All-In with Chamath, Jason, Sacks & Friedberg
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Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit
12 september 2025 · 32 min
(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win Lees meer
(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?
(4:01) Genie 3 world model
(9:21) State of robotics models, form factors, and more
(14:42) AI science breakthroughs, measuring AGI
(20:49) Nano-Banana and the future of creative tools, democratization of creativity
(24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science
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/
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Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
10 september 2025 · 45 min
(0:00) Introducing Elon Musk, and reflecting on his DOGE experience Lees meer
(2:47) Optimus: Progress and potential, the "hands problem"
(12:20) Tesla: AI5 chips, impact on FSD
(16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update
(26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, "Grokipedia"
(31:29) Evolving alongside AI, implosion of the West, the religion vacuum
(37:36) Understanding the universe, going to the Moon, what happens on Mars?
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 Elon:
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Fol…
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Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
9 september 2025 · 40 min
(0:00) Introducing Palantir CEO Alex Karp Lees meer
(1:10) Understanding Palantir's fans and haters
(8:40) Palantir's work at the border, data collection and surveillance, built-in protections
(20:02) Israel/Palestine
(22:23) Is the West committing suicide?
(30:54) Antisemitism
(31:52) China's strategy, dealing with cartels
(36:46) Why modern Progressivism is not progressive
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 the besties:
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The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025
9 september 2025 · 28 min
(0:00) Introducing Adena Friedman Lees meer
(1:16) Nasdaq's business, expanding beyond a stock exchange
(2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule
(7:21) How the IPO market can change to help companies go public faster
(13:37) Evolution of markets: predictions, options, SPVs, secondaries
(18:18) State of the stock market, role at the NY Fed, data issues at the Fed
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 Adena:
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How to Save America: Mark Cuban and Tucker Carlson Debate | All-In Summit 2025
9 september 2025 · 1 uur
(0:00) Introducing Mark Cuban, sadness over Luka Doncic Lees meer
(2:38) America's broken healthcare system
(15:16) State of the two-party system
(19:24) Introducing Tucker Carlson
(20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left?
(24:27) How to make Americans believe in America again
(34:12) AI job displacement
(39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder
(52:54) Antisemitism and Israel
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 Mark Cuban:
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Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025
9 september 2025 · 31 min
(0:00) Introducing Secretary Wright Lees meer
(1:09) Nuclear, China's approach
(4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind
(11:32) Debating renewables vs nat gas and coal
(18:40) Chamath's energy framework
(21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development
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 Secretary Wright:
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Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
7 september 2025 · 1 uur 7 min
(0:00) Bestie intros Lees meer
(0:52) Behind the scenes of the White House Tech Dinner!
(28:39) Tariff showdown headed to the Supreme Court
(42:44) Other Trump Administration legal battles
(46:58) Weak jobs report: what is the state of the economy?
(57:52) Google avoids worst-case scenario in antitrust case
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/EdLudlow/status/1963763066988110177
https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance
https://www.youtube.com/watch?v=opn9soJ5TYM&t=11s
https://truthsocial.com/@realDonaldTrump/posts/115119151783895076
https://www.congress.gov/bill/94th-congress/house-bill/3884
https://www.cbo.gov/publication/61697
https://x.com/tkl_adam/status/1963961233368924464
https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve
https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html
https://polymarket.com/event/us-recession-in-2025?tid=1757216927232
https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4
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Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
5 september 2025 · 1 uur 8 min
(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first Lees meer
(3:56) Career Change: Medicine to Politics
(7:03) Political Philosophy
(10:55) Trade Policy & Economic Impact
(15:52) Consequences of Tariffs
(20:43) Voting Against the One Big Beautiful Bill
(27:52) AI & the Economy
(35:10) Our Fragile Financial System
(41:22) Government Employment & Appropriate Spending
(48:18) COVID Cover Up & Dangers of Gain-of-function Research
(1:01:00) Relations with China
(1:05:52) Political Future
Follow Senator Paul:
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Check out Deception: The Great Covid Cover-Up:
https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130
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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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Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
30 augustus 2025 · 1 uur 32 min
(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! Lees meer
(0:46) All-In Summit updates, Jason's new program
(9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like?
(36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security?
(51:37) US Sovereign Wealth Fund
(58:41) Why corporate bankruptcies are trending up in 2025
(1:12:12) OpenAI's novel LLM-based approach to longevity research
Join us at the All-In Summit:
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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.mena.launch.co
https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841
https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html
https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud
https://truthsocial.com/@realDonaldTrump/posts/115092130707196133
https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push
https://www.cnbc.com/2021/06/10/cpi-may-2021.html
https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent
https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm
https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve
https://blockworks.co/news/powell-we-can-retire-the-term-transit…
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AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame
22 augustus 2025 · 1 uur 12 min
(0:00) Bestie intros Lees meer
(1:59) What's new with the All-In Summit
(9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction?
(30:49) Meta's AI hiring freeze: are the AI talent wars slowing down?
(39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee
(54:03) Russia/Ukraine: Trump's two summits, what endgame to expect?
Join us at the All-In Summit:
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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/autismcapital/status/1958566758719398351
https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo
https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html
https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview
https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html
https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4
https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html
https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html
https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html
https://polymarket.com/event/democratic-presidential-nominee-2028
https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000
https://www.businesswire.com/news/home/20250820615…
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Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
21 augustus 2025 · 1 uur
(0:00) Sacks and Jason welcome Senator Eric Schmitt Lees meer
(2:34) Biden v. Missouri, uncovering government censorship as Missouri AG
(6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI
(18:44) Behind the Hunter Biden laptop story and COVID censorship
(30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68
(36:38) Russiagate and the Obama intel report on the 2016 Election
(47:15) Russia-Ukraine War, possible peace deal, and US foreign policy
Buy The Last Line of Defense: How to Beat the Left in Court:
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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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AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
15 augustus 2025 · 1 uur 32 min
(0:00) Bestie intros! Lees meer
(4:45) AI Psychosis: what it looks like and why it's happening
(20:13) Why the social fabric in America is breaking down
(35:55) Fixing the incentives that created the student debt crisis
(48:52) Trump takes federal control of DC police
(1:05:39) Venture Capital: is it broken and what it will look like in the future?
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.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis
https://openai.com/index/how-we%27re-optimizing-chatgpt
https://pubmed.ncbi.nlm.nih.gov/25910392
https://www.reddit.com/r/MyBoyfriendIsAI
https://time.com/7307589/ai-psychosis-chatgpt-mental-health
https://x.com/jburnmurdoch/status/1953811277463122162
https://www.nimh.nih.gov/health/statistics/major-depression
https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services
https://www.youtube.com/watch?v=7PtX8BNLn_c
https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails
https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker
https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia
https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/
https://x.com/greg_price11/status/1955292615420588495
https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a55…
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OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
9 augustus 2025 · 1 uur 51 min
(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show Lees meer
(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence
(18:14) AI's TAM, ROIC, and energy implications
(27:27) China's major advantage and how the US can counter it
(43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it
(52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?
(1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach
(1:27:51) Nvidia chips being smuggled to China
(1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy
(1:40:09) Summer reading recommendations
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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.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day
https://www.anthropic.com/news/build-ai-in-america
https://www.youtube.com/watch?v=whE75zEFBpU
https://www.census.gov/library/visualizations/time-series/demo/historic.html
https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive
https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328…
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Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
2 augustus 2025 · 1 uur 24 min
(0:00) Bestie intros! Lees meer
(1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways
(16:39) AI Executive Orders, unbiased AI, spiciest moments
(34:32) Copyright, fair use, and patents in the Age of AI
(56:37) Sam Altman highlights AI chatbot privacy issues
(1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal
Join us at the All-In Summit:
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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/1950673622059667764
https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370
https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503
https://x.com/simonw/status/1950592653047062578
https://fred.stlouisfed.org/series/A191RL1Q225SBEA
https://www.youtube.com/watch?v=aYn8VKW6vXA
https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html
https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25
https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness
https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84
https://www.google.com/finance/quote/SPY:NYSEARCA
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Winning the AI Race Part 5: President Trump on the AI Action Plan
24 juli 2025 · 57 min
(0:00) President Trump on the AI Agenda Lees meer
(54:14) Executive Order signing
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https://x.com/yung_spielburg
Intro Video Credit:
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Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
24 juli 2025 · 50 min
(0:00) Scott Bessent, Treasury Secretary Lees meer
(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary
(35:11) Howard Lutnick, Commerce Secretary
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Intro Music Credit:
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https://x.com/yung_spielburg
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Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
24 juli 2025 · 1 uur 5 min
(0:00) James Litinsky, MP Materials Lees meer
(13:32) Lisa Su, AMD
(29:45) Chase Lochmiller, Crusoe
(43:26) Jensen Huang, Nvidia
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https://x.com/yung_spielburg
Intro Video Credit:
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Winning the AI Race Part 2: Vice President JD Vance
24 juli 2025 · 26 min
(0:00) The Besties welcome JD Vance Lees meer
(1:24) Immigration
(6:34) AI policy
(9:27) Relationship with China: Technology competition, striking a balance, trade
(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world
(16:41) AI's impact on jobs
(22:02) Should America facilitate "National Champions" in strategic industries?
(24:09) Working at the White House with Sacks
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Intro Music Credit:
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https://x.com/yung_spielburg
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Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian
23 juli 2025 · 1 uur 34 min
(0:00) The besties introduce the day with Jacob Helberg Lees meer
(9:08) Michael Kratsios, Director of the Office of Science and Technology Policy
(18:24) Chris Power, Hadrian
(35:15) Jake Loosararian, Gecko Robotics
(44:37) Shyam Sankar, Palantir
(1:00:33) Paul Buchheit, Y Combinator
(1:13:35) Kelly Loeffler, Administrator of the Small Business Administration
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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
19 juli 2025 · 1 uur 19 min
(0:00) The Besties welcome Gavin Baker! Lees meer
(1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis
(19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy
(38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US
(52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted
(1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act
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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.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says
https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html
https://polymarket.com/event/fed-decision-in-september?tid=1752872350388
https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html
https://www.cnbc.com/quotes/US30Y
https://polymarket.com/event/will-trump-remove-jerome-powell
https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair?tid=1752854752131
https://www.politico.com/live-updates/2025/07/15/congress/house-gop-crypto-bills-trump-00455645
h…
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Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
11 juli 2025 · 1 uur 31 min
(0:00) The Besties welcome Travis Kalanick and Keith Rabois! Lees meer
(3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens
(18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI
(40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence
(46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome
(58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026?
(1:13:12) SCOTUS backs Trump over federal government RIF plans
Follow Keith:
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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://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html
https://www.youtube.com/watch?v=ZW5fJikPmfM
https://grok.com
https://www.youtube.com/watch?v=_wTA90BYo30
https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data
https://x.com/ArtificialAnlys/status/1943166841150644622
https://x.com/elonmusk/status/1943192643439337753
http://www.incompleteideas.net/IncIdeas/BitterLesson.html
https://x.com/chamath/status/1943177837956968499
https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser
https://x.com/perplexity_ai/status/1942969263305671143
https://x.com/elonmusk/status/1941584569523732930
https://polymarket.com/event/wil…
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Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
4 juli 2025 · 1 uur 25 min
(0:00) Bestie intros Lees meer
(2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed
(14:10) Clean energy subsidies phased out: What this means for energy production in the US
(25:12) Elon/Trump; US fiscal picture post-BBB
(43:26) US dollar down over 10% in 2025
(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings
(1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI
Get All-In Tequila:
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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/1939049133362319363
https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH
https://x.com/Jason/status/1940546432190369871
https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981
https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01
https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/
https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech
https://x.com/chamath/status/1927373268828266795
https://x.com/elonmusk/status/1939762942851027127
https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02
https://x.com/RayDalio/status/1940507002037240242
https://x.com/balajis/status/1940094433699234181
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12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
28 juni 2025 · 1 uur 48 min
(0:00) Bestie intros: The Core Four is back! Lees meer
(1:38) Launching All-In Tequila!
(7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region
(29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence
(39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor
(1:06:02) Science Corner: Stem cell-driven aging reversal out of China
(1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair?
(1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings
Get All-In Tequila:
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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://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665
https://x.com/whitehouse/status/1938053287535616085
https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html
https://x.com/DavidSacks/status/1936973199734079907
https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio
https://x.com/BillClinton/status/1937937455065293017
https://x.com/chuckschumer/status/1937890929689420209
https://www.cnn.com/2025/06/25/investing/stock-market-record-dow
https://fred.stlouisfed.org/series/M2SL
https://fred.stlouisfed.org/series/MMMFFAQ027S
https://www.cbsnews.com/news/gdp-report-fi…
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IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
21 juni 2025 · 1 uur 53 min
(0:00) The Besties welcome Thomas Laffont! Lees meer
(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity
(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree
(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more
(42:41) Why Apple is fumbling AI and how they can fix it?
(57:02) IPOs and M&A heating up in 2025
(1:16:18) State of liquidity: SPACs, Direct Listings, and more
(1:25:40) Amazon's "kingmaker" position, job displacement
(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate
(1:52:13) Animal trailer
Follow Thomas Laffont:
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Animal Trailer:
https://www.youtube.com/watch?v=8NNW5r63oXU
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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://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers
https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html
https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html
https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution
https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18
https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5
https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05
https://x.com/JoannaStern/status/1933564098291048764
https://www.y…
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Tony Robbins | All-In Live from Miami
19 juni 2025 · 45 min
(0:00) The Besties welcome Tony Robbins! Lees meer
(0:23) Tony's background and how it led to his career
(8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies
(21:53) SSRIs, psychedelics, importance of personal moonshots
(31:49) Maintaining focus while managing multiple businesses
(36:37) Thoughts on longevity
(42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!
Check out OKX: https://www.okx.com
Check out Circle: https://www.circle.com
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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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ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson
13 juni 2025 · 1 uur 42 min
**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. Lees meer
(0:00) The Besties welcome Tucker Carlson!
(4:25) ICE raids, LA riots, immigration debate
(46:08) Strong macro data: inflation, tariff revenue, GDP, jobs
(1:14:00) Big, Beautiful Bill update: State of the bill, Senate math, how Trump should handle dissent in Congress
(1:29:15) War with Iran?
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/opensourcezone/status/1932911958254366989
https://x.com/opensourcezone/status/1932632620140990635
https://x.com/opensourcezone/status/1932563726583882126
https://x.com/opensourcezone/status/1932633885822591032
https://x.com/opensourcezone/status/1932861766456738083
https://x.com/iapolls2022/status/1932476702644387955
https://x.com/iapolls2022/status/1933156707275874743
https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html
https://www.wsj.com/articles/SB994028904620983237
https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard
https://x.com/elonmusk/status/1931896196836081975
https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them
https://www.nytimes.com/2025/06/10/us/politics/fetterman-la-protests-anarchy.html
https://www.newsweek.com/trump-tariff-revenue-may-2079077
https://www.cnbc.com/2025/06/11/heres-the-inflation-breakd…
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Jared Isaacman: What went wrong at NASA | The All-In Interview
4 juni 2025 · 1 uur 1 min
(0:00) David Friedberg welcomes Jared Isaacman Lees meer
(1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut
(7:15) Relationship with Elon Musk, road to becoming a commercial astronaut
(16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things
(31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry
(48:31) The truth behind Jared's nomination being withdrawn by President Trump
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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:
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Follow on TikTok:
https://www.tiktok.com/@theallinpod
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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://truthsocial.com/@realDonaldTrump/posts/114605559474286180
https://www.youtube.com/watch?v=3pv01sSq44w
https://x.com/elonmusk/status/1439412791815950336
https://www.youtube.com/watch?v=MaJmUUtr2SI
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Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami
3 juni 2025 · 24 min
(0:00) The Besties welcome Mayor Francis Suarez! Lees meer
(0:23) How Miami significantly decreased homelessness and homicides
(5:17) Formula for turning Miami into America's happiest and healthiest city
(10:32) Addressing overregulation at the local level
(17:05) Ambitions for his post-Mayor career
(21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!
Thanks to our partners for helping make this happen!
Check out OKX: https://www.okx.com
Check out Circle: https://www.circle.com
Follow Mayor Suarez:
https://x.com/francissuarez
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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AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
31 mei 2025 · 1 uur 30 min
(0:00) Bestie intros! Lees meer
(1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation
(25:17) Doom vs Boom in AI: Job Destruction or Abundance?
(52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues
(1:17:14) US Steel/Nippon Steel deal: national champions and golden votes
Follow the besties:
https://x.com/chamath
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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://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo
https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025
https://www.aipanic.news/p/the-ai-existential-risk-industrial
https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill
https://x.com/nypost/status/1760623631283954027
https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke
https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken
https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312
https://x.com/chamath/status/1927847516500009363
https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html
https://x.com/DavidSacks/status/1927796514337746989
https://x.com/StephenM/status/1926715409807397204
https://x.com/neilksethi/status/1926981646718206243
https://thehill.com/opinion/finance/5320248-the-bond-market-is-missing-the-real-big-beautiful-story
https://x.com/chamath/status/1928536987558105122
https://x.com/chamath/status/1927373268828266795
h…
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Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
29 mei 2025 · 25 min
(0:00) The Besties welcome Nico Rosberg! Lees meer
(0:27) Nico's history with F1, what makes a great driver
(6:24) The business of F1
(10:05) Teammate rivalries, why "Drive to Survive" works, future growth
(16:48) Post-F1 career, best angel investments, becoming a VC
(22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!
Check out OKX: https://www.okx.com
Check out Circle: https://www.circle.com
Follow Nico:
https://x.com/nicorosberg
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:
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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Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview
25 mei 2025 · 1 uur 2 min
(0:00) Friedberg and Chamath welcome Senator Ron Johnson Lees meer
(2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt
(14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality
(24:53) Energy rescissions, future of DOGE
(32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement
(54:15) Next steps if the Big, Beautiful Bill passes
(58:35) Post-interview recap
Follow Senator Johnson:
https://x.com/RonJohnsonWI
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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
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Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
24 mei 2025 · 1 uur 34 min
(0:00) Today's topics and bestie intros! Lees meer
(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House
(38:15) Google's big week: AI in search, roadmap to diversifying revenue
(46:49) OpenAI acquires Jony Ive's design startup for $6.5B
(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals
(1:15:25) Science Corner: CRISPR breakthrough!
(1:23:02) How increased energy production could solve America's fiscal problems
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 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.barrons.com/articles/20-year-treasury-bond-auction-bba9d889
https://www.cnbc.com/quotes/US10Y
https://x.com/KobeissiLetter/status/1925253934794342405
https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D
https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/
https://x.com/JessicaBRiedl/status/1925257429408756087
https://www.google.com/finance/quote/BTC-USD
https://www.google.com/finance/quote/GCW00:COMEX
https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493
https://x.com/chamath/status/1925568992959492156
https://x.com/chamath/status/1925590496103342114
https://www.google.com/finance/quote/GOOG:NASDAQ
https://blog.google/products/google-one/google-ai-ultra
https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005
https://x.com/BenGeskin/status/1925579528933372198
https:…
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Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami
21 mei 2025 · 29 min
(0:00) The Besties welcome Antonio Gracias! Lees meer
(0:30) DOGE updates: Government complexity worse than imagined, how to fix it
(9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service
(15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system
(22:12) Fixing immigration in the US
Thanks to our partners for helping make this happen!
Check out OKX: https://www.okx.com
Check out Circle: https://www.circle.com
Follow Antonio:
https://x.com/AntonioGracias
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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Sergey Brin, Google Co-Founder | All-In Live from Miami
20 mei 2025 · 33 min
(0:00) The Besties welcome Sergey Brin! Lees meer
(0:40) Sergey on his return to Google, and how an OpenAI employee played a role!
(5:58) AI's true superpower and the next jump
(12:23) AI robotics: humanoids and other form factors
(17:07) Future of foundational models and open-source
(19:59) Human-computer interaction in the age of AI
(31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!
Check out OKX: https://www.okx.com
Check out Circle: https://www.circle.com
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@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/TheZachEffec
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Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
17 mei 2025 · 1 uur 37 min
(0:00) The Besties welcome Ben Shapiro! Lees meer
(1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament
(7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East"
(35:18) US-China deal: is the tide turning on tariffs?
(46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral
(1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others
(1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention?
Follow Ben Shapiro:
https://x.com/benshapiro
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:
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.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar
https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia
https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east
https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment
https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html
https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html
https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12
https://www.cnn.com/2019/07/02/politics/donald-trump-dictators-kim-jong-un-vladimir-putin
https://newrepublic.com/post/185836/trump-brags-dictators-orban-deb…
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Sundar Pichai, CEO of Alphabet | The All-In Interview
16 mei 2025 · 1 uur 2 min
(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai Lees meer
(2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user
(15:32) Infrastructure advantage, foundational model differentiation
(25:08) Future of human-computer interaction, hardware, competitive landscape in AI
(35:29) Energy constraints in AI
(41:20) Google's progress in quantum computing and robotics
(47:56) Culture, coddling, and talent recruitment in the age of AI
(56:50) Does he consider Alphabet a holding company searching for Google's next $100B business?
Follow Sundar:
https://x.com/sundarpichai
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
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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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Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
9 mei 2025 · 1 uur 36 min
(0:00) The Besties intro Philippe Laffont! Lees meer
(2:12) Miami F1 Recap!
(12:10) Fed holds rates steady on tariff uncertainty
(32:47) Google drops after Apple sees fall in search queries on Safari
(56:48) Creating a new Mag 7
(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor
Follow Philippe Laffont:
https://x.com/plaffont
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/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114
https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm
https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price
https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout
https://blog.google/products/search/statement-press-reports-about-search-traffic
https://x.com/EconomyApp/status/1915501252420784499
https://x.com/Similarweb/status/1920026287625658628
https://openai.com/index/leadership-expansion-with-fidji-simo
https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf
https://stockanalysis.com/ipos/statistics
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Doug Burgum, Secretary of the Interior | All-In DC
7 mei 2025 · 52 min
(0:00) David Friedberg introduces Secretary Doug Burgum Lees meer
(2:11) Burgum's background and how it led to his role in the administration
(10:56) The state of American energy and how we got here
(22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance
(34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt
(42:25) Mining, overseeing the EPA, aligning agencies with outcomes
Follow Secretary Burgum:
https://x.com/SecretaryBurgum
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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Brooke Rollins, Secretary of Agriculture | All-In DC
4 mei 2025 · 50 min
(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins! Lees meer
(1:32) How she ended up in Trump's two administrations, history of the USDA
(16:56) Trump's first 100 days, what needs to be reformed in the USDA
(21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration
(30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background
(34:33) State of US farming in 2025, labor costs, opening up new markets, and more
(42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation
Follow Secretary Rollins:
https://x.com/SecRollins
https://x.com/BrookeLRollins
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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Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
3 mei 2025 · 1 uur 35 min
(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! Lees meer
(4:05) Is Sacks back?
(8:19) Reflecting on Trump's first 100 days
(28:16) Global trade disruption, how businesses are dealing with tariffs
(49:14) Amazon flip-flops on its tariff pricing feature, national security issues
(1:04:13) AI agents, 1,000,000X'ing AI, and more
Follow Aaron Levie:
https://x.com/levie
Follow Ryan Petersen:
https://x.com/typesfast
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://en.wikipedia.org/wiki/OODA_loop
https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146
https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html
https://x.com/Molson_Hart/status/1915248938753392642
https://x.com/SecScottBessent/status/1917697018551754802
https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html
https://x.com/chamath/status/1908239828283777393
https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo
https://manus.im
https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369
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Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
26 april 2025 · 1 uur 30 min
(0:00) The Besties intro Andrew Ross Sorkin Lees meer
(2:04) Market bump: Trump rally or a Bessent put?
(18:04) Are tariffs damaging the American "brand"? Apple's investment in India
(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea
(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem
(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE
(1:18:35) Science Corner: China's Thorium Breakthrough
Follow Andrew:
https://x.com/andrewrsorkin
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.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D
https://x.com/nic__carter/status/1909066161464959070
https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html
https://x.com/TheTranscript_/status/1915116330534998440
https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372
https://truthsocial.com/@realDonaldTrump
https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html
https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev
https://x.com/EconomyApp/status/1915501252420784499
https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech
https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025
https://doge.gov/savings
https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet
https://www.spglobal.com/commo…
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Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
19 april 2025 · 1 uur 39 min
(0:00) The Besties welcome Tim Dillon! Lees meer
(6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities
(28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away
(57:04) Hollywood's DEI facade, thoughts on AI, and more
(1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals!
(1:26:44) Science Corner: Mitochondrial Therapy
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https://www.netflix.com/title/81992010
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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.youtube.com/watch?v=wUzmVo2dZNs
https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ
https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866
https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08
https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800
https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805
https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08
https://www.bis.gov
https://www.cnbc.com/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html
https://www.bloomberg.com/news/articles/2025-03-31/trump-administration-to-review-billions-in-…
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The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
11 april 2025 · 2 uur 2 min
(0:00) Bestie intros! Lees meer
(0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs
(21:21) Measures for success of tariffs, debating the impact of letting China into the WTO
(46:14) Is the US being exploited on trade? Was free trade a mistake?
(1:02:01) Recession chances, How the Trump administration gathers information
(1:19:39) Future of the Democratic Party, Abundance agenda, DOGE
(1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony
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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://truthsocial.com/@realDonaldTrump/posts/114309144289505174
https://x.com/WhiteHouse/status/1910058352278708638
https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8
https://breakthroughprize.org
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DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
5 april 2025 · 1 uur 54 min
(0:00) The Besties welcome Ben Shapiro and Antonio Gracias Lees meer
(1:54) Why Antonio is helping out and what it's like working with DOGE
(4:56) DOGE's latest findings: illegal immigration, social security, and more
(27:59) Was Biden's open border policy a Dem strategy to expand their voter base?
(39:55) Tariffs: Liberation Day chaos, reactions, strategy
(55:26) Impact, consequences, and risks for the Trump Administration
(1:13:50) How the US can thrive in a high-tariff world
(1:31:33) Future US political landscape if the tariff strategy fails
(1:42:27) Chamath recaps his best-performing asset of 2025 + wrap
Follow Antonio:
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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/AntonioGracias/status/1906877800511893670
https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860
https://x.com/Geiger_Capital/status/1907553323387072774
https://x.com/enriqueabeyta/status/1907796286763409439
https://x.com/Geiger_Capital/status/1907622848149037509
https://x.com/litcapital/status/1907813630227173534
https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0
https://www.hoover.org/publications/goodfellows
https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486
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All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
3 april 2025 · 1 uur 50 min
(0:00) Friedberg and Jason are live from Austin! Lees meer
(2:51) How building an audience has impacted the Besties
(11:15) Colin & Samir join the Besties!
(12:01) Evolution of short-form and long-form content
(22:18) Business models for creatives
(35:04) Advice to up and coming creators
(42:10) Chris Williamson joins the Besties!
(50:17) Making it seem effortless
(57:47) Monetizing content
(1:05:02) Scaling a one-man show
(1:19:15) Bryan Johnson joins the Besties!
(1:20:13) Spotify's move to video
(1:21:21) Bryan's Ketamine experience
(1:28:03) Creators and value props
(1:36:52) Issues with the US food industry
(1:43:10) Top tips for healthy living
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Follow Colin and Samir:
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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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The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
29 maart 2025 · 1 uur 28 min
(0:00) The Besties welcome Gavin Baker back on the show! Lees meer
(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back
(16:22) US vs China in AI: Manus, China building its own Nvidia, and more
(28:37) The Administration's endgame for tariffs
(53:05) Signalgate: context and fallout
(1:09:42) El Salvador deportations
Follow Gavin:
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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.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27
https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25
https://modelcontextprotocol.io/introduction
https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo
https://www.youtube.com/watch?v=A8wJc7vHcTs
https://x.com/JohnArnoldFndtn/status/1905296181208416744
https://x.com/chamath/status/1904547884877701610
https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151
https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua
https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador
https://x.com/Sec_Noem/status/1905034256826408982
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White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
22 maart 2025 · 1 uur 31 min
(0:00) Welcoming Cyan Banister and David Sacks! Lees meer
(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more
(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla
(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage
(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation
(1:12:57) Space rescue, SpaceX vs China, lunar landing
Thanks to our partners for making this happen:
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Follow Cyan:
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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:
Bessent interview: https://youtu.be/lSma9suyp24
Lutnick interview: https://youtu.be/182ckTL2KBA
https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html
https://x.com/Tim_Walz/status/1902197581586833643
https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161
https://x.com/elonmusk/status/1519735033950470144
https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7
https://x.com/thesamparr/status/1902385138308104685
https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223
https://www.cnbc.com/quotes/US10Y
https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html
https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on…
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Howard Lutnick | All-In DC
20 maart 2025 · 1 uur 45 min
(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! Lees meer
(1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics
(14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump
(38:01) Balancing the budget and fixing GDP
(52:21) Tariff history and strategy, global trade
(1:10:34) Trump Cards, building better government software, AI thoughts
(1:22:49) Sovereign Wealth Fund strategy
(1:37:16) How his family reacted to his new role
Thanks to our partners for making this happen:
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Follow Secretary Lutnick:
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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 | All-In DC
19 maart 2025 · 1 uur 13 min
(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! Lees meer
(2:12) Scott's background, what drew him to equities, the role of macro investors
(7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today
(21:30) Scott explains the Trump Administration's economic strategy
(32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt
(42:06) DOGE, DC grifts, shakeup at the IRS
(50:51) Re-engineering social security through the US SWF, how energy factors in
(1:00:02) Surprises, fixing affordability, thoughts on President Trump
Thanks to our partners for making this happen:
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Follow Secretary Bessent:
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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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Fixing the American Dream with Andrew Schulz
15 maart 2025 · 1 uur 39 min
(0:00) The Besties intro Andrew Schulz! Lees meer
(3:29) Friedberg hits a quick Science Corner on the future of fertility
(9:35) Reacting to Gavin Newsom's new podcast: genius or pandering?
(19:36) Tariff experiment so far: risks, communication issues, and more
(30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform
(55:45) Aligning upside via increased stock market participation
(1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following
(1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGE
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Follow Andrew:
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Check out Andrew's new special LIFE:
https://www.netflix.com/title/81741999
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/chamath/status/1895948351516131515
https://x.com/ChineseEmbinUS/status/1897132043362034153
https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc
https://www.wsj.com/opinion/bidens-mortgage-relief-fuels-higher-housing-prices-policy-loans-risk-cb0a1974