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All-In with Chamath, Jason, Sacks & Friedberg: Daily Summaries Delivered
by All-In Podcast, LLC
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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- 3 days ago1h 42m
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
Besties are back! Anthropic gets massive backlash over secret Fable nerfing and privacy concerns The AI regulatory capture trap, pragmatic safety solutions Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks" Liquidity recap: Best moments and takeaways Inflation heats up: CPI and PPI see 3+ year highs California's loose election laws creating integrity doubts Apply for 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/@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.anthropic.com/news/claude-fable-5-mythos-5 https://x.com/Scobleizer/status/2064641097310335294 https://x.com/GergelyOrosz/status/2064618497150210391 https://x.com/cremieuxrecueil/status/2064433331970720187 https://x.com/Yuchenj_UW/status/2064524668208545955 https://stratechery.com https://x.com/peter_szilagyi/status/2064620043896291671 https://darioamodei.com/post/policy-on-the-ai-exponential https://screendna.org https://x.com/DavidSacks/status/2065120386660880765 https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/how-high-will-inflation-get-in-2026 https://polymarket.com/event/fed-rate-hike-in-2026 https://x.com/robbystarbuck/status/2063602942637158423 https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme https://www.dol.gov/newsroom/releases/osec/osec20260218 https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds https://x.com/californiapost/status/2064362900098048386
- 4 days ago1h 7m
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Chamath explains the Best Ideas format Suvretta Capital Management's Aaron Cowen pitches MGM Resorts Bornite Capital's Dan Dreyfus pitches Talen Energy EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology Multicoin Capital's Kyle Samani pitches GEODNET The Besties recap the pitches and announce winners Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Aaron: https://www.linkedin.com/in/aaron-cowen-0a44a450 Follow Dan: https://x.com/dreyfd https://www.linkedin.com/in/daniel-dreyfus-b65554209 Follow Oleg: https://www.linkedin.com/in/oleg-nodelman-375131 Follow Kyle: https://x.com/KyleSamani https://www.linkedin.com/in/kylesamani 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
- 6 days ago43 min
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
PA Senators Fetterman and McCormick join the Besties Bipartisanship in 2026, rejecting extremism All-time unpopularity in the Senate, the filibuster question, tribalism Fixing wealth concentration in the US Graham Platner, why extremism wins primaries, and what it means for the future How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation Insane level of money in politics, fixing the broken system Follow Senator Fetterman: https://x.com/SenFettermanPA Follow Senator McCormick: https://x.com/SenMcCormickPA Thanks to our partners for making this possible! EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value. https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai 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
- 6 days ago24 min
Dan Dreyfus: America's Critical Minerals Crisis is Here
Dan Dreyfus Presents: The Future of Critical Minerals America's "Capital Light Era" is over, rapid supply/demand shocks Impact of China cutting off the US from critical minerals Copper's Rise: The next 18 years need as much as the last 10,000 Dollar Debasement: $140T in debt and why hard assets win The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis How to invest in the commodity supercycle Follow Dan: https://x.com/dreyfd Thanks to our partners for making this possible! EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai 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
- 1 weeks agointerview28 min5-min read
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
Bill Maris, founding CEO of Google Ventures and now back with a new $150M fund called Section 32, argues that small venture funds outperform large ones due to focus, better incentives, and superior returns, while also emphasizing the transformative power of AI and computational biology in shaping the future.
- 1 weeks agointerview31 min6-min read
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
AI is rapidly democratizing intelligence, transforming enterprise operations by enabling consistent, agent-driven workflows and exposing long-hidden code vulnerabilities — but it also dramatically increases systemic cyber risk, especially for smaller organizations. The real value isn't in models themselves, but in the application layer and operational harnesses that reduce false positives and make AI reliable in business contexts.
- 1 weeks ago39 min
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! Secondary Markets are Booming & Competing with IPOs Why Companies are Staying Private So Long? SPVs, the Forge-Schwab Deal, Democratizing Private Market Access Secondary Markets as Exit Liquidity for VCs The Private Market Bubble? Hottest Secondary Companies Right Now Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Brad: https://x.com/altcap Follow Gavin: https://x.com/GavinSBaker Follow Kelly: https://www.linkedin.com/in/kelly-rodriques-9b49418 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
- 1 weeks agoroundtable32 min3-min read
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
The episode features a high-level discussion between Brad Gerstner, Will Marshall, and Andrew Feldman, centered on the transformative potential of AI and space technologies, the realities of going public, and the future of computing infrastructure. Cerebras, led by Feldman, has achieved a record-breaking IPO driven by its revolutionary AI silicon architecture, while Marshall’s Planet Labs is pioneering Earth observation and advancing the concept of space-based data centers. Both leaders emphasize that going public is less about immediate transformation and more about long-term execution, credibility, and access to capital. The conversation also highlights how geopolitical demand, particularly in defense and intelligence, has accelerated adoption of space data, and how AI models are evolving from language-only systems to planetary-scale intelligence platforms.
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About All-In with Chamath, Jason, Sacks & Friedberg
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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