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All-In Podcast

All-In Podcast

Podcast | United States | Centre-Right
www.allin.com/

Industry veterans break down the biggest stories in tech, investing, and politics. Hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg.

Engagement Insights

106
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Total Votes
105
Articles

Discussions from All-In Podcast

Technology

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour (42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accou...

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Technology

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: https://alli...

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Technology

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP Thanks to our partners for making this possible! AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads wit...

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Politics

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.c...

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Politics

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death...

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Politics

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebra...

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Business

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

(0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure) (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketpl...

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Economy

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions (33:34) Behind the scenes of Anthropic's Fable ban (1:01:18) Claude psychoanalyzes its creator, Dario Amodei (1:14:31) Iran War MOU and the market impact Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/f...

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Technology

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this ...

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Technology

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the AI price war (19:09) AI's "Atari Stage": what comes next? (25:23) VC's broken incentives and the future of deep tech Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to cons...

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Economy

Dan Dreyfus: America's Critical Minerals Crisis is Here

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Follow Dan: https://x.com/dreyfd ...

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Politics

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question, tribalism (13:33) Fixing wealth concentration in the US (19:51) Graham Platner, why extremism wins primaries, and what it means for the future (28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation (41:05) Insane level of money in politics, fixing the broken system F...

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