Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 10/09/2025
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...
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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...
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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:
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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:
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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...
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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...
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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...
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Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
All-In with Chamath, Jason, Sacks & Friedberg
(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 going to win the AI race.”; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! allin.com/events for tickets (39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class? (1:05:58) Zohran wins NYC,...
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Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix
All-In with Chamath, Jason, Sacks & Friedberg
(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 advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global (24:21) Ari's relationship with his...
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Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
All-In with Chamath, Jason, Sacks & Friedberg
(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 the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at...
info_outline(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) Why Sequoia separated from its China business, how they adapt to changing macro landscapes
(13:05) Sequoia’s culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners
(20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz
(26:06) Investing in biotech, importance of expertise in VC
Thanks to our partners for making this happen!
Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint
OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/
Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/
IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/
Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/
Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/
BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/
Polymarket - The world’s largest prediction market. https://www.polymarket.com/
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