All-In with Chamath, Jason, Sacks & Friedberg
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
- Update frequency
- every 5 days
- Average duration
- 85 minutes
- Episodes
- 283
- Years Active
- 2020 - 2025
DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
(0:00) Bestie intros!
(1:54) Breaking down the DOGE roadmap
(24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE
(48:11) WW3 risk: Bide…
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
(0:00) Bestie intros!
(7:57) Election impact on Bitcoin, crypto, and fintech stocks
(21:56) M&A and IPOs: What to expect in 2025
(39:52) Pharma advertising on cable tv: Should it be allowed? Is big p…
Trump wins! How it happened and what's next
(0:00) Bestie intros!
(4:55) Sacks recaps election night at Mar-a-Lago
(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost
(25:55) The failing Democratic coalition, …
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
(0:00) Bestie intros!
(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues
(29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Go…
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
(0:00) Bestie intros!
(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events
(9:08) Macro and markets: making …
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
(0:00) Bestie intros
(2:01) Polls vs Prediction markets, dueling interviews, election update
(16:06) Tesla's Robotaxi event and SpaceX's Starship catch
(27:36) Uber reportedly looking into acquiring …
JD Vance | All-In Summit 2024
(0:00) Announcement from Friedberg
(0:18) Besties intro JD Vance!
(3:33) America's innovation problem
(5:04) Thoughts on Trump
(8:53) Would JD Vance have certified the election in 2020?
(12:02) Incre…
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
(0:00) Bestie intros!
(3:18) The science behind Hurricanes Helene and Milton
(14:59) The economics of intensifying natural disasters
(29:03) AlphaFold creators win Nobel Prize in Chemistry
(35:17) Th…
Elon Musk | All-In Summit 2024
(0:00) Announcement from Friedberg
(0:24) Besties intro Elon Musk!
(1:23) The Battle of Free Speech
(10:24) Potential government efficiency agency
(27:45) SpaceX updates, overreaching regulations
(36…
In conversation with Mark Cuban
(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992
(5:43) The history of Cuban's love/hate relationship with Trump
(19:08) Trump's performance as President…
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
(0:00) Announcement from Friedberg!
(0:21) Sacks intros John Mearsheimer and Jeffrey Sachs
(1:32) What is the Deep State Party, and what are their goals?
(13:56) Should America leverage its power aga…
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
(0:00) Bestie intros: In Memoriam
(6:43) OpenAI's $150B valuation: bull and bear cases
(24:46) Will AI hurt or help SaaS incumbents?
(40:41) Implications from OpenAI's for-profit conversion
(49:57) M…
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
(0:00) Bestie intros + All-In Summit recap
(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?
(17:35) AI is coming for call centers; how agent training works
(33:41) US government was…
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
(0:00) Bestie intros! Jason goes "Founder Mode"
(1:03) All-In Summit lineup announcement
(9:01) Understanding "Founder Mode"
(32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"
(52:2…
In conversation with Reid Hoffman & Robert F. Kennedy Jr.
(0:00) Bestie intros: Buttons are back for fall
(1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks
(7:52) State of AI: Nvidia, cluster buildouts, competition
(19:51) OpenAI'…
Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions
(0:00) Bestie intros!
(1:59) Labor department revises down nonfarm payrolls by 818K
(15:02) MIT publishes data from first incoming class post race-based admissions ban
(36:16) Decision 2024: State of…
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
(0:00) Bestie intros: Jason gets a dish named after him!
(5:27) DOJ considers breaking up Google after last week's antitrust ruling
(28:10) Starbucks replaces CEO with Chipotle chief
(45:37) Work cul…
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
(0:00) Bestie intros: Jason is back from COVID!
(3:55) Yen carry trade unravels, Japan's unique economic issues
(27:22) Recession odds growing, is the US already in a "lowkey recession"?
(45:46) Why …
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
(0:00) Bestie intros!
(0:38) Election update: Dems energize around Kamala, policy questions remain
(19:33) Trump's NABJ interview: smart or risky?
(33:07) Markets expect rate cut in September, but ar…
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
(0:00) Bestie intros: Nostracanis appears!
(3:50) Wiz turns down Google's $23B offer, intends to IPO
(13:30) CrowdStrike's rough week
(17:51) Market update: Mag 7 sell-off?
(22:47) Sam Altman's UBI s…