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DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

All-In with Chamath, Jason, Sacks & Friedberg

Release Date: 12/20/2024

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

All-In with Chamath, Jason, Sacks & Friedberg

(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 growth (20:46) The job market and why graduates aren’t getting hired (27:33) Why education is broken (40:03) Tech time capsule Follow Hemant Taneja: Follow Bob Sternfels: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

All-In with Chamath, Jason, Sacks & Friedberg

(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 YouTube, independence, finding this story (16:36) Why this fraud story is resonating, why the national press initially avoided it (30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go? (49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme (1:09:06) CA's wealth tax: normalizing the seizure of private property...

All-In x Kill Tony: A Hilarious Holiday Special

All-In with Chamath, Jason, Sacks & Friedberg

(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 Bestie Awards: Business, Politics, Tech, and more Thanks to our partners for making this happen! IREN: OKX: Google Cloud: Follow Tony: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

All-In with Chamath, Jason, Sacks & Friedberg

(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, BLS data, interest rates (23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates (42:44) Focus on Main Street, taking equity stakes in American companies (50:40) Tax cuts, Trump accounts, economic legacy Follow Secretary Bessent: Referenced in the show: Follow the besties: Follow on X: Follow on Instagram: Follow on...

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

All-In with Chamath, Jason, Sacks & Friedberg

(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 interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthrough: lithography, impact on the AI race? (1:19:43) Are the rest of the Besties moving to Texas? Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced...

Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

All-In with Chamath, Jason, Sacks & Friedberg

(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 Anti-AI sentiment (1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel Follow Tucker: Check out Battalion Metals: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

All-In with Chamath, Jason, Sacks & Friedberg

(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 socialism Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show: Sacks's AI waiver: Sacks's Crypto waiver:

Molly’s Game Uncensored: The Truth Behind the World’s Most Infamous Poker Game

All-In with Chamath, Jason, Sacks & Friedberg

(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 stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10) Best celebrity poker players, high-stakes poker archetypes, and more (34:31) Sales coaching advice Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey. Follow Molly: Follow the...

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

All-In with Chamath, Jason, Sacks & Friedberg

(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) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: Join us at the All-In Holiday Spectacular!: Follow...

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

All-In with Chamath, Jason, Sacks & Friedberg

(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 mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation" Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg...

More Episodes

(0:00) Bestie intros

(3:07) The Besties welcome Box CEO Aaron Levie!

(5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI

(18:42) DOGE's first casualty and its paradigm-shifting potential

(48:25) Conspiracy Corner: What are the drones over New Jersey!?

(57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software

(1:27:29) Google's AI turnaround, future of AI physics and video models

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks