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PODCAST

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

technology entrepreneurship

All Episodes

50:49

1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/16

(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025? (26:21) Role of journalist vs market participant; characters of the 2025 market (30:10) AI's potential 1929-like impact on unemployment (35:16) Why

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28:57

How Orlando Bravo Built One of the Most Successful...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/15

(0:00) Introducing Orlando Bravo (1:53) Orlando’s history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing’s avionics business (19:24) Thoma Bravo’s operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public Thanks to our partners for

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10:39

Bryan Johnson: The #1 Longevity Secret You Can Start...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/14

(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research 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’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new

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19:15

Cathie Wood on How AI Can Double GDP, Bull Case for...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/14

(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI’s once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie’s bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark’s strategies for bull and bear markets (16:01) Thoughts on Elon’s trillion-dollar pay package Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications

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01:27:51

Trump Brokers Gaza Peace Deal, National Guard in...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/10

(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets Follow Brad: https://x.com/altcap Follow the besties:

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27:57

Sequoia’s Roelof Botha: Why Venture Capital is Broken...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/09

(0:00) Introducing Roelof Botha (1:08) Sequoia’s Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it’s broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia’s culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz

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28:13

YouTube CEO Neal Mohan on AI, Censorship & the Future...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/08

(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube’s revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities Thanks to our partners for making this happen! Solana - Solana is the high

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27:07

Joe Tsai on US-China Rivalry, AI's Future, Owning the...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/08

(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark’s impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China’s pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing corporate culture at Alibaba’s scale, Nets predictions (23:17) AI adoption, job anxiety, and AGI views in China Thanks to our partners for making this

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01:29:31

Biggest LBO Ever, SPAC 2.0, Open Source AI Models,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/03

(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation Follow the besties: https://x.com/chamath https://x.com/Jason

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54:15

Ro Khanna on Crime, Censorship & Congress: Fixing...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/02

(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI (24:25) Government shutdown, what actually happens? (30:25) Extreme rhetoric: Importance of dialing this down (36:29) Censorship and lawfare on both sides (40:32) Crime issues in major cities, why Democrats

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13:32

Multicoin Capital’s Kyle Samani on Internet Capital...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/10/01

(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital markets 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’s global flagship event during Abu Dhabi Finance Week & F1:

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22:56

Rick Caruso on California’s Collapse: Broken...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/30

(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California’s incompetence, running for CA Governor vs LA Mayor (14:21) Attention to detail (17:04) State of California: What it should be, homelessness, National Guard, policing Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications

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25:05

Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/30

(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm’s history, understanding Nvidia’s dominance in AI, training vs inference, physical AI market size (10:01) China’s AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion” (15:35) Manufacturing in America: how to create a culture of excellence? (18:34) US export controls, building in the UK (23:42) US-China AI arms race Thanks to our partners for making this happen! Solana - Solana is

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01:07:50

Science Corner Special: David Friedberg, Cleo Abram,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/30

(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 explosion,

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30:40

Inside the GLP-1 Gold Rush: Eli Lilly CEO on New...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/29

(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 Jr,

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28:58

Eric Schmidt on AI, the Battle with China, and the...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/24

(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’s

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01:22:22

Charlie Kirk Murder, Assassination Culture in...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/19

(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/friedberg

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25:07

Solana’s Anatoly Yakovenko on Crypto's Next Era:...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/18

(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 our

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25:38

Uber CEO Dara Khosrowshahi on self-driving's future,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/17

(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 from

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37:08

The College Crisis: Heads of Dartmouth & Berkeley...

All-In with Chamath, Jason, Sacks & Friedberg ·

2025/09/16

(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 powering

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331 results

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