All-In with Chamath, Jason, Sacks & Friedberg
- Folgen
- 439
- Erscheint
- mehrmals pro Woche
- Letzte Folge
- 22. Okt. 2026
Über den Podcast
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Folgen 439
Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse
(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption (9:07) Open Weight vs. Frontier AI Models (18:07) AI and Cyber Warfare (21:14) AI Regulation and the Global AI Arms Race …
Shownotes
(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption
(9:07) Open Weight vs. Frontier AI Models
(18:07) AI and Cyber Warfare
(21:14) AI Regulation and the Global AI Arms Race
(30:32) Vertical Integration and Software Consolidation
Follow Nikesh:
https://x.com/nikesharora
Follow Arvind:
https://x.com/ArvindKrishna
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity
(0:00) Dylan Field joins the show: Figma's origin story and mission (3:16) Adobe's $20B deal blocked: inside the antitrust fight (12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse" …
Shownotes
(0:00) Dylan Field joins the show: Figma's origin story and mission
(3:16) Adobe's $20B deal blocked: inside the antitrust fight
(12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse"
(18:52) Creativity in the AI era: why taste and boldness win
(36:02) Human agency, AI's promise, and what comes next
Thanks to our partners for making this possible!
As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at: https://CreativePlanning.com/AllIn
With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org
Follow Dylan:
https://x.com/zoink
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
(0:00) Ben Horowitz fills in for Friedberg! (2:18) CoreWeave's debt selloff: did the AI bubble just pop? (31:14) AI's deflationary impact: decompiled software (45:44) Anthropic's investor day gets mixed …
Shownotes
(0:00) Ben Horowitz fills in for Friedberg!
(2:18) CoreWeave's debt selloff: did the AI bubble just pop?
(31:14) AI's deflationary impact: decompiled software
(45:44) Anthropic's investor day gets mixed reactions
(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices
(1:22:19) Understanding Bill Gates the Doomer
Follow Ben:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/chamath/status/2110128893680378299
https://www.google.com/finance/quote/CRWV:NASDAQ
https://polymarket.com/event/coreweave-announces-bankruptcy-by
https://x.com/FearedBuck/status/2109443893955567694
https://polymarket.com/event/ipos-before-2027
https://www.anthropic.com/research/self-replicating-ai
https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks
https://x.com/DavidSacks/status/2109849209742450696
Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary
(0:00) Billy Evans joins Friedberg (3:38) How they met, Elizabeth the person vs the headlines, indictment (11:02) Life on trial, having a child, where she went wrong in fundraising (19:28) Understanding the …
Shownotes
(0:00) Billy Evans joins Friedberg
(3:38) How they met, Elizabeth the person vs the headlines, indictment
(11:02) Life on trial, having a child, where she went wrong in fundraising
(19:28) Understanding the verdict, sentencing, and the mistake of staying silent
(26:09) Elizabeth calls from prison, her life in jail
(31:34) Why they did the documentary with Nathan Fielder
(35:47) The road home, restitution math, why his new company is not Theranos 2.0
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
(0:00) Martin Shkreli joins the Besties! (0:55) Why quantum computing is a one-trick business and why he's betting against it (7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader …
Shownotes
(0:00) Martin Shkreli joins the Besties!
(0:55) Why quantum computing is a one-trick business and why he's betting against it
(7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma
(11:37) AI, drug discovery, and who actually wins
(21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taught him
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
#allin #tech #news
Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
(0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and community backlash (1:02:03) …
Shownotes
(0:00) Bestie intros!
(2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare
(38:28) OpenAI's math breakthroughs and community backlash
(1:02:03) Riots in France, Friedberg's socialism metric, bond market
(1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless?
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html
https://www.anthropic.com/constitution
https://x.com/andrewcurran_/status/2108244808494154089
https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800
https://www.lesswrong.com/users/eliezer_yudkowsky
https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640
https://en.wikipedia.org/wiki/Roko%27s_basilisk
https://www.nytimes.com/2026/10/06/science/openai-math-problems.html
https://scottaaronson.blog/?p=10169
https://x.com/imjustnewatai/status/2107601711032373333
https://x.com/skdh/status/2107848423726555204
https://x.com/friedberg/status/2107856770609844491
https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273
https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html
https://www.nytimes.com/2026/10/08/business/france-bond-yields.html
https://x.com/LucAuffret/status/2108217923101683737
https://polymarket.com/event/next-french-presidential-election
Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
(0:00) Bestie intros! (2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national security, America.gov …
Shownotes
(0:00) Bestie intros!
(2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed
(17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging
(45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more
(1:00:24) Midterm predictions, 2028 look ahead
(1:09:28) Media coverage of attempted terrorist hijacking
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/WhiteHouse/status/2105292669303791687
https://www.atlantafed.org/research-and-data/data/gdpnow
https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm
https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e
https://polymarket.com/predictions/midterms
Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs
(0:00) Jake Paul joins the Chamath! (6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC (11:54) Attention as capital, investing without the celebrity label & why politics is …
Shownotes
(0:00) Jake Paul joins the Chamath!
(6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC
(11:54) Attention as capital, investing without the celebrity label & why politics is next
(20:46) Drew Taggart & Alex Pall join the Besties!
(30:35) From artists to investors: picking deals, playing the sixth man & what fame buys
(37:33) Advice for famous investors, whether fame helps or hurts & the non-obvious bets
(46:10) Riding winners, getting cash back to investors & spotting bubble behavior
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
#allin #tech #news
Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential
(0:00) Daniel Ek joins the Besties! (1:14) Starting Spotify: Beating piracy and betting his own money on the record labels (6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US …
Shownotes
(0:00) Daniel Ek joins the Besties!
(1:14) Starting Spotify: Beating piracy and betting his own money on the record labels
(6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're sick
(36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute
(44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story
Thanks to our partners for making this possible!
As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1
Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
(0:00) Bestie Intros: Favorite All-In Summit moments (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs" (20:03) Open Source performance and cost: What this means for frontier …
Shownotes
(0:00) Bestie Intros: Favorite All-In Summit moments
(3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"
(20:03) Open Source performance and cost: What this means for frontier companies
(29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure
(53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama
(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure
(1:27:13) Anthropic's bio research and "wet lab" in SF
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.deepseek.com/en/news/deepseek-v4-1-flash
https://x.com/XiaomiMiMo/status/2102138559952290106
https://x.com/0x0SojalSec/status/2101738277049131358
https://x.com/SenSanders/status/2102827319123693689
https://x.com/yipitdata/status/2102781268974793023
https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/
https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc
https://polymarket.com/event/ipos-before-2027
https://x.com/rauchg/status/2101186741042663579
https://www.anthropic.com/constitution
https://x.com/mustafasuleyman/status/2100223594534150428
https://www.anthropic.com/news/claude-discovers-novel-enzyme-system
Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete
(0:00) Luca Ferrari joins the Besties! (1:56) Crashing an AI startup, the $40,000 restart & buying product market fit (4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard (9:55) Debt …
Shownotes
(0:00) Luca Ferrari joins the Besties!
(1:56) Crashing an AI startup, the $40,000 restart & buying product market fit
(4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard
(9:55) Debt as an accelerant, what happens if rates rise & who else is bidding
(14:58) Inside the deal desk: what gets acquired, why they don't build & the founder question
(20:22) Building a tech giant out of Milan, Europe's talent pool & the outsider advantage
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
#allin #tech #news
Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans
(0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws (12:09) The path to victory: the persuadable voter, the cost-of-living pitch & the …
Shownotes
(0:00) Steve Hilton joins the Besties!
(3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws
(12:09) The path to victory: the persuadable voter, the cost-of-living pitch & the case against Becerra
(21:46) Spencer Pratt joins: the message that cut through & the LA race that flipped
(26:58) The city up close: the parks, small business & who the rules actually reward
(36:54) Ballot harvesting, voter ID & whether the system is rigged or just legal
(47:13) The Palisades: the empty reservoirs, suing the state & what Spencer does next
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
#allin #tech #news
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine
(0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59) The pivot to powering data centers (10:38) Jason joins: data center demand, private jets & what winning looks …
Shownotes
(0:00) Welcome Blake Scholl!
(5:11) Solving the sonic boom & legalizing supersonic flight
(7:59) The pivot to powering data centers
(10:38) Jason joins: data center demand, private jets & what winning looks like
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
#allin #tech #news
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine …
Shownotes
(0:00) Welcome Naveen Rao
(4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close
(10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine
(19:46) Chamath joins: the path to product, porting existing models & building the team
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
#allin #tech #news
Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
(0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search & is your phone listening? (10:04) IPO tumble & becoming your own best investor (16:00) Privacy rules, Apple's crackdown & how agents change …
Shownotes
(0:00) Adam Foroughi joins the Besties!
(3:07) Discovery vs search & is your phone listening?
(10:04) IPO tumble & becoming your own best investor
(16:00) Privacy rules, Apple's crackdown & how agents change people's shopping
(20:00) How a lean team beats the giants, margin moats & building in China
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
#allin #tech #news
Bill Gurley: Searching for Feynman
(0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research …
Shownotes
(0:00) Bill Gurley takes the stage at the All-In Summit
(1:29) Bill's Presentation: Searching for Feynman
Links to additional resources mentioned in talk and used in research: https://www.p3.institute/searching_for_feynman_resource_links.html
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow Bill:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Jared Isaacman: A New Era for NASA and American Space Exploration
(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30) Recruiting …
Shownotes
(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA
(17:59) Moon base, creating new space industries, NASA's next chapter
(23:29) How to make Mars realistic
(25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space
(32:43) Allocating capital toward scientific discovery and deep space research
(35:46) Space Race 2.0: China and Russia
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow Jared Isaacman:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media
(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests (17:03) How he …
Shownotes
(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere"
(11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests
(17:03) How he got into investigative journalism and finding fraud
(23:32) Selective journalism and why Nick is a major threat to mainstream outlets
(27:34) What's next for Nick: Investigating welfare fraud, building his platform
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow Nick Shirley:
https://www.youtube.com/@NickShirley
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future
(0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How Meta is alleviating data center …
Shownotes
(0:00) Dina Powell McCormick joins The Besties!
(1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community
(11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns
(19:57) America's Workforce Academy, the job growth in re-industrializing America
(26:58) Meta's recent social media settlement, new rules for teens
(35:25) Meta glasses and Zuck's AI strategy
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow Dina:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin …
Shownotes
(0:00) Welcome Brad Gerstner!
(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan
(5:07) Can AI revenue pay for the CapEx?
(8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion
(12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow the besties:
Follow on X: https://x.com/theallinpod
Follow on Instagram: https://www.instagram.com/theallinpod
Follow on TikTok: https://www.tiktok.com/@allin
Follow on LinkedIn: https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://x.com/yung_spielburg
JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms
(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism …
Shownotes
(0:00) VP JD Vance joins The Besties!
(1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud
(9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity
(16:23) H-1B abuse and the massive $1T+ of fraud in federal spending
(21:48) Relationship with Israel, rational foreign policy
(25:19) JD Vance's midterms message
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow Vice President Vance: https://x.com/JDVance
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI
(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI …
Shownotes
(0:00) Satya Nadella joins The Besties!
(0:55) Dario's blog, "pacing the frontier," common sense AI safety
(6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products?
(14:22) Economic incentives for frontier lab doomerism, where the AI profits are
(22:45) Microsoft's master plan for AI, how they are allocating capital
(31:00) China's slow down, changing AI perception, data center benefits
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow Satya:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
(0:00) SpaceX's Gwynne Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X (13:43) Direct to cell with …
Shownotes
(0:00) SpaceX's Gwynne Shotwell joins The Besties!
(1:45) Gwynne's SpaceX story, selling rockets, and working for Elon
(6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X
(13:43) Direct to cell with Starlink, retiring rockets, competition
(18:34) Data centers in space
(22:00) Management at SpaceX
(27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right"
(36:53) Elon and Gwynne on their working relationship, Starship's future
(46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX
(52:51) Lying AIs, how to do AI peer review right
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow Gwynne:
Follow Elon:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)
(0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05) Hugging Face acquisition …
Shownotes
(0:00) Jensen Huang joins The Besties!
(1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology
(9:58) Sensible AI regulation and RSI
(16:05) Hugging Face acquisition, future of Open Source, and the race with China
(22:58) President Trump calls in live to discuss the Doomer Hoax
(31:29) The AI boom and Nvidia's capital allocation strategy
(40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
Follow Jensen:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse
(0:00) Bestie intros! (0:35) AI Doomsday: Valid concern or Doomer psyop? (33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO (58:45) OpenAI says it cracked a 200 year old math problem …
Shownotes
(0:00) Bestie intros!
(0:35) AI Doomsday: Valid concern or Doomer psyop?
(33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO
(58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own data?
(1:19:55) Nike removed from S&P 100 after stock tanks 80%: What went wrong?
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/hilbertspaess/status/2097476196791709843
https://x.com/EvanHub/status/2097497037956891126
https://x.com/BernieSanders/status/2097705093520863568
https://x.com/GovPritzker/status/2097715871309312220
https://x.com/DavidSacks/status/2097861539491463331
https://www.youtube.com/watch?v=e_ZDQKq2F08
https://x.com/DavidSacks/status/2097861539491463331
https://polymarket.com/event/ipos-before-2027
https://x.com/bgurley/status/2097690522437444050
https://x.com/polynoamial/status/2097381286193316203
https://x.com/OpenAI/status/2097374640582668336
https://x.com/OpenAI/status/2097375276384567642
https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html
https://x.com/libsoftiktok/status/2096970501017010461
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
(0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face hack article sparks a Bernie …
Shownotes
(0:00) Bestie intros: Happy 50th Chamath!
(1:17) OpenAI releases GPT-6 Astra: Have they reached AGI?
(19:01) All-In Summit: Scholarships available!
(19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban
(37:03) EAs, AI-brained influencers, and the conflicts of interest
(59:26) Mamdani bans AI in NYC schools K-8
(1:18:58) US-Venezuela oil deal
The All-In Summit is only 1 week away! You won't want to miss it: https://theallinsummit.com
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://openai.com/index/gpt-6-astra
https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi
https://www.axios.com/2026/09/03/axios-interview-sam-altmans-sobering-siren
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026
https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027
https://x.com/chamath/status/2095511879951192279
https://x.com/Jason/status/2095521697411514626
https://scale.stanford.edu/research-in-action/understanding-evidence-base-ai-k12-education
https://www.politico.com/news/2026/09/02/trumps-seen-the-data-center-polling-and-he-still-supports-them-01061244
https://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble …
Shownotes
(0:00) Bestie intros: Recapping recent interviews and the state of American science
(3:31) China's Robot Olympics, Optimus update, Grok Bot
(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed
(33:32) Bessent gets called out by Druckenmiller for bond market interference
(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed
(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules
(1:22:52) Science Corner: Moderna's mRNA cancer vaccine
Come hang with the Besties at the All-In Summit | September 13-15:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html
https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
https://polymarket.com/event/largest-company-end-of-december-2026
https://www.cnbc.com/2026/08/18/treasury-yields-.html
https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html
https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74
https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6
https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review …
Shownotes
(0:00) Eric Weinstein joins the show!
(03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat
(21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas
(41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos?
(52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species?
(01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison
(01:16:12) China poaches our best scientists, AI reads the trash can corpus
Thanks to our partners for making this possible!
As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1
With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org
Follow Eric:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China
(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain (8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate …
Shownotes
(0:00) Michael Kratsios joins the show!
(01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain
(8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses
(13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated?
(22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28
(34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American
(44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71
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/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" (30:12) Is …
Shownotes
(00:00) Besties are back!
(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash
(10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"
(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement
(56:33) a16z under DOJ investigation over "interlocking directorates"
(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag
Come hang with the Besties at the All-In Summit | September 13-15:
http://theallinsummit.com #AllInSummit
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpodIntro
Music Credit:
https://x.com/yung_spielburgIntro
Video Credit:
#allin #tech #news
Hier stehen die neuesten 100 von 439 Folgen. Ältere Folgen findest du im Feed des Podcasts.
