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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Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
<p>(0:00) The Besties welcome Brad Gerstner!</p> <p>(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms</p> <p>(19:18) Off ramp strategies, Gulf state involvement, the China angle</p> <p>(27:05) Anthropic and OpenAI scaling revenue faster than any company ever</p> <p>(46:11) AI's PR disaster, open source's future</p> <p>(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami</p> <p>Follow Brad:</p> <p>https://x.com/altcap</p> <p>Take the survey:</p> <p>https://allin.com/survey</p> <p>Apply for Liquidity:</p> <p>https://allinliquidity.com</p> <p>Apply for Summit:</p> <p>https...
Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
<p>(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig</p> <p>(0:53) Atkins on how US markets have changed over his 40 year career</p> <p>(3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules</p> <p>(8:16) AI trading bots, autonomous hedge funds, and investing with leverage</p> <p>(15:30) Ending the "Turf War" between the SEC and CFTC, super app vision</p> <p>(19:15) Prediction markets, insider trading, gray area</p> <p>(26:56) Trump advocates for changing quarterly earnings to bi-annual</p> <p>(30:30) Changing the accreditation rules a priority for 2026</p> <p>(34:56) HFT firms that dominate...
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
<p>(0:00) The Besties welcome legendary Harvard professor Graham Allison</p> <p>(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security</p> <p>(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects</p> <p>(21:07) Israel: Is Netanyahu destroying Israel's democracy?</p> <p>(24:28) China: Taiwan invasion, trade, and Trump's April meeting</p> <p>(39:50) Greenland: Importance, deal scenarios, EU socialism angle</p> <p>(48:58) Nuclear proliferation: 80-80-9 framework explained</p> <p>(56:20) Rising socialism in America: wealth inequality and political risk</p> <p>Thanks to our partner Airwallex!</p> <p>Airwallex is a leading global payments and financial platform for modern businesses,offering trusted...
Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
<p>(0:00) Jason intros Prince Reza Pahlavi</p> <p>(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return</p> <p>(8:53) Trump's surrender conditions, core principles, role in transition and potential leadership</p> <p>(17:14) Thoughts on the people and spirit of Iran</p> <p>(21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East</p> <p>(33:59) Future leader and government of Iran, plan for transition</p> <p>Follow Reza Pahlavi:</p> <p>https://x.com/PahlaviReza</p> <p>Follow Shervin:</p> <p>https://x.com/shervin</p> <p>Follow the besties:</p> <...
Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael
<p>(0:00) The Besties welcome Under Secretary of War Emil Michael</p> <p>(2:30) US war with Iran: Bigger picture and why now?</p> <p>(13:16) Trump's new approach to warfare, AI, drones, rules of engagement</p> <p>(28:39) Israel's role in the conflict, relationship with the US, Iron Beam</p> <p>(37:24) Oil prices, Trump's maritime insurance play</p> <p>(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk</p> <p>(1:02:03) How to value Anthropic after its supply chain risk designation</p> <p>(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military</p> <p>Follow Emil Michael:<...
Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
<p>(0:00) Friedberg Introduces Ray Dalio</p> <p>(1:29) 5 Forces That Will Decide America's Future</p> <p>(7:26) Why Government Reform Is Nearly Impossible</p> <p>(11:19) Gold vs. Bitcoin</p> <p>(28:16) What Economists Got Wrong About Tariffs</p> <p>(41:11) Is America Heading Towards Collapse?</p> <p>Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business account, payments, treasury, and spend management to embedded finance.</p> <p>Check it out: https://airwallex.com/allin</p> <p>Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis...
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
<p>(0:00) Bestie intros</p> <p>(1:22) Claude's hit list, SaaS crash, and Citrini's AI letter</p> <p>(30:39) Why Doomer narratives are more popular, valuable new AI jobs</p> <p>(40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition?</p> <p>(52:13) State of the Union reactions</p> <p>(1:03:58) Science Corner: Cure for blindness via Yamanaka Factors?</p> <p>(1:10:17) SCOTUS strikes down tariffs, Trump pivots</p> <p>Apply for Liquidity:</p> <p>https://allinliquidity.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...
Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
<p>(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey</p> <p>(1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network</p> <p>(11:24) Who was Jeffrey Epstein, and what is this story really about?</p> <p>(34:10) Michael Tracey explains "Epstein Mythology"</p> <p>(1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein</p> <p>(1:32:52) Michael Tracey responds to criticism</p> <p>Follow Saagar:</p> <p>https://x.com/esaagar</p> <p>Follow Michael:</p> <p>https://x.com/mtracey</p> <p>Follow Kevin:</p> <p>https://x.com/kevinnbass</p> <p>Follow the besties:</p> <...
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
<p>(0:00) Bestie intros</p> <p>(0:23) AI updates: On-prem comeback, token budgets surpass salaries</p> <p>(19:19) Prediction markets: Super Bowl insider trading, how to police?</p> <p>(28:44) All-In Liquidity: The ultimate investor conference</p> <p>(32:48) CBO report: Death spiral, growth opportunity, or golden age?</p> <p>(48:06) State of the economy and US jobs</p> <p>(1:03:22) Ferrari's fully electric car goes viral</p> <p>Apply for Liquidity:</p> <p>https://allinliquidity.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> <...
CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
<p>(0:00) From China to Canada</p> <p>(6:13) CZ's Early Career: Shockingly Normal</p> <p>(17:39) First Company in Shanghai</p> <p>(23:08) Discovering Bitcoin</p> <p>(30:11) Going All-In on Crypto</p> <p>(41:27) Founding Binance</p> <p>(1:03:57) The FTX Story: SBF Relationship and Collapse</p> <p>(1:09:46) Facing Biden's Anti-Crypto DOJ</p> <p>(1:25:25) Inside Federal Prison</p> <p>(1:40:10) Life After Binance and New Ventures</p> <p>Follow CZ:</p> <p>https://x.com/cz_binance</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<...
