All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC
en
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

Episodes (87)

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

August 29, 2025 1h 31m
(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like?...
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

August 22, 2025 1h 11m
(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing...
Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

August 20, 2025 1h 0m
(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech...
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

August 15, 2025 1h 32m
(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student...
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

August 09, 2025 1h 50m
(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy...
Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

August 01, 2025 1h 23m
(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use,...
Winning the AI Race Part 5: President Trump on the AI Action Plan

Winning the AI Race Part 5: President Trump on the AI Action Plan

July 24, 2025 57m
(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties:...
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

July 23, 2025 49m
(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary Thanks to our partners for making...
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

July 23, 2025 1h 4m
(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa:...
Winning the AI Race Part 2: Vice President JD Vance

Winning the AI Race Part 2: Vice President JD Vance

July 23, 2025 26m
(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is...
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian

Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian

July 23, 2025 1h 34m
(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko...
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

July 19, 2025 1h 19m
(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and...
Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

July 11, 2025 1h 30m
(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI...
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

July 04, 2025 1h 25m
(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12)...
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

June 28, 2025 1h 47m
(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the...
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

June 21, 2025 1h 52m
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring...
Tony Robbins | All-In Live from Miami

Tony Robbins | All-In Live from Miami

June 19, 2025 45m
(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies...
ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

June 13, 2025 1h 42m
**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids,...
Jared Isaacman: What went wrong at NASA | The All-In Interview

Jared Isaacman: What went wrong at NASA | The All-In Interview

June 04, 2025 1h 0m
(0:00) David Friedberg welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial...
Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami

Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami

June 03, 2025 24m
(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city...
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

May 31, 2025 1h 29m
(0:00) Bestie intros! (1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation (25:17) Doom vs Boom in AI: Job Destruction or Abundance?...
Nico Rosberg on the Booming Business of F1 | All-In Live from Miami

Nico Rosberg on the Booming Business of F1 | All-In Live from Miami

May 29, 2025 24m
(0:00) The Besties welcome Nico Rosberg! (0:27) Nico's history with F1, what makes a great driver (6:24) The business of F1 (10:05) Teammate rivalries, why "Drive to Survive" works, future growth...
Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview

Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview

May 25, 2025 1h 1m
(0:00) Friedberg and Chamath welcome Senator Ron Johnson (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt (14:33) Problems with growing our way...
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

May 24, 2025 1h 33m
(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying...
Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami

Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami

May 21, 2025 28m
(0:00) The Besties welcome Antonio Gracias! (0:30) DOGE updates: Government complexity worse than imagined, how to fix it (9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better...
Sergey Brin, Google Co-Founder | All-In Live from Miami

Sergey Brin, Google Co-Founder | All-In Live from Miami

May 20, 2025 33m
(0:00) The Besties welcome Sergey Brin! (0:40) Sergey on his return to Google, and how an OpenAI employee played a role! (5:58) AI's true superpower and the next jump (12:23) AI robotics: humanoids...
Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

May 17, 2025 1h 37m
(0:00) The Besties welcome Ben Shapiro! (1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament (7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for...
Sundar Pichai, CEO of Alphabet | The All-In Interview

Sundar Pichai, CEO of Alphabet | The All-In Interview

May 16, 2025 1h 2m
(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user (15:32) Infrastructure advantage, foundational...
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

May 09, 2025 1h 36m
(0:00) The Besties intro Philippe Laffont! (2:12) Miami F1 Recap! (12:10) Fed holds rates steady on tariff uncertainty (32:47) Google drops after Apple sees fall in search queries on Safari (56:48)...
Doug Burgum, Secretary of the Interior | All-In DC

Doug Burgum, Secretary of the Interior | All-In DC

May 06, 2025 51m
(0:00) David Friedberg introduces Secretary Doug Burgum (2:11) Burgum's background and how it led to his role in the administration (10:56) The state of American energy and how we got here (22:32)...
Brooke Rollins, Secretary of Agriculture | All-In DC

Brooke Rollins, Secretary of Agriculture | All-In DC

May 04, 2025 50m
(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins! (1:32) How she ended up in Trump's two administrations, history of the USDA (16:56) Trump's first 100 days, what needs to be...
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

May 02, 2025 1h 35m
(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing...
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

April 26, 2025 1h 29m
(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power...
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

April 19, 2025 1h 38m
(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the...
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

April 11, 2025 2h 1m
(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO ...
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

April 05, 2025 1h 54m
(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security,...
All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson

All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson

April 03, 2025 1h 50m
(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin & Samir join the Besties! (12:01) Evolution of short-form and long-form content...
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

March 29, 2025 1h 28m
(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia,...
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

March 22, 2025 1h 30m
(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for...
Howard Lutnick | All-In in DC!

Howard Lutnick | All-In in DC!

March 20, 2025 1h 44m
(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running...
Scott Bessent | All-In in DC!

Scott Bessent | All-In in DC!

March 19, 2025 1h 13m
(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The...
Fixing the American Dream with Andrew Schulz

Fixing the American Dream with Andrew Schulz

March 15, 2025 1h 39m
(0:00) The Besties intro Andrew Schulz! (3:29) Friedberg hits a quick Science Corner on the future of fertility (9:35) Reacting to Gavin Newsom's new podcast: genius or pandering? (19:36) Tariff...
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

March 08, 2025 2h 6m
(0:00) The Besties welcome Joe Lonsdale! (3:51) Jason recaps an eventful week in Washington (8:29) Trump's tariffs: endgame, impact, chaos, master plan (26:25) DOGE, IRA grifting, do campaign...
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

March 01, 2025 1h 15m
(0:00) Bestie intros (1:41) Epstein files first release underwhelms (4:40) Friedberg recaps his experience on Celebrity Jeopardy! (14:22) State of autonomous robots (21:06) Comparing annual reports...
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

February 21, 2025 1h 45m
(0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators...
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

February 15, 2025 1h 50m
(0:00) The Besties intro Naval Ravikant! (9:07) Naval reflects on his thoughtful tweets and reputation (14:17) Unique views on parenting (23:20) Sacks joins to talk AI: JD Vance's speech in Paris,...
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

February 07, 2025 1h 36m
(0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic...
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

January 31, 2025 1h 49m
(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation,...
Ray Dalio | The All-In Interview

Ray Dalio | The All-In Interview

January 28, 2025 1h 16m
(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other...
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

January 25, 2025 2h 5m
(0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown...
Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

January 20, 2025 1h 44m
(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip (33:53) California Rep. Eric Swalwell on where Democrats...
Senator Ted Cruz | The All-In Inauguration Series

Senator Ted Cruz | The All-In Inauguration Series

January 19, 2025 48m
(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag (2:21) Texas vs. California: how to approach building and entrepreneurship (10:25) Thoughts on immigration, serving in the...
Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

January 18, 2025 1h 42m
(0:00) The Besties welcome Mark Pincus! (3:53) Mark's background (6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences (23:21) LA Wildfires update: Newsom's...
LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

January 11, 2025 1h 47m
(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the...
2025 Predictions with bestie Gavin Baker

2025 Predictions with bestie Gavin Baker

January 04, 2025 1h 55m
(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest...
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

December 20, 2024 1h 36m
(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first...
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

December 13, 2024 1h 28m
(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin...
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

December 07, 2024 1h 24m
(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as...
DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

November 23, 2024 1h 10m
(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk:...
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

November 16, 2024 1h 23m
(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is...
Trump wins! How it happened and what's next

Trump wins! How it happened and what's next

November 08, 2024 1h 43m
(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition,...
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

November 01, 2024 1h 30m
(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of...
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

October 25, 2024 1h 36m
(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making...
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

October 18, 2024 1h 18m
(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring...
JD Vance | All-In Summit 2024

JD Vance | All-In Summit 2024

October 15, 2024 46m
(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation problem (5:04) Thoughts on Trump (8:53) Would JD Vance have certified the election in 2020? (12:02)...
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

October 11, 2024 1h 24m
(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The...
Elon Musk | All-In Summit 2024

Elon Musk | All-In Summit 2024

October 08, 2024 1h 4m
(0:00) Announcement from Friedberg (0:24) Besties intro Elon Musk! (1:23) The Battle of Free Speech (10:24) Potential government efficiency agency (27:45) SpaceX updates, overreaching regulations...
In conversation with Mark Cuban

In conversation with Mark Cuban

October 03, 2024 2h 6m
(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 (5:43) The history of Cuban's love/hate relationship with Trump (19:08) Trump's performance as President:...
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

October 01, 2024 54m
(0:00) Announcement from Friedberg! (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs (1:32) What is the Deep State Party, and what are their goals? (13:56) Should America leverage its power...
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

September 27, 2024 1h 35m
(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS incumbents? (40:41) Implications from OpenAI's for-profit conversion (49:57)...
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

September 20, 2024 1h 24m
(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both? (17:35) AI is coming for call centers; how agent training works (33:41) US government...
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

September 06, 2024 1h 35m
(0:00) Bestie intros! Jason goes "Founder Mode" (1:03) All-In Summit lineup announcement (9:01) Understanding "Founder Mode" (32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"...
In conversation with Reid Hoffman & Robert F. Kennedy Jr.

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

August 30, 2024 2h 11m
(0:00) Bestie intros: Buttons are back for fall (1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks (7:52) State of AI: Nvidia, cluster buildouts, competition (19:51) OpenAI's...
Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

August 23, 2024 1h 31m
(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publishes data from first incoming class post race-based admissions ban (36:16) Decision 2024: State of...
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

August 16, 2024 1h 46m
(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google after last week's antitrust ruling (28:10) Starbucks replaces CEO with Chipotle chief (45:37) Work...
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

August 09, 2024 1h 44m
(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a "lowkey recession"? (45:46) Why...
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

August 02, 2024 1h 19m
(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are...
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

July 26, 2024 1h 39m
(0:00) Bestie intros: Nostracanis appears! (3:50) Wiz turns down Google's $23B offer, intends to IPO (13:30) CrowdStrike's rough week (17:51) Market update: Mag 7 sell-off? (22:47) Sam Altman's UBI...
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

July 19, 2024 1h 15m
(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional...
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

July 12, 2024 1h 25m
(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI sentiment turns bearish due to massive spend with little...
Jonathan Haidt | The All-In Interview

Jonathan Haidt | The All-In Interview

July 10, 2024 1h 13m
(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media (12:39) Understanding how humans are...
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

July 04, 2024 1h 23m
(0:00) Bestie Intros! (5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee? (26:22) Cognitive decline coverup, Bestie strategy for Dems (34:38)...
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

June 29, 2024 1h 21m
(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from...
In conversation with President Trump

In conversation with President Trump

June 20, 2024 1h 20m
(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear...
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

June 14, 2024 1h 24m
(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC...
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

June 07, 2024 1h 25m
(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty...
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

May 31, 2024 1h 47m
(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next?...

About this Podcast

Language
en