All-In with Chamath, Jason, Sacks & Friedberg
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439 afleveringen, van nieuw naar oud
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All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
12 juni 2026 · 1 uur 8 min
(0:00) Chamath explains the Best Ideas format Lees meer
(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.
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Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
10 juni 2026 · 43 min
(0:00) PA Senators Fetterman and McCormick join the Besties Lees meer
(0:33) Bipartisanship in 2026, rejecting extremism
(6:37) All-time unpopularity in the Senate, the filibuster question, tribalism
(13:33) Fixing wealth concentration in the US
(19:51) Graham Platner, why extremism wins primaries, and what it means for the future
(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation
(41:05) Insane level of money in politics, fixing the broken system
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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.
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Dan Dreyfus: America's Critical Minerals Crisis is Here
10 juni 2026 · 25 min
(0:00) Dan Dreyfus Presents: The Future of Critical Minerals Lees meer
(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks
(5:40) Impact of China cutting off the US from critical minerals
(8:18) Copper's Rise: The next 18 years need as much as the last 10,000
(12:00) Dollar Debasement: $140T in debt and why hard assets win
(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis
(19:10) How to invest in the commodity supercycle
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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.
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
9 juni 2026 · 29 min
(0:00) Bill Maris joins the Besties! Lees meer
(0:33) Four critical lessons from a career in technology
(5:58) Building Google Ventures with data and machine learning
(9:51) Why small VC funds beat big ones on average
(14:36) OpenAI's valuation problem and the AI price war
(19:09) AI's "Atari Stage": what comes next?
(25:23) VC's broken incentives and the future of deep tech
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EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Follow the besties:
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Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
8 juni 2026 · 31 min
(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! Lees meer
(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks
(5:15) Are cyber defenders losing the race against AI attackers?
(6:50) Analytical SaaS is dead, so what survives the AI wave?
(14:06) If models become a utility, where will the money be made?
(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI
(28:22) Palo Alto's M&A playbook and the path to $1 trillion
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EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Intro Music Credit:
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Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
7 juni 2026 · 40 min
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! Lees meer
(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.
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
6 juni 2026 · 32 min
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! Lees meer
(2:05) Both CEOs on going public: Impact on employees, customers, and business operations
(13:18) Timelines for datacenters in space
(19:28) Cerebras business breakdown, AI's impact on the silicon market
(24:45) How Founder/CEOs think about liquidity on the road to going public
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EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next.
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Follow Brad Gerstner:
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Intro Music Credit:
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Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
5 juni 2026 · 31 min
(0:00) Dan Loeb joins the Besties! Lees meer
(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.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Follow Dan Loeb:
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Intro Music Credit:
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Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
4 juni 2026 · 33 min
(0:00) Coatue's Thomas Laffont joins the Besties! Lees meer
(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.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Apply for Summit 2026:
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Follow the besties:
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Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
3 juni 2026 · 30 min
(0:00) Bill Ackman joins the show! Lees meer
(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.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Intro Music Credit:
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OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
2 juni 2026 · 32 min
(0:00) OpenAI CFO Sarah Friar joins the show! Lees meer
(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.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Follow Sarah Friar:
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Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
30 mei 2026 · 1 uur 35 min
(0:00) Bill Gurley joins the show! Lees meer
(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
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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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Referenced in the show:
https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html
https://www.youtube.com/watch?v=ORFrdYSvzuw
https://rdad.org
https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf
https://www.youtube.com/watch?v=0GaKJ4Fp2x4
https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace
https://darioamodei.com/essay/machines-of-loving-grace
https://x.com/chamath/status/2059850242779136031
https://x.com/vivekgaripalli/status/2059651390784344491
https://x.com/edzitron/status/2059122774401311095
https://p3institute.substack.com/p/from-open-source-software-to-open
https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai
https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad
https://x.com/Polymarket/status/2060034216906068131
https://x.com/savipww/status/2060070450785305030
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SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
23 mei 2026 · 1 uur 42 min
(0:00) Gavin Baker joins the show! Lees meer
(0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability
(12:42) Why Americans have turned on AI, anti-human perception
(27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs
(45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation
(1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips
(1:22:25) Market update: Flashing red signals, oil, inflation, yields up
(1:32:45) China trip flops, or was progress made behind the scenes?
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
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Referenced in the show:
https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html
https://github.com/karpathy/autoresearch
https://github.com/multica-ai/andrej-karpathy-skills/stargazers
https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team
https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4
https://x.com/i/broadcasts/1dxYljYVREYJX
https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459
https://x.com/wallstengine/status/2057378437485216031
https://x.com/MorePerfectUS/status/2056842597117636890
https://x.com/lulumeservey/status/2057239284487201043
https://polymarket.com/event/spacex-ipo-closing-market-cap-above
https://x.com/elonmusk/status/205722870…
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Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
15 mei 2026 · 1 uur 17 min
(0:00) Salesforce CEO Marc Benioff joins the show! Lees meer
(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"
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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://polymarket.com/event/will-china-invade-taiwan-before-2027
https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027
https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html
https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html
https://www.instagram.com/reels/DYJZFn0R6oY
https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html
https://www.youtube.com/watch?v=KO53gwuqZUQ
https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight
https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-inte…
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Charles & Chase Koch on How They Quietly Built a $150B Empire
12 mei 2026 · 1 uur 35 min
(0:00) David Friedberg welcomes Charles & Chase Koch Lees meer
(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:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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Follow on Instagram:
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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
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Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
10 mei 2026 · 1 uur 11 min
(0:00) Spencer Pratt vs. the Machine Lees meer
(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:
https://x.com/spencerpratt
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
Referenced in the show:
https://x.com/spencerpratt/status/2049497051793412557?s=20
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Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
9 mei 2026 · 1 uur 22 min
(0:00) Bestie intros! Thoughts on the LA mayor election Lees meer
(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:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
https://x.com/altcap
Follow on X:
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Follow on Instagram:
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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
Referenced in the show:
https://x.com/WallStreetApes/status/2052413443739951366
https://www.anthropic.com/news/higher-limits-spacex
https://x.com/elonmusk/status/2052073463029055926
https://x.com/shaunmmaguire/status/2052075296002625942
https://x.ai/news/anthropic-compute-partnership
https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard
https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil
https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html
https://x.com/SusieWiles47/status/2052192419718783246
https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html
https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf
https://x.com/ahall_research/status/2052042535661691282
https://x.com/SenSanders/status/2052116733683470556
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OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
1 mei 2026 · 1 uur 21 min
(0:00) Bestie intros Lees meer
(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:
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
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.instagram.com/missthingthepod
https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273
https://polymarket.com/event/ipos-before-2027
https://x.com/aakashgupta/status/2049723185617412550
https://arxiv.org/pdf/1803.03635
https://x.com/AISecurityInst/status/2049868227740565890
https://x.com/ns123abc/status/2049527702076449244
https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28
https://x.com/ns123abc/status/2049527702076449244
https://www.google.com/finance/quote/CSCO:NASDAQ
https://x.com/chamath/status/2049864100143104420
https://x.com/zerohedge/status/2049895327566561683
https://x.com/lifeof_jer/status/2048103471019434248
https://x.com/levie/status/2049163935182733396
https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing
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CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
29 april 2026 · 1 uur 9 min
(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor Lees meer
(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:
https://x.com/SteveHiltonx
Follow the besties:
https://x.com/chamath
https://x.com/Jason
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Follow on Instagram:
https://www.instagram.com/theallinpod
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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
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SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
24 april 2026 · 1 uur 31 min
(0:00) Bestie intros! Lees meer
(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:
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
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion
https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion
https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges
https://polymarket.com/event/will-spacex-acquire-cursor
https://polymarket.com/event/spacex-ipo-by
https://x.com/ttunguz/status/2046815725285945820
https://x.com/elonmusk/status/2032201568335044978
https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22
https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia
https://x.com/Benioff/status/2044981547267395620
https://www.apple.com/leadership/john-ternus
https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness
https://polymarket.com/event/next-ceo-of-apple
https://x.com/joecarlsonshow/status/2046349686253265302
ht…
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OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
17 april 2026 · 1 uur 31 min
(0:00) Bestie intros: Travis Kalanick joins the show! Lees meer
(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:
https://allin.com/events
Follow Travis:
https://x.com/travisk
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
Referenced in the show:
https://www.texastribune.org/2025/01/22/austin-texas-rents-falling
https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html
https://polymarket.com/event/gpt-5pt5-released-on
https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982
https://x.com/RihardJarc/status/2044725910566220095
https://x.com/RoundtableSpace/status/2041897604708233650
https://x.com/chamath/status/2043811625967530056
https://x.com/pmarca/status/2042742413098450998
https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15
https://www.wsj.com/business/data-centers-are-a-gold-rush-f…
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Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
11 april 2026 · 1 uur 29 min
(0:00) Bestie intros: Brad Gerstner joins the show! Lees meer
(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:
https://allin.com/events
Follow Brad:
https://x.com/altcap
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
Referenced in the show:
https://www.youtube.com/watch?v=INGOC6-LLv0
https://openai.com/index/better-language-models
https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf
https://x.com/steipete/status/2040811558427648357
https://x.com/juliusai/status/2041292301234999668
https://polymarket.com/event/ipos-before-2027
https://www.google.com/finance/quote/IGV:BATS
https://polymarket.com/event/anthropic-ipo-closing-market-cap-119
https://truthsocial.com/@realDonaldTrump/posts/116351998782539414
https://truthsocial.com/@realDonaldTrump/posts/116363336033995961
https://truthsocial.com/@realDonaldTrump/posts/116365796713313030
https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html
https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6
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Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
8 april 2026 · 1 uur 2 min
(0:00) Jason intros PA Governor Josh Shapiro Lees meer
(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:
https://x.com/GovernorShapiro
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
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The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
6 april 2026 · 1 uur 9 min
(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens Lees meer
(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:
https://x.com/traestephens
Follow Shyam:
https://x.com/ssankar
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
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SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
3 april 2026 · 1 uur 21 min
(0:00) Bestie intros! Lees meer
(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:
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
Referenced in the show:
https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals
https://companiesmarketcap.com
https://www.youtube.com/watch?v=Tf_UjBMIzNo
https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549
https://polymarket.com/event/ipos-before-2027
https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot
https://x.com/DrewPavlou/status/2038967293343096896
https://polymarket.com/event/us-x-iran-ceasefire-by
https://polymarket.com/event/us-forces-enter-iran-by
https://tradingeconomics.com/commodity/urea
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
https://polymarket.com/event/march-inflation-us-annual-higher-brackets
https://www.instagram.com/reels/DWhj1SrjvTU
https://www.youtube.com/@ElishaLong
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Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
27 maart 2026 · 1 uur 20 min
(0:00) Bestie intros!: Friedberg for Governor of California? Lees meer
(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:
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
Referenced in the show:
https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751
https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23
https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival
https://x.com/LauraLoomer/status/2037111057701818519
https://x.com/chamath/status/2033385903520129161
https://x.com/TheIcahnist/status/2036902492080837015
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.google.com/finance/quote/LVMUY:OTCMKTS
https://x.com/cryptopunk7213/status/2023572182090109380
https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS
https://x.com/Vjay031/status/1985631799448662441
https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict
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Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
26 maart 2026 · 38 min
(0:00) David Friedberg intros Bryan Johnson Lees meer
(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
23 maart 2026 · 1 uur 38 min
(0:00) Intro live from Nvidia GTC Lees meer
(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.
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How Matt Mahan Thinks He Can Save California
23 maart 2026 · 1 uur 17 min
(0:00) Matt Mahan: Why He's Running for Governor Lees meer
(1:51) How California Went From Bad to Worse
(12:05) Public Sector Unions & Lobbying in Sacramento
(19:05) California's Housing Crisis: Regulation & Fees
(34:52) California Energy Crisis: Gas Taxes & Green Policy
(43:57) The $1 Trillion Pension Time Bomb
(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism
(1:09:14) Immigration Reform: ICE & the Path to Legal Status
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#allin #tech #news
-
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
19 maart 2026 · 1 uur 6 min
(0:00) Jensen Huang joins the show! Lees meer
(0:26) Acquiring Groq and the inference explosion
(8:53) Decision making at the world's most valuable company
(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing
(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes
(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future
(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact
(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions
(47:32) Datacenters in space, AI healthcare, Robotics
(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat
(59:04) Advice to young people on excelling in the AI era
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John Fetterman: The Rogue Democrat Who Broke Party Ranks
18 maart 2026 · 45 min
(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts Lees meer
(1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans
(11:42) Iran exit strategy, NATO allies bail on the US
(17:42) Israel's influence, AIPAC, growing anti-Israel sentiment
(20:16) SAVE Act, why he supports voter ID but not this bill, election fraud
(26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border
(32:49) Debt death spiral, government fraud
(37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture
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Travis Kalanick & Michael Dell Live from Austin, Texas
17 maart 2026 · 1 uur 16 min
(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on Lees meer
(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!:
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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.
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Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
13 maart 2026 · 1 uur 20 min
(0:00) The Besties welcome Brad Gerstner! Lees meer
(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms
(19:18) Off ramp strategies, Gulf state involvement, the China angle
(27:05) Anthropic and OpenAI scaling revenue faster than any company ever
(46:11) AI's PR disaster, open source's future
(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami
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Referenced in the show:
https://www.google.com/finance/quote/BZW00:NYMEX
https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html
https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5
https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de
https://polymarket.com/event/us-forces-enter-iran-by
https://x.com/altcap/status/2029223717356879931
https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c
https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c
https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26
https://x.com/sentdefender/status/2031827082934665293
https://polymarket.com/event/balance-of-power-2026-midterms
https://polymarket.com/event/march-inflation-us-annual
https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de
https://www.axios.com/2025/05/28…
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Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
11 maart 2026 · 1 uur
(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig Lees meer
(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:
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CFTC Chair Michael Selig:
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Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
9 maart 2026 · 1 uur 3 min
(0:00) The Besties welcome legendary Harvard professor Graham Allison Lees meer
(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security
(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects
(21:07) Israel: Is Netanyahu destroying Israel's democracy?
(24:28) China: Taiwan invasion, trade, and Trump's April meeting
(39:50) Greenland: Importance, deal scenarios, EU socialism angle
(48:58) Nuclear proliferation: 80-80-9 framework explained
(56:20) Rising socialism in America: wealth inequality and political risk
Thanks to our partner Airwallex!
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Intro Music Credit:
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Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
7 maart 2026 · 48 min
(0:00) Jason intros Prince Reza Pahlavi Lees meer
(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
6 maart 2026 · 1 uur 23 min
(0:00) The Besties welcome Under Secretary of War Emil Michael Lees meer
(2:30) US war with Iran: Bigger picture and why now?
(13:16) Trump's new approach to warfare, AI, drones, rules of engagement
(28:39) Israel's role in the conflict, relationship with the US, Iron Beam
(37:24) Oil prices, Trump's maritime insurance play
(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk
(1:02:03) How to value Anthropic after its supply chain risk designation
(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://x.com/chamath/status/2029584905831891069
https://polymarket.com/event/us-forces-enter-iran-by
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://x.com/chamath/status/2029416079781736844
https://x.com/USWREMichael/status/2029539950962626734
https://x.com/addyosmani/status/2029372736267805081
https://github.com/googleworkspace/cli
https://x.com/chamath/status/2029634071966666964
https://www.lloyds.com/about-lloyds/history/lloyds-buildings
https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk
https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud
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Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
3 maart 2026 · 49 min
(0:00) Friedberg Introduces Ray Dalio Lees meer
(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.
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Intro Music Credit:
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Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
28 februari 2026 · 1 uur 21 min
(0:00) Bestie intros Lees meer
(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:
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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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Referenced in the show:
https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124
https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c
https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble
https://x.com/chamath/status/2027077786503164260
https://www.citriniresearch.com/p/2028gic
https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report
https://x.com/TurnerNovak/status/2026332990914101699
https://x.com/anistotle_/status/2026306126674108788
https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the
https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion
https://www.derekthompson.org/p/nobody-knows-anything
https://x.com/kalshi/status/2027040345419129166
https://x.com/StockMarketNerd/status/2019837212515528730
https://www.citadelsecurities.com/news-and-insights/2026-global-in…
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Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
20 februari 2026 · 1 uur 47 min
(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey Lees meer
(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:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://x.com/kevinnbass/status/2024276079888732649
https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein
https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties
https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html
https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations
https://x.com/kevinnbass/status/2023941188588290502
https://x.com/kevinnbass/status/2024276084401828260
https://x.com/kevinnbass/status/2023941213951512966
https://x.com/presentwitness_/status/2024522531542356447
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Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
13 februari 2026 · 1 uur 13 min
(0:00) Bestie intros Lees meer
(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:
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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://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3
https://x.com/mattshumer_/status/2021256989876109403
https://x.com/Jason/status/2021272988100984862
https://x.com/chamath/status/2022009107964899755
https://x.com/chamath/status/2021991383327027322
https://lobstertank.co/?v=1
https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf
https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026
https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/
https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012
https://www.youtube.com/watch?v=SzuvVcH2amc
https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf
https://fred.stlouisfed.org/series/FYONGDA188S
https://fred.stlouisfed.org/series/FYFRGDA188S
https://x.com/RealEJAntoni/status/2021608233866027065
https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice
htt…
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CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
10 februari 2026 · 1 uur 57 min
(0:00) From China to Canada Lees meer
(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
7 februari 2026 · 1 uur 19 min
(0:00) Besties intros: Brad Gerstner joins the show Lees meer
(3:16) Epstein Files
(15:45) SaaS stocks crash out
(35:11) Moltbook panic
(47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell
(1:00:50) SpaceX and xAI merge
(1:10:45) Brad's major win with Trump Accounts
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html
https://www.miamiherald.com/news/local/article214210674.html
https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs
https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended
https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email
https://x.com/stockpickerspb/status/2009363916573290715
https://www.moltbook.com
https://x.com/galnagli/status/2017573842051334286
https://x.com/balajis/status/1937517664907460980
https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05
https://x.com/truflation/status/2019409671212396815
https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record
https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05
https://www.cnbc.c…
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ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
31 januari 2026 · 1 uur 30 min
(0:00) Bestie intros + quick Davos recap Lees meer
(9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths
(45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI
(1:09:58) De-dollarization, gold and silver ripping
(1:20:05) California governor race
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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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Referenced in the show:
https://x.com/StephenM/status/2015133481261474030
https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting
https://www.youtube.com/watch?v=y2Z3ZUbL2e0
https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney
https://www.dhs.gov/wow
https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/
https://www.youtube.com/watch?v=tke0kY4l4e4
https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/
https://x.com/shellenberger/status/2016671351486967995
https://x.com/BoLoudon/status/1942641987326185693
https://x.com/JamesBlairUSA/status/2016154036550930765
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
https://x.com/Geiger_Capital/status/2016564161484873748
https://x.com/RapidResponse47/status/2016537492493676905
https://x.com/chamath/status/2015966444027322763
https://polymarket.com/event/california-governor-election-2026
https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29
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The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
25 januari 2026 · 2 uur 15 min
(0:00) Intro Lees meer
(0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world
(52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more
(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them
(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout
On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— investing for those who take it seriously.
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
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Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
24 januari 2026 · 1 uur 6 min
(0:00) The Besties introduce Dr. Oz Lees meer
(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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Intro Music Credit:
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Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.nature.com/articles/s41746-025-01671-6
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Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
23 januari 2026 · 1 uur 35 min
(0:00) Intro Lees meer
(0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption
(38:51) Cerebras CEO, Andrew Feldman on Compute Power
(1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots
This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://www.nyse.com/
Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.
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Intro Video Credit:
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Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
23 januari 2026 · 48 min
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo Lees meer
(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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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
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Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"
22 januari 2026 · 45 min
(0:00) Jason and Sacks welcome Sarah B. Rogers! Lees meer
(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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Intro Music Credit:
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https://x.com/yung_spielburg
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https://x.com/TheZachEffect
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Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos
21 januari 2026 · 32 min
(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella Lees meer
(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:
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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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