Description
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Episodes
- 2026 / 4 / 6The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US...
- 2026 / 4 / 3SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream...
- 2026 / 3 / 27Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58)...
- 2026 / 3 / 26Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions (26:23) The next frontier:...
- 2026 / 3 / 26Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions (26:23) The next frontier:...
- 2026 / 3 / 23Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is...
- 2026 / 3 / 23How Matt Mahan Thinks He Can Save California(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions & Lobbying in Sacramento (19:05) California's Housing Crisis: Regulation & Fees...
- 2026 / 3 / 19Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new...
- 2026 / 3 / 18John Fetterman: The Rogue Democrat Who Broke Party Ranks(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans...
- 2026 / 3 / 17Travis Kalanick & Michael Dell Live from Austin, Texas(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the...
- 2026 / 3 / 13Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05)...
- 2026 / 3 / 11Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the IPO...
- 2026 / 3 / 9Graham Allison on the Global Realignment: Iran, China, Israel, Greenland(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame scenarios:...
- 2026 / 3 / 7Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles, role in transition and...
- 2026 / 3 / 6Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's...
- 2026 / 3 / 3Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong About...
- 2026 / 2 / 28Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge,...
- 2026 / 2 / 20Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is this...
- 2026 / 2 / 20Prince Andrew Arrested, Epstein Mythology, Reid Hoffman Files with Saagar Enjeti & Michael Tracey(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is this...
- 2026 / 2 / 13Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor...
- 2026 / 2 / 10CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) The FTX...
- 2026 / 2 / 7Epstein 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...
- 2026 / 1 / 30ICE 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...
- 2026 / 1 / 25The 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...
- 2026 / 1 / 24Healthcare Needs Builders, Not Bureaucrats: Dr. Mehmet Oz 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...
- 2026 / 1 / 24Dr. 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...
- 2026 / 1 / 23Coinbase 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...
- 2026 / 1 / 23Coinbase CEO Brian Armstrong Breaks Down the Three Biggest Trends in Crypto + 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...
- 2026 / 1 / 23Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The China...
- 2026 / 1 / 22Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship...
- 2026 / 1 / 21Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50)...
- 2026 / 1 / 17Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:18)...
- 2026 / 1 / 15Can We Trust the FDA? Marty Makary on Science, Power & Patients(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how...
- 2026 / 1 / 15Supercharging a New FDA: Marty Makary on Science, Power & Patients(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how...
- 2026 / 1 / 13Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DEI,...
- 2026 / 1 / 10All-In's 2026 Predictions(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) Biggest...
- 2026 / 1 / 9Howard Lutnick: How America Can Hit 6% GDP Growth in 2026(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda was...
- 2026 / 1 / 8Why 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...
- 2025 / 12 / 31Massive 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,...
- 2025 / 12 / 24All-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...
- 2025 / 12 / 22Scott 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,...
- 2025 / 12 / 19Bernie 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?...
- 2025 / 12 / 13Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI...
- 2025 / 12 / 6OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism...
- 2025 / 11 / 26Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed...
- 2025 / 11 / 22Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry...
- 2025 / 11 / 14Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms...
- 2025 / 11 / 7Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win...
- 2025 / 11 / 5Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising...
- 2025 / 11 / 4Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the...