All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC
All-In with Chamath, Jason, Sacks & Friedberg

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

  1. DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

    4 DAYS AGO

    DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

    (0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: https://x.com/travisk 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://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html https://x.com/shrihacker/status/1884414667503853749 https://x.com/balajis/status/1884975064283812270 https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024 earnings-call-transcri https://x.com/mrexits/status/1885017400308806121 https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5 https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3 https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt https://x.com/rauchg/status/1875627666113740892 https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6 https://x.com/satyanadella/status/1883753899255046301 https://en.m.wikipedia.org/wiki/Jevons_paradox https://x.com/pitdesi/status/1883192498274873513 https://x.com/rihardjarc/status/1884263865703358726 https://x.com/austen/status/1884444298130674000 https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html https://x.com/america/status/1884372526144598056 https://x.com/DOGE/status/1884396041786524032 https://fred.stlouisfed.org/series/FYFSD https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency https://x.com/Jason/status/1884671945800573018 https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633 https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html https://x.com/chamath/status/1885068981905875241

    1h 49m
  2. Ray Dalio | The All-In Interview

    28 JAN

    Ray Dalio | The All-In Interview

    (0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US and China Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Ray Dalio: https://x.com/RayDalio Read Part 1 of "How Countries Go Broke": https://x.com/RayDalio/status/1878840018770210979 Pre-order "How Countries Go Broke": https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064 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://tradingeconomics.com/united-states/government-debt-to-gdp https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion https://www.cbo.gov/publication/61172 https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater https://fred.stlouisfed.org/series/M2SL https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024 https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing https://www.chathamfinancial.com/insights/fomc-recap-december-2024 https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html

    1h 16m
  3. Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

    25 JAN

    Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

    (0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown (33:39) TikTok's grace period extended, valuing the business, US new equity strategy? (57:01) Jan 6th pardons, birthright citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netflix's stock rise correlates with some alarming societal trends (1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Thomas Laffont: https://www.linkedin.com/in/thomas-laffont-02430914 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/dontcallmeraylo/status/1882444994264629402 https://x.com/craigkellyXXX/status/1882170281722339700 https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993 https://www.whitehouse.gov/presidential-actions https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html https://constitution.congress.gov/constitution/amendment-14 https://avalon.law.yale.edu/18th_century/fed74.asp https://x.com/OpenAI/status/1881830103858172059 https://x.com/sama/status/1882106524090482701 https://x.com/GavinSBaker/status/1882081746877063677 https://x.com/elonmusk/status/1881923570458304780 https://x.com/elonmusk/status/1882303826214162580 https://x.com/satyanadella/status/1882340818289307954 https://x.com/GregKamradt/status/1881762305152872654 https://x.com/chamath/status/1881773205498876255 https://x.com/documentingbtc/status/1882530869010989287 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence https://www.whitehouse.gov/presidential-actions/2025/01/presidents-council-of-advisors-on-science-and-technology https://www.goodreads.com/quotes/489251-in-this-age-in-this-country-public-sentiment-is-everything https://x.com/SpeakerJohnson/status/1882083118032846868

    2h 6m
  4. Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

    20 JAN

    Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

    (0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip (33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more (1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Whip Emmer: https://x.com/GOPMajorityWhip Follow Rep. Swalwell: https://x.com/ericswalwell Follow Rep. Khanna: https://x.com/RoKhanna 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

    1h 45m
  5. Senator Ted Cruz | The All-In Inauguration Series

    19 JAN

    Senator Ted Cruz | The All-In Inauguration Series

    (0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag (2:21) Texas vs. California: how to approach building and entrepreneurship (10:25) Thoughts on immigration, serving in the Senate, over-politicization (16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity (23:54) How Sen. Cruz would approach Trump's first two weeks of his second term (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada (42:45) Thoughts on Senate confirmation hearings Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Senator Cruz: https://x.com/tedcruz 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

    48 min
  6. Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

    18 JAN

    Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

    (0:00) The Besties welcome Mark Pincus! (3:53) Mark's background (6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls (51:32) Congestion pricing in NYC, fixing broken cities (1:08:33) TikTok ban: origin and potential outcomes (1:19:15) MBA hiring downturn (1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs! Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Mark Pincus: https://x.com/markpinc 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.piratewires.com https://x.com/micsolana https://www.athena.com https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump https://x.com/TheTechnXMedia/status/1878459564980392410 https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf https://x.com/MayorOfLA/status/1878630125786566664 https://congestionreliefzone.mta.info https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html https://x.com/friedberg/status/1652334973586915328 https://x.com/markpinc/status/1878575249505333606 https://www.youtube.com/watch?v=T72DfPEBn0A&t=29s https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec

    1h 43m
  7. LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

    11 JAN

    LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

    (0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids? Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Cyan Banister: https://x.com/cyantist 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.youtube.com/watch?v=_SQ_myzmV_Q https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php https://x.com/JonVigliotti/status/1877020919475884110 https://x.com/FearedBuck/status/1877355797245514085 https://www.youtube.com/watch?v=vKJ5WeBc7Us https://x.com/CrazyyHub/status/1823574726738092402 https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html https://www.rainmaker.com https://www.ksbw.com/article/california-fire-evacuation-maps/63382651 https://x.com/shaunmmaguire/status/1877366727547433382 https://x.com/WorldTimesWT/status/1876887200526111017 https://x.com/ericabbenante/status/1877207054105886836 https://x.com/laurapowellesq/status/1877143625588682940 https://x.com/jeremykauffman/status/1877128641802285064 https://x.com/deb8rr/status/1877539354802876576 https://x.com/Jason/status/1877183155821494513 https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf https://x.com/townhallcom/status/1876684277787873397 https://www.wsj.com/tech/ai/nvidia-ceo-pitches-robotics-cars-as-growth-areas-to-consumer-electronics-audience-68905f2d https://www.nvidia.com/en-us/project-digits https://polymarket.com/markets/creators/all-in

    1h 47m
  8. 2025 Predictions with bestie Gavin Baker

    4 JAN

    2025 Predictions with bestie Gavin Baker

    (0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Gavin Baker: https://x.com/GavinSBaker 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://shop.unitree.com/products/unitree-go2 https://shop.unitree.com/products/unitree-g1 https://a16zcrypto.com/posts/article/state-of-crypto-report-2024 https://x.com/chamath/status/1873144394100187263 https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025

    1h 56m
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Hosts & Guests

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4.2
out of 5
5 Ratings

About

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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