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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:

Travis Kalanick & Michael Dell Live from Austin, Texas Mar 17, 2026

Show notes

(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on

(5:52) How to automate the physical world, markets to go after

(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race

(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California

(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War

(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders

(43:46) Dell's $50B AI infrastructure bet

(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids

This podcast was recorded LIVE at Arena Hall in Austin, Texas.

Thanks to our partners for making this event possible!:

EY:

Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW.

Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey

Forge Global:

We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms.

Learn more here: https://forgeglobal.com/who-we-serve/private-companies/

De'Longhi

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Polymarket

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare Mar 13, 2026

Show notes

(0:00) The Besties welcome Brad Gerstner!

(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms

(19:18) Off ramp strategies, Gulf state involvement, the China angle

(27:05) Anthropic and OpenAI scaling revenue faster than any company ever

(46:11) AI's PR disaster, open source's future

(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami

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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.google.com/finance/quote/BZW00:NYMEX

https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5

https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de

https://polymarket.com/event/us-forces-enter-iran-by

https://x.com/altcap/status/2029223717356879931

https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c

https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26

https://x.com/sentdefender/status/2031827082934665293

https://polymarket.com/event/balance-of-power-2026-midterms

https://polymarket.com/event/march-inflation-us-annual

https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de

https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic

https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology

https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b

https://x.com/WallStreetMav/status/2032115119879045512

https://x.com/TheChiefNerd/status/2032012809433723158

https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196

https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025

https://x.com/DrTechlash/status/2030734402339365220

https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms

https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/

https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363

https://x.com/chamath/status/2032135944284094910

https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed

https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025

https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families

Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets Mar 11, 2026

Show notes

(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig

(0:53) Atkins on how US markets have changed over his 40 year career

(3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules

(8:16) AI trading bots, autonomous hedge funds, and investing with leverage

(15:30) Ending the "Turf War" between the SEC and CFTC, super app vision

(19:15) Prediction markets, insider trading, gray area

(26:56) Trump advocates for changing quarterly earnings to bi-annual

(30:30) Changing the accreditation rules a priority for 2026

(34:56) HFT firms that dominate the futures markets, swap reporting

(40:36) VC fund formation

(46:18) US markets vs the world, crypto classification

(52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis

SEC Chair Paul Atkins:

https://x.com/SECPaulSAtkins

CFTC Chair Michael Selig:

https://x.com/ChairmanSelig

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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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland Mar 09, 2026

Show notes

(0:00) The Besties welcome legendary Harvard professor Graham Allison

(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security

(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects

(21:07) Israel: Is Netanyahu destroying Israel's democracy?

(24:28) China: Taiwan invasion, trade, and Trump's April meeting

(39:50) Greenland: Importance, deal scenarios, EU socialism angle

(48:58) Nuclear proliferation: 80-80-9 framework explained

(56:20) Rising socialism in America: wealth inequality and political risk

Thanks to our partner Airwallex!

Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

https://airwallex.com/allin

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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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom Mar 07, 2026

Show notes

(0:00) Jason intros Prince Reza Pahlavi

(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return

(8:53) Trump's surrender conditions, core principles, role in transition and potential leadership

(17:14) Thoughts on the people and spirit of Iran

(21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East

(33:59) Future leader and government of Iran, plan for transition

Follow Reza Pahlavi:

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Follow Shervin:

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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

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael Mar 06, 2026

Show notes

(0:00) The Besties welcome Under Secretary of War Emil Michael

(2:30) US war with Iran: Bigger picture and why now?

(13:16) Trump's new approach to warfare, AI, drones, rules of engagement

(28:39) Israel's role in the conflict, relationship with the US, Iron Beam

(37:24) Oil prices, Trump's maritime insurance play

(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk

(1:02:03) How to value Anthropic after its supply chain risk designation

(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

Follow Emil Michael:

https://x.com/USWREMichael

https://x.com/emilmichael

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:

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/2029584905831891069

https://polymarket.com/event/us-forces-enter-iran-by

https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

https://x.com/chamath/status/2029416079781736844

https://x.com/USWREMichael/status/2029539950962626734

https://x.com/addyosmani/status/2029372736267805081

https://github.com/googleworkspace/cli

https://x.com/chamath/status/2029634071966666964

https://www.lloyds.com/about-lloyds/history/lloyds-buildings

https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk

https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome Mar 03, 2026

Show notes

(0:00) Friedberg Introduces Ray Dalio

(1:29) 5 Forces That Will Decide America's Future

(7:26) Why Government Reform Is Nearly Impossible

(11:19) Gold vs. Bitcoin

(28:16) What Economists Got Wrong About Tariffs

(41:11) Is America Heading Towards Collapse?

Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business account, payments, treasury, and spend management to embedded finance.

Check it out: https://airwallex.com/allin

Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next.

Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse.

Follow Ray Dalio:

https://x.com/RayDalio

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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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot Feb 28, 2026

Show notes

(0:00) Bestie intros

(1:22) Claude's hit list, SaaS crash, and Citrini's AI letter

(30:39) Why Doomer narratives are more popular, valuable new AI jobs

(40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition?

(52:13) State of the Union reactions

(1:03:58) Science Corner: Cure for blindness via Yamanaka Factors?

(1:10:17) SCOTUS strikes down tariffs, Trump pivots

Apply for Liquidity:

https://allinliquidity.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.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124

https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c

https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble

https://x.com/chamath/status/2027077786503164260

https://www.citriniresearch.com/p/2028gic

https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report

https://x.com/TurnerNovak/status/2026332990914101699

https://x.com/anistotle_/status/2026306126674108788

https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the

https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion

https://www.derekthompson.org/p/nobody-knows-anything

https://x.com/kalshi/status/2027040345419129166

https://x.com/StockMarketNerd/status/2019837212515528730

https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/

https://x.com/DavidSacks/status/2027087693327237251

https://x.com/levie/status/2026885050411745491

https://x.com/typesfast/status/2026998028222013679

https://x.com/cboyack/status/2021647373571862952

https://x.com/chamath/status/2025369318696124859

https://x.com/pat_hedger/status/2026742424471560636

https://x.com/SemiAnalysis_/status/2026719180284666046

https://x.com/WesternLensman/status/2024661247296172486

https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable

https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30

https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files Feb 20, 2026

Show notes

(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey

(1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network

(11:24) Who was Jeffrey Epstein, and what is this story really about?

(34:10) Michael Tracey explains "Epstein Mythology"

(1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein

(1:32:52) Michael Tracey responds to criticism

Follow Saagar:

https://x.com/esaagar

Follow Michael:

https://x.com/mtracey

Follow Kevin:

https://x.com/kevinnbass

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/kevinnbass/status/2024276079888732649

https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein

https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties

https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html

https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations

https://x.com/kevinnbass/status/2023941188588290502

https://x.com/kevinnbass/status/2024276084401828260

https://x.com/kevinnbass/status/2023941213951512966

https://x.com/presentwitness_/status/2024522531542356447

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV Feb 13, 2026

Show notes

(0:00) Bestie intros

(0:23) AI updates: On-prem comeback, token budgets surpass salaries

(19:19) Prediction markets: Super Bowl insider trading, how to police?

(28:44) All-In Liquidity: The ultimate investor conference

(32:48) CBO report: Death spiral, growth opportunity, or golden age?

(48:06) State of the economy and US jobs

(1:03:22) Ferrari's fully electric car goes viral

Apply for Liquidity:

https://allinliquidity.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://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3

https://x.com/mattshumer_/status/2021256989876109403

https://x.com/Jason/status/2021272988100984862

https://x.com/chamath/status/2022009107964899755

https://x.com/chamath/status/2021991383327027322

https://lobstertank.co/?v=1

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026

https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/

https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012

https://www.youtube.com/watch?v=SzuvVcH2amc

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://fred.stlouisfed.org/series/FYONGDA188S

https://fred.stlouisfed.org/series/FYFRGDA188S

https://x.com/RealEJAntoni/status/2021608233866027065

https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice

https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens

https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756

https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06

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