Social Capital founder, All-In podcast co-host
Every podcast episode featuring Chamath Palihapitiya that Attunex has found: 510 interviews and appearances across 55 shows between 2015 and 2026. Most often on All-In with Chamath, Jason, Sacks & Friedberg (433), Squawk Pod (5) and Decoder with Nilay Patel (5). Often in conversation with Jason Calacanis, David Sacks and David Friedberg. Follow Chamath in Attunex to get new appearances automatically, each with an on-device transcript and summary.
Follow Chamath Palihapitiya in AttunexUpdated 2026-10-14.
(0:00) Martin Shkreli joins the Besties! (0:55) Why quantum computing is a one-trick business and why he's betting against it (7:42) The drugs big pharma sells too cheap and his journey from hedge…
The Ugly Truth About Chamath Palihapitiya Earn Cash Back On Stocks: Up To $5,000 Per Yearhttps://www.silomarkets.com/logicChamath Palihapitiya likes to frame himself as the billionaire of the people,…
(0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and community backlash…
📝 本期播客简介 本期我们克隆了:All-In Podcast · Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots 原内容更新时间:2026-10-10 如果 Claude 有意识,让它免费工作算不算奴役?Anthropic…
When AI starts sounding moral and nations start sounding broke, the battle over reality gets a lot more interesting. In this condensed recap of the full All In Podcast episode, hosts Chamath…
(0:00) Bestie intros! (2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national security,…
Know Your Own Executive Presence Strengths & Opportunities: Click here to pinpoint the specific area in your executive presence that’s keeping you invisible to senior leadership and guarantees you…
(0:00) Jake Paul joins the Chamath! (6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC (11:54) Attention as capital, investing without the celebrity label & why…
Trump took a beating from both parties for the Xi Jinping state dinner. Then Marco Rubio explained what happens if the Trump Xi meeting never takes place, and the answer should scare every American.…
(0:00) Daniel Ek joins the Besties! (1:14) Starting Spotify: Beating piracy and betting his own money on the record labels (6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan,…
📝 本期播客简介 本期我们克隆了:All-In Podcast · Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails 原内容更新时间:2026-09-26 All-In 播客第 290 期由 Jason Calacanis 主持,David…
(0:00) Bestie Intros: Favorite All-In Summit moments (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs" (20:03) Open Source performance and cost: What this means for…
When AI hype meets regulation and markets, the biggest question is no longer the tech itself but who wins the business and policy fight. This minutes-long recap distills the full All In Podcast…
(0:00) Luca Ferrari joins the Besties! (1:56) Crashing an AI startup, the $40,000 restart & buying product market fit (4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard…
(0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws (12:09) The path to victory: the persuadable voter, the cost-of-living…
(0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59) The pivot to powering data centers (10:38) Jason joins: data center demand, private jets & what…
(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind…
(0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search & is your phone listening? (10:04) IPO tumble & becoming your own best investor (16:00) Privacy rules, Apple's crackdown & how…
(0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research:…
(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30)…
(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests…
(0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How Meta is alleviating…
(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and…
(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with…
(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new…
(0:00) SpaceX's Gwynne Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X (13:43) Direct to…
(0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05) Hugging Face…
Dear Dario, Opinions about AI are like a******s. Everybody has one, and since Saturday morning everybody has been showing you theirs. Within the hour, Chamath Palihapitiya had decided the essay was a…
📝 本期播客简介 本期我们克隆了:All-In Podcast · AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse 原内容更新时间:2026-09-12 All-In 播客围绕一名 Anthropic 前员工的辞职帖展开讨论:他声称 AI 研究者真心相信 AI 可能在…
在Bayt播客上收听任何播客的中文翻译音频,并查看双语字幕: 安卓: https://baytfm.com iOS: https://apps.apple.com/app/apple-store/id6748532039?pt=121796720&ct=xiaoyuzhou&mt=8 本期节目我们翻译了《All-In with Chamath, Jason, Sacks &…
Is AI existential risk a real warning—or a hype campaign to shape regulation and protect incumbents? In this condensed recap of All In Podcast, hosts Chamath Palihapitiya, Jason Calacanis, David…
(0:00) Bestie intros! (0:35) AI Doomsday: Valid concern or Doomer psyop? (33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO (58:45) OpenAI says it cracked a 200 year old…
📝 本期播客简介 本期我们克隆了:All-In with Chamath, Jason, Sacks & Friedberg · GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal 原内容更新时间:Fri, 04 Sep 2026 本期 All In…
本内容作者: 查马斯·帕里哈皮蒂亚(Chamath Palihapitiya) , 是斯里兰卡裔硅谷风险投资家、Social Capital创始人兼CEO,曾担任Facebook增长副总裁,因推动SPAC上市模式和在GameStop事件中支持散户而广受关注,2007年加入Facebook负责用户增长。 在一段13分钟的采访里,把他30年的商业与人生教训,讲得透彻又清醒。…
AI may be getting cheaper, faster, and more politically explosive all at once. In this condensed recap of All In Podcast, Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg…
(0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face hack article sparks…
Become a supporter of this podcast: https://www.spreaker.com/podcast/inspire-story--7032564/support .
在Bayt播客上收听任何播客的中文翻译音频,并查看双语字幕: 安卓: https://baytfm.com iOS: https://apps.apple.com/app/apple-store/id6748532039?pt=121796720&ct=xiaoyuzhou&mt=8mt=8 本期节目我们翻译了《All-In with Chamath, Jason, Sacks &…
(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI…
📝 本期播客简介 本期我们克隆了:All-In with Chamath, Jason, Sacks & Friedberg Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine 内容存在约 3 分钟的删减 原内容更新时间:2026-08-29 本期是…
AI, markets, and U.S. fiscal risk collide in this fast-moving All In Podcast recap. In the full episode, Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg move from science…
(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer…
(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain (8:16) Climate science cuts: RCP 8.5 gets pulled and the…
Silicon Valley’s wealth and influence are under fire as insiders warn that the tech elite’s extractive culture is fueling public backlash. In this condensed recap of Breaking Points with Krystal Ball…
在Bayt播客上收听任何播客的中文翻译音频,并查看双语字幕: 安卓: https://baytfm.com iOS: https://apps.apple.com/app/apple-store/id6748532039?pt=121796720&ct=xiaoyuzhou&mt=8mt=8 📝 本期播客简介 本期节目我们翻译了全球顶尖的科技与投资播客《All-In with Chamath,…
(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"…
AI regulation, datacenters, and political backlash collide in this sharp All In Podcast debate. In the full-length episode, hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David…
Chamath Palihapitiya's 8090 Labs raised a one hundred thirty-five million dollar Series A round on June 29, 2026, with Salesforce Ventures leading the investment. The company, founded in January…
(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and…
Former Facebook executive Chamath Palihapitiya calls AI the ultimate economic leveler. We explore how AI is removing barriers to wealth creation, giving individuals access to capabilities once…
📝 本期播客简介 本期我们克隆了:知名播客 All-In Podcast Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback 原内容更新时间:2026-08-14 本期节目由 All-In Podcast 的几位科技投资人主持,包括 Chamath、David Sacks…
(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In…
AI is becoming a battle over power, access, and who gets to shape the future. In this condensed recap of the All In Podcast, hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David…
(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe:…
AI talent wars, SpaceX growth, and a brutal SaaS reset collide in one sharp market debate. Condensed from a full-length episode to a quick listen in minutes, this summary of All In Podcast with…
📝 本期播客简介 本期我们克隆了:知名播客 All-In Podcast Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI 原内容更新时间:2026-08-08 本期节目来自硅谷顶级科技投资播客《All-In…
(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?…
(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing…
(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN…
(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot…
(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's…
(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26)…
(0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI,…
(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a…
Dave Rubin of "The Rubin Report" talks about the "All-In Podcast's" Chamath Palihapitiya telling Squawk Box's Andrew Ross Sorkin about his red-pill moment, when he realized that the mainstream media…
We open after Philadelphia hosts the MLB All-Star Game, and the Phillies-heavy National League gives the home crowd almost nothing to celebrate in a 4–0 loss. We take aim at the national media’s…
Chamath Palihapitiya, host of the All-In Podcast and CEO of both Social Capital and 8090, sits down with Joe Kernen and Andrew Ross Sorkin for a wide-ranging interview. The founder and investor views…
(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…
📋 本期信息 原始来源:《More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts》· All-In Podcast(第 280 期) 嘉宾:Chamath Palihapitiya、Brad Gerstner(Altimeter,客座主持)、Jason…
核心判断: 模型的“够用能力”正在商品化,但企业真正购买的不是词元,而是可靠完成的结果。单价下降、总账单上升与资产价格更敏感,可以同时成立。 本期不把榜单当作“所有模型都一样”的证明,也不把股价回落当作某个单一原因的证明。更稳健的结论是:同一榜单上出现分数接近、成本快照差异较大的模型;高风险任务仍可能为可靠性付溢价;市场可能开始要求 AI 投入给出更清楚的回报。…
(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…
(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…
O avanço da IA divide opiniões, mas o investidor canadense Chamath Palihapitiya defende uma visão bastante otimista. No episódio do Pedro+Cora do dia 07 de julho, Pedro Doria e Cora Rónai analisam o…
(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…
Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI…
Chamath Palihapitiya just raised a $135 million Series A for his AI coding startup Base44 and took the CEO role himself. Lucas and Luna dig into what this means for venture capital in mid-2026. They…
DX Today AI Daily Brief - Tuesday, June 30, 2026 OpenAI launches its most powerful model, GPT-5.6 Sol, behind a first-of-its-kind U.S. government clearance gate, alongside lighter Terra and Luna…
This Week In Startups is made possible by: Plaud https://Plaud.ai/twist Shopify https://shopify.com/twist LinkedIn Jobs https://LinkedIn.com/twist Northwest Registered Agent…
(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…
Hi, I'm Connor with Honor - message me here! A billionaire calls AI "the most important economic leveler of our lifetime." A normal working guy with no health insurance reads his actual words and…
(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…
⚡ La inteligencia artificial ya no solo compite por modelos: compite por confianza, energía y control. Anthropic acusa a operadores ligados a Alibaba de extraer capacidades de Claude a escala masiva,…
(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…
(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…
Chamath Palihapitiya says it virtually a mathematical impossibility that Spencer Pratt lost his big early lead in the Los Angeles mayor's race.
(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing…
(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's…
Want to actually partner with the Deal Junkies on real estate deals? We’re always looking for great people to work with. If you want to partner on an investment, bring us a deal you're looking to…
(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)…
(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…
(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…
(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…
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the…
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for…
(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift:…
(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding…
兩週前,矽谷知名創投、Groq早期投資人查馬斯(Chamath Palihapitiya)在All-In Podcast拋出震撼說法:台灣將在18個月內失去半導體戰略地位,因為美國「只差一到兩奈米」就能在地供應所需晶片。此言一出,立刻引發矽谷與全球科技圈論戰。阿榕伯再次邀請《晶片戰爭》作者、塔夫茨大學教授Chris Miller,從美國視角解讀。…
(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50)…
(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI…
(0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54)…
(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO,…
(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace…
In this episode, Omar Khateeb explores the hidden infrastructure behind AI, media, and markets: attention.The discussion traces how Google organized attention through PageRank, how social media…
(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures,…
This week on The Higher Standard , Rajeil was out, Slim was “furloughed,” and Chris and Saied accidentally stumbled into one of the biggest questions nobody in Washington wants to answer: what…
Software is getting 60-80% cheaper to build. That's changing everything about buying versus building enterprise software. Last September, Chamath Palihapitiya made a bold claim: one company is…
(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal…
(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great…
Chamath Palihapitiya is a venture capitalist, engineer, founder of Social Capital, and a co-host of the podcast…
(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes…
(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions,…
(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for…
Episode 7 of Show Your Priors takes on three heavyweights at the intersection of business, strategy, finance, and technology. The Stanford 2026 AI Index Report, the surprise return of SPACs with…
(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic…
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw?…
(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are getting wrong on…
❤️ To access more advanced researches, applications, and our latest published personal intelligent multi-agent Deep Value Intelligence, welcome to subscribe on deepvalues.ai. track total market…
(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo…
(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis,…
It sounds like an April Fool's joke but Matt Gaetz says he's serious - a military whistleblower told him about an off-the-books program to mate aliens from other planets who have crashed on Earth…
(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption…
To access more advanced researches, applications, and our latest published personal intelligent multi-agent Deep Value Intelligence, welcome to subscribe on deepvalues.ai. track total market…
欢迎前往deepvalues.ai订阅加入我们深度价值大家庭,试用我们最新开发的深度价值多功能智能体,差遣属于你自己的AI超级团队调研感兴趣的公司,从复杂的市场中挖掘最关键的信息,还可以从Apple Store上下载我们开发的市场泡沫监测应用Buffett…
(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions (26:23) The next…
(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode…
(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions & Lobbying in Sacramento (19:05) California's Housing Crisis: Regulation &…
❤️ To access more advanced researches, applications, and our latest published personal intelligent multi-agent Deep Value Intelligence, welcome to subscribe on deepvalues.ai. track total market…
(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future,…
(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with…
(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the…
Kyle and Kyle break down Chamath Palihapitiya's X article "The Collapse Of Terminal Value - What Happens If AI Makes Every Moat Temporary?" from a business of youth sports angle. How will AI disrupt…
(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle…
(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the…
(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame…
(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles, role in transition…
(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39)…
Negotiations around stablecoin yield provisions are progressing as lawmakers prepare for a potential Senate Banking Committee markup of the Clarity Act. The White House recently shared updated…
(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong…
I sat down with Chamath Palihapitiya. He sold a company to Nvidia for $20 billion, woke up the next morning, saw $13 billion hit the account, and felt nothing. This is a guy who grew up in a home…
Chamath Palihapitiya has made and lost billions. He backed Tesla, Bitcoin, and the Golden State Warriors when everyone told him he was insane. Now he's building what he calls a software factory — the…
(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection…
(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is…
00:00 Investors Are Scared 14:00 3 Monopolies To Buy 17:14 Chris Hohn 13f Holding Update 19:18 Netflix And Warner Bros 21:20 Responding To Jeremy On Duolingo 31:52 Fail Of The Week: Chamath…
(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate…
🎙️ 「油管解读」是我新开的一档节目 油管上有太多高质量的深度内容,但大多是英文的,动辄几小时,听起来费劲。所以我用 AI 把感兴趣的内容转成中文播客,方便自己通勤收听,也分享给你。 本期解读:All-In Podcast E215 All-In Podcast 是硅谷最火的科技商业播客,由 Chamath Palihapitiya、Jason Calacanis、David Sacks 和…
(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57)…
(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome…
(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5,…
More and more Black voters sound off over disgust with the Democrat Party. Nicki Minaj says she’s Trump’s number one fan. Chamath Palihapitiya: “I Was Completely Brainwashed by Mainstream Media Like…
Dave Rubin of "The Rubin Report" talks about "Shark Tank's" Kevin O'Leary forcing CNN's Abby Phillip to confront the real reason that ICE agents have targeted Minneapolis despite her protests; "Shark…
In this episode, I go ALL-IN with Chamath Palihapitiya and Nathalie Dompe on leaving California, tech investments, their marriage, and a potential run for political office.
🎙️ 「油管解读」是我新开的一档节目 油管上有太多高质量的深度内容,但大多是英文的,动辄几小时,听起来费劲。所以我用 AI 把感兴趣的内容转成中文播客,方便自己通勤收听,也分享给你。 本期解读:All-In Podcast E257 - 2026 年度大预测 All-In Podcast 是硅谷最火的科技投资播客之一,四位主持人分别是 Jason Calacanis、Chamath…
(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on…
(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud…
(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots…
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The…
(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a…
(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount…
(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs…
CNN’s Erin Burnett tries to get former father-in-law of Renee Good to condemn Trump administration but it fails. Democrat Sen. John Fetterman comes out in full support of ICE's deployments nationwide…
(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals…
(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51)…
(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34)…
(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda…
(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking…
Promoted at just 26 to head AOL’s messaging platform, then spearheaded Facebook's growth helping to grow it from 15 million users to 840 million, buying 10% of the Golden State Warriors for just $25…
(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and…
(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025…
(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation,…
(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special…
John Johnston (JJ) reacts to a controversial segment of the All-In Podcast featuring guest Tucker Carlson. Hosts Chamath Palihapitiya, Jason Calacanis, and David Sacks attempt to diagnose the rising…
“A pack of jackasses led by a lion is superior to a pack of lions led by a jackass.” ~ George Washington Lions do not roar before an attack; they stalk their prey in silence. Thieves move in the…
(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the…
Tonight, we gently explore the journey of the All-In Podcast — how four friends, Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg , transformed weekly poker nights into one of…
(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into…
Megyn Kelly is joined by Chamath Palihapitiya, co-host of the “All-In” podcast, to discuss the state of the Trump administration as 2025 comes to an end, ways he can focus on fixing the economy for…
(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting…
(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50)…
(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win…
(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is…
(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning…
(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in…
(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the…
Dave Rubin of "The Rubin Report" talks about Joe Rogan being shocked as Elon Musk explains how Gavin Newsom and the Democratic Party will use Prop 50, gerrymandering and the next census to rig how…
(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's…
(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17)…
(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why…
(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Explainer on quantum mechanics (22:57) Quantum…
(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus,…
On The Gregory and Paul Show, we break down the latest in startups, SaaS, AI, and whatever the internet is debating this week. This week, the duo dives into the great AWS outage, OpenAI’s new browser…
(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats (19:39) How Biden's staff pushed…
(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network…
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts…
(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time…
(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in…
(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making…
(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to…
(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's…
(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01)…
(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on…
(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs…
(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI…
(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08)…
(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital…
(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California's incompetence, running for CA…
(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01)…
(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GLP-1 pricing and capital allocation after a…
(0:00) Bestie intros! (2:23) H-1B overhaul: origins and exploitation (25:26) Autism linked to Tylenol usage during pregnancy (43:42) Jimmy Kimmel returns to ABC: comments and reactions (59:21) Two…
(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rockets, drones, defense, and more (17:32) Future role…
Showing the 150 most recent of 510 appearances. Open Attunex for the rest.