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All-In with Chamath, Jason, Sacks & Friedberg — 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.

Latest Episodes:

Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding Sep 10, 2025

Show notes

(0:00) Introducing Elon Musk, and reflecting on his DOGE experience

(2:47) Optimus: Progress and potential, the "hands problem"

(12:20) Tesla: AI5 chips, impact on FSD

(16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update

(26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, "Grokipedia"

(31:29) Evolving alongside AI, implosion of the West, the religion vacuum

(37:36) Understanding the universe, going to the Moon, what happens on Mars?

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 Elon:

https://x.com/elonmusk

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win Sep 09, 2025

Show notes

(0:00) Introducing Palantir CEO Alex Karp

(1:10) Understanding Palantir's fans and haters

(8:40) Palantir's work at the border, data collection and surveillance, built-in protections

(20:02) Israel/Palestine

(22:23) Is the West committing suicide?

(30:54) Antisemitism

(31:52) China's strategy, dealing with cartels

(36:46) Why modern Progressivism is not progressive

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 the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025 Sep 09, 2025

Show notes

(0:00) Introducing Adena Friedman

(1:16) Nasdaq's business, expanding beyond a stock exchange

(2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule

(7:21) How the IPO market can change to help companies go public faster

(13:37) Evolution of markets: predictions, options, SPVs, secondaries

(18:18) State of the stock market, role at the NY Fed, data issues at the Fed

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 Adena:

https://x.com/adenatfriedman

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

How to Save America: Mark Cuban and Tucker Carlson Debate | All-In Summit 2025 Sep 09, 2025

Show notes

(0:00) Introducing Mark Cuban, sadness over Luka Doncic

(2:38) America's broken healthcare system

(15:16) State of the two-party system

(19:24) Introducing Tucker Carlson

(20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left?

(24:27) How to make Americans believe in America again

(34:12) AI job displacement

(39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder

(52:54) Antisemitism and Israel

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 Mark Cuban:

https://x.com/mcuban

Follow Tucker Carlson:

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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

Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025 Sep 08, 2025

Show notes

(0:00) Introducing Secretary Wright

(1:09) Nuclear, China's approach

(4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind

(11:32) Debating renewables vs nat gas and coal

(18:40) Chamath's energy framework

(21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development

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 Secretary Wright:

https://x.com/SecretaryWright

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

Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust Sep 07, 2025

Show notes

(0:00) Bestie intros

(0:52) Behind the scenes of the White House Tech Dinner!

(28:39) Tariff showdown headed to the Supreme Court

(42:44) Other Trump Administration legal battles

(46:58) Weak jobs report: what is the state of the economy?

(57:52) Google avoids worst-case scenario in antitrust case

Follow the besties:

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Follow on TikTok:

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Follow on LinkedIn:

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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/EdLudlow/status/1963763066988110177

https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance

https://www.youtube.com/watch?v=opn9soJ5TYM&t=11s

https://truthsocial.com/@realDonaldTrump/posts/115119151783895076

https://www.congress.gov/bill/94th-congress/house-bill/3884

https://www.cbo.gov/publication/61697

https://x.com/tkl_adam/status/1963961233368924464

https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve

https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html

https://polymarket.com/event/us-recession-in-2025?tid=1757216927232

https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4

Senator Rand Paul: Tariffs, Debt, China, and a Warning for America Sep 05, 2025

Show notes

(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first

(3:56) Career Change: Medicine to Politics

(7:03) Political Philosophy

(10:55) Trade Policy & Economic Impact

(15:52) Consequences of Tariffs

(20:43) Voting Against the One Big Beautiful Bill

(27:52) AI & the Economy

(35:10) Our Fragile Financial System

(41:22) Government Employment & Appropriate Spending

(48:18) COVID Cover Up & Dangers of Gain-of-function Research

(1:01:00) Relations with China

(1:05:52) Political Future

Follow Senator Paul:

https://x.com/senrandpaul

Check out Deception: The Great Covid Cover-Up:

https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130

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

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough Aug 29, 2025

Show notes

(0:00) Bestie intros: The Moose is loose at J-Cal Ranch!

(0:46) All-In Summit updates, Jason's new program

(9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like?

(36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security?

(51:37) US Sovereign Wealth Fund

(58:41) Why corporate bankruptcies are trending up in 2025

(1:12:12) OpenAI's novel LLM-based approach to longevity research

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship application:

http://bit.ly/4kyZqFJ

Get The Besties All-In Tequila:

https://tequila.allin.com

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

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Follow on Instagram:

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Follow on TikTok:

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Follow on LinkedIn:

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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://www.mena.launch.co

https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841

https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html

https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud

https://truthsocial.com/@realDonaldTrump/posts/115092130707196133

https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push

https://www.cnbc.com/2021/06/10/cpi-may-2021.html

https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent

https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm

https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve

https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation

https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles

https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed

https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high

https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30

https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf

https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion

https://truthsocial.com/@realDonaldTrump/posts/114987288040725570

https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending

https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904

https://x.com/Pavel_Asparagus/status/1960369680457113764

https://demo.trypicnic.com

https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20

https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb

https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences

AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame Aug 22, 2025

Show notes

(0:00) Bestie intros

(1:59) What's new with the All-In Summit

(9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction?

(30:49) Meta's AI hiring freeze: are the AI talent wars slowing down?

(39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee

(54:03) Russia/Ukraine: Trump's two summits, what endgame to expect?

Join us at the All-In Summit:

https://allin.com/summit

Summit scholarship application:

http://bit.ly/4kyZqFJ

Get The Besties All-In Tequila:

https://tequila.allin.com

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

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Follow on Instagram:

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Follow on TikTok:

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Follow on LinkedIn:

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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/autismcapital/status/1958566758719398351

https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo

https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html

https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview

https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html

https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4

https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html

https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html

https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html

https://polymarket.com/event/democratic-presidential-nominee-2028

https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000

https://www.businesswire.com/news/home/20250820615513/en/Statement-from-Marcus-Lemonis-Executive-Chairman-of-Bed-Bath-Beyond

https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx

Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History Aug 20, 2025

Show notes

(0:00) Sacks and Jason welcome Senator Eric Schmitt

(2:34) Biden v. Missouri, uncovering government censorship as Missouri AG

(6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI

(18:44) Behind the Hunter Biden laptop story and COVID censorship

(30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68

(36:38) Russiagate and the Obama intel report on the 2016 Election

(47:15) Russia-Ukraine War, possible peace deal, and US foreign policy

Buy The Last Line of Defense: How to Beat the Left in Court:

https://www.harpercollins.com/products/the-last-line-of-defense-eric-schmitt

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Follow on X:

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Follow on Instagram:

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Follow on TikTok:

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Follow on LinkedIn:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

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