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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) Treasury Secretary Scott Bessent joins the show
 
(0:55) Recapping 2025 and the state of the economy
 
(3:13) Tariffs: Leverage, legal challenges, implementation
 
(15:20) Affordability: inflation, BLS data, interest rates
 
(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates
 
(42:44) Focus on Main Street, taking equity stakes in American companies
 
(50:40) Tax cuts, Trump accounts, economic legacy
 
Follow Secretary Bessent:
 
https://x.com/SecScottBessent
 
Referenced in the show:
 
https://www.international-economy.com/TIE_Sp25_Bessent.pdf
 
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

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

(0:00) Bestie intros!
 
(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI
 
(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?
 
(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?
 
(51:44) Dog Corner!
 
(59:56) China's major AI breakthrough: lithography, impact on the AI race?
 
(1:19:43) Are the rest of the Besties moving to Texas?
 
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/SenSanders/status/2001057004370948131
 
https://x.com/RoKhanna/status/2001733168819319167
 
https://x.com/DavidSacks/status/2001726037848478000
 
https://x.com/DavidSacks/status/2001320789279203694
 
 https://andymasley.substack.com/p/i-cant-find-any-instances-of-data
 
 https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms
 
 https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/
 
https://x.com/DavidSacks/status/1987238502124409321
 
 https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market
 
https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html
 
https://fred.stlouisfed.org/series/CES9091000001
 
 https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/
 
 https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/
 
https://www.nature.com/articles/s41377-025-01923-w

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

(0:00) Tucker joins the besties!
 
(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery
 
(25:40) What's behind the rise of Nick Fuentes and America First?
 
(49:13) Understanding the Anti-AI sentiment
 
(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel
 
Follow Tucker:
 
https://x.com/TuckerCarlson
 
Check out Battalion Metals:
 
https://battalionmetals.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/1999139689173749835
 
 https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html
 
 https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602
 
 https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes
 
https://x.com/DavidSacks/status/1997843165102100528
 
https://fred.stlouisfed.org/series/LNS14024887
 
 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0

Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

(0:00) Bestie intros
 
(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share
 
(28:14) David Sacks vs. New York Times
 
(51:24) New poverty line, America's slow descent into socialism
 
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:
 
Sacks's AI waiver:
 
 https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf
 
Sacks's Crypto waiver:
 
 https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf
 
 https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f
 
 https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html
 
 https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html
 
 https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html
 
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

(0:00) Molly Bloom joins the besties live in Las Vegas!
 
(1:48) Did Jason actually play in "Molly's Game"?
 
(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game
 
(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie
 
(31:10) Best celebrity poker players, high-stakes poker archetypes, and more
 
(34:31) Sales coaching advice
 
Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.
 
 https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode=
 
Follow Molly:
 
https://x.com/ImMollyBloom
 
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

Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game

(0:00) Bestie intros LIVE from The Venetian Las Vegas
 
(1:13) Epstein Files breakdown
 
(10:06) Biggest Epstein questions: where did his money come from?
 
(14:44) Tether's booming business
 
(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026
 
(35:25) Google's Gemini 3 and TPU breakthrough
 
(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO
 
(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology
 
Special thanks to The Venetian Las Vegas for hosting us!:
 
https://x.com/VenetianVegas
 
Join us at the All-In Holiday Spectacular!:
 
https://allin.com/events
 
Follow the besties:
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
Follow on X:
 
https://x.com/theallinpod
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
Follow on TikTok:
 
https://www.tiktok.com/@theallinpod
 
Follow on LinkedIn:
 
https://www.linkedin.com/company/allinpod
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg
 
Intro Video Credit:
 
https://x.com/TheZachEffect
 
Referenced in the show:
 
https://x.com/RepClayHiggins/status/1990868089056219267
 
https://x.com/michaeljburry/status/1991289193037746579
 
 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025
 
https://x.com/Similarweb/status/1988879389992386897
 
https://x.com/PokerGO/status/1987406318832132256

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

(0:00) Michael Burry's big short against AI
 
(12:00) Why Palantir is so richly valued vs other tech companies
 
(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
 
(36:18) H-1B debate flares up again after Trump's comments on Fox News
 
(42:37) Science Corner: Solar storms, coronal mass ejection, risks
 
(51:14) Rich Americans fleeing "the great confiscation"
 
 
 
Join us at the All-In Holiday Spectacular!:
 
https://allin.com/events
 
 
 
Follow the besties: 
 
https://x.com/chamath
 
https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
 
 
Follow on X:
 
https://x.com/theallinpod
 
 
 
Follow on Instagram:
 
https://www.instagram.com/theallinpod
 
 
 
Follow on TikTok:
 
https://www.tiktok.com/@theallinpod
 
 
 
Follow on LinkedIn: 
 
https://www.linkedin.com/company/allinpod
 
 
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://x.com/yung_spielburg
 
 
 
Intro Video Credit:
 
https://x.com/TheZachEffect
 
 
 
Referenced in the show:
 
 https://x.com/michaeljburry/status/1988778952299802818
 
 https://x.com/_Investinq/status/1988847716613365845
 
 https://x.com/michaeljburry/status/1987918650104283372
 
 https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html
 
 https://x.com/jatanackov/status/1988256651103592564
 
 https://x.com/omapproach/status/1988410644907856075
 
 https://x.com/latestinspace/status/1988606899932299700
 
https://www.swpc.noaa.gov/

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

(0:00) Brad Gerstner joins the show!
 
(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
 
(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI
 
(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
 
(36:47) Holiday party announcement! allin.com/events for tickets
 
(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?
 
(1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?
 
Join us at the All-In Holiday Spectacular!:
 
https://allin.com/events
 
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://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html
 
 https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html
 
 https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri
 
 https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7
 
 https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/
 
https://x.com/DavidSacks/status/1986476840207122440
 
https://x.com/sama/status/1986514377470845007
 
https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43
 
https://x.com/nvidianewsroom/status/1986221177099194484
 
https://www.aipanic.news/p/the-ai-existential-risk-industrial
 
https://fred.stlouisfed.org/series/LES1252881600Q
 
https://x.com/MorningBrew/status/1986464568470888935
 
https://x.com/chamath/status/1986076707196162068
 
https://polymarket.com/event/new-york-city-mayoral-election
 
 https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results
 
https://x.com/JDVance/status/1986099131845136594
 
https://x.com/houmanhemmati/status/1980499276229931034

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

(0:00) Introducing Ari Emanuel
 
(1:03) Ari's background in the content business and Hollywood
 
(4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products
 
(9:21) AI's impact: anticipating the 3-day workweek
 
(12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership
 
(18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision
 
(22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global
 
(24:21) Ari's relationship with his brothers and Elon Musk
 
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 Ari:
 
https://x.com/AriEmanuel
 
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

Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix

(0:00) Introducing Tareq Amin
 
(0:39) Saudi Arabia's evolution, Humain's business
 
(8:11) How Humain works with foundational model providers
 
(13:14) Saudi's energy and talent advantages, the AI race in the Middle East
 
(18:11) Working in the era of MBS, Vision 2030
 
(21:40) How Saudi manages their relationships with the US and China
 
(23:51) Sacks on the US-Saudi AI alliance
 
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 Tareq:
 
https://x.com/TareqAmin_
 
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 Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower

(0:00) We hacked the pod! Jcal is on vaca
 
(5:34) Meta launches Threads
 
(17:15) Chat AI interest in decline?
 
(28:36) Fed meeting minutes, economic data and outlook, and EU risk
 
(56:07) Florida Senate Bill 1718, jobs, and immigration debate
 
(1:21:48) Chinese balloon: political farce?
 
(1:31:47) Gerstner Science Corner: preventative heart health
 
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

E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health

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