All-In with Chamath, Jason, Sacks & Friedberg

(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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https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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Follow on Instagram:
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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:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
 
Intro Video Credit:
https://x.com/TheZachEffect
 
#allin #tech #news

(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:
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Follow the besties:
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Follow on X:
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Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
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Follow on LinkedIn:
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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.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

(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption
(9:07) Open Weight vs. Frontier AI Models
(18:07) AI and Cyber Warfare
(21:14) AI Regulation and the Global AI Arms Race
(30:32) Vertical Integration and Software Consolidation
 
Follow Nikesh:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
 
Intro Video Credit:
https://x.com/TheZachEffect
 
#allin #tech #news