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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) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show
 
(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence
 
(18:14) AI's TAM, ROIC, and energy implications
 
(27:27) China's major advantage and how the US can counter it
 
(43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it
 
(52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?
 
(1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach
 
(1:27:51) Nvidia chips being smuggled to China
 
(1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy
 
(1:40:09) Summer reading recommendations
 
Join us at the All-In Summit:
 
https://allin.com/summit
 
Summit scholarship application:
 
http://bit.ly/4kyZqFJ
 
Get The Besties All-In Tequila:
 
https://tequila.allin.com
 
Follow Ben:
 
https://x.com/benshapiro
 
Follow Gavin:
 
https://x.com/GavinSBaker
 
Follow Phil:
 
https://x.com/pdeutch
 
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.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day
 
https://www.anthropic.com/news/build-ai-in-america
 
https://www.youtube.com/watch?v=whE75zEFBpU
 
 https://www.census.gov/library/visualizations/time-series/demo/historic.html
 
 https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive
 
https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

(0:00) Bestie intros!
 
(1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways
 
(16:39) AI Executive Orders, unbiased AI, spiciest moments
 
(34:32) Copyright, fair use, and patents in the Age of AI
 
(56:37) Sam Altman highlights AI chatbot privacy issues
 
(1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal
 
Join us at the All-In Summit:
 
https://allin.com/summit
 
Summit scholarship application:
 
http://bit.ly/4kyZqFJ
 
Get The Besties All-In Tequila:
 
https://tequila.allin.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/1950673622059667764
 
 https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370
 
 https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503
 
https://x.com/simonw/status/1950592653047062578
 
https://fred.stlouisfed.org/series/A191RL1Q225SBEA
 
https://www.youtube.com/watch?v=aYn8VKW6vXA
 
https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html
 
 https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25
 
 https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness
 
 https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84
 
https://www.google.com/finance/quote/SPY:NYSEARCA

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

(0:00) President Trump on the AI Agenda
 
(54:14) Executive Order signing
 
Thanks to our partners for making this happen:
 
NYSE : https://www.nyse.com
 
Visa: https://usa.visa.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

Winning the AI Race Part 5: President Trump on the AI Action Plan

(0:00) Scott Bessent, Treasury Secretary
 
(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary
 
(35:11) Howard Lutnick, Commerce Secretary
 
Thanks to our partners for making this happen:
 
NYSE : https://www.nyse.com
 
Visa: https://usa.visa.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

Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

(0:00) James Litinsky, MP Materials
 
(13:32) Lisa Su, AMD
 
(29:45) Chase Lochmiller, Crusoe
 
(43:26) Jensen Huang, Nvidia
 
Thanks to our partners for making this happen:
 
NYSE : https://www.nyse.com
 
Visa: https://usa.visa.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

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

(0:00) The Besties welcome JD Vance
 
(1:24) Immigration
 
(6:34) AI policy
 
(9:27) Relationship with China: Technology competition, striking a balance, trade
 
(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world
 
(16:41) AI’s impact on jobs
 
(22:02) Should America facilitate “National Champions” in strategic industries?
 
(24:09) Working at the White House with Sacks
 
Thanks to our partners for making this happen:
 
NYSE : https://www.nyse.com
 
Visa: https://usa.visa.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

Winning the AI Race Part 2: Vice President JD Vance

(0:00) The besties introduce the day with Jacob Helberg
 
(9:08) Michael Kratsios, Director of the Office of Science and Technology Policy
 
(18:24) Chris Power, Hadrian
 
(35:15) Jake Loosararian, Gecko Robotics
 
(44:37) Shyam Sankar, Palantir
 
(1:00:33) Paul Buchheit, Y Combinator
 
(1:13:35) Kelly Loeffler, Administrator of the Small Business Administration
 
Thanks to our partners for making this happen:
 
NYSE : https://www.nyse.com
 
Visa: https://usa.visa.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

Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian

(0:00) The Besties welcome Gavin Baker!
 
(1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis
 
(19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy
 
(38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US
 
(52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted
 
(1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act
 
Follow Gavin Baker:
 
https://x.com/GavinSBaker
 
Follow Bo Hines:
 
https://x.com/bohines
 
Follow Senator Bill Hagerty:
 
https://x.com/SenatorHagerty
 
Get The Besties All-In Tequila:
 
https://tequila.allin.com
 
Join us at the All-In Summit:
 
https://allin.com/summit
 
Summit scholarship application:
 
http://bit.ly/4kyZqFJ
 
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.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says
 
 https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html
 
 https://polymarket.com/event/fed-decision-in-september?tid=1752872350388
 
 https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html
 
https://www.cnbc.com/quotes/US30Y
 
https://polymarket.com/event/will-trump-remove-jerome-powell
 
 https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair?tid=1752854752131
 
 https://www.politico.com/live-updates/2025/07/15/congress/house-gop-crypto-bills-trump-00455645
 
 https://www.nytimes.com/2025/07/15/us/politics/trump-ai-pittsburgh-speech.html

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

(0:00) The Besties welcome Travis Kalanick and Keith Rabois!
 
(3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens
 
(18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI
 
(40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence
 
(46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome
 
(58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026?
 
(1:13:12) SCOTUS backs Trump over federal government RIF plans
 
Follow Keith:
 
https://x.com/rabois
 
Follow Travis:
 
https://x.com/travisk
 
Get The Besties All-In Tequila:
 
https://tequila.allin.com
 
Join us at the All-In Summit:
 
https://allin.com/summit
 
Summit scholarship application:
 
http://bit.ly/4kyZqFJ
 
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/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html
 
https://www.youtube.com/watch?v=ZW5fJikPmfM
 
https://grok.com
 
https://www.youtube.com/watch?v=_wTA90BYo30
 
 https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data
 
https://x.com/ArtificialAnlys/status/1943166841150644622
 
https://x.com/elonmusk/status/1943192643439337753
 
http://www.incompleteideas.net/IncIdeas/BitterLesson.html
 
https://x.com/chamath/status/1943177837956968499
 
 https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser
 
https://x.com/perplexity_ai/status/1942969263305671143
 
https://x.com/elonmusk/status/1941584569523732930
 
 https://polymarket.com/event/will-elon-register-the-america-party-by
 
https://ropercenter.cornell.edu/presidential-approval/highslows
 
 https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx
 
 https://www.whitehouse.gov/presidential-actions/2025/02/implementing-the-presidents-department-of-government-efficiency-workforce-optimization-initiative
 
 https://www.scotusblog.com/2025/07/supreme-court-allows-trump-administration-to-implement-plans-to-significantly-reduce-the-federal-workforce
 
 https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works
 
https://cei.org/publication/10kc-2025-numbers-of-rules
 
 https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news

Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

(0:00) Bestie intros
 
(2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed
 
(14:10) Clean energy subsidies phased out: What this means for energy production in the US
 
(25:12) Elon/Trump; US fiscal picture post-BBB
 
(43:26) US dollar down over 10% in 2025
 
(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings
 
(1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI
 
Get All-In Tequila:
 
https://tequila.allin.com
 
Join us at All-In Summit:
 
https://allin.com/summit
 
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/1939049133362319363
 
 https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH
 
https://x.com/Jason/status/1940546432190369871
 
 https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981
 
 https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01
 
 https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/
 
 https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech
 
https://x.com/chamath/status/1927373268828266795
 
https://x.com/elonmusk/status/1939762942851027127
 
 https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02
 
https://x.com/RayDalio/status/1940507002037240242
 
https://x.com/balajis/status/1940094433699234181
 
 https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html
 
https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale
 
 https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8
 
 https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders
 
https://x.com/cremieuxrecueil/status/1937644999790985324
 
 https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f
 
 https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman
 
 https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01
 
 https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm
 
 https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million
 
 https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025
 
 https://polymarket.com/event/fed-decision-in-september?tid=1751571922163

Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

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