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Lyt når som helst, hvor som helst 

All-In Podcast

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: Recapping recent interviews and the state of American science
 
(3:31) China's Robot Olympics, Optimus update, Grok Bot
 
(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed
 
(33:32) Bessent gets called out by Druckenmiller for bond market interference
 
(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed
 
(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules
 
(1:22:52) Science Corner: Moderna's mRNA cancer vaccine
 
Come hang with the Besties at the All-In Summit | September 13-15:
 
http://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.instagram.com/theallinpod
 
Follow on TikTok:
 
https://www.tiktok.com/@allin
 
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/2026/08/27/nvidia-nvda-q2-earnings.html
 
 https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html
 
 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
 
 https://polymarket.com/event/largest-company-end-of-december-2026
 
https://www.cnbc.com/2026/08/18/treasury-yields-.html
 
 https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html
 
 https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes
 
https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74
 
 https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6
 
 https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

(0:00) Eric Weinstein joins the show!
 
(03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat
 
(21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas
 
(41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos?
 
(52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species?
 
(01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison
 
(01:16:12) China poaches our best scientists, AI reads the trash can corpus
 
 
 
Thanks to our partners for making this possible! 
 
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With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org
 
Follow Eric:
 
https://x.com/ericweinstein
 
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/@allin
 
 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

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

(0:00) Michael Kratsios joins the show!
 
(01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain 
 
(8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses
 
(13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated? 
 
(22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28 
 
(34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American 
 
(44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71
 

 

 
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/@allin
 
 
 
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
 

 

 
#allin #tech #news

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

(00:00) Besties are back!
 
(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash
 
(10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"
 
(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement
 
(56:33) a16z under DOJ investigation over "interlocking directorates"
 
(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag
 
 
 
Come hang with the Besties at the All-In Summit | September 13-15:
 
⁠http://theallinsummit.com⁠ ⁠#AllInSummit⁠
 
 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/@allin
 
 Follow on LinkedIn:
 
 https://www.linkedin.com/company/allinpodIntro
 
 
 
 Music Credit:
 
 https://rb.gy/tppkzl
 
 https://x.com/yung_spielburgIntro
 
 
 
 Video Credit:
 
 https://x.com/TheZachEffect
 
 
 
 #allin #tech #news

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

(0:00) The most controversial company in privacy right now, Flock CEO joins the show!
 
(7:23) License plate data retention: 7 days solves 90% of crimes
 
(13:00) Camera vandalism, felony charges, and privacy concerns
 
(18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired
 
(28:25) AI, drones, facial recognition, and avoiding predictive policing
 
(39:43) Safety is a privilege and who actually needs Flock
 
(45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on
 
 
 
Thanks to our partners for making this possible!
 
 AppLovin Ads is AppLovin's AI advertising platform reaching 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. AppLovin Ads is now open to all advertisers. Sign up at http://applovin.com/ALLIN 
 
Numeral is the trusted solution for U.S. sales tax, VAT, and GST, used by 3,000+ businesses globally. They handle registrations, filings, and tax rates, so you can stay ahead of risk. Learn more at https://www.numeral.com/?utm_source=all-in
 
 
 
Follow Garrett:
 
https://x.com/glangley 
 
 
 
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/@allin 
 
 
 
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 
 
 
 
#allin #tech #news

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

(0:00) Gavin Baker joins the show!
 
(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing
 
(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI
 
(56:41) All-In Summit Speaker Announcements!
 
(58:13) Nvidia's $500B financing plan, how the AI market could fall apart
 
(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers
 
(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy
 
(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B
 
Apply for Summit 2026:
 
https://allin.com/events
 
Follow Gavin:
 
https://x.com/gavinsbaker
 
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.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa
 
https://polymarket.com/event/ipos-before-2027
 
 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026
 
 https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion
 
https://x.com/elonmusk/status/2052069691372478511
 
https://www.meta.com/thefutureisforeveryone
 
https://x.com/Home_of_Fight/status/2086504599444140344
 
https://x.com/JensenHuang/status/2086934705207959965
 
 https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html
 
https://www.google.com/finance/beta/quote/WDAY:NASDAQ
 
 https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X
 
 https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

(0:00) Jason and Friedberg welcome Rahm Emanuel
 
(1:16) Lessons from working with Clinton and Obama
 
(7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan
 
(28:49) Europe: Reasons for the decay of the West
 
(38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans
 
(46:55) National debt, government interference in markets, fixing education
 
(1:09:24) DSA vs Democrats
 
Follow Rahm:
 
https://x.com/RahmEmanuel
 
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/@allin
 
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

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

(0:00) Bestie intros! Brad Gerstner fills in for Chamath
 
(2:16) Major shakeups at Google: AI brain drain or better strategy?
 
(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?
 
(45:44) All-In Summit Speaker Announcements!
 
(48:01) Airtable sells for a 90% discount: SaaSpocalypse?
 
(1:05:56) Chinese AI labs are buying US training data to catch up
 
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://x.com/the_ai_investor/status/2084687703707361429
 
https://x.com/Tesla/status/2085365278276284803

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

(0:00) Saronic founders join the show!
 
(4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1
 
(13:04) $3B destroyers vs. Marauder
 
(21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy
 
(25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?
 
(31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?
 
(36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs
 
Thanks to our partners for making this possible!
 
Creative Planning. As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1
 
Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE
 
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/@allin
 
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

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

(0:00) Bestie intros
 
(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called
 
(20:20) China's advantage and green shoots for the US economy
 
(34:12) Frontier Labs say "SLOW DOWN AI"
 
(1:01:15) Why are frontier labs "burning books"?
 
(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"
 
(1:24:44) Science Corner: Understanding and mapping the brain
 
Apply for All-In 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/@allin
 
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/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
 
 https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b
 
https://polymarket.com/event/fed-decision-in-september-762
 
https://situational-awareness.ai
 
https://www.cnbc.com/quotes/US30Y
 
https://x.com/nicolasfulghum/status/2082083884578050299
 
 https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321
 
https://www.pacingthefrontier.com/
 
 https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html
 
 https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive
 
 vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28
 
https://www.google.com/finance/beta/quote/ASML:NASDAQ
 
 https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
 
https://polymarket.com/event/ipos-before-2027
 
 https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027
 
https://x.com/v_nefodov/status/2082927219224060043
 
 https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20
 
https://punchbowl.news/article/tech/thune-anthropic
 
 https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae
 
https://x.com/OpenAI/status/2082577277246972300
 
 https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter
 
https://x.com/Jason/status/2082577230941557068
 
 https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material
 
 https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop
 
https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s
 
https://arxiv.org/pdf/2602.16417

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

Lyt når som helst, hvor som helst

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