(0:00) Tucker joins the besties!
(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery
(25:40) What's behind the rise of Nick Fuentes and America First?
(49:13) Understanding the Anti-AI sentiment
(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel
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Referenced in the show:
https://x.com/chamath/status/1999139689173749835
https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html
https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602
https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes
https://x.com/DavidSacks/status/1997843165102100528
https://fred.stlouisfed.org/series/LNS14024887
https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
(0:00) Bestie intros
(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share
(28:14) David Sacks vs. New York Times
(51:24) New poverty line, America's slow descent into socialism
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Referenced in the show:
Sacks's AI waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf
Sacks's Crypto waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf
https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html
https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html
(0:00) Molly Bloom joins the besties live in Las Vegas!
(1:48) Did Jason actually play in "Molly's Game"?
(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game
(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie
(31:10) Best celebrity poker players, high-stakes poker archetypes, and more
(34:31) Sales coaching advice
Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.
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(0:00) Bestie intros LIVE from The Venetian Las Vegas
(1:13) Epstein Files breakdown
(10:06) Biggest Epstein questions: where did his money come from?
(14:44) Tether's booming business
(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026
(35:25) Google's Gemini 3 and TPU breakthrough
(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO
(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology
Special thanks to The Venetian Las Vegas for hosting us!:
Join us at the All-In Holiday Spectacular!:
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Referenced in the show:
https://x.com/RepClayHiggins/status/1990868089056219267
https://x.com/michaeljburry/status/1991289193037746579
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025
(0:00) Michael Burry's big short against AI
(12:00) Why Palantir is so richly valued vs other tech companies
(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
(36:18) H-1B debate flares up again after Trump's comments on Fox News
(42:37) Science Corner: Solar storms, coronal mass ejection, risks
(51:14) Rich Americans fleeing "the great confiscation"
Join us at the All-In Holiday Spectacular!:
https://allin.com/events
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https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://x.com/michaeljburry/status/1988778952299802818
https://x.com/_Investinq/status/1988847716613365845
https://x.com/michaeljburry/status/1987918650104283372
https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html
https://x.com/jatanackov/status/1988256651103592564
https://x.com/omapproach/status/1988410644907856075
https://x.com/latestinspace/status/1988606899932299700
https://www.swpc.noaa.gov/
(0:00) Brad Gerstner joins the show!
(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI
(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
(36:47) Holiday party announcement! allin.com/events for tickets
(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?
(1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?
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Referenced in the show:
https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html
https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html
https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/
https://x.com/DavidSacks/status/1986476840207122440
https://x.com/sama/status/1986514377470845007
https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43
https://x.com/nvidianewsroom/status/1986221177099194484
https://www.aipanic.news/p/the-ai-existential-risk-industrial
https://fred.stlouisfed.org/series/LES1252881600Q
https://x.com/MorningBrew/status/1986464568470888935
https://x.com/chamath/status/1986076707196162068
https://polymarket.com/event/new-york-city-mayoral-election
https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results
(0:00) Introducing Ari Emanuel
(1:03) Ari's background in the content business and Hollywood
(4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products
(9:21) AI's impact: anticipating the 3-day workweek
(12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership
(18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision
(22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global
(24:21) Ari's relationship with his brothers and Elon Musk
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
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(0:00) Introducing Tareq Amin
(0:39) Saudi Arabia's evolution, Humain's business
(8:11) How Humain works with foundational model providers
(13:14) Saudi's energy and talent advantages, the AI race in the Middle East
(18:11) Working in the era of MBS, Vision 2030
(21:40) How Saudi manages their relationships with the US and China
(23:51) Sacks on the US-Saudi AI alliance
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
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(0:00) Introducing Paul "Triple H" Levesque
(0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock
(5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey
(8:43) WWE vs UFC: Why they are opposites, star building
(11:21) Physicality of the WWE and how they support wrestlers
(14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE
(21:28) Helping America's youth via physical fitness
(23:35) How the internet forced wrestlers to blend their in ring personas with real-life
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world's largest prediction market. https://www.polymarket.com/
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(0:00) Disgraziad Corner: The most disgraceful things of the week!
(3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately
(11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias
(24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet
(42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass?
(47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony
(56:24) AI power efficiency, Robotaxis, future of self-driving
(1:09:34) Bill Gates flips on climate change, solar, energy production
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(0:00) Chamath and Jason welcome Pete Buttigieg
(1:31) Why the Democrats lost tech
(6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market
(23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending
(33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties
(40:07) Immigration: Trump shutting the border, Biden's failure
(47:38) Working in the Biden Admin: good and bad, gatekeepers, cognitive decline, anointing Kamala Harris vs running a short primary
(52:17) Thoughts on moving NASA under the Dept of Transportation
(54:07) AI: self-driving, automation, and job loss
(1:01:19) Running in 2028, Mamdani in NYC
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