All-In with Chamath, Jason, Sacks & Friedberg
Subscribe
iTunes / Overcast / RSSWebsite
allinchamathjason.libsyn.com/websiteEpisodes
CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
(0:00) From China to Canada
(6:13) CZ's Early Career: Shockingly Normal
(17:39) First Company in Shanghai
(23:08) Discovering Bitcoin
(30:11) Going All-In on Crypto
(41:27) Founding Binance
(1:03:57) The FTX Story: SBF Relationship and Collapse
(1:09:46) Facing Biden's Anti-Crypto DOJ
(1:25:25) Inside Federal Prison
(1:40:10) Life After Binance and New Ventures
Follow CZ:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
(0:00) Besties intros: Brad Gerstner joins the show
(3:16) Epstein Files
(15:45) SaaS stocks crash out
(35:11) Moltbook panic
(47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell
(1:00:50) SpaceX and xAI merge
(1:10:45) Brad's major win with Trump Accounts
Follow Brad:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html
https://www.miamiherald.com/news/local/article214210674.html
https://x.com/stockpickerspb/status/2009363916573290715
https://x.com/galnagli/status/2017573842051334286
https://x.com/balajis/status/1937517664907460980
https://x.com/truflation/status/2019409671212396815
https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html
https://polymarket.com/event/spacex-ipo-closing-market-cap-above
Link to episode
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
(0:00) Bestie intros + quick Davos recap
(9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths
(45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI
(1:09:58) De-dollarization, gold and silver ripping
(1:20:05) California governor race
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/StephenM/status/2015133481261474030
https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting
https://www.youtube.com/watch?v=y2Z3ZUbL2e0
https://www.youtube.com/watch?v=tke0kY4l4e4
https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/
https://x.com/shellenberger/status/2016671351486967995
https://x.com/BoLoudon/status/1942641987326185693
https://x.com/JamesBlairUSA/status/2016154036550930765
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
https://x.com/Geiger_Capital/status/2016564161484873748
https://x.com/RapidResponse47/status/2016537492493676905
https://x.com/chamath/status/2015966444027322763
https://polymarket.com/event/california-governor-election-2026
Link to episode
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
(0:00) Intro
(0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world
(52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more
(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them
(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout
On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com? investing for those who take it seriously.
Follow Jeremy:
Follow George:
Follow Adam:
Follow Chase:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
(0:00) The Besties introduce Dr. Oz
(3:26) Trump's vision for healthcare in America
(13:26) AI & self-directed healthcare
(30:10) The future of GLP-1s and affordability
(35:06) The Medical Fraud Crisis
(44:02) California fraud and accountability
(56:57) Immigration and addiction
Follow Dr. Oz:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
Link to episode
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
(0:00) Intro
(0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption
(38:51) Cerebras CEO, Andrew Feldman on Compute Power
(1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots
This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.
Follow Brian:
Follow Andrew:
Follow Jake:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo
(1:21) The cost of infrastructure build-out, energy challenges
(12:41) Where AI will be most impactful
(22:39) The China Threat, globalization strategy
(39:12) America's entrepreneurial AI outlook
Follow Michael:
Follow Maria:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"
(0:00) Jason and Sacks welcome Sarah B. Rogers!
(2:22) Free speech, EU censorship, OSA/DSA overreach?
(13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff"
(22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship
(34:42) Understanding the "Censorship Industrial Complex" in America
Follow Sarah:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos
(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella
(1:31) Future of AI copilots and agents, impact on white collar work
(8:01) How Microsoft has scaled revenue and profits with flat headcount
(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic
(12:39) Views on diffusion, how the US tech stack can win globally
(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?
(26:08) What SaaS adoption looks like in the age of AI
Follow Satya:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
(0:00) Bestie intros!
(4:18) Iran's breaking point: regime change coming?
(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs
(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon
(35:09) Billionaire backlash in California: Wealth Tax exodus
(56:13) Greenland acquisition: Why it's crucial
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit
Referenced in the show:
https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://home.treasury.gov/news/press-releases/sb0364
https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0
https://x.com/chamath/status/2011486582386106387
https://x.com/friedberg/status/2011703965143220457
https://x.com/chamath/status/2011197387830935777
https://polymarket.com/event/will-trump-acquire-greenland-before-2027
Link to episode
Supercharging a New FDA: Marty Makary on Science, Power & Patients
(0:00) Friedberg intros FDA Commissioner Marty Makary
(3:21) Inside the 42 major FDA reforms in 10 months
(7:51) The China Race: Winning back biotech leadership
(13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines
(33:13) Reshaping the failed Food Pyramid
(41:29) GLP-1s and America's Obesity Epidemic
(49:54) Rethinking vaccines from first principles
(59:40) Lowering drug prices, the power of AI for healthcare
(1:18:57) What causes autism?
Follow Marty Makary:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism
(0:00) David Friedberg introduces Adam Carolla!
(1:32) Palisades Fire one year out: the rebuilding crisis in LA
(7:39) Gyno-fascism and safety culture
(15:49) Media bias and gender dynamics
(28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"
(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?
(51:23) Who should be California's next governor?
(58:04) Big Tech, AI, and the 2028 Election
When you need a partner trusted by millions, there's one platform for all business - PayPal Open.
Grow today at https://www.paypal.com/us/business.
Loans subject to approval and available locations.
Follow Adam:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
All-In's 2026 Predictions
(0:00) California exodus, asset seizure tax, Besties to Austin?
(12:27) Biggest Political Winner
(17:45) Biggest Political Loser
(32:15) Biggest Business Winner
(40:51) Biggest Business Loser
(49:34) Biggest Business Deal
(56:15) Most Contrarian Belief
(1:03:05) Best Performing Asset
(1:08:02) Worst Performing Asset
(1:15:17) Most Anticipated Trend
(1:21:18) Most Anticipated Media
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/reidhoffman/status/2009015043258552670
https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html
https://x.com/Daily_MailUS/status/2008903817341931618
https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse
https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges
https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121
Link to episode
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story
(2:24) Chamath intros Secretary Lutnick
(7:28) Full scope of the Commerce Department
(12:59) How Trump's tariff agenda was planned and executed, how it's going
(19:50) US-Japan trade deal, China's chaos-to-prowess strategy
(36:54) Why the India deal has not yet happened
(43:48) Pharma deals, lowering costs for Americans
(53:28) Focus on fraud, immigration, gold cards
(1:03:48) GDP: Could we see 5 or 6% growth in 2026?
(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal
Follow Secretary Lutnick:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst)
(2:52) The pace of innovation and why VC's are buying hospitals
(9:30) CFOs vs CIOs and unlocking growth
(20:46) The job market and why graduates aren't getting hired
(27:33) Why education is broken
(40:03) Tech time capsule
Follow Hemant Taneja:
Follow Bob Sternfels:
https://www.linkedin.com/in/bob-sternfels
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota
(3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story
(16:36) Why this fraud story is resonating, why the national press initially avoided it
(30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go?
(49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme
(1:09:06) CA's wealth tax: normalizing the seizure of private property
(1:33:56) Chamath breaks down the $20B Groq-Nvidia deal
Follow Nick Shirley:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/nickshirleyy/status/2004642794862961123
https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html
https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes
https://x.com/EricLDaugh/status/2005410646603473256
https://x.com/kevinkileyca/status/2006053056660541840
https://x.com/chamath/status/2006087862492582084
https://x.com/C_3C_3/status/2005722313795440956
https://x.com/OliLondonTV/status/2005988021946999166
https://x.com/tomhennessey69/status/2005556784228909441
https://x.com/WallStreetApes/status/2005849513676923358
https://x.com/MarioNawfal/status/2005179409465299219
https://dcyf.mn.gov/programs-directory/child-care-assistance-program
https://x.com/susancrabtree/status/2006079778873565541
https://x.com/chamath/status/2005386348169953607
https://x.com/aaronburnett/status/2003874734661161064
https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken
https://x.com/realdailywire/status/2006122428196442388
Link to episode
All-In x Kill Tony: A Hilarious Holiday Special
(0:00) Intro!
(2:47) Tony Hinchcliffe roasts the Besties
(15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe
(36:03) The Besties play Kill Tony!
(50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more
Thanks to our partners for making this happen!
IREN: https://iren.com
OKX: https://okx.com
Google Cloud: https://cloud.google.com
Follow Tony:
https://www.youtube.com/@killtony
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
(0:00) Treasury Secretary Scott Bessent joins the show
(0:55) Recapping 2025 and the state of the economy
(3:13) Tariffs: Leverage, legal challenges, implementation
(15:20) Affordability: inflation, BLS data, interest rates
(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates
(42:44) Focus on Main Street, taking equity stakes in American companies
(50:40) Tax cuts, Trump accounts, economic legacy
Follow Secretary Bessent:
Referenced in the show:
https://www.international-economy.com/TIE_Sp25_Bessent.pdf
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?
(0:00) Bestie intros!
(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI
(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?
(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?
(51:44) Dog Corner!
(59:56) China's major AI breakthrough: lithography, impact on the AI race?
(1:19:43) Are the rest of the Besties moving to Texas?
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/SenSanders/status/2001057004370948131
https://x.com/RoKhanna/status/2001733168819319167
https://x.com/DavidSacks/status/2001726037848478000
https://x.com/DavidSacks/status/2001320789279203694
https://andymasley.substack.com/p/i-cant-find-any-instances-of-data
https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms
https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/
https://x.com/DavidSacks/status/1987238502124409321
https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market
https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html
Link to episode
Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes
(0:00) Tucker joins the besties!
(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery
(25:40) What's behind the rise of Nick Fuentes and America First?
(49:13) Understanding the Anti-AI sentiment
(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel
Follow Tucker:
Check out Battalion Metals:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/chamath/status/1999139689173749835
https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html
https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602
https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes
https://x.com/DavidSacks/status/1997843165102100528
https://fred.stlouisfed.org/series/LNS14024887
https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
Link to episode
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
(0:00) Bestie intros
(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share
(28:14) David Sacks vs. New York Times
(51:24) New poverty line, America's slow descent into socialism
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
Sacks's AI waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf
Sacks's Crypto waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf
https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html
https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html
Link to episode
Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game
(0:00) Molly Bloom joins the besties live in Las Vegas!
(1:48) Did Jason actually play in "Molly's Game"?
(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game
(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie
(31:10) Best celebrity poker players, high-stakes poker archetypes, and more
(34:31) Sales coaching advice
Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.
Follow Molly:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
(0:00) Bestie intros LIVE from The Venetian Las Vegas
(1:13) Epstein Files breakdown
(10:06) Biggest Epstein questions: where did his money come from?
(14:44) Tether's booming business
(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026
(35:25) Google's Gemini 3 and TPU breakthrough
(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO
(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology
Special thanks to The Venetian Las Vegas for hosting us!:
Join us at the All-In Holiday Spectacular!:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/RepClayHiggins/status/1990868089056219267
https://x.com/michaeljburry/status/1991289193037746579
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025
Link to episode
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
(0:00) Michael Burry's big short against AI
(12:00) Why Palantir is so richly valued vs other tech companies
(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
(36:18) H-1B debate flares up again after Trump's comments on Fox News
(42:37) Science Corner: Solar storms, coronal mass ejection, risks
(51:14) Rich Americans fleeing "the great confiscation"
Join us at the All-In Holiday Spectacular!:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://x.com/michaeljburry/status/1988778952299802818
https://x.com/_Investinq/status/1988847716613365845
https://x.com/michaeljburry/status/1987918650104283372
https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html
https://x.com/jatanackov/status/1988256651103592564
https://x.com/omapproach/status/1988410644907856075
https://x.com/latestinspace/status/1988606899932299700
https://www.swpc.noaa.gov/
Link to episode
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
(0:00) Brad Gerstner joins the show!
(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI
(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
(36:47) Holiday party announcement! allin.com/events for tickets
(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?
(1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?
Join us at the All-In Holiday Spectacular!:
Follow Brad:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html
https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html
https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/
https://x.com/DavidSacks/status/1986476840207122440
https://x.com/sama/status/1986514377470845007
https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43
https://x.com/nvidianewsroom/status/1986221177099194484
https://www.aipanic.news/p/the-ai-existential-risk-industrial
https://fred.stlouisfed.org/series/LES1252881600Q
https://x.com/MorningBrew/status/1986464568470888935
https://x.com/chamath/status/1986076707196162068
https://polymarket.com/event/new-york-city-mayoral-election
https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results
Link to episode
Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix
(0:00) Introducing Ari Emanuel
(1:03) Ari's background in the content business and Hollywood
(4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products
(9:21) AI's impact: anticipating the 3-day workweek
(12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership
(18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision
(22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global
(24:21) Ari's relationship with his brothers and Elon Musk
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Ari:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower
(0:00) Introducing Tareq Amin
(0:39) Saudi Arabia's evolution, Humain's business
(8:11) How Humain works with foundational model providers
(13:14) Saudi's energy and talent advantages, the AI race in the Middle East
(18:11) Working in the era of MBS, Vision 2030
(21:40) How Saudi manages their relationships with the US and China
(23:51) Sacks on the US-Saudi AI alliance
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Tareq:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom
(0:00) Introducing Paul "Triple H" Levesque
(0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock
(5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey
(8:43) WWE vs UFC: Why they are opposites, star building
(11:21) Physicality of the WWE and how they support wrestlers
(14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE
(21:28) Helping America's youth via physical fitness
(23:35) How the internet forced wrestlers to blend their in ring personas with real-life
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Triple H:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia
(0:00) Disgraziad Corner: The most disgraceful things of the week!
(3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately
(11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias
(24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet
(42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass?
(47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony
(56:24) AI power efficiency, Robotaxis, future of self-driving
(1:09:34) Bill Gates flips on climate change, solar, energy production
Follow Elon:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
(0:00) Chamath and Jason welcome Pete Buttigieg
(1:31) Why the Democrats lost tech
(6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market
(23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending
(33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties
(40:07) Immigration: Trump shutting the border, Biden's failure
(47:38) Working in the Biden Admin: good and bad, gatekeepers, cognitive decline, anointing Kamala Harris vs running a short primary
(52:17) Thoughts on moving NASA under the Dept of Transportation
(54:07) AI: self-driving, automation, and job loss
(1:01:19) Running in 2028, Mamdani in NYC
Follow Pete:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela
(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado
(4:27) Venezuela before and after Chavez
(15:25) Why María got involved in politics and why she was expelled
(24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing
(31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet"
(39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela
(54:23) The rise of socialism in the US
Follow María:
Learn more about the 2025 Nobel Peace Prize:
https://www.nobelpeaceprize.org/articles/nobels-fredspris-2025-1
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Nobel Prize in Physics Winner: John Martinis on the State of Quantum
(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics
(0:43) John's history, how he got into physics
(4:54) Explainer on quantum mechanics
(22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize
(30:37) Understanding qubits, the state of quantum computing, and the impact of AI
(40:56) US vs China in quantum, reactions to winning the Nobel Prize
Learn more about the 2025 Nobel Prize in Physics:
https://www.nobelprize.org/prizes/physics/2025/summary
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage
(0:00) Bestie intros!
(1:02) CA Billionaire Tax
(17:00) Major NBA gambling scandal
(29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans
(49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists"
(1:03:54) Study shows AI bias
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand
https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html
https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf
https://x.com/MovieTimeDev/status/1968107643643498744
https://x.com/SawyerMerritt/status/1981119824991322553
https://www.nytimes.com/live/2025/10/23/nyregion/nba-illegal-gambling-arrests
https://x.com/AndrewDBailey/status/1981409771505713650
https://seekingalpha.com/article/4832142-tesla-inc-tsla-q3-2025-earnings-call-transcript
https://x.com/shayne_coplan/status/1981016949309239616
Link to episode
Joe Manchin on the Fight for America's Future: Term Limits, Bipartisanship & the 2028 Election
(0:00) Chamath and Jason welcome Senator Joe Manchin!
(4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats
(19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president
(28:12) Why socialism is on the rise in America, entitlement culture
(37:06) Importance of term limits in Congress, Joe's favorite current senators, cascading issues from the loss of bipartisanship
(52:25) Breaking the Dem/Rep duopoly by opening up primaries, thoughts on midterms in 2026
(57:18) Expectation vs reality for Obama, Trump and Biden presidencies; thoughts on the 2028 election
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
California Forever: The Startup Building America's Next Great City
(0:00) Introducing Jan Sramek
(0:51) How California Forever is building America's next great city
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Jan:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area
(3:35) State of crime in SF, do they need the National Guard?
(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?
(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history
(52:59) AI PR crisis: Recent datacenters get denied
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html
https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3
https://x.com/the_jefferymead/status/1978130345200427334
https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e
https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html
https://truthsocial.com/@realDonaldTrump/posts/115351840469973590
https://truthsocial.com/@realDonaldTrump/posts/115350455734003647
https://mpmaterials.com/mountain-pass
https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/
https://chinapower.csis.org/tracker/china-gdp
https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124
https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf
https://nationalinterest.org/feature/can-china-rise-peacefully-10204
https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/
https://www.amazon.com/End-History-Last-Man/dp/0743284550
https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978
https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884
https://x.com/balajis/status/1937517664907460980
https://x.com/chamath/status/1978584886329082098
Link to episode
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation"
(0:38) Why he chose this time period
(3:22) The setup: what led to the 1929 crash
(19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025?
(26:21) Role of journalist vs market participant; characters of the 2025 market
(30:10) AI's potential 1929-like impact on unemployment
(35:16) Why socialism is flaring up now more than it did post-1929
(40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act
(46:51) Film rights strategy
Buy Sorkin's new book:
https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966
Follow Andrew Ross Sorkin:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966
https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up
Link to episode
How Orlando Bravo Built One of the Most Successful Firms in Private Equity
(0:00) Introducing Orlando Bravo
(1:53) Orlando's history, Puerto Rico origins, how he got into private equity
(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising
(9:01) Role of PE in the American economy, public perception, underwriting AI risks
(15:23) Deal pricing philosophy, acquiring Boeing's avionics business
(19:24) Thoma Bravo's operating playbook after acquiring a company
(26:16) Thoughts on taking Thoma Bravo public
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Orlando Bravo:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today
(0:00) Introducing Bryan Johnson
(0:46) Bryan takes the audience through a quick biological age test
(5:53) The single best longevity hack from all of his research
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Bryan Johnson:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package
(0:00) Introducing Cathie Wood
(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more
(9:23) Cathie's bull case for Bitcoin $1M
(11:38) Opening up access to innovation for retail
(14:32) Cathie explains Ark's strategies for bull and bear markets
(16:01) Thoughts on Elon's trillion-dollar pay package
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Cathie Wood:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
(0:00) Bestie intros: Welcome back Brad Gerstner!
(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done
(13:27) National Guard sent to Chicago to protect ICE Agents
(44:02) OpenAI's deal with AMD, state of the "AI Bubble"
(1:05:45) Circular AI deals: cause for concern or no big deal?
(1:15:00) What's behind the Gold rally?
(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets
Follow Brad:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://truthsocial.com/@realDonaldTrump/posts/115340993884364431
https://x.com/RapidResponse47/status/1972726021196562494
https://x.com/JasonJournoDC/status/1976080696209760487
https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize
https://x.com/BillAckman/status/1976307397099471229
https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013
https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228
https://x.com/libsoftiktok/status/1965294885373947928
https://x.com/CollinRugg/status/1972716966831120601
https://x.com/unlimited_ls/status/1975302286969631204
https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101
https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/
https://x.com/wallstreetapes/status/1976030014614421936
https://x.com/ericldaugh/status/1976020869752508907
https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42
https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html
https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html
https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545
Link to episode
Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
(0:00) Introducing Roelof Botha
(1:08) Sequoia's Scout program and its best-performing funds ever
(3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies
(9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes
(13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners
(20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz
(26:06) Investing in biotech, importance of expertise in VC
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
Follow Roelof:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
(0:00) Introducing YouTube CEO Neal Mohan
(1:08) YouTube's revenue split with creators
(7:30) How Neal thinks about enabling monoculture and connective threads at YouTube
(11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally
(19:58) YouTube TV, YouTube Premium, and channel subscriptions
(24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Neal:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
(0:00) Introducing Joe Tsai
(0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing?
(6:07) Alibaba origins, China's pullback on capitalism
(10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China?
(19:46) AI application in large businesses
(21:52) Managing corporate culture at Alibaba's scale, Nets predictions
(23:17) AI adoption, job anxiety, and AGI views in China
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Joe Tsai:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
(0:00) Bestie intros!
(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble
(17:42) IPO market, SPAC 2.0
(27:41) The AI rollup opportunity
(36:01) Sacks joins the show!
(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?
(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry
(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/Jason/status/1973461806585966655
https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai
Link to episode
Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America
(0:00) Chamath and Jason welcome Rep. Ro Khanna!
(1:10) H-1Bs and immigration
(8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders
(15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI
(24:25) Government shutdown, what actually happens?
(30:25) Extreme rhetoric: Importance of dialing this down
(36:29) Censorship and lawfare on both sides
(40:32) Crime issues in major cities, why Democrats are losing on safety, common sense solutions
(47:46) Mamdani's surge: is Zohran the future of the party?
(51:15) Congressional stock trading ban
Follow Ro Khanna:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Link to episode
Multicoin Capital's Kyle Samani on Internet Capital Markets
(0:00) Introducing Kyle Samani
(1:07) History of modern capital markets
(3:25) What a redesigned capital market structure would look like in 2025
(8:22) Examples of the future of internet capital markets
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Kyle:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix
(0:00) Introducing Rick Caruso
(1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild
(11:20) California's incompetence, running for CA Governor vs LA Mayor
(14:21) Attention to detail
(17:04) State of California: What it should be, homelessness, National Guard, policing
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Rick Caruso:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War
(0:00) Introducing Arm CEO Rene Haas
(1:08) Lessons from working with Jensen Huang
(3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size
(10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion"
(15:35) Manufacturing in America: how to create a culture of excellence?
(18:34) US export controls, building in the UK
(23:42) US-China AI arms race
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket: https://www.polymarket.com
Follow Rene: https://x.com/renehaas237
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode
Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
(0:00) Introducing Cleo Abram
(1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True
(8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope
(23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the "war on science"
(37:37) Zipline CEO Keller Rinaudo Cliffton on the future of drone delivery
(53:29) Q&A with Keller Rinaudo Cliffton, Cleo, and Friedberg: Instant delivery explosion, competitors, impact on healthcare
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - https://www.polymarket.com/
Follow Cleo:
https://www.youtube.com/c/CleoAbram
Follow Keller:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Link to episode