Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 01/23/2026
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience Apply for Summit 2026: 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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CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma) (44:50) Why CA Schools Spend the Most but Get the Worst Results (50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist (1:01:34) Can a Republican Actually Win California? Follow Steve: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:
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SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people Apply for Summit 2026: 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 Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of...
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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...
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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:
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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...
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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:
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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:
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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: ...
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(0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption
(38:51) Cerebras CEO, Andrew Feldman on Compute Power
(1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots
This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.
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