Podcast · 296 episodes
All-In with Chamath, Jason, Sacks & Friedberg, page 3
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 3
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of SecondariesThe boom in private “secondaries” (later-stage share buying/selling) and how liquidity, pricing, and SPV structures are reshaping access to companies like SpaceX, Anthropic, OpenAI, and other AI…7 Jun 2026 · 40 min · 15 chapters
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO PanelAn IPO panel arguing that 2026 could be a record year for IPOs, with tech giants returning to public markets.6 Jun 2026 · 32 min · 12 chapters
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackDan Loeb (Third Point CEO/CIO) discusses why short selling and selective stock picking are back, how his public persona evolved from early anonymous internet chat boards to Twitter, how Third Point’s…5 Jun 2026 · 31 min · 13 chapters
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X ParadoxThomas Laffont (GoTo’s flagship hedge fund) presents an “AI unicorn economy” update: unicorn funding is up ~70% since Sep 2024, AI dominates fundraising, exits are thawing into 2026, and hyperscale…4 Jun 2026 · 33 min · 15 chapters
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesBill Ackman (Pershing Square CEO) discusses how his activism and investment philosophy evolved toward “business quality” and durable, protected growth, and how AI increases disruption risk while…3 Jun 2026 · 30 min · 17 chapters
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on ComputeOpenAI’s IPO timing and strategy, rivalry with Anthropic, compute scarcity and economics (“gigawatts to cash”), capital allocation, and OpenAI’s consumer/enterprise balance plus a new consumer device.2 Jun 2026 · 32 min · 16 chapters
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?The episode debates AI’s societal impact and governance, contrasting the Pope’s new AI encyclical with Anthropic’s stance, and arguing that “AI doom” is overstated.29 May 2026 · 1 h 35 min · 36 chapters
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?All In Podcast episode 274 focuses on three big themes: (1) Andrej Karpathy’s move to Anthropic and the push toward “recursive self-improvement” (models improving other models), (2) AI’s growing PR…22 May 2026 · 1 h 42 min · 49 chapters
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El NiñoTrump-Xi summit and the role of CEO “deal-making” in avoiding U.S.-China conflict; then AI’s impact on enterprise SaaS (the “SaaSpocalypse”), including OpenAI vs Apple and multi-agent/coding-agent…15 May 2026 · 1 h 17 min · 38 chapters
Charles & Chase Koch on How They Quietly Built a $150B EmpireCharles and Chase Koch explain how Koch Industries grew into a ~$150B, private, family-owned empire by using “principle-based management,” capability-bounded expansion, and “experimental discovery”…12 May 2026 · 1 h 35 min · 36 chapters
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It BackSpencer Pratt discusses LA’s wildfire response failures (Pacific Palisades fire), alleged corruption and mismanagement in homelessness spending and NGO contracting, and his campaign message to “take…10 May 2026 · 1 h 11 min · 30 chapters
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI BoomThe episode debates Elon Musk’s alleged lease of Anthropic’s Colossus 1 compute cluster and the broader AI infrastructure race (power, GPUs, hyperscalers), then shifts to whether the White House is…8 May 2026 · 1 h 22 min · 28 chapters
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeThe All-In crew discusses AI industry momentum and constraints: OpenAI missing ChatGPT user/revenue targets amid massive compute commitments; Codex vs Anthropic Claude performance; Elon Musk suing…1 May 2026 · 1 h 21 min · 28 chapters
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can WinSteve Hilton, a UK-born, Hungarian-refugee-background Republican running for California governor, argues California is “destroying itself” via union power, over-regulation, high taxes, litigation,…29 Apr 2026 · 1 h 9 min · 36 chapters
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer SpikeThe episode covers (1) SpaceX’s planned acquisition/collaboration with AI coding startup Cursor, (2) a “SaaS debt bomb” in private equity as SaaS debt and equity get wiped out, and (3) broader…24 Apr 2026 · 1 h 31 min · 43 chapters
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell OutThe episode debates (1) OpenAI’s “identity crisis” after a leaked internal memo criticizing Anthropic, (2) the “datacenter wars” as compute demand collides with power, permitting, and political…17 Apr 2026 · 1 h 31 min · 39 chapters
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's InfluenceAnthropic’s decision to withhold its “Mythos” model due to cyber risk; debate whether the danger claims are real vs marketing theater; Anthropic’s “OpenClaw” access throttling and agent competition;…10 Apr 2026 · 1 h 29 min · 31 chapters
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 RacePennsylvania Gov. Josh Shapiro discusses his “get s* done” record (jobs, taxes, permitting reform, workforce training, crime reduction, education), his approach to fraud (especially Medicaid), and…8 Apr 2026 · 1 h 2 min · 25 chapters
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of WarPalantir and Anduril executives argue that modern war is shifting toward drones, AI, and “decision advantage,” and that the U.S.6 Apr 2026 · 1 h 9 min · 26 chapters
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space OpportunitySpaceX’s confidential IPO filing (targeting ~$1.75T valuation), how it could affect Tesla/Elon governance and potential mergers, and broader “frontier” implications of cheaper space access (moon…3 Apr 2026 · 1 h 21 min · 28 chapters
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses LawsuitsAnthropic’s rapid enterprise growth (“generational run”), OpenAI’s perceived consumer-market slide and product cutbacks, AI “moats” from enterprise distribution and regulatory strategy, and broader…27 Mar 2026 · 1 h 20 min · 33 chapters
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was LikeBryan Johnson (longevity entrepreneur) argues psychedelics—especially 5-MeO-DMT—may be “longevity therapy” by rapidly resetting the brain’s default mode network, boosting neuroplasticity, and…26 Mar 2026 · 38 min · 16 chapters
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IRENA live episode from the NVIDIA GTC conference featuring interviews with CEOs from CoreWeave, Perplexity, Mistral, and IREN.23 Mar 2026 · 1 h 38 min · 45 chapters
How Matt Mahan Thinks He Can Save CaliforniaAll-In with Chamath, Jason, Sacks & Friedberg23 Mar 2026 · 1 h 17 min · 33 chapters