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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) 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
 
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https://x.com/ssankar
 
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https://x.com/Jason
 
https://x.com/DavidSacks
 
https://x.com/friedberg
 
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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) Bestie intros!
 
(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
 
(21:00) 2026 IPO explosion, OpenAI down round?
 
(36:33) Iran War costs, fertilizer crisis, downstream impacts
 
(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran
 
(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react
 
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
 
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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/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals
 
https://companiesmarketcap.com
 
https://www.youtube.com/watch?v=Tf_UjBMIzNo
 
 https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549
 
https://polymarket.com/event/ipos-before-2027
 
 https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot
 
https://x.com/DrewPavlou/status/2038967293343096896
 
https://polymarket.com/event/us-x-iran-ceasefire-by
 
https://polymarket.com/event/us-forces-enter-iran-by
 
https://tradingeconomics.com/commodity/urea
 
 https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
 
 https://polymarket.com/event/march-inflation-us-annual-higher-brackets
 
https://www.instagram.com/reels/DWhj1SrjvTU
 
https://www.youtube.com/@ElishaLong

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

(0:00) Bestie intros!: Friedberg for Governor of California?
 
(2:25) Anthropic's generational run
 
(15:45) OpenAI: getting focused or panic mode?
 
(36:56) AI valuation impacts, moats, and disruption
 
(43:58) Liquidity speaker announcements, the 100x AI moment
 
(50:35) Two landmark social media verdicts against Meta
 
(1:12:46) Sacks and Friedberg join PCAST!
 
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://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751
 
 https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
 
 https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23
 
 https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival
 
https://x.com/LauraLoomer/status/2037111057701818519
 
https://x.com/chamath/status/2033385903520129161
 
https://x.com/TheIcahnist/status/2036902492080837015
 
https://www.google.com/finance/quote/GOOG:NASDAQ
 
https://www.google.com/finance/quote/LVMUY:OTCMKTS
 
https://x.com/cryptopunk7213/status/2023572182090109380
 
 https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS
 
https://x.com/Vjay031/status/1985631799448662441
 
 https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

(0:00) David Friedberg intros Bryan Johnson
 
(0:54) Why Bryan Johnson did 5-MeO-DMT
 
(12:56) What brain scans actually show
 
(18:36) Psychosis, bad trips, and life-altering decisions
 
(26:23) The next frontier: organoids and gene therapy
 
(33:26) GLP-1s, abundance, and human optimization
 
(35:35) The longevity drug nobody's talking about?
 
Thanks to our partner for making this happen!
 
The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at https://www.eightsleep.com/allin for up to $350 off.
 
Follow Bryan:
 
https://x.com/bryan_johnson
 
https://www.youtube.com/BryanJohnson
 
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

Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like

(0:00) Intro live from Nvidia GTC
 
(0:37) CoreWeave CEO, Michael Intrator
 
(32:58) Perplexity CEO, Aravind Srinivas
 
(1:07:11) Mistral CEO, Arthur Mensch
 
(1:18:57) IREN CEO, Daniel Roberts
 
Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
 It all happens at the NYSE - https://nyse.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
 
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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

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

(0:00) Matt Mahan: Why He's Running for Governor
 
(1:51) How California Went From Bad to Worse
 
(12:05) Public Sector Unions & Lobbying in Sacramento
 
(19:05) California's Housing Crisis: Regulation & Fees
 
(34:52) California Energy Crisis: Gas Taxes & Green Policy
 
(43:57) The $1 Trillion Pension Time Bomb
 
(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism
 
(1:09:14) Immigration Reform: ICE & the Path to Legal Status
 
 
 
Follow Matt Mahan:
 
https://x.com/MattMahanSJ?lang=en
 https://www.instagram.com/mattmahansj/
 
https://www.tiktok.com/@mattmahansj 
 
 
 
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:
 
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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/TheZachEffect
 
 
 
#allin #tech #news

How Matt Mahan Thinks He Can Save California

(0:00) Jensen Huang joins the show!
 
(0:26) Acquiring Groq and the inference explosion
 
(8:53) Decision making at the world's most valuable company
 
(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing
 
(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes
 
(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future
 
(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact
 
(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions
 
(47:32) Datacenters in space, AI healthcare, Robotics
 
(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat
 
(59:04) Advice to young people on excelling in the AI era
 
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

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts
 
(1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans
 
(11:42) Iran exit strategy, NATO allies bail on the US
 
(17:42) Israel's influence, AIPAC, growing anti-Israel sentiment
 
(20:16) SAVE Act, why he supports voter ID but not this bill, election fraud
 
(26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border
 
(32:49) Debt death spiral, government fraud
 
(37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture
 
Follow Sen. Fetterman:
 
https://x.com/SenFettermanPA
 
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:
 
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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/TheZachEffect

John Fetterman: The Rogue Democrat Who Broke Party Ranks

(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
 
Athena
 
Polymarket

Travis Kalanick & Michael Dell Live from Austin, Texas

(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

How Matt Mahan Thinks He Can Save California

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