All-In with Chamath, Jason, Sacks & Friedberg

By: All-In Podcast LLC
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  • Summary

  • Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Economics Leadership Management & Leadership
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Episodes
  • The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

    The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
    Mar 29 2025

    (0:00) The Besties welcome Gavin Baker back on the show!

    (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back

    (16:22) US vs China in AI: Manus, China building its own Nvidia, and more

    (28:37) The Administration's endgame for tariffs

    (53:05) Signalgate: context and fallout

    (1:09:42) El Salvador deportations

    Follow Gavin:

    https://x.com/GavinSBaker

    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://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27

    https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25

    https://modelcontextprotocol.io/introduction

    https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

    https://www.youtube.com/watch?v=A8wJc7vHcTs

    https://x.com/JohnArnoldFndtn/status/1905296181208416744

    https://x.com/chamath/status/1904547884877701610

    https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151

    https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua

    https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador

    https://x.com/Sec_Noem/status/1905034256826408982
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    1 hr and 28 mins
  • White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

    White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
    Mar 22 2025

    (0:00) Welcoming Cyan Banister and David Sacks!

    (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more

    (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla

    (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage

    (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation

    (1:12:57) Space rescue, SpaceX vs China, lunar landing

    Thanks to our partners for making this happen:

    Hims: https://www.hims.com | https://www.forhers.com

    Gemini: https://www.gemini.com/allin

    iTrustCapital (use code allin): https://www.itrustcapital.com/allin

    Follow Cyan:

    https://x.com/cyantist

    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:

    Bessent interview: https://youtu.be/lSma9suyp24

    Lutnick interview: https://youtu.be/182ckTL2KBA

    https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html

    https://x.com/Tim_Walz/status/1902197581586833643

    https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161

    https://x.com/elonmusk/status/1519735033950470144

    https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7

    https://x.com/thesamparr/status/1902385138308104685

    https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223

    https://www.cnbc.com/quotes/US10Y

    https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html

    https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship

    https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791
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    1 hr and 31 mins
  • Howard Lutnick | All-In in DC!

    Howard Lutnick | All-In in DC!
    Mar 20 2025

    (0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!

    (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics

    (14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump

    (38:01) Balancing the budget and fixing GDP

    (52:21) Tariff history and strategy, global trade

    (1:10:34) Trump Cards, building better government software, AI thoughts

    (1:22:49) Sovereign Wealth Fund strategy

    (1:37:16) How his family reacted to his new role

    Thanks to our partners for making this happen:

    Gemini: https://www.gemini.com/allin

    Hims: https://www.hims.com | https://www.forhers.com

    iTrustCapital (use code allin): https://www.itrustcapital.com/allin

    Follow Secretary Lutnick:

    https://x.com/howardlutnick

    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
    Show more Show less
    1 hr and 45 mins

What listeners say about All-In with Chamath, Jason, Sacks & Friedberg

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Profile Image for Frank

Coolest Zoomers Around

I could write an eloquent and thoughtful review but I’m not. These OGs really don’t need to be here spreading all this knowledge and game with us but they are. I’m sure they have benefited a lot from it but they give out more than they take. You guys are a true inspiration because if you knuckleheads can make it then me being twice the knucklehead should be able to make twice as much (thanks to inflation). Love you guys and I look forward to upgrading my Nordstrom Rack sweaters to Chinchilla fur sweaters like the gang.

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Entertaining serious stuff

Thank you Jason. I look forward to listening to you guys! Great guests and honest discussions.

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Profile Image for SandiM

best podcast ever!

I love how complicated topics are introduced with context and the respectful conversation and perspectives offered. Thank you for not being an echo chamber.

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Profile Image for William S.

harsh review of ftx and supporters, but inciteful

those who will hate this podcast the most are the ones who can gain the most

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Profile Image for Hudson Davis

In a month and a half, listened to all of it.

Very fun show.

I like how each is confident, and at times insecure, but through it all they maintain their friends and discuss hard topics. Each speaker is honest enough that I grew to hate and love them at different points. And tell David, Chamath, and Sacks to get over themselves and let Jason make money from the venture. This could be a full time media company the world desperately needs. Don’t be the “managers” that get in the way of the creativity!!

Overall, great show.
@hudsondavis14 (twitter acc.)

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Profile Image for Jack

All in boys

News, drama, occasional insightful takes. Shoutout to Friedberg for informative takes. I’d like to hear a bit more about semiconductor shortage and fabrication in the coming IOT/AI/ML years.

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Profile Image for N P

Best tech-related podacast out there.

Amazing to hear from these valley seasoned, angel investing and founder folks. The discussion is always engaging and Jason is the perfect host and moderator as always.

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    2 out of 5 stars
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Profile Image for Hudson Family

Downhill

Was a great VC podcast until their fued. Now a political show with a resident narcicist.

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Profile Image for T8

Didn’t take long to drop this show

When it was mentioned that the tech oligarchs are too big to function properly it was staggering that you all feel it is ok for a big, bloated government to exist.

I look forward to not listening to “wokees” like you and to people who deal with facts. Too bad I couldn’t put a negative value in.

Good luck with your chit-chat… I’m sure you have a coastal audience!

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Profile Image for Isaiah

They are trying to rule the world

These guys are trying to rule the world via a technocracy. Theyhave told everyone how they did it on their podcast. Its been harrowing to see this play out in real time.

I was a TWIST superfan and enjoyed watching jason roast trump with impressions, but now, i see that him and chamath rather protect their investments

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