All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The Besties welcome legendary Harvard professor Graham Allison
(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security
(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects
(21:07) Israel: Is Netanyahu destroying Israel's democracy?
(24:28) China: Taiwan invasion, trade, and Trump's April meeting
(39:50) Greenland: Importance, deal scenarios, EU socialism angle
(48:58) Nuclear proliferation: 80-80-9 framework explained
(56:20) Rising socialism in America: wealth inequality and political risk
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(0:00) Jason intros Prince Reza Pahlavi
(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return
(8:53) Trump's surrender conditions, core principles, role in transition and potential leadership
(17:14) Thoughts on the people and spirit of Iran
(21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East
(33:59) Future leader and government of Iran, plan for transition
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(0:00) The Besties welcome Under Secretary of War Emil Michael
(2:30) US war with Iran: Bigger picture and why now?
(13:16) Trump's new approach to warfare, AI, drones, rules of engagement
(28:39) Israel's role in the conflict, relationship with the US, Iron Beam
(37:24) Oil prices, Trump's maritime insurance play
(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk
(1:02:03) How to value Anthropic after its supply chain risk designation
(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military
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Referenced in the show:
https://x.com/chamath/status/2029584905831891069
https://polymarket.com/event/us-forces-enter-iran-by
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://x.com/chamath/status/2029416079781736844
https://x.com/USWREMichael/status/2029539950962626734
https://x.com/addyosmani/status/2029372736267805081
https://github.com/googleworkspace/cli
https://x.com/chamath/status/2029634071966666964
https://www.lloyds.com/about-lloyds/history/lloyds-buildings
https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk
https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud

(0:00) Friedberg Introduces Ray Dalio
(1:29) 5 Forces That Will Decide America's Future
(7:26) Why Government Reform Is Nearly Impossible
(11:19) Gold vs. Bitcoin
(28:16) What Economists Got Wrong About Tariffs
(41:11) Is America Heading Towards Collapse?
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Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next.
Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse.
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(0:00) Bestie intros
(1:22) Claude's hit list, SaaS crash, and Citrini's AI letter
(30:39) Why Doomer narratives are more popular, valuable new AI jobs
(40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition?
(52:13) State of the Union reactions
(1:03:58) Science Corner: Cure for blindness via Yamanaka Factors?
(1:10:17) SCOTUS strikes down tariffs, Trump pivots
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124
https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c
https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble
https://x.com/chamath/status/2027077786503164260
https://www.citriniresearch.com/p/2028gic
https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report
https://x.com/TurnerNovak/status/2026332990914101699
https://x.com/anistotle_/status/2026306126674108788
https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the
https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion
https://www.derekthompson.org/p/nobody-knows-anything
https://x.com/kalshi/status/2027040345419129166
https://x.com/StockMarketNerd/status/2019837212515528730
https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/
https://x.com/DavidSacks/status/2027087693327237251
https://x.com/levie/status/2026885050411745491
https://x.com/typesfast/status/2026998028222013679
https://x.com/cboyack/status/2021647373571862952
https://x.com/chamath/status/2025369318696124859
https://x.com/pat_hedger/status/2026742424471560636
https://x.com/SemiAnalysis_/status/2026719180284666046
https://x.com/WesternLensman/status/2024661247296172486
https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable
https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30
https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31