All-In with Chamath, Jason, Sacks & Friedberg - TopPodcast.com

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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:

Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO May 24, 2025

Show notes

(0:00) Today's topics and bestie intros!

(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House

(38:15) Google's big week: AI in search, roadmap to diversifying revenue

(46:49) OpenAI acquires Jony Ive's design startup for $6.5B

(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals

(1:15:25) Science Corner: CRISPR breakthrough!

(1:23:02) How increased energy production could solve America's fiscal problems

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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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.barrons.com/articles/20-year-treasury-bond-auction-bba9d889

https://www.cnbc.com/quotes/US10Y

https://x.com/KobeissiLetter/status/1925253934794342405

https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D

https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/

https://x.com/JessicaBRiedl/status/1925257429408756087

https://www.google.com/finance/quote/BTC-USD

https://www.google.com/finance/quote/GCW00:COMEX

https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493

https://x.com/chamath/status/1925568992959492156

https://x.com/chamath/status/1925590496103342114

https://www.google.com/finance/quote/GOOG:NASDAQ

https://blog.google/products/google-one/google-ai-ultra

https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005

https://x.com/BenGeskin/status/1925579528933372198

https://x.com/DavidSacks/status/1924817118370951238

https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure

Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami May 21, 2025

Show notes

(0:00) The Besties welcome Antonio Gracias!

(0:30) DOGE updates: Government complexity worse than imagined, how to fix it

(9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service

(15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system

(22:12) Fixing immigration in the US

Thanks to our partners for helping make this happen!

Check out OKX: https://www.okx.com

Check out Circle: https://www.circle.com

Follow Antonio:

https://x.com/AntonioGracias

Follow the besties:

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Follow on X:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Sergey Brin, Google Co-Founder | All-In Live from Miami May 20, 2025

Show notes

(0:00) The Besties welcome Sergey Brin!

(0:40) Sergey on his return to Google, and how an OpenAI employee played a role!

(5:58) AI's true superpower and the next jump

(12:23) AI robotics: humanoids and other form factors

(17:07) Future of foundational models and open-source

(19:59) Human-computer interaction in the age of AI

(31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

Check out OKX: https://www.okx.com

Check out Circle: https://www.circle.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:

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/TheZachEffec

Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro May 17, 2025

Show notes

(0:00) The Besties welcome Ben Shapiro!

(1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament

(7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East"

(35:18) US-China deal: is the tide turning on tariffs?

(46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral

(1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others

(1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention?

Follow Ben Shapiro:

https://x.com/benshapiro

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 Instagram:

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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

Referenced in the show:

https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar

https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia

https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east

https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment

https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html

https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html

https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12

https://www.cnn.com/2019/07/02/politics/donald-trump-dictators-kim-jong-un-vladimir-putin

https://newrepublic.com/post/185836/trump-brags-dictators-orban-debate-harris

https://www.cnbc.com/quotes/US30Y

https://www.politico.com/live-updates/2025/05/14/congress/the-titanic-johnson-predicts-houses-big-beautiful-reconciliation-bill-will-sink-in-the-senate-00348310

https://fred.stlouisfed.org/series/GFDEBTN

https://fred.stlouisfed.org/series/GFDEGDQ188S

https://www.nytimes.com/2025/05/12/opinion/josh-hawley-dont-cut-medicaid.html

https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-put-american-patients-first-by-lowering-drug-prices-and-stopping-foreign-free-riding-on-american-pharmaceutical-innovation/

Sundar Pichai, CEO of Alphabet | The All-In Interview May 16, 2025

Show notes

(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai

(2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user

(15:32) Infrastructure advantage, foundational model differentiation

(25:08) Future of human-computer interaction, hardware, competitive landscape in AI

(35:29) Energy constraints in AI

(41:20) Google's progress in quantum computing and robotics

(47:56) Culture, coddling, and talent recruitment in the age of AI

(56:50) Does he consider Alphabet a holding company searching for Google's next $100B business?

Follow Sundar:

https://x.com/sundarpichai

Follow the besties:

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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

Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World May 09, 2025

Show notes

(0:00) The Besties intro Philippe Laffont!

(2:12) Miami F1 Recap!

(12:10) Fed holds rates steady on tariff uncertainty

(32:47) Google drops after Apple sees fall in search queries on Safari

(56:48) Creating a new Mag 7

(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor

Follow Philippe Laffont:

https://x.com/plaffont

Follow the besties:

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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

Referenced in the show:

https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114

https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm

https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price

https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout

https://blog.google/products/search/statement-press-reports-about-search-traffic

https://x.com/EconomyApp/status/1915501252420784499

https://x.com/Similarweb/status/1920026287625658628

https://openai.com/index/leadership-expansion-with-fidji-simo

https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf

https://stockanalysis.com/ipos/statistics

Doug Burgum, Secretary of the Interior | All-In DC May 06, 2025

Show notes

(0:00) David Friedberg introduces Secretary Doug Burgum

(2:11) Burgum's background and how it led to his role in the administration

(10:56) The state of American energy and how we got here

(22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance

(34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt

(42:25) Mining, overseeing the EPA, aligning agencies with outcomes

Follow Secretary Burgum:

https://x.com/SecretaryBurgum

Follow the besties:

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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:

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

Brooke Rollins, Secretary of Agriculture | All-In DC May 04, 2025

Show notes

(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins!

(1:32) How she ended up in Trump's two administrations, history of the USDA

(16:56) Trump's first 100 days, what needs to be reformed in the USDA

(21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration

(30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background

(34:33) State of US farming in 2025, labor costs, opening up new markets, and more

(42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation

Follow Secretary Rollins:

https://x.com/SecRollins

https://x.com/BrookeLRollins

Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

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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

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down May 02, 2025

Show notes

(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!

(4:05) Is Sacks back?

(8:19) Reflecting on Trump's first 100 days

(28:16) Global trade disruption, how businesses are dealing with tariffs

(49:14) Amazon flip-flops on its tariff pricing feature, national security issues

(1:04:13) AI agents, 1,000,000X'ing AI, and more

Follow Aaron Levie:

https://x.com/levie

Follow Ryan Petersen:

https://x.com/typesfast

Follow the besties:

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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:

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://en.wikipedia.org/wiki/OODA_loop

https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146

https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html

https://x.com/Molson_Hart/status/1915248938753392642

https://x.com/SecScottBessent/status/1917697018551754802

https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html

https://x.com/chamath/status/1908239828283777393

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://manus.im

https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery Apr 26, 2025

Show notes

(0:00) The Besties intro Andrew Ross Sorkin

(2:04) Market bump: Trump rally or a Bessent put?

(18:04) Are tariffs damaging the American "brand"? Apple's investment in India

(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea

(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem

(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE

(1:18:35) Science Corner: China's Thorium Breakthrough

Follow Andrew:

https://x.com/andrewrsorkin

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:

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.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D

https://x.com/nic__carter/status/1909066161464959070

https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html

https://x.com/TheTranscript_/status/1915116330534998440

https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372

https://truthsocial.com/@realDonaldTrump

https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html

https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev

https://x.com/EconomyApp/status/1915501252420784499

https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech

https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025

https://doge.gov/savings

https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet

https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty

https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28

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