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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) David Friedberg introduces Adam Carolla!
 
(1:32) Palisades Fire one year out: the rebuilding crisis in LA
 
(7:39) Gyno-fascism and safety culture
 
(15:49) Media bias and gender dynamics
 
(28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"
 
(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?
 
(51:23) Who should be California's next governor?
 
(58:04) Big Tech, AI, and the 2028 Election
 
When you need a partner trusted by millions, there's one platform for all business - PayPal Open.
 
Grow today at https://www.paypal.com/us/business.
 
Loans subject to approval and available locations.
 
Follow Adam:
 
https://x.com/adamcarolla
 
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

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

(0:00) California exodus, asset seizure tax, Besties to Austin?
 
(12:27) Biggest Political Winner
 
(17:45) Biggest Political Loser
 
(32:15) Biggest Business Winner
 
(40:51) Biggest Business Loser
 
(49:34) Biggest Business Deal
 
(56:15) Most Contrarian Belief
 
(1:03:05) Best Performing Asset
 
(1:08:02) Worst Performing Asset
 
(1:15:17) Most Anticipated Trend
 
(1:21:18) Most Anticipated Media
 
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/reidhoffman/status/2009015043258552670
 
 https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html
 
https://x.com/Daily_MailUS/status/2008903817341931618
 
 https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse
 
 https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges
 
 https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121

All-In's 2026 Predictions

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story
 
(2:24) Chamath intros Secretary Lutnick
 
(7:28) Full scope of the Commerce Department
 
(12:59) How Trump's tariff agenda was planned and executed, how it's going
 
(19:50) US-Japan trade deal, China's chaos-to-prowess strategy
 
(36:54) Why the India deal has not yet happened
 
(43:48) Pharma deals, lowering costs for Americans
 
(53:28) Focus on fraud, immigration, gold cards
 
(1:03:48) GDP: Could we see 5 or 6% growth in 2026?
 
(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal
 
Follow Secretary Lutnick:
 
https://x.com/howardlutnick
 
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

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst)
 
(2:52) The pace of innovation and why VC's are buying hospitals
 
(9:30) CFOs vs CIOs and unlocking growth
 
(20:46) The job market and why graduates aren't getting hired
 
(27:33) Why education is broken
 
(40:03) Tech time capsule
 
Follow Hemant Taneja:
 
https://x.com/htaneja
 
Follow Bob Sternfels:
 
https://www.linkedin.com/in/bob-sternfels
 
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

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota
 
(3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story
 
(16:36) Why this fraud story is resonating, why the national press initially avoided it
 
(30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go?
 
(49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme
 
(1:09:06) CA's wealth tax: normalizing the seizure of private property
 
(1:33:56) Chamath breaks down the $20B Groq-Nvidia deal
 
Follow Nick Shirley:
 
https://x.com/nickshirleyy
 
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/nickshirleyy/status/2004642794862961123
 
 https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944
 
 https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html
 
 https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes
 
https://x.com/EricLDaugh/status/2005410646603473256
 
https://x.com/kevinkileyca/status/2006053056660541840
 
https://x.com/chamath/status/2006087862492582084
 
https://x.com/C_3C_3/status/2005722313795440956
 
https://x.com/OliLondonTV/status/2005988021946999166
 
https://x.com/tomhennessey69/status/2005556784228909441
 
https://x.com/WallStreetApes/status/2005849513676923358
 
https://x.com/MarioNawfal/status/2005179409465299219
 
 https://dcyf.mn.gov/programs-directory/child-care-assistance-program
 
https://x.com/susancrabtree/status/2006079778873565541
 
https://x.com/chamath/status/2005386348169953607
 
https://x.com/aaronburnett/status/2003874734661161064
 
 https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken
 
https://x.com/realdailywire/status/2006122428196442388
 
https://x.com/rightanglenews/status/2006375449404866720
 
https://www.auditor.ca.gov/reports/2025-601/

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

(0:00) Intro!
 
(2:47) Tony Hinchcliffe roasts the Besties
 
(15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe
 
(36:03) The Besties play Kill Tony!
 
(50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more
 
Thanks to our partners for making this happen!
 
IREN: https://iren.com
 
OKX: https://okx.com
 
Google Cloud: https://cloud.google.com
 
Follow Tony:
 
https://www.youtube.com/@killtony
 
https://x.com/TonyHinchcliffe
 
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

All-In x Kill Tony: A Hilarious Holiday Special

(0:00) Treasury Secretary Scott Bessent joins the show
 
(0:55) Recapping 2025 and the state of the economy
 
(3:13) Tariffs: Leverage, legal challenges, implementation
 
(15:20) Affordability: inflation, BLS data, interest rates
 
(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates
 
(42:44) Focus on Main Street, taking equity stakes in American companies
 
(50:40) Tax cuts, Trump accounts, economic legacy
 
Follow Secretary Bessent:
 
https://x.com/SecScottBessent
 
Referenced in the show:
 
https://www.international-economy.com/TIE_Sp25_Bessent.pdf
 
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

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

(0:00) Bestie intros!
 
(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI
 
(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?
 
(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?
 
(51:44) Dog Corner!
 
(59:56) China's major AI breakthrough: lithography, impact on the AI race?
 
(1:19:43) Are the rest of the Besties moving to Texas?
 
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/SenSanders/status/2001057004370948131
 
https://x.com/RoKhanna/status/2001733168819319167
 
https://x.com/DavidSacks/status/2001726037848478000
 
https://x.com/DavidSacks/status/2001320789279203694
 
 https://andymasley.substack.com/p/i-cant-find-any-instances-of-data
 
 https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms
 
 https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/
 
https://x.com/DavidSacks/status/1987238502124409321
 
 https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market
 
https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html
 
https://fred.stlouisfed.org/series/CES9091000001
 
 https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/
 
 https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/
 
https://www.nature.com/articles/s41377-025-01923-w

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

(0:00) Tucker joins the besties!
 
(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery
 
(25:40) What's behind the rise of Nick Fuentes and America First?
 
(49:13) Understanding the Anti-AI sentiment
 
(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel
 
Follow Tucker:
 
https://x.com/TuckerCarlson
 
Check out Battalion Metals:
 
https://battalionmetals.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://x.com/chamath/status/1999139689173749835
 
 https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html
 
 https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602
 
 https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes
 
https://x.com/DavidSacks/status/1997843165102100528
 
https://fred.stlouisfed.org/series/LNS14024887
 
 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0

Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

(0:00) Bestie intros
 
(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share
 
(28:14) David Sacks vs. New York Times
 
(51:24) New poverty line, America's slow descent into socialism
 
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:
 
Sacks's AI waiver:
 
 https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf
 
Sacks's Crypto waiver:
 
 https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf
 
 https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f
 
 https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html
 
 https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html
 
 https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html
 
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros
 
3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more
 
30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee
 
43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations
 
Follow the besties:
 
https://twitter.com/chamath
 
https://linktr.ee/calacanis
 
https://twitter.com/DavidSacks
 
https://twitter.com/friedberg
 
Follow the pod:
 
https://twitter.com/theallinpod
 
https://linktr.ee/allinpodcast
 
Intro Music Credit:
 
https://rb.gy/tppkzl
 
https://twitter.com/yung_spielburg
 
Intro Video Credit:
 
https://twitter.com/TheZachEffect
 
Referenced in the show:
 
https://twitter.com/elonmusk/status/1514564966564651008
 
 https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html
 
 https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc.
 
 https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm
 
https://www.google.com/finance/quote/TWTR:NYSE
 
https://twitter.com/DefiantLs/status/1514738236207337477
 
https://twitter.com/jeffjarvis/status/1514578609754812419
 
https://twitter.com/maxboot/status/1514570168730636290
 
https://www.google.com/finance/quote/SPY:NYSEARCA
 
https://www.google.com/finance/quote/TSLA:NASDAQ
 
https://twitter.com/DefiantLs/status/1514738236207337477
 
https://twitter.com/auronmacintyre/status/1514653963408318474
 
https://www.google.com/finance/quote/ATVI:NASDAQ

E76: Elon vs. Twitter

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