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. 22h ago

    Jensen Ousted as Nvidia CEO: "Spy" Scandal, Export Restrictions, Market Impact

    (0:00) Bestie intros! (1:20) Jensen Huang out as CEO: Spy allegations, classified memo leak, who wanted Jensen out? (31:22) Market impact: AI trade, what happens to "The Bank of Nvidia," China's strategy (44:19) Export controls, totalitarian AI risks, China hawks (58:26) Who should be Nvidia's next CEO? (1:06:25) Anthropic kicks off IPO road show 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://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition https://www.nytimes.com/2026/11/06/us/politics/chinese-spy-agency-nvidia-jensen-huang.html https://www.cnbc.com/2026/11/08/nvidia-jensen-huang-email-board-of-directors-statement.html https://www.nytimes.com/2026/11/08/us/politics/rubio-nvidia-ceo-chinese-spy.html https://www.nytimes.com/2026/11/11/technology/jensen-huang-nvidia-affair.html https://www.wsj.com/business/nvidia-is-preparing-to-oust-nvidia-ceo-jensen-huang-30f421ad https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.html https://www.nytimes.com/2026/10/29/us/politics/nvidia-china-jensen-huang-trump.html https://x.com/CulperResearch/status/2054623784452120917 https://www.axios.com/2026/11/11/bessent-lutnick-megaspeed-nvidia-china-chips https://nypost.com/2026/08/17/us-news/eric-swalwell-hooked-up-with-suspected-chinese-spy-christine-fang https://www.politico.com/news/2026/11/11/jim-himes-alice-huang-nvidia-spy-01161718 https://x.com/Polymarket/status/2119930299609952552 https://x.com/SamLyman33/status/2120126986341294387 https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance https://finance.biggo.com/news/9cfaec47-9327-4e6a-9896-1cc956d084cc https://www.cnbc.com/2025/09/18/china-blocks-nvidia-ai-chips.html https://www.reuters.com/technology/chinas-deepseek-returns-with-new-model-year-after-viral-rise-2026-04-24/ https://x.com/ChinaSelect/status/2120904763630060015 https://x.com/WillManidis/status/2120948514033443297 https://x.com/notjazii/status/2120856123544834231 https://www.reuters.com/business/anthropic-ipo-raise-much-644-billion-latest-draft-prospectus-shows-2026-11-10 https://x.com/claudeai/status/2120973994191094179 https://x.com/claudeai/status/2120206365759094857

    Jensen Ousted as Nvidia CEO: "Spy" Scandal, Export Restrictions, Market Impact
  2. Nov 7

    Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump

    (0:00) Bestie intros! (3:37) Midterms postmortem: What led to a generational GOP collapse? (32:26) How can Trump salvage his presidency? (53:13) Market reaction: Data center fears, $4T in market cap shed, AI ban potential (1:24:21) Science Corner: OpenAI solves Exponential Time Hypothesis *This episode was recorded Friday morning Chamath on Tetragrammaton with Rick Rubin: https://www.youtube.com/watch?v=sUgwBqSRf3E 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://www.nytimes.com/live/2026/11/06/us/midterm-elections-trump https://www.texastribune.org/2026/11/04/texas-democrats-blue-wave https://www.cnbc.com/2026/11/06/jobs-report-october-2026.html https://x.com/atrupar/status/2118056070715162747 https://x.com/JDVance/status/2118004988433641835 https://polymarket.com/event/ipos-before-2027 https://www.wsj.com/finance/major-investors-are-skeptical-anthropic-ipo-can-achieve-1-5-trillion-valuation-ca965d8b https://x.com/xdNiBoR/status/2118412345789579392 https://www.crusoe.ai/resources/newsroom/crusoe-wyoming-data-center-campus-update

    Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump
  3. Oct 30

    Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

    (0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong? (1:14:17) Final Midterms Predictions and Scenarios 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://www.semafor.com/article/10/28/2026/all-in-podcast-cools-on-super-intelligence https://x.com/AndrewBenson/status/2115458726396310008 https://www.nbcnews.com/business/markets/anthropic-releases-ipo-filing-ahead-highly-anticipated-stock-debut-rcna605676 https://www.reuters.com/business/anthropic-recorded-net-loss-over-80-billion-first-half-this-year-wsj-reports-2026-10-20 https://x.com/rdominguezibar/status/2114785991462428811 https://x.com/jaminball/status/2115121906630238287 https://www.vox.com/future-perfect/507875/anthropic-ipo-stop-ai-race-safety https://www.anthropic.com/institute/measuring-pace-of-ai-development https://www.nbcnews.com/business/markets/alphabet-google-stock-ai-advertising-rcna606322 https://x.com/EconomyApp/status/2115539079999971384 https://fortune.com/2026/10/28/alphabet-google-stock-drops-cloud-revenue-doubles-free-cash-flow-negative https://x.com/Couch_Investor/status/2115541399898571180 https://x.com/Geiger_Capital/status/2112702741995037179 https://x.com/PatrickRuffini/status/2089729804941594660 https://x.com/maxanderson/status/2080229375773941871 https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

    Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
  4. Oct 23

    AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

    (0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead (44:17) France on the brink: Riots, immigration referendum, debt crisis (1:31:49) Trump's second half strategy, Press Secretary J-Cal? Follow Nikesh: https://x.com/nikesharora 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://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now https://x.com/chamath/status/2112757725369348417 https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718 https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security https://x.com/eastdakota/status/2113079352682570051 https://x.com/nsacyber/status/2112903220209098897 https://abliteration.ai https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21 https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd https://x.com/visegrad24/status/2111542897598455888 https://polymarket.com/event/france-declares-state-of-emergency-byptptpt https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt https://x.com/GOP_is_Gutless/status/2112157762981347373

    AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?
4
out of 5
10,612 Ratings

About

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

You Might Also Like