Podcasts · Technology
All-In with Chamath, Jason, Sacks & Friedberg
413 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
Jason Calacanis×34Donald Trump×31Elon Musk×31Chamath Palihapitiya×30David Sacks×25David Friedberg×20Jensen Huang×19Sam Altman×16Dario Amodei×15Gavin Newsom×13Brad Gerstner×11Bernie Sanders×7Ro Khanna×6Joe Biden×6Nick Shirley×6Mark Zuckerberg×6David Sachs×5Satya Nadella×5Benjamin Netanyahu×5Sundar Pichai×5
Companies · top 20
Topics · top 10
Enterprise AI Adoption×4AI Infrastructure Investment×2AI Voice Agent Deployment in Enterprise Customer SupportBillable Hour Disruption in Legal ServicesVoice Cloning IP Rights and Consent SafeguardsElevenLabs Revenue Growth and ARR MilestonesLegal AI Market Size and Software Penetration GapFrontier AI Lab Competition with Vertical AI StartupsEmbedding Engineers in Non-Technical TeamsLegal Data Moats and LexisNexis vs AI-Native Competitors
Analyzed Episodes
Jul 13, 2026
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
AI Voice Agent Deployment in Enterprise Customer SupportBillable Hour Disruption in Legal ServicesVoice Cloning IP Rights and Consent Safeguards
View AnalysisJul 18, 2026
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
AI Self-Regulatory Organization (SRO) Proposal by Demis HassabisAnthropic's State-by-State AI Regulatory Capture StrategyStripe and Block Joint Bid to Acquire PayPal
View AnalysisJul 15, 2026
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Intel's Strategic Decline and Leadership FailuresTSMC Foundry Model vs. Integrated Design-ManufacturingTaiwan Semiconductor Geopolitical Risk and Energy Vulnerability
View AnalysisJul 10, 2026
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
AI Infrastructure Buildout Scale and Capital MobilizationCerebras Inference Chip Architecture vs GPU Moore's LawRecursive AI Reasoning and Loop Maxing
View AnalysisJul 3, 2026
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
AI Sovereignty and Enterprise Data ProtectionPalantir-Nvidia Sovereign AI Operating System PartnershipAnthropic Vertical Integration and Developer Trust Erosion
View AnalysisJun 26, 2026
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
DSA Socialist Sweep in NYC Democratic PrimariesChina GLM 5.2 Open Source AI Model ParityAI Model Distillation and Knowledge Transfer from US Frontier Models
View AnalysisJun 29, 2026
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
2026 U.S. Midterm Election Forecasting2028 Democratic Presidential Primary CandidatesAOC as 2028 Presidential Contender
View AnalysisJun 6, 2026
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
IPO timing and strategySpace-based data centersAI chip architecture design
View AnalysisJun 5, 2026
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Short Selling RenaissanceEvent-Driven Investment EvolutionAI Impact on Asset Management
View AnalysisJun 4, 2026
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
AI IPO Wave 2026Unicorn Economy HealthPrivate Market Valuations
View AnalysisJun 3, 2026
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
Investment Philosophy EvolutionAI Business Model DisruptionMarket Valuation Opportunities
View AnalysisJun 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 Analysis