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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) 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

(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

Multicoin Capital’s Kyle Samani on Internet Capital Markets

(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

Rick Caruso on California’s Collapse: Broken Leadership, LA Wildfire Failures & the Fix

(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

Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

(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

Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton

(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

Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
 
0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn
 
12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality
 
24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions
 
33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses
 
47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans
 
Follow the besties:
 
https://twitter.com/chamath
 
https://linktr.ee/calacanis
 
https://twitter.com/DavidSacks
 
https://twitter.com/friedberg
 
Follow the pod:
 
https://twitter.com/theallinpod
 
https://linktr.ee/allinpodcast
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://twitter.com/yung_spielburg
 
Intro Video Credit:
 
https://twitter.com/TheZachEffect

E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

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