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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AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
<p>(0:00) Bestie intros</p> <p>(1:59) What's new with the All-In Summit</p> <p>(9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction?</p> <p>(30:49) Meta's AI hiring freeze: are the AI talent wars slowing down?</p> <p>(39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee</p> <p>(54:03) Russia/Ukraine: Trump's two summits, what endgame to expect?</p> <p>Join us at the All-In Summit:</p> <p>https://allin.com/summit</p> <p>Summit scholarship application:</p> <p>http://bit.ly/4kyZqFJ</p> <p>Get The Besties All-In Tequila:</p> <p>https://tequila.allin...
Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
<p>(0:00) Sacks and Jason welcome Senator Eric Schmitt</p> <p>(2:34) Biden v. Missouri, uncovering government censorship as Missouri AG</p> <p>(6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI</p> <p>(18:44) Behind the Hunter Biden laptop story and COVID censorship</p> <p>(30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68</p> <p>(36:38) Russiagate and the Obama intel report on the 2016 Election</p> <p>(47:15) Russia-Ukraine War, possible peace deal, and US foreign policy</p> <p>Buy The Last Line of Defense: How to Beat the Left in Court:</p> <p> https...
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
<p>(0:00) Bestie intros!</p> <p>(4:45) AI Psychosis: what it looks like and why it's happening</p> <p>(20:13) Why the social fabric in America is breaking down</p> <p>(35:55) Fixing the incentives that created the student debt crisis</p> <p>(48:52) Trump takes federal control of DC police</p> <p>(1:05:39) Venture Capital: is it broken and what it will look like in the future?</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...
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
<p>(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show</p> <p>(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence</p> <p>(18:14) AI's TAM, ROIC, and energy implications</p> <p>(27:27) China's major advantage and how the US can counter it</p> <p>(43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it</p> <p>(52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?</p> <p>(1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach</p> <p>(1:27:51) Nvidia chips...
Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
<p>(0:00) Bestie intros!</p> <p>(1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways</p> <p>(16:39) AI Executive Orders, unbiased AI, spiciest moments</p> <p>(34:32) Copyright, fair use, and patents in the Age of AI</p> <p>(56:37) Sam Altman highlights AI chatbot privacy issues</p> <p>(1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal</p> <p>Join us at the All-In Summit:</p> <p>https://allin.com/summit</p> <p>Summit scholarship application:</p> <p>http://bit.ly/4kyZqFJ</p> <p>Get The Besties All-In Tequila:</p> <p>https://tequila.allin.com</p> <...
Winning the AI Race Part 5: President Trump on the AI Action Plan
<p>(0:00) President Trump on the AI Agenda</p> <p>(54:14) Executive Order signing</p> <p>Thanks to our partners for making this happen:</p> <p>NYSE : https://www.nyse.com</p> <p>Visa: https://usa.visa.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.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<...
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
<p>(0:00) Scott Bessent, Treasury Secretary</p> <p>(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary</p> <p>(35:11) Howard Lutnick, Commerce Secretary</p> <p>Thanks to our partners for making this happen:</p> <p>NYSE : https://www.nyse.com</p> <p>Visa: https://usa.visa.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.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<...
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
<p>(0:00) James Litinsky, MP Materials</p> <p>(13:32) Lisa Su, AMD</p> <p>(29:45) Chase Lochmiller, Crusoe</p> <p>(43:26) Jensen Huang, Nvidia</p> <p >Thanks to our partners for making this happen:</p> <p >NYSE : https://www.nyse.com</p> <p >Visa: https://usa.visa.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.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...
Winning the AI Race Part 2: Vice President JD Vance
<p>(0:00) The Besties welcome JD Vance</p> <p>(1:24) Immigration</p> <p>(6:34) AI policy</p> <p>(9:27) Relationship with China: Technology competition, striking a balance, trade</p> <p>(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world</p> <p>(16:41) AI’s impact on jobs</p> <p>(22:02) Should America facilitate “National Champions” in strategic industries?</p> <p>(24:09) Working at the White House with Sacks</p> <p>Thanks to our partners for making this happen:</p> <p>NYSE : https://www.nyse.com</p> <p>Visa: https://usa.visa.com</p> <p>Follow the besties:</p> <p>https://x.com/chamath</p> <p>https...
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian
<p>(0:00) The besties introduce the day with Jacob Helberg</p> <p>(9:08) Michael Kratsios, Director of the Office of Science and Technology Policy</p> <p>(18:24) Chris Power, Hadrian</p> <p>(35:15) Jake Loosararian, Gecko Robotics</p> <p>(44:37) Shyam Sankar, Palantir</p> <p>(1:00:33) Paul Buchheit, Y Combinator</p> <p>(1:13:35) Kelly Loeffler, Administrator of the Small Business Administration</p> <p >Thanks to our partners for making this happen:</p> <p >NYSE : https://www.nyse.com</p> <p >Visa: https://usa.visa.com</p> <p >Follow the besties:</p> <p>https://x.com/chamath</p> <p>https://x.com/Jason</p> <p>https://x.com/D...
