All-In with Chamath, Jason, Sacks & Friedberg

Podcasts · Technology

All-In with Chamath, Jason, Sacks & Friedberg

432 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

Topics · top 10

Enterprise AI Adoption×4AI Infrastructure Investment×2U.S.-China economic and military competition strategyTaiwan invasion scenarios and deterrence optionsSouth China Sea territorial disputes and Philippines treaty obligationsTrump foreign policy critique and brand damage to U.S. soft powerEuropean political decline and AfD rise in GermanyU.S. immigration reform and the Dignity ActNIH and federal research funding cuts under TrumpK-12 and higher education reform proposals

Analyzed Episodes

Aug 13, 2026

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

U.S.-China economic and military competition strategyTaiwan invasion scenarios and deterrence optionsSouth China Sea territorial disputes and Philippines treaty obligations
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Aug 8, 2026

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

Google AI talent exodus and DeepMind leadership restructuringFrontier AI model market consolidation into Anthropic/OpenAI duopolySpaceX Q2 2025 earnings and Elon Web Services compute rental business
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Aug 5, 2026

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

Autonomous surface vessel (ASV) rescue operations in contested environmentsUS-China shipbuilding capacity gap and naval fleet size disparityVertical integration strategy in defense manufacturing
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Jul 31, 2026

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Semiconductor Stock Market Crash and Bear Market TerritoryHedge Fund Margin Calls and Leverage Risk ManagementAI Frontier Lab Regulatory Capture and Safety Legislation
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Jul 28, 2026

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

Industrial inspection robotics and ROI in critical infrastructureHumanoid robot home deployment and consumer pre-order modelsChina's robotics competitive threat and IP theft risks
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Jul 24, 2026

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

Chinese Open-Source AI Models and US Ban DebateAI Regulatory Capture by Frontier LabsKimi K3 Model Performance and Cost Benchmarks
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Jul 20, 2026

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

AI Bubble Risk and Private Capital ExposureEnterprise AI Implementation ChallengesIPO Strategy as Acquisition Currency for AI Startups
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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
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Jul 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
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Jul 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
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Jul 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
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Jul 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
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Jun 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
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Jun 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
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Jun 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
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Jun 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
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Jun 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
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Jun 3, 2026

Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

Investment Philosophy EvolutionAI Business Model DisruptionMarket Valuation Opportunities
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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
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May 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
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