All-In with Chamath, Jason, Sacks & Friedberg Podcast Por All-In Podcast LLC arte de portada

All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

De: All-In Podcast LLC
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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker. Economía Gestión y Liderazgo Liderazgo
Episodios
  • Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
    Aug 5 2026

    (0:00) Saronic founders join the show!

    (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1

    (13:04) $3B destroyers vs. Marauder

    (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy

    (25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?

    (31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?

    (36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs

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    Follow the besties:

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    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    48 m
  • Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
    Jul 31 2026
    (0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"? (1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle" (1:24:44) Science Corner: Understanding and mapping the brain Apply for All-In Summit 2026: https://allin.com/events 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/@allin 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/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b https://polymarket.com/event/fed-decision-in-september-762 https://situational-awareness.ai https://www.cnbc.com/quotes/US30Y https://x.com/nicolasfulghum/status/2082083884578050299 https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321 https://www.pacingthefrontier.com/ https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28 https://www.google.com/finance/beta/quote/ASML:NASDAQ https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027 https://x.com/v_nefodov/status/2082927219224060043 https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20 https://punchbowl.news/article/tech/thune-anthropic https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae https://x.com/OpenAI/status/2082577277246972300 https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter https://x.com/Jason/status/2082577230941557068 https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s https://arxiv.org/pdf/2602.16417
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    1 h y 37 m
  • The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
    Jul 28 2026

    (0:00) Intro: Humanoids, Robots, & AI+

    (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids

    (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate

    (15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform

    (22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff"

    (33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable

    (42:36) Amanda McMaster: Chinese Robotics Security Risks

    (47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts

    (58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor?

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    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/@allin

    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

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    1 h y 9 m
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For general interest in technology and markets these guys nail a timely review without political bias

On point

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

best podcast ever!

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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.

Coolest Zoomers Around

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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.)

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

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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.

All in boys

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