucial
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit
Referenced in the show:
https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://home.treasury.gov/news/press-releases/sb0364
https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0
https://x.com/chamath/status/2011486582386106387
https://x.com/friedberg/status/2011703965143220457
https://x.com/chamath/status/2011197387830935777
https://polymarket.com/event/will-trump-acquire-greenland-before-2027
https://x.com/chamath/status/2011197387830935777
Sat, 17 Jan 2026 - 1h 10min - 338 - Supercharging a New FDA: Marty Makary on Science, Power & Patients
(0:00) Friedberg intros FDA Commissioner Marty Makary
(3:21) Inside the 42 major FDA reforms in 10 months
(7:51) The China Race: Winning back biotech leadership
(13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines
(33:13) Reshaping the failed Food Pyramid
(41:29) GLP-1s and America's Obesity Epidemic
(49:54) Rethinking vaccines from first principles
(59:40) Lowering drug prices, the power of AI for healthcare
(1:18:57) What causes autism?
Follow Marty Makary:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Thu, 15 Jan 2026 - 1h 29min - 337 - Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism
(0:00) David Friedberg introduces Adam Carolla!
(1:32) Palisades Fire one year out: the rebuilding crisis in LA
(7:39) Gyno-fascism and safety culture
(15:49) Media bias and gender dynamics
(28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"
(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?
(51:23) Who should be California's next governor?
(58:04) Big Tech, AI, and the 2028 Election
When you need a partner trusted by millions, there's one platform for all business - PayPal Open.
Grow today at https://www.paypal.com/us/business.
Loans subject to approval and available locations.
Follow Adam:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Tue, 13 Jan 2026 - 1h 09min - 336 - All-In's 2026 Predictions
(0:00) California exodus, asset seizure tax, Besties to Austin?
(12:27) Biggest Political Winner
(17:45) Biggest Political Loser
(32:15) Biggest Business Winner
(40:51) Biggest Business Loser
(49:34) Biggest Business Deal
(56:15) Most Contrarian Belief
(1:03:05) Best Performing Asset
(1:08:02) Worst Performing Asset
(1:15:17) Most Anticipated Trend
(1:21:18) Most Anticipated Media
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/reidhoffman/status/2009015043258552670
https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html
https://x.com/Daily_MailUS/status/2008903817341931618
https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse
https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges
https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121
Sat, 10 Jan 2026 - 1h 31min - 335 - Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story
(2:24) Chamath intros Secretary Lutnick
(7:28) Full scope of the Commerce Department
(12:59) How Trump's tariff agenda was planned and executed, how it's going
(19:50) US-Japan trade deal, China's chaos-to-prowess strategy
(36:54) Why the India deal has not yet happened
(43:48) Pharma deals, lowering costs for Americans
(53:28) Focus on fraud, immigration, gold cards
(1:03:48) GDP: Could we see 5 or 6% growth in 2026?
(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal
Follow Secretary Lutnick:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Fri, 09 Jan 2026 - 1h 27min - 334 - Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst)
(2:52) The pace of innovation and why VC's are buying hospitals
(9:30) CFOs vs CIOs and unlocking growth
(20:46) The job market and why graduates aren't getting hired
(27:33) Why education is broken
(40:03) Tech time capsule
Follow Hemant Taneja:
Follow Bob Sternfels:
https://www.linkedin.com/in/bob-sternfels
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Thu, 08 Jan 2026 - 51min - 333 - Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota
(3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story
(16:36) Why this fraud story is resonating, why the national press initially avoided it
(30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go?
(49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme
(1:09:06) CA's wealth tax: normalizing the seizure of private property
(1:33:56) Chamath breaks down the $20B Groq-Nvidia deal
Follow Nick Shirley:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/nickshirleyy/status/2004642794862961123
https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html
https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes
https://x.com/EricLDaugh/status/2005410646603473256
https://x.com/kevinkileyca/status/2006053056660541840
https://x.com/chamath/status/2006087862492582084
https://x.com/C_3C_3/status/2005722313795440956
https://x.com/OliLondonTV/status/2005988021946999166
https://x.com/tomhennessey69/status/2005556784228909441
https://x.com/WallStreetApes/status/2005849513676923358
https://x.com/MarioNawfal/status/2005179409465299219
https://dcyf.mn.gov/programs-directory/child-care-assistance-program
https://x.com/susancrabtree/status/2006079778873565541
https://x.com/chamath/status/2005386348169953607
https://x.com/aaronburnett/status/2003874734661161064
https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken
https://x.com/realdailywire/status/2006122428196442388
https://x.com/rightanglenews/status/2006375449404866720
https://www.auditor.ca.gov/reports/2025-601/
Wed, 31 Dec 2025 - 1h 43min - 332 - All-In x Kill Tony: A Hilarious Holiday Special
(0:00) Intro!
(2:47) Tony Hinchcliffe roasts the Besties
(15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe
(36:03) The Besties play Kill Tony!
(50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more
Thanks to our partners for making this happen!
IREN: https://iren.com
OKX: https://okx.com
Google Cloud: https://cloud.google.com
Follow Tony:
https://www.youtube.com/@killtony
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Wed, 24 Dec 2025 - 1h 18min - 331 - Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
(0:00) Treasury Secretary Scott Bessent joins the show
(0:55) Recapping 2025 and the state of the economy
(3:13) Tariffs: Leverage, legal challenges, implementation
(15:20) Affordability: inflation, BLS data, interest rates
(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates
(42:44) Focus on Main Street, taking equity stakes in American companies
(50:40) Tax cuts, Trump accounts, economic legacy
Follow Secretary Bessent:
Referenced in the show:
https://www.international-economy.com/TIE_Sp25_Bessent.pdf
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Mon, 22 Dec 2025 - 56min - 330 - Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?
(0:00) Bestie intros!
(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI
(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?
(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?
(51:44) Dog Corner!
(59:56) China's major AI breakthrough: lithography, impact on the AI race?
(1:19:43) Are the rest of the Besties moving to Texas?
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/SenSanders/status/2001057004370948131
https://x.com/RoKhanna/status/2001733168819319167
https://x.com/DavidSacks/status/2001726037848478000
https://x.com/DavidSacks/status/2001320789279203694
https://andymasley.substack.com/p/i-cant-find-any-instances-of-data
https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms
https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/
https://x.com/DavidSacks/status/1987238502124409321
https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market
https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html
https://fred.stlouisfed.org/series/CES9091000001
https://www.nature.com/articles/s41377-025-01923-w
Fri, 19 Dec 2025 - 1h 30min - 329 - Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes
(0:00) Tucker joins the besties!
(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery
(25:40) What's behind the rise of Nick Fuentes and America First?
(49:13) Understanding the Anti-AI sentiment
(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel
Follow Tucker:
Check out Battalion Metals:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/chamath/status/1999139689173749835
https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html
https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602
https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes
https://x.com/DavidSacks/status/1997843165102100528
https://fred.stlouisfed.org/series/LNS14024887
https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
Sat, 13 Dec 2025 - 1h 38min - 328 - OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
(0:00) Bestie intros
(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share
(28:14) David Sacks vs. New York Times
(51:24) New poverty line, America's slow descent into socialism
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
Sacks's AI waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf
Sacks's Crypto waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf
https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html
https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie
Sat, 06 Dec 2025 - 1h 14min - 327 - Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game
(0:00) Molly Bloom joins the besties live in Las Vegas!
(1:48) Did Jason actually play in "Molly's Game"?
(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game
(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie
(31:10) Best celebrity poker players, high-stakes poker archetypes, and more
(34:31) Sales coaching advice
Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.
Follow Molly:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Wed, 26 Nov 2025 - 38min - 326 - Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
(0:00) Bestie intros LIVE from The Venetian Las Vegas
(1:13) Epstein Files breakdown
(10:06) Biggest Epstein questions: where did his money come from?
(14:44) Tether's booming business
(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026
(35:25) Google's Gemini 3 and TPU breakthrough
(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO
(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology
Special thanks to The Venetian Las Vegas for hosting us!:
Join us at the All-In Holiday Spectacular!:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/RepClayHiggins/status/1990868089056219267
https://x.com/michaeljburry/status/1991289193037746579
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025
https://x.com/Similarweb/status/1988879389992386897
https://x.com/PokerGO/status/1987406318832132256
Sat, 22 Nov 2025 - 1h 01min
Podcasts similares a All-In with Chamath, Jason, Sacks & Friedberg
The Bible in a Year (with Fr. Mike Schmitz) Ascension- The Catechism in a Year (with Fr. Mike Schmitz) Ascension
- DarkHorse Podcast Bret Weinstein & Heather Heying
- Ask Dr. Drew Dr. Drew
- The Jordan B. Peterson Podcast Dr. Jordan B. Peterson
- The Best of Coast to Coast AM iHeartPodcasts and Coast to Coast AM
- The Fat Emperor Podcast ivor cummins
- John Solomon Reports John Solomon
- Truth For Life Daily Program letters@truthforlife.org (Alistair Begg)
- The MeidasTouch Podcast MeidasTouch Network
- THE SAVAGE NATION Michael Savage
- Money Metals' Weekly Market Wrap Podcast Money Metals Exchange
- Pivot New York Magazine
- The Adam and Dr. Drew Show PodcastOne / Carolla Digital
- #SistersInLaw Politicon
- The Secretary Kennedy Podcast Secretary Robert F. Kennedy Jr.
- Key Life with Steve Brown Steve Brown
- The Bulwark Podcast The Bulwark
- The Compound and Friends The Compound
- American Thought Leaders The Epoch Times
- Timothy Keller Sermons Podcast by Gospel in Life Tim Keller
- The Tucker Carlson Show Tucker Carlson Network
- The Prof G Pod with Scott Galloway Vox Media Podcast Network
- What A Day What A Day
