All-In with Chamath, Jason, Sacks & Friedberg

(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 B...

(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...

(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...

(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...

(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...

(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...

(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...

(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules (8:16) AI trading bots, autonomous hedge funds, and investing with leverage (15:30) Ending the "Turf War" between the SEC and CFTC, super app vision (19:15) Prediction markets, insider trading, gray area (26:56) Trump advocates for changing quarterly earnings to bi-annual (30:30) Changing the accreditation rules a priority for 2026 (34:56) HFT firms that dominate...

(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects (21:07) Israel: Is Netanyahu destroying Israel's democracy? (24:28) China: Taiwan invasion, trade, and Trump's April meeting (39:50) Greenland: Importance, deal scenarios, EU socialism angle (48:58) Nuclear proliferation: 80-80-9 framework explained (56:20) Rising socialism in America: wealth inequality and political risk Thanks to our partner Airwallex! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted...

(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles, role in transition and potential leadership (17:14) Thoughts on the people and spirit of Iran (21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East (33:59) Future leader and government of Iran, plan for transition Follow Reza Pahlavi: https://x.com/PahlaviReza Follow Shervin: https://x.com/shervin Follow the besties: <...

(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military Follow Emil Michael:<...

(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong About Tariffs (41:11) Is America Heading Towards Collapse? Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business account, payments, treasury, and spend management to embedded finance. Check it out: https://airwallex.com/allin Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis...

(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots Apply for Liquidity: https://allinliquidity.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x...

(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is this story really about? (34:10) Michael Tracey explains "Epstein Mythology" (1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein (1:32:52) Michael Tracey responds to criticism Follow Saagar: https://x.com/esaagar Follow Michael: https://x.com/mtracey Follow Kevin: https://x.com/kevinnbass Follow the besties: <...

(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral Apply for Liquidity: https://allinliquidity.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg <...

(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) The FTX Story: SBF Relationship and Collapse (1:09:46) Facing Biden's Anti-Crypto DOJ (1:25:25) Inside Federal Prison (1:40:10) Life After Binance and New Ventures Follow CZ: https://x.com/cz_binance Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg<...

(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's major win with Trump Accounts 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 <...

(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race 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/t...

(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more (1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them (1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— in...

(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisis (44:02) California fraud and accountability (56:57) Immigration and addiction Follow Dr. Oz: https://x.com/DrOz 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...