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

All-In with Chamath, Jason, Sacks & Friedberg

Release Date: 01/08/2026

Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact Apply for Summit 2026: Follow Brad: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on...

Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are getting wrong on business (20:17) 2024 Democratic collapse, future of the party, socialist wing (38:12) How Congress has become "pathetic," political corruption (47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War Follow Gov. Shapiro: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Friedberg Intros Palantir’s Shyam Sankar and Anduril’s Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence Axon.ai...

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react 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:

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58) Liquidity speaker announcements, the 100x AI moment (50:35) Two landmark social media verdicts against Meta (1:12:46) Sacks and Friedberg join PCAST! 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:

Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions (26:23) The next frontier: organoids and gene therapy (33:26) GLP-1s, abundance, and human optimization (35:35) The longevity drug nobody's talking about? Thanks to our partner for making this happen! The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at for up to $350 off. Follow Bryan: Follow the besties: Follow on X: Follow on Instagram: ...

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE - Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:

How Matt Mahan Thinks He Can Save California

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions & Lobbying in Sacramento (19:05) California's Housing Crisis: Regulation & Fees (34:52) California Energy Crisis: Gas Taxes & Green Policy (43:57) The $1 Trillion Pension Time Bomb (1:02:37) Trump, Tariffs & the Rise of Dangerous Populism (1:09:14) Immigration Reform: ICE & the Path to Legal Status Follow Matt Mahan: Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks...

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown...

John Fetterman: The Rogue Democrat Who Broke Party Ranks

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans (11:42) Iran exit strategy, NATO allies bail on the US (17:42) Israel's influence, AIPAC, growing anti-Israel sentiment (20:16) SAVE Act, why he supports voter ID but not this bill, election fraud (26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border (32:49) Debt death spiral, government fraud (37:38) Why he's still a...

More Episodes

(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:

https://x.com/htaneja

Follow Bob Sternfels:

https://www.linkedin.com/in/bob-sternfels

Follow the besties: