All-In with Chamath, Jason, Sacks & Friedberg

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's major win with Trump Accounts 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.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html [https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html] https://www.miamiherald.com/news/local/article214210674.html [https://www.miamiherald.com/news/local/article214210674.html] https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs [https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs] https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended [https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended] https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email [https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email] https://x.com/stockpickerspb/status/2009363916573290715 [https://x.com/stockpickerspb/status/2009363916573290715] https://www.moltbook.com [https://www.moltbook.com] https://x.com/galnagli/status/2017573842051334286 [https://x.com/galnagli/status/2017573842051334286] https://x.com/balajis/status/1937517664907460980 [https://x.com/balajis/status/1937517664907460980] https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05 [https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05] https://x.com/truflation/status/2019409671212396815 [https://x.com/truflation/status/2019409671212396815] https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record [https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record] https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05 [https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05] https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html [https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html] https://polymarket.com/event/spacex-ipo-closing-market-cap-above [https://polymarket.com/event/spacex-ipo-closing-market-cap-above]

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race 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://x.com/StephenM/status/2015133481261474030 [https://x.com/StephenM/status/2015133481261474030] https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting [https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting] https://www.youtube.com/watch?v=y2Z3ZUbL2e0 [https://www.youtube.com/watch?v=y2Z3ZUbL2e0] https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney [https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney] https://www.dhs.gov/wow [https://www.dhs.gov/wow] https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/ [https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/] https://www.youtube.com/watch?v=tke0kY4l4e4 [https://www.youtube.com/watch?v=tke0kY4l4e4] https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/ [https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/] https://x.com/shellenberger/status/2016671351486967995 [https://x.com/shellenberger/status/2016671351486967995] https://x.com/BoLoudon/status/1942641987326185693 [https://x.com/BoLoudon/status/1942641987326185693] https://x.com/JamesBlairUSA/status/2016154036550930765 [https://x.com/JamesBlairUSA/status/2016154036550930765] https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin [https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin] https://x.com/Geiger_Capital/status/2016564161484873748 [https://x.com/Geiger_Capital/status/2016564161484873748] https://x.com/RapidResponse47/status/2016537492493676905 [https://x.com/RapidResponse47/status/2016537492493676905] https://x.com/chamath/status/2015966444027322763 [https://x.com/chamath/status/2015966444027322763] https://polymarket.com/event/california-governor-election-2026 [https://polymarket.com/event/california-governor-election-2026] https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29 [https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29]

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more (1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them (1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com [https://public.com]— investing for those who take it seriously. Follow Jeremy: https://x.com/jerallaire [https://x.com/jerallaire] Follow George: https://x.com/George_Kurtz [https://x.com/George_Kurtz] Follow Adam: https://x.com/adamgoldstein13 [https://x.com/adamgoldstein13] Follow Chase: https://x.com/ChaseLochmiller [https://x.com/ChaseLochmiller] 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]

Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisis (44:02) California fraud and accountability (56:57) Immigration and addiction Follow Dr. Oz: https://x.com/DrOz [https://x.com/DrOz] 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.nature.com/articles/s41746-025-01671-6 [https://www.nature.com/articles/s41746-025-01671-6]

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com/ [https://www.nyse.com/] Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next. Follow Brian: https://x.com/brian_armstrong [https://x.com/brian_armstrong] Follow Andrew: https://x.com/andrewdfeldman [https://x.com/andrewdfeldman] Follow Jake: https://x.com/jakeloosy [https://x.com/jakeloosy] 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]