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.
34 episodes
Episodes
All-In with Chamath, Jason, Sacks & Friedberg
Cerebras and Black Forest Labs CEOs detail massive AI scaling and Hollywood partnerships
As AI transitions from simple prompting to complex reasoning, the physical infrastructure constraints and creative applications will dictate which technologies scale and who controls them.
Jul 10, 2026 · 1h 4m
All-In with Chamath, Jason, Sacks & Friedberg
Tech leaders warn enterprise data risks are driving a sovereign AI shift
This episode exposes the critical tension between rapid AI adoption and data privacy, alongside the real-world economic pressures facing major tech hubs like California.
Jul 3, 2026 · 1h 42m
All-In with Chamath, Jason, Sacks & Friedberg
Nate Silver forecasts Democratic House takeover and shifts in 2028 landscape
Understanding the intersection of demographic voting patterns, prediction markets, and algorithmic social media is essential for anticipating the outcomes of the 2026 midterms and the 2028 presidential race.
Jun 29, 2026 · 1h 1m
All-In with Chamath, Jason, Sacks & Friedberg
Tech leaders warn of censorship risks and debate China's AI progress
As geopolitical tensions rise and hardware bottlenecks tighten, the race for AI dominance is reshaping global economics, private market valuations, and digital privacy rights.
Jun 26, 2026 · 1h 42m
All-In with Chamath, Jason, Sacks & Friedberg
GameStop CEO details $56 billion bid to acquire eBay
The hostile pursuit of eBay by GameStop's leadership represents a massive, unconventional bet on merging legacy brick-and-mortar retail with global digital marketplaces.
Jun 23, 2026 · 1h 3m
All-In with Chamath, Jason, Sacks & Friedberg
Hosts warn political oligarchy and AI regulation threaten American innovation
This episode highlights the growing tension between private technological advancement and state intervention, from AI regulation to the geopolitical shifts of the Iran peace deal.
Jun 19, 2026 · 1h 25m
All-In with Chamath, Jason, Sacks & Friedberg
Tech investors clash over AI guardrails and rising inflation pressure
As artificial intelligence safety measures trigger user backlash, the line between responsible development and regulatory capture is becoming dangerously thin.
Jun 13, 2026 · 1h 42m
All-In with Chamath, Jason, Sacks & Friedberg
Four top investors pitch their best live trades to All-In hosts
This episode provides a rare look at how elite investors pitch and defend their high-conviction ideas under intense scrutiny from experienced operators.
Jun 12, 2026 · 1h 8m
All-In with Chamath, Jason, Sacks & Friedberg
Pennsylvania senators forecast a blue-collar boom driven by AI and energy
As political polarization deepens, a bipartisan push for energy and technology infrastructure reveals a practical blueprint for national economic renewal.
Jun 10, 2026 · 43 min
All-In with Chamath, Jason, Sacks & Friedberg
Critical mineral shortages threaten US tech and defense sectors
As AI, defense, and energy grid demands surge, America's reliance on foreign supply chains for essential metals like copper and silver threatens national security and economic growth.
Jun 10, 2026 · 25 min
All-In with Chamath, Jason, Sacks & Friedberg
Google Ventures founder warns AI startups face severe valuation challenges
As AI valuations soar, understanding the underlying infrastructure advantages and venture funding dynamics determines which tech giants and startups will survive the next market correction.
Jun 9, 2026 · 29 min
All-In with Chamath, Jason, Sacks & Friedberg
Palo Alto Networks CEO declares analytical SaaS dead as AI agents take over
As AI agents replace traditional software interfaces, the entire enterprise SaaS landscape and cybersecurity paradigm are undergoing a rapid, permanent transformation.
Jun 8, 2026 · 31 min
All-In with Chamath, Jason, Sacks & Friedberg
Secondary markets surge as tech giants delay public offerings
The rise of robust secondary markets is reshaping how everyday investors access high-growth tech startups before they ever hit the public stock exchange.
Jun 7, 2026 · 40 min
All-In with Chamath, Jason, Sacks & Friedberg
Tech giants eye earlier IPOs to secure liquidity and operational focus
The tech industry is shifting away from late-stage private funding toward public listings, reshaping how high-growth hardware and AI startups fund their operations.
Jun 6, 2026 · 32 min
All-In with Chamath, Jason, Sacks & Friedberg
Dan Loeb details the return of stock picking and activist investing
As passive investing dominates the headlines, one of finance's most influential figures argues that fundamental stock selection is poised for a major comeback.
Jun 5, 2026 · 31 min
All-In with Chamath, Jason, Sacks & Friedberg
Thomas Laffont projects four-trillion-dollar AI IPO wave by 2026
The traditional venture capital playbook is being rewritten as massive AI scale concentrates market power among a few dominant players.
Jun 4, 2026 · 33 min
All-In with Chamath, Jason, Sacks & Friedberg
Bill Ackman reveals strategy for navigating AI disruption and market volatility
As rapid AI deployment threatens traditional business models, understanding how elite investors underwrite durability and navigate market cycles is critical for capital preservation.
Jun 3, 2026 · 30 min
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI targets massive infrastructure spend and outlines path to IPO
As AI development costs soar, OpenAI's financial strategy reveals the true price of staying ahead in the global technology race.
Jun 2, 2026 · 32 min
All-In with Chamath, Jason, Sacks & Friedberg
Venture capital leaders declare the AI jobs apocalypse narrative is dead
The conversation moves past speculative AI hype to analyze the concrete economic, regulatory, and philosophical realities defining the next phase of technology.
May 29, 2026 · 1h 35m
All-In with Chamath, Jason, Sacks & Friedberg
SpaceX targets two trillion valuation as Nvidia faces shock stock selloff
The intersection of SpaceX's historic private valuation, Nvidia's market volatility, and shifting federal AI policy will redefine the next decade of technology investing.
May 22, 2026 · 1h 42m
All-In with Chamath, Jason, Sacks & Friedberg
Marc Benioff warns of a SaaSpocalypse and global trade shifts
The intersection of geopolitical summits, AI-driven software disruption, and climate volatility will dictate global market stability over the next decade.
May 15, 2026 · 1h 17m
All-In with Chamath, Jason, Sacks & Friedberg
Charles and Chase Koch reveal the strategy behind their $150B empire
Understanding the management principles of one of the world's largest private companies offers a rare blueprint for long-term corporate survival and scaling.
May 12, 2026 · 1h 35m
All-In with Chamath, Jason, Sacks & Friedberg
Spencer Pratt targets corruption and administrative failure in Los Angeles
The breakdown of municipal governance in major American cities is forcing public figures to demand accountability for systemic failures in safety and infrastructure.
May 10, 2026 · 1h 11m
All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk positions SpaceX as AI infrastructure powerhouse in Anthropic deal
The intersection of aerospace infrastructure, massive AI capital expenditure, and looming regulatory frameworks will decide which tech giants control the next era of computing.
May 8, 2026 · 1h 22m
All-In with Chamath, Jason, Sacks & Friedberg
Hyperscalers risk overbuilding as OpenAI misses revenue targets
A massive mismatch is growing between capital expenditure on artificial intelligence and the actual revenue generated by leading AI startups.
May 1, 2026 · 1h 21m
All-In with Chamath, Jason, Sacks & Friedberg
Steve Hilton warns California faces a 1970s-style economic crisis
A leading conservative voice outlines the policy blueprint required for a Republican to win and govern a deeply blue California.
Apr 29, 2026 · 1h 9m
All-In with Chamath, Jason, Sacks & Friedberg
SpaceX acquires Cursor as SaaS debt struggles threaten software sector
The intersection of aggressive AI consolidation and a tightening SaaS debt market marks a major turning point for technology valuations and startup survival.
Apr 24, 2026 · 1h 31m
All-In with Chamath, Jason, Sacks & Friedberg
Travis Kalanick warns tax hikes will drive capital out of cities
As major cities implement aggressive tax policies, tech leaders and real estate investors are reassessing where to deploy capital just as AI infrastructure hits a critical energy bottleneck.
Apr 17, 2026 · 1h 31m
All-In with Chamath, Jason, Sacks & Friedberg
Anthropic charts rapid growth as security fears delay its next AI model
This episode connects the commercial realities of the AI race with the geopolitical shifts shaping global stability and U.S. foreign policy.
Apr 10, 2026 · 1h 29m
All-In with Chamath, Jason, Sacks & Friedberg
Governor Josh Shapiro champions bipartisan permitting reform and economic growth
As national divisions deepen, Pennsylvania's governor offers a rare, pragmatic model for achieving economic progress through bipartisan cooperation.
Apr 8, 2026 · 1h 2m
All-In with Chamath, Jason, Sacks & Friedberg
Silicon Valley startups challenge legacy defense contractors to accelerate military innovation
The slow pace of traditional military procurement threatens national security, making rapid software innovation vital for modern deterrence.
Apr 6, 2026 · 1h 9m
All-In with Chamath, Jason, Sacks & Friedberg
SpaceX eye IPO as geopolitical tensions reshape global energy markets
This episode connects frontier aerospace economics and quantum computing threats with the immediate reality of geopolitical energy crises.
Apr 3, 2026 · 1h 21m
All-In with Chamath, Jason, Sacks & Friedberg
AI giants clash over culture as Meta faces youth safety lawsuits
The diverging paths of top AI labs and escalating platform lawsuits will decide which technology architectures and corporate structures dominate the next decade.
Mar 27, 2026 · 1h 20m
All-In with Chamath, Jason, Sacks & Friedberg
John Fetterman challenges Democratic orthodoxy on the All-In podcast
As national politics become increasingly polarized, a prominent swing-state Democrat explains his willingness to break party ranks and engage with independent media.
Mar 18, 2026 · 45 min