All-In with Chamath, Jason, Sacks & Friedberg

Afleveringen

1. Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

   22 oktober 2026 · 40 min

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

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

   (18:07) AI and Cyber Warfare

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

   (30:32) Vertical Integration and Software Consolidation

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   https://x.com/yung_spielburg

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   #allin #tech #news

2. Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

   19 oktober 2026 · 41 min

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

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

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

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

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

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   Intro Music Credit:

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   Intro Video Credit:

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3. CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

   17 oktober 2026 · 1 uur 34 min

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

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

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

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

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

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

   Follow Ben:

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   Intro Music Credit:

   https://rb.gy/tppkzl

   https://x.com/yung_spielburg

   Intro Video Credit:

   https://x.com/TheZachEffect

   Referenced in the show:

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

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

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

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

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

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

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

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

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

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

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

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

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

4. Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

   15 oktober 2026 · 42 min

   Afspelen
   (0:00) Billy Evans joins Friedberg Lees meer

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

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

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

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

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

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

   Thanks to our partners for making this possible!

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

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

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

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

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

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

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

   Google for Startups connects founders with the right people, products, and best practices to help sta…

5. Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

   12 oktober 2026 · 25 min

   Afspelen
   (0:00) Martin Shkreli joins the Besties! Lees meer

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

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

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

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

   Thanks to our partners for making this possible!

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

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

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

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

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

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

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

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

   Explore ideas, industries, and technolog…

6. Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

   10 oktober 2026 · 1 uur 33 min

   Afspelen
   (0:00) Bestie intros! Lees meer

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

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

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

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

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   Intro Music Credit:

   https://rb.gy/tppkzl

   https://x.com/yung_spielburg

   Intro Video Credit:

   https://x.com/TheZachEffect

   Referenced in the show:

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

   https://www.anthropic.com/constitution

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

7. Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

   3 oktober 2026 · 1 uur 22 min

   Afspelen
   (0:00) Bestie intros! Lees meer

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

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

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

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

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

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   Intro Music Credit:

   https://rb.gy/tppkzl

   https://x.com/yung_spielburg

   Intro Video Credit:

   https://x.com/TheZachEffect

   Referenced in the show:

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

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

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

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

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

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

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

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

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

   https://polymarket.com/predictions/midterms

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

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

8. Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs

   30 september 2026 · 53 min

   Afspelen
   (0:00) Jake Paul joins the Chamath! Lees meer

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

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

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

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

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

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

   Thanks to our partners for making this possible!

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

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

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

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

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

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

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

   Google for Startups connects foun…

9. Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential

   29 september 2026 · 51 min

   Afspelen
   (0:00) Daniel Ek joins the Besties! Lees meer

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

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

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

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

   Thanks to our partners for making this possible!

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

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

   Follow the besties:

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   Intro Music Credit:

   https://rb.gy/tppkzl

   https://x.com/yung_spielburg

   Intro Video Credit:

   https://x.com/TheZachEffect

   #allin #tech #news

10. Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

    26 september 2026 · 1 uur 34 min

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

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

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

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

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

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

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

    Follow the besties:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

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

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

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

    https://prismml.com

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

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

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

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

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

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

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

    https://www.anthropic.com/constitution

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

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

    https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-…

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