(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

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit

https://x.com/TheZachEffect

Referenced in the show:

https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31

https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

https://home.treasury.gov/news/press-releases/sb0364

https://truthsocial.com/@realDonaldTrump/posts/115884759090137876

https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0

https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4

https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f

https://x.com/chamath/status/2011486582386106387

https://x.com/friedberg/status/2011703965143220457

https://x.com/chamath/status/2011197387830935777

https://polymarket.com/event/will-trump-acquire-greenland-before-2027

https://x.com/chamath/status/2011197387830935777

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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.

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/reidhoffman/status/2009015043258552670

https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html

https://x.com/Daily_MailUS/status/2008903817341931618

https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse

https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges

https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/nickshirleyy/status/2004642794862961123

https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944

https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html

https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes

https://x.com/EricLDaugh/status/2005410646603473256

https://x.com/kevinkileyca/status/2006053056660541840

https://x.com/chamath/status/2006087862492582084

https://x.com/C_3C_3/status/2005722313795440956

https://x.com/OliLondonTV/status/2005988021946999166

https://x.com/tomhennessey69/status/2005556784228909441

https://x.com/WallStreetApes/status/2005849513676923358

https://x.com/MarioNawfal/status/2005179409465299219

https://dcyf.mn.gov/programs-directory/child-care-assistance-program

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

https://x.com/rightanglenews/status/2006375449404866720

https://www.auditor.ca.gov/reports/2025-601/

(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

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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Referenced in the show:

https://www.international-economy.com/TIE_Sp25_Bessent.pdf

Follow the besties:

https://x.com/chamath

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/SenSanders/status/2001057004370948131

https://x.com/RoKhanna/status/2001733168819319167

https://x.com/DavidSacks/status/2001726037848478000

https://x.com/DavidSacks/status/2001320789279203694

https://andymasley.substack.com/p/i-cant-find-any-instances-of-data

https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms

https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/

https://x.com/DavidSacks/status/1987238502124409321

https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market

https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html

https://fred.stlouisfed.org/series/CES9091000001

https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/

https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/

https://www.nature.com/articles/s41377-025-01923-w

(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:

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Check out Battalion Metals:

https://battalionmetals.com

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/chamath/status/1999139689173749835

https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html

https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602

https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes

https://x.com/DavidSacks/status/1997843165102100528

https://fred.stlouisfed.org/series/LNS14024887

https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

Sacks's AI waiver:

https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf

Sacks's Crypto waiver:

https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf

https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f

https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html

https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html

https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html

https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

(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.

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Follow Molly:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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!:

https://x.com/VenetianVegas

Join us at the All-In Holiday Spectacular!:

https://allin.com/events

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/RepClayHiggins/status/1990868089056219267

https://x.com/michaeljburry/status/1991289193037746579

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025

https://x.com/Similarweb/status/1988879389992386897

https://x.com/PokerGO/status/1987406318832132256

(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!:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/michaeljburry/status/1988778952299802818

https://x.com/_Investinq/status/1988847716613365845

https://x.com/michaeljburry/status/1987918650104283372

https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html

https://x.com/jatanackov/status/1988256651103592564

https://x.com/omapproach/status/1988410644907856075

https://x.com/latestinspace/status/1988606899932299700

https://www.swpc.noaa.gov/

(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!:

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https://x.com/DavidSacks

https://x.com/friedberg

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html

https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html

https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri

https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7

https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/

https://x.com/DavidSacks/status/1986476840207122440

https://x.com/sama/status/1986514377470845007

https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43

https://x.com/nvidianewsroom/status/1986221177099194484

https://www.aipanic.news/p/the-ai-existential-risk-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

https://x.com/JDVance/status/1986099131845136594

https://x.com/houmanhemmati/status/1980499276229931034

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

https://x.com/MariaCorinaYA

Learn more about the 2025 Nobel Peace Prize:

https://www.nobelpeaceprize.org/articles/nobels-fredspris-2025-1

Follow the besties:

https://x.com/chamath

https://x.com/Jason

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election

https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand

https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats

https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html

https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf

https://x.com/MovieTimeDev/status/1968107643643498744

https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg

https://x.com/SawyerMerritt/status/1981119824991322553

https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html

https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/

https://ogletree.com/insights-resources/blog-posts/10-faqs-about-californias-new-algorithmic-discrimination-rules/

https://www.crowell.com/en/insights/client-alerts/artificial-intelligence-in-employment-update-illinois-requires-notice-and-prohibits-discriminatory-impact-in-use-of-ai

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

https://www.bloomberg.com/news/articles/2025-10-23/polymarket-is-seeking-funding-at-a-valuation-of-up-to-15-billion

https://www.google.com/finance/quote/DKNG:NASDAQ?window=1M

https://www.google.com/finance/quote/FLUT:NYSE?window=1M

(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:

https://x.com/chamath

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Follow on X:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

https://x.com/jansramek

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html

https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3

https://x.com/the_jefferymead/status/1978130345200427334

https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php

https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research

https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961

https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e

https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html

https://truthsocial.com/@realDonaldTrump/posts/115351840469973590

https://truthsocial.com/@realDonaldTrump/posts/115350455734003647

https://mpmaterials.com/mountain-pass

https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/

https://chinapower.csis.org/tracker/china-gdp

https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15

https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan

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.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth

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

https://www.datacenterwatch.org/report

https://x.com/chamath/status/1977794775148601541

(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:

https://x.com/andrewrsorkin

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966

https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

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Follow the besties:

https://x.com/chamath

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://truthsocial.com/@realDonaldTrump/posts/115340993884364431

https://x.com/RapidResponse47/status/1972726021196562494

https://x.com/JasonJournoDC/status/1976080696209760487

https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22

https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize

https://x.com/BillAckman/status/1976307397099471229

https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013

https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228

https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html

https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens

https://x.com/libsoftiktok/status/1965294885373947928

https://x.com/CollinRugg/status/1972716966831120601

https://x.com/unlimited_ls/status/1975302286969631204

https://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://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts

https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461

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

(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:

https://x.com/roelofbotha

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

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Follow on Instagram:

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Follow on TikTok:

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Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

https://x.com/nealmohan

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

https://x.com/joetsai1999

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Follow on X:

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https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

https://x.com/chamath

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https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

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Follow on Instagram:

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Follow on TikTok:

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Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900

https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost

https://x.com/Jason/status/1973461806585966655

https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai

https://x.com/scaling01/status/1972650237266465214

https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act

https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis

(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:

https://x.com/rokhanna

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https://x.com/friedberg

Follow on X:

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Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

https://x.com/KyleSamani

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

https://x.com/RickCarusoLA

Follow the besties:

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Follow on LinkedIn:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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:

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Follow on LinkedIn:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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://x.com/cleoabram

https://www.youtube.com/c/CleoAbram

Follow Keller:

https://x.com/keller

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(0:00) Introducing Eli Lilly CEO Dave Ricks

(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China

(7:08) GLP-1 pricing and capital allocation after a breakout pharma product

(12:56) Why Biotech VC has plummeted, "patent hacking" in China

(15:32) Dave's health regimen: good sleep, movement, healthy diet, social relationships, reading

(18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases

(21:16) Thoughts on RFK Jr, Big Pharma's influence on the media, how AI empowers patients

(25:27) Impact of proposed NIH cuts, explaining the "PBM boogeyman", next major pharma breakthrough

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(0:00) Bestie intros!

(2:23) H-1B overhaul: origins and exploitation

(25:26) Autism linked to Tylenol usage during pregnancy

(43:42) Jimmy Kimmel returns to ABC: comments and reactions

(59:21) Two major AI papers

(1:09:00) YouTube update

(1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://polymarket.com/event/will-courts-block-trumps-100k-h1b-by-september-30

https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html

https://x.com/RobertMSterling/status/1873174358535110953

https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html

https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers

https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/

https://x.com/ThaaatColin/status/1958690862185230539

https://x.com/ThaaatColin/status/1958690862185230539

https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582

https://x.com/sahilkapur/status/1970211641124847711

https://x.com/shawn_farash/status/1971289990283002022

https://x.com/Scott_Wiener/status/1970307297999007773

https://x.com/thackerpd/status/1971246303243010172

https://support.google.com/youtube/answer/7354993?hl=en

https://judiciary.house.gov/media/press-releases/google-admits-censorship-under-biden-promises-end-bans-youtube-accounts

https://arxiv.org/pdf/2509.13351

https://www.nature.com/articles/s43588-025-00854-1#Abs1

(0:00) Introducing Eric Schmidt

(1:59) Thoughts on remote work and work-life balance

(3:49) Approaching AI: US vs China

(8:04) Relativity Space, rockets, drones, defense, and more

(17:32) Future role of America, and the decline of the West

(21:51) AGI: boom or bust?

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Eric:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America

(15:27) Assassination culture in America, online radicalization

(30:37) Jimmy Kimmel suspended indefinitely by ABC

(49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok

(1:01:09) Besties discover their recent YouTube videos have been flagged as "Restricted"

(1:06:23) All-In Summit recap

Follow the besties:

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Follow on X:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/charliekirk11/status/1909391943802703899

https://www.bbc.com/news/articles/c99g1e0z2ero

https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief

https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379

https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists

https://x.com/jk_rowling/status/1966256971134234678

https://x.com/megynkelly/status/1968477822982480298

https://x.com/LizMacDonaldFOX/status/1968837993797665085

https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight

https://x.com/bennyjohnson/status/1968359685045838041

https://x.com/TheChiefNerd/status/1968492589201396052

https://www.nbcnews.com/pop-culture/tv/jon-stewart-rips-paramount-cbs-diatribe-cancellation-colbert-late-show-rcna220144

https://latenighter.com/features/analyst-network-late-night-talk-shows-became-unprofitable-in-2023

https://x.com/stoolpresidente/status/1968474692886340002

https://variety.com/2025/tv/news/paramount-warner-bros-discovery-acquisition-consolidation-analysis-1236515947

https://www.wsj.com/tech/details-emerge-on-u-s-china-tiktok-deal-594e009f

https://polymarket.com/event/who-will-acquire-tiktok-559?tid=1758241123068

https://arxiv.org/pdf/2209.07663

(0:00) Introducing Solana Co-Founder Anatoly Yakovenko

(0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries

(5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market

(10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act

(15:57) Quantum computing, AI's impact on crypto

(18:48) Bitcoin: resiliency, market cornering, risks, future

(22:45) Ethereum, Visa/Mastercard

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Anatoly:

https://x.com/aeyakovenko

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(0:00) Introducing Uber CEO Dara Khosrowshahi

(0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution

(8:14) How self-driving impacts Uber's business model over time

(13:30) Other forms of transportation Uber could provide

(16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food

(21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network

(22:31) How Uber thinks about driver job displacement from self-driving

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Dara:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg 

(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons

(1:14) The student loan burden

(8:03) DEI at US universities

(13:56) Administrative bloat

(16:12) Trump vs the Ivy League, viewpoint diversity

(21:56) Impact of K-12 education declining

(25:13) Will AI learning kill higher education?

(29:14) Rising unemployment among recent graduates

(31:35) Role of endowments

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Sian:

https://x.com/sianbeilock

Follow Rich:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence

(1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies

(17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability

(25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party

(30:16) Thoughts on bombing Iran, what impacts her views on foreign policy and war

(35:15) The impact of designating drug cartels as terrorist orgs, safety at the Southern Border, China

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC ? a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Tulsi:

https://x.com/tulsigabbard

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect