Podcasts · Technology
All-In with Chamath, Jason, Sacks & Friedberg
379 episodes · 20 with AI analysis
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
AI Intelligence · across all analyzed episodes
People · top 20
Donald Trump×31Elon Musk×27Jason Calacanis×27Chamath Palihapitiya×26David Sacks×21David Friedberg×18Jensen Huang×16Sam Altman×13Dario Amodei×12Gavin Newsom×11Brad Gerstner×8Joe Biden×6Nick Shirley×6Bernie Sanders×6Ro Khanna×6Benjamin Netanyahu×5Peter Thiel×5David Sachs×5Katie Porter×5Mark Zuckerberg×5
Companies · top 20
Topics · top 10
Enterprise AI Adoption×4AI Infrastructure Investment×3Open Source AI Models×2OpenAI vs Anthropic Competition×2Agentic AI Systems×2Compute Scarcity and Data CentersIPO Strategy and Market TimingConsumer AI HardwareMultimodal AI InterfacesAI Advertising Revenue Models
Analyzed Episodes
Jun 2, 2026
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
AI Infrastructure InvestmentCompute Scarcity and Data CentersIPO Strategy and Market Timing
View AnalysisMay 29, 2026
Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?
Pope Francis AI EncyclicalAnthropic Regulatory StrategyAI Job Displacement Debate
View AnalysisMay 12, 2026
Charles & Chase Koch on How They Quietly Built a $150B Empire
Principle-Based Management SystemsOrganizational Culture Transformation at ScaleCapability-Driven Diversification Strategy
View AnalysisMay 8, 2026
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
Elon's Compute Infrastructure Strategy & Elon Web ServicesAnthropic's Exponential Growth & Market DominanceAI Monopoly Formation & Competitive Dynamics
View AnalysisApr 29, 2026
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
California Tax Reform - No State Income Tax Under $100KHousing Supply and CEQA Environmental LitigationUnion Power in California Politics and Policymaking
View AnalysisApr 17, 2026
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
OpenAI vs Anthropic competitive dynamics and growth rate comparisonEnterprise AI revenue models and metered token pricingData center infrastructure constraints and NIMBY opposition
View AnalysisApr 24, 2026
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
SpaceX-Cursor Acquisition Deal StructureAI Coding Model Competition (Grok vs Claude vs GPT)SaaS Valuation Compression and Debt Impairment
View AnalysisApr 10, 2026
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Anthropic Revenue Growth and Market DominanceAI Model Safety and Responsible DeploymentMythos Model and Cybersecurity Vulnerabilities
View AnalysisApr 8, 2026
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
Permitting Reform and Regulatory EfficiencyState Economic Competitiveness and Business RecruitmentMedicaid Fraud Prosecution and Healthcare Waste
View AnalysisApr 3, 2026
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
SpaceX IPO Valuation and Tesla Merger ThesisQuantum Computing Threat to Cryptocurrency SecurityIran Military Conflict Economic Impact on Fertilizer
View AnalysisMar 27, 2026
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
Anthropic's product development accelerationOpenAI's strategic pivot and market share declineAI model political polarization
View AnalysisMar 26, 2026
Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)
5-MeO-DMT psychedelic experience and effectsPsilocybin longevity research and brain rejuvenationDefault mode network dissolution and neuroplasticity
View AnalysisMar 23, 2026
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
GPU Infrastructure FinancingMulti-Model AI OrchestrationVertical AI Specialization
View AnalysisMar 23, 2026
How Matt Mahan Thinks He Can Save California
California budget crisis and spending efficiencyHousing affordability and supply constraintsPublic sector pension reform
View AnalysisMar 19, 2026
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Agentic AI SystemsDisaggregated Inference ComputingPhysical AI and Robotics
View AnalysisMar 18, 2026
John Fetterman: The Rogue Democrat Who Broke Party Ranks
Democratic Party leadership crisisIsrael-Palestine conflict and Iran policyImmigration enforcement and border security
View AnalysisMar 17, 2026
Travis Kalanick & Michael Dell Live from Austin, Texas
Physical AI and robotics automationEnterprise AI infrastructure deploymentData center construction and power requirements
View AnalysisMar 13, 2026
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Iran War Economic ImpactOil Price VolatilityAI Revenue Explosion
View AnalysisMar 11, 2026
Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
IPO market revitalizationAccredited investor definition reformSEC-CFTC regulatory harmonization
View AnalysisMar 9, 2026
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
Iran military conflictUS-China relationsTaiwan invasion risk
View Analysis