All-In with Chamath, Jason, Sacks & Friedberg

(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
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Intro Music Credit:
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Intro Video Credit:
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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

(0:00) Axon CEO Rick Smith joins David Friedberg
(2:39) History of TASER/Axon: brink of bankruptcy to IPO
(9:05) Going public during the dot-com crash, selling to police, battling shorts and an SEC investigation, pivoting to software
(20:47) Creating the police body cam, surveillance state concerns around Flock
(35:25) Freedom vs safety, Skydio deal, Taser drone project controversy
(45:24) Future of robotic systems and drones in policing
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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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(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
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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

(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:
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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

(0:00) Welcome Will Ahmed, CEO of WHOOP
(0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot
(6:59) Inside 50 Billion Hours of 24/7 Health Data
(19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking
(34:57) WHOOP vs. the FDA & Competitor Wearables
(44:33) Lightning Round & LeBron James becomes a WHOOP Ambassador
 
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Intro Music Credit:
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https://x.com/yung_spielburg
 
Intro Video Credit:
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