Episodes

  • AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

    AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
    May 31 2025
    (0:00) Bestie intros! (1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation (25:17) Doom vs Boom in AI: Job Destruction or Abundance? (52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues (1:17:14) US Steel/Nippon Steel deal: national champions and golden votes 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://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025 https://www.aipanic.news/p/the-ai-existential-risk-industrial https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill https://x.com/nypost/status/1760623631283954027 https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312 https://x.com/chamath/status/1927847516500009363 https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html https://x.com/DavidSacks/status/1927796514337746989 https://x.com/StephenM/status/1926715409807397204 https://x.com/neilksethi/status/1926981646718206243 https://thehill.com/opinion/finance/5320248-the-bond-market-is-missing-the-real-big-beautiful-story https://x.com/chamath/status/1928536987558105122 https://x.com/chamath/status/1927373268828266795 https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.cnbc.com/2025/01/03/biden-blocks-us-steel-takeover-by-japans-nippon-steel-citing-national-security.html https://truthsocial.com/@realDonaldTrump/posts/114558783827880495
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    1 hr and 30 mins
  • Nico Rosberg on the Booming Business of F1 | All-In Live from Miami

    Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
    May 29 2025

    (0:00) The Besties welcome Nico Rosberg!

    (0:27) Nico's history with F1, what makes a great driver

    (6:24) The business of F1

    (10:05) Teammate rivalries, why "Drive to Survive" works, future growth

    (16:48) Post-F1 career, best angel investments, becoming a VC

    (22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

    Check out OKX: https://www.okx.com

    Check out Circle: https://www.circle.com

    Follow Nico:

    https://x.com/nicorosberg

    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
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    25 mins
  • Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview

    Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview
    May 25 2025

    (0:00) Friedberg and Chamath welcome Senator Ron Johnson

    (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt

    (14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality

    (24:53) Energy rescissions, future of DOGE

    (32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement

    (54:15) Next steps if the Big, Beautiful Bill passes

    (58:35) Post-interview recap

    Follow Senator Johnson:

    https://x.com/RonJohnsonWI

    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
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    1 hr and 2 mins
  • Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

    Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
    May 24 2025

    (0:00) Today's topics and bestie intros!

    (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House

    (38:15) Google's big week: AI in search, roadmap to diversifying revenue

    (46:49) OpenAI acquires Jony Ive's design startup for $6.5B

    (57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals

    (1:15:25) Science Corner: CRISPR breakthrough!

    (1:23:02) How increased energy production could solve America's fiscal problems

    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.barrons.com/articles/20-year-treasury-bond-auction-bba9d889

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

    https://x.com/KobeissiLetter/status/1925253934794342405

    https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D

    https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/

    https://x.com/JessicaBRiedl/status/1925257429408756087

    https://www.google.com/finance/quote/BTC-USD

    https://www.google.com/finance/quote/GCW00:COMEX

    https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493

    https://x.com/chamath/status/1925568992959492156

    https://x.com/chamath/status/1925590496103342114

    https://www.google.com/finance/quote/GOOG:NASDAQ

    https://blog.google/products/google-one/google-ai-ultra

    https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005

    https://x.com/BenGeskin/status/1925579528933372198

    https://x.com/DavidSacks/status/1924817118370951238

    https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure
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    1 hr and 34 mins
  • Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami

    Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami
    May 21 2025

    (0:00) The Besties welcome Antonio Gracias!

    (0:30) DOGE updates: Government complexity worse than imagined, how to fix it

    (9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service

    (15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system

    (22:12) Fixing immigration in the US

    Thanks to our partners for helping make this happen!

    Check out OKX: https://www.okx.com

    Check out Circle: https://www.circle.com

    Follow Antonio:

    https://x.com/AntonioGracias

    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
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    29 mins
  • Sergey Brin, Google Co-Founder | All-In Live from Miami

    Sergey Brin, Google Co-Founder | All-In Live from Miami
    May 20 2025

    (0:00) The Besties welcome Sergey Brin!

    (0:40) Sergey on his return to Google, and how an OpenAI employee played a role!

    (5:58) AI's true superpower and the next jump

    (12:23) AI robotics: humanoids and other form factors

    (17:07) Future of foundational models and open-source

    (19:59) Human-computer interaction in the age of AI

    (31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

    Check out OKX: https://www.okx.com

    Check out Circle: https://www.circle.com

    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/TheZachEffec
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    33 mins
  • Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

    Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
    May 17 2025
    (0:00) The Besties welcome Ben Shapiro! (1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament (7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East" (35:18) US-China deal: is the tide turning on tariffs? (46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral (1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others (1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention? Follow Ben Shapiro: https://x.com/benshapiro 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.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12 https://www.cnn.com/2019/07/02/politics/donald-trump-dictators-kim-jong-un-vladimir-putin https://newrepublic.com/post/185836/trump-brags-dictators-orban-debate-harris https://www.cnbc.com/quotes/US30Y https://www.politico.com/live-updates/2025/05/14/congress/the-titanic-johnson-predicts-houses-big-beautiful-reconciliation-bill-will-sink-in-the-senate-00348310 https://fred.stlouisfed.org/series/GFDEBTN https://fred.stlouisfed.org/series/GFDEGDQ188S https://www.nytimes.com/2025/05/12/opinion/josh-hawley-dont-cut-medicaid.html https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-put-american-patients-first-by-lowering-drug-prices-and-stopping-foreign-free-riding-on-american-pharmaceutical-innovation/
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    1 hr and 37 mins
  • Sundar Pichai, CEO of Alphabet | The All-In Interview

    Sundar Pichai, CEO of Alphabet | The All-In Interview
    May 16 2025

    (0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai

    (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user

    (15:32) Infrastructure advantage, foundational model differentiation

    (25:08) Future of human-computer interaction, hardware, competitive landscape in AI

    (35:29) Energy constraints in AI

    (41:20) Google's progress in quantum computing and robotics

    (47:56) Culture, coddling, and talent recruitment in the age of AI

    (56:50) Does he consider Alphabet a holding company searching for Google's next $100B business?

    Follow Sundar:

    https://x.com/sundarpichai

    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
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    1 hr and 2 mins
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