Podcast
All-In
Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg discuss technology, markets, startups, and politics.
Original source
Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
The episode centers on the White House’s superintelligence summit, where the hosts discuss a new AI safety accord, audit infrastructure, and the national-security case for more compute and data centers. They then shift to a bullish macro read, election forecasting, and a heated debate over media framing of a reported terrorist hijacking.
Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs
Jake Paul frames fame as a capital flywheel across content, fighting, investing, and politics, while the Chainsmokers explain how they turned music distribution skills into venture investing. The episode also digs into UFC economics, attention-economy risks, and signs of late-stage venture bubble behavior.
Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential
Daniel Ek traces Spotify’s origin to the piracy-era music industry and then pivots to his new healthcare company, Neko Health, which uses an annual, AI-assisted body scan to catch disease early. He also discusses AI governance, open vs. closed ecosystems, and how Spotify has evolved from music streaming into a broader platform with podcast distribution and customized models.
Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
The All-In hosts argue that frontier AI firms should be treated like normal corporations, with ordinary product-liability exposure, not sheltered as special “labs.” They also discuss rapid model commoditization, open-source gains, Anthropic/OpenAI IPO pressure, Meta’s Muse, and whether AI alignment and regulation are becoming business strategy rather than pure safety policy.
Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete
Luca Ferrari says Bending Spoons was born from the ashes of a failed AI startup, then scaled by buying software with existing users and upgrading it with a shared internal technology stack. He argues the model compounds through disciplined engineering, selective leverage, and operating leverage that traditional private equity cannot replicate.
Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans
Steve Hilton pitches a California overhaul centered on slashing regulations, cutting taxes, and lowering energy and gas costs, while framing the state as captured by a one-party machine. Spencer Pratt joins with a highly personal account of Los Angeles politics, ballot harvesting, and Palisades wildfire failures, arguing the system rewards dysfunction and punishes law-abiding residents.
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine
Blake Scholl argues Boom Supersonic is close to making commercial supersonic travel viable again, with XB-1 proving the physics and Overture targeting faster transatlantic flight at a premium but potentially break-even fare. The episode also spotlights Boom’s surprise pivot: using the same vertically integrated engine program to generate behind-the-meter power for data centers.
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
Naveen Rao argues AI is heading toward an energy wall, and that the answer is a new kind of computing architecture rather than incremental chip improvements. He describes Unconventional AI’s "dynamical computer" and 4D computing approach as a way to unify memory and compute, cut data movement, and dramatically improve power efficiency.
Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
Adam Foroughi argues AppLovin sits at the center of a massive mobile-game ad market, where discovery ads and machine learning drive monetization. He also recounts a brutal public-market drawdown, a large buyback, and why he thinks lean execution and differentiated data remain the company’s main moat.
Bill Gurley: Searching for Feynman
Bill Gurley uses a series of major disasters to argue that effective failure analysis requires root-cause investigation, not just public blame. He then applies that framework to COVID-19 origin questions, arguing the search for answers was obstructed and remains incomplete.
Jared Isaacman: A New Era for NASA and American Space Exploration
Jared Isaacman argues NASA should pivot from broad political dispersion to focused execution: return to the Moon, build nuclear power capability, and use the Moon as a proving ground for Mars. He also frames SpaceX as indispensable to current U.S. space operations and warns that China and Russia could rapidly turn lunar competition into a new space race.
Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media
Nick Shirley walks the Besties through a field-report on California’s high-speed rail, portraying it as a spectacular infrastructure failure with ballooning costs and no meaningful service. The conversation then shifts to his fraud investigations, a California law he says targets his filming, and the risks and incentives of building an audience-driven investigative media business.
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future
Meta’s Dina Powell McCormick made the case that data centers can bring real local benefits when paired with better power, water, and workforce commitments. She also defended Meta’s youth-safety changes and outlined the company’s wearables and open-source AI strategy.
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
Brad Gerstner argues the AI rally is being driven by real earnings and infrastructure demand, not speculative multiple expansion. He says the key question is whether lab revenues and off-take demand can catch up with the enormous capex required to build AI compute.
JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms
JD Vance uses the interview to defend the Trump administration’s early record on border enforcement, industrial policy, anti-fraud, and inflation. He also lays out the administration’s positions on AI safety, H-1B reform, Iran, Israel, and the 2026 midterms.
Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI
Satya Nadella lays out Microsoft’s AI strategy as broad diffusion, enterprise control, and infrastructure scale rather than hype-driven frontier dominance. He argues the near-term bottlenecks are safety, workflow integration, and interoperability, while Microsoft keeps spending on Azure, models, and heterogeneous compute to serve the long tail of AI demand.
Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
Gwynne Shotwell and Elon Musk frame SpaceX as increasingly tied to AI, Starlink, and chip manufacturing, while defending Starship as essential to Mars ambitions and future reusability. The conversation also centers on AI safety, with Musk proposing cross-company peer review of frontier models before release.
Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)
Jensen Huang argues AI doom narratives are overstated, saying safety and rapid innovation are compatible and that most real incidents come from frontier labs, not startups or schools. He also makes a strong case for open models, AI infrastructure buildout, and Nvidia’s platform strategy, while President Trump calls AI fearmongering a hoax and emphasizes data centers, energy, and jobs.
AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse
The episode is dominated by a debate over AI doom: whether Anthropic’s resignation controversy is a genuine whistleblower moment or a coordinated doomer campaign used to justify tighter control and regulation. The second half covers OpenAI’s reported math breakthrough, AI privacy and data leakage concerns, and Nike’s long decline from brand powerhouse to index outcast.
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
The hosts debate whether OpenAI’s new GPT-6 Astra means AGI has arrived, while framing the AI market as a split between frontier intelligence and commodity models. They also dig into AI safety politics, a Hugging Face cyber incident, NYC’s school AI restrictions, and a geopolitical Venezuela oil deal.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
The hosts celebrate Nvidia’s blowout quarter and Salesforce’s rebound as evidence that the “AI capex bubble” and “SaaS apocalypse” narratives were overstated. They then argue that U.S. debt dynamics are worsening, debate AI-assisted writing norms, and end with a technical discussion of Moderna’s personalized mRNA cancer-vaccine approach.
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
Eric Weinstein argues American science and physics have become overly managed, consensus-driven, and structurally hostile to high-risk breakthroughs. He pairs that institutional critique with speculative claims about hidden physics, UAPs, AI-assisted discovery, and U.S.-China scientific competition.
Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China
Michael Kratsios defends the administration’s science agenda as pro-discovery, arguing the real problem is not anti-science rhetoric but stagnation, politicized funding, and weak incentives. The conversation focuses on reshaping federal R&D, using AI for science, and competing with China while refocusing NIH/NSF on breakthrough output.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
The hosts spar over Dario Amodei, Anthropic, and whether AI safety rhetoric is legitimate caution or regulatory capture. The episode then widens into a debate over open-source AI, data-center backlash, and how affordability politics could push the U.S. toward socialism in the 2026 cycle.
Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety
Flock CEO Garrett Langley defended the company’s license-plate reader network as a public-safety tool, arguing that shorter retention, strong audit controls, and human-in-the-loop AI can limit privacy risk. The episode centered on the safety-versus-surveillance tradeoff, local government approval, abuse detection, and Flock’s expanding drone business.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
All-In and guest Gavin Baker centered on Anthropic’s rumored $2T IPO, arguing the AI market is growing so fast that rivals can lose share and still scale massively. The episode also dug into AI infrastructure bottlenecks, open-source versus centralized AI governance, Nvidia’s financing role, Grok/XAI’s comeback, Amazon’s contractor model, and a possible Workday takeout.
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Rahm Emanuel makes a forceful case for an affirmative, competence-driven U.S. state: stronger institutions, allied economic blocs, and research investment to compete with China. He also argues for pragmatic immigration reform, education overhaul, and a hard line against DSA-style politics and Trump’s alliance management.
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
The episode centers on three big AI/infrastructure stories: Google’s AI leadership shakeup, SpaceX’s blockbuster quarter, and what Airtable’s sale says about SaaS under AI pressure. The panel also debates whether U.S. data-labeling firms are accelerating China’s AI catch-up.
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
Saronic’s founders argue autonomous surface ships can give the U.S. Navy mass, survivability, and lower cost at a time when China dominates shipbuilding scale. The episode centers on their rescue mission in the Strait of Hormuz, the economics of destroyers versus unmanned ships, and a major new shipyard announcement in Brownsville, Texas.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
The hosts open with a sharp warning on leverage after AI/chip stocks sold off and a hedge fund tied to Leopold Aschenbrenner reportedly faced margin pressure. The rest of the episode covers frontier AI regulation, China’s impact on chips and open source, and a long detour into Mamdani’s grocery-store plan and brain-mapping science.
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
All-In brings together robotics leaders from Anybotics, 1X, Boston Dynamics, and Agility to debate where humanoids make sense, how fast physical AI is scaling, and how much of the market is really industrial inspection versus home labor. The discussion centers on autonomy, safety, data strategies, China supply-chain risks, and whether robots will soon outperform humans in dangerous or repetitive work.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
The hosts spent most of the episode arguing over Chinese open-source AI, distillation, and whether frontier labs are trying to lock in a government-protected duopoly. They then pivoted to AI capex and Google/Tesla earnings before ending with a heated anti-socialist discussion about NYC eviction, tenant rules, and private property rights.
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Mark Cuban argues the AI boom is not a classic dot-com-style consumer bubble, but it could still wipe out overextended VCs, PE, and infrastructure investors. He says enterprise AI is far harder than expected, current models still fail at basic workflows, and the next big shift will likely come from world models, video, and AI-first teams rather than full job replacement.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Pat Gelsinger makes the case that Intel’s decline came from losing technical leadership, underinvesting in fabs, and ceding the foundry model to TSMC and the software stack to Nvidia. Anton Osika argues Lovable is turning vibe coding into a scalable platform for both builders and businesses, with massive usage, multi-model routing, and a push toward AI that can help operate companies, not just generate apps.
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
ElevenLabs’ Max Junestrand describes the company’s rapid growth in voice AI, from a human-sounding TTS breakthrough to a reported $600M ARR run rate with 600 employees and no product managers. The second half turns to Legora’s legal AI strategy, arguing that AI can compress billable-hour workflows, reshape law-firm pricing, and win with narrow models plus deep legal-data moats.
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
The episode centers on trillion-dollar AI IPOs, especially the likely sequencing of Anthropic and OpenAI, and what SpaceX’s public-market playbook suggests for pricing, liquidity, and index inclusion. It then pivots to AI economics, open source versus frontier models, China’s AI policy, and a long closing segment on Trump Accounts as a mass wealth-building and philanthropic platform.
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
All-In’s episode covers the AI infrastructure boom, arguing that demand for inference and reasoning compute is already booked and that the buildout is reaching city-scale power levels. It then shifts to open source, model sovereignty, safety, and Black Forest Labs’ multimodal generative video work, including AI-assisted creative workflows for film and robotics.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
The episode centers on “AI sovereignty,” with the hosts arguing that enterprises and governments should control their own models, data, and inference stacks rather than depend entirely on frontier labs. They also debate AI job displacement, U.S. open-source/export policy, the Supreme Court’s birthright citizenship ruling, and California’s fiscal outlook.
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
Nate Silver argued that US politics is dominated by durable polarization, making most states and many election outcomes highly predictable. He also said California’s slow vote count reflects mail-ballot timing rather than fraud, and that Democrats’ strongest 2028 path may run through an anti-oligarch, youth-friendly insurgent message rather than Gavin Newsom.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
The episode centered on a New York Democratic primary wave for socialist/DSA-backed candidates, with the hosts arguing it reflects a broader ideological and generational realignment in the Democratic Party. The back half shifted to AI infrastructure, China’s model catch-up, Micron’s blowout quarter, and the growing bottlenecks around memory, power, and data-center deployment.
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
Ryan Cohen traces the operator playbook behind Chewy and GameStop, then makes the case that eBay is a neglected marketplace with major room for cost cuts and new growth. He argues that live commerce and digital collectibles could transform eBay if the company fixes seller tooling, trims expenses, and leans into its core marketplace model.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
The episode opens with a long argument about welfare, learned helplessness, and whether redistribution erodes agency before shifting to SpaceX’s blockbuster IPO and the meaning of trillionaire-scale paper wealth. The back half digs into Anthropic’s Fable/Mythos controversy, model access controls, and a debated Iran peace MoU that the hosts frame as a major de-escalation with nuclear and market implications.
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
The episode centers on a fierce backlash against Anthropic’s Fable 5 safety controls, prompt retention, and silent downgrades, with the hosts arguing about censorship, regulatory capture, and the rise of open-source alternatives. They then pivot to AI nationalization ideas, inflation and rate risks, and a long segment attacking California’s election system as structurally broken.