All-In with Chamath, Jason, Sacks & Friedberg
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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
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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!
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<...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?
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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
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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
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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...
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...
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...
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
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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...
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
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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
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<...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
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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?
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Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis...
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
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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
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<...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
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<...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
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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
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<...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
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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
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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
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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
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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
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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
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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
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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
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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?
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<...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
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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
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<...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
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<...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
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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<...
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
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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
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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?
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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
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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
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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
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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!:
https://x.com/VenetianVegas
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