All-In with Chamath, Jason, Sacks & Friedberg

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation" Join us at the All-In Holiday Spectacular!: 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://x.com/michaeljburry/status/1988778952299802818 https://x.com/_Investinq/status/1988847716613365845 https://x.com/michaeljburry/status/1987918650104283372 https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html https://x.com/jatanackov/status/1988256651103592564 https://x.com/omapproach/status/1988410644907856075 https://x.com/latestinspace/status/1988606899932299700 https://www.swpc.noaa.gov/

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! allin.com/events for tickets (39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class? (1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster? Join us at the All-In Holiday Spectacular!: https://allin.com/events [https://allin.com/events] Follow Brad: https://x.com/altcap [https://x.com/altcap] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html [https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html] https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html [https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html] https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri [https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri] https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7 [https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7] https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/ [https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/] https://x.com/DavidSacks/status/1986476840207122440 [https://x.com/DavidSacks/status/1986476840207122440] https://x.com/sama/status/1986514377470845007 [https://x.com/sama/status/1986514377470845007] https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43 [https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43] https://x.com/nvidianewsroom/status/1986221177099194484 [https://x.com/nvidianewsroom/status/1986221177099194484] https://www.aipanic.news/p/the-ai-existential-risk-industrial [https://www.aipanic.news/p/the-ai-existential-risk-industrial] https://fred.stlouisfed.org/series/LES1252881600Q [https://fred.stlouisfed.org/series/LES1252881600Q] https://x.com/MorningBrew/status/1986464568470888935 [https://x.com/MorningBrew/status/1986464568470888935] https://x.com/chamath/status/1986076707196162068 [https://x.com/chamath/status/1986076707196162068] https://polymarket.com/event/new-york-city-mayoral-election [https://polymarket.com/event/new-york-city-mayoral-election] https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results [https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results] https://x.com/JDVance/status/1986099131845136594 [https://x.com/JDVance/status/1986099131845136594] https://x.com/houmanhemmati/status/1980499276229931034 [https://x.com/houmanhemmati/status/1980499276229931034]

Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix

(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global (24:21) Ari's relationship with his brothers and Elon Musk Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint [https://solana.com/breakpoint] OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ [https://www.okx.com/] Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ [https://cloud.google.com/] IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ [https://iren.com/] Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ [https://www.oracle.com/artificial-intelligence/data-ai-events/] Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ [https://www.circle.com/] BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ [https://www.bvnk.com/] Polymarket - The world's largest prediction market. https://www.polymarket.com/ [https://www.polymarket.com/] Follow Ari: https://x.com/AriEmanuel [https://x.com/AriEmanuel] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg]

Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint [https://solana.com/breakpoint] OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ [https://www.okx.com/] Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ [https://cloud.google.com/] IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ [https://iren.com/] Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ [https://www.oracle.com/artificial-intelligence/data-ai-events/] Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ [https://www.circle.com/] BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ [https://www.bvnk.com/] Polymarket - The world's largest prediction market. https://www.polymarket.com/ [https://www.polymarket.com/] Follow Tareq: https://x.com/TareqAmin_ [https://x.com/TareqAmin_] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg]

Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom

(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of the WWE and how they support wrestlers (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE (21:28) Helping America's youth via physical fitness (23:35) How the internet forced wrestlers to blend their in ring personas with real-life Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint [https://solana.com/breakpoint] OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ [https://www.okx.com/] Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ [https://cloud.google.com/] IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ [https://iren.com/] Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ [https://www.oracle.com/artificial-intelligence/data-ai-events/] Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ [https://www.circle.com/] BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ [https://www.bvnk.com/] Polymarket - The world's largest prediction market. https://www.polymarket.com/ [https://www.polymarket.com/] Follow Triple H: https://x.com/TripleH [https://x.com/TripleH] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg]