All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
- 2 hours 14 minutesThe 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 in the AI era, most capable hacker nations, and more
(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them
(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout
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25 January 2026, 7:52 pm - 1 hour 5 minutesDr. 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
(44:02) California fraud and accountability
(56:57) Immigration and addiction
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24 January 2026, 6:19 am - 1 hour 35 minutesCoinbase 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
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Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.
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23 January 2026, 6:37 pm - 47 minutes 56 secondsInside 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 Threat, globalization strategy
(39:12) America's entrepreneurial AI outlook
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23 January 2026, 4:38 am - 45 minutes 4 secondsUnder 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 tariff"
(22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship
(34:42) Understanding the "Censorship Industrial Complex" in America
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22 January 2026, 7:00 pm - 32 minutesMicrosoft 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) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic
(12:39) Views on diffusion, how the US tech stack can win globally
(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?
(26:08) What SaaS adoption looks like in the age of AI
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21 January 2026, 9:16 pm - 1 hour 10 minutesIran'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) OpenAI's compute deal with Cerebras, the renaissance in decode silicon
(35:09) Billionaire backlash in California: Wealth Tax exodus
(56:13) Greenland acquisition: Why it's crucial
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Referenced in the show:
https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://home.treasury.gov/news/press-releases/sb0364
https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0
https://x.com/chamath/status/2011486582386106387
https://x.com/friedberg/status/2011703965143220457
https://x.com/chamath/status/2011197387830935777
https://polymarket.com/event/will-trump-acquire-greenland-before-2027
17 January 2026, 12:00 am - 1 hour 29 minutesSupercharging 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 to cut down on clinical trial timelines
(33:13) Reshaping the failed Food Pyramid
(41:29) GLP-1s and America's Obesity Epidemic
(49:54) Rethinking vaccines from first principles
(59:40) Lowering drug prices, the power of AI for healthcare
(1:18:57) What causes autism?
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15 January 2026, 7:35 pm - 1 hour 9 minutesAdam 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, Hollywood's transformation, socialism, "safe spaces and octagons"
(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?
(51:23) Who should be California's next governor?
(58:04) Big Tech, AI, and the 2028 Election
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13 January 2026, 3:04 am - 1 hour 31 minutesAll-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 Business Deal
(56:15) Most Contrarian Belief
(1:03:05) Best Performing Asset
(1:08:02) Worst Performing Asset
(1:15:17) Most Anticipated Trend
(1:21:18) Most Anticipated Media
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Referenced in the show:
https://x.com/reidhoffman/status/2009015043258552670
https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html
https://x.com/Daily_MailUS/status/2008903817341931618
https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse
https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges
https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121
10 January 2026, 4:28 am - 1 hour 27 minutesHoward 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 planned and executed, how it's going
(19:50) US-Japan trade deal, China's chaos-to-prowess strategy
(36:54) Why the India deal has not yet happened
(43:48) Pharma deals, lowering costs for Americans
(53:28) Focus on fraud, immigration, gold cards
(1:03:48) GDP: Could we see 5 or 6% growth in 2026?
(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal
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