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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Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes
<p>(0:00) Tucker joins the besties!</p> <p>(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery</p> <p>(25:40) What's behind the rise of Nick Fuentes and America First?</p> <p>(49:13) Understanding the Anti-AI sentiment</p> <p>(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel</p> <p>Follow Tucker:</p> <p>https://x.com/TuckerCarlson</p> <p>Check out Battalion Metals:</p> <p>https://battalionmetals.com</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://x...
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
<p>(0:00) Bestie intros</p> <p>(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share</p> <p>(28:14) David Sacks vs. New York Times</p> <p>(51:24) New poverty line, America's slow descent into socialism</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://x.com/friedberg</p> <p>Follow on X:</p> <p>https://x.com/theallinpod</p> <p>Follow on Instagram:</p> <p>https://www.instagram.com/theallinpod</p> <p>Follow on TikTok:</p> <p>https://www.tiktok.com/@theallinpod</p> <p>...
Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game
<p>(0:00) Molly Bloom joins the besties live in Las Vegas!</p> <p>(1:48) Did Jason actually play in "Molly's Game"?</p> <p>(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game</p> <p>(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie</p> <p>(31:10) Best celebrity poker players, high-stakes poker archetypes, and more</p> <p>(34:31) Sales coaching advice</p> <p>Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.</p> <p> https://www.oracle...
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
<p>(0:00) Bestie intros LIVE from The Venetian Las Vegas</p> <p>(1:13) Epstein Files breakdown</p> <p>(10:06) Biggest Epstein questions: where did his money come from?</p> <p>(14:44) Tether's booming business</p> <p>(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026</p> <p>(35:25) Google's Gemini 3 and TPU breakthrough</p> <p>(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO</p> <p>(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology</p> <p>Special thanks to The Venetian Las Vegas for hosting us!:</p> <p>https://x.com/VenetianVegas</p> <p>...
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
<p >(0:00) Michael Burry's big short against AI</p> <p >(12:00) Why Palantir is so richly valued vs other tech companies</p> <p >(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms</p> <p >(36:18) H-1B debate flares up again after Trump's comments on Fox News</p> <p >(42:37) Science Corner: Solar storms, coronal mass ejection, risks</p> <p >(51:14) Rich Americans fleeing "the great confiscation"</p> <p> </p> <p >Join us at the All-In Holiday Spectacular!:</p> <p >https://allin.com/events</p> <p> </p> <p >Follow the besties: </p> <p >https://x.com/chamath</p> <p >https://x.com/Jason</p>...
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
<p>(0:00) Brad Gerstner joins the show!</p> <p>(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications</p> <p>(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI</p> <p>(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle</p> <p>(36:47) Holiday party announcement! allin.com/events for tickets</p> <p>(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?</p> <p>(1:05:58) Zohran wins NYC, socialism's rise in America...
Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix
<p>(0:00) Introducing Ari Emanuel</p> <p>(1:03) Ari's background in the content business and Hollywood</p> <p>(4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products</p> <p>(9:21) AI's impact: anticipating the 3-day workweek</p> <p>(12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership</p> <p>(18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision</p> <p>(22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global</p> <p>(24:21) Ari's relationship with his brothers and Elon Musk</p> <p>Thanks to...
Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower
<p>(0:00) Introducing Tareq Amin</p> <p>(0:39) Saudi Arabia's evolution, Humain's business</p> <p>(8:11) How Humain works with foundational model providers</p> <p>(13:14) Saudi's energy and talent advantages, the AI race in the Middle East</p> <p>(18:11) Working in the era of MBS, Vision 2030</p> <p>(21:40) How Saudi manages their relationships with the US and China</p> <p>(23:51) Sacks on the US-Saudi AI alliance</p> <p>Thanks to our partners for making this happen!</p> <p>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...
Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom
<p>(0:00) Introducing Paul "Triple H" Levesque</p> <p>(0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock</p> <p>(5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey</p> <p>(8:43) WWE vs UFC: Why they are opposites, star building</p> <p>(11:21) Physicality of the WWE and how they support wrestlers</p> <p>(14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE</p> <p>(21:28) Helping America's youth via physical fitness</p> <p>(23:35) How the internet...
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia
<p>(0:00) Disgraziad Corner: The most disgraceful things of the week!</p> <p>(3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately</p> <p>(11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias</p> <p>(24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet</p> <p>(42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass?</p> <p>(47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony</p> <p>(56:24) AI power efficiency, Robotaxis, future of...
