(0:00) Bestie intros!

(1:20) Jensen Huang out as CEO: Spy allegations, classified memo leak, who wanted Jensen out?

(31:22) Market impact: AI trade, what happens to "The Bank of Nvidia," China's strategy

(44:19) Export controls, totalitarian AI risks, China hawks

(58:26) Who should be Nvidia's next CEO?

(1:06:25) Anthropic kicks off IPO road show

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Referenced in the show:

https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition

https://www.nytimes.com/2026/11/06/us/politics/chinese-spy-agency-nvidia-jensen-huang.html

https://www.cnbc.com/2026/11/08/nvidia-jensen-huang-email-board-of-directors-statement.html

https://www.nytimes.com/2026/11/08/us/politics/rubio-nvidia-ceo-chinese-spy.html

https://www.nytimes.com/2026/11/11/technology/jensen-huang-nvidia-affair.html

https://www.wsj.com/business/nvidia-is-preparing-to-oust-nvidia-ceo-jensen-huang-30f421ad

https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.html

https://www.nytimes.com/2026/10/29/us/politics/nvidia-china-jensen-huang-trump.html

https://x.com/CulperResearch/status/2054623784452120917

https://www.axios.com/2026/11/11/bessent-lutnick-megaspeed-nvidia-china-chips

https://nypost.com/2026/08/17/us-news/eric-swalwell-hooked-up-with-suspected-chinese-spy-christine-fang

https://www.politico.com/news/2026/11/11/jim-himes-alice-huang-nvidia-spy-01161718

https://x.com/Polymarket/status/2119930299609952552

https://x.com/SamLyman33/status/2120126986341294387

https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance

https://finance.biggo.com/news/9cfaec47-9327-4e6a-9896-1cc956d084cc

https://www.cnbc.com/2025/09/18/china-blocks-nvidia-ai-chips.html

https://www.reuters.com/technology/chinas-deepseek-returns-with-new-model-year-after-viral-rise-2026-04-24/

https://x.com/ChinaSelect/status/2120904763630060015

https://x.com/WillManidis/status/2120948514033443297

https://x.com/notjazii/status/2120856123544834231

https://www.reuters.com/business/anthropic-ipo-raise-much-644-billion-latest-draft-prospectus-shows-2026-11-10

https://x.com/claudeai/status/2120973994191094179

https://x.com/claudeai/status/2120206365759094857

(0:00) Axon CEO Rick Smith joins David Friedberg

(2:39) History of TASER/Axon: brink of bankruptcy to IPO

(9:05) Going public during the dot-com crash, selling to police, battling shorts and an SEC investigation, pivoting to software

(20:47) Creating the police body cam, surveillance state concerns around Flock

(35:25) Freedom vs safety, Skydio deal, Taser drone project controversy

(45:24) Future of robotic systems and drones in policing

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(0:00) Bestie intros!

(3:37) Midterms postmortem: What led to a generational GOP collapse?

(32:26) How can Trump salvage his presidency?

(53:13) Market reaction: Data center fears, $4T in market cap shed, AI ban potential

(1:24:21) Science Corner: OpenAI solves Exponential Time Hypothesis

*This episode was recorded Friday morning

Chamath on Tetragrammaton with Rick Rubin:

https://www.youtube.com/watch?v=sUgwBqSRf3E

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Referenced in the show:

https://www.nytimes.com/live/2026/11/06/us/midterm-elections-trump

https://www.texastribune.org/2026/11/04/texas-democrats-blue-wave

https://www.cnbc.com/2026/11/06/jobs-report-october-2026.html

https://x.com/atrupar/status/2118056070715162747

https://x.com/JDVance/status/2118004988433641835

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

https://www.wsj.com/finance/major-investors-are-skeptical-anthropic-ipo-can-achieve-1-5-trillion-valuation-ca965d8b

https://x.com/xdNiBoR/status/2118412345789579392

https://www.crusoe.ai/resources/newsroom/crusoe-wyoming-data-center-campus-update

(0:00) Bestie Intros

(3:22) Anthropic S-1 Breakdown: Greatest Business Ever?

(32:47) AI's Biggest Problem and Anthropic's Doomer Showdown

(1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong?

(1:14:17) Final Midterms Predictions and Scenarios

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Intro Music Credit:

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Referenced in the show:

https://www.semafor.com/article/10/28/2026/all-in-podcast-cools-on-super-intelligence

https://x.com/AndrewBenson/status/2115458726396310008

https://www.nbcnews.com/business/markets/anthropic-releases-ipo-filing-ahead-highly-anticipated-stock-debut-rcna605676

https://www.reuters.com/business/anthropic-recorded-net-loss-over-80-billion-first-half-this-year-wsj-reports-2026-10-20

https://x.com/rdominguezibar/status/2114785991462428811

https://x.com/jaminball/status/2115121906630238287

https://www.vox.com/future-perfect/507875/anthropic-ipo-stop-ai-race-safety

https://www.anthropic.com/institute/measuring-pace-of-ai-development

https://www.nbcnews.com/business/markets/alphabet-google-stock-ai-advertising-rcna606322

https://x.com/EconomyApp/status/2115539079999971384

https://fortune.com/2026/10/28/alphabet-google-stock-drops-cloud-revenue-doubles-free-cash-flow-negative

https://x.com/Couch_Investor/status/2115541399898571180

https://x.com/Geiger_Capital/status/2112702741995037179

https://x.com/PatrickRuffini/status/2089729804941594660

https://x.com/maxanderson/status/2080229375773941871

https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

(0:00) Welcome Will Ahmed, CEO of WHOOP

(0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot

(6:59) Inside 50 Billion Hours of 24/7 Health Data

(19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking

(34:57) WHOOP vs. the FDA & Competitor Wearables

(44:33) Lightning Round & LeBron James becomes a WHOOP Ambassador

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#allin #tech #news

(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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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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#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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(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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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

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

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

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(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/

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#allin #tech #news