(0:00) Bestie intros!

(0:11) Ken Griffin's AI bubble warning

(8:19) Palo Alto Networks CEO Nikesh Arora joins

(14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead

(44:17) France on the brink: Riots, immigration referendum, debt crisis

(1:31:49) Trump's second half strategy, Press Secretary J-Cal?

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

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Referenced in the show:

https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now

https://x.com/chamath/status/2112757725369348417

https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718

https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security

https://x.com/eastdakota/status/2113079352682570051

https://x.com/nsacyber/status/2112903220209098897

https://abliteration.ai

https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html

https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21

https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd

https://x.com/visegrad24/status/2111542897598455888

https://polymarket.com/event/france-declares-state-of-emergency-byptptpt

https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt

https://x.com/GOP_is_Gutless/status/2112157762981347373

(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption

(9:07) Open Weight vs. Frontier AI Models

(18:07) AI and Cyber Warfare

(21:14) AI Regulation and the Global AI Arms Race

(30:32) Vertical Integration and Software Consolidation

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

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#allin #tech #news

(0:00) Dylan Field joins the show: Figma's origin story and mission

(3:16) Adobe's $20B deal blocked: inside the antitrust fight

(12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse"

(18:52) Creativity in the AI era: why taste and boldness win

(36:02) Human agency, AI's promise, and what comes next

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#allin #tech #news

(0:00) Ben Horowitz fills in for Friedberg!

(2:18) CoreWeave's debt selloff: did the AI bubble just pop?

(31:14) AI's deflationary impact: decompiled software

(45:44) Anthropic's investor day gets mixed reactions

(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices

(1:22:19) Understanding Bill Gates the Doomer

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/chamath/status/2110128893680378299

https://www.google.com/finance/quote/CRWV:NASDAQ

https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html

https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips

https://polymarket.com/event/coreweave-announces-bankruptcy-by

https://x.com/FearedBuck/status/2109443893955567694

https://polymarket.com/event/ipos-before-2027

https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo

https://www.anthropic.com/research/self-replicating-ai

https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

https://x.com/DavidSacks/status/2109849209742450696

https://www.anthropic.com/research/distillation-defenses

https://x.com/brian_armstrong/status/2109412046244913643

(0:00) Billy Evans joins Friedberg

(3:38) How they met, Elizabeth the person vs the headlines, indictment

(11:02) Life on trial, having a child, where she went wrong in fundraising

(19:28) Understanding the verdict, sentencing, and the mistake of staying silent

(26:09) Elizabeth calls from prison, her life in jail

(31:34) Why they did the documentary with Nathan Fielder

(35:47) The road home, restitution math, why his new company is not Theranos 2.0

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(0:00) Martin Shkreli joins the Besties!

(0:55) Why quantum computing is a one-trick business and why he's betting against it

(7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma

(11:37) AI, drug discovery, and who actually wins

(21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taught him

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

#allin #tech #news

(0:00) Bestie intros!

(2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare

(38:28) OpenAI's math breakthroughs and community backlash

(1:02:03) Riots in France, Friedberg's socialism metric, bond market

(1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless?

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html

https://www.anthropic.com/constitution

https://x.com/andrewcurran_/status/2108244808494154089

https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800

https://www.lesswrong.com/users/eliezer_yudkowsky

https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640

https://en.wikipedia.org/wiki/Roko%27s_basilisk

https://www.nytimes.com/2026/10/06/science/openai-math-problems.html

https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/

https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents

https://scottaaronson.blog/?p=10169

https://x.com/imjustnewatai/status/2107601711032373333

https://x.com/skdh/status/2107848423726555204

https://x.com/friedberg/status/2107856770609844491

https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273

https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html

https://www.nytimes.com/2026/10/08/business/france-bond-yields.html

https://x.com/LucAuffret/status/2108217923101683737

https://polymarket.com/event/next-french-presidential-election

https://polymarket.com/event/another-fed-rate-hike-in-2026

https://x.com/nikitabier/status/2108262529571144176

(0:00) Bestie intros!

(2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed

(17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging

(45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more

(1:00:24) Midterm predictions, 2028 look ahead

(1:09:28) Media coverage of attempted terrorist hijacking

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/WhiteHouse/status/2105292669303791687

https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30

https://www.atlantafed.org/research-and-data/data/gdpnow

https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm

https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e

https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH4925362

https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30

https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel

https://polymarket.com/predictions/midterms

https://x.com/OliaOnX/status/2105333178814832963

https://x.com/NYTimesPR/status/2105328158379856153

(0:00) Jake Paul joins the Chamath!

(6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC

(11:54) Attention as capital, investing without the celebrity label & why politics is next

(20:46) Drew Taggart & Alex Pall join the Besties!

(30:35) From artists to investors: picking deals, playing the sixth man & what fame buys

(37:33) Advice for famous investors, whether fame helps or hurts & the non-obvious bets

(46:10) Riding winners, getting cash back to investors & spotting bubble behavior

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

#allin #tech #news

(0:00) Daniel Ek joins the Besties!

(1:14) Starting Spotify: Beating piracy and betting his own money on the record labels

(6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're sick

(36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute

(44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story

Thanks to our partners for making this possible!

As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1

Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

#allin #tech #news

(0:00) Bestie Intros: Favorite All-In Summit moments

(3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"

(20:03) Open Source performance and cost: What this means for frontier companies

(29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure

(53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama

(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure

(1:27:13) Anthropic's bio research and "wet lab" in SF

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.deepseek.com/en/news/deepseek-v4-1-flash

https://x.com/XiaomiMiMo/status/2102138559952290106

https://x.com/0x0SojalSec/status/2101738277049131358

https://prismml.com

https://x.com/SenSanders/status/2102827319123693689

https://x.com/yipitdata/status/2102781268974793023

https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/

https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc

https://polymarket.com/event/ipos-before-2027

https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo

https://x.com/rauchg/status/2101186741042663579

https://www.anthropic.com/constitution

https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

https://x.com/mustafasuleyman/status/2100223594534150428

https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-going-rogue-against-the-humans-enslaving-it

https://www.anthropic.com/news/claude-discovers-novel-enzyme-system