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.

  1. Senator Rand Paul: Tariffs, Debt, China, and a Warning for America

    1 ДН. ТОМУ

    Senator Rand Paul: Tariffs, Debt, China, and a Warning for America

    (0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy & Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI & the Economy (35:10) Our Fragile Financial System (41:22) Government Employment & Appropriate Spending (48:18) COVID Cover Up & Dangers of Gain-of-function Research (1:01:00) Relations with China (1:05:52) Political Future Follow Senator Paul: https://x.com/senrandpaul Check out Deception: The Great Covid Cover-Up: https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130 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/@theallinpod 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

    1 год 8 хв
  2. Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

    29 СЕРП.

    Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

    (0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security? (51:37) US Sovereign Wealth Fund (58:41) Why corporate bankruptcies are trending up in 2025 (1:12:12) OpenAI's novel LLM-based approach to longevity research Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.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/@theallinpod 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://www.mena.launch.co https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841 https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud https://truthsocial.com/@realDonaldTrump/posts/115092130707196133 https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push https://www.cnbc.com/2021/06/10/cpi-may-2021.html https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30 https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion https://truthsocial.com/@realDonaldTrump/posts/114987288040725570 https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904 https://x.com/Pavel_Asparagus/status/1960369680457113764 https://demo.trypicnic.com https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20 https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences

    1 год 32 хв
  3. AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

    22 СЕРП.

    AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

    (0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee (54:03) Russia/Ukraine: Trump's two summits, what endgame to expect? Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.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/@theallinpod 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://x.com/autismcapital/status/1958566758719398351 https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4 https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html https://polymarket.com/event/democratic-presidential-nominee-2028 https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000 https://www.businesswire.com/news/home/20250820615513/en/Statement-from-Marcus-Lemonis-Executive-Chairman-of-Bed-Bath-Beyond https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx

    1 год 12 хв
  4. Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

    20 СЕРП.

    Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

    (0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI (18:44) Behind the Hunter Biden laptop story and COVID censorship (30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68 (36:38) Russiagate and the Obama intel report on the 2016 Election (47:15) Russia-Ukraine War, possible peace deal, and US foreign policy Buy The Last Line of Defense: How to Beat the Left in Court: https://www.harpercollins.com/products/the-last-line-of-defense-eric-schmitt Follow Senator Schmitt: https://x.com/senericschmitt 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/@theallinpod 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

    1 год
  5. AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

    15 СЕРП.

    AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

    (0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC police (1:05:39) Venture Capital: is it broken and what it will look like in the future? 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/@theallinpod 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://www.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis https://openai.com/index/how-we%27re-optimizing-chatgpt https://pubmed.ncbi.nlm.nih.gov/25910392 https://www.reddit.com/r/MyBoyfriendIsAI https://time.com/7307589/ai-psychosis-chatgpt-mental-health https://x.com/jburnmurdoch/status/1953811277463122162 https://www.nimh.nih.gov/health/statistics/major-depression https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services https://www.youtube.com/watch?v=7PtX8BNLn_c https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/ https://x.com/greg_price11/status/1955292615420588495 https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a550-a3dcf16fa6e7 https://www.usatoday.com/story/money/2025/06/24/fannie-mae-freddie-mac-privatization/84342221007 https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06

    1 год 32 хв
  6. OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

    9 СЕРП.

    OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

    (0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach (1:27:51) Nvidia chips being smuggled to China (1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy (1:40:09) Summer reading recommendations Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.com Follow Ben: https://x.com/benshapiro Follow Gavin: https://x.com/GavinSBaker Follow Phil: https://x.com/pdeutch 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/@theallinpod 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://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day https://www.anthropic.com/news/build-ai-in-america https://www.youtube.com/watch?v=whE75zEFBpU https://www.census.gov/library/visualizations/time-series/demo/historic.html https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54

    1 год 51 хв
  7. Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

    1 СЕРП.

    Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

    (0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.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/@theallinpod 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://x.com/chamath/status/1950673622059667764 https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370 https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503 https://x.com/simonw/status/1950592653047062578 https://fred.stlouisfed.org/series/A191RL1Q225SBEA https://www.youtube.com/watch?v=aYn8VKW6vXA https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25 https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84 https://www.google.com/finance/quote/SPY:NYSEARCA

    1 год 24 хв
  8. Winning the AI Race Part 5: President Trump on the AI Action Plan

    24 ЛИП.

    Winning the AI Race Part 5: President Trump on the AI Action Plan

    (0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.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/@theallinpod 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

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

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