All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC
All-In with Chamath, Jason, Sacks & Friedberg

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

  1. Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

    6 HR AGO

    Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

    (0:00) The Besties intro Philippe Laffont! (2:12) Miami F1 Recap! (12:10) Fed holds rates steady on tariff uncertainty (32:47) Google drops after Apple sees fall in search queries on Safari (56:48) Creating a new Mag 7 (1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor Follow Philippe Laffont: https://x.com/plaffont Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114 https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout https://blog.google/products/search/statement-press-reports-about-search-traffic https://x.com/EconomyApp/status/1915501252420784499 https://x.com/Similarweb/status/1920026287625658628 https://openai.com/index/leadership-expansion-with-fidji-simo https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf https://stockanalysis.com/ipos/statistics

    1h 36m
  2. Doug Burgum, Secretary of the Interior | All-In DC

    3 DAYS AGO

    Doug Burgum, Secretary of the Interior | All-In DC

    (0:00) David Friedberg introduces Secretary Doug Burgum (2:11) Burgum's background and how it led to his role in the administration (10:56) The state of American energy and how we got here (22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance (34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt (42:25) Mining, overseeing the EPA, aligning agencies with outcomes Follow Secretary Burgum: https://x.com/SecretaryBurgum Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

    52 min
  3. Brooke Rollins, Secretary of Agriculture | All-In DC

    5 DAYS AGO

    Brooke Rollins, Secretary of Agriculture | All-In DC

    (0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins! (1:32) How she ended up in Trump's two administrations, history of the USDA (16:56) Trump's first 100 days, what needs to be reformed in the USDA (21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration (30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background (34:33) State of US farming in 2025, labor costs, opening up new markets, and more (42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation Follow Secretary Rollins: https://x.com/SecRollins https://x.com/BrookeLRollins Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

    50 min
  4. Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

    2 MAY

    Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

    (0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its tariff pricing feature, national security issues (1:04:13) AI agents, 1,000,000X'ing AI, and more Follow Aaron Levie: https://x.com/levie Follow Ryan Petersen: https://x.com/typesfast Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://en.wikipedia.org/wiki/OODA_loop https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146 https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html https://x.com/Molson_Hart/status/1915248938753392642 https://x.com/SecScottBessent/status/1917697018551754802 https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html https://x.com/chamath/status/1908239828283777393 https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://manus.im https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369

    1h 35m
  5. Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

    26 APR

    Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

    (0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough Follow Andrew: https://x.com/andrewrsorkin Follow the besties:  https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D https://x.com/nic__carter/status/1909066161464959070 https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html https://x.com/TheTranscript_/status/1915116330534998440 https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372 https://truthsocial.com/@realDonaldTrump https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev https://x.com/EconomyApp/status/1915501252420784499 https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025 https://doge.gov/savings https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28

    1h 30m
  6. Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

    19 APR

    Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

    (0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: https://x.com/TimJDillon Check out Tim's new special: https://www.netflix.com/title/81992010 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=wUzmVo2dZNs https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866 https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08 https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800 https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805 https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08 https://www.bis.gov https://www.cnbc.com/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html https://www.bloomberg.com/news/articles/2025-03-31/trump-administration-to-review-billions-in-grants-to-harvard https://www.harvard.edu/research-funding/wp-content/uploads/sites/16/2025/04/Letter-Sent-to-Harvard-2025-04-11.pdf https://www.harvard.edu/president/news/2025/the-promise-of-american-higher-education https://apnews.com/article/harvard-trump-administration-federal-cuts-antisemitism-0a1fb70a2c1055bda7c4c5a5c476e18d https://www.cnn.com/2025/04/16/politics/irs-harvard-tax-exempt-status/index.html https://www.boston.com/news/local-news/2024/09/05/harvard-comes-in-dead-last-in-nationwide-free-speech-rankings https://en.wikipedia.org/wiki/Bob_Jones_University_v._United_States https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard https://www.thecrimson.com/article/2022/7/13/faculty-survey-political-leaning https://www.reuters.com/world/europe/ukraines-parliament-extends-martial-law-until-august-2025-04-16 https://www.nature.com/articles/s41586-023-06537-z https://www.nature.com/articles/d41586-025-00848-z https://www.researchgate.net/publication/389907980_Organelle-tuning_condition_robustly_fabricates_energetic_mitochondria_for_cartilage_regeneration/fulltext/67d8575e478c5a3feda50563/Organelle-tuning-condition-robustly-fabricates-energetic-mitochondria-for-cartilage-regeneration.pdf https://www.foxnews.com/media/george-clooney-calls-breaking-biden-2024-his-civic-duty-says-democrats-werent-telling-truth

    1h 39m
  7. The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

    11 APR

    The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

    (0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Recession chances, How the Trump administration gathers information (1:19:39) Future of the Democratic Party, Abundance agenda, DOGE (1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: https://x.com/LHSummers Follow Ezra: https://x.com/ezraklein Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://truthsocial.com/@realDonaldTrump/posts/114309144289505174 https://x.com/WhiteHouse/status/1910058352278708638 https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8 https://breakthroughprize.org

    2h 2m
  8. DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

    5 APR

    DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

    (0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a Dem strategy to expand their voter base? (39:55) Tariffs: Liberation Day chaos, reactions, strategy (55:26) Impact, consequences, and risks for the Trump Administration (1:13:50) How the US can thrive in a high-tariff world (1:31:33) Future US political landscape if the tariff strategy fails (1:42:27) Chamath recaps his best-performing asset of 2025 + wrap Follow Antonio: https://x.com/AntonioGracias Follow Ben: https://x.com/benshapiro Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/AntonioGracias/status/1906877800511893670 https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860 https://x.com/Geiger_Capital/status/1907553323387072774 https://x.com/enriqueabeyta/status/1907796286763409439 https://x.com/Geiger_Capital/status/1907622848149037509 https://x.com/litcapital/status/1907813630227173534 https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0 https://www.hoover.org/publications/goodfellows https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486

    1h 54m
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Hosts & Guests

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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

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