All-In with Chamath, Jason, Sacks & Friedberg
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439 afleveringen, van nieuw naar oud
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Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
17 januari 2026 · 1 uur 11 min
(0:00) Bestie intros! Lees meer
(4:18) Iran's breaking point: regime change coming?
(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs
(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon
(35:09) Billionaire backlash in California: Wealth Tax exodus
(56:13) Greenland acquisition: Why it's crucial
Follow the besties:
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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://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://home.treasury.gov/news/press-releases/sb0364
https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0
https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4
https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f
https://x.com/chamath/status/2011486582386106387
https://x.com/friedberg/status/2011703965143220457
https://x.com/chamath/status/2011197387830935777
https://polymarket.com/event/will-trump-acquire-greenland-before-2027
https://x.com/chamath/status/2011197387830935777
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Supercharging a New FDA: Marty Makary on Science, Power & Patients
15 januari 2026 · 1 uur 30 min
(0:00) Friedberg intros FDA Commissioner Marty Makary Lees meer
(3:21) Inside the 42 major FDA reforms in 10 months
(7:51) The China Race: Winning back biotech leadership
(13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines
(33:13) Reshaping the failed Food Pyramid
(41:29) GLP-1s and America's Obesity Epidemic
(49:54) Rethinking vaccines from first principles
(59:40) Lowering drug prices, the power of AI for healthcare
(1:18:57) What causes autism?
Follow Marty Makary:
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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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Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism
13 januari 2026 · 1 uur 10 min
(0:00) David Friedberg introduces Adam Carolla! Lees meer
(1:32) Palisades Fire one year out: the rebuilding crisis in LA
(7:39) Gyno-fascism and safety culture
(15:49) Media bias and gender dynamics
(28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"
(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?
(51:23) Who should be California's next governor?
(58:04) Big Tech, AI, and the 2028 Election
When you need a partner trusted by millions, there's one platform for all business - PayPal Open.
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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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All-In's 2026 Predictions
10 januari 2026 · 1 uur 31 min
(0:00) California exodus, asset seizure tax, Besties to Austin? Lees meer
(12:27) Biggest Political Winner
(17:45) Biggest Political Loser
(32:15) Biggest Business Winner
(40:51) Biggest Business Loser
(49:34) Biggest Business Deal
(56:15) Most Contrarian Belief
(1:03:05) Best Performing Asset
(1:08:02) Worst Performing Asset
(1:15:17) Most Anticipated Trend
(1:21:18) Most Anticipated Media
Follow the besties:
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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/reidhoffman/status/2009015043258552670
https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html
https://x.com/Daily_MailUS/status/2008903817341931618
https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse
https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges
https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121
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Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
9 januari 2026 · 1 uur 27 min
(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story Lees meer
(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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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
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Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
8 januari 2026 · 51 min
(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) Lees meer
(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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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
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Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
31 december 2025 · 1 uur 43 min
(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota Lees meer
(3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story
(16:36) Why this fraud story is resonating, why the national press initially avoided it
(30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go?
(49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme
(1:09:06) CA's wealth tax: normalizing the seizure of private property
(1:33:56) Chamath breaks down the $20B Groq-Nvidia deal
Follow Nick Shirley:
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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/nickshirleyy/status/2004642794862961123
https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944
https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html
https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes
https://x.com/EricLDaugh/status/2005410646603473256
https://x.com/kevinkileyca/status/2006053056660541840
https://x.com/chamath/status/2006087862492582084
https://x.com/C_3C_3/status/2005722313795440956
https://x.com/OliLondonTV/status/2005988021946999166
https://x.com/tomhennessey69/status/2005556784228909441
https://x.com/WallStreetApes/status/2005849513676923358
https://x.com/MarioNawfal/status/2005179409465299219
https://dcyf.mn.gov/programs-directory/child-care-assistance-program…
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All-In x Kill Tony: A Hilarious Holiday Special
24 december 2025 · 1 uur 18 min
(0:00) Intro! Lees meer
(2:47) Tony Hinchcliffe roasts the Besties
(15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe
(36:03) The Besties play Kill Tony!
(50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more
Thanks to our partners for making this happen!
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Follow Tony:
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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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Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
22 december 2025 · 57 min
(0:00) Treasury Secretary Scott Bessent joins the show Lees meer
(0:55) Recapping 2025 and the state of the economy
(3:13) Tariffs: Leverage, legal challenges, implementation
(15:20) Affordability: inflation, BLS data, interest rates
(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates
(42:44) Focus on Main Street, taking equity stakes in American companies
(50:40) Tax cuts, Trump accounts, economic legacy
Follow Secretary Bessent:
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Referenced in the show:
https://www.international-economy.com/TIE_Sp25_Bessent.pdf
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
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Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?
20 december 2025 · 1 uur 30 min
(0:00) Bestie intros! Lees meer
(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI
(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?
(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?
(51:44) Dog Corner!
(59:56) China's major AI breakthrough: lithography, impact on the AI race?
(1:19:43) Are the rest of the Besties moving to Texas?
Follow the besties:
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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/SenSanders/status/2001057004370948131
https://x.com/RoKhanna/status/2001733168819319167
https://x.com/DavidSacks/status/2001726037848478000
https://x.com/DavidSacks/status/2001320789279203694
https://andymasley.substack.com/p/i-cant-find-any-instances-of-data
https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms
https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/
https://x.com/DavidSacks/status/1987238502124409321
https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market
https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html
https://fred.stlouisfed.org/series/CES9091000001
https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/
https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/
https://www.nature.com/articles/s41377-025-01923-w
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Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes
13 december 2025 · 1 uur 39 min
(0:00) Tucker joins the besties! Lees meer
(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery
(25:40) What's behind the rise of Nick Fuentes and America First?
(49:13) Understanding the Anti-AI sentiment
(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel
Follow Tucker:
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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/1999139689173749835
https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html
https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602
https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes
https://x.com/DavidSacks/status/1997843165102100528
https://fred.stlouisfed.org/series/LNS14024887
https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
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OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
6 december 2025 · 1 uur 14 min
(0:00) Bestie intros Lees meer
(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share
(28:14) David Sacks vs. New York Times
(51:24) New poverty line, America's slow descent into socialism
Follow the besties:
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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:
Sacks's AI waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf
Sacks's Crypto waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf
https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f
https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html
https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html
https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie
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Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game
26 november 2025 · 38 min
(0:00) Molly Bloom joins the besties live in Las Vegas! Lees meer
(1:48) Did Jason actually play in "Molly's Game"?
(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game
(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie
(31:10) Best celebrity poker players, high-stakes poker archetypes, and more
(34:31) Sales coaching advice
Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.
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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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Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
22 november 2025 · 1 uur 2 min
(0:00) Bestie intros LIVE from The Venetian Las Vegas Lees meer
(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
Join us at the All-In Holiday Spectacular!:
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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/RepClayHiggins/status/1990868089056219267
https://x.com/michaeljburry/status/1991289193037746579
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025
https://x.com/Similarweb/status/1988879389992386897
https://x.com/PokerGO/status/1987406318832132256
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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
14 november 2025 · 55 min
(0:00) Michael Burry's big short against AI Lees meer
(12:00) Why Palantir is so richly valued vs other tech companies
(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
(36:18) H-1B debate flares up again after Trump's comments on Fox News
(42:37) Science Corner: Solar storms, coronal mass ejection, risks
(51:14) Rich Americans fleeing "the great confiscation"
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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/michaeljburry/status/1988778952299802818
https://x.com/_Investinq/status/1988847716613365845
https://x.com/michaeljburry/status/1987918650104283372
https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html
https://x.com/jatanackov/status/1988256651103592564
https://x.com/omapproach/status/1988410644907856075
https://x.com/latestinspace/status/1988606899932299700
https://www.swpc.noaa.gov/
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Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
7 november 2025 · 1 uur 27 min
(0:00) Brad Gerstner joins the show! Lees meer
(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI
(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
(36:47) Holiday party announcement! allin.com/events for tickets
(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?
(1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?
Join us at the All-In Holiday Spectacular!:
https://allin.com/events
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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.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html
https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html
https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri
https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7
https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/
https://x.com/DavidSacks/status/1986476840207122440
https://x.com/sama/status/1986514377470845007
https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43
https://x.com/nvidianewsroom/status/1986221177099194484
https://www.aipanic.news/p/the-ai-existential-risk-…
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Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix
5 november 2025 · 27 min
(0:00) Introducing Ari Emanuel Lees meer
(1:03) Ari's background in the content business and Hollywood
(4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products
(9:21) AI's impact: anticipating the 3-day workweek
(12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership
(18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision
(22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global
(24:21) Ari's relationship with his brothers and Elon Musk
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.…
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Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower
4 november 2025 · 29 min
(0:00) Introducing Tareq Amin Lees meer
(0:39) Saudi Arabia's evolution, Humain's business
(8:11) How Humain works with foundational model providers
(13:14) Saudi's energy and talent advantages, the AI race in the Middle East
(18:11) Working in the era of MBS, Vision 2030
(21:40) How Saudi manages their relationships with the US and China
(23:51) Sacks on the US-Saudi AI alliance
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Tareq:
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Follow the besties:
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Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom
3 november 2025 · 26 min
(0:00) Introducing Paul "Triple H" Levesque Lees meer
(0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock
(5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey
(8:43) WWE vs UFC: Why they are opposites, star building
(11:21) Physicality of the WWE and how they support wrestlers
(14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE
(21:28) Helping America's youth via physical fitness
(23:35) How the internet forced wrestlers to blend their in ring personas with real-life
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. htt…
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Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia
31 oktober 2025 · 1 uur 34 min
(0:00) Disgraziad Corner: The most disgraceful things of the week! Lees meer
(3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately
(11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias
(24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet
(42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass?
(47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony
(56:24) AI power efficiency, Robotaxis, future of self-driving
(1:09:34) Bill Gates flips on climate change, solar, energy production
Follow Elon:
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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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Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
30 oktober 2025 · 1 uur 4 min
(0:00) Chamath and Jason welcome Pete Buttigieg Lees meer
(1:31) Why the Democrats lost tech
(6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market
(23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending
(33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties
(40:07) Immigration: Trump shutting the border, Biden's failure
(47:38) Working in the Biden Admin: good and bad, gatekeepers, cognitive decline, anointing Kamala Harris vs running a short primary
(52:17) Thoughts on moving NASA under the Dept of Transportation
(54:07) AI: self-driving, automation, and job loss
(1:01:19) Running in 2028, Mamdani in NYC
Follow Pete:
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Follow the besties:
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Follow on X:
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Follow on Instagram:
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Follow on TikTok:
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Follow on LinkedIn:
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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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Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela
28 oktober 2025 · 58 min
(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado Lees meer
(4:27) Venezuela before and after Chavez
(15:25) Why María got involved in politics and why she was expelled
(24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing
(31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet"
(39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela
(54:23) The rise of socialism in the US
Follow María:
https://x.com/MariaCorinaYA
Learn more about the 2025 Nobel Peace Prize:
https://www.nobelpeaceprize.org/articles/nobels-fredspris-2025-1
Follow the besties:
https://x.com/chamath
https://x.com/Jason
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Follow on X:
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Follow on Instagram:
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Follow on TikTok:
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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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Nobel Prize in Physics Winner: John Martinis on the State of Quantum
27 oktober 2025 · 50 min
(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics Lees meer
(0:43) John's history, how he got into physics
(4:54) Explainer on quantum mechanics
(22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize
(30:37) Understanding qubits, the state of quantum computing, and the impact of AI
(40:56) US vs China in quantum, reactions to winning the Nobel Prize
Learn more about the 2025 Nobel Prize in Physics:
https://www.nobelprize.org/prizes/physics/2025/summary
Follow the besties:
https://x.com/chamath
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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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NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage
25 oktober 2025 · 1 uur 25 min
(0:00) Bestie intros! Lees meer
(1:02) CA Billionaire Tax
(17:00) Major NBA gambling scandal
(29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans
(49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists"
(1:03:54) Study shows AI bias
Follow the besties:
https://x.com/chamath
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https://x.com/friedberg
Follow on X:
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Follow on Instagram:
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Follow on TikTok:
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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://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election
https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand
https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats
https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html
https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf
https://x.com/MovieTimeDev/status/1968107643643498744
https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg
https://x.com/SawyerMerritt/status/1981119824991322553
https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html
https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/
https://ogletree.com/insights-resources/blog-posts/10-faqs-about-californias-new-algorithmic-discrimination-rules/
https://www.crowell.com/en/insights/client-alerts/artificial-intelligence-in-employment-update-illinois-requires-notice-and-prohibits-discriminatory-impact-in-use-…
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Joe Manchin on the Fight for America's Future: Term Limits, Bipartisanship & the 2028 Election
23 oktober 2025 · 1 uur 10 min
(0:00) Chamath and Jason welcome Senator Joe Manchin! Lees meer
(4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats
(19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president
(28:12) Why socialism is on the rise in America, entitlement culture
(37:06) Importance of term limits in Congress, Joe's favorite current senators, cascading issues from the loss of bipartisanship
(52:25) Breaking the Dem/Rep duopoly by opening up primaries, thoughts on midterms in 2026
(57:18) Expectation vs reality for Obama, Trump and Biden presidencies; thoughts on the 2028 election
Follow the besties:
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Follow on LinkedIn:
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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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California Forever: The Startup Building America's Next Great City
21 oktober 2025 · 11 min
(0:00) Introducing Jan Sramek Lees meer
(0:51) How California Forever is building America's next great city
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Jan:
https://x.com/jansramek
Follow the besties:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
-
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
18 oktober 2025 · 1 uur 16 min
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area Lees meer
(3:35) State of crime in SF, do they need the National Guard?
(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?
(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history
(52:59) AI PR crisis: Recent datacenters get denied
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.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html
https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3
https://x.com/the_jefferymead/status/1978130345200427334
https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php
https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research
https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961
https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e
https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html
https://truthsocial.com/@realDonaldTrump/posts/115351840469973590
https://truthsocial.com/@realDonaldTrump/posts/115350455734003647
https://mpmaterials.com/mountain-pass
https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/
https://chinapower.csis.org/tracker/china-gdp
https://www.reuters.com/wo…
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1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
16 oktober 2025 · 51 min
(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" Lees meer
(0:38) Why he chose this time period
(3:22) The setup: what led to the 1929 crash
(19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025?
(26:21) Role of journalist vs market participant; characters of the 2025 market
(30:10) AI's potential 1929-like impact on unemployment
(35:16) Why socialism is flaring up now more than it did post-1929
(40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act
(46:51) Film rights strategy
Buy Sorkin's new book:
https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966
Follow Andrew Ross Sorkin:
https://x.com/andrewrsorkin
Follow the besties:
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Follow on Instagram:
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Follow on TikTok:
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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.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966
https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up
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How Orlando Bravo Built One of the Most Successful Firms in Private Equity
15 oktober 2025 · 29 min
(0:00) Introducing Orlando Bravo Lees meer
(1:53) Orlando's history, Puerto Rico origins, how he got into private equity
(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising
(9:01) Role of PE in the American economy, public perception, underwriting AI risks
(15:23) Deal pricing philosophy, acquiring Boeing's avionics business
(19:24) Thoma Bravo's operating playbook after acquiring a company
(26:16) Thoughts on taking Thoma Bravo public
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Orlando Bravo:
https://x.com/orlandobravotb
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
…
-
Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today
14 oktober 2025 · 11 min
(0:00) Introducing Bryan Johnson Lees meer
(0:46) Bryan takes the audience through a quick biological age test
(5:53) The single best longevity hack from all of his research
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Bryan Johnson:
https://x.com/bryan_johnson
Follow the besties:
https://x.com/chamath
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https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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Follow on Instagram:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielb…
-
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package
14 oktober 2025 · 19 min
(0:00) Introducing Cathie Wood Lees meer
(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more
(9:23) Cathie's bull case for Bitcoin $1M
(11:38) Opening up access to innovation for retail
(14:32) Cathie explains Ark's strategies for bull and bear markets
(16:01) Thoughts on Elon's trillion-dollar pay package
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Cathie Wood:
https://x.com/cathiedwood
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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Follow on TikT…
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Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
10 oktober 2025 · 1 uur 28 min
(0:00) Bestie intros: Welcome back Brad Gerstner! Lees meer
(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done
(13:27) National Guard sent to Chicago to protect ICE Agents
(44:02) OpenAI's deal with AMD, state of the "AI Bubble"
(1:05:45) Circular AI deals: cause for concern or no big deal?
(1:15:00) What's behind the Gold rally?
(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets
Follow Brad:
https://x.com/altcap
Follow the besties:
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Follow on Instagram:
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Follow on TikTok:
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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://truthsocial.com/@realDonaldTrump/posts/115340993884364431
https://x.com/RapidResponse47/status/1972726021196562494
https://x.com/JasonJournoDC/status/1976080696209760487
https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22
https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize
https://x.com/BillAckman/status/1976307397099471229
https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013
https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228
https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html
https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens
https://x.com/libsoftiktok/status/1965294885373947928
https://x.com/CollinRugg/status/1972716966831120601
https://x.com/unlimited_ls/status/1975302286969631204
https://ww…
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Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
9 oktober 2025 · 28 min
(0:00) Introducing Roelof Botha Lees meer
(1:08) Sequoia's Scout program and its best-performing funds ever
(3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies
(9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes
(13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners
(20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz
(26:06) Investing in biotech, importance of expertise in VC
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Roelof:
https://x.com/roelofbotha
Follow the best…
-
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
8 oktober 2025 · 28 min
(0:00) Introducing YouTube CEO Neal Mohan Lees meer
(1:08) YouTube's revenue split with creators
(7:30) How Neal thinks about enabling monoculture and connective threads at YouTube
(11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally
(19:58) YouTube TV, YouTube Premium, and channel subscriptions
(24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Neal:
https://x.com/nealmohan
Follow the besties:
https://x.com/chamath
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https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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Follow on Instagram:
https://www.instagra…
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Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
8 oktober 2025 · 27 min
(0:00) Introducing Joe Tsai Lees meer
(0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing?
(6:07) Alibaba origins, China's pullback on capitalism
(10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China?
(19:46) AI application in large businesses
(21:52) Managing corporate culture at Alibaba's scale, Nets predictions
(23:17) AI adoption, job anxiety, and AGI views in China
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Joe Tsai:
https://x.com/joetsai1999
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/theal…
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Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
3 oktober 2025 · 1 uur 30 min
(0:00) Bestie intros! Lees meer
(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble
(17:42) IPO market, SPAC 2.0
(27:41) The AI rollup opportunity
(36:01) Sacks joins the show!
(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?
(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry
(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation
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://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900
https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost
https://x.com/Jason/status/1973461806585966655
https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai
https://x.com/scaling01/status/1972650237266465214
https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act
https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis
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Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America
2 oktober 2025 · 54 min
(0:00) Chamath and Jason welcome Rep. Ro Khanna! Lees meer
(1:10) H-1Bs and immigration
(8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders
(15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI
(24:25) Government shutdown, what actually happens?
(30:25) Extreme rhetoric: Importance of dialing this down
(36:29) Censorship and lawfare on both sides
(40:32) Crime issues in major cities, why Democrats are losing on safety, common sense solutions
(47:46) Mamdani's surge: is Zohran the future of the party?
(51:15) Congressional stock trading ban
Follow Ro Khanna:
https://x.com/rokhanna
Follow the besties:
https://x.com/chamath
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Follow on X:
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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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Multicoin Capital's Kyle Samani on Internet Capital Markets
1 oktober 2025 · 14 min
(0:00) Introducing Kyle Samani Lees meer
(1:07) History of modern capital markets
(3:25) What a redesigned capital market structure would look like in 2025
(8:22) Examples of the future of internet capital markets
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Kyle:
https://x.com/KyleSamani
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
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Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix
30 september 2025 · 23 min
(0:00) Introducing Rick Caruso Lees meer
(1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild
(11:20) California's incompetence, running for CA Governor vs LA Mayor
(14:21) Attention to detail
(17:04) State of California: What it should be, homelessness, National Guard, policing
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Rick Caruso:
https://x.com/RickCarusoLA
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
…
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Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War
30 september 2025 · 25 min
(0:00) Introducing Arm CEO Rene Haas Lees meer
(1:08) Lessons from working with Jensen Huang
(3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size
(10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion"
(15:35) Manufacturing in America: how to create a culture of excellence?
(18:34) US export controls, building in the UK
(23:42) US-China AI arms race
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarket.com
Follow Rene: https://x.com/renehaas237
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:
ht…
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Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
30 september 2025 · 1 uur 8 min
(0:00) Introducing Cleo Abram Lees meer
(1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True
(8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope
(23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the "war on science"
(37:37) Zipline CEO Keller Rinaudo Cliffton on the future of drone delivery
(53:29) Q&A with Keller Rinaudo Cliffton, Cleo, and Friedberg: Instant delivery explosion, competitors, impact on healthcare
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Cleo:
https://x.com/cleoabram
https://www.youtube.com/c/CleoAbram
Follow Keller:
https://x.com/keller
Follow the bes…
-
Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
29 september 2025 · 31 min
(0:00) Introducing Eli Lilly CEO Dave Ricks Lees meer
(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China
(7:08) GLP-1 pricing and capital allocation after a breakout pharma product
(12:56) Why Biotech VC has plummeted, "patent hacking" in China
(15:32) Dave's health regimen: good sleep, movement, healthy diet, social relationships, reading
(18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases
(21:16) Thoughts on RFK Jr, Big Pharma's influence on the media, how AI empowers patients
(25:27) Impact of proposed NIH cuts, explaining the "PBM boogeyman", next major pharma breakthrough
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarke…
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H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
27 september 2025 · 1 uur 24 min
(0:00) Bestie intros! Lees meer
(2:23) H-1B overhaul: origins and exploitation
(25:26) Autism linked to Tylenol usage during pregnancy
(43:42) Jimmy Kimmel returns to ABC: comments and reactions
(59:21) Two major AI papers
(1:09:00) YouTube update
(1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law
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/will-courts-block-trumps-100k-h1b-by-september-30
https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html
https://x.com/RobertMSterling/status/1873174358535110953
https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html
https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers
https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/
https://x.com/ThaaatColin/status/1958690862185230539
https://x.com/ThaaatColin/status/1958690862185230539
https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582
https://x.com/sahilkapur/status/1970211641124847711
https://x.com/shawn_farash/status/1971289990283002022
https://x.com/Scott_Wiener/status/1970307297999007773
https://x.com/thackerpd/status/1971246303243010172
https://support.google.com/youtube/answer/7354993?hl=en
https://judiciary.house.gov/media/press-releases/google-admits-censorship-under-biden-promises-end-bans-youtube-accounts
https://arxiv.org/pdf/2509.13351
https://www.nature.com/articles/s43588-025-00854-1#Abs1
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Eric Schmidt on AI, the Battle with China, and the Future of America
24 september 2025 · 29 min
(0:00) Introducing Eric Schmidt Lees meer
(1:59) Thoughts on remote work and work-life balance
(3:49) Approaching AI: US vs China
(8:04) Relativity Space, rockets, drones, defense, and more
(17:32) Future role of America, and the decline of the West
(21:51) AGI: boom or bust?
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarket.com/
Follow Eric:
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Follow the besties:
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Intro Music C…
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Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
19 september 2025 · 1 uur 22 min
(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America Lees meer
(15:27) Assassination culture in America, online radicalization
(30:37) Jimmy Kimmel suspended indefinitely by ABC
(49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok
(1:01:09) Besties discover their recent YouTube videos have been flagged as "Restricted"
(1:06:23) All-In Summit recap
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://x.com/charliekirk11/status/1909391943802703899
https://www.bbc.com/news/articles/c99g1e0z2ero
https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief
https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379
https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists
https://x.com/jk_rowling/status/1966256971134234678
https://x.com/megynkelly/status/1968477822982480298
https://x.com/LizMacDonaldFOX/status/1968837993797665085
https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight
https://x.com/bennyjohnson/status/1968359685045838041
https://x.com/TheChiefNerd/status/1968492589201396052
https://www.nbcnews.com/pop-culture/tv/jon-stewart-rips-paramount-cbs-diatribe-cancellation-colbert-late-show-rcna220144
https://latenighter.com/features/analyst-network-late-night-talk-shows-became-unprofitable-in-2023
https://x.com/stoolpresidente/status/1968474692886340002
https://variety.com/202…
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Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
18 september 2025 · 25 min
(0:00) Introducing Solana Co-Founder Anatoly Yakovenko Lees meer
(0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries
(5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market
(10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act
(15:57) Quantum computing, AI's impact on crypto
(18:48) Bitcoin: resiliency, market cornering, risks, future
(22:45) Ethereum, Visa/Mastercard
Thanks to our partners for making this happen!
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarket.com/
Follow Anatoly:
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Follow the besties:
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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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Follow on LinkedIn:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spi…
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Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
17 september 2025 · 26 min
(0:00) Introducing Uber CEO Dara Khosrowshahi Lees meer
(0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution
(8:14) How self-driving impacts Uber's business model over time
(13:30) Other forms of transportation Uber could provide
(16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food
(21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network
(22:31) How Uber thinks about driver job displacement from self-driving
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarket.com/
Follow Dara:
https://x.com/dkhos
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/frie…
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The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities
16 september 2025 · 37 min
(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons Lees meer
(1:14) The student loan burden
(8:03) DEI at US universities
(13:56) Administrative bloat
(16:12) Trump vs the Ivy League, viewpoint diversity
(21:56) Impact of K-12 education declining
(25:13) Will AI learning kill higher education?
(29:14) Rising unemployment among recent graduates
(31:35) Role of endowments
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarket.com/
Follow Sian:
https://x.com/sianbeilock
Follow Rich:
https://x.com/richlyons
Follow the besties:
https://x.com/chamath
https://x.com/Jason
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https://x.com/friedberg
Follow on X:
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Follow on Instagram:
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Tulsi Gabbard on Russiagate Hoax Evidence and How She's Reforming Politicized Intelligence Agencies
15 september 2025 · 42 min
(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence Lees meer
(1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies
(17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability
(25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party
(30:16) Thoughts on bombing Iran, what impacts her views on foreign policy and war
(35:15) The impact of designating drug cartels as terrorist orgs, safety at the Southern Border, China
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarket.com/
Follow Tulsi:
https://x.com/tulsigabbard
Follow the besties:
https://x.com/chamath
https://x.com/Jason…
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Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
15 september 2025 · 26 min
(0:00) Introducing Vlad Tenev Lees meer
(0:51) Jason tells his story of investing in Robinhood
(3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy
(7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary
(17:01) Criticisms around expanding access to sophisticated financial products
(19:34) Current landscape of financial companies, Robinhood's future, competing with incumbents
(23:28) Harmonic and building mathematical superintelligence
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarket.com/
Athletic Brewing: https://athleticbrewing.com/
Follow Vlad:
https://x.com/vladtenev
Follow the besties:
https://x.com/chamath
https://x.com/Jason
htt…