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IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

All-In with Chamath, Jason, Sacks & Friedberg

Release Date: 06/21/2025

Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robotics models, form factors, and more (14:42) AI science breakthroughs, measuring AGI (20:49) Nano-Banana and the future of creative tools, democratization of creativity (24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science Thanks to our partners for making this happen! Solana: OKX: Google Cloud: IREN: Oracle: Circle: BVNK: Follow Demis: Follow...

Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the “hands problem” (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia” (31:29) Evolving alongside AI, implosion of the West, the religion vacuum (37:36) Understanding the universe, going to the Moon, what happens on Mars? Thanks to our partners for making this happen! Solana: OKX: Google Cloud: IREN: Oracle: Circle: ...

Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir’s work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China’s strategy, dealing with cartels (36:46) Why modern Progressivism is not progressive Thanks to our partners for making this happen! Solana: OKX: Google Cloud: IREN: Oracle: Circle: BVNK: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit:...

The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to help companies go public faster (13:37) Evolution of markets: predictions, options, SPVs, secondaries (18:18) State of the stock market, role at the NY Fed, data issues at the Fed Thanks to our partners for making this happen! Solana: OKX: Google Cloud: IREN: Oracle: Circle: BVNK: Follow Adena: Follow the besties: ...

How to Save America: Mark Cuban and Tucker Carlson Debate | All-In Summit 2025

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America’s broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left? (24:27) How to make Americans believe in America again (34:12) AI job displacement (39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder (52:54) Antisemitism and Israel Thanks to our partners for making this happen! Solana: OKX: Google Cloud: IREN: Oracle: ...

Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Introducing Secretary Wright (1:09) Nuclear, China’s approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath’s energy framework (21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development Thanks to our partners for making this happen! Solana: OKX: Google Cloud: IREN: Oracle: Circle: BVNK: Follow Secretary Wright: Follow the besties: Follow on X: Follow on...

Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs report: what is the state of the economy? (57:52) Google avoids worst-case scenario in antitrust case 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:

Senator Rand Paul: Tariffs, Debt, China, and a Warning for America

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy & Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI & the Economy (35:10) Our Fragile Financial System (41:22) Government Employment & Appropriate Spending (48:18) COVID Cover Up & Dangers of Gain-of-function Research (1:01:00) Relations with China (1:05:52) Political Future Follow Senator Paul: Check out Deception: The Great...

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security? (51:37) US Sovereign Wealth Fund (58:41) Why corporate bankruptcies are trending up in 2025 (1:12:12) OpenAI's novel LLM-based approach to longevity research Join us at the All-In Summit: Summit scholarship application: Get The Besties All-In Tequila: Follow the besties: Follow on X: ...

AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee (54:03) Russia/Ukraine: Trump's two summits, what endgame to expect? Join us at the All-In Summit: Summit scholarship application: Get The Besties All-In Tequila: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: ...

More Episodes

(0:00) The Besties welcome Thomas Laffont!

(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity

(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree

(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more

(42:41) Why Apple is fumbling AI and how they can fix it?

(57:02) IPOs and M&A heating up in 2025

(1:16:18) State of liquidity: SPACs, Direct Listings, and more

(1:25:40) Amazon's "kingmaker" position, job displacement

(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate

(1:52:13) Animal trailer

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