All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Podcast door All-In Podcast, LLC

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Over 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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278 afleveringen
episode AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken? artwork
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC police (1:05:39) Venture Capital: is it broken and what it will look like in the future? 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.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis [https://www.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis] https://openai.com/index/how-we%27re-optimizing-chatgpt [https://openai.com/index/how-we%27re-optimizing-chatgpt] https://pubmed.ncbi.nlm.nih.gov/25910392 [https://pubmed.ncbi.nlm.nih.gov/25910392] https://www.reddit.com/r/MyBoyfriendIsAI [https://www.reddit.com/r/MyBoyfriendIsAI] https://time.com/7307589/ai-psychosis-chatgpt-mental-health [https://time.com/7307589/ai-psychosis-chatgpt-mental-health] https://x.com/jburnmurdoch/status/1953811277463122162 [https://x.com/jburnmurdoch/status/1953811277463122162] https://www.nimh.nih.gov/health/statistics/major-depression [https://www.nimh.nih.gov/health/statistics/major-depression] https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services [https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services] https://www.youtube.com/watch?v=7PtX8BNLn_c [https://www.youtube.com/watch?v=7PtX8BNLn_c] https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails [https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails] https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker [https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker] https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia [https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia] https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/ [https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/] https://x.com/greg_price11/status/1955292615420588495 [https://x.com/greg_price11/status/1955292615420588495] https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a550-a3dcf16fa6e7 [https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a550-a3dcf16fa6e7] https://www.usatoday.com/story/money/2025/06/24/fannie-mae-freddie-mac-privatization/84342221007 [https://www.usatoday.com/story/money/2025/06/24/fannie-mae-freddie-mac-privatization/84342221007] https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06 [https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06]

Gisteren - 1 h 32 min
episode OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis artwork
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach (1:27:51) Nvidia chips being smuggled to China (1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy (1:40:09) Summer reading recommendations Join us at the All-In Summit: https://allin.com/summit [https://allin.com/summit] Summit scholarship application: http://bit.ly/4kyZqFJ [http://bit.ly/4kyZqFJ] Get The Besties All-In Tequila: https://tequila.allin.com [https://tequila.allin.com] Follow Ben: https://x.com/benshapiro [https://x.com/benshapiro] Follow Gavin: https://x.com/GavinSBaker [https://x.com/GavinSBaker] Follow Phil: https://x.com/pdeutch [https://x.com/pdeutch] 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.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day [https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day] https://www.anthropic.com/news/build-ai-in-america [https://www.anthropic.com/news/build-ai-in-america] https://www.youtube.com/watch?v=whE75zEFBpU [https://www.youtube.com/watch?v=whE75zEFBpU] https://www.census.gov/library/visualizations/time-series/demo/historic.html [https://www.census.gov/library/visualizations/time-series/demo/historic.html] https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive [https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive] https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54 [https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54]

09 aug 2025 - 1 h 50 min
episode Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy artwork
Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal Join us at the All-In Summit: https://allin.com/summit [https://allin.com/summit] Summit scholarship application: http://bit.ly/4kyZqFJ [http://bit.ly/4kyZqFJ] Get The Besties All-In Tequila: https://tequila.allin.com [https://tequila.allin.com] 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/chamath/status/1950673622059667764 [https://x.com/chamath/status/1950673622059667764] https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370 [https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370] https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503 [https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503] https://x.com/simonw/status/1950592653047062578 [https://x.com/simonw/status/1950592653047062578] https://fred.stlouisfed.org/series/A191RL1Q225SBEA [https://fred.stlouisfed.org/series/A191RL1Q225SBEA] https://www.youtube.com/watch?v=aYn8VKW6vXA [https://www.youtube.com/watch?v=aYn8VKW6vXA] https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html [https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html] https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25 [https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25] https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness [https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness] https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84 [https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84] https://www.google.com/finance/quote/SPY:NYSEARCA [https://www.google.com/finance/quote/SPY:NYSEARCA]

01 aug 2025 - 1 h 23 min
episode Winning the AI Race Part 5: President Trump on the AI Action Plan artwork
Winning the AI Race Part 5: President Trump on the AI Action Plan

(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : https://www.nyse.com [https://www.nyse.com] Visa: https://usa.visa.com [https://usa.visa.com] 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]

24 jul 2025 - 57 min
episode Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum artwork
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary Thanks to our partners for making this happen: NYSE : https://www.nyse.com [https://www.nyse.com] Visa: https://usa.visa.com [https://usa.visa.com] 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]

23 jul 2025 - 49 min
Super app. Onthoud waar je bent gebleven en wat je interesses zijn. Heel veel keuze!
Super app. Onthoud waar je bent gebleven en wat je interesses zijn. Heel veel keuze!
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