Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
(0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse Follow Bill Gurley: https://x.com/bgurley Apply for Summit 2026: https://allin.com/events 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://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html https://www.youtube.com/watch?v=ORFrdYSvzuw https://rdad.org https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf https://www.youtube.com/watch?v=0GaKJ4Fp2x4 https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace https://darioamodei.com/essay/machines-of-loving-grace https://x.com/chamath/status/2059850242779136031 https://x.com/vivekgaripalli/status/2059651390784344491 https://x.com/edzitron/status/2059122774401311095 https://p3institute.substack.com/p/from-open-source-software-to-open https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad https://x.com/Polymarket/status/2060034216906068131 https://x.com/savipww/status/2060070450785305030 https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes? Follow Gavin Baker: https://x.com/GavinSBaker Apply for Summit 2026: https://allin.com/events 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://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html https://github.com/karpathy/autoresearch https://github.com/multica-ai/andrej-karpathy-skills/stargazers https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4 https://x.com/i/broadcasts/1dxYljYVREYJX https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459 https://x.com/wallstengine/status/2057378437485216031 https://x.com/MorePerfectUS/status/2056842597117636890 https://x.com/lulumeservey/status/2057239284487201043 https://polymarket.com/event/spacex-ipo-closing-market-cap-above https://x.com/elonmusk/status/2057228707606196434 https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606 https://polymarket.com/event/may-inflation-us-annual https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html https://polymarket.com/event/fed-rate-hike-in-2026 https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html https://www.cnbc.com/quotes/US10Y
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026 (1:11:40) Anthropic goes after "Dark SPVs" Follow Marc Benioff: https://x.com/Benioff Save Scooter the Dog: https://animalcare.lacounty.gov https://www.instagram.com/reels/DYJZFn0R6oY Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg https://x.com/altcap 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://polymarket.com/event/will-china-invade-taiwan-before-2027 https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027 https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html https://www.instagram.com/reels/DYJZFn0R6oY https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html https://www.youtube.com/watch?v=KO53gwuqZUQ https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/ https://x.com/thinkymachines/status/2053938892152435174 https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams
Charles & Chase Koch on How They Quietly Built a $150B Empire
(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures, Creative Destruction & Learning from Mistakes (19:22) Culture & Principle-Based Management (33:53) Georgia-Pacific Acquisition & Culture Transformation (56:17) Stand Together: Education Reform & Social Change (1:12:37) AI, Economic Challenges & the Future of Capitalism Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin 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
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About (28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild (52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again (56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight (1:04:22) His 8-Year Vision Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin Follow Spencer: https://x.com/spencerpratt 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/spencerpratt/status/2049497051793412557?s=20
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg https://x.com/altcap 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/WallStreetApes/status/2052413443739951366 https://www.anthropic.com/news/higher-limits-spacex https://x.com/elonmusk/status/2052073463029055926 https://x.com/shaunmmaguire/status/2052075296002625942 https://x.ai/news/anthropic-compute-partnership https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html https://x.com/SusieWiles47/status/2052192419718783246 https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf https://x.com/ahall_research/status/2052042535661691282 https://x.com/SenSanders/status/2052116733683470556
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience Apply for Summit 2026: https://allin.com/events 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://www.instagram.com/missthingthepod https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 https://polymarket.com/event/ipos-before-2027 https://x.com/aakashgupta/status/2049723185617412550 https://arxiv.org/pdf/1803.03635 https://x.com/AISecurityInst/status/2049868227740565890 https://x.com/ns123abc/status/2049527702076449244 https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28 https://x.com/ns123abc/status/2049527702076449244 https://www.google.com/finance/quote/CSCO:NASDAQ https://x.com/chamath/status/2049864100143104420 https://x.com/zerohedge/status/2049895327566561683 https://x.com/lifeof_jer/status/2048103471019434248 https://x.com/levie/status/2049163935182733396 https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma) (44:50) Why CA Schools Spend the Most but Get the Worst Results (50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist (1:01:34) Can a Republican Actually Win California? Follow Steve: https://x.com/SteveHiltonx 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
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people Apply for Summit 2026: https://allin.com/events 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://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges https://polymarket.com/event/will-spacex-acquire-cursor https://polymarket.com/event/spacex-ipo-by https://x.com/ttunguz/status/2046815725285945820 https://x.com/elonmusk/status/2032201568335044978 https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22 https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia https://x.com/Benioff/status/2044981547267395620 https://www.apple.com/leadership/john-ternus https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness https://polymarket.com/event/next-ceo-of-apple https://x.com/joecarlsonshow/status/2046349686253265302 https://x.com/nickshirleyy/status/2043756610955423782 https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and https://www.justice.gov/opa/media/1437146/dl https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege https://x.com/nickshirleyy/status/2043756610955423782 https://www.nature.com/articles/s41591-026-04342-5
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2 Apply for Summit 2026: https://allin.com/events Follow Travis: https://x.com/travisk 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://www.texastribune.org/2025/01/22/austin-texas-rents-falling https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html https://polymarket.com/event/gpt-5pt5-released-on https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982 https://x.com/RihardJarc/status/2044725910566220095 https://x.com/RoundtableSpace/status/2041897604708233650 https://x.com/chamath/status/2043811625967530056 https://x.com/pmarca/status/2042742413098450998 https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0 https://x.com/zerohedge/status/2043520934930239860 https://x.com/APompliano/status/2041946174677217733 https://x.com/IAPolls2022/status/2041589297489305717 https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009 https://x.com/great_martis/status/2044454944808571015 https://x.com/GlobalMktObserv/status/2044059352466690501 https://x.com/mattcerminaro/status/2044546097230626819 https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517 https://x.com/JoeBiden/status/1815080881981190320 https://x.com/TimRunsHisMouth/status/1815088017847333273 https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap 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://www.youtube.com/watch?v=INGOC6-LLv0 https://openai.com/index/better-language-models https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf https://x.com/steipete/status/2040811558427648357 https://x.com/juliusai/status/2041292301234999668 https://polymarket.com/event/ipos-before-2027 https://www.google.com/finance/quote/IGV:BATS https://polymarket.com/event/anthropic-ipo-closing-market-cap-119 https://truthsocial.com/@realDonaldTrump/posts/116351998782539414 https://truthsocial.com/@realDonaldTrump/posts/116363336033995961 https://truthsocial.com/@realDonaldTrump/posts/116365796713313030 https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are getting wrong on business (20:17) 2024 Democratic collapse, future of the party, socialist wing (38:12) How Congress has become "pathetic," political corruption (47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War Follow Gov. Shapiro: https://x.com/GovernorShapiro 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
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin. Follow Trae: https://x.com/traestephens Follow Shyam: https://x.com/ssankar 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
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
(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 Follow Brad: https://x.com/altcap Take the survey: https://allin.com/survey Apply for Liquidity: https://allinliquidity.com Apply for Summit: https://theallinsummit.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.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/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
(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: 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
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
(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: 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
Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
(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: https://x.com/PahlaviReza Follow Shervin: https://x.com/shervin 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
Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael
(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: 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/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
(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: 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
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
(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
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
