All-In with Chamath, Jason, Sacks & Friedberg - podcast cover

All-In with Chamath, Jason, Sacks & Friedberg

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

Episodes

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

(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? (52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues (1:17:14) US Steel/Nippon Steel deal: national champions and golden votes 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 Foll...

May 31, 20251 hr 30 min

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

(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 (16:48) Post-F1 career, best angel investments, becoming a VC (22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com Follow Nico: https://x.com/nicorosberg Follow the besties: https://x.com...

May 29, 202525 min

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

Senator Ron Johnson joins the podcast to detail his opposition to the House reconciliation bill, arguing it fails to address the escalating national debt which is projected to exceed $60 trillion. He explains why Congress avoids fiscal reality, breaks down the issues with mandatory vs. discretionary spending, critiques the idea of growing our way out of debt, and outlines his strategy to force a line-by-line review and commitment to returning to pre-pandemic spending levels, warning of dire consequences if the debt spiral isn't stopped.

May 25, 20251 hr 2 min

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

The besties discuss the weak bond market demand and the House passing a tax bill that increases debt, debating its benefits versus its fiscal impact. They cover Google's integration of AI into search and its new subscription model, plus OpenAI acquiring Jony Ive's design firm, speculating on potential hardware. David Sacks shares insights from his AI diplomacy trip to the Middle East and a new US-Middle East AI partnership framework. The episode concludes with Science Corner on a CRISPR breakthrough and a debate on US energy production challenges versus China's scale.

May 24, 20251 hr 34 min

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

(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 model for civil service (15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system (22:12) Fixing immigration in the US Thanks to our partners for helping make this happen! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com Fo...

May 21, 202529 min

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

Google Co-Founder Sergey Brin discusses his recent return to working on AI at Google, spurred by the rapid advancements in the field. He shares insights into AI's superpower of processing information at scale, its potential impact on education and future jobs, and his views on robotics, developer productivity, and bureaucracy within large tech companies. The conversation also covers the future of foundational models, open vs. closed source AI, and evolving human-computer interaction.

May 20, 202533 min

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

Guest Ben Shapiro joins the Besties to analyze a consequential week of Trump policy moves. They discuss Trump's Middle East trip, highlighting major deals, the strategic shift away from interventionism, and concerns regarding ties with countries like Qatar. The episode also covers the US-China trade deal, the ongoing debate around the Republican tax bill and the national debt crisis, the executive order on pharmaceutical prices, and the controversial state bans on cellular meat.

May 17, 20251 hr 37 min

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

(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 model differentiation (25:08) Future of human-computer interaction, hardware, competitive landscape in AI (35:29) Energy constraints in AI (41:20) Google's progress in quantum computing and robotics (47:56) Culture, coddling, and talent recruitment in the age of AI (56:50) Does he consider Alphabet a ho...

May 16, 20251 hr 2 min

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

The All-In podcast discusses the Fed's interest rate decisions amidst tariff uncertainties, Google's stock drop due to AI search competition, and the potential death of traditional VC, featuring Philippe Laffont who shares insights on Coatue's new fund structure and the qualities of a successful investor. The episode also explores the disconnect between consumer sentiment and spending, the role of government agencies, and the evolving landscape of tech investments in the era of AI and regulatory scrutiny. The besties also recap their fun times in Miami at F1.

May 09, 20251 hr 36 min

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

(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) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance (34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt (42:25) Mining, overseeing the EPA, aligning agencies with outcomes Follow Secretary Burgum: https://x.com/SecretaryBurgum ...

May 06, 202552 min

Brooke Rollins, Secretary of Agriculture | All-In DC

(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 reformed in the USDA (21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration (30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background (34:33) State of US f...

May 04, 202550 min

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

The All-In podcast discusses Trump's first 100 days, analyzing policies, tariffs, and trade impacts with guests Aaron Levie and Ryan Petersen. They delve into the cultural shift away from wokeism, the reprivatization of the economy, and potential economic uncertainties. The episode also explores the advancements and challenges surrounding AI agents, their applications, and their impact on various industries, highlighting the need for reliable and validated AI solutions.

May 02, 20251 hr 35 min

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

(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 politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough Follow Andrew: https://x.com/andrewrsorkin Foll...

Apr 26, 20251 hr 30 min

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

(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 White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: https://x.com/TimJDillon Check out Tim's n...

Apr 19, 20251 hr 39 min

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

This episode features a debate on Trump's tariff policies with David Sacks, Larry Summers, and Ezra Klein, covering the economic impacts, strategic implications, and potential future outcomes. The discussion includes analysis of market reactions, historical context of trade agreements, and the future of the Democratic Party. The besties also recap the Breakthrough Prize Ceremony.

Apr 11, 20252 hr 2 min

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

This episode features Ben Shapiro and Antonio Gracias discussing key issues facing the US, including immigration, tariffs, and economic policy. Gracias presents data on social security numbers issued to non-citizens and potential fraud. The conversation explores the complexities of trade, the potential for economic reordering, and the role of entrepreneurship in American competitiveness.

Apr 05, 20251 hr 54 min

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

(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 (22:18) Business models for creatives (35:04) Advice to up and coming creators (42:10) Chris Williamson joins the Besties! (50:17) Making it seem effortless (57:47) Monetizing content (1:05:02) Scaling a one-man show (1:19:15) Bryan Johnson joins the Besties! (1:20:13) Spotify’s move to video (1:21:...

Apr 03, 20251 hr 50 min

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

(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, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https:/...

Mar 29, 20251 hr 28 min

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

(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 $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation (1:12:57) Space rescue, SpaceX vs China, lunar landing Thanks to our partners for making this happen: Hims: https://www.hims.com ...

Mar 22, 20251 hr 31 min

Howard Lutnick | All-In in DC!

(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 Trump's transition team, DOGE origin story, what it's like working for Trump (38:01) Balancing the budget and fixing GDP (52:21) Tariff history and strategy, global trade (1:10:34) Trump Cards, building better government software, AI thoughts (1:22:49) Sovereign Wealth Fund strategy (1:37:16) How his ...

Mar 20, 20251 hr 45 min

Scott Bessent | All-In in DC!

(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 legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today (21:30) Scott explains the Trump Administration's economic strategy (32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt (42:06) DOGE, DC gr...

Mar 19, 20251 hr 13 min

Fixing the American Dream with Andrew Schulz

In this episode of the All-In podcast, the Besties welcome comedian Andrew Schulz to discuss topics ranging from fertility and IVF to Gavin Newsom's new podcast and the potential of tariffs. The conversation explores the broken American Dream, focusing on housing market challenges and social security reform. The episode also touches on culture, conspiracy theories, and the role of comedy in addressing societal issues.

Mar 15, 20251 hr 39 min

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

In this episode, the Besties welcome Joe Lonsdale to discuss Trump's economic policies, including tariffs, the strategic Bitcoin reserve, and the potential CoreWeave IPO. They also delve into the state of Ukraine/Russia, the future of defense pacts, and advancements in language models like GPT-4.5 and Grok 3.

Mar 08, 20252 hr 7 min

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

The All-In podcast discusses a range of topics, including the Epstein files release, Friedberg's Jeopardy win, autonomous robots, Stripe's financial reports, and market trends. The hosts debate Trump's economic policies, the potential for market corrections, and the future of asset ownership. They also touch on the USPS, Bezos's changes to the Washington Post and the concept of accredited investing.

Mar 01, 20251 hr 15 min

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

(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 (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and...

Feb 21, 20251 hr 46 min

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

(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, Techno-Optimists vs Doomers (1:11:06) Tariffs and the US economic experiment (1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders (1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks (1:45:09) Tulsi Gabbard, RFK Jr. confirmed Follow Naval: https://x.com/nav...

Feb 15, 20251 hr 50 min

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

(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 Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: https://x.com/AntonioGracias Follow the besties: https://x.com/chamath https...

Feb 07, 20251 hr 37 min

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

(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, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how...

Jan 31, 20251 hr 49 min

Ray Dalio | The All-In Interview

(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 currencies and assets, best hedges against the dollar (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US ...

Jan 28, 20251 hr 16 min

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

(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 (33:39) TikTok's grace period extended, valuing the business, US new equity strategy? (57:01) Jan 6th pardons, birthright citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netfl...

Jan 25, 20252 hr 6 min
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