All-In with Chamath, Jason, Sacks & Friedberg

By: All-In Podcast LLC
  • Summary

  • Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Episodes
  • The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
    Feb 21 2025
    (0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model (1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up (1:30:22) Science Corner: Asteroid update (1:35:42) Why Stripe hasn't gone public yet, despite great metrics Register for All-In at SXSW: https://allin.com/events Follow John: https://x.com/collision Follow Patrick: https://x.com/patrickc 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.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html https://x.com/Zigmanfreud/status/1890202488596492620 https://www.coworker.org/petitions/professional-dignity https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883 https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html https://arcinstitute.org https://blogs.nvidia.com/blog/evo-2-biomolecular-ai https://artificialanalysis.ai/models/grok-3 https://x.com/GavinSBaker/status/1891721991444447343 https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266 https://x.com/AsteroidWatch/status/1892338055354159256 https://x.com/AsteroidWatch/status/1892631907646447746
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    1 hr and 46 mins
  • JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
    Feb 15 2025

    (0:00) The Besties intro Naval Ravikant!

    (9:07) Naval reflects on his thoughtful tweets and reputation

    (14:17) Unique views on parenting

    (23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers

    (1:11:06) Tariffs and the US economic experiment

    (1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders

    (1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks

    (1:45:09) Tulsi Gabbard, RFK Jr. confirmed

    Follow Naval:

    https://x.com/naval

    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/naval/status/1002103360646823936

    https://x.com/CollinRugg/status/1889349078657716680

    https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence

    https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html

    https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html

    https://x.com/JDVance/status/1889640434793910659

    https://www.youtube.com/watch?v=QCNYhuISzxg

    https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit

    https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf

    https://www.youtube.com/watch?v=7xTGNNLPyMI

    https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488

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    1 hr and 50 mins
  • DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
    Feb 7 2025
    (0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: https://x.com/AntonioGracias 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://en.wikipedia.org/wiki/United_States_Agency_for_International_Development https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920 https://www.usa.gov/agencies/u-s-agency-for-international-development https://www.usaspending.gov/agency/agency-for-international-development?fy=2024 https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c https://www.usaspending.gov https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024 https://www.bbc.co.uk/mediaaction/about/funding https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid https://x.com/susancrabtree/status/1884034727046226317 https://x.com/elonmusk/status/1886627783138316442 https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357 https://x.com/Jason/status/1885082871074886110 https://x.com/anc_aesthetics/status/1886176995433763188 https://x.com/wikileaks/status/1887501752213409919 https://x.com/pm_viktororban/status/1887224829352280505 https://x.com/daily_romania/status/1887883017550430435 https://x.com/kanekoathegreat/status/1887261736618893636 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://x.com/davidsacks47/status/1886878016183394403 https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817 https://en.wikipedia.org/wiki/United_States_DOGE_Service https://x.com/libsoftiktok/status/1887585824218509380 https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf https://x.com/SawyerMerritt/status/1886899315735507255 https://www.nature.com/articles/s41591-024-03412-w
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    1 hr and 37 mins

What listeners say about All-In with Chamath, Jason, Sacks & Friedberg

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Coolest Zoomers Around

I could write an eloquent and thoughtful review but I’m not. These OGs really don’t need to be here spreading all this knowledge and game with us but they are. I’m sure they have benefited a lot from it but they give out more than they take. You guys are a true inspiration because if you knuckleheads can make it then me being twice the knucklehead should be able to make twice as much (thanks to inflation). Love you guys and I look forward to upgrading my Nordstrom Rack sweaters to Chinchilla fur sweaters like the gang.

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    5 out of 5 stars
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Entertaining serious stuff

Thank you Jason. I look forward to listening to you guys! Great guests and honest discussions.

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best podcast ever!

I love how complicated topics are introduced with context and the respectful conversation and perspectives offered. Thank you for not being an echo chamber.

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    5 out of 5 stars

harsh review of ftx and supporters, but inciteful

those who will hate this podcast the most are the ones who can gain the most

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    5 out of 5 stars

In a month and a half, listened to all of it.

Very fun show.

I like how each is confident, and at times insecure, but through it all they maintain their friends and discuss hard topics. Each speaker is honest enough that I grew to hate and love them at different points. And tell David, Chamath, and Sacks to get over themselves and let Jason make money from the venture. This could be a full time media company the world desperately needs. Don’t be the “managers” that get in the way of the creativity!!

Overall, great show.
@hudsondavis14 (twitter acc.)

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All in boys

News, drama, occasional insightful takes. Shoutout to Friedberg for informative takes. I’d like to hear a bit more about semiconductor shortage and fabrication in the coming IOT/AI/ML years.

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Best tech-related podacast out there.

Amazing to hear from these valley seasoned, angel investing and founder folks. The discussion is always engaging and Jason is the perfect host and moderator as always.

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Downhill

Was a great VC podcast until their fued. Now a political show with a resident narcicist.

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Didn’t take long to drop this show

When it was mentioned that the tech oligarchs are too big to function properly it was staggering that you all feel it is ok for a big, bloated government to exist.

I look forward to not listening to “wokees” like you and to people who deal with facts. Too bad I couldn’t put a negative value in.

Good luck with your chit-chat… I’m sure you have a coastal audience!

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They are trying to rule the world

These guys are trying to rule the world via a technocracy. Theyhave told everyone how they did it on their podcast. Its been harrowing to see this play out in real time.

I was a TWIST superfan and enjoyed watching jason roast trump with impressions, but now, i see that him and chamath rather protect their investments

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