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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) Jason and Sacks welcome Microsoft CEO Satya Nadella
 
(1:31) Future of AI copilots and agents, impact on white collar work
 
(8:01) How Microsoft has scaled revenue and profits with flat headcount
 
(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic
 
(12:39) Views on diffusion, how the US tech stack can win globally
 
(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?
 
(26:08) What SaaS adoption looks like in the age of AI
 
Follow Satya:
 
https://x.com/satyanadella
 
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

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(0:00) Bestie intros!
 
(4:18) Iran's breaking point: regime change coming?
 
(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs
 
(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon
 
(35:09) Billionaire backlash in California: Wealth Tax exodus
 
(56:13) Greenland acquisition: Why it's crucial
 
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/khamenei-out-as-supreme-leader-of-iran-by-january-31
 
 https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
 
https://home.treasury.gov/news/press-releases/sb0364
 
 https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
 
https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0
 
 https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4
 
 https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f
 
https://x.com/chamath/status/2011486582386106387
 
https://x.com/friedberg/status/2011703965143220457
 
https://x.com/chamath/status/2011197387830935777
 
 https://polymarket.com/event/will-trump-acquire-greenland-before-2027
 
https://x.com/chamath/status/2011197387830935777

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

(0:00) Friedberg intros FDA Commissioner Marty Makary
 
(3:21) Inside the 42 major FDA reforms in 10 months
 
(7:51) The China Race: Winning back biotech leadership
 
(13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines
 
(33:13) Reshaping the failed Food Pyramid
 
(41:29) GLP-1s and America's Obesity Epidemic
 
(49:54) Rethinking vaccines from first principles
 
(59:40) Lowering drug prices, the power of AI for healthcare
 
(1:18:57) What causes autism?
 
Follow Marty Makary:
 
https://x.com/DrMakaryFDA
 
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

Supercharging a New FDA: Marty Makary on Science, Power & Patients

(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

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

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