Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope (23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the "war on science" (37:37) Zipline CEO Keller Rinaudo Cliffton on the future of drone delivery (53:29) Q&A with Keller Rinaudo Cliffton, Cleo, and Friedberg: Instant delivery explosi...
(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GLP-1 pricing and capital allocation after a breakout pharma product (12:56) Why Biotech VC has plummeted, "patent hacking" in China (15:32) Dave's health regimen: good sleep, movement, healthy diet, social relationships, reading (18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases (21:16) Thoughts on RFK J...
(0:00) Bestie intros! (2:23) H-1B overhaul: origins and exploitation (25:26) Autism linked to Tylenol usage during pregnancy (43:42) Jimmy Kimmel returns to ABC: comments and reactions (59:21) Two major AI papers (1:09:00) YouTube update (1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law 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: ht...
(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rockets, drones, defense, and more (17:32) Future role of America, and the decline of the West (21:51) AGI: boom or bust? Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana...
(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America (15:27) Assassination culture in America, online radicalization (30:37) Jimmy Kimmel suspended indefinitely by ABC (49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok (1:01:09) Besties discover their recent YouTube videos have been flagged as "Restricted" (1:06:23) All-In Summit recap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/fried...
(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market (10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act (15:57) Quantum computing, AI's impact on crypto (18:48) Bitcoin: resiliency, market cornering, risks, future (22:45) Ethereum, Visa/Mastercard Thanks to o...
(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber's business model over time (13:30) Other forms of transportation Uber could provide (16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food (21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network (22:31) How Uber thinks about driver job displacement ...
(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (13:56) Administrative bloat (16:12) Trump vs the Ivy League, viewpoint diversity (21:56) Impact of K-12 education declining (25:13) Will AI learning kill higher education? (29:14) Rising unemployment among recent graduates (31:35) Role of endowments Thanks to our partners for making this happen! Solana - Solana is the high performance network poweri...
(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability (25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party (30:16) Thoughts on bombing Iran, what impacts her views on foreign policy and war (35:15) The impact of d...
(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary (17:01) Criticisms around expanding access to sophisticated financial products (19:34) Current landscape of financial companies, Robinhood's future, competing with incumbents (23:28) Harmonic and building ma...
Google DeepMind CEO Demis Hassabis shares his vision for AI, from generating interactive virtual worlds with Genie 3 to advancing robotics that understand the physical environment. He also details Isomorphic Labs' work in accelerating drug discovery and addresses the challenges of achieving true AGI, emphasizing the need for creativity and consistency. Hassabis concludes by predicting AI's significant contributions to energy solutions and a new golden age of scientific discovery within the next decade.
This episode features Elon Musk, who details the advanced capabilities and production challenges of Optimus, Tesla's AI chips (AI5), and the future of FSD. He also outlines Starlink's direct-to-phone plans and Starship's path to full reusability. Musk then delves into Grok's next-gen models, AI scaling, and shares his concerns about Western societal decline, advocating for a philosophy of curiosity to drive humanity towards a multi-planetary future with a self-sustaining Mars colony.
(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir's work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China's strategy, dealing with cartels (36:46) Why modern Progressivism is not progressive Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, pa...
(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to help companies go public faster (13:37) Evolution of markets: predictions, options, SPVs, secondaries (18:18) State of the stock market, role at the NY Fed, data issues at the Fed Thanks to our partners for making this happen! Solana - Solana is the ...
(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America's broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left? (24:27) How to make Americans believe in America again (34:12) AI job displacement (39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder (52:54) Antisemitism and Israel...
(0:00) Introducing Secretary Wright (1:09) Nuclear, China's approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath's energy framework (21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development Thanks to our partners for making this happen! Solana - Solana is the high performance...
(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs report: what is the state of the economy? (57:52) Google avoids worst-case scenario in antitrust case 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/thea...
(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy & Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI & the Economy (35:10) Our Fragile Financial System (41:22) Government Employment & Appropriate Spending (48:18) COVID Cover Up & Dangers of Gain-of-function Research (1:01:00) Rel...
The Besties discuss President Trump's unprecedented move to fire a Fed governor, sparking a heated debate on the central bank's independence and its effectiveness in a rapidly evolving global economy. They also examine the contentious US-Intel deal, where the government acquired a 10% stake in exchange for CHIPS Act grants, raising questions about government's role in the market and the potential for a US sovereign wealth fund. Additionally, the conversation covers the alarming increase in corporate bankruptcies, attributed to the 'Zerp era' and a lack of creative destruction, particularly impacting commercial real estate. Finally, the episode explores OpenAI's novel LLM-based approach to accelerating longevity research and the potential for anti-aging therapeutics.
(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 down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee (54:03) Russia/Ukraine: Trump's two summits, what endgame to expect? Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https:...
(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 censorship in the age of AI (18:44) Behind the Hunter Biden laptop story and COVID censorship (30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68 (36:38) Russiagate and the Obama intel report on the 2016 Election (47:15) Russia-Ukraine War, possible peace deal, and US f...
The Besties delve into the emerging phenomenon of AI psychosis, discussing how AI chatbots can trigger delusions and exacerbate loneliness, particularly among younger generations. They examine the breakdown of America's social fabric, connecting it to the escalating costs of education and housing and their impact on youth. The conversation also covers Trump's controversial federal intervention to combat crime and homelessness in Washington D.C., and finally, they debate the future of venture capital, comparing its returns to public markets and exploring the concept of power law winners.
(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 implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs u...
The Besties recount their experiences at the DC AI Summit, detailing Trump's comprehensive AI policy speech, which emphasized winning the global AI race through innovation, infrastructure, and export support, alongside controversial executive orders like banning "woke AI" in government procurement. A spirited debate ensues regarding the future of copyright and patents in the age of AI, with differing views on fair use and protecting content creators. The episode also tackles Sam Altman's warnings about AI chatbot privacy, the surprisingly strong GDP report, the Fed's decision to hold rates, and the Trump administration's impactful new trade deals, which have brought significant investment into the U.S.
In this address, President Trump details his "America First" AI agenda, focusing on strategic trade deals and a comprehensive plan to ensure U.S. dominance in artificial intelligence. He outlines key pillars, including robust infrastructure development, significant deregulation to spur private investment, and a push to make America a global AI export powerhouse. Trump also asserts the need to remove "woke" ideological biases from AI models, envisioning an era of unprecedented prosperity and technological supremacy for the nation.
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...
