Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 11/14/2025
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...
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Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom
All-In with Chamath, Jason, Sacks & Friedberg
(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 antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of the WWE and how they support wrestlers (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE (21:28) Helping America’s youth via physical fitness (23:35) How the internet forced...
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Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia
All-In with Chamath, Jason, Sacks & Friedberg
(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 failures, the future of information on the internet, confirmation bias (24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet (42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass? (47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony (56:24) AI power efficiency, Robotaxis,...
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Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
All-In with Chamath, Jason, Sacks & Friedberg
(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) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending (33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties (40:07) Immigration: Trump shutting the border, Biden’s failure (47:38) Working in the Biden Admin: good and bad, gatekeepers, cognitive decline, anointing Kamala...
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Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela
All-In with Chamath, Jason, Sacks & Friedberg
(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 Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet" (39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela (54:23) The rise of socialism in the US Follow María: Learn more about the 2025 Nobel Peace Prize: Follow the...
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Nobel Prize in Physics Winner: John Martinis on the State of Quantum
All-In with Chamath, Jason, Sacks & Friedberg
(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 tunneling and the 1985 paper that led to this Nobel Prize (30:37) Understanding qubits, the state of quantum computing, and the impact of AI (40:56) US vs China in quantum, reactions to winning the Nobel Prize Learn more about the 2025 Nobel Prize in Physics: 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) 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
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://x.com/michaeljburry/status/1988778952299802818
https://x.com/_Investinq/status/1988847716613365845
https://x.com/michaeljburry/status/1987918650104283372
https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html
https://x.com/jatanackov/status/1988256651103592564
https://x.com/omapproach/status/1988410644907856075
https://x.com/latestinspace/status/1988606899932299700
https://www.swpc.noaa.gov/