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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:
    Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing Sep 29, 2025
    Show notes

    (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

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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


    H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law Sep 27, 2025
    Show notes

    (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

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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://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


    Eric Schmidt on AI, the Battle with China, and the Future of America Sep 24, 2025
    Show notes

    (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:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg


    Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire Sep 19, 2025
    Show notes

    (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


    Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money Sep 18, 2025
    Show notes

    (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


    Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement Sep 17, 2025
    Show notes

    (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:

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    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg


    The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities Sep 16, 2025
    Show notes

    (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

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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


    Tulsi Gabbard on Russiagate Hoax Evidence and How She's Reforming Politicized Intelligence Agencies Sep 15, 2025
    Show notes

    (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:

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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


    Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future Sep 15, 2025
    Show notes

    (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


    Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit Sep 12, 2025
    Show notes

    (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


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