All-In with Chamath, Jason, Sacks & Friedberg
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
<p>(0:00) Bestie intros! Brad Gerstner fills in for Chamath</p> <p>(2:16) Major shakeups at Google: AI brain drain or better strategy?</p> <p>(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?</p> <p>(45:44) All-In Summit Speaker Announcements!</p> <p>(48:01) Airtable sells for a 90% discount: SaaSpocalypse?</p> <p>(1:05:56) Chinese AI labs are buying US training data to catch up</p> <p>Apply for Summit 2026:</p> <p>https://allin.com/events</p> <p>Follow Brad:</p> <p>https://x.com/altcap</p> <p>Follow the besties:</p> <p>https://x.com/chamath</p> <p>https://x.com/Jason</p> <p>https...
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
<p>(0:00) Saronic founders join the show!</p> <p>(4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1</p> <p>(13:04) $3B destroyers vs. Marauder</p> <p>(21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy</p> <p>(25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?</p> <p>(31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?</p> <p>(36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs</p> <p>Thanks to our partners for making this possible!</p> <p>Creative Planning. As wealth grows, complexity...
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
<p>(0:00) Bestie intros</p> <p>(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called</p> <p>(20:20) China's advantage and green shoots for the US economy</p> <p>(34:12) Frontier Labs say "SLOW DOWN AI"</p> <p>(1:01:15) Why are frontier labs "burning books"?</p> <p>(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"</p> <p>(1:24:44) Science Corner: Understanding and mapping the brain</p> <p>Apply for All-In Summit 2026:</p> <p>https://allin.com/events</p> <p>Follow the besties:</p> <p>https://x.com/chamath</p> <p>https://x.com/Jason</p> <p>https://x.com/DavidSacks</p> <p>https...
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
<p >(0:00) Intro: Humanoids, Robots, & AI+</p> <p >(0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids</p> <p >(13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate</p> <p >(15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform</p> <p >(22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff"</p> <p >(33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable</p> <p >(42:36) Amanda McMaster: Chinese Robotics Security Risks</p> <p >(47:14) Agility Robotics...
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
<p>(0:00) Bestie intros!</p> <p>(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture</p> <p>(27:38) Anthropic/OpenAI historic growth rates, China's long game</p> <p>(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy</p> <p>(1:07:12) Google and Tesla stocks tank on surging AI capex</p> <p>(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights</p> <p>Apply for All-In Summit 2026:</p> <p>https://allin.com/events</p> <p>Follow the besties:</p> <p>https://x.com/chamath</p> <p>https://x.com/Jason</p> <p>https://x.com/DavidSacks<...
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
<p>(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble</p> <p>(7:50) AI's real-world limits: why enterprise AI is harder than expected</p> <p>(16:38) Transitioning to an AI-First Workspace</p> <p>(21:26) Health & AI: self-directed healthcare and biometric data</p> <p>(24:30) Politics, wealth tax, and AI as a truth-seeking force</p> <p>(35:12) Knicks & Sports Talk</p> <p>Thanks to our partners for making this possible!</p> <p>AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of do...
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
<p>(0:00) Bestie intros!</p> <p>(1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body</p> <p>(20:01) Stripe, Block, and Advent offer $53B to acquire PayPal</p> <p>(37:51) Apple sues OpenAI, alleging stolen trade secrets</p> <p>(42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model</p> <p>(59:53) NY bans datacenters, becoming first state to enact a moratorium</p> <p>(1:22:57) Science Corner: New data on reversing aging!</p> <p>Adopt Ronnie the Dog:</p> <p>https://www.instagram.com/reels/Da0pGahBwaW</p> <p>Apply for All-In Summit 2026:</p> <p>https://allin.com/events</p> <p>...
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
<p>(0:00) Former Intel CEO Pat Gelsinger joins Jason!</p> <p>(1:41) What Went Wrong at Intel</p> <p>(15:19) Why a Taiwan Blockade Would Cripple the US Economy</p> <p>(25:00) Lovable's Anton Osika: One Million New Apps a Week</p> <p>(33:38) How Lovable is Bringing Down Builder Costs</p> <p>Thanks to our partners for making this possible!</p> <p>Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin</p> <p>Plaud - If your work depends on...
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
<p>(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs</p> <p>(15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic</p> <p>(31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour</p> <p>(42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models</p> <p>Thanks to our partners for making this possible!</p> <p>Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin</p> <p>Oracle powers AI at every scale—from frontier labs to enterprise production. Yo...
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
<p>(0:00) Bestie intros: Brad Gerstner fills in for Friedberg!</p> <p>(2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence</p> <p>(27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly</p> <p>(54:29) CCP considering putting export controls on Chinese models, is open source ending in China?</p> <p>(1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism</p> <p>Apply for Summit 2026:</p> <p>https://allin.com/events</p> <p>Follow Brad:</p> <p>ttps://x.com/altcap</p> <p>Follow the...
