Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Treasury Secretary Scott Bessent details the "333 Plan" for fiscal health and leverages AI's potential for non-inflationary growth, addressing the impact of tariffs and the Fed's stance. Interior Secretary Doug Burgum and Energy Secretary Chris Wright outline efforts to bolster US energy production, particularly natural gas and nuclear, to power the burgeoning AI industry, contrasting it with China's approach. Commerce Secretary Howard Lutnick reveals a groundbreaking trade deal with Japan, funding US infrastructure, and discusses aggressive strategies to open global markets and navigate US-China relations, including the future of TikTok and AI economic zones.
This episode delves into the critical components of winning the AI race, featuring insights from leaders in rare earth materials, semiconductor manufacturing, and AI infrastructure. Discussions cover the strategic importance of onshoring key industries, addressing supply chain vulnerabilities, and the immense energy and workforce demands of the burgeoning AI economy. The conversation also explores AI's transformative impact on jobs, manufacturing, and global competitiveness.
Vice President JD Vance joins the Besties to detail the Trump administration's aggressive immigration enforcement, its proactive stance on AI innovation, and the strategy for US-China technology competition. He explains the shift from over-regulation to embracing future technologies, discussing job displacement, and advocating for "National Champions" through public-private partnerships to ensure American economic dominance. Vance also touches on diplomatic relations in a multipolar world and the importance of American leadership.
The All-In podcast hosts a special event in D.C. focused on "Winning the AI Race," gathering government officials and tech innovators. Discussions highlight the Trump administration's AI action plan, strategies for reindustrializing America, and empowering the workforce through AI, emphasizing its job-creation potential. Guests from Hadrian, Gecko Robotics, Palantir, Y Combinator, and the SBA share insights on leveraging AI for national security, economic prosperity, and fostering entrepreneurship across various industries.
(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 superintelligence looks like in the economy (38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US (52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted (1:06:06) Sacks...
This episode features Travis Kalanick discussing Cloud Kitchens, automated food production, and autonomous vehicle rumors. The besties dive deep into xAI's Grok 4 launch, the concept of "The Bitter Lesson" in AI development, and the implications for competing models and investment strategy. They also explore the rise of AI-native browsers, debate the feasibility of Elon Musk's proposed third political party, and analyze the Supreme Court's ruling on federal workforce reductions.
The Besties discuss the passing of the 'Big Beautiful Bill' in the Senate, debating the removal of the AI regulation moratorium and its implications for states vs. federal authority. They analyze changes to clean energy subsidies, the strategic relationship between Elon Musk and Donald Trump regarding fiscal policy, and concerns about the US debt trajectory and dollar devaluation. The episode also covers Harvard's financial challenges under the Trump administration, the disruptive potential of AI on higher education, and recent tech industry activity including the Figma IPO and SaaS market trends in the age of AI.
(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 last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor (1:06:02) Science Corner: Stem cell-driven aging reversal out of China (1:18:09) Market at all-time highs after huge turnaround...
The Besties discuss the state of AI competition among the Mag 7, analyzing strategies from Meta's aggressive talent poaching to Apple's perceived fumbles. They explore the return of the IPO and M&A markets, linking it to pent-up demand and the disruption of the SaaS industry by AI. The episode concludes with David Sacks joining to detail the passage of the GENIUS Act stablecoin bill in the Senate and its implications for bringing crypto innovation onshore.
(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 (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: https://www.okx.com Check out Circle: https:...
The Besties host Tucker Carlson for a deep dive into pressing current events. They discuss the recent ICE raids and riots in Los Angeles, debating the appropriate response and historical context of immigration policy. The conversation shifts to the strong US economic data, including GDP growth and falling inflation, along with concerns about the national debt and the potential politicization of the Federal Reserve. They also analyze the controversial Big Beautiful Bill in the Senate, Republican opposition, and the geopolitical risks of a potential conflict with Iran.
Jared Isaacman, entrepreneur and astronaut, discusses his unexpected nomination and withdrawal as NASA Administrator. He shares his background, space missions, relationship with Elon Musk, and candid views on NASA's bureaucracy, budget challenges, the space race with China, and how to improve government efficiency and America's competitiveness in space.
(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 (10:32) Addressing overregulation at the local level (17:05) Ambitions for his post-Mayor career (21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Thanks to our partners for helping make this happen! Check out OKX: https://www.okx.com Check out Circle: https://w...
(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...
(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...
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.
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.
(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...
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.
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.
(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...
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.
(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 ...
(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...
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.
(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...
(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...
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.
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.
(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...
