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All-In with Chamath, Jason, Sacks & Friedberg

ByAll-In Podcast, LLC
262 episodes

Podcast Summary

Dive into the dynamic world of "All-In with Chamath, Jason, Sacks & Friedberg," where four industry titans dissect the latest trends in economics, technology, and politics with an unfiltered lens. What sets this podcast apart is its unique blend of expertise and camaraderie, as these best friends share insights that are as entertaining as they are informative. From exploring Miami's innovative strategies for reducing homelessness with Mayor Francis Suarez to unraveling the complexities of the AI doomer ecosystem, each episode is packed with thought-provoking discussions. The hosts frequently welcome high-profile guests, amplifying the conversation with diverse perspectives. With topics ranging from venture capital to the societal impacts of technology, "All-In" invites listeners to engage with the pressing issues of our time while also enjoying a few laughs along the way. Tune in for a refreshing take on today’s most relevant conversations—this is where intellect meets entertainment.

#1

Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami

(0:00) The Besties welcome Mayor Francis Suarez!(0:23) How Miami significantly decreased homelessness and homicides(5:17) Formula for turning Miami into America's happiest and healthiest city(10:32) Addressing overregulation at the local level(17:05) Ambitions for his post-Mayor career(21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!Thanks to our partners for helping make this happen!Check out OKX: out Circle: Mayor Suarez: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-06-03•24mins
#2

AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

(0:00) Bestie intros!(1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation(25:17) Doom vs Boom in AI: Job Destruction or Abundance?(52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues(1:17:14) US Steel/Nippon Steel deal: national champions and golden votesFollow the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-05-31•1hr 29mins
#3

Nico Rosberg on the Booming Business of F1 | All-In Live from Miami

(0:00) The Besties welcome Nico Rosberg!(0:27) Nico's history with F1, what makes a great driver(6:24) The business of F1(10:05) Teammate rivalries, why "Drive to Survive" works, future growth(16:48) Post-F1 career, best angel investments, becoming a VC(22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!Check out OKX: out Circle: Nico: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-05-29•24mins
#4

Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview

(0:00) Friedberg and Chamath welcome Senator Ron Johnson(2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt(14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality(24:53) Energy rescissions, future of DOGE(32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement(54:15) Next steps if the Big, Beautiful Bill passes(58:35) Post-interview recapFollow Senator Johnson: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-05-25•1hr 1mins
#5

Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

(0:00) Today's topics and bestie intros!(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House(38:15) Google's big week: AI in search, roadmap to diversifying revenue(46:49) OpenAI acquires Jony Ive's design startup for $6.5B(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals(1:15:25) Science Corner: CRISPR breakthrough!(1:23:02) How increased energy production could solve America's fiscal problemsFollow the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-05-24•1hr 33mins
#6

Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami

(0:00) The Besties welcome Antonio Gracias!(0:30) DOGE updates: Government complexity worse than imagined, how to fix it(9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service(15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system(22:12) Fixing immigration in the USThanks to our partners for helping make this happen!Check out OKX: out Circle: Antonio: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-05-21•28mins
#7

Sergey Brin, Google Co-Founder | All-In Live from Miami

(0:00) The Besties welcome Sergey Brin!(0:40) Sergey on his return to Google, and how an OpenAI employee played a role!(5:58) AI's true superpower and the next jump(12:23) AI robotics: humanoids and other form factors(17:07) Future of foundational models and open-source(19:59) Human-computer interaction in the age of AI(31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!Check out OKX: out Circle: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-05-20•33mins
#8

Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

(0:00) The Besties welcome Ben Shapiro!(1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament(7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East"(35:18) US-China deal: is the tide turning on tariffs?(46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral(1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others(1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention?Follow Ben Shapiro: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-05-17•1hr 37mins

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#9

Sundar Pichai, CEO of Alphabet | The All-In Interview

(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai(2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user(15:32) Infrastructure advantage, foundational model differentiation(25:08) Future of human-computer interaction, hardware, competitive landscape in AI(35:29) Energy constraints in AI(41:20) Google's progress in quantum computing and robotics(47:56) Culture, coddling, and talent recruitment in the age of AI(56:50) Does he consider Alphabet a holding company searching for Google's next $100B business?Follow Sundar: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-05-16•1hr 2mins
#10

Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

(0:00) The Besties intro Philippe Laffont!(2:12) Miami F1 Recap!(12:10) Fed holds rates steady on tariff uncertainty(32:47) Google drops after Apple sees fall in search queries on Safari(56:48) Creating a new Mag 7(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investorFollow Philippe Laffont: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-05-09•1hr 36mins
#11

Doug Burgum, Secretary of the Interior | All-In DC

(0:00) David Friedberg introduces Secretary Doug Burgum(2:11) Burgum's background and how it led to his role in the administration(10:56) The state of American energy and how we got here(22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance(34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt(42:25) Mining, overseeing the EPA, aligning agencies with outcomesFollow Secretary Burgum: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-05-06•51mins
#12

Brooke Rollins, Secretary of Agriculture | All-In DC

(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins!(1:32) How she ended up in Trump's two administrations, history of the USDA(16:56) Trump's first 100 days, what needs to be reformed in the USDA(21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration(30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background(34:33) State of US farming in 2025, labor costs, opening up new markets, and more(42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovationFollow Secretary Rollins: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-05-04•50mins
#13

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!(4:05) Is Sacks back?(8:19) Reflecting on Trump's first 100 days(28:16) Global trade disruption, how businesses are dealing with tariffs(49:14) Amazon flip-flops on tariff pricing feature; national security issues(1:04:13) AI agents, 1,000,000X'ing AI, and moreFollow Aaron Levie: Ryan Petersen: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-05-03•1hr 35mins
#14

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

(0:00) The Besties intro Andrew Ross Sorkin(2:04) Market bump: Trump rally or a Bessent put?(18:04) Are tariffs damaging the American "brand"? Apple's investment in India(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE(1:18:35) Science Corner: China's Thorium BreakthroughFollow Andrew: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-04-26•1hr 29mins
#15

Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

(0:00) The Besties welcome Tim Dillon!(6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities(28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away(57:04) Hollywood's DEI facade, thoughts on AI, and more(1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals!(1:26:44) Science Corner: Mitochondrial TherapyFollow Tim: out Tim's new special: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-04-19•1hr 38mins
#16

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

(0:00) Bestie intros!(0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs(21:21) Measures for success of tariffs, debating the impact of letting China into the WTO(46:14) Is the US being exploited on trade? Was free trade a mistake?(1:02:01) Recession chances, How the Trump administration gathers information(1:19:39) Future of the Democratic Party, Abundance agenda, DOGE(1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: Ezra: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-04-11•2hr 1mins
#17

DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

(0:00) The Besties welcome Ben Shapiro and Antonio Gracias(1:54) Why Antonio is helping out and what it's like working with DOGE(4:56) DOGE's latest findings: illegal immigration, social security, and more(27:59) Was Biden's open border policy a Dem strategy to expand their voter base?(39:55) Tariffs: Liberation Day chaos, reactions, strategy(55:26) Impact, consequences, and risks for the Trump Administration(1:13:50) How the US can thrive in a high-tariff world(1:31:33) Future US political landscape if the tariff strategy fails(1:42:27) Chamath recaps his best-performing asset of 2025 + wrapFollow Antonio: Ben: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-04-04•1hr 54mins
#18

All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson

(0:00) Friedberg and Jason are live from Austin!(2:51) How building an audience has impacted the Besties(11:15) Colin & Samir join the Besties!(12:01) Evolution of short-form and long-form content(22:18) Business models for creatives(35:04) Advice to up and coming creators(42:10) Chris Williamson joins the Besties!(50:17) Making it seem effortless(57:47) Monetizing content(1:05:02) Scaling a one-man show(1:19:15) Bryan Johnson joins the Besties!(1:20:13) Spotify’s move to video(1:21:21) Bryan’s Ketamine experience(1:28:03) Creators and value props(1:36:52) Issues with the US food industry(1:43:10) Top tips for healthy livingThanks to our partners for making this happen:Gemini: Go to to get $50 in bitcoin when you sign up and trade.Function Health: Go to and use gift code ALLIN100 at checkout to get a $100 credit toward membership - limited to the first 1K listeners.NIAGEN Plus IVs: Visit to discover the future of cellular performance.Follow Colin and Samir: Chris Williamson: Bryan Johnson: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-04-03•1hr 50mins
#19

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

(0:00) The Besties welcome Gavin Baker back on the show!(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back(16:22) US vs China in AI: Manus, China building its own Nvidia, and more(28:37) The Administration's endgame for tariffs(53:05) Signalgate: context and fallout(1:09:42) El Salvador deportationsFollow Gavin: the besties: runs Founder.University, a pre-accelerator for year zero startups apply today: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-03-29•1hr 27mins
#20

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

(0:00) Welcoming Cyan Banister and David Sacks!(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation(1:12:57) Space rescue, SpaceX vs China, lunar landingThanks to our partners for making this happen:Hims: | (use code allin): Cyan: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:Bessent interview: interview:

2025-03-22•1hr 30mins
#21

Howard Lutnick | All-In DC

(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!(1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics(14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump(38:01) Balancing the budget and fixing GDP(52:21) Tariff history and strategy, global trade(1:10:34) Trump Cards, building better government software, AI thoughts(1:22:49) Sovereign Wealth Fund strategy(1:37:16) How his family reacted to his new roleThanks to our partners for making this happen:Hims: | (use code allin): Secretary Lutnick: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-03-20•1hr 44mins
#22

Scott Bessent | All-In DC

(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent!(2:12) Scott's background, what drew him to equities, the role of macro investors(7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today(21:30) Scott explains the Trump Administration's economic strategy(32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt(42:06) DOGE, DC grifts, shakeup at the IRS(50:51) Re-engineering social security through the US SWF, how energy factors in (1:00:02) Surprises, fixing affordability, thoughts on President TrumpThanks to our partners for making this happen:Hims: | (use code allin): Secretary Bessent: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit:

2025-03-19•1hr 13mins
#23

Fixing the American Dream with Andrew Schulz

(0:00) The Besties intro Andrew Schulz!(3:29) Friedberg hits a quick Science Corner on the future of fertility(9:35) Reacting to Gavin Newsom's new podcast: genius or pandering?(19:36) Tariff experiment so far: risks, communication issues, and more(30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform(55:45) Aligning upside via increased stock market participation(1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following(1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGEGET TICKETS for All-In Live: Miami Andrew: out Andrew's new special LIFE: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-03-15•1hr 39mins

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#24

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

(0:00) The Besties welcome Joe Lonsdale!(3:51) Jason recaps an eventful week in Washington(8:29) Trump's tariffs: endgame, impact, chaos, master plan(26:25) DOGE, IRA grifting, do campaign contributions need to be capped?(53:42) CoreWeave IPO(1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy(1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts(1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models(1:33:47) All-In for F1 Miami!(1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile(1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day(1:57:23) Importance of disclosures and updates on a market structure billGET TICKETS for All-In Live: Miami Joe: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-03-08•2hr 6mins
#25

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

(0:00) Bestie intros(1:41) Epstein files first release underwhelms(4:40) Friedberg recaps his experience on Celebrity Jeopardy!(14:22) State of autonomous robots(21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building(29:12) State of the market: stocks, tariffs, spending bill, the "great reset"(49:07) Trump's Gold Card(56:19) Sophisticated investor test, changing accreditation laws(1:06:57) USPS, Bezos refocuses the WaPo's opinion pageFollow the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-03-01•1hr 15mins
#26

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

(0:00) The Besties welcome John and Patrick Collison!(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years(43:51) Crypto Corner: Milei's Memecoin embarrassment(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up(1:30:22) Science Corner: Asteroid update(1:35:42) Why Stripe hasn't gone public yet, despite great metricsRegister for All-In at SXSW: John: Patrick: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-02-22•1hr 45mins
#27

JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases, with Naval Ravikant

(0:00) The Besties intro Naval Ravikant!(9:07) Naval reflects on his thoughtful tweets and reputation(14:17) Unique views on parenting(23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers(1:11:06) Tariffs and the US economic experiment(1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders(1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks(1:45:09) Tulsi Gabbard, RFK Jr. confirmedFollow Naval: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-02-15•1hr 50mins
#28

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

(0:00) The Besties intro Antonio Gracias!(3:11) DOGE takes on USAID(31:44) Sacks breaks in to talk USAID(34:00) Sacks explains what he's working on: Crypto/AI Frameworks(46:41) The Democratic Party's shrinking base(52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News(1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI(1:23:21) Science Corner: GLP-1 macro studyFollow Antonio: the besties: on X: on Instagram: on TikTok: on LinkedIn: Music Credit: Video Credit: in the show:

2025-02-07•1hr 36mins
#29

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2025-01-31•1hr 49mins
#30

Ray Dalio | The All-In Interview

(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US and China Follow the Besties: Follow Ray Dalio: Read Part 1 of "How Countries Go Broke": Pre-order "How Countries Go Broke": Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2025-01-28•1hr 16mins
#31

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

(0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown (33:39) TikTok's grace period, valuing the business, US new equity strategy? (57:01) Jan 6th pardons, birthright citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netflix's stock rise correlates with some alarming societal trends (1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs Follow the besties: Follow Thomas Laffont: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2025-01-25•2hr 5mins
#32

Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip (33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more (1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban Follow the Besties: Follow Whip Emmer: Follow Rep. Swalwell: Follow Rep. Khanna: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

2025-01-20•1hr 44mins
#33

Senator Ted Cruz | The All-In Inauguration Series

(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag (2:21) Texas vs. California: how to approach building and entrepreneurship (10:25) Thoughts on immigration, serving in the Senate, over-politicization (16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity (23:54) How Sen. Cruz would approach Trump's first two weeks of his second term (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada (42:45) Thoughts on Senate confirmation hearings Follow the Besties: Follow Senator Cruz: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

2025-01-19•48mins
#34

Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

(0:00) The Besties welcome Mark Pincus! (3:53) Mark's background (6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls (51:32) Congestion pricing in NYC, fixing broken cities (1:08:33) TikTok ban: origin and potential outcomes (1:19:15) MBA hiring downturn (1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs! Follow the Besties: Follow Mark Pincus: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2025-01-18•1hr 42mins
#35

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids? Follow the Besties: Follow Cyan Banister: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2025-01-11•1hr 47mins
#36

2025 Predictions: Tech, Business, Media, Politics!

(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: Follow Gavin Baker: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2025-01-04•1hr 55mins
#37

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback

(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can positively impact quickly in crypto and AI (18:42) DOGE's first casualty and its paradigm-shifting potential (48:25) Conspiracy Corner: What are these drones over New Jersey!? (57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape, downstream impact on business software (1:27:29) Google's AI turnaround, future of AI physics and video models Follow the besties: Follow Aaron Levie: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-12-20•1hr 36mins
#38

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC

(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion (25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more (43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing (54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline (1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto Follow the besties: Follow Keith: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-12-13•1hr 28mins
#39

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:07) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (40:52) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:07) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:07:56) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!: Follow the besties: Follow Gavin Baker: Follow Joe Lonsdale: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-12-07•1hr 24mins
#40

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-11-23•1hr 10mins
#41

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-11-16•1hr 23mins
#42

Trump wins! How it happened and what's next

(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The All-In Holiday Spectacular!: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-11-08•1hr 43mins
#43

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

(0:00) Bestie intros! (4:50) US Real GDP growth comes in at 2.8%, but there are underlying issues (28:26) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (35:34) Sacks's idea to auction off public spectrum licenses of major broadcast networks (41:27) How the media became one of the least trusted institutions in the US (53:35) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:04) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: Get tickets for The All-In Holiday Spectacular!: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-11-01•1hr 30mins
#44

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or have they hit market saturation? Get tickets to The All-In Holiday Spectacular: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-10-25•1hr 36mins
#45

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring Expedia (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI, Nuclear vs NIMBY debate (1:11:10) Lawfare from the California Coastal Commission Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-10-18•1hr 18mins
#46

JD Vance | All-In Summit 2024

(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation problem (5:04) Thoughts on Trump (8:53) Would JD Vance have certified the election in 2020? (12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs (19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years (23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem (25:55) Fixing the Southern Border (32:16) How to practically approach deportations, who's coming in through the Southern Border? (36:51) Relationship with China Follow JD Vance: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

2024-10-15•46mins
#47

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The Jayter's Ball (38:53) Google antitrust update: DOJ is going for a breakup (53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs (1:03:44) New TikTok survey shows increased usage as a news source (1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris? Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-10-11•1hr 24mins
#48

Elon Musk | All-In Summit 2024

(0:00) Announcement from Friedberg (0:20) Besties intro Elon Musk! (1:19) The Battle of Free Speech (10:21) Potential government efficiency agency (27:41) SpaceX updates, overreaching regulations (36:06) Thoughts on Boeing's culture (38:23) The 80/20 AI Future (53:59) Elon and Jason share unaired SNL skits Follow Elon: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

2024-10-08•1hr 4mins
#49

In conversation with Mark Cuban

(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 (5:43) The history of Cuban's love/hate relationship with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party nominations: Kamala vs. Trump (49:18) Biden's performance as President: what he got right and wrong (55:45) Should Kamala share blame for Biden's failures? (1:07:01) International conflict, national debt, crypto regulation (1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump (1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs (1:44:50) Thoughts on AI, what's next for him (1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise Follow Mark: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

2024-10-03•2hr 6mins
#50

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

(0:00) Announcement from Friedberg! (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs (1:32) What is the Deep State Party, and what are their goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding the escalatory path to nuclear war (36:08) India's growing role; are China's wounds self-inflicted? (47:07) Conflict in the Middle East and the path to peace Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

2024-10-01•54mins

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