All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Chamath and Jason welcome Senator Joe Manchin!

(4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats

(19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president

(28:12) Why socialism is on the rise in America, entitlement culture

(37:06) Importance of term limits in Congress, Joe's favorite current senators, cascading issues from the loss of bipartisanship

(52:25) Breaking the Dem/Rep duopoly by opening up primaries, thoughts on midterms in 2026

(57:18) Expectation vs reality for Obama, Trump and Biden presidencies; thoughts on the 2028 election

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

(0:00) Introducing Jan Sramek

(0:51) How California Forever is building America's next great city

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

Follow Jan:

https://x.com/jansramek

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) Bestie intros! Dreamforce and another interesting conference take the Bay Area

(3:35) State of crime in SF, do they need the National Guard?

(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?

(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history

(52:59) AI PR crisis: Recent datacenters get denied

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.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html

https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3

https://x.com/the_jefferymead/status/1978130345200427334

https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php

https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research

https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961

https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e

https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html

https://truthsocial.com/@realDonaldTrump/posts/115351840469973590

https://truthsocial.com/@realDonaldTrump/posts/115350455734003647

https://mpmaterials.com/mountain-pass

https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/

https://chinapower.csis.org/tracker/china-gdp

https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15

https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan

https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124

https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf

https://nationalinterest.org/feature/can-china-rise-peacefully-10204

https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth

https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/

https://www.amazon.com/End-History-Last-Man/dp/0743284550

https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978

https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884

https://x.com/balajis/status/1937517664907460980

https://x.com/chamath/status/1978584886329082098

https://www.datacenterwatch.org/report

https://x.com/chamath/status/1977794775148601541

(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation"

(0:38) Why he chose this time period

(3:22) The setup: what led to the 1929 crash

(19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025?

(26:21) Role of journalist vs market participant; characters of the 2025 market

(30:10) AI's potential 1929-like impact on unemployment

(35:16) Why socialism is flaring up now more than it did post-1929

(40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act

(46:51) Film rights strategy

Buy Sorkin's new book:

https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966

Follow Andrew Ross Sorkin:

https://x.com/andrewrsorkin

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.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966

https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up

(0:00) Introducing Orlando Bravo

(1:53) Orlando's history, Puerto Rico origins, how he got into private equity

(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising

(9:01) Role of PE in the American economy, public perception, underwriting AI risks

(15:23) Deal pricing philosophy, acquiring Boeing's avionics business

(19:24) Thoma Bravo's operating playbook after acquiring a company

(26:16) Thoughts on taking Thoma Bravo public

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

Follow Orlando Bravo:

https://x.com/orlandobravotb

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) Introducing Bryan Johnson

(0:46) Bryan takes the audience through a quick biological age test

(5:53) The single best longevity hack from all of his research

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

Follow Bryan Johnson:

https://x.com/bryan_johnson

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) Introducing Cathie Wood

(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more

(9:23) Cathie's bull case for Bitcoin $1M

(11:38) Opening up access to innovation for retail

(14:32) Cathie explains Ark's strategies for bull and bear markets

(16:01) Thoughts on Elon's trillion-dollar pay package

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

Follow Cathie Wood:

https://x.com/cathiedwood

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) Bestie intros: Welcome back Brad Gerstner!

(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done

(13:27) National Guard sent to Chicago to protect ICE Agents

(44:02) OpenAI's deal with AMD, state of the "AI Bubble"

(1:05:45) Circular AI deals: cause for concern or no big deal?

(1:15:00) What's behind the Gold rally?

(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets

Follow Brad:

https://x.com/altcap

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://truthsocial.com/@realDonaldTrump/posts/115340993884364431

https://x.com/RapidResponse47/status/1972726021196562494

https://x.com/JasonJournoDC/status/1976080696209760487

https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22

https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize

https://x.com/BillAckman/status/1976307397099471229

https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013

https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228

https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html

https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens

https://x.com/libsoftiktok/status/1965294885373947928

https://x.com/CollinRugg/status/1972716966831120601

https://x.com/unlimited_ls/status/1975302286969631204

https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101

https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/

https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts

https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461

https://x.com/wallstreetapes/status/1976030014614421936

https://x.com/ericldaugh/status/1976020869752508907

https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42

https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html

https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html

https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545

(0:00) Introducing Roelof Botha

(1:08) Sequoia's Scout program and its best-performing funds ever

(3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies

(9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes

(13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners

(20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz

(26:06) Investing in biotech, importance of expertise in VC

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

Follow Roelof:

https://x.com/roelofbotha

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) Introducing YouTube CEO Neal Mohan

(1:08) YouTube's revenue split with creators

(7:30) How Neal thinks about enabling monoculture and connective threads at YouTube

(11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally

(19:58) YouTube TV, YouTube Premium, and channel subscriptions

(24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

Follow Neal:

https://x.com/nealmohan

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) Introducing Joe Tsai

(0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing?

(6:07) Alibaba origins, China's pullback on capitalism

(10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China?

(19:46) AI application in large businesses

(21:52) Managing corporate culture at Alibaba's scale, Nets predictions

(23:17) AI adoption, job anxiety, and AGI views in China

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

Follow Joe Tsai:

https://x.com/joetsai1999

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) Bestie intros!

(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble

(17:42) IPO market, SPAC 2.0

(27:41) The AI rollup opportunity

(36:01) Sacks joins the show!

(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?

(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry

(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation

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://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900

https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost

https://x.com/Jason/status/1973461806585966655

https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai

https://x.com/scaling01/status/1972650237266465214

https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act

https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis

(0:00) Chamath and Jason welcome Rep. Ro Khanna!

(1:10) H-1Bs and immigration

(8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders

(15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI

(24:25) Government shutdown, what actually happens?

(30:25) Extreme rhetoric: Importance of dialing this down

(36:29) Censorship and lawfare on both sides

(40:32) Crime issues in major cities, why Democrats are losing on safety, common sense solutions

(47:46) Mamdani's surge: is Zohran the future of the party?

(51:15) Congressional stock trading ban

Follow Ro Khanna:

https://x.com/rokhanna

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

(0:00) Introducing Kyle Samani

(1:07) History of modern capital markets

(3:25) What a redesigned capital market structure would look like in 2025

(8:22) Examples of the future of internet capital markets

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

Follow Kyle:

https://x.com/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) Introducing Rick Caruso

(1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild

(11:20) California's incompetence, running for CA Governor vs LA Mayor

(14:21) Attention to detail

(17:04) State of California: What it should be, homelessness, National Guard, policing

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

Follow Rick Caruso:

https://x.com/RickCarusoLA

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) Introducing Arm CEO Rene Haas

(1:08) Lessons from working with Jensen Huang

(3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size

(10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion"

(15:35) Manufacturing in America: how to create a culture of excellence?

(18:34) US export controls, building in the UK

(23:42) US-China AI arms race

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com

Follow Rene: https://x.com/renehaas237

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) Introducing Cleo Abram

(1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True

(8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope

(23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the "war on science"

(37:37) Zipline CEO Keller Rinaudo Cliffton on the future of drone delivery

(53:29) Q&A with Keller Rinaudo Cliffton, Cleo, and Friedberg: Instant delivery explosion, competitors, impact on healthcare

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

Follow Cleo:

https://x.com/cleoabram

https://www.youtube.com/c/CleoAbram

Follow Keller:

https://x.com/keller

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) Introducing Eli Lilly CEO Dave Ricks

(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China

(7:08) GLP-1 pricing and capital allocation after a breakout pharma product

(12:56) Why Biotech VC has plummeted, "patent hacking" in China

(15:32) Dave's health regimen: good sleep, movement, healthy diet, social relationships, reading

(18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases

(21:16) Thoughts on RFK Jr, Big Pharma's influence on the media, how AI empowers patients

(25:27) Impact of proposed NIH cuts, explaining the "PBM boogeyman", next major pharma breakthrough

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

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) Bestie intros!

(2:23) H-1B overhaul: origins and exploitation

(25:26) Autism linked to Tylenol usage during pregnancy

(43:42) Jimmy Kimmel returns to ABC: comments and reactions

(59:21) Two major AI papers

(1:09:00) YouTube update

(1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law

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://polymarket.com/event/will-courts-block-trumps-100k-h1b-by-september-30

https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html

https://x.com/RobertMSterling/status/1873174358535110953

https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html

https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers

https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/

https://x.com/ThaaatColin/status/1958690862185230539

https://x.com/ThaaatColin/status/1958690862185230539

https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582

https://x.com/sahilkapur/status/1970211641124847711

https://x.com/shawn_farash/status/1971289990283002022

https://x.com/Scott_Wiener/status/1970307297999007773

https://x.com/thackerpd/status/1971246303243010172

https://support.google.com/youtube/answer/7354993?hl=en

https://judiciary.house.gov/media/press-releases/google-admits-censorship-under-biden-promises-end-bans-youtube-accounts

https://arxiv.org/pdf/2509.13351

https://www.nature.com/articles/s43588-025-00854-1#Abs1

(0:00) Introducing Eric Schmidt

(1:59) Thoughts on remote work and work-life balance

(3:49) Approaching AI: US vs China

(8:04) Relativity Space, rockets, drones, defense, and more

(17:32) Future role of America, and the decline of the West

(21:51) AGI: boom or bust?

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Eric:

https://x.com/ericschmidt

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) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America

(15:27) Assassination culture in America, online radicalization

(30:37) Jimmy Kimmel suspended indefinitely by ABC

(49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok

(1:01:09) Besties discover their recent YouTube videos have been flagged as "Restricted"

(1:06:23) All-In Summit recap

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://x.com/charliekirk11/status/1909391943802703899

https://www.bbc.com/news/articles/c99g1e0z2ero

https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief

https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379

https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists

https://x.com/jk_rowling/status/1966256971134234678

https://x.com/megynkelly/status/1968477822982480298

https://x.com/LizMacDonaldFOX/status/1968837993797665085

https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight

https://x.com/bennyjohnson/status/1968359685045838041

https://x.com/TheChiefNerd/status/1968492589201396052

https://www.nbcnews.com/pop-culture/tv/jon-stewart-rips-paramount-cbs-diatribe-cancellation-colbert-late-show-rcna220144

https://latenighter.com/features/analyst-network-late-night-talk-shows-became-unprofitable-in-2023

https://x.com/stoolpresidente/status/1968474692886340002

https://variety.com/2025/tv/news/paramount-warner-bros-discovery-acquisition-consolidation-analysis-1236515947

https://www.wsj.com/tech/details-emerge-on-u-s-china-tiktok-deal-594e009f

https://polymarket.com/event/who-will-acquire-tiktok-559?tid=1758241123068

https://arxiv.org/pdf/2209.07663

(0:00) Introducing Solana Co-Founder Anatoly Yakovenko

(0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries

(5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market

(10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act

(15:57) Quantum computing, AI's impact on crypto

(18:48) Bitcoin: resiliency, market cornering, risks, future

(22:45) Ethereum, Visa/Mastercard

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Anatoly:

https://x.com/aeyakovenko

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) Introducing Uber CEO Dara Khosrowshahi

(0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution

(8:14) How self-driving impacts Uber's business model over time

(13:30) Other forms of transportation Uber could provide

(16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food

(21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network

(22:31) How Uber thinks about driver job displacement from self-driving

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Dara:

https://x.com/dkhos

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) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons

(1:14) The student loan burden

(8:03) DEI at US universities

(13:56) Administrative bloat

(16:12) Trump vs the Ivy League, viewpoint diversity

(21:56) Impact of K-12 education declining

(25:13) Will AI learning kill higher education?

(29:14) Rising unemployment among recent graduates

(31:35) Role of endowments

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Sian:

https://x.com/sianbeilock

Follow Rich:

https://x.com/richlyons

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) Introducing Tulsi Gabbard, US Director of National Intelligence

(1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies

(17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability

(25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party

(30:16) Thoughts on bombing Iran, what impacts her views on foreign policy and war

(35:15) The impact of designating drug cartels as terrorist orgs, safety at the Southern Border, China

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Tulsi:

https://x.com/tulsigabbard

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

(0:00) Introducing Vlad Tenev

(0:51) Jason tells his story of investing in Robinhood

(3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy

(7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary

(17:01) Criticisms around expanding access to sophisticated financial products

(19:34) Current landscape of financial companies, Robinhood's future, competing with incumbents

(23:28) Harmonic and building mathematical superintelligence

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Athletic Brewing: https://athleticbrewing.com/

Follow Vlad:

https://x.com/vladtenev

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

(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win

(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?

(4:01) Genie 3 world model

(9:21) State of robotics models, form factors, and more

(14:42) AI science breakthroughs, measuring AGI

(20:49) Nano-Banana and the future of creative tools, democratization of creativity

(24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Athletic Brewing: https://athleticbrewing.com/

Follow Demis:

https://x.com/demishassabis

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

(0:00) Introducing Elon Musk, and reflecting on his DOGE experience

(2:47) Optimus: Progress and potential, the "hands problem"

(12:20) Tesla: AI5 chips, impact on FSD

(16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update

(26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, "Grokipedia"

(31:29) Evolving alongside AI, implosion of the West, the religion vacuum

(37:36) Understanding the universe, going to the Moon, what happens on Mars?

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Elon:

https://x.com/elonmusk

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

(0:00) Introducing Palantir CEO Alex Karp

(1:10) Understanding Palantir's fans and haters

(8:40) Palantir's work at the border, data collection and surveillance, built-in protections

(20:02) Israel/Palestine

(22:23) Is the West committing suicide?

(30:54) Antisemitism

(31:52) China's strategy, dealing with cartels

(36:46) Why modern Progressivism is not progressive

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

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

(0:00) Introducing Adena Friedman

(1:16) Nasdaq's business, expanding beyond a stock exchange

(2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule

(7:21) How the IPO market can change to help companies go public faster

(13:37) Evolution of markets: predictions, options, SPVs, secondaries

(18:18) State of the stock market, role at the NY Fed, data issues at the Fed

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Adena:

https://x.com/adenatfriedman

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

(0:00) Introducing Mark Cuban, sadness over Luka Doncic

(2:38) America's broken healthcare system

(15:16) State of the two-party system

(19:24) Introducing Tucker Carlson

(20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left?

(24:27) How to make Americans believe in America again

(34:12) AI job displacement

(39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder

(52:54) Antisemitism and Israel

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Mark Cuban:

https://x.com/mcuban

Follow Tucker Carlson:

https://x.com/TuckerCarlson

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

(0:00) Introducing Secretary Wright

(1:09) Nuclear, China's approach

(4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind

(11:32) Debating renewables vs nat gas and coal

(18:40) Chamath's energy framework

(21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Secretary Wright:

https://x.com/SecretaryWright

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

(0:00) Bestie intros

(0:52) Behind the scenes of the White House Tech Dinner!

(28:39) Tariff showdown headed to the Supreme Court

(42:44) Other Trump Administration legal battles

(46:58) Weak jobs report: what is the state of the economy?

(57:52) Google avoids worst-case scenario in antitrust case

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://x.com/EdLudlow/status/1963763066988110177

https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance

https://www.youtube.com/watch?v=opn9soJ5TYM&t=11s

https://truthsocial.com/@realDonaldTrump/posts/115119151783895076

https://www.congress.gov/bill/94th-congress/house-bill/3884

https://www.cbo.gov/publication/61697

https://x.com/tkl_adam/status/1963961233368924464

https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve

https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html

https://polymarket.com/event/us-recession-in-2025?tid=1757216927232

https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4

(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first

(3:56) Career Change: Medicine to Politics

(7:03) Political Philosophy

(10:55) Trade Policy & Economic Impact

(15:52) Consequences of Tariffs

(20:43) Voting Against the One Big Beautiful Bill

(27:52) AI & the Economy

(35:10) Our Fragile Financial System

(41:22) Government Employment & Appropriate Spending

(48:18) COVID Cover Up & Dangers of Gain-of-function Research

(1:01:00) Relations with China

(1:05:52) Political Future

Follow Senator Paul:

https://x.com/senrandpaul

Check out Deception: The Great Covid Cover-Up:

https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130

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

(0:00) Bestie intros: The Moose is loose at J-Cal Ranch!

(0:46) All-In Summit updates, Jason's new program

(9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like?

(36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security?

(51:37) US Sovereign Wealth Fund

(58:41) Why corporate bankruptcies are trending up in 2025

(1:12:12) OpenAI's novel LLM-based approach to longevity research

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship application:

http://bit.ly/4kyZqFJ

Get The Besties All-In Tequila:

https://tequila.allin.com

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.mena.launch.co

https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841

https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html

https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud

https://truthsocial.com/@realDonaldTrump/posts/115092130707196133

https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push

https://www.cnbc.com/2021/06/10/cpi-may-2021.html

https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent

https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm

https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve

https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation

https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles

https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed

https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high

https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30

https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf

https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion

https://truthsocial.com/@realDonaldTrump/posts/114987288040725570

https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending

https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904

https://x.com/Pavel_Asparagus/status/1960369680457113764

https://demo.trypicnic.com

https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20

https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb

https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences

(0:00) Bestie intros

(1:59) What's new with the All-In Summit

(9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction?

(30:49) Meta's AI hiring freeze: are the AI talent wars slowing down?

(39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee

(54:03) Russia/Ukraine: Trump's two summits, what endgame to expect?

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship application:

http://bit.ly/4kyZqFJ

Get The Besties All-In Tequila:

https://tequila.allin.com

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://x.com/autismcapital/status/1958566758719398351

https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo

https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html

https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview

https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html

https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4

https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html

https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html

https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html

https://polymarket.com/event/democratic-presidential-nominee-2028

https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000

https://www.businesswire.com/news/home/20250820615513/en/Statement-from-Marcus-Lemonis-Executive-Chairman-of-Bed-Bath-Beyond

https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx

(0:00) Sacks and Jason welcome Senator Eric Schmitt

(2:34) Biden v. Missouri, uncovering government censorship as Missouri AG

(6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI

(18:44) Behind the Hunter Biden laptop story and COVID censorship

(30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68

(36:38) Russiagate and the Obama intel report on the 2016 Election

(47:15) Russia-Ukraine War, possible peace deal, and US foreign policy

Buy The Last Line of Defense: How to Beat the Left in Court:

https://www.harpercollins.com/products/the-last-line-of-defense-eric-schmitt

Follow Senator Schmitt:

https://x.com/senericschmitt

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

(0:00) Bestie intros!

(4:45) AI Psychosis: what it looks like and why it's happening

(20:13) Why the social fabric in America is breaking down

(35:55) Fixing the incentives that created the student debt crisis

(48:52) Trump takes federal control of DC police

(1:05:39) Venture Capital: is it broken and what it will look like in the future?

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.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis

https://openai.com/index/how-we%27re-optimizing-chatgpt

https://pubmed.ncbi.nlm.nih.gov/25910392

https://www.reddit.com/r/MyBoyfriendIsAI

https://time.com/7307589/ai-psychosis-chatgpt-mental-health

https://x.com/jburnmurdoch/status/1953811277463122162

https://www.nimh.nih.gov/health/statistics/major-depression

https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services

https://www.youtube.com/watch?v=7PtX8BNLn_c

https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails

https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker

https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia

https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/

https://x.com/greg_price11/status/1955292615420588495

https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a550-a3dcf16fa6e7

https://www.usatoday.com/story/money/2025/06/24/fannie-mae-freddie-mac-privatization/84342221007

https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06

(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show

(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence

(18:14) AI's TAM, ROIC, and energy implications

(27:27) China's major advantage and how the US can counter it

(43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it

(52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?

(1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach

(1:27:51) Nvidia chips being smuggled to China

(1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy

(1:40:09) Summer reading recommendations

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship application:

http://bit.ly/4kyZqFJ

Get The Besties All-In Tequila:

https://tequila.allin.com

Follow Ben:

https://x.com/benshapiro

Follow Gavin:

https://x.com/GavinSBaker

Follow Phil:

https://x.com/pdeutch

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.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day

https://www.anthropic.com/news/build-ai-in-america

https://www.youtube.com/watch?v=whE75zEFBpU

https://www.census.gov/library/visualizations/time-series/demo/historic.html

https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive

https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54

(0:00) Bestie intros!

(1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways

(16:39) AI Executive Orders, unbiased AI, spiciest moments

(34:32) Copyright, fair use, and patents in the Age of AI

(56:37) Sam Altman highlights AI chatbot privacy issues

(1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship application:

http://bit.ly/4kyZqFJ

Get The Besties All-In Tequila:

https://tequila.allin.com

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://x.com/chamath/status/1950673622059667764

https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370

https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503

https://x.com/simonw/status/1950592653047062578

https://fred.stlouisfed.org/series/A191RL1Q225SBEA

https://www.youtube.com/watch?v=aYn8VKW6vXA

https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html

https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25

https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness

https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84

https://www.google.com/finance/quote/SPY:NYSEARCA

(0:00) President Trump on the AI Agenda

(54:14) Executive Order signing

Thanks to our partners for making this happen:

NYSE : https://www.nyse.com

Visa: https://usa.visa.com

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

(0:00) Scott Bessent, Treasury Secretary

(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary

(35:11) Howard Lutnick, Commerce Secretary

Thanks to our partners for making this happen:

NYSE : https://www.nyse.com

Visa: https://usa.visa.com

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

(0:00) James Litinsky, MP Materials

(13:32) Lisa Su, AMD

(29:45) Chase Lochmiller, Crusoe

(43:26) Jensen Huang, Nvidia

Thanks to our partners for making this happen:

NYSE : https://www.nyse.com

Visa: https://usa.visa.com

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

(0:00) The Besties welcome JD Vance

(1:24) Immigration

(6:34) AI policy

(9:27) Relationship with China: Technology competition, striking a balance, trade

(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world

(16:41) AI's impact on jobs

(22:02) Should America facilitate "National Champions" in strategic industries?

(24:09) Working at the White House with Sacks

Thanks to our partners for making this happen:

NYSE : https://www.nyse.com

Visa: https://usa.visa.com

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

(0:00) The besties introduce the day with Jacob Helberg

(9:08) Michael Kratsios, Director of the Office of Science and Technology Policy

(18:24) Chris Power, Hadrian

(35:15) Jake Loosararian, Gecko Robotics

(44:37) Shyam Sankar, Palantir

(1:00:33) Paul Buchheit, Y Combinator

(1:13:35) Kelly Loeffler, Administrator of the Small Business Administration

Thanks to our partners for making this happen:

NYSE : https://www.nyse.com

Visa: https://usa.visa.com

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

(0:00) The Besties welcome Gavin Baker!

(1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis

(19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy

(38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US

(52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted

(1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act

Follow Gavin Baker:

https://x.com/GavinSBaker

Follow Bo Hines:

https://x.com/bohines

Follow Senator Bill Hagerty:

https://x.com/SenatorHagerty

Get The Besties All-In Tequila:

https://tequila.allin.com

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship application:

http://bit.ly/4kyZqFJ

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.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says

https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html

https://polymarket.com/event/fed-decision-in-september?tid=1752872350388

https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html

https://www.cnbc.com/quotes/US30Y

https://polymarket.com/event/will-trump-remove-jerome-powell

https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair?tid=1752854752131

https://www.politico.com/live-updates/2025/07/15/congress/house-gop-crypto-bills-trump-00455645

https://www.nytimes.com/2025/07/15/us/politics/trump-ai-pittsburgh-speech.html

(0:00) The Besties welcome Travis Kalanick and Keith Rabois!

(3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens

(18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI

(40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence

(46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome

(58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026?

(1:13:12) SCOTUS backs Trump over federal government RIF plans

Follow Keith:

https://x.com/rabois

Follow Travis:

https://x.com/travisk

Get The Besties All-In Tequila:

https://tequila.allin.com

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship application:

http://bit.ly/4kyZqFJ

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.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html

https://www.youtube.com/watch?v=ZW5fJikPmfM

https://grok.com

https://www.youtube.com/watch?v=_wTA90BYo30

https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data

https://x.com/ArtificialAnlys/status/1943166841150644622

https://x.com/elonmusk/status/1943192643439337753

http://www.incompleteideas.net/IncIdeas/BitterLesson.html

https://x.com/chamath/status/1943177837956968499

https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser

https://x.com/perplexity_ai/status/1942969263305671143

https://x.com/elonmusk/status/1941584569523732930

https://polymarket.com/event/will-elon-register-the-america-party-by

https://ropercenter.cornell.edu/presidential-approval/highslows

https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx

https://www.whitehouse.gov/presidential-actions/2025/02/implementing-the-presidents-department-of-government-efficiency-workforce-optimization-initiative

https://www.scotusblog.com/2025/07/supreme-court-allows-trump-administration-to-implement-plans-to-significantly-reduce-the-federal-workforce

https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works

https://cei.org/publication/10kc-2025-numbers-of-rules

https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news

(0:00) Bestie intros

(2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed

(14:10) Clean energy subsidies phased out: What this means for energy production in the US

(25:12) Elon/Trump; US fiscal picture post-BBB

(43:26) US dollar down over 10% in 2025

(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings

(1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI

Get All-In Tequila:

https://tequila.allin.com

Join us at All-In Summit:

https://allin.com/summit

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://x.com/chamath/status/1939049133362319363

https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH

https://x.com/Jason/status/1940546432190369871

https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981

https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01

https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/

https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech

https://x.com/chamath/status/1927373268828266795

https://x.com/elonmusk/status/1939762942851027127

https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02

https://x.com/RayDalio/status/1940507002037240242

https://x.com/balajis/status/1940094433699234181

https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html

https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale

https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8

https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders

https://x.com/cremieuxrecueil/status/1937644999790985324

https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f

https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman

https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01

https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm

https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million

https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025

https://polymarket.com/event/fed-decision-in-september?tid=1751571922163

(0:00) Bestie intros: The Core Four is back!

(1:38) Launching All-In Tequila!

(7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region

(29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence

(39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor

(1:06:02) Science Corner: Stem cell-driven aging reversal out of China

(1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair?

(1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings

Get All-In Tequila:

https://tequila.allin.com

Join us at All-In Summit:

https://allin.com/summit

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.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665

https://x.com/whitehouse/status/1938053287535616085

https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html

https://x.com/DavidSacks/status/1936973199734079907

https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio

https://x.com/BillClinton/status/1937937455065293017

https://x.com/chuckschumer/status/1937890929689420209

https://www.cnn.com/2025/06/25/investing/stock-market-record-dow

https://fred.stlouisfed.org/series/M2SL

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department

https://polymarket.com/event/fed-decision-in-september?tid=1751083141866

https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295

https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114

https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html

https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25

(0:00) The Besties welcome Thomas Laffont!

(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity

(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree

(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more

(42:41) Why Apple is fumbling AI and how they can fix it?

(57:02) IPOs and M&A heating up in 2025

(1:16:18) State of liquidity: SPACs, Direct Listings, and more

(1:25:40) Amazon's "kingmaker" position, job displacement

(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate

(1:52:13) Animal trailer

Follow Thomas Laffont:

https://x.com/thomas_coatue

Animal Trailer:

https://www.youtube.com/watch?v=8NNW5r63oXU

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://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers

https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html

https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html

https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution

https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18

https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5

https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05

https://x.com/JoannaStern/status/1933564098291048764

https://www.youtube.com/watch?v=wCEkK1YzqBo

https://x.com/chamath/status/1932157508698919320

https://www.renaissancecapital.com/IPO-Center/Stats/Pricings

https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai

https://x.com/chamath/status/1935369326321877153

https://x.com/chamath/status/1935740807925100853

https://www.google.com/finance/quote/COIN:NASDAQ

https://www.google.com/finance/quote/SPOT:NYSE

https://x.com/ylecun/status/1935108028891861393

https://x.com/ben_j_todd/status/1934284189928501482

https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0

https://companiesmarketcap.com/microsoft/revenue

https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0

https://www.youtube.com/watch?v=8NNW5r63oXU