All-In with Chamath, Jason, Sacks & Friedberg

(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

(0:00) Besties are back!
(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns
(29:16) The AI regulatory capture trap, pragmatic safety solutions
(37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks"
(59:22) Liquidity recap: Best moments and takeaways
(1:05:39) Inflation heats up: CPI and PPI see 3+ year highs
(1:12:27) California's loose election laws creating integrity doubts
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://www.anthropic.com/news/claude-fable-5-mythos-5
https://x.com/Scobleizer/status/2064641097310335294
https://x.com/GergelyOrosz/status/2064618497150210391
https://x.com/cremieuxrecueil/status/2064433331970720187
https://x.com/Yuchenj_UW/status/2064524668208545955
https://stratechery.com
https://x.com/peter_szilagyi/status/2064620043896291671
https://darioamodei.com/post/policy-on-the-ai-exponential
https://screendna.org
https://x.com/DavidSacks/status/2065120386660880765
https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html
https://polymarket.com/event/ipos-before-2027
https://polymarket.com/event/how-high-will-inflation-get-in-2026
https://polymarket.com/event/fed-rate-hike-in-2026
https://x.com/robbystarbuck/status/2063602942637158423
https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme
https://www.dol.gov/newsroom/releases/osec/osec20260218
https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep
https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers
https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds
https://x.com/californiapost/status/2064362900098048386

(0:00) Chamath explains the Best Ideas format
(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts
(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy
(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology
(40:20) Multicoin Capital's Kyle Samani pitches GEODNET
(54:50) The Besties recap the pitches and announce winners
Thanks to our partners for making this possible!
EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.
https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://www.plaud.ai
Follow Aaron:
https://www.linkedin.com/in/aaron-cowen-0a44a450
Follow Dan:
https://x.com/dreyfd
https://www.linkedin.com/in/daniel-dreyfus-b65554209
Follow Oleg:
https://www.linkedin.com/in/oleg-nodelman-375131
Follow Kyle:
https://x.com/KyleSamani
https://www.linkedin.com/in/kylesamani
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

(0:00) PA Senators Fetterman and McCormick join the Besties
(0:33) Bipartisanship in 2026, rejecting extremism
(6:37) All-time unpopularity in the Senate, the filibuster question, tribalism
(13:33) Fixing wealth concentration in the US
(19:51) Graham Platner, why extremism wins primaries, and what it means for the future
(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation
(41:05) Insane level of money in politics, fixing the broken system
Follow Senator Fetterman:
https://x.com/SenFettermanPA
Follow Senator McCormick:
https://x.com/SenMcCormickPA
Thanks to our partners for making this possible!
EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.
https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://www.plaud.ai
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

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals
(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks
(5:40) Impact of China cutting off the US from critical minerals
(8:18) Copper's Rise: The next 18 years need as much as the last 10,000
(12:00) Dollar Debasement: $140T in debt and why hard assets win
(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis
(19:10) How to invest in the commodity supercycle
Follow Dan:
https://x.com/dreyfd
Thanks to our partners for making this possible!
EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value.
https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://www.plaud.ai
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