Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 07/11/2025
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...
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(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: ...
info_outlineAll-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:...
info_outlineAll-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: ...
info_outlineAll-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: ...
info_outlineAll-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...
info_outlineAll-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:
info_outlineAll-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...
info_outlineAll-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: ...
info_outlineAll-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: ...
info_outline(0:00) The Besties welcome Travis Kalanick and Keith Rabois!
(3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens
(18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI
(40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence
(46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome
(58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026?
(1:13:12) SCOTUS backs Trump over federal government RIF plans
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Referenced in the show:
https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html
https://www.youtube.com/watch?v=ZW5fJikPmfM
https://www.youtube.com/watch?v=_wTA90BYo30
https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data
https://x.com/ArtificialAnlys/status/1943166841150644622
https://x.com/elonmusk/status/1943192643439337753
http://www.incompleteideas.net/IncIdeas/BitterLesson.html
https://x.com/chamath/status/1943177837956968499
https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser
https://x.com/perplexity_ai/status/1942969263305671143
https://x.com/elonmusk/status/1941584569523732930
https://polymarket.com/event/will-elon-register-the-america-party-by
https://ropercenter.cornell.edu/presidential-approval/highslows
https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx
https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works
https://cei.org/publication/10kc-2025-numbers-of-rules
https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news