All-In with Chamath, Jason, Sacks & Friedberg
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Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
(0:00) Bestie intros!
(2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare
(38:28) OpenAI's math breakthroughs and community backlash
(1:02:03) Riots in France, Friedberg's socialism metric, bond market
(1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless?
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Referenced in the show:
https://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html
https://www.anthropic.com/constitution
https://x.com/andrewcurran_/status/2108244808494154089
https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800
https://www.lesswrong.com/users/eliezer_yudkowsky
https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640
https://en.wikipedia.org/wiki/Roko%27s_basilisk
https://www.nytimes.com/2026/10/06/science/openai-math-problems.html
https://scottaaronson.blog/?p=10169
https://x.com/imjustnewatai/status/2107601711032373333
https://x.com/skdh/status/2107848423726555204
https://x.com/friedberg/status/2107856770609844491
https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273
https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html
https://www.nytimes.com/2026/10/08/business/france-bond-yields.html
https://x.com/LucAuffret/status/2108217923101683737
https://polymarket.com/event/next-french-presidential-election
Link to episode
Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
(0:00) Bestie intros!
(2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed
(17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging
(45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more
(1:00:24) Midterm predictions, 2028 look ahead
(1:09:28) Media coverage of attempted terrorist hijacking
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Referenced in the show:
https://x.com/WhiteHouse/status/2105292669303791687
https://www.atlantafed.org/research-and-data/data/gdpnow
https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm
https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e
https://polymarket.com/predictions/midterms
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Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs
(0:00) Jake Paul joins the Chamath!
(6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC
(11:54) Attention as capital, investing without the celebrity label & why politics is next
(20:46) Drew Taggart & Alex Pall join the Besties!
(30:35) From artists to investors: picking deals, playing the sixth man & what fame buys
(37:33) Advice for famous investors, whether fame helps or hurts & the non-obvious bets
(46:10) Riding winners, getting cash back to investors & spotting bubble behavior
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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#allin #tech #news
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Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential
(0:00) Daniel Ek joins the Besties!
(1:14) Starting Spotify: Beating piracy and betting his own money on the record labels
(6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're sick
(36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute
(44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story
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Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
(0:00) Bestie Intros: Favorite All-In Summit moments
(3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"
(20:03) Open Source performance and cost: What this means for frontier companies
(29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure
(53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama
(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure
(1:27:13) Anthropic's bio research and "wet lab" in SF
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Referenced in the show:
https://www.deepseek.com/en/news/deepseek-v4-1-flash
https://x.com/XiaomiMiMo/status/2102138559952290106
https://x.com/0x0SojalSec/status/2101738277049131358
https://x.com/SenSanders/status/2102827319123693689
https://x.com/yipitdata/status/2102781268974793023
https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/
https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc
https://polymarket.com/event/ipos-before-2027
https://x.com/rauchg/status/2101186741042663579
https://www.anthropic.com/constitution
https://x.com/mustafasuleyman/status/2100223594534150428
https://www.anthropic.com/news/claude-discovers-novel-enzyme-system
Link to episode
Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete
(0:00) Luca Ferrari joins the Besties!
(1:56) Crashing an AI startup, the $40,000 restart & buying product market fit
(4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard
(9:55) Debt as an accelerant, what happens if rates rise & who else is bidding
(14:58) Inside the deal desk: what gets acquired, why they don't build & the founder question
(20:22) Building a tech giant out of Milan, Europe's talent pool & the outsider advantage
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Intro Music Credit:
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https://x.com/yung_spielburg
#allin #tech #news
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Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans
(0:00) Steve Hilton joins the Besties!
(3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws
(12:09) The path to victory: the persuadable voter, the cost-of-living pitch & the case against Becerra
(21:46) Spencer Pratt joins: the message that cut through & the LA race that flipped
(26:58) The city up close: the parks, small business & who the rules actually reward
(36:54) Ballot harvesting, voter ID & whether the system is rigged or just legal
(47:13) The Palisades: the empty reservoirs, suing the state & what Spencer does next
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Intro Music Credit:
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https://x.com/yung_spielburg
#allin #tech #news
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Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine
(0:00) Welcome Blake Scholl!
(5:11) Solving the sonic boom & legalizing supersonic flight
(7:59) The pivot to powering data centers
(10:38) Jason joins: data center demand, private jets & what winning looks like
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
(0:00) Welcome Naveen Rao
(4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close
(10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine
(19:46) Chamath joins: the path to product, porting existing models & building the team
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
(0:00) Adam Foroughi joins the Besties!
(3:07) Discovery vs search & is your phone listening?
(10:04) IPO tumble & becoming your own best investor
(16:00) Privacy rules, Apple's crackdown & how agents change people's shopping
(20:00) How a lean team beats the giants, margin moats & building in China
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Bill Gurley: Searching for Feynman
(0:00) Bill Gurley takes the stage at the All-In Summit
(1:29) Bill's Presentation: Searching for Feynman
Links to additional resources mentioned in talk and used in research:
https://www.p3.institute/searching_for_feynman_resource_links.html
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Jared Isaacman: A New Era for NASA and American Space Exploration
(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA
(17:59) Moon base, creating new space industries, NASA's next chapter
(23:29) How to make Mars realistic
(25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space
(32:43) Allocating capital toward scientific discovery and deep space research
(35:46) Space Race 2.0: China and Russia
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media
(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere"
(11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests
(17:03) How he got into investigative journalism and finding fraud
(23:32) Selective journalism and why Nick is a major threat to mainstream outlets
(27:34) What's next for Nick: Investigating welfare fraud, building his platform
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future
(0:00) Dina Powell McCormick joins The Besties!
(1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community
(11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns
(19:57) America's Workforce Academy, the job growth in re-industrializing America
(26:58) Meta's recent social media settlement, new rules for teens
(35:25) Meta glasses and Zuck's AI strategy
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Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
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Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
(0:00) Welcome Brad Gerstner!
(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan
(5:07) Can AI revenue pay for the CapEx?
(8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion
(12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates
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EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
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PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
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JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms
(0:00) VP JD Vance joins The Besties!
(1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud
(9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity
(16:23) H-1B abuse and the massive $1T+ of fraud in federal spending
(21:48) Relationship with Israel, rational foreign policy
(25:19) JD Vance's midterms message
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Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
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PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
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Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI
(0:00) Satya Nadella joins The Besties!
(0:55) Dario's blog, "pacing the frontier," common sense AI safety
(6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products?
(14:22) Economic incentives for frontier lab doomerism, where the AI profits are
(22:45) Microsoft's master plan for AI, how they are allocating capital
(31:00) China's slow down, changing AI perception, data center benefits
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Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
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Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
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Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
(0:00) SpaceX's Gwynne Shotwell joins The Besties!
(1:45) Gwynne's SpaceX story, selling rockets, and working for Elon
(6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X
(13:43) Direct to cell with Starlink, retiring rockets, competition
(18:34) Data centers in space
(22:00) Management at SpaceX
(27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right"
(36:53) Elon and Gwynne on their working relationship, Starship's future
(46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX
(52:51) Lying AIs, how to do AI peer review right
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Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
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Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)
(0:00) Jensen Huang joins The Besties!
(1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology
(9:58) Sensible AI regulation and RSI
(16:05) Hugging Face acquisition, future of Open Source, and the race with China
(22:58) President Trump calls in live to discuss the Doomer Hoax
(31:29) The AI boom and Nvidia's capital allocation strategy
(40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab
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EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
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Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
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AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse
(0:00) Bestie intros!
(0:35) AI Doomsday: Valid concern or Doomer psyop?
(33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO
(58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own data?
(1:19:55) Nike removed from S&P 100 after stock tanks 80%: What went wrong?
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Referenced in the show:
https://x.com/hilbertspaess/status/2097476196791709843
https://x.com/EvanHub/status/2097497037956891126
https://x.com/BernieSanders/status/2097705093520863568
https://x.com/GovPritzker/status/2097715871309312220
https://x.com/DavidSacks/status/2097861539491463331
https://www.youtube.com/watch?v=e_ZDQKq2F08
https://x.com/DavidSacks/status/2097861539491463331
https://polymarket.com/event/ipos-before-2027
https://x.com/bgurley/status/2097690522437444050
https://x.com/polynoamial/status/2097381286193316203
https://x.com/OpenAI/status/2097374640582668336
https://x.com/OpenAI/status/2097375276384567642
https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html
https://x.com/libsoftiktok/status/2096970501017010461
Link to episode
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
(0:00) Bestie intros: Happy 50th Chamath!
(1:17) OpenAI releases GPT-6 Astra: Have they reached AGI?
(19:01) All-In Summit: Scholarships available!
(19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban
(37:03) EAs, AI-brained influencers, and the conflicts of interest
(59:26) Mamdani bans AI in NYC schools K-8
(1:18:58) US-Venezuela oil deal
The All-In Summit is only 1 week away! You won't want to miss it: https://theallinsummit.com
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Referenced in the show:
https://openai.com/index/gpt-6-astra
https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi
https://www.axios.com/2026/09/03/axios-interview-sam-altmans-sobering-siren
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026
https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027
https://x.com/chamath/status/2095511879951192279
https://x.com/Jason/status/2095521697411514626
https://scale.stanford.edu/research-in-action/understanding-evidence-base-ai-k12-education
https://www.politico.com/news/2026/09/02/trumps-seen-the-data-center-polling-and-he-still-supports-them-01061244
https://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716
Link to episode
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
(0:00) Bestie intros: Recapping recent interviews and the state of American science
(3:31) China's Robot Olympics, Optimus update, Grok Bot
(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed
(33:32) Bessent gets called out by Druckenmiller for bond market interference
(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed
(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules
(1:22:52) Science Corner: Moderna's mRNA cancer vaccine
Come hang with the Besties at the All-In Summit | September 13-15:
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html
https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
https://polymarket.com/event/largest-company-end-of-december-2026
https://www.cnbc.com/2026/08/18/treasury-yields-.html
https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html
https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74
https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6
https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by
Link to episode
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
(0:00) Eric Weinstein joins the show!
(03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat
(21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas
(41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos?
(52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species?
(01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison
(01:16:12) China poaches our best scientists, AI reads the trash can corpus
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Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China
(0:00) Michael Kratsios joins the show!
(01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain
(8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses
(13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated?
(22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28
(34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American
(44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71
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#allin #tech #news
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Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
(00:00) Besties are back!
(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash
(10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"
(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement
(56:33) a16z under DOJ investigation over "interlocking directorates"
(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag
Come hang with the Besties at the All-In Summit | September 13-15:
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#allin #tech #news
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Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety
(0:00) The most controversial company in privacy right now, Flock CEO joins the show!
(7:23) License plate data retention: 7 days solves 90% of crimes
(13:00) Camera vandalism, felony charges, and privacy concerns
(18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired
(28:25) AI, drones, facial recognition, and avoiding predictive policing
(39:43) Safety is a privilege and who actually needs Flock
(45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on
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Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
(0:00) Gavin Baker joins the show!
(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing
(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI
(56:41) All-In Summit Speaker Announcements!
(58:13) Nvidia's $500B financing plan, how the AI market could fall apart
(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers
(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy
(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B
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Referenced in the show:
https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa
https://polymarket.com/event/ipos-before-2027
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026
https://x.com/elonmusk/status/2052069691372478511
https://www.meta.com/thefutureisforeveryone
https://x.com/Home_of_Fight/status/2086504599444140344
https://x.com/JensenHuang/status/2086934705207959965
https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html
https://www.google.com/finance/beta/quote/WDAY:NASDAQ
https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X
https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html
Link to episode
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
(0:00) Jason and Friedberg welcome Rahm Emanuel
(1:16) Lessons from working with Clinton and Obama
(7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan
(28:49) Europe: Reasons for the decay of the West
(38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans
(46:55) National debt, government interference in markets, fixing education
(1:09:24) DSA vs Democrats
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Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
(0:00) Bestie intros! Brad Gerstner fills in for Chamath
(2:16) Major shakeups at Google: AI brain drain or better strategy?
(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?
(45:44) All-In Summit Speaker Announcements!
(48:01) Airtable sells for a 90% discount: SaaSpocalypse?
(1:05:56) Chinese AI labs are buying US training data to catch up
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Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
(0:00) Saronic founders join the show!
(4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1
(13:04) $3B destroyers vs. Marauder
(21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy
(25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?
(31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?
(36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs
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Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
(0:00) Bestie intros
(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called
(20:20) China's advantage and green shoots for the US economy
(34:12) Frontier Labs say "SLOW DOWN AI"
(1:01:15) Why are frontier labs "burning books"?
(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"
(1:24:44) Science Corner: Understanding and mapping the brain
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Referenced in the show:
https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
https://polymarket.com/event/fed-decision-in-september-762
https://situational-awareness.ai
https://www.cnbc.com/quotes/US30Y
https://x.com/nicolasfulghum/status/2082083884578050299
https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321
https://www.pacingthefrontier.com/
https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive
https://www.google.com/finance/beta/quote/ASML:NASDAQ
https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
https://polymarket.com/event/ipos-before-2027
https://x.com/v_nefodov/status/2082927219224060043
https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20
https://punchbowl.news/article/tech/thune-anthropic
https://x.com/OpenAI/status/2082577277246972300
https://x.com/Jason/status/2082577230941557068
https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop
Link to episode
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
(0:00) Intro: Humanoids, Robots, & AI+
(0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids
(13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate
(15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform
(22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff"
(33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable
(42:36) Amanda McMaster: Chinese Robotics Security Risks
(47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts
(58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor?
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The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
(0:00) Bestie intros!
(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture
(27:38) Anthropic/OpenAI historic growth rates, China's long game
(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy
(1:07:12) Google and Tesla stocks tank on surging AI capex
(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights
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Referenced in the show:
https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi
https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai
https://x.com/mkratsios47/status/2079933645888880708
https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747
https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks
https://stratechery.com/2026/whos-afraid-of-chinese-models
https://x.com/CommerceGov/status/2080341953086886387
https://x.com/tickerplus/status/2080123562560504240
https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking
https://x.com/sama/status/2077817060068057493
https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks
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Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble
(7:50) AI's real-world limits: why enterprise AI is harder than expected
(16:38) Transitioning to an AI-First Workspace
(21:26) Health & AI: self-directed healthcare and biometric data
(24:30) Politics, wealth tax, and AI as a truth-seeking force
(35:12) Knicks & Sports Talk
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Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
(0:00) Bestie intros!
(1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body
(20:01) Stripe, Block, and Advent offer $53B to acquire PayPal
(37:51) Apple sues OpenAI, alleging stolen trade secrets
(42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model
(59:53) NY bans datacenters, becoming first state to enact a moratorium
(1:22:57) Science Corner: New data on reversing aging!
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Referenced in the show:
https://x.com/chamath/status/2077502408528212144
https://x.com/demishassabis/status/2076957440109625718
https://x.com/satyanadella/status/2076323181154230284
https://x.com/Jason/status/2076231055443440105
https://x.com/SquawkCNBC/status/2077741908391031246
https://thinkingmachines.ai/news/introducing-inkling
https://x.com/politico/status/2077315780144996633
https://x.com/DavidSacks/status/1978145266269077891
https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf
https://x.com/markgurman/status/2076306380583997665
https://www.engadget.com/2216186/elon-musk-bought-a-gas-turbine-company
https://x.com/Reuters/status/2076957424339050839
https://x.com/teddyschleifer/status/2077596563380072694
https://x.com/teddyschleifer/status/2077606887055306879
https://openai.com/index/prc-linked-influence-operations-ai-debates
https://www.politico.com/news/2026/06/10/openai-china-ai-data-centers-report-00957612
https://trends.google.com/explore?q=GMO%2C%2Fm%2F0dkz0z&date=2010-01-01%202026-07-15&geo=US
Link to episode
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
(0:00) Former Intel CEO Pat Gelsinger joins Jason!
(1:41) What Went Wrong at Intel
(15:19) Why a Taiwan Blockade Would Cripple the US Economy
(25:00) Lovable's Anton Osika: One Million New Apps a Week
(33:38) How Lovable is Bringing Down Builder Costs
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PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for 10% off! It is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X)
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The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs
(15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic
(31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour
(42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models
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More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
(0:00) Bestie intros: Brad Gerstner fills in for Friedberg!
(2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence
(27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly
(54:29) CCP considering putting export controls on Chinese models, is open source ending in China?
(1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism
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Referenced in the show:
https://polymarket.com/event/ipos-before-2027
https://x.com/thejessezhang/status/2074154325933424861
https://x.com/praveenTweets/status/2074605343439810922
https://x.com/nikesharora/status/2074802778074124434
https://x.com/nikesharora/status/2074814752174522857
https://x.com/brian_armstrong/status/2070670644577280109
https://x.com/andyfang/status/2074252174226493584
https://x.com/nikesharora/status/2074630732019036574
https://x.com/finkd/status/2075218444056707458
https://x.com/alighodsi/status/2074996561306955958
https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight
https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed
Link to episode
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman)
(1:50) Reasoning, Inference, and Breaking Moore's Law
(16:28) Open Source, AI Sovereignty, and the Road to AGI
(40:54) The Innovation Behind Generative Video (Robin Rombach)
(47:31) Martin Scorsese, Robots, and the Future of Hollywood IP
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AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
(0:00) Bestie intros: Happy Fourth of July!
(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"
(33:52) Update on the AI jobs debate
(50:24) Anthropic's Fable 5 available after export restrictions lifted
(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO
(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union
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Referenced in the show:
https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models
https://x.com/PalantirTech/status/2072326189079757277
https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f
https://www.google.com/finance/quote/FIG:NYSE
https://x.com/DavidSacks/status/2072673187666813226
https://x.com/chamath/status/2072665199786561713
https://x.com/quxiaoyin/status/2072428278976074115
https://x.com/chamath/status/2072390507628540213
https://x.com/GavinNewsom/status/2070496029280276571
https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed
https://x.com/JeanneIves/status/2072165726526308719
https://polymarket.com/event/democratic-presidential-nominee-2028
Link to episode
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
(0:00) Nate Silver joins the pod!
(10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India
(25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base
(34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems
(45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed
(50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard
(55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC
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PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for 10% off! It is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X)
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Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
(0:00) Gavin Baker and Travis Kalanick join the show!
(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC
(22:51) Future of the Democratic Party, the Israel issue, social media bans
(45:12) China's open-source AI catch up, distillation, OpenAI's new chip
(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware
(1:10:17) The math behind distributed compute and datacenters in space
(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price
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Intro Music Credit:
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Referenced in the show:
https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710
https://x.com/thestustustudio/status/2067356255916536120
https://x.com/EndWokeness/status/2069645066252034288
https://x.com/america/status/2069622732279402804
https://x.com/realmaalouf/status/2069433391162798337
https://x.com/JoshBlockDC/status/2070108811851882691
https://x.com/EndWokeness/status/2069776474429624684
https://x.com/EndWokeness/status/2068829255786803368
https://x.com/PirateWires/status/2069146641266094417
https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e
Link to episode
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
(0:00) David Friedberg intros GameStop CEO Ryan Cohen!
(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce
(11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles
(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)
(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace
(49:33) Why eBay has rejected the offer, media bias against GameStop
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Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. https://www.nasdaq.com
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World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
(0:00) Bestie intros!
(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness
(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions
(33:34) Behind the scenes of Anthropic's Fable ban
(1:01:18) Claude psychoanalyzes its creator, Dario Amodei
(1:14:31) Iran War MOU and the market impact
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Referenced in the show:
https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html
https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026
https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html
https://www.bbc.com/news/articles/cgrk21wnvy9o
https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire
https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls
https://x.com/DavidSacks/status/2065853007619588171
https://www.anthropic.com/news/fable-mythos-access
https://stratechery.com/2026/anthropics-safety-superpower
https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html
https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-openai-anthropic.html
Link to episode
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
(0:00) Besties are back!
(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns
(29:16) The AI regulatory capture trap, pragmatic safety solutions
(37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks"
(59:22) Liquidity recap: Best moments and takeaways
(1:05:39) Inflation heats up: CPI and PPI see 3+ year highs
(1:12:27) California's loose election laws creating integrity doubts
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Referenced in the show:
https://www.anthropic.com/news/claude-fable-5-mythos-5
https://x.com/Scobleizer/status/2064641097310335294
https://x.com/GergelyOrosz/status/2064618497150210391
https://x.com/cremieuxrecueil/status/2064433331970720187
https://x.com/Yuchenj_UW/status/2064524668208545955
https://x.com/peter_szilagyi/status/2064620043896291671
https://darioamodei.com/post/policy-on-the-ai-exponential
https://x.com/DavidSacks/status/2065120386660880765
https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html
https://polymarket.com/event/ipos-before-2027
https://polymarket.com/event/how-high-will-inflation-get-in-2026
https://polymarket.com/event/fed-rate-hike-in-2026
https://x.com/robbystarbuck/status/2063602942637158423
https://www.dol.gov/newsroom/releases/osec/osec20260218
https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds
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All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
(0:00) Chamath explains the Best Ideas format
(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts
(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy
(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology
(40:20) Multicoin Capital's Kyle Samani pitches GEODNET
(54:50) The Besties recap the pitches and announce winners
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Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
(0:00) PA Senators Fetterman and McCormick join the Besties
(0:33) Bipartisanship in 2026, rejecting extremism
(6:37) All-time unpopularity in the Senate, the filibuster question, tribalism
(13:33) Fixing wealth concentration in the US
(19:51) Graham Platner, why extremism wins primaries, and what it means for the future
(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation
(41:05) Insane level of money in politics, fixing the broken system
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Dan Dreyfus: America's Critical Minerals Crisis is Here
(0:00) Dan Dreyfus Presents: The Future of Critical Minerals
(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks
(5:40) Impact of China cutting off the US from critical minerals
(8:18) Copper's Rise: The next 18 years need as much as the last 10,000
(12:00) Dollar Debasement: $140T in debt and why hard assets win
(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis
(19:10) How to invest in the commodity supercycle
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Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
(0:00) Bill Maris joins the Besties!
(0:33) Four critical lessons from a career in technology
(5:58) Building Google Ventures with data and machine learning
(9:51) Why small VC funds beat big ones on average
(14:36) OpenAI's valuation problem and the AI price war
(19:09) AI's "Atari Stage": what comes next?
(25:23) VC's broken incentives and the future of deep tech
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Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!
(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks
(5:15) Are cyber defenders losing the race against AI attackers?
(6:50) Analytical SaaS is dead, so what survives the AI wave?
(14:06) If models become a utility, where will the money be made?
(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI
(28:22) Palo Alto's M&A playbook and the path to $1 trillion
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