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    Business

    All-In with Chamath, Jason, Sacks & Friedberg

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

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    Latest Episodes:
    Supercharging a New FDA: Marty Makary on Science, Power & Patients Jan 15, 2026
    Show notes

    (0:00) Friedberg intros FDA Commissioner Marty Makary

    (3:21) Inside the 42 major FDA reforms in 10 months

    (7:51) The China Race: Winning back biotech leadership

    (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines

    (33:13) Reshaping the failed Food Pyramid

    (41:29) GLP-1s and America's Obesity Epidemic

    (49:54) Rethinking vaccines from first principles

    (59:40) Lowering drug prices, the power of AI for healthcare

    (1:18:57) What causes autism?

    Follow Marty Makary:

    https://x.com/DrMakaryFDA

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    https://x.com/friedberg

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    https://x.com/theallinpod

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    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


    Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism Jan 13, 2026
    Show notes

    (0:00) David Friedberg introduces Adam Carolla!

    (1:32) Palisades Fire one year out: the rebuilding crisis in LA

    (7:39) Gyno-fascism and safety culture

    (15:49) Media bias and gender dynamics

    (28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"

    (36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?

    (51:23) Who should be California's next governor?

    (58:04) Big Tech, AI, and the 2028 Election

    When you need a partner trusted by millions, there's one platform for all business - PayPal Open.

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    Follow Adam:

    https://x.com/adamcarolla

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    https://x.com/chamath

    https://x.com/Jason

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    https://x.com/friedberg

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    https://x.com/theallinpod

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect


    All-In's 2026 Predictions Jan 10, 2026
    Show notes

    (0:00) California exodus, asset seizure tax, Besties to Austin?

    (12:27) Biggest Political Winner

    (17:45) Biggest Political Loser

    (32:15) Biggest Business Winner

    (40:51) Biggest Business Loser

    (49:34) Biggest Business Deal

    (56:15) Most Contrarian Belief

    (1:03:05) Best Performing Asset

    (1:08:02) Worst Performing Asset

    (1:15:17) Most Anticipated Trend

    (1:21:18) Most Anticipated Media

    Follow the besties:

    https://x.com/chamath

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    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/reidhoffman/status/2009015043258552670

    https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html

    https://x.com/Daily_MailUS/status/2008903817341931618

    https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse

    https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges

    https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121


    Howard Lutnick: How America Can Hit 6% GDP Growth in 2026 Jan 09, 2026
    Show notes

    (0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story

    (2:24) Chamath intros Secretary Lutnick

    (7:28) Full scope of the Commerce Department

    (12:59) How Trump's tariff agenda was planned and executed, how it's going

    (19:50) US-Japan trade deal, China's chaos-to-prowess strategy

    (36:54) Why the India deal has not yet happened

    (43:48) Pharma deals, lowering costs for Americans

    (53:28) Focus on fraud, immigration, gold cards

    (1:03:48) GDP: Could we see 5 or 6% growth in 2026?

    (1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal

    Follow Secretary Lutnick:

    https://x.com/howardlutnick

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    https://x.com/theallinpod

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    Follow on TikTok:

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    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


    Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026 Jan 08, 2026
    Show notes

    (0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst)

    (2:52) The pace of innovation and why VC's are buying hospitals

    (9:30) CFOs vs CIOs and unlocking growth

    (20:46) The job market and why graduates aren't getting hired

    (27:33) Why education is broken

    (40:03) Tech time capsule

    Follow Hemant Taneja:

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    Follow Bob Sternfels:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect


    Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal Dec 31, 2025
    Show notes

    (0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota

    (3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story

    (16:36) Why this fraud story is resonating, why the national press initially avoided it

    (30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go?

    (49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme

    (1:09:06) CA's wealth tax: normalizing the seizure of private property

    (1:33:56) Chamath breaks down the $20B Groq-Nvidia deal

    Follow Nick Shirley:

    https://x.com/nickshirleyy

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    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/nickshirleyy/status/2004642794862961123

    https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944

    https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html

    https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes

    https://x.com/EricLDaugh/status/2005410646603473256

    https://x.com/kevinkileyca/status/2006053056660541840

    https://x.com/chamath/status/2006087862492582084

    https://x.com/C_3C_3/status/2005722313795440956

    https://x.com/OliLondonTV/status/2005988021946999166

    https://x.com/tomhennessey69/status/2005556784228909441

    https://x.com/WallStreetApes/status/2005849513676923358

    https://x.com/MarioNawfal/status/2005179409465299219

    https://dcyf.mn.gov/programs-directory/child-care-assistance-program

    https://x.com/susancrabtree/status/2006079778873565541

    https://x.com/chamath/status/2005386348169953607

    https://x.com/aaronburnett/status/2003874734661161064

    https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken

    https://x.com/realdailywire/status/2006122428196442388

    https://x.com/rightanglenews/status/2006375449404866720

    https://www.auditor.ca.gov/reports/2025-601/


    All-In x Kill Tony: A Hilarious Holiday Special Dec 24, 2025
    Show notes

    (0:00) Intro!

    (2:47) Tony Hinchcliffe roasts the Besties

    (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe

    (36:03) The Besties play Kill Tony!

    (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more

    Thanks to our partners for making this happen!

    IREN: https://iren.com

    OKX: https://okx.com

    Google Cloud: https://cloud.google.com

    Follow Tony:

    https://www.youtube.com/@killtony

    https://x.com/TonyHinchcliffe

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    https://x.com/chamath

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    https://x.com/friedberg

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    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 Dec 22, 2025
    Show notes

    (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

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    Follow on X:

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    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


    Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026? Dec 19, 2025
    Show notes

    (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:

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    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


    Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes Dec 13, 2025
    Show notes

    (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

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    https://x.com/friedberg

    Follow on X:

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    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


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