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

All-In with Chamath, Jason, Sacks & Friedberg

(00:00) Besties are back!
 (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash
 (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"
 (30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement
 (56:33) a16z under DOJ investigation over "interlocking directorates"
 (1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag
  
 Come hang with the Besties at the All-In Summit | September 13-15:
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Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

(0:00) The most controversial company in privacy right now, Flock CEO joins the show!
 (7:23) License plate data retention: 7 days solves 90% of crimes
 (13:00) Camera vandalism, felony charges, and privacy concerns
 (18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired
 (28:25) AI, drones, facial recognition, and avoiding predictive policing
 (39:43) Safety is a privilege and who actually needs Flock
 (45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on
  
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Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

(0:00) Gavin Baker joins the show!
 (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing
 (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI
 (56:41) All-In Summit Speaker Announcements!
 (58:13) Nvidia's $500B financing plan, how the AI market could fall apart
 (1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers
 (1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy
 (1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B
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 Intro Music Credit:
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 Referenced in the show:
 https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa
 https://polymarket.com/event/ipos-before-2027
  https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026
  https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion
 https://x.com/elonmusk/status/2052069691372478511
 https://www.meta.com/thefutureisforeveryone
 https://x.com/Home_of_Fight/status/2086504599444140344
 https://x.com/JensenHuang/status/2086934705207959965
  https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html
 https://www.google.com/finance/beta/quote/WDAY:NASDAQ
  https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X
  https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

(0:00) Jason and Friedberg welcome Rahm Emanuel
 (1:16) Lessons from working with Clinton and Obama
 (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan
 (28:49) Europe: Reasons for the decay of the West
 (38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans
 (46:55) National debt, government interference in markets, fixing education
 (1:09:24) DSA vs Democrats
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Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

(0:00) Bestie intros! Brad Gerstner fills in for Chamath
 (2:16) Major shakeups at Google: AI brain drain or better strategy?
 (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?
 (45:44) All-In Summit Speaker Announcements!
 (48:01) Airtable sells for a 90% discount: SaaSpocalypse?
 (1:05:56) Chinese AI labs are buying US training data to catch up
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 Referenced in the show:
 https://x.com/the_ai_investor/status/2084687703707361429
 https://x.com/Tesla/status/2085365278276284803

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

(0:00) Saronic founders join the show!
 (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1
 (13:04) $3B destroyers vs. Marauder
 (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy
 (25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?
 (31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?
 (36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs
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Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

(0:00) Bestie intros
 (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called
 (20:20) China's advantage and green shoots for the US economy
 (34:12) Frontier Labs say "SLOW DOWN AI"
 (1:01:15) Why are frontier labs "burning books"?
 (1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"
 (1:24:44) Science Corner: Understanding and mapping the brain
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 Referenced in the show:
  https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
  https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b
 https://polymarket.com/event/fed-decision-in-september-762
 https://situational-awareness.ai
 https://www.cnbc.com/quotes/US30Y
 https://x.com/nicolasfulghum/status/2082083884578050299
  https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321
 https://www.pacingthefrontier.com/
  https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html
  https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive
  vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28
 https://www.google.com/finance/beta/quote/ASML:NASDAQ
  https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
 https://polymarket.com/event/ipos-before-2027
  https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027
 https://x.com/v_nefodov/status/2082927219224060043
  https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20
 https://punchbowl.news/article/tech/thune-anthropic
  https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae
 https://x.com/OpenAI/status/2082577277246972300
  https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter
 https://x.com/Jason/status/2082577230941557068
  https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material
  https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop
 https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s
 https://arxiv.org/pdf/2602.16417

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

(0:00) Intro: Humanoids, Robots, & AI+
 (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids
 (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate
 (15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform
 (22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff"
 (33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable
 (42:36) Amanda McMaster: Chinese Robotics Security Risks
 (47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts
 (58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor?
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The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

(0:00) Bestie intros!
 (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture
 (27:38) Anthropic/OpenAI historic growth rates, China's long game
 (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy
 (1:07:12) Google and Tesla stocks tank on surging AI capex
 (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights
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 Intro Video Credit:
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 Referenced in the show:
  https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons
 https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi
  https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai
 https://x.com/mkratsios47/status/2079933645888880708
  https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747
  https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks
 https://stratechery.com/2026/whos-afraid-of-chinese-models
 https://x.com/CommerceGov/status/2080341953086886387
 https://x.com/tickerplus/status/2080123562560504240
 https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking
 https://x.com/sama/status/2077817060068057493
  https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20
  https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks
  https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation
 https://x.com/typesfast/status/2080339052398891244
 https://www.thefp.com/p/why-new-york-city-has-50000-ghost

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble
 (7:50) AI's real-world limits: why enterprise AI is harder than expected
 (16:38) Transitioning to an AI-First Workspace
 (21:26) Health & AI: self-directed healthcare and biometric data
 (24:30) Politics, wealth tax, and AI as a truth-seeking force
 (35:12) Knicks & Sports Talk
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