PodcastsBusinessAll-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

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

395 episodes

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

    AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

    03/07/2026 | 1h 42 mins.
    (0:00) Bestie intros: Happy Fourth of July!
    (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"
    (33:52) Update on the AI jobs debate
    (50:24) Anthropic's Fable 5 available after export restrictions lifted
    (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO
    (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union
    Apply for Summit 2026:
    https://allin.com/events
    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://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models
    https://x.com/PalantirTech/status/2072326189079757277
    https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f
    https://www.google.com/finance/quote/FIG:NYSE
    https://x.com/DavidSacks/status/2072673187666813226
    https://x.com/chamath/status/2072665199786561713
    https://x.com/quxiaoyin/status/2072428278976074115
    https://x.com/chamath/status/2072390507628540213
    https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us
    https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary
    https://x.com/GavinNewsom/status/2070496029280276571
    https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed
    https://x.com/JeanneIves/status/2072165726526308719
    https://polymarket.com/event/democratic-presidential-nominee-2028
  • All-In with Chamath, Jason, Sacks & Friedberg

    Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

    29/06/2026 | 1h
    (0:00) Nate Silver joins the pod!
    (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India
    (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base
    (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems
    (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed
    (50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard
    (55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC
     
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    Follow Nate:
    https://x.com/NateSilver538 
    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
  • All-In with Chamath, Jason, Sacks & Friedberg

    Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

    26/06/2026 | 1h 41 mins.
    (0:00) Gavin Baker and Travis Kalanick join the show!
    (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC
    (22:51) Future of the Democratic Party, the Israel issue, social media bans
    (45:12) China's open-source AI catch up, distillation, OpenAI's new chip
    (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware
    (1:10:17) The math behind distributed compute and datacenters in space
    (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price
    Follow Gavin:
    https://x.com/GavinSBaker
    Follow Travis:
    https://x.com/travisk
    Apply for Summit 2026:
    https://allin.com/events
    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://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579
    https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710
    https://x.com/thestustustudio/status/2067356255916536120
    https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127
    https://x.com/EndWokeness/status/2069645066252034288
    https://x.com/america/status/2069622732279402804
    https://x.com/realmaalouf/status/2069433391162798337
    https://x.com/JoshBlockDC/status/2070108811851882691
    https://x.com/EndWokeness/status/2069776474429624684
    https://x.com/EndWokeness/status/2068829255786803368
    https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people
    https://x.com/PirateWires/status/2069146641266094417
    https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e
    https://x.com/jietang/status/2067580270078030088
  • All-In with Chamath, Jason, Sacks & Friedberg

    GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

    23/06/2026 | 1h 3 mins.
    (0:00) David Friedberg intros GameStop CEO Ryan Cohen!
    (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce
    (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles
    (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)
    (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace
    (49:33) Why eBay has rejected the offer, media bias against GameStop
    Thanks to our partners!
    AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN
    Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. https://www.nasdaq.com
    Follow Ryan:
    https://x.com/ryancohen
    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
  • All-In with Chamath, Jason, Sacks & Friedberg

    World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

    19/06/2026 | 1h 24 mins.
    (0:00) Bestie intros!
    (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness
    (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions
    (33:34) Behind the scenes of Anthropic's Fable ban
    (1:01:18) Claude psychoanalyzes its creator, Dario Amodei
    (1:14:31) Iran War MOU and the market impact
    Apply for Summit 2026:
    https://allin.com/events
    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://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html
    https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026
    https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html
    https://www.bbc.com/news/articles/cgrk21wnvy9o
    https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg
    https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire
    https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos
    https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls
    https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product
    https://x.com/DavidSacks/status/2065853007619588171
    https://www.wsj.com/tech/ai/amazon-ceos-talks-with-u-s-officials-triggered-crackdown-on-anthropic-models-dcc90578
    https://www.anthropic.com/news/fable-mythos-access
    https://stratechery.com/2026/anthropics-safety-superpower
    https://www.nist.gov/news-events/news/2024/08/us-ai-safety-institute-signs-agreements-regarding-ai-safety-research
    https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html
    https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-openai-anthropic.html
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About 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.
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