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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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- 5 days agoconversational1h 25m9-min read
Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
The All In Podcast (episode 295) opens with banter about 'fake news' claiming the hosts dropped the term 'superintelligence,' then pivots into a deep teardown of Anthropic's blockbuster S-1 filing ahead of its reported November 16 IPO, followed by a debate over Google's post-earnings stock plunge, and closes with conflicting midterm election predictions. The through-line: AI has become so capital-hungry it now competes with the U.S. Treasury, and that has political, financial, and philosophical consequences no one fully understands.
- 6 days agointerview55 min8-min read
WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight
Will Ahmed, founder and CEO of Whoop, joins Jason Calacanis on the All In Interview Program to unpack Whoop's evolution from a $500 hardware device into a subscription-based, AI-powered health platform with 4 million members and over 50 billion hours of continuous physiological data. The conversation covers the subscription business model pivot, the science of HRV and recovery scoring, real-world medical early-warning stories, AI coaching, the FDA fight over blood pressure monitoring, and the announcement of LeBron James as a global ambassador.
- 1 weeks agoconversational1h 43m6-min read
AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?
Ken Griffin's assertion that AI may be a bubble has sparked debate, with Chamath countering that startup-driven AI spending reflects a healthy signal, not a bubble. Concurrently, a major cybersecurity crisis emerged as AI uncovered critical PHP exploits, triggering global website outages and raising urgent questions about AI's role in both creating and mitigating cyber threats. Meanwhile, France faces escalating civil unrest rooted in economic discontent and immigration policy, drawing comparisons to potential U.S. vulnerabilities.
- 2 weeks agoconversational40 min5-min read
Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse
Quantum computing poses a real and imminent threat to current cryptographic systems, with experts predicting a critical inflection point around 2030 when quantum machines could break widely used encryption. The panel—Arvind Krishna and Nikesh Arora—emphasizes that the time to adopt post-quantum cryptography is now, not later, due to long infrastructure lifecycles and the risk of 'harvest now, decrypt later' attacks. Beyond cryptography, they discuss the evolving AI landscape, where open-weight models are becoming economically and strategically preferable to closed frontier models for most enterprise use cases, driven by cost, IP control, and geopolitical factors.
- 2 weeks agoconversational40 min5-min read
Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity
Dylan Field, CEO of Figma, reflects on the evolution of design, AI’s transformative role in creativity, and the future of human agency in a world increasingly shaped by artificial intelligence. From the failed $20 billion Adobe acquisition to Figma’s resilience and growth, the conversation centers on how design has become the new differentiator in software — surpassing code as the primary source of value.
- 2 weeks agoconversational1h 34m6-min read
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
The All-In Podcast, now self-proclaimed number one, dives into the AI market’s recent turbulence, sparked by CoreWeave’s bond yield spike and Anthropic’s controversial investor day, while dissecting the broader implications for AI startups, IPOs, and the venture ecosystem.
- 3 weeks agointerview41 min6-min read
Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary
Billy Evans, partner of Elizabeth Holmes, shares an intimate and unconventional love story that began during the height of the Theranos scandal. Their relationship evolved from friendship to marriage amid legal battles, media scrutiny, and incarceration, culminating in a new documentary, You Can See Everything, that aims to humanize Holmes beyond the fraud narrative.
- 3 weeks agoconversational25 min5-min read
Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
Martin Shkreli, the infamous 'pharma bro' and former hedge fund manager, joins the podcast to dissect quantum computing (which he calls a 'disgrace'), advocate for photonic computing, and share his contrarian takes on AI, effective altruism, and the future of tech. From prison wisdom to market timing, Shkreli delivers sharp, unapologetic insights with a flair for provocation.
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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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