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All-In Podcast

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

All-In with Chamath, Jason, Sacks & Friedberg

(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

1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned

(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

How Orlando Bravo Built One of the Most Successful Firms in Private Equity

(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

Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today

(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

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package

(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

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

(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

Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

(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

YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

(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

Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

(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

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

(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

Ro Khanna on Crime, Censorship & Congress: Fixing What’s Broken in America

Follow the crew:
 
https://twitter.com/chamath
 
https://linktr.ee/calacanis
 
https://twitter.com/DavidSacks
 
https://twitter.com/friedberg
 
Follow the pod:
 
https://twitter.com/theallinpod
 
https://bio.fm/theallinpod

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

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