All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
- 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 - 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
This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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 - More Episodes? Get the App