Podcast · 296 episodes
All-In with Chamath, Jason, Sacks & Friedberg, page 2
by All-In Podcast, LLC · English
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
All episodes, page 2
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's ComebackAnthropic’s rumored $2T IPO (timing, valuation vs revenue, sustainability of pricing power), plus AI market-share pressure from OpenAI and Grok, and a debate over open vs closed models and…14 Aug 2026 · 1 h 40 min · 26 chapters
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs DemocratsRahm Emanuel discusses a post-Trump U.S. agenda focused on foreign policy (China, Taiwan, Iran, Indo-Pacific allies, Europe), domestic economics (inflation, debt, wars), and immigration reform,…13 Aug 2026 · 1 h 12 min · 25 chapters
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AIThe panel debates Google’s AI “brain drain” and what it signals about where AI profits will concentrate (compute/infrastructure vs frontier model development).8 Aug 2026 · 1 h 15 min · 22 chapters
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot ShipsSaronic’s autonomous naval ships and how scaled production plus AI/software could help the U.S. counter threats in places like the Strait of Hormuz, while reducing risk to sailors.5 Aug 2026 · 48 min · 10 chapters
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery StoresThe episode argues that AI/semiconductor “momentum” trades are being punished by leverage and macro forces, even if long-term AI capex is ultimately productive.31 Jul 2026 · 1 h 37 min · 33 chapters
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous JobsFour robotics CEOs discuss four-legged and humanoid robots for home and industry, why “dangerous jobs” may end, and how to respond to China’s robotics and IP threat.28 Jul 2026 · 1 h 9 min · 36 chapters
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?Debate over whether the US should ban or restrict Chinese open-source AI models after the release of Moonshot AI’s “Kimi K3,” plus discussion of an alleged $1.5B Anthropic payout/settlement, and…24 Jul 2026 · 1 h 34 min · 32 chapters
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?Mark Cuban discusses whether today’s AI “bubble” will wipe out most people, arguing it’s less like the dot-com era and more likely to destroy over-leveraged VCs/funds/PE.20 Jul 2026 · 42 min · 17 chapters
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans DatacentersAI regulation via industry self-regulation; major payments M&A (Stripe/Advent/Block bidding for PayPal); Apple suing OpenAI for alleged trade secret theft; SpaceX/XAI GrokBuild data-leak incident;…18 Jul 2026 · 1 h 30 min · 38 chapters
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe CodingPostmortem on Intel’s decline and what’s next for semiconductors and AI; plus Lovable’s “vibe coding” and real promise of AI-built software.15 Jul 2026 · 50 min · 21 chapters
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable HourThe episode argues that AI is disrupting “voice” and “law” by replacing legacy infrastructure and the billable-hour model.13 Jul 2026 · 52 min · 22 chapters
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump AccountsA “trillion-dollar IPO rush” focused on SpaceX, and potential IPOs for Anthropic and OpenAI; then a debate about AI token economics, ROI, open-source vs frontier models, “sovereign AI” stacks, and…11 Jul 2026 · 1 h 42 min · 33 chapters
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsAI infrastructure and open source in the race for superintelligence; Cerebras’ inference chips and massive data-center buildout; “token maxing” vs value; AGI via reasoning/recursive loops; government…10 Jul 2026 · 1 h 4 min · 37 chapters
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget LieThe episode argues for “intelligent/AI sovereignty”: enterprises should keep control of compute, model weights, and proprietary “alpha” (their data/know-how) rather than handing it to frontier model…3 Jul 2026 · 1 h 42 min · 34 chapters
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028Nate Silver argues U.S. elections are driven mainly by polarization/partisanship, not fraud; discusses California’s slow mail-ballot counting and claims of ballot harvesting; then forecasts 2026…29 Jun 2026 · 1 h 1 min · 21 chapters
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout QuarterEpisode 278 of The All-In Podcast covers two main threads: a claimed left-wing/DSA takeover of New York Democratic primaries, and AI’s rapid shift toward open-weight models and “composable” model…26 Jun 2026 · 1 h 42 min · 38 chapters
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayRyan Cohen (GameStop CEO) discusses his $56B plan to acquire and run eBay, arguing eBay has stagnated because management won’t “roll up their sleeves,” sellers are unhappy, and eBay should expand…23 Jun 2026 · 1 h 3 min · 26 chapters
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace DealThe episode argues that the U.S. is moving toward a “great American Politburo” controlled by a new oligarch class, eroding liberties and economic mobility.19 Jun 2026 · 1 h 25 min · 31 chapters
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken ElectionsThe episode debates Anthropic’s Fable 5 release and its “guardrails,” arguing it involves mandatory prompt/output surveillance, hidden “downgrades” (nerfed responses) for certain users, and…13 Jun 2026 · 1 h 42 min · 41 chapters
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveThe episode is a live “Best Ideas Pitch” competition where four investors present top trades and argue why their picks are mispriced.12 Jun 2026 · 1 h 8 min · 26 chapters
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham PlatnerBipartisan governance in Pennsylvania and the U.S., with a focus on AI/data centers, energy policy, economic anxiety, and money/polarization in Washington.10 Jun 2026 · 43 min · 26 chapters
Dan Dreyfus: America's Critical Minerals Crisis is HereDan Dreyfus (Vornight Capital) argues the U.S. faces a “critical minerals crisis” driven by a demand shock (AI, electrification, data centers, semiconductors, defense) colliding with a supply shock…10 Jun 2026 · 25 min · 11 chapters
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari StageBill Maris (founder/CEO Google Ventures; Google VP special projects incubating Waymo, Google X, Calico) discusses his return to investing with a new $150M fund, Section 32, and four lessons from…9 Jun 2026 · 29 min · 15 chapters
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T companyNikesh Arora (Palo Alto Networks CEO) argues AI will “democratize intelligence,” accelerate vulnerability discovery, and reshape software categories—killing analytical SaaS while boosting…8 Jun 2026 · 31 min · 16 chapters