All-In with Chamath, Jason, Sacks & Friedberg

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking growth (20:46) The job market and why graduates aren't getting hired (27:33) Why education is broken (40:03) Tech time capsule Follow Hemant Taneja: https://x.com/htaneja [https://x.com/htaneja] Follow Bob Sternfels: https://www.linkedin.com/in/bob-sternfels [https://www.linkedin.com/in/bob-sternfels] 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]

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story (16:36) Why this fraud story is resonating, why the national press initially avoided it (30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go? (49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme (1:09:06) CA's wealth tax: normalizing the seizure of private property (1:33:56) Chamath breaks down the $20B Groq-Nvidia deal Follow Nick Shirley: https://x.com/nickshirleyy [https://x.com/nickshirleyy] 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/nickshirleyy/status/2004642794862961123 [https://x.com/nickshirleyy/status/2004642794862961123] https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944 [https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944] https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html [https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html] https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes [https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes] https://x.com/EricLDaugh/status/2005410646603473256 [https://x.com/EricLDaugh/status/2005410646603473256] https://x.com/kevinkileyca/status/2006053056660541840 [https://x.com/kevinkileyca/status/2006053056660541840] https://x.com/chamath/status/2006087862492582084 [https://x.com/chamath/status/2006087862492582084] https://x.com/C_3C_3/status/2005722313795440956 [https://x.com/C_3C_3/status/2005722313795440956] https://x.com/OliLondonTV/status/2005988021946999166 [https://x.com/OliLondonTV/status/2005988021946999166] https://x.com/tomhennessey69/status/2005556784228909441 [https://x.com/tomhennessey69/status/2005556784228909441] https://x.com/WallStreetApes/status/2005849513676923358 [https://x.com/WallStreetApes/status/2005849513676923358] https://x.com/MarioNawfal/status/2005179409465299219 [https://x.com/MarioNawfal/status/2005179409465299219] https://dcyf.mn.gov/programs-directory/child-care-assistance-program [https://dcyf.mn.gov/programs-directory/child-care-assistance-program] https://x.com/susancrabtree/status/2006079778873565541 [https://x.com/susancrabtree/status/2006079778873565541] https://x.com/chamath/status/2005386348169953607 [https://x.com/chamath/status/2005386348169953607] https://x.com/aaronburnett/status/2003874734661161064 [https://x.com/aaronburnett/status/2003874734661161064] https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken [https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken] https://x.com/realdailywire/status/2006122428196442388 [https://x.com/realdailywire/status/2006122428196442388] https://x.com/rightanglenews/status/2006375449404866720 [https://x.com/rightanglenews/status/2006375449404866720] https://www.auditor.ca.gov/reports/2025-601/ [https://www.auditor.ca.gov/reports/2025-601/]

All-In x Kill Tony: A Hilarious Holiday Special

(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more Thanks to our partners for making this happen! IREN: https://iren.com [https://iren.com] OKX: https://okx.com [https://okx.com] Google Cloud: https://cloud.google.com [https://cloud.google.com] Follow Tony: https://www.youtube.com/@killtony [https://www.youtube.com/@killtony] https://x.com/TonyHinchcliffe [https://x.com/TonyHinchcliffe] 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]

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation, BLS data, interest rates (23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates (42:44) Focus on Main Street, taking equity stakes in American companies (50:40) Tax cuts, Trump accounts, economic legacy Follow Secretary Bessent: https://x.com/SecScottBessent [https://x.com/SecScottBessent] Referenced in the show: https://www.international-economy.com/TIE_Sp25_Bessent.pdf [https://www.international-economy.com/TIE_Sp25_Bessent.pdf] 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]

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthrough: lithography, impact on the AI race? (1:19:43) Are the rest of the Besties moving to Texas? 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/SenSanders/status/2001057004370948131 [https://x.com/SenSanders/status/2001057004370948131] https://x.com/RoKhanna/status/2001733168819319167 [https://x.com/RoKhanna/status/2001733168819319167] https://x.com/DavidSacks/status/2001726037848478000 [https://x.com/DavidSacks/status/2001726037848478000] https://x.com/DavidSacks/status/2001320789279203694 [https://x.com/DavidSacks/status/2001320789279203694] https://andymasley.substack.com/p/i-cant-find-any-instances-of-data [https://andymasley.substack.com/p/i-cant-find-any-instances-of-data] https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms [https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms] https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/ [https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/] https://x.com/DavidSacks/status/1987238502124409321 [https://x.com/DavidSacks/status/1987238502124409321] https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market [https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market] https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html [https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html] https://fred.stlouisfed.org/series/CES9091000001 [https://fred.stlouisfed.org/series/CES9091000001] https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/ [https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/] https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/ [https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/] https://www.nature.com/articles/s41377-025-01923-w [https://www.nature.com/articles/s41377-025-01923-w]