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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 intros John Martinis, the 2025 recipient of the Nobel Prize in Physics
 
(0:43) John's history, how he got into physics
 
(4:54) Explainer on quantum mechanics
 
(22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize
 
(30:37) Understanding qubits, the state of quantum computing, and the impact of AI
 
(40:56) US vs China in quantum, reactions to winning the Nobel Prize
 
Learn more about the 2025 Nobel Prize in Physics:
 
https://www.nobelprize.org/prizes/physics/2025/summary
 
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

Nobel Prize in Physics Winner: John Martinis on the State of Quantum

(0:00) Bestie intros!
 
(1:02) CA Billionaire Tax
 
(17:00) Major NBA gambling scandal
 
(29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans
 
(49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists"
 
(1:03:54) Study shows AI bias
 
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.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election
 
 https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand
 
 https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats
 
 https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html
 
 https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf
 
https://x.com/MovieTimeDev/status/1968107643643498744
 
 https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg
 
https://x.com/SawyerMerritt/status/1981119824991322553
 
 https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html
 
 https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/
 
 https://ogletree.com/insights-resources/blog-posts/10-faqs-about-californias-new-algorithmic-discrimination-rules/
 
 https://www.crowell.com/en/insights/client-alerts/artificial-intelligence-in-employment-update-illinois-requires-notice-and-prohibits-discriminatory-impact-in-use-of-ai
 
 https://www.nytimes.com/live/2025/10/23/nyregion/nba-illegal-gambling-arrests
 
https://x.com/AndrewDBailey/status/1981409771505713650
 
 https://seekingalpha.com/article/4832142-tesla-inc-tsla-q3-2025-earnings-call-transcript
 
https://x.com/shayne_coplan/status/1981016949309239616
 
 https://www.bloomberg.com/news/articles/2025-10-23/polymarket-is-seeking-funding-at-a-valuation-of-up-to-15-billion
 
https://www.google.com/finance/quote/DKNG:NASDAQ?window=1M
 
https://www.google.com/finance/quote/FLUT:NYSE?window=1M

NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage

(0:00) Chamath and Jason welcome Senator Joe Manchin!
 
(4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats
 
(19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president
 
(28:12) Why socialism is on the rise in America, entitlement culture
 
(37:06) Importance of term limits in Congress, Joe's favorite current senators, cascading issues from the loss of bipartisanship
 
(52:25) Breaking the Dem/Rep duopoly by opening up primaries, thoughts on midterms in 2026
 
(57:18) Expectation vs reality for Obama, Trump and Biden presidencies; thoughts on the 2028 election
 
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

Joe Manchin on the Fight for America’s Future: Term Limits, Bipartisanship & the 2028 Election

(0:00) Introducing Jan Sramek
 
(0:51) How California Forever is building America’s next great city
 
Thanks to our partners for making this happen!
 
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
 
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
 
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
 
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
 
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
 
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
 
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
 
Polymarket - The world’s largest prediction market. https://www.polymarket.com/
 
Follow Jan:
 
https://x.com/jansramek
 
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

California Forever: The Startup Building America's Next Great City

(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area
 
(3:35) State of crime in SF, do they need the National Guard?
 
(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?
 
(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history
 
(52:59) AI PR crisis: Recent datacenters get denied
 
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.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html
 
 https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3
 
https://x.com/the_jefferymead/status/1978130345200427334
 
 https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php
 
 https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research
 
 https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961
 
https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e
 
 https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html
 
 https://truthsocial.com/@realDonaldTrump/posts/115351840469973590
 
 https://truthsocial.com/@realDonaldTrump/posts/115350455734003647
 
https://mpmaterials.com/mountain-pass
 
 https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/
 
https://chinapower.csis.org/tracker/china-gdp
 
 https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15
 
 https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan
 
 https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124
 
 https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf
 
 https://nationalinterest.org/feature/can-china-rise-peacefully-10204
 
 https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth
 
 https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/
 
https://www.amazon.com/End-History-Last-Man/dp/0743284550
 
 https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978
 
 https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884
 
https://x.com/balajis/status/1937517664907460980
 
https://x.com/chamath/status/1978584886329082098
 
https://www.datacenterwatch.org/report
 
https://x.com/chamath/status/1977794775148601541

Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation"
 
(0:38) Why he chose this time period
 
(3:22) The setup: what led to the 1929 crash
 
(19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025?
 
(26:21) Role of journalist vs market participant; characters of the 2025 market
 
(30:10) AI's potential 1929-like impact on unemployment
 
(35:16) Why socialism is flaring up now more than it did post-1929
 
(40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act
 
(46:51) Film rights strategy
 
Buy Sorkin's new book:
 
 https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966
 
Follow Andrew Ross Sorkin:
 
https://x.com/andrewrsorkin
 
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.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966
 
 https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up

1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned

(0:00) Introducing Orlando Bravo
 
(1:53) Orlando’s history, Puerto Rico origins, how he got into private equity
 
(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising
 
(9:01) Role of PE in the American economy, public perception, underwriting AI risks
 
(15:23) Deal pricing philosophy, acquiring Boeing’s avionics business
 
(19:24) Thoma Bravo’s operating playbook after acquiring a company
 
(26:16) Thoughts on taking Thoma Bravo public
 
Thanks to our partners for making this happen!
 
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
 
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
 
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
 
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
 
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
 
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
 
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
 
Polymarket - The world’s largest prediction market. https://www.polymarket.com/
 
Follow Orlando Bravo:
 
https://x.com/orlandobravotb
 
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

How Orlando Bravo Built One of the Most Successful Firms in Private Equity

(0:00) Introducing Bryan Johnson
 
(0:46) Bryan takes the audience through a quick biological age test
 
(5:53) The single best longevity hack from all of his research
 
Thanks to our partners for making this happen!
 
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
 
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
 
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
 
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
 
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
 
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
 
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
 
Polymarket - The world’s largest prediction market. https://www.polymarket.com/
 
Follow Bryan Johnson:
 
https://x.com/bryan_johnson
 
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

Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today

(0:00) Introducing Cathie Wood
 
(0:47) Cathie Wood on AI’s once in a lifetime opportunity: doubling GDP, deflation, and more
 
(9:23) Cathie’s bull case for Bitcoin $1M
 
(11:38) Opening up access to innovation for retail
 
(14:32) Cathie explains Ark’s strategies for bull and bear markets
 
(16:01) Thoughts on Elon’s trillion-dollar pay package
 
Thanks to our partners for making this happen!
 
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
 
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
 
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
 
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
 
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
 
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
 
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
 
Polymarket - The world’s largest prediction market. https://www.polymarket.com/
 
Follow Cathie Wood:
 
https://x.com/cathiedwood
 
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

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package

(0:00) Bestie intros: Welcome back Brad Gerstner!
 
(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done
 
(13:27) National Guard sent to Chicago to protect ICE Agents
 
(44:02) OpenAI's deal with AMD, state of the "AI Bubble"
 
(1:05:45) Circular AI deals: cause for concern or no big deal?
 
(1:15:00) What's behind the Gold rally?
 
(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets
 
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://truthsocial.com/@realDonaldTrump/posts/115340993884364431
 
https://x.com/RapidResponse47/status/1972726021196562494
 
https://x.com/JasonJournoDC/status/1976080696209760487
 
 https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22
 
 https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize
 
https://x.com/BillAckman/status/1976307397099471229
 
 https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013
 
 https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228
 
 https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html
 
 https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens
 
https://x.com/libsoftiktok/status/1965294885373947928
 
https://x.com/CollinRugg/status/1972716966831120601
 
https://x.com/unlimited_ls/status/1975302286969631204
 
 https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101
 
 https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/
 
 https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts
 
 https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461
 
https://x.com/wallstreetapes/status/1976030014614421936
 
https://x.com/ericldaugh/status/1976020869752508907
 
https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42
 
 https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html
 
 https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html
 
 https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545

Joe Manchin on the Fight for America’s Future: Term Limits, Bipartisanship & the 2028 Election

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