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[Chamath Palihapitiya @chamath]

Pod up!!

[The All-In Podcast @theallinpod]

E215: the besties are joined by @naval!

-- jd vance's ai speech
-- techno-optimists vs doomers
-- immigration
-- tariffs
-- ai court cases
-- parenting + sleep hacks

(0:00) the besties intro naval ravikant!

(9:07) naval reflects on his thoughtful tweets and reputation

(14:17) unique views on parenting

(23:20) @DavidSacks joins to talk ai: @JDVance's speech in paris, techno-optimists vs doomers

(1:11:06) tariffs and the us economic experiment

(1:21:15) thomson reuters wins first major ai copyright case on behalf of rights holders

(1:35:35) @chamath's dinner with @bryan_johnson, sleep hacks

(1:45:09) tulsi gabbard, rfk jr confirmed

[The All-In Podcast @theallinpod]

e214 is LIVE! 🚨

the besties are joined by @AntonioGracias!!

-- @DOGE vs USAID breakdown
-- crypto/ai frameworks w/ @DavidSacks
-- us sovereign wealth fund
-- google projects $75b ai spend in 2025
-- science corner
++ more

(0:00) the besties intro antonio gracias!

(3:11) doge takes on usaid

(31:44) sacks breaks in to talk usaid

(34:00) sacks explains what he's working on: crypto/ai frameworks

(46:41) the democratic party's shrinking base

(52:33) us sovereign wealth fund + breaking doge/tax news

(1:09:07) @google to spend $75b on ai buildout in 2025, future of work in the age of ai

(1:23:21) science corner: glp-1 macro study

[The All-In Podcast @theallinpod]

happy friday, here's episode 213!🔥

deepseek panic, us🇺🇸 vs china🇨🇳 in ai, openai $40b raise?, doge's first 10 days, self-driving future, and MUCH more

featuring: @travisk and @DavidSacks !!!

(0:00) the besties intro travis!

(2:11) future of food and the state of @CloudKitchens

(13:34) @DavidSacks breaks in!

(15:38) deepseek panic: what's real, training innovation, china, impact on markets and the ai industry

(50:14) us vs china in ai, the singapore backdoor

(1:01:51) @openai reportedly in talks to raise ~$40b with masa as the lead investor

(1:10:37) @doge's first 10 days

(1:25:13) future of self driving: uber, waymo, tesla

(1:38:04) fed holds rates steady, how doge can impact rate cuts

(1:44:17) fatal dc plane crash

[The All-In Podcast @theallinpod]

E212 is LIVE! 🚨

breaking down @realDonaldTrump's first week:
inauguration recap, executive actions, tiktok, stargate

PLUS: bestie @DavidSacks returns to talk three new EOs!

(0:00) the besties intro thomas laffont

(6:22) behind the scenes: inauguration weekend recap!

(15:58) biggest takeaways from washington dc

(31:38) @POTUS executive action breakdown

(33:39) tiktok's grace period, valuing the business, new equity strategy for the us government?

(57:01) jan 6th pardons, birthright citizenship

(1:09:49) stargate: $500b ai investment, is masa the goat?, bull case for openai

(1:23:41) how electricity production capacity plays into the global ai race

(1:36:20) netflix's stock rise correlates with some alarming societal trends

(1:47:40) *breaking*: ai/crypto czar david sacks joins to discuss the president's three new eos

[The All-In Podcast @theallinpod]

🚨 new episode! 🚨

red-pilled billionaires, newsom's price caps, nyc congestion pricing, tiktok ban, jobless mbas, ufos

with bestie guestie mark pincus! (@markpinc)

(0:00) the besties welcome mark!

(3:53) mark's background

(6:02) getting red-pilled for trump, maintaining friendships despite political differences

(23:21) la wildfires update: newsom's executive orders, market impact of price controls

(51:32) congestion pricing in nyc, fixing broken cities

(1:08:33) tiktok ban: origin and potential outcomes

(1:19:15) mba hiring downturn

(1:34:37) conspiracy corner: mark's take on ufos and uaps!

[The All-In Podcast @theallinpod]

friday night pod: E210 is LIVE! 🚨

cyan banister (@cyantist) joins the besties to talk:
-- la wildfires
-- zuck going full free speech
-- nvidia's new products
-- why trump wants greenland

(0:00) the besties welcome @cyantist!

(9:16) reacting to the la wildfires: broken incentives, leadership failures, lessons learned

(36:51) insurance issues, rebuilding headwinds, reclaiming the government

(59:44) zuck goes full free speech, fires third-party fact-checkers, opts for community notes model

(1:20:19) nvidia goes consumer at ces: market cap impact, most interesting product

(1:34:49) why trump wants greenland

(1:40:05) conspiracy corner: who built the pyramids?

[The All-In Podcast @theallinpod]

it's that time of year again...

2025 PREDICTIONS are here!

(0:00) the besties welcome @GavinSBaker and recap ski week!

(5:38) biggest political winner

(9:26) biggest political loser

(17:34) biggest business winner

(32:43) biggest business loser

(46:54) biggest business deal

(57:04) most contrarian belief

(1:12:59) best performing asset

(1:22:56) worst performing asset

(1:30:19) most anticipated trend

(1:38:59) most anticipated media

(1:43:03) super predictions

(1:46:50) bonus: drones, ufos, and more

[Chamath Palihapitiya @chamath]

Pod up!!

[David Sacks @DavidSacks]

Missed this week. How was it?

[The Free Guy's Tweet Flow @Flow4Tweet]

@David_Tracey Folks don't realise when the market sentiments turn In my view we already saw the top after the Trump rally and the corrections getting closer and closer to 10-20% in all major US index

[The All-In Podcast @theallinpod]

e206: friday night drop!

@GavinSBaker and @JTLonsdale fill in for @DavidSacks and @chamath

(0:00) bestie announcement: congrats @DavidSacks!

(2:53) @GavinSBaker and @JTLonsdale join the show!

(4:14) state of the trump bump: debt focus, deregulation, america's lucky position

(20:07) trump nominates paul atkins as @SECGov chair, replacing gary gensler: what this means for crypto and other markets

(40:52) thoughts on michael @saylor's bitcoin play, state of defense tech, and the us/china ai competition

(49:07) @xai's massive gpu cluster, expanding to 1m, how @grok 3 will test ai scaling laws, and what's next

(1:07:56) unitedhealth ceo murdered, reactions

[The All-In Podcast @theallinpod]

happy saturday. besties are back!

e205: @DOGE unveils a roadmap, unlocking gdp growth, ww3 escalation, fat cell memory

(0:00) bestie intros!

(1:54) breaking down the doge roadmap

(24:28) milei's impact; doge timeline, impact on gdp, communication

(48:11) ww3 risk: biden's recent escalation

(1:00:43) science corner: fat cells can remember being fat!

[The All-In Podcast @theallinpod]

saturday special... besties are back!

(0:00) bestie intros!

(7:57) election impact on #bitcoin, crypto, and fintech stocks

(21:56) m&a and ipos: what to expect in 2025

(39:52) pharma ads on cable tv: should it be allowed? is big pharma buying influence?

(58:17) fbi raids @polymarket ceo @shayne_coplan's home

(1:05:51) trump's transition picks: strategy, highest upside/downside, and more

[The All-In Podcast @theallinpod]

E203: trump wins!

the besties break down how it happened and what's next

(0:00) bestie intros!

(4:55) sacks recaps election night at mar-a-lago

(8:28) how trump won, why kamala and the democratic party lost

(25:55) the failing democratic coalition, campaign spend disparity, trump's advantage in earned media

(37:59) what mattered most: policy, candidate, or campaign?

(50:44) gop will likely win house and senate, potential cabinet positions, avoiding neocons

(1:10:42) cabinet positions, shaking up the unelected bureaucratic branch

(1:28:47) california rejects progressives

(1:35:17) abortion laws being settled around the us

[The Free Guy's Tweet Flow @Flow4Tweet]

A pigeon 🙂

[The All-In Podcast @theallinpod]

happy friday besties!

episode 202: the last one before the election

(0:00) bestie intros!

(4:50) us real gdp growth comes in at 2.8%, but there are underlying issues

(28:26) $goog earnings: youtube and cloud post huge quarters, would they have survived outside of google?

(35:34) @DavidSacks idea to auction off public spectrum licenses of major broadcast networks

(41:27) how the media became one of the least trusted institutions in america

(53:35) why @joerogan's interview with trump was not appearing in youtube search results

(1:08:04) final pre-election segment: how it's tracking, election integrity, voter fraud stats

[Elon Musk @elonmusk]

Great hat

[The Free Guy's Tweet Flow @Flow4Tweet]

Chef edition 🤟😂😂🤣👏

[The All-In Podcast @theallinpod]

friday night drop: E201 is LIVE!

markets turn trump, long rates spike, election home stretch, influencer mania, saving starbucks

(0:00) bestie intros!

(3:49) besties are hosting the all-in holiday spectacular in SF on dec 7th! tickets: https://t.co/JGSUZlUuVJ

(9:08) macro and markets: making sense of unique asset diversions

(27:23) gen z's economic cultural movements

(38:28) reallocating assets for a new period of constraints

(53:52) election update: data leans trump as we enter the home stretch

(1:19:01) is $SBUX fixable? or has it hit market saturation?

[The All-In Podcast @theallinpod]

E200 is LIVE!

thank you besties for taking the ride with us!

we got a banger for you:

-- dueling presidential interviews

-- robotaxi event

-- spacex catch

-- $UBER / $EXPE rumors

-- the nuclear vibe shift + nimby vs nuke debate

++ more!

(0:00) bestie intros

(2:01) polls vs prediction markets, dueling interviews, election update

(16:06) @tesla's robotaxi event and @spacex's starship catch

(27:36) @uber reportedly looking into acquiring @expedia

(45:19) nuclear vibe shift? big tech is looking toward nuclear solutions to power ai, nuclear vs nimby debate

(1:11:10) more lawfare from the california coastal commission