Podcast

All-In with Chamath, Jason, Sacks & Friedberg

Business, Entrepreneurship, Technology

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

Technology chart
#4
Episodes
442
Releases
Twice a week
Typical length
41 min
On air since
2020
Latest episode
4 days ago

Episodes

442 episodes, newest first

  1. Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

    Show notes

    (0:00) Bestie Intros

    (3:22) Anthropic S-1 Breakdown: Greatest Business Ever?

    (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown

    (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong?

    (1:14:17) Final Midterms Predictions and Scenarios

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

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    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.semafor.com/article/10/28/2026/all-in-podcast-cools-on-super-intelligence

    https://x.com/AndrewBenson/status/2115458726396310008

    https://www.nbcnews.com/business/markets/anthropic-releases-ipo-filing-ahead-highly-anticipated-stock-debut-rcna605676

    https://www.reuters.com/business/anthropic-recorded-net-loss-over-80-billion-first-half-this-year-wsj-reports-2026-10-20

    https://x.com/rdominguezibar/status/2114785991462428811

    https://x.com/jaminball/status/2115121906630238287

    https://www.vox.com/future-perfect/507875/anthropic-ipo-stop-ai-race-safety

    https://www.anthropic.com/institute/measuring-pace-of-ai-development

    https://www.nbcnews.com/business/markets/alphabet-google-stock-ai-advertising-rcna606322

    https://x.com/EconomyApp/status/2115539079999971384

    https://fortune.com/2026/10/28/alphabet-google-stock-drops-cloud-revenue-doubles-free-cash-flow-negative

    https://x.com/Couch_Investor/status/2115541399898571180

    https://x.com/Geiger_Capital/status/2112702741995037179

    https://x.com/PatrickRuffini/status/2089729804941594660

    https://x.com/maxanderson/status/2080229375773941871

    https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

    1 hr 26 min

  2. WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight

    Show notes

    (0:00) Welcome Will Ahmed, CEO of WHOOP

    (0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot

    (6:59) Inside 50 Billion Hours of 24/7 Health Data

    (19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking

    (34:57) WHOOP vs. the FDA & Competitor Wearables

    (44:33) Lightning Round & LeBron James becomes a WHOOP Ambassador

    Thanks to our partners for making this possible!

    As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at https://CreativePlanning.com/AllIn

    Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE

    Follow Will:

    https://x.com/willahmed

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    #allin #tech #news

    56 min

  3. AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

    Show notes

    (0:00) Bestie intros!

    (0:11) Ken Griffin's AI bubble warning

    (8:19) Palo Alto Networks CEO Nikesh Arora joins

    (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead

    (44:17) France on the brink: Riots, immigration referendum, debt crisis

    (1:31:49) Trump's second half strategy, Press Secretary J-Cal?

    Follow Nikesh:

    https://x.com/nikesharora

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    https://x.com/chamath

    https://x.com/Jason

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    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://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now

    https://x.com/chamath/status/2112757725369348417

    https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718

    https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security

    https://x.com/eastdakota/status/2113079352682570051

    https://x.com/nsacyber/status/2112903220209098897

    https://abliteration.ai

    https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html

    https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21

    https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd

    https://x.com/visegrad24/status/2111542897598455888

    https://polymarket.com/event/france-declares-state-of-emergency-byptptpt

    https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt

    https://x.com/GOP_is_Gutless/status/2112157762981347373

    1 hr 43 min

  4. Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

    Show notes

    (0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption

    (9:07) Open Weight vs. Frontier AI Models

    (18:07) AI and Cyber Warfare

    (21:14) AI Regulation and the Global AI Arms Race

    (30:32) Vertical Integration and Software Consolidation

    Follow Nikesh:

    https://x.com/nikesharora

    Follow Arvind:

    https://x.com/ArvindKrishna

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

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

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    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

    #allin #tech #news

    40 min

  5. Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

    Show notes

    (0:00) Dylan Field joins the show: Figma's origin story and mission

    (3:16) Adobe's $20B deal blocked: inside the antitrust fight

    (12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse"

    (18:52) Creativity in the AI era: why taste and boldness win

    (36:02) Human agency, AI's promise, and what comes next

    Thanks to our partners for making this possible!

    As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at: https://CreativePlanning.com/AllIn

    With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org

    Follow Dylan:

    https://x.com/zoink

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    https://x.com/chamath

    https://x.com/Jason

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    Follow on X:

    https://x.com/theallinpod

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    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

    #allin #tech #news

    41 min

  6. CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

    Show notes

    (0:00) Ben Horowitz fills in for Friedberg!

    (2:18) CoreWeave's debt selloff: did the AI bubble just pop?

    (31:14) AI's deflationary impact: decompiled software

    (45:44) Anthropic's investor day gets mixed reactions

    (1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices

    (1:22:19) Understanding Bill Gates the Doomer

    Follow Ben:

    https://x.com/bhorowitz

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    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://x.com/chamath/status/2110128893680378299

    https://www.google.com/finance/quote/CRWV:NASDAQ

    https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html

    https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips

    https://polymarket.com/event/coreweave-announces-bankruptcy-by

    https://x.com/FearedBuck/status/2109443893955567694

    https://polymarket.com/event/ipos-before-2027

    https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo

    https://www.anthropic.com/research/self-replicating-ai

    https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

    https://x.com/DavidSacks/status/2109849209742450696

    https://www.anthropic.com/research/distillation-defenses

    https://x.com/brian_armstrong/status/2109412046244913643

    1 hr 34 min

  7. Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

    Show notes

    (0:00) Billy Evans joins Friedberg

    (3:38) How they met, Elizabeth the person vs the headlines, indictment

    (11:02) Life on trial, having a child, where she went wrong in fundraising

    (19:28) Understanding the verdict, sentencing, and the mistake of staying silent

    (26:09) Elizabeth calls from prison, her life in jail

    (31:34) Why they did the documentary with Nathan Fielder

    (35:47) The road home, restitution math, why his new company is not Theranos 2.0

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    42 min

  8. Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

    Show notes

    (0:00) Martin Shkreli joins the Besties!

    (0:55) Why quantum computing is a one-trick business and why he's betting against it

    (7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma

    (11:37) AI, drug discovery, and who actually wins

    (21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taught him

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

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    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    #allin #tech #news

    25 min

  9. Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

    Show notes

    (0:00) Bestie intros!

    (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare

    (38:28) OpenAI's math breakthroughs and community backlash

    (1:02:03) Riots in France, Friedberg's socialism metric, bond market

    (1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless?

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    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://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html

    https://www.anthropic.com/constitution

    https://x.com/andrewcurran_/status/2108244808494154089

    https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800

    https://www.lesswrong.com/users/eliezer_yudkowsky

    https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640

    https://en.wikipedia.org/wiki/Roko%27s_basilisk

    https://www.nytimes.com/2026/10/06/science/openai-math-problems.html

    https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/

    https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents

    https://scottaaronson.blog/?p=10169

    https://x.com/imjustnewatai/status/2107601711032373333

    https://x.com/skdh/status/2107848423726555204

    https://x.com/friedberg/status/2107856770609844491

    https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273

    https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html

    https://www.nytimes.com/2026/10/08/business/france-bond-yields.html

    https://x.com/LucAuffret/status/2108217923101683737

    https://polymarket.com/event/next-french-presidential-election

    https://polymarket.com/event/another-fed-rate-hike-in-2026

    https://x.com/nikitabier/status/2108262529571144176

    1 hr 33 min

  10. Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

    Show notes

    (0:00) Bestie intros!

    (2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed

    (17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging

    (45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more

    (1:00:24) Midterm predictions, 2028 look ahead

    (1:09:28) Media coverage of attempted terrorist hijacking

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    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://x.com/WhiteHouse/status/2105292669303791687

    https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

    https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30

    https://www.atlantafed.org/research-and-data/data/gdpnow

    https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm

    https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e

    https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH4925362

    https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30

    https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel

    https://polymarket.com/predictions/midterms

    https://x.com/OliaOnX/status/2105333178814832963

    https://x.com/NYTimesPR/status/2105328158379856153

    1 hr 22 min

  11. Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs

    Show notes

    (0:00) Jake Paul joins the Chamath!

    (6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC

    (11:54) Attention as capital, investing without the celebrity label & why politics is next

    (20:46) Drew Taggart & Alex Pall join the Besties!

    (30:35) From artists to investors: picking deals, playing the sixth man & what fame buys

    (37:33) Advice for famous investors, whether fame helps or hurts & the non-obvious bets

    (46:10) Riding winners, getting cash back to investors & spotting bubble behavior

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    #allin #tech #news

    53 min

  12. Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential

    Show notes

    (0:00) Daniel Ek joins the Besties!

    (1:14) Starting Spotify: Beating piracy and betting his own money on the record labels

    (6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're sick

    (36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute

    (44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story

    Thanks to our partners for making this possible!

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    51 min

  13. Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

    Show notes

    (0:00) Bestie Intros: Favorite All-In Summit moments

    (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"

    (20:03) Open Source performance and cost: What this means for frontier companies

    (29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure

    (53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama

    (1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure

    (1:27:13) Anthropic's bio research and "wet lab" in SF

    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.deepseek.com/en/news/deepseek-v4-1-flash

    https://x.com/XiaomiMiMo/status/2102138559952290106

    https://x.com/0x0SojalSec/status/2101738277049131358

    https://prismml.com

    https://x.com/SenSanders/status/2102827319123693689

    https://x.com/yipitdata/status/2102781268974793023

    https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/

    https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc

    https://polymarket.com/event/ipos-before-2027

    https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo

    https://x.com/rauchg/status/2101186741042663579

    https://www.anthropic.com/constitution

    https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

    https://x.com/mustafasuleyman/status/2100223594534150428

    https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-going-rogue-against-the-humans-enslaving-it

    https://www.anthropic.com/news/claude-discovers-novel-enzyme-system

    1 hr 34 min

  14. Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete

    Show notes

    (0:00) Luca Ferrari joins the Besties!

    (1:56) Crashing an AI startup, the $40,000 restart & buying product market fit

    (4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard

    (9:55) Debt as an accelerant, what happens if rates rise & who else is bidding

    (14:58) Inside the deal desk: what gets acquired, why they don't build & the founder question

    (20:22) Building a tech giant out of Milan, Europe's talent pool & the outsider advantage

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    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

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    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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    26 min

  15. Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

    Show notes

    (0:00) Steve Hilton joins the Besties!

    (3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws

    (12:09) The path to victory: the persuadable voter, the cost-of-living pitch & the case against Becerra

    (21:46) Spencer Pratt joins: the message that cut through & the LA race that flipped

    (26:58) The city up close: the parks, small business & who the rules actually reward

    (36:54) Ballot harvesting, voter ID & whether the system is rigged or just legal

    (47:13) The Palisades: the empty reservoirs, suing the state & what Spencer does next

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow the besties:

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    https://x.com/yung_spielburg

    #allin #tech #news

    56 min

  16. Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

    Show notes

    (0:00) Welcome Blake Scholl!

    (5:11) Solving the sonic boom & legalizing supersonic flight

    (7:59) The pivot to powering data centers

    (10:38) Jason joins: data center demand, private jets & what winning looks like

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

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    Follow on X:

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    Intro Music Credit:

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    https://x.com/yung_spielburg

    #allin #tech #news

    18 min

  17. Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

    Show notes

    (0:00) Welcome Naveen Rao

    (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close

    (10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine

    (19:46) Chamath joins: the path to product, porting existing models & building the team

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow the besties:

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    https://x.com/Jason

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    Intro Music Credit:

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    https://x.com/yung_spielburg

    #allin #tech #news

    23 min

  18. Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

    Show notes

    (0:00) Adam Foroughi joins the Besties!

    (3:07) Discovery vs search & is your phone listening?

    (10:04) IPO tumble & becoming your own best investor

    (16:00) Privacy rules, Apple's crackdown & how agents change people's shopping

    (20:00) How a lean team beats the giants, margin moats & building in China

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

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    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    #allin #tech #news

    24 min

  19. Bill Gurley: Searching for Feynman

    Show notes

    (0:00) Bill Gurley takes the stage at the All-In Summit

    (1:29) Bill's Presentation: Searching for Feynman

    Links to additional resources mentioned in talk and used in research: https://www.p3.institute/searching_for_feynman_resource_links.html

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow Bill:

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    Intro Music Credit:

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    https://x.com/yung_spielburg

    38 min

  20. Jared Isaacman: A New Era for NASA and American Space Exploration

    Show notes

    (0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA

    (17:59) Moon base, creating new space industries, NASA's next chapter

    (23:29) How to make Mars realistic

    (25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space

    (32:43) Allocating capital toward scientific discovery and deep space research

    (35:46) Space Race 2.0: China and Russia

    Thanks to our partners for making this possible!

    IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com

    Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

    EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

    Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

    Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

    Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

    PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

    Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

    Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

    Follow Jared Isaacman:

    https://x.com/rookisaacman

    https://x.com/NASAAdmin

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    Intro Music Credit:

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    https://x.com/yung_spielburg

    39 min

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