Cover von All-In with Chamath, Jason, Sacks & Friedberg

Technologie

All-In with Chamath, Jason, Sacks & Friedberg

von All-In Podcast, LLC

Website RSS

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

Folgen

  1. Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

    (0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong? (1:14:17) Final Midterms P

  2. WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight

    (0:00) Welcome Will Ahmed, CEO of WHOOP (0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot (6:59) Inside 50 Billion Hours of 24/7 Health Data (19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking (34:57) WHOOP vs. the FDA &

  3. AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

    (0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead (44:17) France on the brink: Riots, immigration referendum, deb

  4. Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

    (0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption (9:07) Open Weight vs. Frontier AI Models (18:07) AI and Cyber Warfare (21:14) AI Regulation and the Global AI Arms Race (30:32) Vertical Integration a

  5. Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

    (0:00) Dylan Field joins the show: Figma's origin story and mission (3:16) Adobe's $20B deal blocked: inside the antitrust fight (12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse" (18:52) Creativity in the AI er

  6. CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

    (0:00) Ben Horowitz fills in for Friedberg! (2:18) CoreWeave's debt selloff: did the AI bubble just pop? (31:14) AI's deflationary impact: decompiled software (45:44) Anthropic's investor day gets mixed reactions (1:03:45) Psyop Corner: Ant

  7. Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

    (0:00) Billy Evans joins Friedberg (3:38) How they met, Elizabeth the person vs the headlines, indictment (11:02) Life on trial, having a child, where she went wrong in fundraising (19:28) Understanding the verdict, sentencing, and the mist

  8. Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

    (0:00) Martin Shkreli joins the Besties! (0:55) Why quantum computing is a one-trick business and why he's betting against it (7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma (11:37) AI, drug disc

  9. Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

    (0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and community backlash (1:02:03) Riots in France, Friedberg's s

  10. Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

    (0:00) Bestie intros! (2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging (45:22) Re

  11. Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs

    (0:00) Jake Paul joins the Chamath! (6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC (11:54) Attention as capital, investing without the celebrity label & why politics is next (20:46) Drew Taggart & Alex

  12. Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential

    (0:00) Daniel Ek joins the Besties! (1:14) Starting Spotify: Beating piracy and betting his own money on the record labels (6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're

  13. Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

    (0:00) Bestie Intros: Favorite All-In Summit moments (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs" (20:03) Open Source performance and cost: What this means for frontier companies (29:22) Anthropic and

  14. Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete

    (0:00) Luca Ferrari joins the Besties! (1:56) Crashing an AI startup, the $40,000 restart & buying product market fit (4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard (9:55) Debt as an accelerant, what happens

  15. Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

    (0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws (12:09) The path to victory: the persuadable voter, the cost-of-living pitch & the case against Becerra (21:46)

  16. Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

    (0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59) The pivot to powering data centers (10:38) Jason joins: data center demand, private jets & what winning looks like Thanks to our partners for m

  17. Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

    (0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine (19:46) Chamath joins: the pat

  18. Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

    (0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search & is your phone listening? (10:04) IPO tumble & becoming your own best investor (16:00) Privacy rules, Apple's crackdown & how agents change people's shopping (20:00) How a

  19. Bill Gurley: Searching for Feynman

    (0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research: https://www.p3.institute/searching_for_feynman_resource_links.ht

  20. Jared Isaacman: A New Era for NASA and American Space Exploration

    (0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30) Recruiting, moonshots, the "Nuclear NASA," new v

  21. Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media

    (0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests (17:03) How he got into investigative journal

  22. Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future

    (0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How Meta is alleviating data center concerns: pollution, electricit

  23. Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

    (0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regul

  24. JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

    (0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity

  25. Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

    (0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives

  26. Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger

    (0:00) SpaceX's Gwynne Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X (13:43) Direct to cell with Starlink, retiring rockets, co

  27. Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)

    (0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05) Hugging Face acquisition, future of Open Source, and the race

  28. AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

    (0:00) Bestie intros! (0:35) AI Doomsday: Valid concern or Doomer psyop? (33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO (58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users wit

  29. GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

    (0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban (37:03) EAs, AI-

  30. Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

    (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives ge

Ältere Folgen

0:00 / 0:00