All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
- 1 hour 3 minutesGraham 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: Democracy, extremism, second-order effects
(21:07) Israel: Is Netanyahu destroying Israel's democracy?
(24:28) China: Taiwan invasion, trade, and Trump's April meeting
(39:50) Greenland: Importance, deal scenarios, EU socialism angle
(48:58) Nuclear proliferation: 80-80-9 framework explained
(56:20) Rising socialism in America: wealth inequality and political risk
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9 March 2026, 8:42 pm - 47 minutes 56 secondsExiled 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 potential leadership
(17:14) Thoughts on the people and spirit of Iran
(21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East
(33:59) Future leader and government of Iran, plan for transition
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7 March 2026, 6:00 pm - 1 hour 22 minutesInside 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 role in the conflict, relationship with the US, Iron Beam
(37:24) Oil prices, Trump's maritime insurance play
(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk
(1:02:03) How to value Anthropic after its supply chain risk designation
(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military
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Referenced in the show:
https://x.com/chamath/status/2029584905831891069
https://polymarket.com/event/us-forces-enter-iran-by
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://x.com/chamath/status/2029416079781736844
https://x.com/USWREMichael/status/2029539950962626734
https://x.com/addyosmani/status/2029372736267805081
https://github.com/googleworkspace/cli
https://x.com/chamath/status/2029634071966666964
https://www.lloyds.com/about-lloyds/history/lloyds-buildings
6 March 2026, 9:23 am - 49 minutes 14 secondsRay 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 Tariffs
(41:11) Is America Heading Towards Collapse?
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Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next.
Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse.
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3 March 2026, 10:00 am - 1 hour 21 minutesSoftware 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, what's behind datacenter opposition?
(52:13) State of the Union reactions
(1:03:58) Science Corner: Cure for blindness via Yamanaka Factors?
(1:10:17) SCOTUS strikes down tariffs, Trump pivots
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Referenced in the show:
https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c
https://x.com/chamath/status/2027077786503164260
https://www.citriniresearch.com/p/2028gic
https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report
https://x.com/TurnerNovak/status/2026332990914101699
https://x.com/anistotle_/status/2026306126674108788
https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the
https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion
https://www.derekthompson.org/p/nobody-knows-anything
https://x.com/kalshi/status/2027040345419129166
https://x.com/StockMarketNerd/status/2019837212515528730
https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/
https://x.com/DavidSacks/status/2027087693327237251
https://x.com/levie/status/2026885050411745491
https://x.com/typesfast/status/2026998028222013679
https://x.com/cboyack/status/2021647373571862952
https://x.com/chamath/status/2025369318696124859
https://x.com/pat_hedger/status/2026742424471560636
https://x.com/SemiAnalysis_/status/2026719180284666046
https://x.com/WesternLensman/status/2024661247296172486
https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30
https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31
28 February 2026, 12:34 am - 1 hour 47 minutesEpstein 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 story really about?
(34:10) Michael Tracey explains "Epstein Mythology"
(1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein
(1:32:52) Michael Tracey responds to criticism
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Referenced in the show:
https://x.com/kevinnbass/status/2024276079888732649
https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein
https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties
https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html
https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations
https://x.com/kevinnbass/status/2023941188588290502
https://x.com/kevinnbass/status/2024276084401828260
20 February 2026, 9:31 pm - 1 hour 13 minutesDebt 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 conference
(32:48) CBO report: Death spiral, growth opportunity, or golden age?
(48:06) State of the economy and US jobs
(1:03:22) Ferrari's fully electric car goes viral
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Referenced in the show:
https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3
https://x.com/mattshumer_/status/2021256989876109403
https://x.com/Jason/status/2021272988100984862
https://x.com/chamath/status/2022009107964899755
https://x.com/chamath/status/2021991383327027322
https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf
https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/
https://www.youtube.com/watch?v=SzuvVcH2amc
https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf
https://fred.stlouisfed.org/series/FYONGDA188S
https://fred.stlouisfed.org/series/FYFRGDA188S
https://x.com/RealEJAntoni/status/2021608233866027065
https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756
13 February 2026, 9:56 pm - 1 hour 57 minutesCZ'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 Story: SBF Relationship and Collapse
(1:09:46) Facing Biden's Anti-Crypto DOJ
(1:25:25) Inside Federal Prison
(1:40:10) Life After Binance and New Ventures
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10 February 2026, 4:56 am - 1 hour 19 minutesEpstein 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
(1:00:50) SpaceX and xAI merge
(1:10:45) Brad's major win with Trump Accounts
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Referenced in the show:
https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html
https://www.miamiherald.com/news/local/article214210674.html
https://x.com/stockpickerspb/status/2009363916573290715
https://x.com/galnagli/status/2017573842051334286
https://x.com/balajis/status/1937517664907460980
https://x.com/truflation/status/2019409671212396815
https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html
https://polymarket.com/event/spacex-ipo-closing-market-cap-above
7 February 2026, 4:35 am - 1 hour 30 minutesICE 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 the next phase of AI
(1:09:58) De-dollarization, gold and silver ripping
(1:20:05) California governor race
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Referenced in the show:
https://x.com/StephenM/status/2015133481261474030
https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting
https://www.youtube.com/watch?v=y2Z3ZUbL2e0
https://www.youtube.com/watch?v=tke0kY4l4e4
https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/
https://x.com/shellenberger/status/2016671351486967995
https://x.com/BoLoudon/status/1942641987326185693
https://x.com/JamesBlairUSA/status/2016154036550930765
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
https://x.com/Geiger_Capital/status/2016564161484873748
https://x.com/RapidResponse47/status/2016537492493676905
https://x.com/chamath/status/2015966444027322763
https://polymarket.com/event/california-governor-election-2026
30 January 2026, 11:25 pm - 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
On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— investing for those who take it seriously.
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25 January 2026, 7:52 pm - More Episodes? Get the App