All-In with Chamath, Jason, Sacks & Friedberg
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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
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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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And a special thank you to Raise Summit for hosting us in Paris
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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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And a special thank you to Raise Summit for hosting us in Paris
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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
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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
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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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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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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
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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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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
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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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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Dan Dreyfus: America's Critical Minerals Crisis is Here
(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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Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!
(0:47) Secondary Markets are Booming & Competing with IPOs
(3:10) Why Companies are Staying Private So Long?
(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access
(13:28) Secondary Markets as Exit Liquidity for VCs
(27:00) The Private Market Bubble?
(32:03) Hottest Secondary Companies Right Now
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The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!
(2:05) Both CEOs on going public: Impact on employees, customers, and business operations
(13:18) Timelines for datacenters in space
(19:28) Cerebras business breakdown, AI's impact on the silicon market
(24:45) How Founder/CEOs think about liquidity on the road to going public
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Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
(0:00) Dan Loeb joins the Besties!
(0:34) Investor journey: From message boards to a multibillion dollar hedge fund
(3:15) Third Point's early days: mentors and market turmoil
(8:47) Strategy shift: Event-driven to quality and AI
(16:01) The art of short selling and a homebuilder trade
(22:15) Criminal justice reform and the Ross Ulbricht pardon
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Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
(0:00) Coatue's Thomas Laffont joins the Besties!
(0:30) Public markets are back as AI is dominates the "Unicorn Economy"
(5:15) The $4T AI IPO explosion
(7:48) The case for SpaceX: Compounding launch monopoly and Starlink
(10:38) The 10x Paradox: Why we're seeing unprecedented scaling
(15:33) Segmenting AI markets and future impact
(18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion
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Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
(0:00) Bill Ackman joins the show!
(0:30) Evolving investment philosophy: What's changed over 20 years?
(4:40) AI: Greatest time to build a business, and a major threat to portfolios
(7:50) Predicting market moves, the "rubber band effect"
(16:00) Owning founder-led companies
(19:30) Building the next Berkshire Hathaway
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OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
(0:00) OpenAI CFO Sarah Friar joins the show!
(0:31) How OpenAI thinks about its IPO timeline
(3:31) OpenAI, Anthropic, Google: The AI arms race
(7:43) Navigating the compute crunch and AI bottlenecks, device preview!
(15:53) OpenAI's economics
(26:08) Push into chips, the cloud
(29:32) OpenAI's ad business and strategy
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
(0:00) Bill Gurley joins the show!
(6:00) Making yourself valuable in the age of AI, first class of "AI Natives"
(17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians?
(26:54) Anthropic's Digital God: Do they believe they are creating a superior species?
(38:32) AI sovereignty, the next era of privacy, open-source crackdown coming?
(59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse
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Referenced in the show:
https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html
https://www.youtube.com/watch?v=ORFrdYSvzuw
https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf
https://www.youtube.com/watch?v=0GaKJ4Fp2x4
https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace
https://darioamodei.com/essay/machines-of-loving-grace
https://x.com/chamath/status/2059850242779136031
https://x.com/vivekgaripalli/status/2059651390784344491
https://x.com/edzitron/status/2059122774401311095
https://p3institute.substack.com/p/from-open-source-software-to-open
https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad
https://x.com/Polymarket/status/2060034216906068131
https://x.com/savipww/status/2060070450785305030
https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html
https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs
https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108
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SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
(0:00) Gavin Baker joins the show!
(0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability
(12:42) Why Americans have turned on AI, anti-human perception
(27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs
(45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation
(1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips
(1:22:25) Market update: Flashing red signals, oil, inflation, yields up
(1:32:45) China trip flops, or was progress made behind the scenes?
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Referenced in the show:
https://github.com/karpathy/autoresearch
https://github.com/multica-ai/andrej-karpathy-skills/stargazers
https://x.com/i/broadcasts/1dxYljYVREYJX
https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459
https://x.com/wallstengine/status/2057378437485216031
https://x.com/MorePerfectUS/status/2056842597117636890
https://x.com/lulumeservey/status/2057239284487201043
https://polymarket.com/event/spacex-ipo-closing-market-cap-above
https://x.com/elonmusk/status/2057228707606196434
https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606
https://polymarket.com/event/may-inflation-us-annual
https://polymarket.com/event/fed-rate-hike-in-2026
https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html
Link to episode
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
(0:00) Salesforce CEO Marc Benioff joins the show!
(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms
(18:46) Taiwan, chips, AI models, and peace through trade
(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?
(47:26) OpenAI is considering suing Apple over failed ChatGPT integration
(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models
(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026
(1:11:40) Anthropic goes after "Dark SPVs"
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Referenced in the show:
https://polymarket.com/event/will-china-invade-taiwan-before-2027
https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027
https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html
https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html
https://www.instagram.com/reels/DYJZFn0R6oY
https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html
https://www.youtube.com/watch?v=KO53gwuqZUQ
Link to episode
Charles & Chase Koch on How They Quietly Built a $150B Empire
(0:00) David Friedberg welcomes Charles & Chase Koch
(1:04) Koch Inc. Overview: Scale, Business Lines & History
(2:21) Building the Business: Early Days & Charles Koch Joins (1961)
(11:31) Failures, Creative Destruction & Learning from Mistakes
(19:22) Culture & Principle-Based Management
(33:53) Georgia-Pacific Acquisition & Culture Transformation
(56:17) Stand Together: Education Reform & Social Change
(1:12:37) AI, Economic Challenges & the Future of Capitalism
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Axon.ai ? AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin
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Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
(0:00) Spencer Pratt vs. the Machine
(3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone
(14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About
(28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall
(38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild
(52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again
(56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight
(1:04:22) His 8-Year Vision
Thanks to our partner Axon.ai for making this possible.
Axon.ai ? AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin
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Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
(0:00) Bestie intros! Thoughts on the LA mayor election
(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory
(26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?
(35:21) "FDA for AI" freakout, how the White House thinks about AI safety
(52:01) Flipping AI's negative perception: Giving, healthcare and education innovation
(1:00:04) Trading the AI market, state of the economy
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Referenced in the show:
https://x.com/WallStreetApes/status/2052413443739951366
https://www.anthropic.com/news/higher-limits-spacex
https://x.com/elonmusk/status/2052073463029055926
https://x.com/shaunmmaguire/status/2052075296002625942
https://x.ai/news/anthropic-compute-partnership
https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard
https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil
https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html
https://x.com/SusieWiles47/status/2052192419718783246
https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html
Link to episode
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
(0:00) Bestie intros
(3:05) OpenAI misses targets, Codex gains on Claude
(20:02) AI cybersecurity: a market that's about to explode
(31:03) Elon vs Sam Altman lawsuit
(41:00) Big tech smashes earnings, Capex explosion
(52:44) Vibecoding nightmare: AI deleted someone's codebase
(58:33) Retatrutide craze: peptides go mainstream
(1:06:34) Friedberg's Supreme Court experience
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.instagram.com/missthingthepod
https://polymarket.com/event/ipos-before-2027
https://x.com/aakashgupta/status/2049723185617412550
https://arxiv.org/pdf/1803.03635
https://x.com/AISecurityInst/status/2049868227740565890
https://x.com/ns123abc/status/2049527702076449244
https://x.com/ns123abc/status/2049527702076449244
https://www.google.com/finance/quote/CSCO:NASDAQ
https://x.com/chamath/status/2049864100143104420
https://x.com/zerohedge/status/2049895327566561683
https://x.com/lifeof_jer/status/2048103471019434248
Link to episode
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor
(8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible?
(27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma)
(44:50) Why CA Schools Spend the Most but Get the Worst Results
(50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist
(1:01:34) Can a Republican Actually Win California?
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SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
(0:00) Bestie intros!
(4:55) SpaceX-Cursor deal, compute as leverage
(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?
(46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?
(1:00:32) SPLC indictment, out of control NGOs
(1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people
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Intro Video Credit:
Referenced in the show:
https://polymarket.com/event/will-spacex-acquire-cursor
https://polymarket.com/event/spacex-ipo-by
https://x.com/ttunguz/status/2046815725285945820
https://x.com/elonmusk/status/2032201568335044978
https://x.com/Benioff/status/2044981547267395620
https://www.apple.com/leadership/john-ternus
https://polymarket.com/event/next-ceo-of-apple
https://x.com/joecarlsonshow/status/2046349686253265302
https://x.com/nickshirleyy/status/2043756610955423782
https://www.justice.gov/opa/media/1437146/dl
https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege
Link to episode
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
(0:00) Bestie intros: Travis Kalanick joins the show!
(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC
(11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip
(27:28) Big Tech's compute dominance: How will this impact frontier labs?
(33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster?
(54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1
(59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine
(1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations
(1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2
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Referenced in the show:
https://www.texastribune.org/2025/01/22/austin-texas-rents-falling
https://polymarket.com/event/gpt-5pt5-released-on
https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982
https://x.com/RihardJarc/status/2044725910566220095
https://x.com/RoundtableSpace/status/2041897604708233650
https://x.com/chamath/status/2043811625967530056
https://x.com/pmarca/status/2042742413098450998
https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15
https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
https://x.com/zerohedge/status/2043520934930239860
https://x.com/APompliano/status/2041946174677217733
https://x.com/IAPolls2022/status/2041589297489305717
https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today
https://x.com/great_martis/status/2044454944808571015
https://x.com/GlobalMktObserv/status/2044059352466690501
https://x.com/mattcerminaro/status/2044546097230626819
https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517
https://x.com/JoeBiden/status/1815080881981190320
https://x.com/TimRunsHisMouth/status/1815088017847333273
https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation
Link to episode
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
(0:00) Bestie intros: Brad Gerstner joins the show!
(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?
(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?
(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence
(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling
(1:10:12) Iran War: Ceasefire, Israel's influence, market impact
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Referenced in the show:
https://www.youtube.com/watch?v=INGOC6-LLv0
https://openai.com/index/better-language-models
https://x.com/steipete/status/2040811558427648357
https://x.com/juliusai/status/2041292301234999668
https://polymarket.com/event/ipos-before-2027
https://www.google.com/finance/quote/IGV:BATS
https://polymarket.com/event/anthropic-ipo-closing-market-cap-119
https://truthsocial.com/@realDonaldTrump/posts/116351998782539414
https://truthsocial.com/@realDonaldTrump/posts/116363336033995961
https://truthsocial.com/@realDonaldTrump/posts/116365796713313030
https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html
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Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
(0:00) Jason intros PA Governor Josh Shapiro
(1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud
(13:05) Wealth tax debate, what Dems are getting wrong on business
(20:17) 2024 Democratic collapse, future of the party, socialist wing
(38:12) How Congress has become "pathetic," political corruption
(47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War
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The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens
(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup
(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo
(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat
(12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain
(41:48) Autonomous Weapons, AI Decision-Making & Future of War
(47:15) Anthropic vs Pentagon: Ethics of AI in Combat
(50:39) Palantir Surveillance State Claims
(55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence
Axon.ai ? AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin.
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SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
(0:00) Bestie intros!
(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
(21:00) 2026 IPO explosion, OpenAI down round?
(36:33) Iran War costs, fertilizer crisis, downstream impacts
(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran
(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react
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Referenced in the show:
https://companiesmarketcap.com
https://www.youtube.com/watch?v=Tf_UjBMIzNo
https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549
https://polymarket.com/event/ipos-before-2027
https://x.com/DrewPavlou/status/2038967293343096896
https://polymarket.com/event/us-x-iran-ceasefire-by
https://polymarket.com/event/us-forces-enter-iran-by
https://tradingeconomics.com/commodity/urea
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
https://polymarket.com/event/march-inflation-us-annual-higher-brackets
Link to episode
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic mode?
(36:56) AI valuation impacts, moats, and disruption
(43:58) Liquidity speaker announcements, the 100x AI moment
(50:35) Two landmark social media verdicts against Meta
(1:12:46) Sacks and Friedberg join PCAST!
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751
https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival
https://x.com/LauraLoomer/status/2037111057701818519
https://x.com/chamath/status/2033385903520129161
https://x.com/TheIcahnist/status/2036902492080837015
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.google.com/finance/quote/LVMUY:OTCMKTS
https://x.com/cryptopunk7213/status/2023572182090109380
https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS
https://x.com/Vjay031/status/1985631799448662441
https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict
Link to episode
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
(0:00) David Friedberg intros Bryan Johnson
(0:54) Why Bryan Johnson did 5-MeO-DMT
(12:56) What brain scans actually show
(18:36) Psychosis, bad trips, and life-altering decisions
(26:23) The next frontier: organoids and gene therapy
(33:26) GLP-1s, abundance, and human optimization
(35:35) The longevity drug nobody's talking about?
Thanks to our partner for making this happen!
The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at https://www.eightsleep.com/allin for up to $350 off.
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Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
(0:00) Intro live from Nvidia GTC
(0:37) CoreWeave CEO, Michael Intrator
(32:58) Perplexity CEO, Aravind Srinivas
(1:07:11) Mistral CEO, Arthur Mensch
(1:18:57) IREN CEO, Daniel Roberts
Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
It all happens at the NYSE - https://nyse.com
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How Matt Mahan Thinks He Can Save California
(0:00) Matt Mahan: Why He's Running for Governor
(1:51) How California Went From Bad to Worse
(12:05) Public Sector Unions & Lobbying in Sacramento
(19:05) California's Housing Crisis: Regulation & Fees
(34:52) California Energy Crisis: Gas Taxes & Green Policy
(43:57) The $1 Trillion Pension Time Bomb
(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism
(1:09:14) Immigration Reform: ICE & the Path to Legal Status
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https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
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Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
(0:00) Jensen Huang joins the show!
(0:26) Acquiring Groq and the inference explosion
(8:53) Decision making at the world's most valuable company
(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing
(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes
(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future
(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact
(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions
(47:32) Datacenters in space, AI healthcare, Robotics
(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat
(59:04) Advice to young people on excelling in the AI era
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John Fetterman: The Rogue Democrat Who Broke Party Ranks
(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts
(1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans
(11:42) Iran exit strategy, NATO allies bail on the US
(17:42) Israel's influence, AIPAC, growing anti-Israel sentiment
(20:16) SAVE Act, why he supports voter ID but not this bill, election fraud
(26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border
(32:49) Debt death spiral, government fraud
(37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture
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Travis Kalanick & Michael Dell Live from Austin, Texas
(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on
(5:52) How to automate the physical world, markets to go after
(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race
(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California
(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War
(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders
(43:46) Dell's $50B AI infrastructure bet
(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids
This podcast was recorded LIVE at Arena Hall in Austin, Texas.
Thanks to our partners for making this event possible!:
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Austin vibes meet AI innovation. Thanks to EY for co?hosting with us at #SXSW.
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https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey
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Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
(0:00) The Besties welcome Brad Gerstner!
(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms
(19:18) Off ramp strategies, Gulf state involvement, the China angle
(27:05) Anthropic and OpenAI scaling revenue faster than any company ever
(46:11) AI's PR disaster, open source's future
(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami
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Intro Music Credit:
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Referenced in the show:
https://www.google.com/finance/quote/BZW00:NYMEX
https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html
https://polymarket.com/event/us-forces-enter-iran-by
https://x.com/altcap/status/2029223717356879931
https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c
https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26
https://x.com/sentdefender/status/2031827082934665293
https://polymarket.com/event/balance-of-power-2026-midterms
https://polymarket.com/event/march-inflation-us-annual
https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de
https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic
https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology
https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b
https://x.com/WallStreetMav/status/2032115119879045512
https://x.com/TheChiefNerd/status/2032012809433723158
https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025
https://x.com/DrTechlash/status/2030734402339365220
https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms
https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363
https://x.com/chamath/status/2032135944284094910
https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025
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Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig
(0:53) Atkins on how US markets have changed over his 40 year career
(3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules
(8:16) AI trading bots, autonomous hedge funds, and investing with leverage
(15:30) Ending the "Turf War" between the SEC and CFTC, super app vision
(19:15) Prediction markets, insider trading, gray area
(26:56) Trump advocates for changing quarterly earnings to bi-annual
(30:30) Changing the accreditation rules a priority for 2026
(34:56) HFT firms that dominate the futures markets, swap reporting
(40:36) VC fund formation
(46:18) US markets vs the world, crypto classification
(52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis
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Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
(0:00) The Besties welcome legendary Harvard professor Graham Allison
(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security
(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects
(21:07) Israel: Is Netanyahu destroying Israel's democracy?
(24:28) China: Taiwan invasion, trade, and Trump's April meeting
(39:50) Greenland: Importance, deal scenarios, EU socialism angle
(48:58) Nuclear proliferation: 80-80-9 framework explained
(56:20) Rising socialism in America: wealth inequality and political risk
Thanks to our partner Airwallex!
Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.
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Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
(0:00) Jason intros Prince Reza Pahlavi
(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return
(8:53) Trump's surrender conditions, core principles, role in transition and potential leadership
(17:14) Thoughts on the people and spirit of Iran
(21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East
(33:59) Future leader and government of Iran, plan for transition
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Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael
(0:00) The Besties welcome Under Secretary of War Emil Michael
(2:30) US war with Iran: Bigger picture and why now?
(13:16) Trump's new approach to warfare, AI, drones, rules of engagement
(28:39) Israel's role in the conflict, relationship with the US, Iron Beam
(37:24) Oil prices, Trump's maritime insurance play
(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk
(1:02:03) How to value Anthropic after its supply chain risk designation
(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military
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Referenced in the show:
https://x.com/chamath/status/2029584905831891069
https://polymarket.com/event/us-forces-enter-iran-by
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://x.com/chamath/status/2029416079781736844
https://x.com/USWREMichael/status/2029539950962626734
https://x.com/addyosmani/status/2029372736267805081
https://github.com/googleworkspace/cli
https://x.com/chamath/status/2029634071966666964
https://www.lloyds.com/about-lloyds/history/lloyds-buildings
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